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味好美（MKC）与M&T Bank（MTB）财务数据对比。点击上方公司名可切换其他公司
M&T Bank的季度营收约是味好美的1.3倍（$2.5B vs $1.9B），M&T Bank净利率更高（30.7% vs 12.2%，领先18.4%），M&T Bank同比增速更快（3.8% vs 2.9%），过去两年味好美的营收复合增速更高（7.5% vs 4.6%）
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
M&T银行是总部位于美国纽约州布法罗的银行控股企业，业务覆盖美国东部从缅因州到弗吉尼亚州的12个州及华盛顿特区，运营超过950家线下网点。其控股主体1998年5月前名为第一帝国州公司，之后更为现名。
MKC vs MTB — 直观对比
营收规模更大
MTB
是对方的1.3倍
$1.9B
营收增速更快
MTB
高出0.9%
2.9%
净利率更高
MTB
高出18.4%
12.2%
两年增速更快
MKC
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.5B |
| 净利润 | $226.6M | $759.0M |
| 毛利率 | 38.9% | — |
| 营业利润率 | 16.8% | 39.2% |
| 净利率 | 12.2% | 30.7% |
| 营收同比 | 2.9% | 3.8% |
| 净利润同比 | 5.3% | 11.5% |
| 每股收益（稀释后） | $0.84 | $4.62 |
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MKCMTB
| Q4 25 | $1.9B | $2.5B | ||
| Q3 25 | $1.7B | $2.5B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.7B | $2.3B | ||
| Q2 24 | $1.6B | $2.3B | ||
| Q1 24 | $1.6B | $2.3B |
净利润MKCMTB
| Q4 25 | $226.6M | $759.0M | ||
| Q3 25 | $225.5M | $792.0M | ||
| Q2 25 | $175.0M | $716.0M | ||
| Q1 25 | $162.3M | $584.0M | ||
| Q4 24 | $215.2M | $681.0M | ||
| Q3 24 | $223.1M | $721.0M | ||
| Q2 24 | $184.2M | $655.0M | ||
| Q1 24 | $166.0M | $531.0M |
毛利率MKCMTB
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.4% | — | ||
| Q2 25 | 37.5% | — | ||
| Q1 25 | 37.6% | — | ||
| Q4 24 | 40.2% | — | ||
| Q3 24 | 38.7% | — | ||
| Q2 24 | 37.7% | — | ||
| Q1 24 | 37.4% | — |
营业利润率MKCMTB
| Q4 25 | 16.8% | 39.2% | ||
| Q3 25 | 16.7% | 40.8% | ||
| Q2 25 | 14.8% | 39.0% | ||
| Q1 25 | 14.0% | 33.0% | ||
| Q4 24 | 17.0% | 37.0% | ||
| Q3 24 | 17.1% | 39.0% | ||
| Q2 24 | 14.2% | 37.1% | ||
| Q1 24 | 14.6% | 29.4% |
净利率MKCMTB
| Q4 25 | 12.2% | 30.7% | ||
| Q3 25 | 13.1% | 31.5% | ||
| Q2 25 | 10.5% | 29.9% | ||
| Q1 25 | 10.1% | 25.3% | ||
| Q4 24 | 12.0% | 28.6% | ||
| Q3 24 | 13.3% | 30.9% | ||
| Q2 24 | 11.2% | 28.5% | ||
| Q1 24 | 10.4% | 23.5% |
每股收益（稀释后）MKCMTB
| Q4 25 | $0.84 | $4.62 | ||
| Q3 25 | $0.84 | $4.82 | ||
| Q2 25 | $0.65 | $4.24 | ||
| Q1 25 | $0.60 | $3.32 | ||
| Q4 24 | $0.79 | $3.87 | ||
| Q3 24 | $0.83 | $4.02 | ||
| Q2 24 | $0.68 | $3.73 | ||
| Q1 24 | $0.62 | $3.02 |
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 | $95.9M | — |
| 总债务越低越好 | $3.6B | $10.9B |
| 股东权益账面价值 | $5.7B | $29.2B |
| 总资产 | $13.2B | $213.5B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资MKCMTB
