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BOISE CASCADE Co（BCC）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是BOISE CASCADE Co的1.0倍（$1.5B vs $1.5B），BOISE CASCADE Co净利率更高（0.6% vs -3.1%，领先3.7%），BOISE CASCADE Co同比增速更快（-6.8% vs -11.9%），BOISE CASCADE Co自由现金流更多（$77.0M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
BCC vs RXO — 直观对比
营收规模更大
RXO
是对方的1.0倍
$1.5B
营收增速更快
BCC
高出5.0%
-11.9%
净利率更高
BCC
高出3.7%
-3.1%
自由现金流更多
BCC
多$86.0M
$-9.0M
两年增速更快
RXO
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.5B |
| 净利润 | $8.7M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.1% | -2.9% |
| 净利率 | 0.6% | -3.1% |
| 营收同比 | -6.8% | -11.9% |
| 净利润同比 | -87.3% | -84.0% |
| 每股收益（稀释后） | $0.25 | $-0.28 |
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BCCRXO
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.8B | $930.0M | ||
| Q1 24 | $1.6B | $913.0M |
净利润BCCRXO
| Q4 25 | $8.7M | $-46.0M | ||
| Q3 25 | $21.8M | $-14.0M | ||
| Q2 25 | $62.0M | $-9.0M | ||
| Q1 25 | $40.3M | $-31.0M | ||
| Q4 24 | $68.9M | $-25.0M | ||
| Q3 24 | $91.0M | $-243.0M | ||
| Q2 24 | $112.3M | $-7.0M | ||
| Q1 24 | $104.1M | $-15.0M |
营业利润率BCCRXO
| Q4 25 | 1.1% | -2.9% | ||
| Q3 25 | 1.9% | -0.5% | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.5% | -2.1% | ||
| Q4 24 | 5.9% | -1.4% | ||
| Q3 24 | 6.8% | -1.9% | ||
| Q2 24 | 8.2% | — | ||
| Q1 24 | 8.1% | -1.3% |
净利率BCCRXO
| Q4 25 | 0.6% | -3.1% | ||
| Q3 25 | 1.3% | -1.0% | ||
| Q2 25 | 3.6% | -0.6% | ||
| Q1 25 | 2.6% | -2.2% | ||
| Q4 24 | 4.4% | -1.5% | ||
| Q3 24 | 5.3% | -23.4% | ||
| Q2 24 | 6.2% | -0.8% | ||
| Q1 24 | 6.3% | -1.6% |
每股收益（稀释后）BCCRXO
| Q4 25 | $0.25 | $-0.28 | ||
| Q3 25 | $0.58 | $-0.08 | ||
| Q2 25 | $1.64 | $-0.05 | ||
| Q1 25 | $1.06 | $-0.18 | ||
| Q4 24 | $1.79 | $-0.17 | ||
| Q3 24 | $2.33 | $-1.81 | ||
| Q2 24 | $2.84 | $-0.06 | ||
| Q1 24 | $2.61 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $2.1B | $1.5B |
| 总资产 | $3.2B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资BCCRXO
| Q4 25 | $477.2M | $17.0M | ||
| Q3 25 | $511.8M | $25.0M | ||
| Q2 25 | $481.0M | $18.0M | ||
| Q1 25 | $561.8M | $16.0M | ||
| Q4 24 | $713.3M | $35.0M | ||
| Q3 24 | $761.6M | $55.0M | ||
| Q2 24 | $922.1M | $7.0M | ||
| Q1 24 | $890.2M | $7.0M |
总债务BCCRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益BCCRXO
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.2B | $1.6B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.3B | $579.0M | ||
| Q1 24 | $2.3B | $582.0M |
总资产BCCRXO
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.5B | $3.3B | ||
| Q4 24 | $3.4B | $3.4B | ||
| Q3 24 | $3.4B | $3.4B | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.6B | $1.8B |
负债/权益比BCCRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $77.0M | $-9.0M |
| 自由现金流率自由现金流/营收 | 5.3% | -0.6% |
| 资本支出强度资本支出/营收 | 3.7% | 1.1% |
| 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 | $-8.0M |
8季度趋势，按日历期对齐
经营现金流BCCRXO
| Q4 25 | $131.0M | $7.0M | ||
| Q3 25 | $118.4M | $23.0M | ||
| Q2 25 | $33.2M | $23.0M | ||
| Q1 25 | $-28.5M | $-2.0M | ||
| Q4 24 | $94.6M | $-7.0M | ||
| Q3 24 | $174.6M | $-7.0M | ||
| Q2 24 | $141.7M | $-5.0M | ||
| Q1 24 | $27.5M | $7.0M |
自由现金流BCCRXO
| Q4 25 | $77.0M | $-9.0M | ||
| Q3 25 | $63.2M | $9.0M | ||
| Q2 25 | $-45.9M | $9.0M | ||
| Q1 25 | $-81.7M | $-17.0M | ||
| Q4 24 | $759.0K | $-19.0M | ||
| Q3 24 | $112.9M | $-18.0M | ||
| Q2 24 | $101.9M | $-16.0M | ||
| Q1 24 | $-6.9M | $-4.0M |
自由现金流率BCCRXO
| Q4 25 | 5.3% | -0.6% | ||
| Q3 25 | 3.8% | 0.6% | ||
| Q2 25 | -2.6% | 0.6% | ||
| Q1 25 | -5.3% | -1.2% | ||
| Q4 24 | 0.0% | -1.1% | ||
| Q3 24 | 6.6% | -1.7% | ||
| Q2 24 | 5.7% | -1.7% | ||
| Q1 24 | -0.4% | -0.4% |
资本支出强度BCCRXO
| Q4 25 | 3.7% | 1.1% | ||
| Q3 25 | 3.3% | 1.0% | ||
| Q2 25 | 4.5% | 1.0% | ||
| Q1 25 | 3.5% | 1.0% | ||
| Q4 24 | 6.0% | 0.7% | ||
| Q3 24 | 3.6% | 1.1% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | 2.1% | 1.2% |
现金转化率BCCRXO
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
