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MEDIFAST INC（MED）与奥驰亚（MO）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是MEDIFAST INC的77.8倍（$5.8B vs $75.1M）。奥驰亚同比增速更快（-2.1% vs -36.9%）。奥驰亚自由现金流更多（$3.2B vs $-6.6M）。过去两年奥驰亚的营收复合增速更高（2.4% vs -34.4%）
迈德福斯特是一家总部位于美国马里兰州巴尔的摩的营养减重企业，该公司研发、分销并销售减重及健康相关产品，销售渠道涵盖官方网站、多层次营销、电话销售以及品牌加盟减重诊所。
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
MED vs MO — 直观对比
营收规模更大
MO
是对方的77.8倍
$75.1M
营收增速更快
MO
高出34.8%
-36.9%
自由现金流更多
MO
多$3.2B
$-6.6M
两年增速更快
MO
近两年复合增速
-34.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $75.1M | $5.8B |
| 净利润 | — | $1.1B |
| 毛利率 | 69.4% | 62.1% |
| 营业利润率 | -10.4% | 28.2% |
| 净利率 | — | 19.1% |
| 营收同比 | -36.9% | -2.1% |
| 净利润同比 | — | -63.2% |
| 每股收益（稀释后） | $-1.64 | $0.67 |
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MEDMO
| Q4 25 | $75.1M | $5.8B | ||
| Q3 25 | $89.4M | $6.1B | ||
| Q2 25 | $105.6M | $6.1B | ||
| Q1 25 | $115.7M | $5.3B | ||
| Q4 24 | $119.0M | $6.0B | ||
| Q3 24 | $140.2M | $6.3B | ||
| Q2 24 | $168.6M | $6.2B | ||
| Q1 24 | $174.7M | $5.6B |
净利润MEDMO
| Q4 25 | — | $1.1B | ||
| Q3 25 | $-2.3M | $2.4B | ||
| Q2 25 | $2.5M | $2.4B | ||
| Q1 25 | $-772.0K | $1.1B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | $1.1M | $2.3B | ||
| Q2 24 | $-8.2M | $3.8B | ||
| Q1 24 | $8.3M | $2.1B |
毛利率MEDMO
| Q4 25 | 69.4% | 62.1% | ||
| Q3 25 | 69.5% | 62.8% | ||
| Q2 25 | 72.6% | 63.1% | ||
| Q1 25 | 72.8% | 61.8% | ||
| Q4 24 | 74.1% | 60.3% | ||
| Q3 24 | 75.4% | 60.8% | ||
| Q2 24 | 73.2% | 59.2% | ||
| Q1 24 | 72.8% | 58.8% |
营业利润率MEDMO
| Q4 25 | -10.4% | 28.2% | ||
| Q3 25 | -4.6% | 53.2% | ||
| Q2 25 | -1.0% | 52.9% | ||
| Q1 25 | -1.1% | 34.0% | ||
| Q4 24 | 0.6% | 48.2% | ||
| Q3 24 | 1.5% | 50.4% | ||
| Q2 24 | -4.7% | 40.8% | ||
| Q1 24 | 4.5% | 48.0% |
净利率MEDMO
| Q4 25 | — | 19.1% | ||
| Q3 25 | -2.5% | 39.1% | ||
| Q2 25 | 2.3% | 39.0% | ||
| Q1 25 | -0.7% | 20.5% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | 0.8% | 36.6% | ||
| Q2 24 | -4.8% | 61.2% | ||
| Q1 24 | 4.8% | 38.2% |
每股收益（稀释后）MEDMO
| Q4 25 | $-1.64 | $0.67 | ||
| Q3 25 | $-0.21 | $1.41 | ||
| Q2 25 | $0.22 | $1.41 | ||
| Q1 25 | $-0.07 | $0.63 | ||
| Q4 24 | $0.08 | $1.78 | ||
| Q3 24 | $0.10 | $1.34 | ||
| Q2 24 | $-0.75 | $2.21 | ||
| Q1 24 | $0.76 | $1.21 |
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 | $167.3M | $4.5B |
| 总债务越低越好 | — | $25.7B |
| 股东权益账面价值 | $198.9M | $-3.5B |
| 总资产 | $248.0M | $35.0B |
| 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MEDMO
| Q4 25 | $167.3M | $4.5B | ||
| Q3 25 | $173.5M | $3.5B | ||
