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渤健(BIIB)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
渤健的季度营收约是RPM INTERNATIONAL INC的1.3倍($2.5B vs $1.9B),渤健净利率更高(12.9% vs 8.4%,领先4.5%),RPM INTERNATIONAL INC同比增速更快(3.5% vs 2.0%),渤健自由现金流更多($594.3M vs $296.4M),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs 0.3%)
渤健是总部位于美国马萨诸塞州剑桥市的跨国生物技术企业,专注于神经系统疾病治疗领域。公司核心产品包括用于多发性硬化症的特菲达、万立能等多款药物,以及治疗脊髓性肌萎缩症的诺西那生钠、治疗弗里德赖希共济失调的Skyclarys,致力于为神经疾病和罕见病患者提供创新疗法。
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。
BIIB vs RPM — 直观对比
营收规模更大
BIIB
是对方的1.3倍
$1.9B
营收增速更快
RPM
高出1.5%
2.0%
净利率更高
BIIB
高出4.5%
8.4%
自由现金流更多
BIIB
多$297.9M
$296.4M
两年增速更快
RPM
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.5B | $1.9B |
| 净利润 | $319.5M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 12.9% | 8.4% |
| 营收同比 | 2.0% | 3.5% |
| 净利润同比 | 32.8% | -12.0% |
| 每股收益(稀释后) | $2.15 | $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
BIIB
RPM
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | $1.9B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.5B | $2.0B |
净利润
BIIB
RPM
| Q1 26 | $319.5M | — | ||
| Q4 25 | $-48.9M | $161.2M | ||
| Q3 25 | $466.5M | $227.6M | ||
| Q2 25 | $634.8M | $225.8M | ||
| Q1 25 | $240.5M | $52.0M | ||
| Q4 24 | $266.7M | $183.2M | ||
| Q3 24 | $388.5M | $227.7M | ||
| Q2 24 | $583.6M | $180.6M |
毛利率
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | 78.3% | 40.8% | ||
| Q3 25 | 73.4% | 42.3% | ||
| Q2 25 | 77.1% | 42.4% | ||
| Q1 25 | 74.1% | 38.4% | ||
| Q4 24 | 76.2% | 41.4% | ||
| Q3 24 | 74.1% | 42.5% | ||
| Q2 24 | 77.8% | 41.4% |
营业利润率
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 11.0% | ||
| Q3 25 | 22.0% | 14.1% | ||
| Q2 25 | 28.1% | 11.9% | ||
| Q1 25 | 12.8% | 2.8% | ||
| Q4 24 | 11.9% | 11.5% | ||
| Q3 24 | 18.3% | 14.8% | ||
| Q2 24 | 28.3% | 11.9% |
净利率
BIIB
RPM
| Q1 26 | 12.9% | — | ||
| Q4 25 | -2.1% | 8.4% | ||
| Q3 25 | 18.4% | 10.8% | ||
| Q2 25 | 24.0% | 10.8% | ||
| Q1 25 | 9.9% | 3.5% | ||
| Q4 24 | 10.9% | 9.9% | ||
| Q3 24 | 15.8% | 11.6% | ||
| Q2 24 | 23.7% | 9.0% |
每股收益(稀释后)
BIIB
RPM
| Q1 26 | $2.15 | — | ||
| Q4 25 | $-0.35 | $1.26 | ||
| Q3 25 | $3.17 | $1.77 | ||
| Q2 25 | $4.33 | $1.76 | ||
| Q1 25 | $1.64 | $0.40 | ||
| Q4 24 | $1.82 | $1.42 | ||
| Q3 24 | $2.66 | $1.77 | ||
| Q2 24 | $4.00 | $1.40 |
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 | $3.4B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $18.7B | $3.1B |
| 总资产 | $29.5B | $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
BIIB
RPM
| Q1 26 | $3.4B | — | ||
| Q4 25 | — | $316.6M | ||
| Q3 25 | — | $297.1M | ||
| Q2 25 | — | $302.1M | ||
| Q1 25 | — | $241.9M | ||
| Q4 24 | — | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $237.4M |
总债务
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.5B | ||
| Q3 25 | $6.3B | $2.7B | ||
