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博士伦（BLCO）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是博士伦的1.4倍（$1.9B vs $1.4B），Masco净利率更高（11.9% vs -4.1%，领先16.0%），博士伦同比增速更快（9.8% vs 6.5%），过去两年博士伦的营收复合增速更高（13.1% vs -4.2%）
博士伦是知名眼健康产品企业，总部位于加拿大安大略省沃恩市，是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立，曾是美国历史最悠久的持续运营企业之一，2013年被整体收购。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BLCO vs MAS — 直观对比
营收规模更大
MAS
是对方的1.4倍
$1.4B
营收增速更快
BLCO
高出3.3%
6.5%
净利率更高
MAS
高出16.0%
-4.1%
两年增速更快
BLCO
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $-58.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 8.0% | 16.5% |
| 净利率 | -4.1% | 11.9% |
| 营收同比 | 9.8% | 6.5% |
| 净利润同比 | -1833.3% | 14.5% |
| 每股收益（稀释后） | $-0.16 | — |
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BLCOMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.1B |
净利润BLCOMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $-58.0M | $165.0M | ||
| Q3 25 | $-28.0M | $189.0M | ||
| Q2 25 | $-62.0M | $270.0M | ||
| Q1 25 | $-212.0M | $186.0M | ||
| Q4 24 | $-3.0M | $182.0M | ||
| Q3 24 | $4.0M | $167.0M | ||
| Q2 24 | $-151.0M | $258.0M |
毛利率BLCOMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率BLCOMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 8.0% | 13.8% | ||
| Q3 25 | 7.4% | 15.8% | ||
| Q2 25 | -0.9% | 20.1% | ||
| Q1 25 | -7.3% | 15.9% | ||
| Q4 24 | 6.8% | 15.9% | ||
| Q3 24 | 3.6% | 18.0% | ||
| Q2 24 | 2.1% | 19.0% |
净利率BLCOMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | -4.1% | 9.2% | ||
| Q3 25 | -2.2% | 9.9% | ||
| Q2 25 | -4.9% | 13.2% | ||
| Q1 25 | -18.6% | 10.3% | ||
| Q4 24 | -0.2% | 10.0% | ||
| Q3 24 | 0.3% | 8.4% | ||
| Q2 24 | -12.4% | 12.3% |
每股收益（稀释后）BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | $-0.16 | $0.81 | ||
| Q3 25 | $-0.08 | $0.90 | ||
| Q2 25 | $-0.18 | $1.28 | ||
| Q1 25 | $-0.60 | $0.87 | ||
| Q4 24 | $-0.00 | $0.85 | ||
| Q3 24 | $0.01 | $0.77 | ||
| Q2 24 | $-0.43 | $1.17 |
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 | $383.0M | — |
| 总债务越低越好 | $5.0B | $2.9B |
| 股东权益账面价值 | $6.4B | $27.0M |
| 总资产 | $14.0B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.78× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | $383.0M | $647.0M | ||
| Q3 25 | $310.0M | $559.0M | ||
| Q2 25 | $266.0M | $390.0M | ||
| Q1 25 | $202.0M | $377.0M | ||
| Q4 24 | $305.0M | $634.0M | ||
| Q3 24 | $329.0M | $646.0M | ||
| Q2 24 | $285.0M | $398.0M |
总债务BLCOMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $5.0B | $2.9B | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.8B | $2.9B | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益BLCOMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $6.4B | $-185.0M | ||
| Q3 25 | $6.4B | $-78.0M | ||
| Q2 25 | $6.4B | $-84.0M | ||
| Q1 25 | $6.4B | $-254.0M | ||
| Q4 24 | $6.5B | $-279.0M | ||
| Q3 24 | $6.6B | $-88.0M | ||
| Q2 24 | $6.5B | $-26.0M |
总资产BLCOMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $14.0B | $5.2B | ||
| Q3 25 | $13.8B | $5.3B | ||
| Q2 25 | $13.8B | $5.3B | ||
| Q1 25 | $13.4B | $5.1B | ||
| Q4 24 | $13.5B | $5.0B | ||
| Q3 24 | $13.5B | $5.3B | ||
| Q2 24 | $13.3B | $5.4B |
负债/权益比BLCOMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.76× | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $136.0M | — |
| 自由现金流经营现金流 - 资本支出 | $60.0M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 5.4% | 1.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-66.0M | — |
8季度趋势，按日历期对齐
经营现金流BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $418.0M | ||
| Q3 25 | $137.0M | $456.0M | ||
| Q2 25 | $35.0M | $306.0M | ||
| Q1 25 | $-25.0M | $-158.0M | ||
| Q4 24 | $22.0M | $407.0M | ||
| Q3 24 | $154.0M | $416.0M | ||
| Q2 24 | $15.0M | $346.0M |
自由现金流BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | $60.0M | $371.0M | ||
| Q3 25 | $63.0M | $415.0M | ||
| Q2 25 | $-54.0M | $270.0M | ||
| Q1 25 | $-135.0M | $-190.0M | ||
| Q4 24 | $-70.0M | $351.0M | ||
| Q3 24 | $94.0M | $378.0M | ||
| Q2 24 | $-57.0M | $303.0M |
自由现金流率BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | 20.7% | ||
| Q3 25 | 4.9% | 21.6% | ||
| Q2 25 | -4.2% | 13.2% | ||
| Q1 25 | -11.9% | -10.5% | ||
| Q4 24 | -5.5% | 19.2% | ||
| Q3 24 | 7.9% | 19.1% | ||
| Q2 24 | -4.7% | 14.5% |
资本支出强度BLCOMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 5.8% | 2.1% | ||
| Q2 25 | 7.0% | 1.8% | ||
| Q1 25 | 9.7% | 1.8% | ||
| Q4 24 | 7.2% | 3.1% | ||
| Q3 24 | 5.0% | 1.9% | ||
| Q2 24 | 5.9% | 2.1% |
现金转化率BLCOMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 38.50× | 2.49× | ||
| Q2 24 | — | 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
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
MAS
暂无分部数据
