vs
AMC ENTERTAINMENT HOLDINGS, INC.（AMC）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AMC ENTERTAINMENT HOLDINGS, INC.的1.1倍（$1.5B vs $1.3B），BOISE CASCADE Co净利率更高（0.6% vs -9.9%，领先10.5%），AMC ENTERTAINMENT HOLDINGS, INC.同比增速更快（-1.4% vs -6.8%），BOISE CASCADE Co自由现金流更多（$77.0M vs $43.3M），过去两年AMC ENTERTAINMENT HOLDINGS, INC.的营收复合增速更高（16.4% vs -5.8%）
AMC娱乐控股是总部位于美国堪萨斯州利伍德的连锁影院集团，1920年创立于密苏里州堪萨斯城，是全球规模最大的影院运营商，目前在全球共运营约860家影院、总计超过9600块银幕，业务覆盖美国与欧洲多地。
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。
AMC vs BCC — 直观对比
营收规模更大
BCC
是对方的1.1倍
$1.3B
营收增速更快
AMC
高出5.5%
-6.8%
净利率更高
BCC
高出10.5%
-9.9%
自由现金流更多
BCC
多$33.7M
$43.3M
两年增速更快
AMC
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $-127.4M | $8.7M |
| 毛利率 | — | — |
| 营业利润率 | 0.0% | 1.1% |
| 净利率 | -9.9% | 0.6% |
| 营收同比 | -1.4% | -6.8% |
| 净利润同比 | 6.0% | -87.3% |
| 每股收益（稀释后） | $-0.28 | $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AMCBCC
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $862.5M | $1.5B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.0B | $1.8B | ||
| Q1 24 | $951.4M | $1.6B |
净利润AMCBCC
| Q4 25 | $-127.4M | $8.7M | ||
| Q3 25 | $-298.2M | $21.8M | ||
| Q2 25 | $-4.7M | $62.0M | ||
| Q1 25 | $-202.1M | $40.3M | ||
| Q4 24 | $-135.6M | $68.9M | ||
| Q3 24 | $-20.7M | $91.0M | ||
| Q2 24 | $-32.8M | $112.3M | ||
| Q1 24 | $-163.5M | $104.1M |
营业利润率AMCBCC
| Q4 25 | 0.0% | 1.1% | ||
| Q3 25 | 2.8% | 1.9% | ||
| Q2 25 | 6.6% | 4.6% | ||
| Q1 25 | -16.9% | 3.5% | ||
| Q4 24 | 0.4% | 5.9% | ||
| Q3 24 | 5.3% | 6.8% | ||
| Q2 24 | -4.6% | 8.2% | ||
| Q1 24 | -11.4% | 8.1% |
净利率AMCBCC
| Q4 25 | -9.9% | 0.6% | ||
| Q3 25 | -22.9% | 1.3% | ||
| Q2 25 | -0.3% | 3.6% | ||
| Q1 25 | -23.4% | 2.6% | ||
| Q4 24 | -10.4% | 4.4% | ||
| Q3 24 | -1.5% | 5.3% | ||
| Q2 24 | -3.2% | 6.2% | ||
| Q1 24 | -17.2% | 6.3% |
每股收益（稀释后）AMCBCC
| Q4 25 | $-0.28 | $0.25 | ||
| Q3 25 | $-0.58 | $0.58 | ||
| Q2 25 | $-0.01 | $1.64 | ||
| Q1 25 | $-0.47 | $1.06 | ||
| Q4 24 | $-0.28 | $1.79 | ||
| Q3 24 | $-0.06 | $2.33 | ||
| Q2 24 | $-0.10 | $2.84 | ||
| Q1 24 | $-0.62 | $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 | $428.5M | $477.2M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $-1.9B | $2.1B |
| 总资产 | $8.0B | $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AMCBCC
| Q4 25 | $428.5M | $477.2M | ||