| Q2 25 | $6.3B | $2.6B | ||
| Q1 25 | $4.5B | $2.1B | ||
| Q4 24 | $6.3B | $2.0B | ||
| Q3 24 | $4.5B | $2.0B | ||
| Q2 24 | $6.3B | $2.0B |
股东权益
BIIB
RPM
| Q1 26 | $18.7B | — | ||
| Q4 25 | $18.3B | $3.1B | ||
| Q3 25 | $18.2B | $3.1B | ||
| Q2 25 | $17.6B | $2.9B | ||
| Q1 25 | $17.0B | $2.7B | ||
| Q4 24 | $16.7B | $2.7B | ||
| Q3 24 | $16.4B | $2.6B | ||
| Q2 24 | $15.9B | $2.5B |
总资产
BIIB
RPM
| Q1 26 | $29.5B | — | ||
| Q4 25 | $29.4B | $7.9B | ||
| Q3 25 | $29.2B | $7.9B | ||
| Q2 25 | $28.3B | $7.8B | ||
| Q1 25 | $28.0B | $6.6B | ||
| Q4 24 | $28.0B | $6.7B | ||
| Q3 24 | $28.3B | $6.6B | ||
| Q2 24 | $26.8B | $6.6B |
负债/权益比
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | 0.34× | 0.80× | ||
| Q3 25 | 0.35× | 0.87× | ||
| Q2 25 | 0.36× | 0.91× | ||
| Q1 25 | 0.27× | 0.78× | ||
| Q4 24 | 0.38× | 0.74× | ||
| Q3 24 | 0.28× | 0.77× | ||
| Q2 24 | 0.40× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $594.3M | $296.4M |
| 自由现金流率自由现金流/营收 | 24.0% | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $2.4B | $582.9M |
8季度趋势,按日历期对齐
经营现金流
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | $511.9M | $345.7M | ||
| Q3 25 | $1.3B | $237.5M | ||
| Q2 25 | $160.9M | $149.2M | ||
| Q1 25 | $259.3M | $91.5M | ||
| Q4 24 | $760.9M | $279.4M | ||
| Q3 24 | $935.6M | $248.1M | ||
| Q2 24 | $625.8M | $181.2M |
自由现金流
BIIB
RPM
| Q1 26 | $594.3M | — | ||
| Q4 25 | $468.0M | $296.4M | ||
| Q3 25 | $1.2B | $175.0M | ||
| Q2 25 | $134.3M | $78.2M | ||
| Q1 25 | $222.2M | $33.3M | ||
| Q4 24 | $721.6M | $229.5M | ||
| Q3 24 | $900.6M | $197.3M | ||
| Q2 24 | $592.3M | $105.3M |
自由现金流率
BIIB
RPM
| Q1 26 | 24.0% | — | ||
| Q4 25 | 20.5% | 15.5% | ||
| Q3 25 | 48.4% | 8.3% | ||
| Q2 25 | 5.1% | 3.8% | ||
| Q1 25 | 9.1% | 2.3% | ||
| Q4 24 | 29.4% | 12.4% | ||
| Q3 24 | 36.5% | 10.0% | ||
| Q2 24 | 24.0% | 5.2% |
资本支出强度
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 2.6% | ||
| Q3 25 | 1.8% | 3.0% | ||
| Q2 25 | 1.0% | 3.4% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 1.6% | 2.7% | ||
| Q3 24 | 1.4% | 2.6% | ||
| Q2 24 | 1.4% | 3.8% |
现金转化率
BIIB
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | 2.73× | 1.04× | ||
| Q2 25 | 0.25× | 0.66× | ||
| Q1 25 | 1.08× | 1.76× | ||
| Q4 24 | 2.85× | 1.53× | ||
| Q3 24 | 2.41× | 1.09× | ||
| Q2 24 | 1.07× | 1.00× |
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
BIIB
| Product revenue, net | $1.8B | 71% |
| Royalty revenue on sales of OCREVUS | $317.2M | 13% |
| Contract manufacturing, royalty and other revenue | $246.9M | 10% |
| Biogen's share of pre-tax profits in the U.S. for RITUXAN, GAZYVA and LUNSUMIO | $94.7M | 4% |
| Alzheimer's collaboration Revenue | $59.5M | 2% |
| Other revenue from anti-CD20 therapeutic programs | $7.2M | 0% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |