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博思艾伦汉密尔顿（BAH）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
博思艾伦汉密尔顿的季度营收约是RPM INTERNATIONAL INC的1.4倍（$2.6B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 7.6%，领先0.8%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -10.2%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $248.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
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。
BAH vs RPM — 直观对比
营收规模更大
BAH
是对方的1.4倍
$1.9B
营收增速更快
RPM
高出13.7%
-10.2%
净利率更高
RPM
高出0.8%
7.6%
自由现金流更多
RPM
多$48.4M
$248.0M
两年增速更快
RPM
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.9B |
| 净利润 | $200.0M | $161.2M |
| 毛利率 | 51.9% | 40.8% |
| 营业利润率 | 8.8% | 11.0% |
| 净利率 | 7.6% | 8.4% |
| 营收同比 | -10.2% | 3.5% |
| 净利润同比 | 7.0% | -12.0% |
| 每股收益（稀释后） | $1.63 | $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BAHRPM
| Q4 25 | $2.6B | $1.9B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $2.8B | $1.5B |
净利润BAHRPM
| Q4 25 | $200.0M | $161.2M | ||
| Q3 25 | $175.0M | $227.6M | ||
| Q2 25 | $271.0M | $225.8M | ||
| Q1 25 | $192.7M | $52.0M | ||
| Q4 24 | $186.9M | $183.2M | ||
| Q3 24 | $390.1M | $227.7M | ||
| Q2 24 | $165.2M | $180.6M | ||
| Q1 24 | $128.0M | $61.2M |
毛利率BAHRPM
| Q4 25 | 51.9% | 40.8% | ||
| Q3 25 | 53.6% | 42.3% | ||
| Q2 25 | 51.3% | 42.4% | ||
| Q1 25 | 53.6% | 38.4% | ||
| Q4 24 | 55.2% | 41.4% | ||
| Q3 24 | 56.7% | 42.5% | ||
| Q2 24 | 53.4% | 41.4% | ||
| Q1 24 | 54.7% | 39.9% |
营业利润率BAHRPM
| Q4 25 | 8.8% | 11.0% | ||
| Q3 25 | 9.8% | 14.1% | ||
| Q2 25 | 8.8% | 11.9% | ||
| Q1 25 | 9.2% | 2.8% | ||
| Q4 24 | 10.0% | 11.5% | ||
| Q3 24 | 17.4% | 14.8% | ||
| Q2 24 | 8.7% | 11.9% | ||
| Q1 24 | 9.5% | 5.5% |
净利率BAHRPM
| Q4 25 | 7.6% | 8.4% | ||
| Q3 25 | 6.1% | 10.8% | ||
| Q2 25 | 9.3% | 10.8% | ||
| Q1 25 | 6.5% | 3.5% | ||
| Q4 24 | 6.4% | 9.9% | ||
| Q3 24 | 12.4% | 11.6% | ||
| Q2 24 | 5.6% | 9.0% | ||
| Q1 24 | 4.6% | 4.0% |
每股收益（稀释后）BAHRPM
| Q4 25 | $1.63 | $1.26 | ||
| Q3 25 | $1.42 | $1.77 | ||
| Q2 25 | $2.16 | $1.76 | ||
| Q1 25 | $1.52 | $0.40 | ||
| Q4 24 | $1.45 | $1.42 | ||
| Q3 24 | $3.01 | $1.77 | ||
| Q2 24 | $1.27 | $1.40 | ||
| Q1 24 | $0.97 | $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 | $882.0M | $316.6M |
| 总债务越低越好 | $3.9B | $2.5B |
| 股东权益账面价值 | $1.0B | $3.1B |
| 总资产 | $7.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 3.84× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BAHRPM
| Q4 25 | $882.0M | $316.6M | ||
| Q3 25 | $816.0M | $297.1M | ||
| Q2 25 | $711.0M | $302.1M | ||
| Q1 25 | $885.0M | $241.9M | ||