| Q3 25 | $365.8M | $511.8M | ||
| Q2 25 | $423.7M | $481.0M | ||
| Q1 25 | $378.7M | $561.8M | ||
| Q4 24 | $632.3M | $713.3M | ||
| Q3 24 | $527.4M | $761.6M | ||
| Q2 24 | $770.3M | $922.1M | ||
| Q1 24 | $624.2M | $890.2M |
总债务AMCBCC
| Q4 25 | $4.0B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMCBCC
| Q4 25 | $-1.9B | $2.1B | ||
| Q3 25 | $-1.8B | $2.1B | ||
| Q2 25 | $-1.7B | $2.2B | ||
| Q1 25 | $-1.7B | $2.1B | ||
| Q4 24 | $-1.8B | $2.2B | ||
| Q3 24 | $-1.7B | $2.1B | ||
| Q2 24 | $-1.7B | $2.3B | ||
| Q1 24 | $-2.0B | $2.3B |
总资产AMCBCC
| Q4 25 | $8.0B | $3.2B | ||
| Q3 25 | $8.0B | $3.4B | ||
| Q2 25 | $8.2B | $3.4B | ||
| Q1 25 | $8.1B | $3.5B | ||
| Q4 24 | $8.2B | $3.4B | ||
| Q3 24 | $8.3B | $3.4B | ||
| Q2 24 | $8.6B | $3.7B | ||
| Q1 24 | $8.5B | $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 | $126.7M | $131.0M |
| 自由现金流经营现金流 - 资本支出 | $43.3M | $77.0M |
| 自由现金流率自由现金流/营收 | 3.4% | 5.3% |
| 资本支出强度资本支出/营收 | 6.5% | 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 | $-365.9M | $12.7M |
8季度趋势，按日历期对齐
经营现金流AMCBCC
| Q4 25 | $126.7M | $131.0M | ||
| Q3 25 | $-14.9M | $118.4M | ||
| Q2 25 | $138.4M | $33.2M | ||
| Q1 25 | $-370.0M | $-28.5M | ||
| Q4 24 | $203.6M | $94.6M | ||
| Q3 24 | $-31.5M | $174.6M | ||
| Q2 24 | $-34.6M | $141.7M | ||
| Q1 24 | $-188.3M | $27.5M |
自由现金流AMCBCC
| Q4 25 | $43.3M | $77.0M | ||
| Q3 25 | $-81.1M | $63.2M | ||
| Q2 25 | $88.9M | $-45.9M | ||
| Q1 25 | $-417.0M | $-81.7M | ||
| Q4 24 | $113.9M | $759.0K | ||
| Q3 24 | $-92.2M | $112.9M | ||
| Q2 24 | $-79.2M | $101.9M | ||
| Q1 24 | $-238.8M | $-6.9M |
自由现金流率AMCBCC
| Q4 25 | 3.4% | 5.3% | ||
| Q3 25 | -6.2% | 3.8% | ||
| Q2 25 | 6.4% | -2.6% | ||
| Q1 25 | -48.3% | -5.3% | ||
| Q4 24 | 8.7% | 0.0% | ||
| Q3 24 | -6.8% | 6.6% | ||
| Q2 24 | -7.7% | 5.7% | ||
| Q1 24 | -25.1% | -0.4% |
资本支出强度AMCBCC
| Q4 25 | 6.5% | 3.7% | ||
| Q3 25 | 5.1% | 3.3% | ||
| Q2 25 | 3.5% | 4.5% | ||
| Q1 25 | 5.4% | 3.5% | ||
| Q4 24 | 6.9% | 6.0% | ||
| Q3 24 | 4.5% | 3.6% | ||
| Q2 24 | 4.3% | 2.2% | ||
| Q1 24 | 5.3% | 2.1% |
现金转化率AMCBCC
| 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
AMC
| Admission | $701.6M | 54% |
| Food And Beverage | $436.5M | 34% |
| Other | $106.2M | 8% |
| Advertising | $44.0M | 3% |
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% |
