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BOISE CASCADE Co（BCC）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.1倍（$1.5B vs $1.3B），BOISE CASCADE Co净利率更高（0.6% vs -63.1%，领先63.7%），BOISE CASCADE Co同比增速更快（-6.8% vs -25.8%），BOISE CASCADE Co自由现金流更多（$77.0M vs $-1.1B），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% 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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
BCC vs RIVN — 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
BCC
高出19.0%
-25.8%
净利率更高
BCC
高出63.7%
-63.1%
自由现金流更多
BCC
多$1.2B
$-1.1B
两年增速更快
RIVN
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 | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | 1.1% | -64.8% |
| 净利率 | 0.6% | -63.1% |
| 营收同比 | -6.8% | -25.8% |
| 净利润同比 | -87.3% | -9.0% |
| 每股收益（稀释后） | $0.25 | $-0.66 |
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BCCRIVN
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.7B | $874.0M | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润BCCRIVN
| Q4 25 | $8.7M | $-811.0M | ||
| Q3 25 | $21.8M | $-1.2B | ||
| Q2 25 | $62.0M | $-1.1B | ||
| Q1 25 | $40.3M | $-545.0M | ||
| Q4 24 | $68.9M | $-744.0M | ||
| Q3 24 | $91.0M | $-1.1B | ||
| Q2 24 | $112.3M | $-1.5B | ||
| Q1 24 | $104.1M | $-1.4B |
毛利率BCCRIVN
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -44.9% | ||
| Q2 24 | — | -38.9% | ||
| Q1 24 | — | -43.8% |
营业利润率BCCRIVN
| Q4 25 | 1.1% | -64.8% | ||
| Q3 25 | 1.9% | -63.1% | ||
| Q2 25 | 4.6% | -85.5% | ||
| Q1 25 | 3.5% | -52.8% | ||
| Q4 24 | 5.9% | -38.1% | ||
| Q3 24 | 6.8% | -133.8% | ||
| Q2 24 | 8.2% | -118.7% | ||
| Q1 24 | 8.1% | -123.3% |
净利率BCCRIVN
| Q4 25 | 0.6% | -63.1% | ||
| Q3 25 | 1.3% | -75.3% | ||
| Q2 25 | 3.6% | -85.7% | ||
| Q1 25 | 2.6% | -44.0% | ||
| Q4 24 | 4.4% | -42.9% | ||
| Q3 24 | 5.3% | -125.9% | ||
| Q2 24 | 6.2% | -125.8% | ||
| Q1 24 | 6.3% | -120.1% |
每股收益（稀释后）BCCRIVN
| Q4 25 | $0.25 | $-0.66 | ||
| Q3 25 | $0.58 | $-0.96 | ||
| Q2 25 | $1.64 | $-0.97 | ||
| Q1 25 | $1.06 | $-0.48 | ||
| Q4 24 | $1.79 | $-0.67 | ||
| Q3 24 | $2.33 | $-1.08 | ||
| Q2 24 | $2.84 | $-1.46 | ||
| Q1 24 | $2.61 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $4.6B |
| 总资产 | $3.2B | $14.9B |
| 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BCCRIVN
| Q4 25 | $477.2M | $6.1B | ||
| Q3 25 | $511.8M | $7.1B | ||
| Q2 25 | $481.0M | $7.5B | ||
| Q1 25 | $561.8M | $7.2B | ||
| Q4 24 | $713.3M | $7.7B | ||
| Q3 24 | $761.6M | $6.7B | ||
| Q2 24 | $922.1M | $7.9B | ||
| Q1 24 | $890.2M | $7.9B |
总债务BCCRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益BCCRIVN
| Q4 25 | $2.1B | $4.6B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.2B | $6.1B | ||
| Q1 25 | $2.1B | $6.2B | ||
| Q4 24 | $2.2B | $6.6B | ||
| Q3 24 | $2.1B | $5.9B | ||
| Q2 24 | $2.3B | $6.8B | ||
| Q1 24 | $2.3B | $8.1B |
总资产BCCRIVN
| Q4 25 | $3.2B | $14.9B | ||
| Q3 25 | $3.4B | $15.2B | ||
| Q2 25 | $3.4B | $15.6B | ||
| Q1 25 | $3.5B | $15.5B | ||
| Q4 24 | $3.4B | $15.4B | ||
| Q3 24 | $3.4B | $14.3B | ||
| Q2 24 | $3.7B | $15.4B | ||
| Q1 24 | $3.6B | $15.7B |
负债/权益比BCCRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $-1.1B |
| 自由现金流率自由现金流/营收 | 5.3% | -89.0% |
| 资本支出强度资本支出/营收 | 3.7% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流BCCRIVN
| Q4 25 | $131.0M | $-681.0M | ||
| Q3 25 | $118.4M | $26.0M | ||
| Q2 25 | $33.2M | $64.0M | ||
| Q1 25 | $-28.5M | $-188.0M | ||
| Q4 24 | $94.6M | $1.2B | ||
| Q3 24 | $174.6M | $-876.0M | ||
| Q2 24 | $141.7M | $-754.0M | ||
| Q1 24 | $27.5M | $-1.3B |
自由现金流BCCRIVN
| Q4 25 | $77.0M | $-1.1B | ||
| Q3 25 | $63.2M | $-421.0M | ||
| Q2 25 | $-45.9M | $-398.0M | ||
| Q1 25 | $-81.7M | $-526.0M | ||
| Q4 24 | $759.0K | $856.0M | ||
| Q3 24 | $112.9M | $-1.2B | ||
| Q2 24 | $101.9M | $-1.0B | ||
| Q1 24 | $-6.9M | $-1.5B |
自由现金流率BCCRIVN
| Q4 25 | 5.3% | -89.0% | ||
| Q3 25 | 3.8% | -27.0% | ||
| Q2 25 | -2.6% | -30.5% | ||
| Q1 25 | -5.3% | -42.4% | ||
| Q4 24 | 0.0% | 49.4% | ||
| Q3 24 | 6.6% | -131.9% | ||
| Q2 24 | 5.7% | -89.6% | ||
| Q1 24 | -0.4% | -126.5% |
资本支出强度BCCRIVN
| Q4 25 | 3.7% | 36.0% | ||
| Q3 25 | 3.3% | 28.7% | ||
| Q2 25 | 4.5% | 35.5% | ||
| Q1 25 | 3.5% | 27.3% | ||
| Q4 24 | 6.0% | 18.9% | ||
| Q3 24 | 3.6% | 31.7% | ||
| Q2 24 | 2.2% | 24.4% | ||
| Q1 24 | 2.1% | 21.1% |
现金转化率BCCRIVN
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
