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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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
RPM INTERNATIONAL INC的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.6倍（$1.9B vs $1.2B），RPM INTERNATIONAL INC净利率更高（8.4% vs 8.2%，领先0.2%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $93.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs RPM — 直观对比
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $95.3M | $161.2M |
| 毛利率 | 30.4% | 40.8% |
| 营业利润率 | 10.6% | 11.0% |
| 净利率 | 8.2% | 8.4% |
| 营收同比 | 8.4% | 3.5% |
| 净利润同比 | 2.2% | -12.0% |
| 每股收益（稀释后） | $2.51 | $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
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.1B | $1.5B |
| Q4 25 | $95.3M | $161.2M | ||
| Q3 25 | $100.8M | $227.6M | ||
| Q2 25 | $107.8M | $225.8M | ||
| Q1 25 | $99.8M | $52.0M | ||
| Q4 24 | $93.3M | $183.2M | ||
| Q3 24 | $92.1M | $227.7M | ||
| Q2 24 | $103.5M | $180.6M | ||
| Q1 24 | $97.2M | $61.2M |
| Q4 25 | 30.4% | 40.8% | ||
| Q3 25 | 30.1% | 42.3% | ||
| Q2 25 | 30.6% | 42.4% | ||
| Q1 25 | 30.5% | 38.4% | ||
| Q4 24 | 30.6% | 41.4% | ||
| Q3 24 | 29.6% | 42.5% | ||
| Q2 24 | 30.7% | 41.4% | ||
| Q1 24 | 29.5% | 39.9% |
| Q4 25 | 10.6% | 11.0% | ||
| Q3 25 | 10.8% | 14.1% | ||
| Q2 25 | 11.0% | 11.9% | ||
| Q1 25 | 11.1% | 2.8% | ||
| Q4 24 | 11.3% | 11.5% | ||
| Q3 24 | 10.3% | 14.8% | ||
| Q2 24 | 12.0% | 11.9% | ||
| Q1 24 | 10.6% | 5.5% |
| Q4 25 | 8.2% | 8.4% | ||
| Q3 25 | 8.4% | 10.8% | ||
| Q2 25 | 8.8% | 10.8% | ||
| Q1 25 | 8.6% | 3.5% | ||
| Q4 24 | 8.7% | 9.9% | ||
| Q3 24 | 8.4% | 11.6% | ||
| Q2 24 | 8.9% | 9.0% | ||
| Q1 24 | 8.5% | 4.0% |
| Q4 25 | $2.51 | $1.26 | ||
| Q3 25 | $2.63 | $1.77 | ||
| Q2 25 | $2.80 | $1.76 | ||
| Q1 25 | $2.57 | $0.40 | ||
| Q4 24 | $2.39 | $1.42 | ||
| Q3 24 | $2.36 | $1.77 | ||
| Q2 24 | $2.64 | $1.40 | ||
| Q1 24 | $2.48 | $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 | $406.0M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.9B | $3.1B |
| 总资产 | $3.2B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
| Q4 25 | $406.0M | $316.6M | ||
| Q3 25 | $418.7M | $297.1M | ||
| Q2 25 | $388.4M | $302.1M | ||
| Q1 25 | $352.8M | $241.9M | ||
| Q4 24 | $303.4M | $268.7M | ||
| Q3 24 | $538.5M | $231.6M | ||
| Q2 24 | $460.6M | $237.4M | ||
| Q1 24 | $456.5M | $248.9M |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $1.9B | $3.1B | ||
| Q3 25 | $1.9B | $3.1B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.8B | $2.7B | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.7B | $2.5B | ||
| Q1 24 | $1.7B | $2.3B |
| Q4 25 | $3.2B | $7.9B | ||
| Q3 25 | $3.2B | $7.9B | ||
| Q2 25 | $3.2B | $7.8B | ||
| Q1 25 | $3.1B | $6.6B | ||
| Q4 24 | $3.0B | $6.7B | ||
| Q3 24 | $3.0B | $6.6B | ||
| Q2 24 | $3.0B | $6.6B | ||
| Q1 24 | $2.9B | $6.4B |
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 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 | $99.7M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $296.4M |
| 自由现金流率自由现金流/营收 | 8.0% | 15.5% |
| 资本支出强度资本支出/营收 | 0.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.05× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $582.9M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $345.7M | ||
| Q3 25 | $119.3M | $237.5M | ||
| Q2 25 | $147.0M | $149.2M | ||
| Q1 25 | $122.5M | $91.5M | ||
| Q4 24 | $95.1M | $279.4M | ||
| Q3 24 | $127.7M | $248.1M | ||
| Q2 24 | $119.2M | $181.2M | ||
| Q1 24 | $84.2M | $173.4M |
| Q4 25 | $93.4M | $296.4M | ||
| Q3 25 | $112.0M | $175.0M | ||
| Q2 25 | $138.2M | $78.2M | ||
| Q1 25 | $114.9M | $33.3M | ||
| Q4 24 | $89.9M | $229.5M | ||
| Q3 24 | $122.2M | $197.3M | ||
| Q2 24 | $111.7M | $105.3M | ||
| Q1 24 | $76.7M | $124.6M |
| Q4 25 | 8.0% | 15.5% | ||
| Q3 25 | 9.3% | 8.3% | ||
| Q2 25 | 11.3% | 3.8% | ||
| Q1 25 | 9.8% | 2.3% | ||
| Q4 24 | 8.4% | 12.4% | ||
| Q3 24 | 11.1% | 10.0% | ||
| Q2 24 | 9.6% | 5.2% | ||
| Q1 24 | 6.7% | 8.2% |
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.6% | 3.0% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 0.6% | 3.9% | ||
| Q4 24 | 0.5% | 2.7% | ||
| Q3 24 | 0.5% | 2.6% | ||
| Q2 24 | 0.6% | 3.8% | ||
| Q1 24 | 0.7% | 3.2% |
| Q4 25 | 1.05× | 2.14× | ||
| Q3 25 | 1.18× | 1.04× | ||
| Q2 25 | 1.36× | 0.66× | ||
| Q1 25 | 1.23× | 1.76× | ||
| Q4 24 | 1.02× | 1.53× | ||
| Q3 24 | 1.39× | 1.09× | ||
| Q2 24 | 1.15× | 1.00× | ||
| Q1 24 | 0.87× | 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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
