vs
BOISE CASCADE Co（BCC）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
BOISE CASCADE Co的季度营收约是罗布乐思的1.0倍（$1.5B vs $1.4B），BOISE CASCADE Co净利率更高（0.6% vs -22.3%，领先22.9%），罗布乐思同比增速更快（43.2% vs -6.8%），罗布乐思自由现金流更多（$308.6M vs $77.0M），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
BCC vs RBLX — 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
RBLX
高出50.0%
-6.8%
净利率更高
BCC
高出22.9%
-22.3%
自由现金流更多
RBLX
多$231.5M
$77.0M
两年增速更快
RBLX
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 | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 1.1% | -25.3% |
| 净利率 | 0.6% | -22.3% |
| 营收同比 | -6.8% | 43.2% |
| 净利润同比 | -87.3% | -43.9% |
| 每股收益（稀释后） | $0.25 | $-0.44 |
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BCCRBLX
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.6B | $988.2M | ||
| Q3 24 | $1.7B | $919.0M | ||
| Q2 24 | $1.8B | $893.5M | ||
| Q1 24 | $1.6B | $801.3M |
净利润BCCRBLX
| Q4 25 | $8.7M | $-316.0M | ||
| Q3 25 | $21.8M | $-255.6M | ||
| Q2 25 | $62.0M | $-278.4M | ||
| Q1 25 | $40.3M | $-215.1M | ||
| Q4 24 | $68.9M | $-219.6M | ||
| Q3 24 | $91.0M | $-239.3M | ||
| Q2 24 | $112.3M | $-205.9M | ||
| Q1 24 | $104.1M | $-270.6M |
毛利率BCCRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率BCCRBLX
| Q4 25 | 1.1% | -25.3% | ||
| Q3 25 | 1.9% | -21.8% | ||
| Q2 25 | 4.6% | -29.8% | ||
| Q1 25 | 3.5% | -24.6% | ||
| Q4 24 | 5.9% | -24.7% | ||
| Q3 24 | 6.8% | -30.4% | ||
| Q2 24 | 8.2% | -26.6% | ||
| Q1 24 | 8.1% | -37.7% |
净利率BCCRBLX
| Q4 25 | 0.6% | -22.3% | ||
| Q3 25 | 1.3% | -18.8% | ||
| Q2 25 | 3.6% | -25.8% | ||
| Q1 25 | 2.6% | -20.8% | ||
| Q4 24 | 4.4% | -22.2% | ||
| Q3 24 | 5.3% | -26.0% | ||
| Q2 24 | 6.2% | -23.0% | ||
| Q1 24 | 6.3% | -33.8% |
每股收益（稀释后）BCCRBLX
| Q4 25 | $0.25 | $-0.44 | ||
| Q3 25 | $0.58 | $-0.37 | ||
| Q2 25 | $1.64 | $-0.41 | ||
| Q1 25 | $1.06 | $-0.32 | ||
| Q4 24 | $1.79 | $-0.32 | ||
| Q3 24 | $2.33 | $-0.37 | ||
| Q2 24 | $2.84 | $-0.32 | ||
| Q1 24 | $2.61 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.1B | $394.5M |
| 总资产 | $3.2B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BCCRBLX
| Q4 25 | $477.2M | $3.1B | ||
| Q3 25 | $511.8M | $2.9B | ||
| Q2 25 | $481.0M | $2.6B | ||
| Q1 25 | $561.8M | $2.7B | ||
| Q4 24 | $713.3M | $2.4B | ||
| Q3 24 | $761.6M | $2.3B | ||
| Q2 24 | $922.1M | $2.4B | ||
| Q1 24 | $890.2M | $2.4B |
总债务BCCRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BCCRBLX
| Q4 25 | $2.1B | $394.5M | ||
| Q3 25 | $2.1B | $407.6M | ||
| Q2 25 | $2.2B | $353.2M | ||
| Q1 25 | $2.1B | $310.7M | ||
| Q4 24 | $2.2B | $221.4M | ||
| Q3 24 | $2.1B | $189.9M | ||
| Q2 24 | $2.3B | $121.5M | ||
| Q1 24 | $2.3B | $71.6M |
总资产BCCRBLX
| Q4 25 | $3.2B | $9.6B | ||
| Q3 25 | $3.4B | $8.6B | ||
| Q2 25 | $3.4B | $7.8B | ||
| Q1 25 | $3.5B | $7.5B | ||
| Q4 24 | $3.4B | $7.2B | ||
| Q3 24 | $3.4B | $6.7B | ||
| Q2 24 | $3.7B | $6.5B | ||
| Q1 24 | $3.6B | $6.3B |
负债/权益比BCCRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $308.6M |
| 自由现金流率自由现金流/营收 | 5.3% | 21.8% |
| 资本支出强度资本支出/营收 | 3.7% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流BCCRBLX
| Q4 25 | $131.0M | $607.0M | ||
| Q3 25 | $118.4M | $546.2M | ||
| Q2 25 | $33.2M | $199.3M | ||
| Q1 25 | $-28.5M | $443.9M | ||
| Q4 24 | $94.6M | $184.5M | ||
| Q3 24 | $174.6M | $247.4M | ||
| Q2 24 | $141.7M | $151.4M | ||
| Q1 24 | $27.5M | $238.9M |
自由现金流BCCRBLX
| Q4 25 | $77.0M | $308.6M | ||
| Q3 25 | $63.2M | $443.6M | ||
| Q2 25 | $-45.9M | $176.7M | ||
| Q1 25 | $-81.7M | $426.5M | ||
| Q4 24 | $759.0K | $120.6M | ||
| Q3 24 | $112.9M | $218.0M | ||
| Q2 24 | $101.9M | $111.7M | ||
| Q1 24 | $-6.9M | $192.3M |
自由现金流率BCCRBLX
| Q4 25 | 5.3% | 21.8% | ||
| Q3 25 | 3.8% | 32.6% | ||
| Q2 25 | -2.6% | 16.3% | ||
| Q1 25 | -5.3% | 41.2% | ||
| Q4 24 | 0.0% | 12.2% | ||
| Q3 24 | 6.6% | 23.7% | ||
| Q2 24 | 5.7% | 12.5% | ||
| Q1 24 | -0.4% | 24.0% |
资本支出强度BCCRBLX
| Q4 25 | 3.7% | 21.1% | ||
| Q3 25 | 3.3% | 7.5% | ||
| Q2 25 | 4.5% | 2.1% | ||
| Q1 25 | 3.5% | 1.7% | ||
| Q4 24 | 6.0% | 6.5% | ||
| Q3 24 | 3.6% | 3.2% | ||
| Q2 24 | 2.2% | 4.4% | ||
| Q1 24 | 2.1% | 5.8% |
现金转化率BCCRBLX
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 1.92× | — | ||
| 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% |
RBLX
暂无分部数据
