vs
棒约翰（PZZA）与TFI International Inc.（TFII）财务数据对比。点击上方公司名可切换其他公司
TFI International Inc.的季度营收约是棒约翰的1.9倍（$921.9M vs $498.2M）
棒约翰国际是源自美国的知名披萨餐饮连锁品牌，截至2023年，它是美国市场规模第四大披萨外送连锁餐饮集团，总部设于肯塔基州路易斯维尔与佐治亚州亚特兰大的都会区，在全球多地开设门店，主打披萨外卖业务。
TFI International Inc.是加拿大知名运输物流企业，总部位于魁北克省蒙特利尔市圣洛朗区，业务覆盖加拿大、美国、墨西哥，主营零担运输、包裹快递、物流服务、整车运输四大板块，拥有加拿大规模最大的零担业务及卡车车队，2021年营收位列北美零担及整车运输商第六位，运营卡车超1.4万辆。
PZZA vs TFII — 直观对比
营收规模更大
TFII
是对方的1.9倍
$498.2M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $498.2M | $921.9M |
| 净利润 | $7.1M | — |
| 毛利率 | — | — |
| 营业利润率 | 4.9% | 8.4% |
| 净利率 | 1.4% | — |
| 营收同比 | -6.1% | — |
| 净利润同比 | -52.2% | — |
| 每股收益（稀释后） | $0.22 | — |
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PZZATFII
| Q4 25 | $498.2M | — | ||
| Q3 25 | $508.2M | $921.9M | ||
| Q2 25 | $529.2M | $2.0B | ||
| Q1 25 | $518.3M | $2.0B | ||
| Q4 24 | $530.8M | — | ||
| Q3 24 | $506.8M | $1.0B | ||
| Q2 24 | $507.9M | $2.3B | ||
| Q1 24 | $513.9M | $1.9B |
净利润PZZATFII
| Q4 25 | $7.1M | — | ||
| Q3 25 | $4.7M | — | ||
| Q2 25 | $9.5M | $98.2M | ||
| Q1 25 | $9.2M | $56.0M | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $12.2M | $117.8M | ||
| Q1 24 | $14.6M | $92.8M |
营业利润率PZZATFII
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.2% | 8.4% | ||
| Q2 25 | 4.6% | 8.4% | ||
| Q1 25 | 4.6% | 5.8% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 12.9% | 9.5% | ||
| Q2 24 | 5.6% | 9.2% | ||
| Q1 24 | 6.6% | 8.1% |
净利率PZZATFII
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.8% | 4.8% | ||
| Q1 25 | 1.8% | 2.9% | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 2.4% | 5.2% | ||
| Q1 24 | 2.8% | 5.0% |
每股收益（稀释后）PZZATFII
| Q4 25 | $0.22 | — | ||
| Q3 25 | $0.13 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.27 | — | ||
| Q4 24 | $0.46 | — | ||
| Q3 24 | $1.27 | — | ||
| Q2 24 | $0.37 | — | ||
| Q1 24 | $0.44 | — |
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 | $34.6M | — |
| 总债务越低越好 | $722.3M | — |
| 股东权益账面价值 | $-444.8M | — |
| 总资产 | $837.5M | — |
| 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PZZATFII
| Q4 25 | $34.6M | — | ||
| Q3 25 | $39.0M | — | ||
| Q2 25 | $33.3M | — | ||
| Q1 25 | $44.0M | — | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $17.6M | — | ||
| Q2 24 | $24.3M | — | ||
| Q1 24 | $27.8M | — |
总债务PZZATFII
| Q4 25 | $722.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PZZATFII
| Q4 25 | $-444.8M | — | ||
| Q3 25 | $-439.3M | — | ||
| Q2 25 | $-432.0M | — | ||
| Q1 25 | $-431.9M | — | ||
| Q4 24 | $-429.5M | — | ||
| Q3 24 | $-430.9M | — | ||
| Q2 24 | $-461.7M | — | ||
| Q1 24 | $-461.9M | — |
总资产PZZATFII
| Q4 25 | $837.5M | — | ||
| Q3 25 | $884.1M | — | ||
| Q2 25 | $890.4M | — | ||
| Q1 25 | $898.1M | — | ||
| Q4 24 | $889.0M | — | ||
| Q3 24 | $860.9M | — | ||
| Q2 24 | $838.4M | — | ||
| Q1 24 | $847.2M | — |
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 | $19.8M | — |
| 自由现金流经营现金流 - 资本支出 | $2.1M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 2.80× | — |
| 过去12个月自由现金流最近4个季度 | $61.3M | — |
8季度趋势，按日历期对齐
经营现金流PZZATFII
| Q4 25 | $19.8M | — | ||
| Q3 25 | $39.3M | — | ||
| Q2 25 | $35.5M | — | ||
| Q1 25 | $31.3M | — | ||
| Q4 24 | $50.7M | — | ||
| Q3 24 | $13.9M | — | ||
| Q2 24 | $30.0M | — | ||
| Q1 24 | $12.0M | — |
自由现金流PZZATFII
| Q4 25 | $2.1M | — | ||
| Q3 25 | $22.7M | — | ||
| Q2 25 | $17.4M | — | ||
| Q1 25 | $19.1M | — | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $-3.8M | — | ||
| Q2 24 | $13.9M | — | ||
| Q1 24 | $-1.1M | — |
自由现金流率PZZATFII
| Q4 25 | 0.4% | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | -0.8% | — | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | -0.2% | — |
资本支出强度PZZATFII
| Q4 25 | 3.6% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 3.2% | — | ||
| Q1 24 | 2.5% | — |
现金转化率PZZATFII
| Q4 25 | 2.80× | — | ||
| Q3 25 | 8.36× | — | ||
| Q2 25 | 3.73× | — | ||
| Q1 25 | 3.40× | — | ||
| Q4 24 | 3.43× | — | ||
| Q3 24 | 0.33× | — | ||
| Q2 24 | 2.45× | — | ||
| Q1 24 | 0.82× | — |
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
PZZA
| Commissary | $236.8M | 48% |
| Company Owned Restaurant Sales | $154.4M | 31% |
| Franchisor | $47.5M | 10% |
| Advertising | $37.2M | 7% |
| Other | $22.2M | 4% |
TFII
暂无分部数据
