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爱科（AGCO）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
爱科的季度营收约是RPM INTERNATIONAL INC的1.5倍（$2.9B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 3.3%，领先5.2%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 1.1%），爱科自由现金流更多（$675.0M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -0.1%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
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。
AGCO vs RPM — 直观对比
营收规模更大
AGCO
是对方的1.5倍
$1.9B
营收增速更快
RPM
高出2.4%
1.1%
净利率更高
RPM
高出5.2%
3.3%
自由现金流更多
AGCO
多$378.6M
$296.4M
两年增速更快
RPM
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $1.9B |
| 净利润 | $95.5M | $161.2M |
| 毛利率 | 25.4% | 40.8% |
| 营业利润率 | 7.9% | 11.0% |
| 净利率 | 3.3% | 8.4% |
| 营收同比 | 1.1% | 3.5% |
| 净利润同比 | 137.3% | -12.0% |
| 每股收益（稀释后） | $1.30 | $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AGCORPM
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $3.2B | $2.0B | ||
| Q1 24 | $2.9B | $1.5B |
净利润AGCORPM
| Q4 25 | $95.5M | $161.2M | ||
| Q3 25 | $305.7M | $227.6M | ||
| Q2 25 | $314.8M | $225.8M | ||
| Q1 25 | $10.5M | $52.0M | ||
| Q4 24 | $-255.7M | $183.2M | ||
| Q3 24 | $30.0M | $227.7M | ||
| Q2 24 | $-367.1M | $180.6M | ||
| Q1 24 | $168.0M | $61.2M |
毛利率AGCORPM
| Q4 25 | 25.4% | 40.8% | ||
| Q3 25 | 26.1% | 42.3% | ||
| Q2 25 | 25.0% | 42.4% | ||
| Q1 25 | 25.4% | 38.4% | ||
| Q4 24 | 23.9% | 41.4% | ||
| Q3 24 | 23.2% | 42.5% | ||
| Q2 24 | 25.8% | 41.4% | ||
| Q1 24 | 26.3% | 39.9% |
营业利润率AGCORPM
| Q4 25 | 7.9% | 11.0% | ||
| Q3 25 | 6.1% | 14.1% | ||
| Q2 25 | 6.2% | 11.9% | ||
| Q1 25 | 2.4% | 2.8% | ||
| Q4 24 | -9.3% | 11.5% | ||
| Q3 24 | 4.4% | 14.8% | ||
| Q2 24 | -7.4% | 11.9% | ||
| Q1 24 | 9.3% | 5.5% |
净利率AGCORPM
| Q4 25 | 3.3% | 8.4% | ||
| Q3 25 | 12.3% | 10.8% | ||
| Q2 25 | 11.9% | 10.8% | ||
| Q1 25 | 0.5% | 3.5% | ||
| Q4 24 | -8.9% | 9.9% | ||
| Q3 24 | 1.2% | 11.6% | ||
| Q2 24 | -11.3% | 9.0% | ||
| Q1 24 | 5.7% | 4.0% |
每股收益（稀释后）AGCORPM
| Q4 25 | $1.30 | $1.26 | ||
| Q3 25 | $4.09 | $1.77 | ||
| Q2 25 | $4.22 | $1.76 | ||
| Q1 25 | $0.14 | $0.40 | ||
| Q4 24 | $-3.42 | $1.42 | ||
| Q3 24 | $0.40 | $1.77 | ||
| Q2 24 | $-4.92 | $1.40 | ||
| Q1 24 | $2.25 | $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 | $861.8M | $316.6M |
| 总债务越低越好 | $2.4B | $2.5B |
| 股东权益账面价值 | $4.3B | $3.1B |
| 总资产 | $11.9B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AGCORPM
| Q4 25 | $861.8M | $316.6M | ||
| Q3 25 | $884.1M | $297.1M | ||
| Q2 25 | $783.9M | $302.1M | ||
| Q1 25 | $562.6M | $241.9M | ||
| Q4 24 | $612.7M | $268.7M | ||
| Q3 24 | $622.6M | $231.6M | ||
| Q2 24 | $657.3M | $237.4M | ||
