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味好美（MKC）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是味好美的1.0倍（$1.9B vs $1.9B），味好美净利率更高（12.2% vs 8.4%，领先3.8%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 2.9%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 7.5%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
MKC vs RPM — 直观对比
营收规模更大
RPM
是对方的1.0倍
$1.9B
营收增速更快
RPM
高出0.6%
2.9%
净利率更高
MKC
高出3.8%
8.4%
两年增速更快
RPM
近两年复合增速
7.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $226.6M | $161.2M |
| 毛利率 | 38.9% | 40.8% |
| 营业利润率 | 16.8% | 11.0% |
| 净利率 | 12.2% | 8.4% |
| 营收同比 | 2.9% | 3.5% |
| 净利润同比 | 5.3% | -12.0% |
| 每股收益（稀释后） | $0.84 | $1.26 |
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MKCRPM
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润MKCRPM
| Q4 25 | $226.6M | $161.2M | ||
| Q3 25 | $225.5M | $227.6M | ||
| Q2 25 | $175.0M | $225.8M | ||
| Q1 25 | $162.3M | $52.0M | ||
| Q4 24 | $215.2M | $183.2M | ||
| Q3 24 | $223.1M | $227.7M | ||
| Q2 24 | $184.2M | $180.6M | ||
| Q1 24 | $166.0M | $61.2M |
毛利率MKCRPM
| Q4 25 | 38.9% | 40.8% | ||
| Q3 25 | 37.4% | 42.3% | ||
| Q2 25 | 37.5% | 42.4% | ||
| Q1 25 | 37.6% | 38.4% | ||
| Q4 24 | 40.2% | 41.4% | ||
| Q3 24 | 38.7% | 42.5% | ||
| Q2 24 | 37.7% | 41.4% | ||
| Q1 24 | 37.4% | 39.9% |
营业利润率MKCRPM
| Q4 25 | 16.8% | 11.0% | ||
| Q3 25 | 16.7% | 14.1% | ||
| Q2 25 | 14.8% | 11.9% | ||
| Q1 25 | 14.0% | 2.8% | ||
| Q4 24 | 17.0% | 11.5% | ||
| Q3 24 | 17.1% | 14.8% | ||
| Q2 24 | 14.2% | 11.9% | ||
| Q1 24 | 14.6% | 5.5% |
净利率MKCRPM
| Q4 25 | 12.2% | 8.4% | ||
| Q3 25 | 13.1% | 10.8% | ||
| Q2 25 | 10.5% | 10.8% | ||
| Q1 25 | 10.1% | 3.5% | ||
| Q4 24 | 12.0% | 9.9% | ||
| Q3 24 | 13.3% | 11.6% | ||
| Q2 24 | 11.2% | 9.0% | ||
| Q1 24 | 10.4% | 4.0% |
每股收益（稀释后）MKCRPM
| Q4 25 | $0.84 | $1.26 | ||
| Q3 25 | $0.84 | $1.77 | ||
| Q2 25 | $0.65 | $1.76 | ||
| Q1 25 | $0.60 | $0.40 | ||
| Q4 24 | $0.79 | $1.42 | ||
| Q3 24 | $0.83 | $1.77 | ||
| Q2 24 | $0.68 | $1.40 | ||
| Q1 24 | $0.62 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $3.6B | $2.5B |
| 股东权益账面价值 | $5.7B | $3.1B |
| 总资产 | $13.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资MKCRPM
| Q4 25 | $95.9M | $316.6M | ||
| Q3 25 | $94.9M | $297.1M | ||
| Q2 25 | $124.1M | $302.1M | ||
| Q1 25 | $102.8M | $241.9M | ||
| Q4 24 | $186.1M | $268.7M | ||
| Q3 24 | $200.8M | $231.6M | ||
| Q2 24 | $166.3M | $237.4M | ||
| Q1 24 | $178.0M | $248.9M |
总债务MKCRPM
| Q4 25 | $3.6B | $2.5B | ||
| Q3 25 | $3.9B | $2.7B | ||
| Q2 25 | $3.9B | $2.6B | ||
| Q1 25 | $3.9B | $2.1B | ||
| Q4 24 | $3.9B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $4.1B | $2.0B | ||
| Q1 24 | $4.1B | $2.2B |
股东权益MKCRPM
| Q4 25 | $5.7B | $3.1B | ||
| Q3 25 | $5.8B | $3.1B | ||
| Q2 25 | $5.6B | $2.9B | ||
| Q1 25 | $5.4B | $2.7B | ||
| Q4 24 | $5.3B | $2.7B | ||
| Q3 24 | $5.4B | $2.6B | ||
| Q2 24 | $5.3B | $2.5B | ||
| Q1 24 | $5.2B | $2.3B |
总资产MKCRPM
| Q4 25 | $13.2B | $7.9B | ||
| Q3 25 | $13.2B | $7.9B | ||
| Q2 25 | $13.2B | $7.8B | ||
| Q1 25 | $12.9B | $6.6B | ||
| Q4 24 | $13.1B | $6.7B | ||
| Q3 24 | $13.2B | $6.6B | ||
| Q2 24 | $13.0B | $6.6B | ||
| Q1 24 | $12.9B | $6.4B |
负债/权益比MKCRPM
| Q4 25 | 0.63× | 0.80× | ||
| Q3 25 | 0.67× | 0.87× | ||
| Q2 25 | 0.69× | 0.91× | ||
| Q1 25 | 0.71× | 0.78× | ||
| Q4 24 | 0.73× | 0.74× | ||
| Q3 24 | 0.63× | 0.77× | ||
| Q2 24 | 0.77× | 0.79× | ||
| Q1 24 | 0.79× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 2.39× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流MKCRPM
| Q4 25 | $542.0M | $345.7M | ||
| Q3 25 | $258.8M | $237.5M | ||
| Q2 25 | $45.9M | $149.2M | ||
| Q1 25 | $115.5M | $91.5M | ||
| Q4 24 | $458.7M | $279.4M | ||
| Q3 24 | $161.7M | $248.1M | ||
| Q2 24 | $163.1M | $181.2M | ||
| Q1 24 | $138.4M | $173.4M |
自由现金流MKCRPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | $206.1M | $175.0M | ||
| Q2 25 | $-2.4M | $78.2M | ||
| Q1 25 | $78.4M | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | $102.7M | $197.3M | ||
| Q2 24 | $94.8M | $105.3M | ||
| Q1 24 | $76.4M | $124.6M |
自由现金流率MKCRPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | 11.9% | 8.3% | ||
| Q2 25 | -0.1% | 3.8% | ||
| Q1 25 | 4.9% | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 6.1% | 10.0% | ||
| Q2 24 | 5.8% | 5.2% | ||
| Q1 24 | 4.8% | 8.2% |
资本支出强度MKCRPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | 3.1% | 3.0% | ||
| Q2 25 | 2.9% | 3.4% | ||
| Q1 25 | 2.3% | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 3.5% | 2.6% | ||
| Q2 24 | 4.2% | 3.8% | ||
| Q1 24 | 3.9% | 3.2% |
现金转化率MKCRPM
| Q4 25 | 2.39× | 2.14× | ||
| Q3 25 | 1.15× | 1.04× | ||
| Q2 25 | 0.26× | 0.66× | ||
| Q1 25 | 0.71× | 1.76× | ||
| Q4 24 | 2.13× | 1.53× | ||
| Q3 24 | 0.72× | 1.09× | ||
| Q2 24 | 0.89× | 1.00× | ||
| Q1 24 | 0.83× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
