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Academy Sports & Outdoors, Inc.（ASO）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Academy Sports & Outdoors, Inc.的1.4倍（$1.9B vs $1.4B），RPM INTERNATIONAL INC净利率更高（8.4% vs 5.2%，领先3.3%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 3.0%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-13.6M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -12.2%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
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。
ASO vs RPM — 直观对比
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $71.6M | $161.2M |
| 毛利率 | 35.7% | 40.8% |
| 营业利润率 | 7.3% | 11.0% |
| 净利率 | 5.2% | 8.4% |
| 营收同比 | 3.0% | 3.5% |
| 净利润同比 | 8.8% | -12.0% |
| 每股收益（稀释后） | $1.05 | $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 | $1.4B | $1.9B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.8B | $1.5B |
| Q4 25 | $71.6M | $161.2M | ||
| Q3 25 | $125.4M | $227.6M | ||
| Q2 25 | $46.1M | $225.8M | ||
| Q1 25 | $133.6M | $52.0M | ||
| Q4 24 | $65.8M | $183.2M | ||
| Q3 24 | $142.6M | $227.7M | ||
| Q2 24 | $76.5M | $180.6M | ||
| Q1 24 | $168.2M | $61.2M |
| Q4 25 | 35.7% | 40.8% | ||
| Q3 25 | 36.0% | 42.3% | ||
| Q2 25 | 34.0% | 42.4% | ||
| Q1 25 | 32.2% | 38.4% | ||
| Q4 24 | 34.0% | 41.4% | ||
| Q3 24 | 36.1% | 42.5% | ||
| Q2 24 | 33.4% | 41.4% | ||
| Q1 24 | 33.3% | 39.9% |
| Q4 25 | 7.3% | 11.0% | ||
| Q3 25 | 10.8% | 14.1% | ||
| Q2 25 | 5.1% | 11.9% | ||
| Q1 25 | 9.2% | 2.8% | ||
| Q4 24 | 6.8% | 11.5% | ||
| Q3 24 | 12.3% | 14.8% | ||
| Q2 24 | 7.5% | 11.9% | ||
| Q1 24 | 11.4% | 5.5% |
| Q4 25 | 5.2% | 8.4% | ||
| Q3 25 | 7.8% | 10.8% | ||
| Q2 25 | 3.4% | 10.8% | ||
| Q1 25 | 8.0% | 3.5% | ||
| Q4 24 | 4.9% | 9.9% | ||
| Q3 24 | 9.2% | 11.6% | ||
| Q2 24 | 5.6% | 9.0% | ||
| Q1 24 | 9.4% | 4.0% |
| Q4 25 | $1.05 | $1.26 | ||
| Q3 25 | $1.85 | $1.77 | ||
| Q2 25 | $0.68 | $1.76 | ||
| Q1 25 | $1.85 | $0.40 | ||
| Q4 24 | $0.92 | $1.42 | ||
| Q3 24 | $1.95 | $1.77 | ||
| Q2 24 | $1.01 | $1.40 | ||
| Q1 24 | $2.19 | $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 | $289.5M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.1B | $3.1B |
| 总资产 | $5.4B | $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 | $289.5M | $316.6M | ||
| Q3 25 | $300.9M | $297.1M | ||
| Q2 25 | $285.1M | $302.1M | ||
| Q1 25 | $288.9M | $241.9M | ||
| Q4 24 | $296.0M | $268.7M | ||
| Q3 24 | $324.6M | $231.6M | ||
| Q2 24 | $378.1M | $237.4M | ||
| Q1 24 | $347.9M | $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 | $2.1B | $3.1B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $2.0B | $2.6B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $2.0B | $2.3B |
| Q4 25 | $5.4B | $7.9B | ||
| Q3 25 | $5.3B | $7.9B | ||
| Q2 25 | $5.2B | $7.8B | ||
| Q1 25 | $4.9B | $6.6B | ||
| Q4 24 | $5.1B | $6.7B | ||
| Q3 24 | $4.9B | $6.6B | ||
| Q2 24 | $4.9B | $6.6B | ||
| Q1 24 | $4.7B | $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 | $49.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $296.4M |
| 自由现金流率自由现金流/营收 | -1.0% | 15.5% |
| 资本支出强度资本支出/营收 | 4.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.68× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $191.4M | $582.9M |
8季度趋势，按日历期对齐
| Q4 25 | $49.0M | $345.7M | ||
| Q3 25 | $78.6M | $237.5M | ||
| Q2 25 | $157.5M | $149.2M | ||
| Q1 25 | $140.2M | $91.5M | ||
| Q4 24 | $96.9M | $279.4M | ||
| Q3 24 | $91.3M | $248.1M | ||
| Q2 24 | $199.7M | $181.2M | ||
| Q1 24 | $234.7M | $173.4M |
| Q4 25 | $-13.6M | $296.4M | ||
| Q3 25 | $21.8M | $175.0M | ||
| Q2 25 | $106.6M | $78.2M | ||
| Q1 25 | $76.4M | $33.3M | ||
| Q4 24 | $34.4M | $229.5M | ||
| Q3 24 | $50.1M | $197.3M | ||
| Q2 24 | $167.4M | $105.3M | ||
| Q1 24 | $178.9M | $124.6M |
| Q4 25 | -1.0% | 15.5% | ||
| Q3 25 | 1.4% | 8.3% | ||
| Q2 25 | 7.9% | 3.8% | ||
| Q1 25 | 4.6% | 2.3% | ||
| Q4 24 | 2.6% | 12.4% | ||
| Q3 24 | 3.2% | 10.0% | ||
| Q2 24 | 12.3% | 5.2% | ||
| Q1 24 | 10.0% | 8.2% |
| Q4 25 | 4.5% | 2.6% | ||
| Q3 25 | 3.5% | 3.0% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.6% | 2.7% | ||
| Q3 24 | 2.7% | 2.6% | ||
| Q2 24 | 2.4% | 3.8% | ||
| Q1 24 | 3.1% | 3.2% |
| Q4 25 | 0.68× | 2.14× | ||
| Q3 25 | 0.63× | 1.04× | ||
| Q2 25 | 3.42× | 0.66× | ||
| Q1 25 | 1.05× | 1.76× | ||
| Q4 24 | 1.47× | 1.53× | ||
| Q3 24 | 0.64× | 1.09× | ||
| Q2 24 | 2.61× | 1.00× | ||
| Q1 24 | 1.40× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