| Q1 24 | $2.5B | $248.9M |
总债务AGCORPM
| Q4 25 | $2.4B | $2.5B | ||
| Q3 25 | $2.7B | $2.7B | ||
| Q2 25 | $2.8B | $2.6B | ||
| Q1 25 | $2.8B | $2.1B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $3.9B | $2.0B | ||
| Q1 24 | $3.7B | $2.2B |
股东权益AGCORPM
| Q4 25 | $4.3B | $3.1B | ||
| Q3 25 | $4.5B | $3.1B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $4.1B | $2.5B | ||
| Q1 24 | $4.8B | $2.3B |
总资产AGCORPM
| Q4 25 | $11.9B | $7.9B | ||
| Q3 25 | $12.5B | $7.9B | ||
| Q2 25 | $12.3B | $7.8B | ||
| Q1 25 | $11.5B | $6.6B | ||
| Q4 24 | $11.2B | $6.7B | ||
| Q3 24 | $13.5B | $6.6B | ||
| Q2 24 | $13.6B | $6.6B | ||
| Q1 24 | $13.5B | $6.4B |
负债/权益比AGCORPM
| Q4 25 | 0.56× | 0.80× | ||
| Q3 25 | 0.61× | 0.87× | ||
| Q2 25 | 0.68× | 0.91× | ||
| Q1 25 | 0.74× | 0.78× | ||
| Q4 24 | 0.68× | 0.74× | ||
| Q3 24 | 0.95× | 0.77× | ||
| Q2 24 | 0.95× | 0.79× | ||
| Q1 24 | 0.78× | 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 | $763.6M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $675.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 23.1% | 15.5% |
| 资本支出强度资本支出/营收 | 3.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 8.00× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $740.2M | $582.9M |
8季度趋势，按日历期对齐
经营现金流AGCORPM
| Q4 25 | $763.6M | $345.7M | ||
| Q3 25 | $71.0M | $237.5M | ||
| Q2 25 | $365.7M | $149.2M | ||
| Q1 25 | $-212.2M | $91.5M | ||
| Q4 24 | $797.9M | $279.4M | ||
| Q3 24 | $26.5M | $248.1M | ||
| Q2 24 | $235.5M | $181.2M | ||
| Q1 24 | $-370.0M | $173.4M |
自由现金流AGCORPM
| Q4 25 | $675.0M | $296.4M | ||
| Q3 25 | $2.1M | $175.0M | ||
| Q2 25 | $323.5M | $78.2M | ||
| Q1 25 | $-260.4M | $33.3M | ||
| Q4 24 | $683.9M | $229.5M | ||
| Q3 24 | $-59.8M | $197.3M | ||
| Q2 24 | $137.5M | $105.3M | ||
| Q1 24 | $-465.0M | $124.6M |
自由现金流率AGCORPM
| Q4 25 | 23.1% | 15.5% | ||
| Q3 25 | 0.1% | 8.3% | ||
| Q2 25 | 12.3% | 3.8% | ||
| Q1 25 | -12.7% | 2.3% | ||
| Q4 24 | 23.7% | 12.4% | ||
| Q3 24 | -2.3% | 10.0% | ||
| Q2 24 | 4.2% | 5.2% | ||
| Q1 24 | -15.9% | 8.2% |
资本支出强度AGCORPM
| Q4 25 | 3.0% | 2.6% | ||
| Q3 25 | 2.8% | 3.0% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 2.4% | 3.9% | ||
| Q4 24 | 3.9% | 2.7% | ||
| Q3 24 | 3.3% | 2.6% | ||
| Q2 24 | 3.0% | 3.8% | ||
| Q1 24 | 3.2% | 3.2% |
现金转化率AGCORPM
| Q4 25 | 8.00× | 2.14× | ||
| Q3 25 | 0.23× | 1.04× | ||
| Q2 25 | 1.16× | 0.66× | ||
| Q1 25 | -20.21× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 0.88× | 1.09× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | -2.20× | 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
AGCO
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
