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味好美（MKC）与RXO, Inc.（RXO）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RXO, Inc.的1.3倍（$1.9B vs $1.5B），味好美净利率更高（12.2% vs -3.1%，领先15.4%），味好美同比增速更快（2.9% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
MKC vs RXO — 直观对比
营收规模更大
MKC
是对方的1.3倍
$1.5B
营收增速更快
MKC
高出14.8%
-11.9%
净利率更高
MKC
高出15.4%
-3.1%
两年增速更快
RXO
近两年复合增速
7.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $226.6M | $-46.0M |
| 毛利率 | 38.9% | — |
| 营业利润率 | 16.8% | -2.9% |
| 净利率 | 12.2% | -3.1% |
| 营收同比 | 2.9% | -11.9% |
| 净利润同比 | 5.3% | -84.0% |
| 每股收益（稀释后） | $0.84 | $-0.28 |
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MKCRXO
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.6B | $930.0M | ||
| Q1 24 | $1.6B | $913.0M |
净利润MKCRXO
| Q4 25 | $226.6M | $-46.0M | ||
| Q3 25 | $225.5M | $-14.0M | ||
| Q2 25 | $175.0M | $-9.0M | ||
| Q1 25 | $162.3M | $-31.0M | ||
| Q4 24 | $215.2M | $-25.0M | ||
| Q3 24 | $223.1M | $-243.0M | ||
| Q2 24 | $184.2M | $-7.0M | ||
| Q1 24 | $166.0M | $-15.0M |
毛利率MKCRXO
| 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MKCRXO
| Q4 25 | 16.8% | -2.9% | ||
| Q3 25 | 16.7% | -0.5% | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 14.0% | -2.1% | ||
| Q4 24 | 17.0% | -1.4% | ||
| Q3 24 | 17.1% | -1.9% | ||
| Q2 24 | 14.2% | — | ||
| Q1 24 | 14.6% | -1.3% |
净利率MKCRXO
| Q4 25 | 12.2% | -3.1% | ||
| Q3 25 | 13.1% | -1.0% | ||
| Q2 25 | 10.5% | -0.6% | ||
| Q1 25 | 10.1% | -2.2% | ||
| Q4 24 | 12.0% | -1.5% | ||
| Q3 24 | 13.3% | -23.4% | ||
| Q2 24 | 11.2% | -0.8% | ||
| Q1 24 | 10.4% | -1.6% |
每股收益（稀释后）MKCRXO
| Q4 25 | $0.84 | $-0.28 | ||
| Q3 25 | $0.84 | $-0.08 | ||
| Q2 25 | $0.65 | $-0.05 | ||
| Q1 25 | $0.60 | $-0.18 | ||
| Q4 24 | $0.79 | $-0.17 | ||
| Q3 24 | $0.83 | $-1.81 | ||
| Q2 24 | $0.68 | $-0.06 | ||
| Q1 24 | $0.62 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | $3.6B | $387.0M |
| 股东权益账面价值 | $5.7B | $1.5B |
| 总资产 | $13.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资MKCRXO
| Q4 25 | $95.9M | $17.0M | ||
| Q3 25 | $94.9M | $25.0M | ||
| Q2 25 | $124.1M | $18.0M | ||
| Q1 25 | $102.8M | $16.0M | ||
| Q4 24 | $186.1M | $35.0M | ||
| Q3 24 | $200.8M | $55.0M | ||
| Q2 24 | $166.3M | $7.0M | ||
| Q1 24 | $178.0M | $7.0M |
总债务MKCRXO
| Q4 25 | $3.6B | $387.0M | ||
| Q3 25 | $3.9B | $387.0M | ||
| Q2 25 | $3.9B | $387.0M | ||
| Q1 25 | $3.9B | $387.0M | ||
| Q4 24 | $3.9B | $351.0M | ||
| Q3 24 | $3.4B | $352.0M | ||
| Q2 24 | $4.1B | $370.0M | ||
| Q1 24 | $4.1B | $351.0M |
股东权益MKCRXO
| Q4 25 | $5.7B | $1.5B | ||
| Q3 25 | $5.8B | $1.6B | ||
| Q2 25 | $5.6B | $1.6B | ||
| Q1 25 | $5.4B | $1.6B | ||
| Q4 24 | $5.3B | $1.6B | ||
| Q3 24 | $5.4B | $1.7B | ||
| Q2 24 | $5.3B | $579.0M | ||
| Q1 24 | $5.2B | $582.0M |
总资产MKCRXO
| Q4 25 | $13.2B | $3.3B | ||
| Q3 25 | $13.2B | $3.2B | ||
| Q2 25 | $13.2B | $3.2B | ||
| Q1 25 | $12.9B | $3.3B | ||
| Q4 24 | $13.1B | $3.4B | ||
| Q3 24 | $13.2B | $3.4B | ||
| Q2 24 | $13.0B | $1.8B | ||
| Q1 24 | $12.9B | $1.8B |
负债/权益比MKCRXO
| Q4 25 | 0.63× | 0.25× | ||
| Q3 25 | 0.67× | 0.24× | ||
| Q2 25 | 0.69× | 0.24× | ||
| Q1 25 | 0.71× | 0.24× | ||
| Q4 24 | 0.73× | 0.22× | ||
| Q3 24 | 0.63× | 0.21× | ||
| Q2 24 | 0.77× | 0.64× | ||
| Q1 24 | 0.79× | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流MKCRXO
| Q4 25 | $542.0M | $7.0M | ||
| Q3 25 | $258.8M | $23.0M | ||
| Q2 25 | $45.9M | $23.0M | ||
| Q1 25 | $115.5M | $-2.0M | ||
| Q4 24 | $458.7M | $-7.0M | ||
| Q3 24 | $161.7M | $-7.0M | ||
| Q2 24 | $163.1M | $-5.0M | ||
| Q1 24 | $138.4M | $7.0M |
自由现金流MKCRXO
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $206.1M | $9.0M | ||
| Q2 25 | $-2.4M | $9.0M | ||
| Q1 25 | $78.4M | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | $102.7M | $-18.0M | ||
| Q2 24 | $94.8M | $-16.0M | ||
| Q1 24 | $76.4M | $-4.0M |
自由现金流率MKCRXO
| Q4 25 | — | -0.6% | ||
| Q3 25 | 11.9% | 0.6% | ||
| Q2 25 | -0.1% | 0.6% | ||
| Q1 25 | 4.9% | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 6.1% | -1.7% | ||
| Q2 24 | 5.8% | -1.7% | ||
| Q1 24 | 4.8% | -0.4% |
资本支出强度MKCRXO
| Q4 25 | — | 1.1% | ||
| Q3 25 | 3.1% | 1.0% | ||
| Q2 25 | 2.9% | 1.0% | ||
| Q1 25 | 2.3% | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 3.5% | 1.1% | ||
| Q2 24 | 4.2% | 1.2% | ||
| Q1 24 | 3.9% | 1.2% |
现金转化率MKCRXO
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