| Q4 24 | $453.5M | $268.7M | ||
| Q3 24 | $558.7M | $231.6M | ||
| Q2 24 | $297.7M | $237.4M | ||
| Q1 24 | $554.3M | $248.9M |
总债务BAHRPM
| Q4 25 | $3.9B | $2.5B | ||
| Q3 25 | $4.0B | $2.7B | ||
| Q2 25 | $4.0B | $2.6B | ||
| Q1 25 | $4.0B | $2.1B | ||
| Q4 24 | $3.4B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.4B | $2.2B |
股东权益BAHRPM
| Q4 25 | $1.0B | $3.1B | ||
| Q3 25 | $996.0M | $3.1B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.1B | $2.5B | ||
| Q1 24 | $1.0B | $2.3B |
总资产BAHRPM
| Q4 25 | $7.1B | $7.9B | ||
| Q3 25 | $7.2B | $7.9B | ||
| Q2 25 | $7.2B | $7.8B | ||
| Q1 25 | $7.3B | $6.6B | ||
| Q4 24 | $6.8B | $6.7B | ||
| Q3 24 | $6.9B | $6.6B | ||
| Q2 24 | $6.6B | $6.6B | ||
| Q1 24 | $6.6B | $6.4B |
负债/权益比BAHRPM
| Q4 25 | 3.84× | 0.80× | ||
| Q3 25 | 3.98× | 0.87× | ||
| Q2 25 | 3.74× | 0.91× | ||
| Q1 25 | 3.99× | 0.78× | ||
| Q4 24 | 2.79× | 0.74× | ||
| Q3 24 | 2.83× | 0.77× | ||
| Q2 24 | 3.14× | 0.79× | ||
| Q1 24 | 3.26× | 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 | $261.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 9.5% | 15.5% |
| 资本支出强度资本支出/营收 | 0.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.30× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $933.4M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BAHRPM
| Q4 25 | $261.0M | $345.7M | ||
| Q3 25 | $421.0M | $237.5M | ||
| Q2 25 | $119.0M | $149.2M | ||
| Q1 25 | $219.0M | $91.5M | ||
| Q4 24 | $150.8M | $279.4M | ||
| Q3 24 | $587.1M | $248.1M | ||
| Q2 24 | $52.1M | $181.2M | ||
| Q1 24 | $143.8M | $173.4M |
自由现金流BAHRPM
| Q4 25 | $248.0M | $296.4M | ||
| Q3 25 | $395.0M | $175.0M | ||
| Q2 25 | $96.0M | $78.2M | ||
| Q1 25 | $194.4M | $33.3M | ||
| Q4 24 | $133.6M | $229.5M | ||
| Q3 24 | $563.3M | $197.3M | ||
| Q2 24 | $19.7M | $105.3M | ||
| Q1 24 | $127.6M | $124.6M |
自由现金流率BAHRPM
| Q4 25 | 9.5% | 15.5% | ||
| Q3 25 | 13.7% | 8.3% | ||
| Q2 25 | 3.3% | 3.8% | ||
| Q1 25 | 6.5% | 2.3% | ||
| Q4 24 | 4.6% | 12.4% | ||
| Q3 24 | 17.9% | 10.0% | ||
| Q2 24 | 0.7% | 5.2% | ||
| Q1 24 | 4.6% | 8.2% |
资本支出强度BAHRPM
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.8% | 3.9% | ||
| Q4 24 | 0.6% | 2.7% | ||
| Q3 24 | 0.8% | 2.6% | ||
| Q2 24 | 1.1% | 3.8% | ||
| Q1 24 | 0.6% | 3.2% |
现金转化率BAHRPM
| Q4 25 | 1.30× | 2.14× | ||
| Q3 25 | 2.41× | 1.04× | ||
| Q2 25 | 0.44× | 0.66× | ||
| Q1 25 | 1.14× | 1.76× | ||
| Q4 24 | 0.81× | 1.53× | ||
| Q3 24 | 1.50× | 1.09× | ||
| Q2 24 | 0.32× | 1.00× | ||
| Q1 24 | 1.12× | 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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
