vs
BOISE CASCADE Co（BCC）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是BOISE CASCADE Co的1.8倍（$2.6B vs $1.5B），维谛技术净利率更高（14.7% vs 0.6%，领先14.1%），维谛技术同比增速更快（30.1% vs -6.8%），维谛技术自由现金流更多（$652.8M vs $77.0M），过去两年维谛技术的营收复合增速更高（16.5% 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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
BCC vs VRT — 直观对比
营收规模更大
VRT
是对方的1.8倍
$1.5B
营收增速更快
VRT
高出37.0%
-6.8%
净利率更高
VRT
高出14.1%
0.6%
自由现金流更多
VRT
多$575.8M
$77.0M
两年增速更快
VRT
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.6B |
| 净利润 | $8.7M | $390.1M |
| 毛利率 | — | 37.7% |
| 营业利润率 | 1.1% | — |
| 净利率 | 0.6% | 14.7% |
| 营收同比 | -6.8% | 30.1% |
| 净利润同比 | -87.3% | 137.1% |
| 每股收益（稀释后） | $0.25 | $0.99 |
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BCCVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.7B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.7B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
净利润BCCVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $8.7M | $445.6M | ||
| Q3 25 | $21.8M | $398.5M | ||
| Q2 25 | $62.0M | $324.2M | ||
| Q1 25 | $40.3M | $164.5M | ||
| Q4 24 | $68.9M | $147.0M | ||
| Q3 24 | $91.0M | $176.6M | ||
| Q2 24 | $112.3M | $178.1M |
毛利率BCCVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 38.0% |
营业利润率BCCVRT
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 20.1% | ||
| Q3 25 | 1.9% | 19.3% | ||
| Q2 25 | 4.6% | 16.8% | ||
| Q1 25 | 3.5% | 14.3% | ||
| Q4 24 | 5.9% | 19.5% | ||
| Q3 24 | 6.8% | 17.9% | ||
| Q2 24 | 8.2% | 17.2% |
净利率BCCVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 0.6% | 15.5% | ||
| Q3 25 | 1.3% | 14.9% | ||
| Q2 25 | 3.6% | 12.3% | ||
| Q1 25 | 2.6% | 8.1% | ||
| Q4 24 | 4.4% | 6.3% | ||
| Q3 24 | 5.3% | 8.5% | ||
| Q2 24 | 6.2% | 9.1% |
每股收益（稀释后）BCCVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $0.25 | $1.14 | ||
| Q3 25 | $0.58 | $1.02 | ||
| Q2 25 | $1.64 | $0.83 | ||
| Q1 25 | $1.06 | $0.42 | ||
| Q4 24 | $1.79 | $0.38 | ||
| Q3 24 | $2.33 | $0.46 | ||
| Q2 24 | $2.84 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.1B | $4.2B |
| 总资产 | $3.2B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BCCVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $477.2M | $1.7B | ||
| Q3 25 | $511.8M | $1.4B | ||
| Q2 25 | $481.0M | $1.6B | ||
| Q1 25 | $561.8M | $1.5B | ||
| Q4 24 | $713.3M | $1.2B | ||
| Q3 24 | $761.6M | $908.7M | ||
| Q2 24 | $922.1M | $579.7M |
总债务BCCVRT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益BCCVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.1B | $3.9B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.3B | $1.5B |
总资产BCCVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $3.2B | $12.2B | ||
| Q3 25 | $3.4B | $10.8B | ||
| Q2 25 | $3.4B | $10.4B | ||
| Q1 25 | $3.5B | $9.5B | ||
| Q4 24 | $3.4B | $9.1B | ||
| Q3 24 | $3.4B | $8.9B | ||
| Q2 24 | $3.7B | $8.1B |
负债/权益比BCCVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 5.3% | 24.6% |
| 资本支出强度资本支出/营收 | 3.7% | 4.2% |
| 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 | $2.3B |
8季度趋势，按日历期对齐
经营现金流BCCVRT
| Q1 26 | — | — | ||
| Q4 25 | $131.0M | $978.9M | ||
| Q3 25 | $118.4M | $508.7M | ||
| Q2 25 | $33.2M | $322.9M | ||
| Q1 25 | $-28.5M | $303.3M | ||
| Q4 24 | $94.6M | $425.2M | ||
| Q3 24 | $174.6M | $378.2M | ||
| Q2 24 | $141.7M | $378.4M |
自由现金流BCCVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $77.0M | $885.6M | ||
| Q3 25 | $63.2M | $463.5M | ||
| Q2 25 | $-45.9M | $277.9M | ||
| Q1 25 | $-81.7M | $266.8M | ||
| Q4 24 | $759.0K | $364.5M | ||
| Q3 24 | $112.9M | $341.8M | ||
| Q2 24 | $101.9M | $344.3M |
自由现金流率BCCVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 5.3% | 30.8% | ||
| Q3 25 | 3.8% | 17.3% | ||
| Q2 25 | -2.6% | 10.5% | ||
| Q1 25 | -5.3% | 13.1% | ||
| Q4 24 | 0.0% | 15.5% | ||
| Q3 24 | 6.6% | 16.5% | ||
| Q2 24 | 5.7% | 17.6% |
资本支出强度BCCVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 3.7% | 3.2% | ||
| Q3 25 | 3.3% | 1.7% | ||
| Q2 25 | 4.5% | 1.7% | ||
| Q1 25 | 3.5% | 1.8% | ||
| Q4 24 | 6.0% | 2.6% | ||
| Q3 24 | 3.6% | 1.8% | ||
| Q2 24 | 2.2% | 1.7% |
现金转化率BCCVRT
| Q1 26 | — | — | ||
| Q4 25 | 15.00× | 2.20× | ||
| Q3 25 | 5.44× | 1.28× | ||
| Q2 25 | 0.54× | 1.00× | ||
| Q1 25 | -0.71× | 1.84× | ||
| Q4 24 | 1.37× | 2.89× | ||
| Q3 24 | 1.92× | 2.14× | ||
| Q2 24 | 1.26× | 2.12× |
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% |
VRT
暂无分部数据
