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BOISE CASCADE Co（BCC）与北极星（PII）财务数据对比。点击上方公司名可切换其他公司
北极星的季度营收约是BOISE CASCADE Co的1.1倍（$1.7B vs $1.5B），BOISE CASCADE Co净利率更高（0.6% vs -2.8%，领先3.4%），北极星同比增速更快（8.0% vs -6.8%），BOISE CASCADE Co自由现金流更多（$77.0M vs $-342.5M），过去两年BOISE CASCADE Co的营收复合增速更高（-5.8% vs -8.0%）
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。
北极星公司（Polaris Inc.）是总部位于美国明尼苏达州麦地那的机动车制造企业，创立于明尼苏达州罗索，当地目前仍保留其工程研发与生产设施。公司曾通过胜利摩托子公司生产摩托车，2011年收购印第安摩托品牌后转由该子公司运营摩托业务，此前还曾生产私人水上摩托艇产品。
BCC vs PII — 直观对比
营收规模更大
PII
是对方的1.1倍
$1.5B
营收增速更快
PII
高出14.8%
-6.8%
净利率更高
BCC
高出3.4%
-2.8%
自由现金流更多
BCC
多$419.5M
$-342.5M
两年增速更快
BCC
近两年复合增速
-8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $8.7M | $-47.2M |
| 毛利率 | — | 20.2% |
| 营业利润率 | 1.1% | — |
| 净利率 | 0.6% | -2.8% |
| 营收同比 | -6.8% | 8.0% |
| 净利润同比 | -87.3% | 29.2% |
| 每股收益（稀释后） | $0.25 | $-0.83 |
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BCCPII
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.8B | $2.0B |
净利润BCCPII
| Q1 26 | — | $-47.2M | ||
| Q4 25 | $8.7M | $-303.6M | ||
| Q3 25 | $21.8M | $-15.8M | ||
| Q2 25 | $62.0M | $-79.3M | ||
| Q1 25 | $40.3M | $-66.8M | ||
| Q4 24 | $68.9M | $10.6M | ||
| Q3 24 | $91.0M | $27.7M | ||
| Q2 24 | $112.3M | $68.7M |
毛利率BCCPII
| Q1 26 | — | 20.2% | ||
| Q4 25 | — | 20.0% | ||
| Q3 25 | — | 20.7% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | 21.6% |
营业利润率BCCPII
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | -16.7% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 4.6% | -0.7% | ||
| Q1 25 | 3.5% | -2.4% | ||
| Q4 24 | 5.9% | 3.7% | ||
| Q3 24 | 6.8% | 3.8% | ||
| Q2 24 | 8.2% | 6.1% |
净利率BCCPII
| Q1 26 | — | -2.8% | ||
| Q4 25 | 0.6% | -15.8% | ||
| Q3 25 | 1.3% | -0.9% | ||
| Q2 25 | 3.6% | -4.3% | ||
| Q1 25 | 2.6% | -4.3% | ||
| Q4 24 | 4.4% | 0.6% | ||
| Q3 24 | 5.3% | 1.6% | ||
| Q2 24 | 6.2% | 3.5% |
每股收益（稀释后）BCCPII
| Q1 26 | — | $-0.83 | ||
| Q4 25 | $0.25 | $-5.34 | ||
| Q3 25 | $0.58 | $-0.28 | ||
| Q2 25 | $1.64 | $-1.39 | ||
| Q1 25 | $1.06 | $-1.17 | ||
| Q4 24 | $1.79 | $0.18 | ||
| Q3 24 | $2.33 | $0.49 | ||
| Q2 24 | $2.84 | $1.21 |
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 | $282.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $750.4M |
| 总资产 | $3.2B | $5.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BCCPII
| Q1 26 | — | $282.0M | ||
| Q4 25 | $477.2M | $138.0M | ||
| Q3 25 | $511.8M | $335.5M | ||
| Q2 25 | $481.0M | $324.3M | ||
| Q1 25 | $561.8M | $291.7M | ||
| Q4 24 | $713.3M | $287.8M | ||
| Q3 24 | $761.6M | $291.3M | ||
| Q2 24 | $922.1M | $322.7M |
总债务BCCPII
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $2.1B |
股东权益BCCPII
| Q1 26 | — | $750.4M | ||
| Q4 25 | $2.1B | $828.4M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B |
总资产BCCPII
| Q1 26 | — | $5.2B | ||
| Q4 25 | $3.2B | $4.9B | ||
| Q3 25 | $3.4B | $5.3B | ||
| Q2 25 | $3.4B | $5.4B | ||
| Q1 25 | $3.5B | $5.5B | ||
| Q4 24 | $3.4B | $5.5B | ||
| Q3 24 | $3.4B | $5.6B | ||
| Q2 24 | $3.7B | $5.7B |
负债/权益比BCCPII
| Q1 26 | — | — | ||
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 1.13× | ||
| Q2 25 | — | 1.17× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 1.56× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $-342.5M |
| 自由现金流率自由现金流/营收 | 5.3% | -20.6% |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 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 | $168.0M |
8季度趋势，按日历期对齐
经营现金流BCCPII
| Q1 26 | — | — | ||
| Q4 25 | $131.0M | $178.7M | ||
| Q3 25 | $118.4M | $158.8M | ||
| Q2 25 | $33.2M | $320.3M | ||
| Q1 25 | $-28.5M | $83.2M | ||
| Q4 24 | $94.6M | $206.3M | ||
| Q3 24 | $174.6M | $21.0M | ||
| Q2 24 | $141.7M | $146.3M |
自由现金流BCCPII
| Q1 26 | — | $-342.5M | ||
| Q4 25 | $77.0M | $114.0M | ||
| Q3 25 | $63.2M | $116.7M | ||
| Q2 25 | $-45.9M | $279.8M | ||
| Q1 25 | $-81.7M | $47.6M | ||
| Q4 24 | $759.0K | $137.3M | ||
| Q3 24 | $112.9M | $-32.4M | ||
| Q2 24 | $101.9M | $79.1M |
自由现金流率BCCPII
| Q1 26 | — | -20.6% | ||
| Q4 25 | 5.3% | 5.9% | ||
| Q3 25 | 3.8% | 6.3% | ||
| Q2 25 | -2.6% | 15.1% | ||
| Q1 25 | -5.3% | 3.1% | ||
| Q4 24 | 0.0% | 7.8% | ||
| Q3 24 | 6.6% | -1.9% | ||
| Q2 24 | 5.7% | 4.0% |
资本支出强度BCCPII
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 3.4% | ||
| Q3 25 | 3.3% | 2.3% | ||
| Q2 25 | 4.5% | 2.2% | ||
| Q1 25 | 3.5% | 2.3% | ||
| Q4 24 | 6.0% | 3.9% | ||
| Q3 24 | 3.6% | 3.1% | ||
| Q2 24 | 2.2% | 3.4% |
现金转化率BCCPII
| Q1 26 | — | — | ||
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 1.37× | 19.46× | ||
| Q3 24 | 1.92× | 0.76× | ||
| Q2 24 | 1.26× | 2.13× |
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% |
PII
暂无分部数据
