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BOISE CASCADE Co（BCC）与博士伦（BLCO）财务数据对比。点击上方公司名可切换其他公司
BOISE CASCADE Co的季度营收约是博士伦的1.0倍（$1.5B vs $1.4B），BOISE CASCADE Co净利率更高（0.6% vs -4.1%，领先4.7%），博士伦同比增速更快（9.8% vs -6.8%），BOISE CASCADE Co自由现金流更多（$77.0M vs $60.0M），过去两年博士伦的营收复合增速更高（13.1% vs -5.8%）
博伊西卡斯卡德公司是总部位于美国爱达荷州博伊西的企业，主营木制品制造与建筑材料批发分销业务，产品覆盖各类建筑用木材及相关建材，为建筑行业客户提供稳定的供应链支持。
博士伦是知名眼健康产品企业，总部位于加拿大安大略省沃恩市，是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立，曾是美国历史最悠久的持续运营企业之一，2013年被整体收购。
BCC vs BLCO — 直观对比
营收规模更大
BCC
是对方的1.0倍
$1.4B
营收增速更快
BLCO
高出16.6%
-6.8%
净利率更高
BCC
高出4.7%
-4.1%
自由现金流更多
BCC
多$17.0M
$60.0M
两年增速更快
BLCO
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $8.7M | $-58.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.1% | 8.0% |
| 净利率 | 0.6% | -4.1% |
| 营收同比 | -6.8% | 9.8% |
| 净利润同比 | -87.3% | -1833.3% |
| 每股收益（稀释后） | $0.25 | $-0.16 |
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BCCBLCO
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
净利润BCCBLCO
| Q4 25 | $8.7M | $-58.0M | ||
| Q3 25 | $21.8M | $-28.0M | ||
| Q2 25 | $62.0M | $-62.0M | ||
| Q1 25 | $40.3M | $-212.0M | ||
| Q4 24 | $68.9M | $-3.0M | ||
| Q3 24 | $91.0M | $4.0M | ||
| Q2 24 | $112.3M | $-151.0M | ||
| Q1 24 | $104.1M | $-167.0M |
营业利润率BCCBLCO
| Q4 25 | 1.1% | 8.0% | ||
| Q3 25 | 1.9% | 7.4% | ||
| Q2 25 | 4.6% | -0.9% | ||
| Q1 25 | 3.5% | -7.3% | ||
| Q4 24 | 5.9% | 6.8% | ||
| Q3 24 | 6.8% | 3.6% | ||
| Q2 24 | 8.2% | 2.1% | ||
| Q1 24 | 8.1% | 0.5% |
净利率BCCBLCO
| Q4 25 | 0.6% | -4.1% | ||
| Q3 25 | 1.3% | -2.2% | ||
| Q2 25 | 3.6% | -4.9% | ||
| Q1 25 | 2.6% | -18.6% | ||
| Q4 24 | 4.4% | -0.2% | ||
| Q3 24 | 5.3% | 0.3% | ||
| Q2 24 | 6.2% | -12.4% | ||
| Q1 24 | 6.3% | -15.2% |
每股收益（稀释后）BCCBLCO
| Q4 25 | $0.25 | $-0.16 | ||
| Q3 25 | $0.58 | $-0.08 | ||
| Q2 25 | $1.64 | $-0.18 | ||
| Q1 25 | $1.06 | $-0.60 | ||
| Q4 24 | $1.79 | $-0.00 | ||
| Q3 24 | $2.33 | $0.01 | ||
| Q2 24 | $2.84 | $-0.43 | ||
| Q1 24 | $2.61 | $-0.48 |
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 | $477.2M | $383.0M |
| 总债务越低越好 | — | $5.0B |
| 股东权益账面价值 | $2.1B | $6.4B |
| 总资产 | $3.2B | $14.0B |
| 负债/权益比越低杠杆越低 | — | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资BCCBLCO
| Q4 25 | $477.2M | $383.0M | ||
| Q3 25 | $511.8M | $310.0M | ||
| Q2 25 | $481.0M | $266.0M | ||
| Q1 25 | $561.8M | $202.0M | ||
