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艾利丹尼森（AVY）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
艾利丹尼森的季度营收约是利氏兄弟拍卖行的1.9倍（$2.3B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs 7.3%，领先1.8%），艾利丹尼森同比增速更快（7.0% vs 5.4%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $104.4M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% vs 1.4%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
AVY vs RBA — 直观对比
营收规模更大
AVY
是对方的1.9倍
$1.2B
营收增速更快
AVY
高出1.6%
5.4%
净利率更高
RBA
高出1.8%
7.3%
自由现金流更多
RBA
多$82.1M
$104.4M
两年增速更快
RBA
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.2B |
| 净利润 | $168.1M | $109.7M |
| 毛利率 | 28.9% | — |
| 营业利润率 | 10.7% | 14.7% |
| 净利率 | 7.3% | 9.1% |
| 营收同比 | 7.0% | 5.4% |
| 净利润同比 | 1.1% | -7.4% |
| 每股收益（稀释后） | — | $0.53 |
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AVYRBA
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $2.2B | $981.8M | ||
| Q2 24 | $2.2B | $1.1B |
净利润AVYRBA
| Q1 26 | $168.1M | — | ||
| Q4 25 | $166.4M | $109.7M | ||
| Q3 25 | $166.3M | $95.5M | ||
| Q2 25 | $189.0M | $109.8M | ||
| Q1 25 | $166.3M | $113.4M | ||
| Q4 24 | $174.0M | $118.5M | ||
| Q3 24 | $181.7M | $76.1M | ||
| Q2 24 | $176.8M | $111.1M |
毛利率AVYRBA
| Q1 26 | 28.9% | — | ||
| Q4 25 | 28.7% | — | ||
| Q3 25 | 28.7% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 29.6% | — |
营业利润率AVYRBA
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.1% | 14.7% | ||
| Q3 25 | 10.6% | 14.5% | ||
| Q2 25 | 11.5% | 15.9% | ||
| Q1 25 | 10.6% | 17.1% | ||
| Q4 24 | 11.0% | 18.1% | ||
| Q3 24 | 11.0% | 15.6% | ||
| Q2 24 | 10.7% | 18.4% |
净利率AVYRBA
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.3% | 9.1% | ||
| Q3 25 | 7.5% | 8.7% | ||
| Q2 25 | 8.5% | 9.3% | ||
| Q1 25 | 7.7% | 10.2% | ||
| Q4 24 | 8.0% | 10.4% | ||
| Q3 24 | 8.3% | 7.8% | ||
| Q2 24 | 7.9% | 10.1% |
每股收益（稀释后）AVYRBA
| Q1 26 | — | — | ||
| Q4 25 | $2.16 | $0.53 | ||
| Q3 25 | $2.13 | $0.43 | ||
| Q2 25 | $2.41 | $0.53 | ||
| Q1 25 | $2.09 | $0.55 | ||
| Q4 24 | $2.17 | $0.58 | ||
| Q3 24 | $2.25 | $0.36 | ||
| Q2 24 | $2.18 | $0.54 |
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 | $255.1M | $531.5M |
| 总债务越低越好 | $3.2B | $2.3B |
| 股东权益账面价值 | $2.3B | $5.6B |
| 总资产 | $9.0B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.38× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资AVYRBA
| Q1 26 | $255.1M | — | ||
| Q4 25 | $202.8M | $531.5M | ||
| Q3 25 | $536.3M | $674.7M | ||
| Q2 25 | $215.9M | $710.2M | ||
| Q1 25 | $195.9M | $578.1M | ||
| Q4 24 | $329.1M | $533.9M | ||
| Q3 24 | $212.7M | $650.7M | ||
| Q2 24 | $208.8M | $599.5M |
总债务AVYRBA
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.2B | $2.6B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.6B | $2.6B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.0B | $2.7B | ||
| Q2 24 | $2.0B | $2.8B |
股东权益AVYRBA
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $5.6B | ||
| Q3 25 | $2.2B | $5.5B | ||
| Q2 25 | $2.2B | $5.5B | ||
| Q1 25 | $2.2B | $5.3B | ||
| Q4 24 | $2.3B | $5.2B | ||
| Q3 24 | $2.4B | $5.2B | ||
| Q2 24 | $2.3B | $5.2B |
总资产AVYRBA
| Q1 26 | $9.0B | — | ||
| Q4 25 | $8.8B | $12.1B | ||
| Q3 25 | $8.9B | $12.2B | ||
| Q2 25 | $8.6B | $12.2B | ||
| Q1 25 | $8.4B | $11.9B | ||
| Q4 24 | $8.4B | $11.8B | ||
| Q3 24 | $8.5B | $11.9B | ||
| Q2 24 | $8.3B | $12.1B |
负债/权益比AVYRBA
| Q1 26 | 1.38× | — | ||
| Q4 25 | 1.43× | 0.42× | ||
| Q3 25 | 1.45× | 0.47× | ||
| Q2 25 | 1.19× | 0.47× | ||
| Q1 25 | 1.19× | 0.50× | ||
| Q4 24 | 1.11× | 0.50× | ||
| Q3 24 | 0.85× | 0.52× | ||
| Q2 24 | 0.89× | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $104.4M | $186.5M |
| 自由现金流率自由现金流/营收 | 4.5% | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $869.1M | $719.2M |
8季度趋势，按日历期对齐
经营现金流AVYRBA
| Q1 26 | — | — | ||
| Q4 25 | $376.8M | $255.2M | ||
| Q3 25 | $312.1M | $239.7M | ||
| Q2 25 | $208.8M | $326.5M | ||
| Q1 25 | $-16.3M | $156.8M | ||
| Q4 24 | $351.2M | $184.5M | ||
| Q3 24 | $270.1M | $285.4M | ||
| Q2 24 | $197.7M | $337.3M |
自由现金流AVYRBA
| Q1 26 | $104.4M | — | ||
| Q4 25 | $309.7M | $186.5M | ||
| Q3 25 | $276.2M | $188.5M | ||
| Q2 25 | $178.8M | $241.7M | ||
| Q1 25 | $-52.3M | $102.5M | ||
| Q4 24 | $281.7M | $127.9M | ||
| Q3 24 | $227.1M | $248.5M | ||
| Q2 24 | $150.2M | $308.6M |
自由现金流率AVYRBA
| Q1 26 | 4.5% | — | ||
| Q4 25 | 13.6% | 15.5% | ||
| Q3 25 | 12.5% | 17.3% | ||
| Q2 25 | 8.1% | 20.4% | ||
| Q1 25 | -2.4% | 9.2% | ||
| Q4 24 | 12.9% | 11.2% | ||
| Q3 24 | 10.4% | 25.3% | ||
| Q2 24 | 6.7% | 28.2% |
资本支出强度AVYRBA
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.7% | ||
| Q3 25 | 1.6% | 4.7% | ||
| Q2 25 | 1.4% | 7.2% | ||
| Q1 25 | 1.7% | 4.9% | ||
| Q4 24 | 3.2% | 5.0% | ||
| Q3 24 | 2.0% | 3.8% | ||
| Q2 24 | 2.1% | 2.6% |
现金转化率AVYRBA
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 2.33× | ||
| Q3 25 | 1.88× | 2.51× | ||
| Q2 25 | 1.10× | 2.97× | ||
| Q1 25 | -0.10× | 1.38× | ||
| Q4 24 | 2.02× | 1.56× | ||
| Q3 24 | 1.49× | 3.75× | ||
| Q2 24 | 1.12× | 3.04× |
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
AVY
| Materials Group | $1.6B | 72% |
| Solutions Group | $649.2M | 28% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
