vs
麦当劳(MCD)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
麦当劳的季度营收约是标普全球的1.4倍($6.5B vs $4.6B),麦当劳净利率更高(30.4% vs 13.6%,领先16.8%),标普全球同比增速更快(59.0% vs 9.4%),过去两年标普全球的营收复合增速更高(103.8% vs 0.2%)
麦当劳是源自美国的知名跨国连锁快餐品牌,主营汉堡、薯条、炸鸡等快餐食品,业务覆盖全球多个国家和地区。截至2024年,其全球门店数量在所有餐饮连锁品牌中位列第二,仅次于中国本土品牌蜜雪冰城。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
MCD vs VG — 直观对比
营收规模更大
MCD
是对方的1.4倍
$4.6B
营收增速更快
VG
高出49.6%
9.4%
净利率更高
MCD
高出16.8%
13.6%
两年增速更快
VG
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.5B | $4.6B |
| 净利润 | $2.0B | $625.0M |
| 毛利率 | — | — |
| 营业利润率 | 0.1% | 26.1% |
| 净利率 | 30.4% | 13.6% |
| 营收同比 | 9.4% | 59.0% |
| 净利润同比 | — | 20.9% |
| 每股收益(稀释后) | $2.00 | $0.19 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
MCD
VG
| Q1 26 | $6.5B | $4.6B | ||
| Q4 25 | $7.0B | $4.4B | ||
| Q3 25 | $7.1B | $3.3B | ||
| Q2 25 | $6.8B | $3.1B | ||
| Q1 25 | $6.0B | $2.9B | ||
| Q4 24 | $6.4B | $1.5B | ||
| Q3 24 | $6.9B | $926.0M | ||
| Q2 24 | $6.5B | $1.1B |
净利润
MCD
VG
| Q1 26 | $2.0B | $625.0M | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.3B | $550.0M | ||
| Q2 25 | $2.3B | $475.0M | ||
| Q1 25 | $1.9B | $517.0M | ||
| Q4 24 | $2.0B | $990.0M | ||
| Q3 24 | $2.3B | $-294.0M | ||
| Q2 24 | $2.0B | $352.0M |
毛利率
MCD
VG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 90.6% | — | ||
| Q2 25 | 90.4% | — | ||
| Q1 25 | 89.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 90.3% | — |
营业利润率
MCD
VG
| Q1 26 | 0.1% | 26.1% | ||
| Q4 25 | 45.0% | 38.7% | ||
| Q3 25 | 47.4% | 39.7% | ||
| Q2 25 | 47.2% | 33.5% | ||
| Q1 25 | 44.5% | 37.3% | ||
| Q4 24 | 44.9% | 39.0% | ||
| Q3 24 | 46.4% | 20.4% | ||
| Q2 24 | 45.0% | 32.8% |
净利率
MCD
VG
| Q1 26 | 30.4% | 13.6% | ||
| Q4 25 | 30.9% | 26.8% | ||
| Q3 25 | 32.2% | 16.5% | ||
| Q2 25 | 32.9% | 15.3% | ||
| Q1 25 | 31.4% | 17.9% | ||
| Q4 24 | 31.6% | 65.0% | ||
| Q3 24 | 32.8% | -31.7% | ||
| Q2 24 | 31.2% | 31.8% |
每股收益(稀释后)
MCD
VG
| Q1 26 | $2.00 | $0.19 | ||
| Q4 25 | $3.03 | $0.41 | ||
| Q3 25 | $3.18 | $0.16 | ||
| Q2 25 | $3.14 | $0.14 | ||
| Q1 25 | $2.60 | $0.15 | ||
| Q4 24 | $2.80 | $0.35 | ||
| Q3 24 | $3.13 | $-0.15 | ||
| Q2 24 | $2.80 | $0.12 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $10.7B |
| 总资产 | — | $56.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
MCD
VG
| Q1 26 | — | $1.6B | ||
| Q4 25 | $774.0M | $2.4B | ||
| Q3 25 | $2.4B | $1.9B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.2B | $3.6B | ||
| Q4 24 | $1.1B | $3.6B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $792.0M | — |
总债务
MCD
VG
| Q1 26 | — | — | ||
| Q4 25 | $40.0B | $34.2B | ||
| Q3 25 | — | $32.6B | ||
| Q2 25 | — | $30.0B | ||
| Q1 25 | — | $29.3B | ||
| Q4 24 | $38.4B | $29.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
MCD
VG
| Q1 26 | — | $10.7B | ||
| Q4 25 | $-1.8B | $6.7B | ||
| Q3 25 | $-2.2B | $5.7B | ||
| Q2 25 | $-2.8B | $5.3B | ||
| Q1 25 | $-3.5B | $4.9B | ||
| Q4 24 | $-3.8B | $2.9B | ||
| Q3 24 | $-5.2B | — | ||
| Q2 24 | $-4.8B | — |
总资产
MCD
VG
| Q1 26 | — | $56.3B | ||
| Q4 25 | $59.5B | $53.4B | ||
| Q3 25 | $60.6B | $50.1B | ||
| Q2 25 | $59.6B | $46.5B | ||
| Q1 25 | $56.3B | $45.1B | ||
| Q4 24 | $55.2B | $43.5B | ||
| Q3 24 | $56.2B | — | ||
| Q2 24 | $53.8B | — |
负债/权益比
MCD
VG
| Q1 26 | — | — | ||
| Q4 25 | — | 5.07× | ||
| Q3 25 | — | 5.73× | ||
| Q2 25 | — | 5.69× | ||
| Q1 25 | — | 6.01× | ||
| Q4 24 | — | 10.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MCD
| Other | $2.5B | 38% |
| International Operated Markets | $1.8B | 27% |
| U.S | $1.8B | 27% |
| International Developmental Licensed Markets & Corporate | $476.0M | 7% |
VG
暂无分部数据