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BOISE CASCADE Co（BCC）与Concentrix Corp（CNXC）财务数据对比。点击上方公司名可切换其他公司
Concentrix Corp的季度营收约是BOISE CASCADE Co的1.7倍（$2.6B vs $1.5B），BOISE CASCADE Co净利率更高（0.6% vs -57.9%，领先58.5%），Concentrix Corp同比增速更快（4.3% vs -6.8%），Concentrix Corp自由现金流更多（$281.2M vs $77.0M），过去两年Concentrix Corp的营收复合增速更高（3.1% 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。
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
BCC vs CNXC — 直观对比
营收规模更大
CNXC
是对方的1.7倍
$1.5B
营收增速更快
CNXC
高出11.1%
-6.8%
净利率更高
BCC
高出58.5%
-57.9%
自由现金流更多
CNXC
多$204.2M
$77.0M
两年增速更快
CNXC
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.6B |
| 净利润 | $8.7M | $-1.5B |
| 毛利率 | — | 34.3% |
| 营业利润率 | 1.1% | -54.1% |
| 净利率 | 0.6% | -57.9% |
| 营收同比 | -6.8% | 4.3% |
| 净利润同比 | -87.3% | -1379.2% |
| 每股收益（稀释后） | $0.25 | $-23.37 |
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BCCCNXC
| Q4 25 | $1.5B | $2.6B | ||
| Q3 25 | $1.7B | $2.5B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.7B | $2.4B | ||
| Q2 24 | $1.8B | $2.4B | ||
| Q1 24 | $1.6B | $2.4B |
净利润BCCCNXC
| Q4 25 | $8.7M | $-1.5B | ||
| Q3 25 | $21.8M | $88.1M | ||
| Q2 25 | $62.0M | $42.1M | ||
| Q1 25 | $40.3M | $70.3M | ||
| Q4 24 | $68.9M | $115.7M | ||
| Q3 24 | $91.0M | $16.6M | ||
| Q2 24 | $112.3M | $66.8M | ||
| Q1 24 | $104.1M | $52.1M |
毛利率BCCCNXC
| Q4 25 | — | 34.3% | ||
| Q3 25 | — | 34.4% | ||
| Q2 25 | — | 35.1% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 35.6% | ||
| Q3 24 | — | 36.2% | ||
| Q2 24 | — | 36.0% | ||
| Q1 24 | — | 35.6% |
营业利润率BCCCNXC
| Q4 25 | 1.1% | -54.1% | ||
| Q3 25 | 1.9% | 5.9% | ||
| Q2 25 | 4.6% | 6.1% | ||
| Q1 25 | 3.5% | 7.1% | ||
| Q4 24 | 5.9% | 5.9% | ||
| Q3 24 | 6.8% | 6.4% | ||
| Q2 24 | 8.2% | 6.3% | ||
| Q1 24 | 8.1% | 6.2% |
净利率BCCCNXC
| Q4 25 | 0.6% | -57.9% | ||
| Q3 25 | 1.3% | 3.5% | ||
| Q2 25 | 3.6% | 1.7% | ||
| Q1 25 | 2.6% | 3.0% | ||
| Q4 24 | 4.4% | 4.7% | ||
| Q3 24 | 5.3% | 0.7% | ||
| Q2 24 | 6.2% | 2.8% | ||
| Q1 24 | 6.3% | 2.2% |
每股收益（稀释后）BCCCNXC
| Q4 25 | $0.25 | $-23.37 | ||
| Q3 25 | $0.58 | $1.34 | ||
| Q2 25 | $1.64 | $0.63 | ||
| Q1 25 | $1.06 | $1.04 | ||
| Q4 24 | $1.79 | $1.72 | ||
| Q3 24 | $2.33 | $0.25 | ||
| Q2 24 | $2.84 | $0.98 | ||
| Q1 24 | $2.61 | $0.76 |
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 | $327.3M |
| 总债务越低越好 | — | $4.6B |
| 股东权益账面价值 | $2.1B | $2.7B |
| 总资产 | $3.2B | $10.8B |
| 负债/权益比越低杠杆越低 | — | 1.67× |
8季度趋势，按日历期对齐
现金及短期投资BCCCNXC
| Q4 25 | $477.2M | $327.3M | ||
| Q3 25 | $511.8M | $350.3M | ||
| Q2 25 | $481.0M | $342.8M | ||
