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BOISE CASCADE Co（BCC）与Old Dominion（ODFL）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Old Dominion的1.1倍（$1.5B vs $1.3B），Old Dominion净利率更高（17.6% vs 0.6%，领先17.0%），Old Dominion同比增速更快（-5.7% vs -6.8%），Old Dominion自由现金流更多（$264.5M vs $77.0M），过去两年Old Dominion的营收复合增速更高（-5.4% 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。
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
BCC vs ODFL — 直观对比
营收规模更大
BCC
是对方的1.1倍
$1.3B
营收增速更快
ODFL
高出1.2%
-6.8%
净利率更高
ODFL
高出17.0%
0.6%
自由现金流更多
ODFL
多$187.5M
$77.0M
两年增速更快
ODFL
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.3B |
| 净利润 | $8.7M | $229.5M |
| 毛利率 | — | — |
| 营业利润率 | 1.1% | 23.3% |
| 净利率 | 0.6% | 17.6% |
| 营收同比 | -6.8% | -5.7% |
| 净利润同比 | -87.3% | -12.8% |
| 每股收益（稀释后） | $0.25 | $1.10 |
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BCCODFL
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.6B | $1.5B |
净利润BCCODFL
| Q4 25 | $8.7M | $229.5M | ||
| Q3 25 | $21.8M | $270.9M | ||
| Q2 25 | $62.0M | $268.6M | ||
| Q1 25 | $40.3M | $254.7M | ||
| Q4 24 | $68.9M | $263.1M | ||
| Q3 24 | $91.0M | $308.6M | ||
| Q2 24 | $112.3M | $322.0M | ||
| Q1 24 | $104.1M | $292.3M |
营业利润率BCCODFL
| Q4 25 | 1.1% | 23.3% | ||
| Q3 25 | 1.9% | 25.7% | ||
| Q2 25 | 4.6% | 25.4% | ||
| Q1 25 | 3.5% | 24.6% | ||
| Q4 24 | 5.9% | 24.1% | ||
| Q3 24 | 6.8% | 27.3% | ||
| Q2 24 | 8.2% | 28.1% | ||
| Q1 24 | 8.1% | 26.5% |
净利率BCCODFL
| Q4 25 | 0.6% | 17.6% | ||
| Q3 25 | 1.3% | 19.3% | ||
| Q2 25 | 3.6% | 19.1% | ||
| Q1 25 | 2.6% | 18.5% | ||
| Q4 24 | 4.4% | 19.0% | ||
| Q3 24 | 5.3% | 21.0% | ||
| Q2 24 | 6.2% | 21.5% | ||
| Q1 24 | 6.3% | 20.0% |
每股收益（稀释后）BCCODFL
| Q4 25 | $0.25 | $1.10 | ||
| Q3 25 | $0.58 | $1.28 | ||
| Q2 25 | $1.64 | $1.27 | ||
| Q1 25 | $1.06 | $1.19 | ||
| Q4 24 | $1.79 | $1.23 | ||
| Q3 24 | $2.33 | $1.43 | ||
| Q2 24 | $2.84 | $1.48 | ||
| Q1 24 | $2.61 | $1.34 |
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 | $120.1M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $2.1B | $4.3B |
| 总资产 | $3.2B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BCCODFL
| Q4 25 | $477.2M | $120.1M | ||
| Q3 25 | $511.8M | $46.6M | ||
| Q2 25 | $481.0M | $24.1M | ||
| Q1 25 | $561.8M | $97.2M | ||
| Q4 24 | $713.3M | $108.7M | ||
| Q3 24 | $761.6M | $74.2M | ||
| Q2 24 | $922.1M | $104.6M | ||
| Q1 24 | $890.2M | $581.0M |
总债务BCCODFL
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | — | $150.0M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $40.0M | ||
| Q2 24 | — | $40.0M | ||
| Q1 24 | — | $60.0M |
股东权益BCCODFL
| Q4 25 | $2.1B | $4.3B | ||
| Q3 25 | $2.1B | $4.3B | ||
| Q2 25 | $2.2B | $4.2B | ||
| Q1 25 | $2.1B | $4.2B | ||
| Q4 24 | $2.2B | $4.2B | ||
| Q3 24 | $2.1B | $4.2B | ||
| Q2 24 | $2.3B | $4.1B | ||
| Q1 24 | $2.3B | $4.4B |
总资产BCCODFL
| Q4 25 | $3.2B | $5.5B | ||
| Q3 25 | $3.4B | $5.5B | ||
| Q2 25 | $3.4B | $5.6B | ||
| Q1 25 | $3.5B | $5.5B | ||
| Q4 24 | $3.4B | $5.5B | ||
| Q3 24 | $3.4B | $5.4B | ||
| Q2 24 | $3.7B | $5.3B | ||
| Q1 24 | $3.6B | $5.7B |
负债/权益比BCCODFL
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
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 | $310.3M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $264.5M |
| 自由现金流率自由现金流/营收 | 5.3% | 20.2% |
| 资本支出强度资本支出/营收 | 3.7% | 3.5% |
| 现金转化率经营现金流/净利润 | 15.00× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $12.7M | $955.1M |
8季度趋势，按日历期对齐
经营现金流BCCODFL
| Q4 25 | $131.0M | $310.3M | ||
| Q3 25 | $118.4M | $437.5M | ||
| Q2 25 | $33.2M | $285.8M | ||
| Q1 25 | $-28.5M | $336.5M | ||
| Q4 24 | $94.6M | $401.1M | ||
| Q3 24 | $174.6M | $446.5M | ||
| Q2 24 | $141.7M | $387.9M | ||
| Q1 24 | $27.5M | $423.9M |
自由现金流BCCODFL
| Q4 25 | $77.0M | $264.5M | ||
| Q3 25 | $63.2M | $343.5M | ||
| Q2 25 | $-45.9M | $98.7M | ||
| Q1 25 | $-81.7M | $248.4M | ||
| Q4 24 | $759.0K | $230.1M | ||
| Q3 24 | $112.9M | $203.7M | ||
| Q2 24 | $101.9M | $149.7M | ||
| Q1 24 | $-6.9M | $304.4M |
自由现金流率BCCODFL
| Q4 25 | 5.3% | 20.2% | ||
| Q3 25 | 3.8% | 24.4% | ||
| Q2 25 | -2.6% | 7.0% | ||
| Q1 25 | -5.3% | 18.1% | ||
| Q4 24 | 0.0% | 16.6% | ||
| Q3 24 | 6.6% | 13.9% | ||
| Q2 24 | 5.7% | 10.0% | ||
| Q1 24 | -0.4% | 20.8% |
资本支出强度BCCODFL
| Q4 25 | 3.7% | 3.5% | ||
| Q3 25 | 3.3% | 6.7% | ||
| Q2 25 | 4.5% | 13.3% | ||
| Q1 25 | 3.5% | 6.4% | ||
| Q4 24 | 6.0% | 12.3% | ||
| Q3 24 | 3.6% | 16.5% | ||
| Q2 24 | 2.2% | 15.9% | ||
| Q1 24 | 2.1% | 8.2% |
现金转化率BCCODFL
| Q4 25 | 15.00× | 1.35× | ||
| Q3 25 | 5.44× | 1.61× | ||
| Q2 25 | 0.54× | 1.06× | ||
| Q1 25 | -0.71× | 1.32× | ||
| Q4 24 | 1.37× | 1.52× | ||
| Q3 24 | 1.92× | 1.45× | ||
| Q2 24 | 1.26× | 1.20× | ||
| Q1 24 | 0.26× | 1.45× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
