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博士伦（BLCO）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
RPM INTERNATIONAL INC的季度营收约是博士伦的1.4倍（$1.9B vs $1.4B），RPM INTERNATIONAL INC净利率更高（8.4% vs -4.1%，领先12.6%），博士伦同比增速更快（9.8% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $60.0M），过去两年博士伦的营收复合增速更高（13.1% vs 12.0%）
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。
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。
BLCO vs RPM — 直观对比
营收规模更大
RPM
是对方的1.4倍
$1.4B
营收增速更快
BLCO
高出6.3%
3.5%
净利率更高
RPM
高出12.6%
-4.1%
自由现金流更多
RPM
多$236.4M
$60.0M
两年增速更快
BLCO
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $-58.0M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 8.0% | 11.0% |
| 净利率 | -4.1% | 8.4% |
| 营收同比 | 9.8% | 3.5% |
| 净利润同比 | -1833.3% | -12.0% |
| 每股收益（稀释后） | $-0.16 | $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BLCORPM
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.1B | $1.5B |
净利润BLCORPM
| Q4 25 | $-58.0M | $161.2M | ||
| Q3 25 | $-28.0M | $227.6M | ||
| Q2 25 | $-62.0M | $225.8M | ||
| Q1 25 | $-212.0M | $52.0M | ||
| Q4 24 | $-3.0M | $183.2M | ||
| Q3 24 | $4.0M | $227.7M | ||
| Q2 24 | $-151.0M | $180.6M | ||
| Q1 24 | $-167.0M | $61.2M |
毛利率BLCORPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率BLCORPM
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 7.4% | 14.1% | ||
| Q2 25 | -0.9% | 11.9% | ||
| Q1 25 | -7.3% | 2.8% | ||
| Q4 24 | 6.8% | 11.5% | ||
| Q3 24 | 3.6% | 14.8% | ||
| Q2 24 | 2.1% | 11.9% | ||
| Q1 24 | 0.5% | 5.5% |
净利率BLCORPM
| Q4 25 | -4.1% | 8.4% | ||
| Q3 25 | -2.2% | 10.8% | ||
| Q2 25 | -4.9% | 10.8% | ||
| Q1 25 | -18.6% | 3.5% | ||
| Q4 24 | -0.2% | 9.9% | ||
| Q3 24 | 0.3% | 11.6% | ||
| Q2 24 | -12.4% | 9.0% | ||
| Q1 24 | -15.2% | 4.0% |
每股收益（稀释后）BLCORPM
| Q4 25 | $-0.16 | $1.26 | ||
| Q3 25 | $-0.08 | $1.77 | ||
| Q2 25 | $-0.18 | $1.76 | ||
| Q1 25 | $-0.60 | $0.40 | ||
| Q4 24 | $-0.00 | $1.42 | ||
| Q3 24 | $0.01 | $1.77 | ||
| Q2 24 | $-0.43 | $1.40 | ||
| Q1 24 | $-0.48 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $5.0B | $2.5B |
| 股东权益账面价值 | $6.4B | $3.1B |
| 总资产 | $14.0B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.78× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BLCORPM
| Q4 25 | $383.0M | $316.6M | ||
| Q3 25 | $310.0M | $297.1M | ||
| Q2 25 | $266.0M | $302.1M | ||
| Q1 25 | $202.0M | $241.9M | ||
| Q4 24 | $305.0M | $268.7M | ||
| Q3 24 | $329.0M | $231.6M | ||
| Q2 24 | $285.0M | $237.4M | ||
| Q1 24 | $315.0M | $248.9M |
总债务BLCORPM
| Q4 25 | $5.0B | $2.5B | ||
| Q3 25 | $5.0B | $2.7B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $4.8B | $2.1B | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $4.6B | $2.0B | ||
| Q2 24 | $4.6B | $2.0B | ||
| Q1 24 | $4.6B | $2.2B |
股东权益BLCORPM
| Q4 25 | $6.4B | $3.1B | ||
| Q3 25 | $6.4B | $3.1B | ||
| Q2 25 | $6.4B | $2.9B | ||
| Q1 25 | $6.4B | $2.7B | ||
| Q4 24 | $6.5B | $2.7B | ||
| Q3 24 | $6.6B | $2.6B | ||
| Q2 24 | $6.5B | $2.5B | ||
| Q1 24 | $6.7B | $2.3B |
总资产BLCORPM
| Q4 25 | $14.0B | $7.9B | ||
| Q3 25 | $13.8B | $7.9B | ||
| Q2 25 | $13.8B | $7.8B | ||
| Q1 25 | $13.4B | $6.6B | ||
| Q4 24 | $13.5B | $6.7B | ||
| Q3 24 | $13.5B | $6.6B | ||
| Q2 24 | $13.3B | $6.6B | ||
| Q1 24 | $13.3B | $6.4B |
负债/权益比BLCORPM
| Q4 25 | 0.78× | 0.80× | ||
| Q3 25 | 0.77× | 0.87× | ||
| Q2 25 | 0.77× | 0.91× | ||
| Q1 25 | 0.76× | 0.78× | ||
| Q4 24 | 0.74× | 0.74× | ||
| Q3 24 | 0.70× | 0.77× | ||
| Q2 24 | 0.71× | 0.79× | ||
| Q1 24 | 0.69× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $60.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 4.3% | 15.5% |
| 资本支出强度资本支出/营收 | 5.4% | 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 | $-66.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BLCORPM
| Q4 25 | $136.0M | $345.7M | ||
| Q3 25 | $137.0M | $237.5M | ||
| Q2 25 | $35.0M | $149.2M | ||
| Q1 25 | $-25.0M | $91.5M | ||
| Q4 24 | $22.0M | $279.4M | ||
| Q3 24 | $154.0M | $248.1M | ||
| Q2 24 | $15.0M | $181.2M | ||
| Q1 24 | $41.0M | $173.4M |
自由现金流BLCORPM
| Q4 25 | $60.0M | $296.4M | ||
| Q3 25 | $63.0M | $175.0M | ||
| Q2 25 | $-54.0M | $78.2M | ||
| Q1 25 | $-135.0M | $33.3M | ||
| Q4 24 | $-70.0M | $229.5M | ||
| Q3 24 | $94.0M | $197.3M | ||
| Q2 24 | $-57.0M | $105.3M | ||
| Q1 24 | $-26.0M | $124.6M |
自由现金流率BLCORPM
| Q4 25 | 4.3% | 15.5% | ||
| Q3 25 | 4.9% | 8.3% | ||
| Q2 25 | -4.2% | 3.8% | ||
| Q1 25 | -11.9% | 2.3% | ||
| Q4 24 | -5.5% | 12.4% | ||
| Q3 24 | 7.9% | 10.0% | ||
| Q2 24 | -4.7% | 5.2% | ||
| Q1 24 | -2.4% | 8.2% |
资本支出强度BLCORPM
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 5.8% | 3.0% | ||
| Q2 25 | 7.0% | 3.4% | ||
| Q1 25 | 9.7% | 3.9% | ||
| Q4 24 | 7.2% | 2.7% | ||
| Q3 24 | 5.0% | 2.6% | ||
| Q2 24 | 5.9% | 3.8% | ||
| Q1 24 | 6.1% | 3.2% |
现金转化率BLCORPM
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 38.50× | 1.09× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
