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味好美（MKC）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是Rivian Automotive, Inc.的1.4倍（$1.9B vs $1.3B），味好美净利率更高（12.2% vs -63.1%，领先75.3%），味好美同比增速更快（2.9% vs -25.8%），过去两年味好美的营收复合增速更高（7.5% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
MKC vs RIVN — 直观对比
营收规模更大
MKC
是对方的1.4倍
$1.3B
营收增速更快
MKC
高出28.8%
-25.8%
净利率更高
MKC
高出75.3%
-63.1%
两年增速更快
MKC
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $226.6M | $-811.0M |
| 毛利率 | 38.9% | 9.3% |
| 营业利润率 | 16.8% | -64.8% |
| 净利率 | 12.2% | -63.1% |
| 营收同比 | 2.9% | -25.8% |
| 净利润同比 | 5.3% | -9.0% |
| 每股收益（稀释后） | $0.84 | $-0.66 |
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MKCRIVN
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.7B | $874.0M | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润MKCRIVN
| Q4 25 | $226.6M | $-811.0M | ||
| Q3 25 | $225.5M | $-1.2B | ||
| Q2 25 | $175.0M | $-1.1B | ||
| Q1 25 | $162.3M | $-545.0M | ||
| Q4 24 | $215.2M | $-744.0M | ||
| Q3 24 | $223.1M | $-1.1B | ||
| Q2 24 | $184.2M | $-1.5B | ||
| Q1 24 | $166.0M | $-1.4B |
毛利率MKCRIVN
| Q4 25 | 38.9% | 9.3% | ||
| Q3 25 | 37.4% | 1.5% | ||
| Q2 25 | 37.5% | -15.8% | ||
| Q1 25 | 37.6% | 16.6% | ||
| Q4 24 | 40.2% | 9.8% | ||
| Q3 24 | 38.7% | -44.9% | ||
| Q2 24 | 37.7% | -38.9% | ||
| Q1 24 | 37.4% | -43.8% |
营业利润率MKCRIVN
| Q4 25 | 16.8% | -64.8% | ||
| Q3 25 | 16.7% | -63.1% | ||
| Q2 25 | 14.8% | -85.5% | ||
| Q1 25 | 14.0% | -52.8% | ||
| Q4 24 | 17.0% | -38.1% | ||
| Q3 24 | 17.1% | -133.8% | ||
| Q2 24 | 14.2% | -118.7% | ||
| Q1 24 | 14.6% | -123.3% |
净利率MKCRIVN
| Q4 25 | 12.2% | -63.1% | ||
| Q3 25 | 13.1% | -75.3% | ||
| Q2 25 | 10.5% | -85.7% | ||
| Q1 25 | 10.1% | -44.0% | ||
| Q4 24 | 12.0% | -42.9% | ||
| Q3 24 | 13.3% | -125.9% | ||
| Q2 24 | 11.2% | -125.8% | ||
| Q1 24 | 10.4% | -120.1% |
每股收益（稀释后）MKCRIVN
| Q4 25 | $0.84 | $-0.66 | ||
| Q3 25 | $0.84 | $-0.96 | ||
| Q2 25 | $0.65 | $-0.97 | ||
| Q1 25 | $0.60 | $-0.48 | ||
| Q4 24 | $0.79 | $-0.67 | ||
| Q3 24 | $0.83 | $-1.08 | ||
| Q2 24 | $0.68 | $-1.46 | ||
| Q1 24 | $0.62 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $5.7B | $4.6B |
| 总资产 | $13.2B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资MKCRIVN
| Q4 25 | $95.9M | $6.1B | ||
| Q3 25 | $94.9M | $7.1B | ||
| Q2 25 | $124.1M | $7.5B | ||
| Q1 25 | $102.8M | $7.2B | ||
| Q4 24 | $186.1M | $7.7B | ||
| Q3 24 | $200.8M | $6.7B | ||
| Q2 24 | $166.3M | $7.9B | ||
| Q1 24 | $178.0M | $7.9B |
总债务MKCRIVN
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $4.1B | $5.5B | ||
| Q1 24 | $4.1B | $4.4B |
股东权益MKCRIVN
| Q4 25 | $5.7B | $4.6B | ||
| Q3 25 | $5.8B | $5.1B | ||
| Q2 25 | $5.6B | $6.1B | ||
| Q1 25 | $5.4B | $6.2B | ||
| Q4 24 | $5.3B | $6.6B | ||
| Q3 24 | $5.4B | $5.9B | ||
| Q2 24 | $5.3B | $6.8B | ||
| Q1 24 | $5.2B | $8.1B |
总资产MKCRIVN
| Q4 25 | $13.2B | $14.9B | ||
| Q3 25 | $13.2B | $15.2B | ||
| Q2 25 | $13.2B | $15.6B | ||
| Q1 25 | $12.9B | $15.5B | ||
| Q4 24 | $13.1B | $15.4B | ||
| Q3 24 | $13.2B | $14.3B | ||
| Q2 24 | $13.0B | $15.4B | ||
| Q1 24 | $12.9B | $15.7B |
负债/权益比MKCRIVN
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.77× | 0.81× | ||
| Q1 24 | 0.79× | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流MKCRIVN
| Q4 25 | $542.0M | $-681.0M | ||
| Q3 25 | $258.8M | $26.0M | ||
| Q2 25 | $45.9M | $64.0M | ||
| Q1 25 | $115.5M | $-188.0M | ||
| Q4 24 | $458.7M | $1.2B | ||
| Q3 24 | $161.7M | $-876.0M | ||
| Q2 24 | $163.1M | $-754.0M | ||
| Q1 24 | $138.4M | $-1.3B |
自由现金流MKCRIVN
| Q4 25 | — | $-1.1B | ||
| Q3 25 | $206.1M | $-421.0M | ||
| Q2 25 | $-2.4M | $-398.0M | ||
| Q1 25 | $78.4M | $-526.0M | ||
| Q4 24 | — | $856.0M | ||
| Q3 24 | $102.7M | $-1.2B | ||
| Q2 24 | $94.8M | $-1.0B | ||
| Q1 24 | $76.4M | $-1.5B |
自由现金流率MKCRIVN
| Q4 25 | — | -89.0% | ||
| Q3 25 | 11.9% | -27.0% | ||
| Q2 25 | -0.1% | -30.5% | ||
| Q1 25 | 4.9% | -42.4% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | 6.1% | -131.9% | ||
| Q2 24 | 5.8% | -89.6% | ||
| Q1 24 | 4.8% | -126.5% |
资本支出强度MKCRIVN
| Q4 25 | — | 36.0% | ||
| Q3 25 | 3.1% | 28.7% | ||
| Q2 25 | 2.9% | 35.5% | ||
| Q1 25 | 2.3% | 27.3% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | 3.5% | 31.7% | ||
| Q2 24 | 4.2% | 24.4% | ||
| Q1 24 | 3.9% | 21.1% |
现金转化率MKCRIVN
| Q4 25 | 2.39× | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 2.13× | — | ||
| Q3 24 | 0.72× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | 0.83× | — |
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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