| Q1 25 | $561.8M | $308.0M | ||
| Q4 24 | $713.3M | $240.6M | ||
| Q3 24 | $761.6M | $246.2M | ||
| Q2 24 | $922.1M | $207.3M | ||
| Q1 24 | $890.2M | $234.8M |
总债务BCCCNXC
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.9B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | — | $4.9B | ||
| Q1 24 | — | $5.0B |
股东权益BCCCNXC
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.1B | $4.3B | ||
| Q2 25 | $2.2B | $4.3B | ||
| Q1 25 | $2.1B | $4.0B | ||
| Q4 24 | $2.2B | $4.0B | ||
| Q3 24 | $2.1B | $4.2B | ||
| Q2 24 | $2.3B | $4.1B | ||
| Q1 24 | $2.3B | $4.1B |
总资产BCCCNXC
| Q4 25 | $3.2B | $10.8B | ||
| Q3 25 | $3.4B | $12.4B | ||
| Q2 25 | $3.4B | $12.4B | ||
| Q1 25 | $3.5B | $11.9B | ||
| Q4 24 | $3.4B | $12.0B | ||
| Q3 24 | $3.4B | $12.2B | ||
| Q2 24 | $3.7B | $12.1B | ||
| Q1 24 | $3.6B | $12.2B |
负债/权益比BCCCNXC
| Q4 25 | — | 1.67× | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.23× |
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 | $344.2M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $281.2M |
| 自由现金流率自由现金流/营收 | 5.3% | 11.0% |
| 资本支出强度资本支出/营收 | 3.7% | 2.5% |
| 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 | $572.5M |
8季度趋势，按日历期对齐
经营现金流BCCCNXC
| Q4 25 | $131.0M | $344.2M | ||
| Q3 25 | $118.4M | $224.8M | ||
| Q2 25 | $33.2M | $236.5M | ||
| Q1 25 | $-28.5M | $1.4M | ||
| Q4 24 | $94.6M | $284.4M | ||
| Q3 24 | $174.6M | $191.6M | ||
| Q2 24 | $141.7M | $238.3M | ||
| Q1 24 | $27.5M | $-46.9M |
自由现金流BCCCNXC
| Q4 25 | $77.0M | $281.2M | ||
| Q3 25 | $63.2M | $159.7M | ||
| Q2 25 | $-45.9M | $180.7M | ||
| Q1 25 | $-81.7M | $-49.2M | ||
| Q4 24 | $759.0K | $224.5M | ||
| Q3 24 | $112.9M | $128.9M | ||
| Q2 24 | $101.9M | $178.3M | ||
| Q1 24 | $-6.9M | $-102.9M |
自由现金流率BCCCNXC
| Q4 25 | 5.3% | 11.0% | ||
| Q3 25 | 3.8% | 6.4% | ||
| Q2 25 | -2.6% | 7.5% | ||
| Q1 25 | -5.3% | -2.1% | ||
| Q4 24 | 0.0% | 9.2% | ||
| Q3 24 | 6.6% | 5.4% | ||
| Q2 24 | 5.7% | 7.5% | ||
| Q1 24 | -0.4% | -4.3% |
资本支出强度BCCCNXC
| Q4 25 | 3.7% | 2.5% | ||
| Q3 25 | 3.3% | 2.6% | ||
| Q2 25 | 4.5% | 2.3% | ||
| Q1 25 | 3.5% | 2.1% | ||
| Q4 24 | 6.0% | 2.4% | ||
| Q3 24 | 3.6% | 2.6% | ||
| Q2 24 | 2.2% | 2.5% | ||
| Q1 24 | 2.1% | 2.3% |
现金转化率BCCCNXC
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | 2.55× | ||
| Q2 25 | 0.54× | 5.62× | ||
| Q1 25 | -0.71× | 0.02× | ||
| Q4 24 | 1.37× | 2.46× | ||
| Q3 24 | 1.92× | 11.52× | ||
| Q2 24 | 1.26× | 3.57× | ||
| Q1 24 | 0.26× | -0.90× |
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% |
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
