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墨西哥国际航空（AERO）与BOISE CASCADE Co（BCC）财务数据对比。点击上方公司名可切换其他公司
BOISE CASCADE Co的季度营收约是墨西哥国际航空的1.0倍（$1.5B vs $1.4B），墨西哥国际航空净利率更高（11.5% vs 0.6%，领先10.9%）
墨西哥国际航空集团是墨西哥旗舰航空控股企业，提供国内及国际客货运航空运输服务，航线网络覆盖北美、南美、欧洲及亚洲，服务休闲与商务出行群体，配备现代化民航机队，可满足不同用户的出行需求。
博伊西卡斯卡德公司是总部位于美国爱达荷州博伊西的企业，主营木制品制造与建筑材料批发分销业务，产品覆盖各类建筑用木材及相关建材，为建筑行业客户提供稳定的供应链支持。
AERO vs BCC — 直观对比
营收规模更大
BCC
是对方的1.0倍
$1.4B
净利率更高
AERO
高出10.9%
0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $165.0M | $8.7M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | 1.1% |
| 净利率 | 11.5% | 0.6% |
| 营收同比 | — | -6.8% |
| 净利润同比 | — | -87.3% |
| 每股收益（稀释后） | — | $0.25 |
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AEROBCC
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.6B |
净利润AEROBCC
| Q4 25 | $165.0M | $8.7M | ||
| Q3 25 | — | $21.8M | ||
| Q2 25 | — | $62.0M | ||
| Q1 25 | — | $40.3M | ||
| Q4 24 | — | $68.9M | ||
| Q3 24 | — | $91.0M | ||
| Q2 24 | — | $112.3M | ||
| Q1 24 | — | $104.1M |
营业利润率AEROBCC
| Q4 25 | 21.1% | 1.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 8.2% | ||
| Q1 24 | — | 8.1% |
净利率AEROBCC
| Q4 25 | 11.5% | 0.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 6.2% | ||
| Q1 24 | — | 6.3% |
每股收益（稀释后）AEROBCC
| Q4 25 | — | $0.25 | ||
| Q3 25 | — | $0.58 | ||
| Q2 25 | — | $1.64 | ||
| Q1 25 | — | $1.06 | ||
| Q4 24 | — | $1.79 | ||
| Q3 24 | — | $2.33 | ||
| Q2 24 | — | $2.84 | ||
| Q1 24 | — | $2.61 |
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 | — | $477.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | — | $3.2B |
| 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AEROBCC
| Q4 25 | — | $477.2M | ||
| Q3 25 | — | $511.8M | ||
| Q2 25 | — | $481.0M | ||
| Q1 25 | — | $561.8M | ||
| Q4 24 | — | $713.3M | ||
| Q3 24 | — | $761.6M | ||
| Q2 24 | — | $922.1M | ||
| Q1 24 | — | $890.2M |
股东权益AEROBCC
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.3B |
总资产AEROBCC
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.6B |
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 | — | $131.0M |
| 自由现金流经营现金流 - 资本支出 | — | $77.0M |
| 自由现金流率自由现金流/营收 | — | 5.3% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | — | 15.00× |
| 过去12个月自由现金流最近4个季度 | — | $12.7M |
8季度趋势，按日历期对齐
经营现金流AEROBCC
| Q4 25 | — | $131.0M | ||
| Q3 25 | — | $118.4M | ||
| Q2 25 | — | $33.2M | ||
| Q1 25 | — | $-28.5M | ||
| Q4 24 | — | $94.6M | ||
| Q3 24 | — | $174.6M | ||
| Q2 24 | — | $141.7M | ||
| Q1 24 | — | $27.5M |
自由现金流AEROBCC
| Q4 25 | — | $77.0M | ||
| Q3 25 | — | $63.2M | ||
| Q2 25 | — | $-45.9M | ||
| Q1 25 | — | $-81.7M | ||
| Q4 24 | — | $759.0K | ||
| Q3 24 | — | $112.9M | ||
| Q2 24 | — | $101.9M | ||
| Q1 24 | — | $-6.9M |
自由现金流率AEROBCC
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | -2.6% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | -0.4% |
资本支出强度AEROBCC
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 6.0% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.1% |
现金转化率AEROBCC
| Q4 25 | — | 15.00× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 1.92× | ||
| Q2 24 | — | 1.26× | ||
| Q1 24 | — | 0.26× |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
