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艾仕得（AXTA）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的季度营收约是艾仕得的1.5倍（$1.9B vs $1.3B）。RPM INTERNATIONAL INC净利率更高（8.4% vs 4.8%，领先3.7%）。RPM INTERNATIONAL INC同比增速更快（3.5% vs -3.7%）。RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $286.0M）。过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -1.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs RPM — 直观对比
营收规模更大
RPM
是对方的1.5倍
$1.3B
营收增速更快
RPM
高出7.2%
-3.7%
净利率更高
RPM
高出3.7%
4.8%
自由现金流更多
RPM
多$10.4M
$286.0M
两年增速更快
RPM
近两年复合增速
-1.2%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.9B |
| 净利润 | $60.0M | $161.2M |
| 毛利率 | 33.4% | 40.8% |
| 营业利润率 | 12.8% | 11.0% |
| 净利率 | 4.8% | 8.4% |
| 营收同比 | -3.7% | 3.5% |
| 净利润同比 | -56.2% | -12.0% |
| 每股收益（稀释后） | $0.28 | $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AXTARPM
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.3B | $1.5B |
净利润AXTARPM
| Q4 25 | $60.0M | $161.2M | ||
| Q3 25 | $110.0M | $227.6M | ||
| Q2 25 | $109.0M | $225.8M | ||
| Q1 25 | $99.0M | $52.0M | ||
| Q4 24 | $137.0M | $183.2M | ||
| Q3 24 | $101.0M | $227.7M | ||
| Q2 24 | $112.0M | $180.6M | ||
| Q1 24 | $41.0M | $61.2M |
毛利率AXTARPM
| Q4 25 | 33.4% | 40.8% | ||
| Q3 25 | 34.9% | 42.3% | ||
| Q2 25 | 35.0% | 42.4% | ||
| Q1 25 | 34.3% | 38.4% | ||
| Q4 24 | 34.1% | 41.4% | ||
| Q3 24 | 35.0% | 42.5% | ||
| Q2 24 | 34.0% | 41.4% | ||
| Q1 24 | 33.2% | 39.9% |
营业利润率AXTARPM
| Q4 25 | 12.8% | 11.0% | ||
| Q3 25 | 15.8% | 14.1% | ||
| Q2 25 | 14.8% | 11.9% | ||
| Q1 25 | 13.9% | 2.8% | ||
| Q4 24 | 14.3% | 11.5% | ||
| Q3 24 | 14.6% | 14.8% | ||
| Q2 24 | 15.2% | 11.9% | ||
| Q1 24 | 9.4% | 5.5% |
净利率AXTARPM
| Q4 25 | 4.8% | 8.4% | ||
| Q3 25 | 8.5% | 10.8% | ||
| Q2 25 | 8.4% | 10.8% | ||
| Q1 25 | 7.8% | 3.5% | ||
| Q4 24 | 10.5% | 9.9% | ||
| Q3 24 | 7.7% | 11.6% | ||
| Q2 24 | 8.3% | 9.0% | ||
| Q1 24 | 3.2% | 4.0% |
每股收益（稀释后）AXTARPM
| Q4 25 | $0.28 | $1.26 | ||
| Q3 25 | $0.51 | $1.77 | ||
| Q2 25 | $0.50 | $1.76 | ||
| Q1 25 | $0.45 | $0.40 | ||
| Q4 24 | $0.63 | $1.42 | ||
| Q3 24 | $0.46 | $1.77 | ||
| Q2 24 | $0.51 | $1.40 | ||
| Q1 24 | $0.18 | $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 | $657.0M | $316.6M |
| 总债务越低越好 | $3.2B | $2.5B |
| 股东权益账面价值 | $2.3B | $3.1B |
| 总资产 | $7.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.36× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AXTARPM
| Q4 25 | $657.0M | $316.6M | ||
| Q3 25 | $606.0M | $297.1M | ||
| Q2 25 | $625.0M | $302.1M | ||
| Q1 25 | $575.0M | $241.9M | ||
| Q4 24 | $593.0M | $268.7M | ||
| Q3 24 | $567.0M | $231.6M | ||
| Q2 24 | $840.0M | $237.4M | ||
