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博士伦（BLCO）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是博士伦的1.9倍（$2.7B vs $1.4B），Rocket Companies, Inc.净利率更高（2.5% vs -4.1%，领先6.7%），Rocket Companies, Inc.同比增速更快（52.2% vs 9.8%），博士伦自由现金流更多（$60.0M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% vs 13.1%）
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
BLCO vs RKT — 直观对比
营收规模更大
RKT
是对方的1.9倍
$1.4B
营收增速更快
RKT
高出42.4%
9.8%
净利率更高
RKT
高出6.7%
-4.1%
自由现金流更多
BLCO
多$1.3B
$-1.3B
两年增速更快
RKT
近两年复合增速
13.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.7B |
| 净利润 | $-58.0M | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 6.3% |
| 净利率 | -4.1% | 2.5% |
| 营收同比 | 9.8% | 52.2% |
| 净利润同比 | -1833.3% | 100.8% |
| 每股收益（稀释后） | $-0.16 | $0.10 |
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BLCORKT
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.2B | $646.9M | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.1B | $1.4B |
净利润BLCORKT
| Q4 25 | $-58.0M | $68.0M | ||
| Q3 25 | $-28.0M | $-123.9M | ||
| Q2 25 | $-62.0M | $-1.8M | ||
| Q1 25 | $-212.0M | $-10.4M | ||
| Q4 24 | $-3.0M | $33.9M | ||
| Q3 24 | $4.0M | $-22.0M | ||
| Q2 24 | $-151.0M | $1.3M | ||
| Q1 24 | $-167.0M | $16.2M |
毛利率BLCORKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 47.4% | ||
| Q1 24 | — | 51.2% |
营业利润率BLCORKT
| Q4 25 | 8.0% | 6.3% | ||
| Q3 25 | 7.4% | -11.5% | ||
| Q2 25 | -0.9% | 1.8% | ||
| Q1 25 | -7.3% | -21.5% | ||
| Q4 24 | 6.8% | 38.1% | ||
| Q3 24 | 3.6% | -76.9% | ||
| Q2 24 | 2.1% | 14.8% | ||
| Q1 24 | 0.5% | 21.6% |
净利率BLCORKT
| Q4 25 | -4.1% | 2.5% | ||
| Q3 25 | -2.2% | -7.7% | ||
| Q2 25 | -4.9% | -0.1% | ||
| Q1 25 | -18.6% | -1.0% | ||
| Q4 24 | -0.2% | 1.9% | ||
| Q3 24 | 0.3% | -3.4% | ||
| Q2 24 | -12.4% | 0.1% | ||
| Q1 24 | -15.2% | 1.2% |
每股收益（稀释后）BLCORKT
| Q4 25 | $-0.16 | $0.10 | ||
| Q3 25 | $-0.08 | $-0.06 | ||
| Q2 25 | $-0.18 | $-0.01 | ||
| Q1 25 | $-0.60 | $-0.08 | ||
| Q4 24 | $-0.00 | $0.28 | ||
| Q3 24 | $0.01 | $-0.19 | ||
| Q2 24 | $-0.43 | $0.01 | ||
| Q1 24 | $-0.48 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $6.4B | $22.9B |
| 总资产 | $14.0B | $60.7B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资BLCORKT
| Q4 25 | $383.0M | $2.7B | ||
| Q3 25 | $310.0M | $5.8B | ||
| Q2 25 | $266.0M | $5.1B | ||
| Q1 25 | $202.0M | $1.4B | ||
| Q4 24 | $305.0M | $1.3B | ||
| Q3 24 | $329.0M | $1.2B | ||
| Q2 24 | $285.0M | $1.3B | ||
| Q1 24 | $315.0M | $861.4M |
总债务BLCORKT
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — | ||
| Q1 24 | $4.6B | — |
股东权益BLCORKT
| Q4 25 | $6.4B | $22.9B | ||
| Q3 25 | $6.4B | $8.9B | ||
| Q2 25 | $6.4B | $7.4B | ||
| Q1 25 | $6.4B | $8.6B | ||
| Q4 24 | $6.5B | $9.0B | ||
| Q3 24 | $6.6B | $8.4B | ||
| Q2 24 | $6.5B | $8.8B | ||
| Q1 24 | $6.7B | $8.6B |
总资产BLCORKT
| Q4 25 | $14.0B | $60.7B | ||
| Q3 25 | $13.8B | $33.6B | ||
| Q2 25 | $13.8B | $30.4B | ||
| Q1 25 | $13.4B | $25.3B | ||
| Q4 24 | $13.5B | $24.5B | ||
| Q3 24 | $13.5B | $25.1B | ||
| Q2 24 | $13.3B | $23.6B | ||
| Q1 24 | $13.3B | $22.2B |
负债/权益比BLCORKT
| 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× | — | ||
| Q1 24 | 0.69× | — |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $60.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 4.3% | -47.2% |
| 资本支出强度资本支出/营收 | 5.4% | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | $-66.0M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流BLCORKT
| Q4 25 | $136.0M | $-1.2B | ||
| Q3 25 | $137.0M | $-50.3M | ||
| Q2 25 | $35.0M | $-1.9B | ||
| Q1 25 | $-25.0M | $-797.0M | ||
| Q4 24 | $22.0M | $1.8B | ||
| Q3 24 | $154.0M | $-1.3B | ||
| Q2 24 | $15.0M | $-122.3M | ||
| Q1 24 | $41.0M | $-3.0B |
自由现金流BLCORKT
| Q4 25 | $60.0M | $-1.3B | ||
| Q3 25 | $63.0M | $-71.8M | ||
| Q2 25 | $-54.0M | $-1.9B | ||
| Q1 25 | $-135.0M | $-811.0M | ||
| Q4 24 | $-70.0M | $1.8B | ||
| Q3 24 | $94.0M | $-1.4B | ||
| Q2 24 | $-57.0M | $-138.3M | ||
| Q1 24 | $-26.0M | $-3.0B |
自由现金流率BLCORKT
| Q4 25 | 4.3% | -47.2% | ||
| Q3 25 | 4.9% | -4.5% | ||
| Q2 25 | -4.2% | -137.2% | ||
| Q1 25 | -11.9% | -78.2% | ||
| Q4 24 | -5.5% | 103.1% | ||
| Q3 24 | 7.9% | -209.6% | ||
| Q2 24 | -4.7% | -10.6% | ||
| Q1 24 | -2.4% | -218.7% |
资本支出强度BLCORKT
| Q4 25 | 5.4% | 1.5% | ||
| Q3 25 | 5.8% | 1.3% | ||
| Q2 25 | 7.0% | 1.1% | ||
| Q1 25 | 9.7% | 1.4% | ||
| Q4 24 | 7.2% | 1.1% | ||
| Q3 24 | 5.0% | 2.9% | ||
| Q2 24 | 5.9% | 1.2% | ||
| Q1 24 | 6.1% | 1.0% |
现金转化率BLCORKT
| Q4 25 | — | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | 38.50× | — | ||
| Q2 24 | — | -94.46× | ||
| Q1 24 | — | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
