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BOISE CASCADE Co（BCC）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
BOISE CASCADE Co的季度营收约是瑞思迈的1.0倍（$1.5B vs $1.4B），瑞思迈净利率更高（27.6% vs 0.6%，领先27.0%），瑞思迈同比增速更快（11.0% vs -6.8%），瑞思迈自由现金流更多（$311.2M vs $77.0M），过去两年瑞思迈的营收复合增速更高（9.0% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
BCC vs RMD — 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
RMD
高出17.8%
-6.8%
净利率更高
RMD
高出27.0%
0.6%
自由现金流更多
RMD
多$234.2M
$77.0M
两年增速更快
RMD
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $8.7M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 1.1% | 34.6% |
| 净利率 | 0.6% | 27.6% |
| 营收同比 | -6.8% | 11.0% |
| 净利润同比 | -87.3% | 13.9% |
| 每股收益（稀释后） | $0.25 | $2.68 |
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BCCRMD
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润BCCRMD
| Q4 25 | $8.7M | $392.6M | ||
| Q3 25 | $21.8M | $348.5M | ||
| Q2 25 | $62.0M | $379.7M | ||
| Q1 25 | $40.3M | $365.0M | ||
| Q4 24 | $68.9M | $344.6M | ||
| Q3 24 | $91.0M | $311.4M | ||
| Q2 24 | $112.3M | $292.2M | ||
| Q1 24 | $104.1M | $300.5M |
毛利率BCCRMD
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% | ||
| Q1 24 | — | 57.9% |
营业利润率BCCRMD
| Q4 25 | 1.1% | 34.6% | ||
| Q3 25 | 1.9% | 33.4% | ||
| Q2 25 | 4.6% | 33.7% | ||
| Q1 25 | 3.5% | 33.0% | ||
| Q4 24 | 5.9% | 32.5% | ||
| Q3 24 | 6.8% | 31.6% | ||
| Q2 24 | 8.2% | 31.2% | ||
| Q1 24 | 8.1% | 31.3% |
净利率BCCRMD
| Q4 25 | 0.6% | 27.6% | ||
| Q3 25 | 1.3% | 26.1% | ||
| Q2 25 | 3.6% | 28.2% | ||
| Q1 25 | 2.6% | 28.3% | ||
| Q4 24 | 4.4% | 26.9% | ||
| Q3 24 | 5.3% | 25.4% | ||
| Q2 24 | 6.2% | 23.9% | ||
| Q1 24 | 6.3% | 25.1% |
每股收益（稀释后）BCCRMD
| Q4 25 | $0.25 | $2.68 | ||
| Q3 25 | $0.58 | $2.37 | ||
| Q2 25 | $1.64 | $2.58 | ||
| Q1 25 | $1.06 | $2.48 | ||
| Q4 24 | $1.79 | $2.34 | ||
| Q3 24 | $2.33 | $2.11 | ||
| Q2 24 | $2.84 | $1.97 | ||
| Q1 24 | $2.61 | $2.04 |
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 | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $2.1B | $6.3B |
| 总资产 | $3.2B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资BCCRMD
| Q4 25 | $477.2M | $1.4B | ||
| Q3 25 | $511.8M | $1.4B | ||
| Q2 25 | $481.0M | $1.2B | ||
| Q1 25 | $561.8M | $932.7M | ||
| Q4 24 | $713.3M | $521.9M | ||
| Q3 24 | $761.6M | $426.4M | ||
| Q2 24 | $922.1M | $238.4M | ||
| Q1 24 | $890.2M | $237.9M |
总债务BCCRMD
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M | ||
| Q1 24 | — | $997.0M |
股东权益BCCRMD
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $2.1B | $6.1B | ||
| Q2 25 | $2.2B | $6.0B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $2.2B | $5.3B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.3B | $4.9B | ||
| Q1 24 | $2.3B | $4.6B |
总资产BCCRMD
| Q4 25 | $3.2B | $8.5B | ||
| Q3 25 | $3.4B | $8.3B | ||
| Q2 25 | $3.4B | $8.2B | ||
| Q1 25 | $3.5B | $7.6B | ||
| Q4 24 | $3.4B | $7.1B | ||
| Q3 24 | $3.4B | $7.2B | ||
| Q2 24 | $3.7B | $6.9B | ||
| Q1 24 | $3.6B | $6.8B |
负债/权益比BCCRMD
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.22× |
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 | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $311.2M |
| 自由现金流率自由现金流/营收 | 5.3% | 21.9% |
| 资本支出强度资本支出/营收 | 3.7% | 2.0% |
| 现金转化率经营现金流/净利润 | 15.00× | 0.87× |
| 过去12个月自由现金流最近4个季度 | $12.7M | $1.8B |
8季度趋势，按日历期对齐
经营现金流BCCRMD
| Q4 25 | $131.0M | $339.7M | ||
| Q3 25 | $118.4M | $457.3M | ||
| Q2 25 | $33.2M | $538.8M | ||
| Q1 25 | $-28.5M | $578.7M | ||
| Q4 24 | $94.6M | $308.6M | ||
| Q3 24 | $174.6M | $325.5M | ||
| Q2 24 | $141.7M | $440.1M | ||
| Q1 24 | $27.5M | $402.0M |
自由现金流BCCRMD
| Q4 25 | $77.0M | $311.2M | ||
| Q3 25 | $63.2M | $414.4M | ||
| Q2 25 | $-45.9M | $508.2M | ||
| Q1 25 | $-81.7M | $557.9M | ||
| Q4 24 | $759.0K | $288.0M | ||
| Q3 24 | $112.9M | $307.7M | ||
| Q2 24 | $101.9M | $415.2M | ||
| Q1 24 | $-6.9M | $380.8M |
自由现金流率BCCRMD
| Q4 25 | 5.3% | 21.9% | ||
| Q3 25 | 3.8% | 31.0% | ||
| Q2 25 | -2.6% | 37.7% | ||
| Q1 25 | -5.3% | 43.2% | ||
| Q4 24 | 0.0% | 22.5% | ||
| Q3 24 | 6.6% | 25.1% | ||
| Q2 24 | 5.7% | 33.9% | ||
| Q1 24 | -0.4% | 31.8% |
资本支出强度BCCRMD
| Q4 25 | 3.7% | 2.0% | ||
| Q3 25 | 3.3% | 3.2% | ||
| Q2 25 | 4.5% | 2.3% | ||
| Q1 25 | 3.5% | 1.6% | ||
| Q4 24 | 6.0% | 1.6% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 2.2% | 2.0% | ||
| Q1 24 | 2.1% | 1.8% |
现金转化率BCCRMD
| Q4 25 | 15.00× | 0.87× | ||
| Q3 25 | 5.44× | 1.31× | ||
| Q2 25 | 0.54× | 1.42× | ||
| Q1 25 | -0.71× | 1.59× | ||
| Q4 24 | 1.37× | 0.90× | ||
| Q3 24 | 1.92× | 1.05× | ||
| Q2 24 | 1.26× | 1.51× | ||
| Q1 24 | 0.26× | 1.34× |
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% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