| Q1 24 | $624.0M | $248.9M |
总债务AXTARPM
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.4B | $2.6B | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $3.4B | $2.0B | ||
| Q3 24 | $3.5B | $2.0B | ||
| Q2 24 | $3.6B | $2.0B | ||
| Q1 24 | $3.4B | $2.2B |
股东权益AXTARPM
| Q4 25 | $2.3B | $3.1B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $1.9B | $2.7B | ||
| Q3 24 | $1.9B | $2.6B | ||
| Q2 24 | $1.8B | $2.5B | ||
| Q1 24 | $1.7B | $2.3B |
总资产AXTARPM
| Q4 25 | $7.6B | $7.9B | ||
| Q3 25 | $7.8B | $7.9B | ||
| Q2 25 | $7.8B | $7.8B | ||
| Q1 25 | $7.4B | $6.6B | ||
| Q4 24 | $7.2B | $6.7B | ||
| Q3 24 | $7.5B | $6.6B | ||
| Q2 24 | $7.3B | $6.6B | ||
| Q1 24 | $7.1B | $6.4B |
负债/权益比AXTARPM
| Q4 25 | 1.36× | 0.80× | ||
| Q3 25 | 1.48× | 0.87× | ||
| Q2 25 | 1.50× | 0.91× | ||
| Q1 25 | 1.64× | 0.78× | ||
| Q4 24 | 1.78× | 0.74× | ||
| Q3 24 | 1.84× | 0.77× | ||
| Q2 24 | 2.02× | 0.79× | ||
| Q1 24 | 1.97× | 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 | $344.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $286.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 22.7% | 15.5% |
| 资本支出强度资本支出/营收 | 4.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 5.73× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $453.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流AXTARPM
| Q4 25 | $344.0M | $345.7M | ||
| Q3 25 | $137.0M | $237.5M | ||
| Q2 25 | $142.0M | $149.2M | ||
| Q1 25 | $26.0M | $91.5M | ||
| Q4 24 | $234.0M | $279.4M | ||
| Q3 24 | $194.0M | $248.1M | ||
| Q2 24 | $114.0M | $181.2M | ||
| Q1 24 | $34.0M | $173.4M |
自由现金流AXTARPM
| Q4 25 | $286.0M | $296.4M | ||
| Q3 25 | $87.0M | $175.0M | ||
| Q2 25 | $97.0M | $78.2M | ||
| Q1 25 | $-17.0M | $33.3M | ||
| Q4 24 | $172.0M | $229.5M | ||
| Q3 24 | $161.0M | $197.3M | ||
| Q2 24 | $91.0M | $105.3M | ||
| Q1 24 | $12.0M | $124.6M |
自由现金流率AXTARPM
| Q4 25 | 22.7% | 15.5% | ||
| Q3 25 | 6.8% | 8.3% | ||
| Q2 25 | 7.4% | 3.8% | ||
| Q1 25 | -1.3% | 2.3% | ||
| Q4 24 | 13.1% | 12.4% | ||
| Q3 24 | 12.2% | 10.0% | ||
| Q2 24 | 6.7% | 5.2% | ||
| Q1 24 | 0.9% | 8.2% |
资本支出强度AXTARPM
| Q4 25 | 4.6% | 2.6% | ||
| Q3 25 | 3.9% | 3.0% | ||
| Q2 25 | 3.4% | 3.4% | ||
| Q1 25 | 3.4% | 3.9% | ||
| Q4 24 | 4.7% | 2.7% | ||
| Q3 24 | 2.5% | 2.6% | ||
| Q2 24 | 1.7% | 3.8% | ||
| Q1 24 | 1.7% | 3.2% |
现金转化率AXTARPM
| Q4 25 | 5.73× | 2.14× | ||
| Q3 25 | 1.25× | 1.04× | ||
| Q2 25 | 1.30× | 0.66× | ||
| Q1 25 | 0.26× | 1.76× | ||
| Q4 24 | 1.71× | 1.53× | ||
| Q3 24 | 1.92× | 1.09× | ||
| Q2 24 | 1.02× | 1.00× | ||
| Q1 24 | 0.83× | 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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