| Q4 25 | $95.9M | — | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $124.1M | — | ||
| Q1 25 | $102.8M | — | ||
| Q4 24 | $186.1M | — | ||
| Q3 24 | $200.8M | — | ||
| Q2 24 | $166.3M | — | ||
| Q1 24 | $178.0M | — |
总债务MKCMTB
| Q4 25 | $3.6B | $10.9B | ||
| Q3 25 | $3.9B | $12.9B | ||
| Q2 25 | $3.9B | $12.4B | ||
| Q1 25 | $3.9B | $10.5B | ||
| Q4 24 | $3.9B | $12.6B | ||
| Q3 24 | $3.4B | $11.6B | ||
| Q2 24 | $4.1B | $11.3B | ||
| Q1 24 | $4.1B | $11.4B |
股东权益MKCMTB
| Q4 25 | $5.7B | $29.2B | ||
| Q3 25 | $5.8B | $28.7B | ||
| Q2 25 | $5.6B | $28.5B | ||
| Q1 25 | $5.4B | $29.0B | ||
| Q4 24 | $5.3B | $29.0B | ||
| Q3 24 | $5.4B | $28.9B | ||
| Q2 24 | $5.3B | $28.4B | ||
| Q1 24 | $5.2B | $27.2B |
总资产MKCMTB
| Q4 25 | $13.2B | $213.5B | ||
| Q3 25 | $13.2B | $211.3B | ||
| Q2 25 | $13.2B | $211.6B | ||
| Q1 25 | $12.9B | $210.3B | ||
| Q4 24 | $13.1B | $208.1B | ||
| Q3 24 | $13.2B | $211.8B | ||
| Q2 24 | $13.0B | $208.9B | ||
| Q1 24 | $12.9B | $215.1B |
负债/权益比MKCMTB
| Q4 25 | 0.63× | 0.37× | ||
| Q3 25 | 0.67× | 0.45× | ||
| Q2 25 | 0.69× | 0.43× | ||
| Q1 25 | 0.71× | 0.36× | ||
| Q4 24 | 0.73× | 0.43× | ||
| Q3 24 | 0.63× | 0.40× | ||
| Q2 24 | 0.77× | 0.40× | ||
| Q1 24 | 0.79× | 0.42× |
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 | $542.0M | $3.0B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.39× | 3.96× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MKCMTB
| Q4 25 | $542.0M | $3.0B | ||
| Q3 25 | $258.8M | $1.0B | ||
| Q2 25 | $45.9M | $844.0M | ||
| Q1 25 | $115.5M | $635.0M | ||
| Q4 24 | $458.7M | $3.6B | ||
| Q3 24 | $161.7M | $-28.0M | ||
| Q2 24 | $163.1M | $1.4B | ||
| Q1 24 | $138.4M | $608.0M |
自由现金流MKCMTB
| Q4 25 | — | — | ||
| Q3 25 | $206.1M | — | ||
| Q2 25 | $-2.4M | — | ||
| Q1 25 | $78.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $102.7M | — | ||
| Q2 24 | $94.8M | — | ||
| Q1 24 | $76.4M | — |
自由现金流率MKCMTB
| Q4 25 | — | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 4.8% | — |
资本支出强度MKCMTB
| Q4 25 | — | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 4.2% | — | ||
| Q1 24 | 3.9% | — |
现金转化率MKCMTB
| Q4 25 | 2.39× | 3.96× | ||
| Q3 25 | 1.15× | 1.26× | ||
| Q2 25 | 0.26× | 1.18× | ||
| Q1 25 | 0.71× | 1.09× | ||
| Q4 24 | 2.13× | 5.30× | ||
| Q3 24 | 0.72× | -0.04× | ||
| Q2 24 | 0.89× | 2.07× | ||
| Q1 24 | 0.83× | 1.15× |
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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
MTB
暂无分部数据
