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爱齐科技（ALGN）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的季度营收约是爱齐科技的1.8倍（$1.9B vs $1.0B），爱齐科技净利率更高（10.8% vs 8.4%，领先2.4%），爱齐科技同比增速更快（6.2% vs 3.5%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 0.6%）
爱齐科技是一家全球知名医疗设备企业，主营设计、生产及销售隐适美透明矫治器、iTero口内扫描仪及配套服务，客户覆盖正畸医师、全科牙医，面向修复、美容牙科领域，业务分为透明矫治器、扫描仪及服务两大板块，可满足青少年等不同群体的正畸需求
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。
ALGN vs RPM — 直观对比
营收规模更大
RPM
是对方的1.8倍
$1.0B
营收增速更快
ALGN
高出2.7%
3.5%
净利率更高
ALGN
高出2.4%
8.4%
两年增速更快
RPM
近两年复合增速
0.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $112.8M | $161.2M |
| 毛利率 | 70.8% | 40.8% |
| 营业利润率 | 13.6% | 11.0% |
| 净利率 | 10.8% | 8.4% |
| 营收同比 | 6.2% | 3.5% |
| 净利润同比 | 21.0% | -12.0% |
| 每股收益（稀释后） | $1.57 | $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ALGNRPM
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $995.7M | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $979.3M | $1.5B | ||
| Q4 24 | $995.2M | $1.8B | ||
| Q3 24 | $977.9M | $2.0B | ||
| Q2 24 | $1.0B | $2.0B |
净利润ALGNRPM
| Q1 26 | $112.8M | — | ||
| Q4 25 | $135.8M | $161.2M | ||
| Q3 25 | $56.8M | $227.6M | ||
| Q2 25 | $124.6M | $225.8M | ||
| Q1 25 | $93.2M | $52.0M | ||
| Q4 24 | $103.8M | $183.2M | ||
| Q3 24 | $116.0M | $227.7M | ||
| Q2 24 | $96.6M | $180.6M |
毛利率ALGNRPM
| Q1 26 | 70.8% | — | ||
| Q4 25 | 65.3% | 40.8% | ||
| Q3 25 | 64.2% | 42.3% | ||
| Q2 25 | 69.9% | 42.4% | ||
| Q1 25 | 69.5% | 38.4% | ||
| Q4 24 | 70.0% | 41.4% | ||
| Q3 24 | 69.7% | 42.5% | ||
| Q2 24 | 70.3% | 41.4% |
营业利润率ALGNRPM
| Q1 26 | 13.6% | — | ||
| Q4 25 | 14.8% | 11.0% | ||
| Q3 25 | 9.7% | 14.1% | ||
| Q2 25 | 16.1% | 11.9% | ||
| Q1 25 | 13.4% | 2.8% | ||
| Q4 24 | 14.5% | 11.5% | ||
| Q3 24 | 16.6% | 14.8% | ||
| Q2 24 | 14.3% | 11.9% |
净利率ALGNRPM
| Q1 26 | 10.8% | — | ||
| Q4 25 | 13.0% | 8.4% | ||
| Q3 25 | 5.7% | 10.8% | ||
| Q2 25 | 12.3% | 10.8% | ||
| Q1 25 | 9.5% | 3.5% | ||
| Q4 24 | 10.4% | 9.9% | ||
| Q3 24 | 11.9% | 11.6% | ||
| Q2 24 | 9.4% | 9.0% |
每股收益（稀释后）ALGNRPM
| Q1 26 | $1.57 | — | ||
| Q4 25 | $1.88 | $1.26 | ||
| Q3 25 | $0.78 | $1.77 | ||
| Q2 25 | $1.72 | $1.76 | ||
| Q1 25 | $1.27 | $0.40 | ||
| Q4 24 | $1.40 | $1.42 | ||
| Q3 24 | $1.55 | $1.77 | ||
| Q2 24 | $1.28 | $1.40 |
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 | $1.1B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $4.1B | $3.1B |
| 总资产 | $6.3B | $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
现金及短期投资ALGNRPM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $316.6M | ||
| Q3 25 | $1.0B | $297.1M | ||
| Q2 25 | $901.2M | $302.1M | ||
| Q1 25 | $873.0M | $241.9M | ||
| Q4 24 | $1.0B | $268.7M | ||
| Q3 24 | $1.0B | $231.6M | ||
| Q2 24 | $761.4M | $237.4M |
总债务ALGNRPM
| Q1 26 | — | — | ||
| 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 |
股东权益ALGNRPM
| Q1 26 | $4.1B | — | ||
| Q4 25 | $4.0B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $3.9B | $2.9B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.9B | $2.6B | ||
| Q2 24 | $3.8B | $2.5B |
总资产ALGNRPM
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $7.9B | ||
| Q3 25 | $6.2B | $7.9B | ||
| Q2 25 | $6.2B | $7.8B | ||
| Q1 25 | $6.1B | $6.6B | ||
| Q4 24 | $6.2B | $6.7B | ||
| Q3 24 | $6.4B | $6.6B | ||
| Q2 24 | $6.2B | $6.6B |
负债/权益比ALGNRPM
| Q1 26 | — | — | ||
| 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× |
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 | $151.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.34× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流ALGNRPM
| Q1 26 | $151.0M | — | ||
| Q4 25 | $223.2M | $345.7M | ||
| Q3 25 | $188.7M | $237.5M | ||
| Q2 25 | $128.7M | $149.2M | ||
| Q1 25 | $52.7M | $91.5M | ||
| Q4 24 | $286.1M | $279.4M | ||
| Q3 24 | $263.7M | $248.1M | ||
| Q2 24 | $159.8M | $181.2M |
自由现金流ALGNRPM
| Q1 26 | — | — | ||
| Q4 25 | $187.3M | $296.4M | ||
| Q3 25 | $169.0M | $175.0M | ||
| Q2 25 | $107.2M | $78.2M | ||
| Q1 25 | $27.4M | $33.3M | ||
| Q4 24 | $263.1M | $229.5M | ||
| Q3 24 | $233.9M | $197.3M | ||
| Q2 24 | $106.4M | $105.3M |
自由现金流率ALGNRPM
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 15.5% | ||
| Q3 25 | 17.0% | 8.3% | ||
| Q2 25 | 10.6% | 3.8% | ||
| Q1 25 | 2.8% | 2.3% | ||
| Q4 24 | 26.4% | 12.4% | ||
| Q3 24 | 23.9% | 10.0% | ||
| Q2 24 | 10.3% | 5.2% |
资本支出强度ALGNRPM
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 2.6% | ||
| Q3 25 | 2.0% | 3.0% | ||
| Q2 25 | 2.1% | 3.4% | ||
| Q1 25 | 2.6% | 3.9% | ||
| Q4 24 | 2.3% | 2.7% | ||
| Q3 24 | 3.0% | 2.6% | ||
| Q2 24 | 5.2% | 3.8% |
现金转化率ALGNRPM
| Q1 26 | 1.34× | — | ||
| Q4 25 | 1.64× | 2.14× | ||
| Q3 25 | 3.33× | 1.04× | ||
| Q2 25 | 1.03× | 0.66× | ||
| Q1 25 | 0.57× | 1.76× | ||
| Q4 24 | 2.76× | 1.53× | ||
| Q3 24 | 2.27× | 1.09× | ||
| Q2 24 | 1.66× | 1.00× |
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
ALGN
| Clear Aligner | $856.0M | 82% |
| CAM Services | $184.1M | 18% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