| Q2 25 | $162.7M | $1.3B | ||
| Q1 25 | $164.6M | $4.7B | ||
| Q4 24 | $162.3M | $3.1B | ||
| Q3 24 | $170.0M | $1.9B | ||
| Q2 24 | $163.5M | $1.8B | ||
| Q1 24 | $156.4M | $3.6B |
总债务MEDMO
| Q4 25 | — | $25.7B | ||
| Q3 25 | — | $25.7B | ||
| Q2 25 | — | $24.7B | ||
| Q1 25 | — | $26.1B | ||
| Q4 24 | — | $24.9B | ||
| Q3 24 | — | $25.2B | ||
| Q2 24 | — | $25.0B | ||
| Q1 24 | — | $25.0B |
股东权益MEDMO
| Q4 25 | $198.9M | $-3.5B | ||
| Q3 25 | $214.7M | $-2.6B | ||
| Q2 25 | $216.0M | $-3.3B | ||
| Q1 25 | $211.0M | $-3.5B | ||
| Q4 24 | $210.1M | $-2.2B | ||
| Q3 24 | $207.3M | $-3.5B | ||
| Q2 24 | $205.3M | $-3.0B | ||
| Q1 24 | $211.0M | $-5.1B |
总资产MEDMO
| Q4 25 | $248.0M | $35.0B | ||
| Q3 25 | $268.2M | $35.0B | ||
| Q2 25 | $269.3M | $32.3B | ||
| Q1 25 | $280.0M | $35.8B | ||
| Q4 24 | $284.2M | $35.2B | ||
| Q3 24 | $291.2M | $34.2B | ||
| Q2 24 | $293.5M | $34.4B | ||
| Q1 24 | $302.8M | $36.5B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-5.3M | $3.3B |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | $3.2B |
| 自由现金流率自由现金流/营收 | -8.8% | 54.4% |
| 资本支出强度资本支出/营收 | 1.8% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 2.93× |
| 过去12个月自由现金流最近4个季度 | $1.2M | $9.1B |
8季度趋势，按日历期对齐
经营现金流MEDMO
| Q4 25 | $-5.3M | $3.3B | ||
| Q3 25 | $12.1M | $3.1B | ||
| Q2 25 | $-3.4M | $205.0M | ||
| Q1 25 | $3.4M | $2.7B | ||
| Q4 24 | $-4.9M | $3.3B | ||
| Q3 24 | $9.1M | $2.6B | ||
| Q2 24 | $13.1M | $-75.0M | ||
| Q1 24 | $7.3M | $2.9B |
自由现金流MEDMO
| Q4 25 | $-6.6M | $3.2B | ||
| Q3 25 | $10.8M | $3.0B | ||
| Q2 25 | $-4.8M | $173.0M | ||
| Q1 25 | $1.9M | $2.7B | ||
| Q4 24 | $-7.2M | $3.3B | ||
| Q3 24 | $7.7M | $2.6B | ||
| Q2 24 | $11.1M | $-104.0M | ||
| Q1 24 | $5.4M | $2.8B |
自由现金流率MEDMO
| Q4 25 | -8.8% | 54.4% | ||
| Q3 25 | 12.0% | 50.1% | ||
| Q2 25 | -4.5% | 2.8% | ||
| Q1 25 | 1.6% | 51.0% | ||
| Q4 24 | -6.1% | 55.1% | ||
| Q3 24 | 5.5% | 41.2% | ||
| Q2 24 | 6.6% | -1.7% | ||
| Q1 24 | 3.1% | 51.0% |
资本支出强度MEDMO
| Q4 25 | 1.8% | 1.6% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 1.3% | 0.5% | ||
| Q1 25 | 1.3% | 0.7% | ||
| Q4 24 | 1.9% | 0.8% | ||
| Q3 24 | 1.0% | 0.5% | ||
| Q2 24 | 1.1% | 0.5% | ||
| Q1 24 | 1.1% | 0.6% |
现金转化率MEDMO
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | -1.36× | 0.09× | ||
| Q1 25 | — | 2.53× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | 8.04× | 1.14× | ||
| Q2 24 | — | -0.02× | ||
| Q1 24 | 0.88× | 1.35× |
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
MED
暂无分部数据
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
