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BOISE CASCADE Co（BCC）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.8倍（$1.5B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 0.6%，领先12.6%），Rithm Capital Corp.同比增速更快（508.5% vs -6.8%），过去两年BOISE CASCADE Co的营收复合增速更高（-5.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BCC vs RITM — 直观对比
营收规模更大
BCC
是对方的1.8倍
$828.2M
营收增速更快
RITM
高出515.3%
-6.8%
净利率更高
RITM
高出12.6%
0.6%
两年增速更快
BCC
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $828.2M |
| 净利润 | $8.7M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 1.1% | 29.9% |
| 净利率 | 0.6% | 13.2% |
| 营收同比 | -6.8% | 508.5% |
| 净利润同比 | -87.3% | 27.7% |
| 每股收益（稀释后） | $0.25 | $0.12 |
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BCCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.5B | $768.4M | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.7B | $619.5M | ||
| Q2 24 | $1.8B | $1.2B |
净利润BCCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $8.7M | $85.0M | ||
| Q3 25 | $21.8M | $221.5M | ||
| Q2 25 | $62.0M | $311.7M | ||
| Q1 25 | $40.3M | $78.8M | ||
| Q4 24 | $68.9M | $290.2M | ||
| Q3 24 | $91.0M | $121.7M | ||
| Q2 24 | $112.3M | $235.6M |
营业利润率BCCRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 1.1% | 13.8% | ||
| Q3 25 | 1.9% | 21.4% | ||
| Q2 25 | 4.6% | 25.2% | ||
| Q1 25 | 3.5% | 7.4% | ||
| Q4 24 | 5.9% | 23.8% | ||
| Q3 24 | 6.8% | 7.3% | ||
| Q2 24 | 8.2% | 23.6% |
净利率BCCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 0.6% | 5.7% | ||
| Q3 25 | 1.3% | 20.0% | ||
| Q2 25 | 3.6% | 25.6% | ||
| Q1 25 | 2.6% | 10.3% | ||
| Q4 24 | 4.4% | 14.0% | ||
| Q3 24 | 5.3% | 19.7% | ||
| Q2 24 | 6.2% | 19.2% |
每股收益（稀释后）BCCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.25 | $0.09 | ||
| Q3 25 | $0.58 | $0.35 | ||
| Q2 25 | $1.64 | $0.53 | ||
| Q1 25 | $1.06 | $0.07 | ||
| Q4 24 | $1.79 | $0.50 | ||
| Q3 24 | $2.33 | $0.20 | ||
| Q2 24 | $2.84 | $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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $3.2B | $53.4B |
| 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BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | $477.2M | $1.8B | ||
| Q3 25 | $511.8M | $1.6B | ||
| Q2 25 | $481.0M | $1.6B | ||
| Q1 25 | $561.8M | $1.5B | ||
| Q4 24 | $713.3M | $1.5B | ||
| Q3 24 | $761.6M | $1.6B | ||
| Q2 24 | $922.1M | $1.2B |
总债务BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益BCCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $8.4B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $2.2B | $7.9B | ||
| Q1 25 | $2.1B | $7.8B | ||
| Q4 24 | $2.2B | $7.8B | ||
| Q3 24 | $2.1B | $7.7B | ||
| Q2 24 | $2.3B | $7.3B |
总资产BCCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.2B | $53.1B | ||
| Q3 25 | $3.4B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.5B | $45.3B | ||
| Q4 24 | $3.4B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.7B | $42.0B |
负债/权益比BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流率自由现金流/营收 | 5.3% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | $131.0M | $-114.6M | ||
| Q3 25 | $118.4M | $-2.0B | ||
| Q2 25 | $33.2M | $-557.1M | ||
| Q1 25 | $-28.5M | $1.4B | ||
| Q4 24 | $94.6M | $-1.8B | ||
| Q3 24 | $174.6M | $768.1M | ||
| Q2 24 | $141.7M | $-55.7M |
自由现金流BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | $77.0M | — | ||
| Q3 25 | $63.2M | — | ||
| Q2 25 | $-45.9M | — | ||
| Q1 25 | $-81.7M | — | ||
| Q4 24 | $759.0K | — | ||
| Q3 24 | $112.9M | — | ||
| Q2 24 | $101.9M | — |
自由现金流率BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | -2.6% | — | ||
| Q1 25 | -5.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 5.7% | — |
资本支出强度BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 2.2% | — |
现金转化率BCCRITM
| Q1 26 | — | — | ||
| Q4 25 | 15.00× | -1.35× | ||
| Q3 25 | 5.44× | -9.22× | ||
| Q2 25 | 0.54× | -1.79× | ||
| Q1 25 | -0.71× | 18.03× | ||
| Q4 24 | 1.37× | -6.04× | ||
| Q3 24 | 1.92× | 6.31× | ||
| Q2 24 | 1.26× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
