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BOISE CASCADE Co（BCC）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是BOISE CASCADE Co的1.3倍（$1.9B vs $1.5B），RPM INTERNATIONAL INC净利率更高（8.4% vs 0.6%，领先7.8%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -6.8%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $77.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
BCC vs RPM — 直观对比
营收规模更大
RPM
是对方的1.3倍
$1.5B
营收增速更快
RPM
高出10.3%
-6.8%
净利率更高
RPM
高出7.8%
0.6%
自由现金流更多
RPM
多$219.3M
$77.0M
两年增速更快
RPM
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.9B |
| 净利润 | $8.7M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 1.1% | 11.0% |
| 净利率 | 0.6% | 8.4% |
| 营收同比 | -6.8% | 3.5% |
| 净利润同比 | -87.3% | -12.0% |
| 每股收益（稀释后） | $0.25 | $1.26 |
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BCCRPM
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润BCCRPM
| Q4 25 | $8.7M | $161.2M | ||
| Q3 25 | $21.8M | $227.6M | ||
| Q2 25 | $62.0M | $225.8M | ||
| Q1 25 | $40.3M | $52.0M | ||
| Q4 24 | $68.9M | $183.2M | ||
| Q3 24 | $91.0M | $227.7M | ||
| Q2 24 | $112.3M | $180.6M | ||
| Q1 24 | $104.1M | $61.2M |
毛利率BCCRPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率BCCRPM
| Q4 25 | 1.1% | 11.0% | ||
| Q3 25 | 1.9% | 14.1% | ||
| Q2 25 | 4.6% | 11.9% | ||
| Q1 25 | 3.5% | 2.8% | ||
| Q4 24 | 5.9% | 11.5% | ||
| Q3 24 | 6.8% | 14.8% | ||
| Q2 24 | 8.2% | 11.9% | ||
| Q1 24 | 8.1% | 5.5% |
净利率BCCRPM
| Q4 25 | 0.6% | 8.4% | ||
| Q3 25 | 1.3% | 10.8% | ||
| Q2 25 | 3.6% | 10.8% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 4.4% | 9.9% | ||
| Q3 24 | 5.3% | 11.6% | ||
| Q2 24 | 6.2% | 9.0% | ||
| Q1 24 | 6.3% | 4.0% |
每股收益（稀释后）BCCRPM
| Q4 25 | $0.25 | $1.26 | ||
| Q3 25 | $0.58 | $1.77 | ||
| Q2 25 | $1.64 | $1.76 | ||
| Q1 25 | $1.06 | $0.40 | ||
| Q4 24 | $1.79 | $1.42 | ||
| Q3 24 | $2.33 | $1.77 | ||
| Q2 24 | $2.84 | $1.40 | ||
| Q1 24 | $2.61 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.1B | $3.1B |
| 总资产 | $3.2B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BCCRPM
| Q4 25 | $477.2M | $316.6M | ||
| Q3 25 | $511.8M | $297.1M | ||
| Q2 25 | $481.0M | $302.1M | ||
| Q1 25 | $561.8M | $241.9M | ||
| Q4 24 | $713.3M | $268.7M | ||
| Q3 24 | $761.6M | $231.6M | ||
| Q2 24 | $922.1M | $237.4M | ||
| Q1 24 | $890.2M | $248.9M |
总债务BCCRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益BCCRPM
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.2B | $2.7B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.3B | $2.5B | ||
| Q1 24 | $2.3B | $2.3B |
总资产BCCRPM
| Q4 25 | $3.2B | $7.9B | ||
| Q3 25 | $3.4B | $7.9B | ||
| Q2 25 | $3.4B | $7.8B | ||
| Q1 25 | $3.5B | $6.6B | ||
| Q4 24 | $3.4B | $6.7B | ||
| Q3 24 | $3.4B | $6.6B | ||
| Q2 24 | $3.7B | $6.6B | ||
| Q1 24 | $3.6B | $6.4B |
负债/权益比BCCRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 5.3% | 15.5% |
| 资本支出强度资本支出/营收 | 3.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 15.00× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $12.7M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BCCRPM
| Q4 25 | $131.0M | $345.7M | ||
| Q3 25 | $118.4M | $237.5M | ||
| Q2 25 | $33.2M | $149.2M | ||
| Q1 25 | $-28.5M | $91.5M | ||
| Q4 24 | $94.6M | $279.4M | ||
| Q3 24 | $174.6M | $248.1M | ||
| Q2 24 | $141.7M | $181.2M | ||
| Q1 24 | $27.5M | $173.4M |
自由现金流BCCRPM
| Q4 25 | $77.0M | $296.4M | ||
| Q3 25 | $63.2M | $175.0M | ||
| Q2 25 | $-45.9M | $78.2M | ||
| Q1 25 | $-81.7M | $33.3M | ||
| Q4 24 | $759.0K | $229.5M | ||
| Q3 24 | $112.9M | $197.3M | ||
| Q2 24 | $101.9M | $105.3M | ||
| Q1 24 | $-6.9M | $124.6M |
自由现金流率BCCRPM
| Q4 25 | 5.3% | 15.5% | ||
| Q3 25 | 3.8% | 8.3% | ||
| Q2 25 | -2.6% | 3.8% | ||
| Q1 25 | -5.3% | 2.3% | ||
| Q4 24 | 0.0% | 12.4% | ||
| Q3 24 | 6.6% | 10.0% | ||
| Q2 24 | 5.7% | 5.2% | ||
| Q1 24 | -0.4% | 8.2% |
资本支出强度BCCRPM
| Q4 25 | 3.7% | 2.6% | ||
| Q3 25 | 3.3% | 3.0% | ||
| Q2 25 | 4.5% | 3.4% | ||
| Q1 25 | 3.5% | 3.9% | ||
| Q4 24 | 6.0% | 2.7% | ||
| Q3 24 | 3.6% | 2.6% | ||
| Q2 24 | 2.2% | 3.8% | ||
| Q1 24 | 2.1% | 3.2% |
现金转化率BCCRPM
| Q4 25 | 15.00× | 2.14× | ||
| Q3 25 | 5.44× | 1.04× | ||
| Q2 25 | 0.54× | 0.66× | ||
| Q1 25 | -0.71× | 1.76× | ||
| Q4 24 | 1.37× | 1.53× | ||
| Q3 24 | 1.92× | 1.09× | ||
| Q2 24 | 1.26× | 1.00× | ||
| Q1 24 | 0.26× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
