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豪瑞(AMRZ)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是豪瑞的1.1倍($4.2B vs $3.7B),豪瑞净利率更高(14.8% vs 13.5%,领先1.3%),豪瑞同比增速更快(6.6% vs 3.5%),豪瑞自由现金流更多($669.0M vs $-56.0M)
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商,为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞,2021年正式更名为豪瑞集团,合并完成后豪瑞品牌仍在集团内正常运营。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
AMRZ vs RJF — 直观对比
营收规模更大
RJF
是对方的1.1倍
$3.7B
营收增速更快
AMRZ
高出3.2%
3.5%
净利率更高
AMRZ
高出1.3%
13.5%
自由现金流更多
AMRZ
多$725.0M
$-56.0M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.7B | $4.2B |
| 净利润 | $545.0M | $563.0M |
| 毛利率 | 29.6% | — |
| 营业利润率 | 21.2% | — |
| 净利率 | 14.8% | 13.5% |
| 营收同比 | 6.6% | 3.5% |
| 净利润同比 | -1.4% | -6.2% |
| 每股收益(稀释后) | $0.98 | $2.79 |
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
AMRZ
RJF
| Q4 25 | — | $4.2B | ||
| Q3 25 | $3.7B | $4.2B | ||
| Q2 25 | $3.2B | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.2B | $3.8B | ||
| Q1 24 | — | $3.6B |
净利润
AMRZ
RJF
| Q4 25 | — | $563.0M | ||
| Q3 25 | $545.0M | $604.0M | ||
| Q2 25 | $429.0M | $436.0M | ||
| Q1 25 | — | $495.0M | ||
| Q4 24 | — | $600.0M | ||
| Q3 24 | $553.0M | $602.0M | ||
| Q2 24 | $474.0M | $492.0M | ||
| Q1 24 | — | $476.0M |
毛利率
AMRZ
RJF
| Q4 25 | — | — | ||
| Q3 25 | 29.6% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 30.2% | — | ||
| Q2 24 | 30.2% | — | ||
| Q1 24 | — | — |
营业利润率
AMRZ
RJF
| Q4 25 | — | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 20.8% | 14.7% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 23.3% | 17.1% | ||
| Q1 24 | — | 16.7% |
净利率
AMRZ
RJF
| Q4 25 | — | 13.5% | ||
| Q3 25 | 14.8% | 14.4% | ||
| Q2 25 | 13.3% | 11.3% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | 16.0% | 15.0% | ||
| Q2 24 | 14.6% | 13.1% | ||
| Q1 24 | — | 13.1% |
每股收益(稀释后)
AMRZ
RJF
| Q4 25 | — | $2.79 | ||
| Q3 25 | $0.98 | $2.96 | ||
| Q2 25 | $0.78 | $2.12 | ||
| Q1 25 | — | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | $1.00 | $2.85 | ||
| Q2 24 | $0.86 | $2.31 | ||
| Q1 24 | — | $2.22 |
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 | $826.0M | $9.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.9B | $12.6B |
| 总资产 | $24.0B | $88.8B |
| 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
AMRZ
RJF
| Q4 25 | — | $9.9B | ||
| Q3 25 | $826.0M | $11.4B | ||
| Q2 25 | $601.0M | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B | ||
| Q1 24 | — | $10.0B |
股东权益
AMRZ
RJF
| Q4 25 | — | $12.6B | ||
| Q3 25 | $12.9B | $12.5B | ||
| Q2 25 | $12.4B | $12.3B | ||
| Q1 25 | — | $12.2B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | $9.8B | $11.7B | ||
| Q2 24 | $9.3B | $11.2B | ||
| Q1 24 | — | $11.0B |
总资产
AMRZ
RJF
| Q4 25 | — | $88.8B | ||
| Q3 25 | $24.0B | $88.2B | ||
| Q2 25 | $23.8B | $84.8B | ||
| Q1 25 | — | $83.1B | ||
| Q4 24 | — | $82.3B | ||
| Q3 24 | — | $83.0B | ||
| Q2 24 | — | $80.6B | ||
| Q1 24 | — | $81.2B |
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 | $854.0M | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $669.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 18.2% | -1.3% |
| 资本支出强度资本支出/营收 | 5.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.57× | -0.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势,按日历期对齐
经营现金流
AMRZ
RJF
| Q4 25 | — | $-10.0M | ||
| Q3 25 | $854.0M | $796.0M | ||
| Q2 25 | — | $691.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $830.0M | ||
| Q3 24 | — | $510.0M | ||
| Q2 24 | — | $711.0M | ||
| Q1 24 | — | $391.0M |
自由现金流
AMRZ
RJF
| Q4 25 | — | $-56.0M | ||
| Q3 25 | $669.0M | $752.0M | ||
| Q2 25 | — | $634.0M | ||
| Q1 25 | — | $71.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $460.0M | ||
| Q2 24 | — | $655.0M | ||
| Q1 24 | — | $342.0M |
自由现金流率
AMRZ
RJF
| Q4 25 | — | -1.3% | ||
| Q3 25 | 18.2% | 17.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | — | 9.4% |
资本支出强度
AMRZ
RJF
| Q4 25 | — | 1.1% | ||
| Q3 25 | 5.0% | 1.1% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.3% |
现金转化率
AMRZ
RJF
| Q4 25 | — | -0.02× | ||
| Q3 25 | 1.57× | 1.32× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.45× | ||
| Q1 24 | — | 0.82× |
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
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
RJF
暂无分部数据