| Q4 24 | $713.3M | $305.0M | ||
| Q3 24 | $761.6M | $329.0M | ||
| Q2 24 | $922.1M | $285.0M | ||
| Q1 24 | $890.2M | $315.0M |
总债务BCCBLCO
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.6B | ||
| Q1 24 | — | $4.6B |
股东权益BCCBLCO
| Q4 25 | $2.1B | $6.4B | ||
| Q3 25 | $2.1B | $6.4B | ||
| Q2 25 | $2.2B | $6.4B | ||
| Q1 25 | $2.1B | $6.4B | ||
| Q4 24 | $2.2B | $6.5B | ||
| Q3 24 | $2.1B | $6.6B | ||
| Q2 24 | $2.3B | $6.5B | ||
| Q1 24 | $2.3B | $6.7B |
总资产BCCBLCO
| Q4 25 | $3.2B | $14.0B | ||
| Q3 25 | $3.4B | $13.8B | ||
| Q2 25 | $3.4B | $13.8B | ||
| Q1 25 | $3.5B | $13.4B | ||
| Q4 24 | $3.4B | $13.5B | ||
| Q3 24 | $3.4B | $13.5B | ||
| Q2 24 | $3.7B | $13.3B | ||
| Q1 24 | $3.6B | $13.3B |
负债/权益比BCCBLCO
| Q4 25 | — | 0.78× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.69× |
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 | $131.0M | $136.0M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $60.0M |
| 自由现金流率自由现金流/营收 | 5.3% | 4.3% |
| 资本支出强度资本支出/营收 | 3.7% | 5.4% |
| 现金转化率经营现金流/净利润 | 15.00× | — |
| 过去12个月自由现金流最近4个季度 | $12.7M | $-66.0M |
8季度趋势，按日历期对齐
经营现金流BCCBLCO
| Q4 25 | $131.0M | $136.0M | ||
| Q3 25 | $118.4M | $137.0M | ||
| Q2 25 | $33.2M | $35.0M | ||
| Q1 25 | $-28.5M | $-25.0M | ||
| Q4 24 | $94.6M | $22.0M | ||
| Q3 24 | $174.6M | $154.0M | ||
| Q2 24 | $141.7M | $15.0M | ||
| Q1 24 | $27.5M | $41.0M |
自由现金流BCCBLCO
| Q4 25 | $77.0M | $60.0M | ||
| Q3 25 | $63.2M | $63.0M | ||
| Q2 25 | $-45.9M | $-54.0M | ||
| Q1 25 | $-81.7M | $-135.0M | ||
| Q4 24 | $759.0K | $-70.0M | ||
| Q3 24 | $112.9M | $94.0M | ||
| Q2 24 | $101.9M | $-57.0M | ||
| Q1 24 | $-6.9M | $-26.0M |
自由现金流率BCCBLCO
| Q4 25 | 5.3% | 4.3% | ||
| Q3 25 | 3.8% | 4.9% | ||
| Q2 25 | -2.6% | -4.2% | ||
| Q1 25 | -5.3% | -11.9% | ||
| Q4 24 | 0.0% | -5.5% | ||
| Q3 24 | 6.6% | 7.9% | ||
| Q2 24 | 5.7% | -4.7% | ||
| Q1 24 | -0.4% | -2.4% |
资本支出强度BCCBLCO
| Q4 25 | 3.7% | 5.4% | ||
| Q3 25 | 3.3% | 5.8% | ||
| Q2 25 | 4.5% | 7.0% | ||
| Q1 25 | 3.5% | 9.7% | ||
| Q4 24 | 6.0% | 7.2% | ||
| Q3 24 | 3.6% | 5.0% | ||
| Q2 24 | 2.2% | 5.9% | ||
| Q1 24 | 2.1% | 6.1% |
现金转化率BCCBLCO
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 1.92× | 38.50× | ||
| Q2 24 | 1.26× | — | ||
| Q1 24 | 0.26× | — |
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
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
