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奥驰亚(MO)与Raymond James Financial(RJF)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Raymond James Financial的1.4倍($5.4B vs $3.9B),奥驰亚净利率更高(40.2% vs 14.1%,领先26.1%),Raymond James Financial同比增速更快(13.0% vs 3.2%),过去两年Raymond James Financial的营收复合增速更高(1.3% vs -6.5%)
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
MO vs RJF — 直观对比
营收规模更大
MO
是对方的1.4倍
$3.9B
营收增速更快
RJF
高出9.8%
3.2%
净利率更高
MO
高出26.1%
14.1%
两年增速更快
RJF
近两年复合增速
-6.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $3.9B |
| 净利润 | $2.2B | $544.0M |
| 毛利率 | 64.6% | — |
| 营业利润率 | 54.5% | — |
| 净利率 | 40.2% | 14.1% |
| 营收同比 | 3.2% | 13.0% |
| 净利润同比 | — | 10.0% |
| 每股收益(稀释后) | $1.30 | $2.83 |
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
MO
RJF
| Q1 26 | $5.4B | $3.9B | ||
| Q4 25 | $5.8B | $4.2B | ||
| Q3 25 | $6.1B | $4.2B | ||
| Q2 25 | $6.1B | $3.8B | ||
| Q1 25 | $5.3B | $3.8B | ||
| Q4 24 | $6.0B | $4.0B | ||
| Q3 24 | $6.3B | $4.0B | ||
| Q2 24 | $6.2B | $3.8B |
净利润
MO
RJF
| Q1 26 | $2.2B | $544.0M | ||
| Q4 25 | $1.1B | $563.0M | ||
| Q3 25 | $2.4B | $604.0M | ||
| Q2 25 | $2.4B | $436.0M | ||
| Q1 25 | $1.1B | $495.0M | ||
| Q4 24 | $3.0B | $600.0M | ||
| Q3 24 | $2.3B | $602.0M | ||
| Q2 24 | $3.8B | $492.0M |
毛利率
MO
RJF
| Q1 26 | 64.6% | — | ||
| Q4 25 | 62.1% | — | ||
| Q3 25 | 62.8% | — | ||
| Q2 25 | 63.1% | — | ||
| Q1 25 | 61.8% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 59.2% | — |
营业利润率
MO
RJF
| Q1 26 | 54.5% | — | ||
| Q4 25 | 28.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 52.9% | 14.7% | ||
| Q1 25 | 34.0% | 17.5% | ||
| Q4 24 | 48.2% | 18.6% | ||
| Q3 24 | 50.4% | — | ||
| Q2 24 | 40.8% | 17.1% |
净利率
MO
RJF
| Q1 26 | 40.2% | 14.1% | ||
| Q4 25 | 19.1% | 13.5% | ||
| Q3 25 | 39.1% | 14.4% | ||
| Q2 25 | 39.0% | 11.3% | ||
| Q1 25 | 20.5% | 12.9% | ||
| Q4 24 | 50.9% | 14.9% | ||
| Q3 24 | 36.6% | 15.0% | ||
| Q2 24 | 61.2% | 13.1% |
每股收益(稀释后)
MO
RJF
| Q1 26 | $1.30 | $2.83 | ||
| Q4 25 | $0.67 | $2.79 | ||
| Q3 25 | $1.41 | $2.96 | ||
| Q2 25 | $1.41 | $2.12 | ||
| Q1 25 | $0.63 | $2.36 | ||
| Q4 24 | $1.78 | $2.86 | ||
| Q3 24 | $1.34 | $2.85 | ||
| Q2 24 | $2.21 | $2.31 |
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 | $3.5B | $5.4B |
| 总债务越低越好 | $24.6B | — |
| 股东权益账面价值 | — | $52.0M |
| 总资产 | $34.6B | $91.9B |
| 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
MO
RJF
| Q1 26 | $3.5B | $5.4B | ||
| Q4 25 | $4.5B | $9.9B | ||
| Q3 25 | $3.5B | $11.4B | ||
| Q2 25 | $1.3B | $9.2B | ||
| Q1 25 | $4.7B | $9.7B | ||
| Q4 24 | $3.1B | $10.0B | ||
| Q3 24 | $1.9B | $11.0B | ||
| Q2 24 | $1.8B | $9.1B |
总债务
MO
RJF
| Q1 26 | $24.6B | — | ||
| 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 | — |
股东权益
MO
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $-3.5B | $12.6B | ||
| Q3 25 | $-2.6B | $12.5B | ||
| Q2 25 | $-3.3B | $12.3B | ||
| Q1 25 | $-3.5B | $12.2B | ||
| Q4 24 | $-2.2B | $11.9B | ||
| Q3 24 | $-3.5B | $11.7B | ||
| Q2 24 | $-3.0B | $11.2B |
总资产
MO
RJF
| Q1 26 | $34.6B | $91.9B | ||
| Q4 25 | $35.0B | $88.8B | ||
| Q3 25 | $35.0B | $88.2B | ||
| Q2 25 | $32.3B | $84.8B | ||
| Q1 25 | $35.8B | $83.1B | ||
| Q4 24 | $35.2B | $82.3B | ||
| Q3 24 | $34.2B | $83.0B | ||
| Q2 24 | $34.4B | $80.6B |
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
MO
暂无分部数据
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |