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美国铁塔（AMT）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
美国铁塔的季度营收约是RPM INTERNATIONAL INC的1.4倍（$2.7B vs $1.9B），美国铁塔净利率更高（110.1% vs 8.4%，领先101.7%），美国铁塔自由现金流更多（$941.0M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 3.7%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
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。
AMT vs RPM — 直观对比
营收规模更大
AMT
是对方的1.4倍
$1.9B
净利率更高
AMT
高出101.7%
8.4%
自由现金流更多
AMT
多$644.6M
$296.4M
两年增速更快
RPM
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.9B |
| 净利润 | $3.0B | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 0.0% | 11.0% |
| 净利率 | 110.1% | 8.4% |
| 营收同比 | — | 3.5% |
| 净利润同比 | — | -12.0% |
| 每股收益（稀释后） | — | $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AMTRPM
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.9B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.5B | $2.0B |
净利润AMTRPM
| Q1 26 | $3.0B | — | ||
| Q4 25 | $836.8M | $161.2M | ||
| Q3 25 | $912.6M | $227.6M | ||
| Q2 25 | $380.5M | $225.8M | ||
| Q1 25 | $498.6M | $52.0M | ||
| Q4 24 | $1.2B | $183.2M | ||
| Q3 24 | $-780.4M | $227.7M | ||
| Q2 24 | $908.4M | $180.6M |
毛利率AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率AMTRPM
| Q1 26 | 0.0% | — | ||
| Q4 25 | 42.4% | 11.0% | ||
| Q3 25 | 45.4% | 14.1% | ||
| Q2 25 | 45.6% | 11.9% | ||
| Q1 25 | 48.9% | 2.8% | ||
| Q4 24 | 42.4% | 11.5% | ||
| Q3 24 | 45.2% | 14.8% | ||
| Q2 24 | 45.4% | 11.9% |
净利率AMTRPM
| Q1 26 | 110.1% | — | ||
| Q4 25 | 30.6% | 8.4% | ||
| Q3 25 | 33.6% | 10.8% | ||
| Q2 25 | 14.5% | 10.8% | ||
| Q1 25 | 19.5% | 3.5% | ||
| Q4 24 | 48.3% | 9.9% | ||
| Q3 24 | -30.9% | 11.6% | ||
| Q2 24 | 35.7% | 9.0% |
每股收益（稀释后）AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | $1.76 | $1.26 | ||
| Q3 25 | $1.82 | $1.77 | ||
| Q2 25 | $0.78 | $1.76 | ||
| Q1 25 | $1.04 | $0.40 | ||
| Q4 24 | $2.63 | $1.42 | ||
| Q3 24 | $-1.69 | $1.77 | ||
| Q2 24 | $1.92 | $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 | $1.6B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $10.2B | $3.1B |
| 总资产 | — | $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AMTRPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $316.6M | ||
| Q3 25 | $2.0B | $297.1M | ||
| Q2 25 | $2.1B | $302.1M | ||
| Q1 25 | $2.1B | $241.9M | ||
| Q4 24 | $2.0B | $268.7M | ||
| Q3 24 | $2.2B | $231.6M | ||
| Q2 24 | $2.2B | $237.4M |
总债务AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | $33.8B | $2.5B | ||
| Q3 25 | $34.9B | $2.7B | ||
| Q2 25 | $35.2B | $2.6B | ||
| Q1 25 | $34.0B | $2.1B | ||
| Q4 24 | $32.8B | $2.0B | ||
| Q3 24 | $33.4B | $2.0B | ||
| Q2 24 | $35.6B | $2.0B |
股东权益AMTRPM
| Q1 26 | $10.2B | — | ||
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.4B | $2.7B | ||
| Q3 24 | $3.6B | $2.6B | ||
| Q2 24 | $3.9B | $2.5B |
总资产AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | $63.2B | $7.9B | ||
| Q3 25 | $63.9B | $7.9B | ||
| Q2 25 | $63.8B | $7.8B | ||
| Q1 25 | $62.1B | $6.6B | ||
| Q4 24 | $61.1B | $6.7B | ||
| Q3 24 | $62.8B | $6.6B | ||
| Q2 24 | $65.8B | $6.6B |
负债/权益比AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | 9.26× | 0.80× | ||
| Q3 25 | 8.82× | 0.87× | ||
| Q2 25 | 9.48× | 0.91× | ||
| Q1 25 | 9.63× | 0.78× | ||
| Q4 24 | 9.70× | 0.74× | ||
| Q3 24 | 9.16× | 0.77× | ||
| Q2 24 | 9.24× | 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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $941.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 34.4% | 15.5% |
| 资本支出强度资本支出/营收 | 16.8% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $582.9M |
8季度趋势，按日历期对齐
经营现金流AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $345.7M | ||
| Q3 25 | $1.5B | $237.5M | ||
| Q2 25 | $1.3B | $149.2M | ||
| Q1 25 | $1.3B | $91.5M | ||
| Q4 24 | $5.3B | $279.4M | ||
| Q3 24 | $1.5B | $248.1M | ||
| Q2 24 | $1.3B | $181.2M |
自由现金流AMTRPM
| Q1 26 | $941.0M | — | ||
| Q4 25 | $3.8B | $296.4M | ||
| Q3 25 | $994.5M | $175.0M | ||
| Q2 25 | $976.9M | $78.2M | ||
| Q1 25 | $963.9M | $33.3M | ||
| Q4 24 | $3.7B | $229.5M | ||
| Q3 24 | $1.0B | $197.3M | ||
| Q2 24 | $1.0B | $105.3M |
自由现金流率AMTRPM
| Q1 26 | 34.4% | — | ||
| Q4 25 | 138.2% | 15.5% | ||
| Q3 25 | 36.6% | 8.3% | ||
| Q2 25 | 37.2% | 3.8% | ||
| Q1 25 | 37.6% | 2.3% | ||
| Q4 24 | 145.3% | 12.4% | ||
| Q3 24 | 41.4% | 10.0% | ||
| Q2 24 | 39.8% | 5.2% |
资本支出强度AMTRPM
| Q1 26 | 16.8% | — | ||
| Q4 25 | 61.4% | 2.6% | ||
| Q3 25 | 17.1% | 3.0% | ||
| Q2 25 | 11.6% | 3.4% | ||
| Q1 25 | 12.9% | 3.9% | ||
| Q4 24 | 62.4% | 2.7% | ||
| Q3 24 | 16.8% | 2.6% | ||
| Q2 24 | 12.8% | 3.8% |
现金转化率AMTRPM
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 2.14× | ||
| Q3 25 | 1.60× | 1.04× | ||
| Q2 25 | 3.37× | 0.66× | ||
| Q1 25 | 2.60× | 1.76× | ||
| Q4 24 | 4.30× | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | 1.47× | 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
AMT
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% |
