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Builders FirstSource（BLDR）与CRA INTERNATIONAL, INC.（CRAI）财务数据对比。点击上方公司名可切换其他公司
Builders FirstSource的季度营收约是CRA INTERNATIONAL, INC.的17.0倍（$3.4B vs $197.0M），CRA INTERNATIONAL, INC.净利率更高（6.7% vs 0.9%，领先5.8%），CRA INTERNATIONAL, INC.同比增速更快（281.6% vs -12.1%），过去两年CRA INTERNATIONAL, INC.的营收复合增速更高（7.1% vs -7.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
CRA International是一家全球性咨询企业，总部位于美国波士顿，核心业务涵盖专家证言、诉讼支持、战略咨询与商业分析等领域，服务对象包括律师事务所、各类企业、会计师事务所以及政府部门。
BLDR vs CRAI — 直观对比
营收规模更大
BLDR
是对方的17.0倍
$197.0M
营收增速更快
CRAI
高出293.7%
-12.1%
净利率更高
CRAI
高出5.8%
0.9%
两年增速更快
CRAI
近两年复合增速
-7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $197.0M |
| 净利润 | $31.5M | $13.2M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 1.8% | 10.5% |
| 净利率 | 0.9% | 6.7% |
| 营收同比 | -12.1% | 281.6% |
| 净利润同比 | -83.5% | -71.7% |
| 每股收益（稀释后） | $0.29 | $1.99 |
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BLDRCRAI
| Q4 25 | $3.4B | $197.0M | ||
| Q3 25 | $3.9B | $185.9M | ||
| Q2 25 | $4.2B | $186.9M | ||
| Q1 25 | $3.7B | $181.9M | ||
| Q4 24 | $3.8B | $176.4M | ||
| Q3 24 | $4.2B | $167.7M | ||
| Q2 24 | $4.5B | $171.4M | ||
| Q1 24 | $3.9B | $171.8M |
净利润BLDRCRAI
| Q4 25 | $31.5M | $13.2M | ||
| Q3 25 | $122.4M | $11.5M | ||
| Q2 25 | $185.0M | $12.1M | ||
| Q1 25 | $96.3M | $18.0M | ||
| Q4 24 | $190.2M | $15.0M | ||
| Q3 24 | $284.8M | $11.4M | ||
| Q2 24 | $344.1M | $6.5M | ||
| Q1 24 | $258.8M | $13.7M |
毛利率BLDRCRAI
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 32.8% | — | ||
| Q1 24 | 33.4% | — |
营业利润率BLDRCRAI
| Q4 25 | 1.8% | 10.5% | ||
| Q3 25 | 5.8% | 9.3% | ||
| Q2 25 | 7.4% | 10.6% | ||
| Q1 25 | 5.0% | 14.0% | ||
| Q4 24 | 8.0% | 12.2% | ||
| Q3 24 | 10.1% | 11.0% | ||
| Q2 24 | 11.0% | 6.6% | ||
| Q1 24 | 9.6% | 11.4% |
净利率BLDRCRAI
| Q4 25 | 0.9% | 6.7% | ||
| Q3 25 | 3.1% | 6.2% | ||
| Q2 25 | 4.4% | 6.5% | ||
| Q1 25 | 2.6% | 9.9% | ||
| Q4 24 | 5.0% | 8.5% | ||
| Q3 24 | 6.7% | 6.8% | ||
| Q2 24 | 7.7% | 3.8% | ||
| Q1 24 | 6.7% | 8.0% |
每股收益（稀释后）BLDRCRAI
| Q4 25 | $0.29 | $1.99 | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.66 | — | ||
| Q1 25 | $0.84 | — | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.87 | — | ||
| Q1 24 | $2.10 | — |
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 | $181.8M | $18.2M |
| 总债务越低越好 | $4.4B | — |
| 股东权益账面价值 | $4.4B | $213.6M |
| 总资产 | $11.2B | $628.9M |
| 负债/权益比越低杠杆越低 | 1.02× | — |
8季度趋势，按日历期对齐
现金及短期投资BLDRCRAI
| Q4 25 | $181.8M | $18.2M | ||
| Q3 25 | $296.2M | $22.5M | ||
| Q2 25 | $87.0M | $19.4M | ||
| Q1 25 | $115.4M | $25.6M | ||
| Q4 24 | $153.6M | $26.7M | ||
| Q3 24 | $328.1M | $24.5M | ||
| Q2 24 | $75.6M | $24.6M | ||
| Q1 24 | $697.5M | $37.1M |
总债务BLDRCRAI
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.7B | — |
股东权益BLDRCRAI
| Q4 25 | $4.4B | $213.6M | ||
| Q3 25 | $4.3B | $201.7M | ||
| Q2 25 | $4.2B | $197.0M | ||
| Q1 25 | $4.4B | $227.3M | ||
| Q4 24 | $4.3B | $212.1M | ||
| Q3 24 | $4.4B | $204.5M | ||
| Q2 24 | $4.3B | $191.7M | ||
| Q1 24 | $5.0B | $211.8M |
总资产BLDRCRAI
| Q4 25 | $11.2B | $628.9M | ||
| Q3 25 | $11.4B | $629.0M | ||
| Q2 25 | $11.5B | $606.8M | ||
| Q1 25 | $11.4B | $590.4M | ||
| Q4 24 | $10.6B | $571.4M | ||
| Q3 24 | $10.9B | $582.3M | ||
| Q2 24 | $10.7B | $546.0M | ||
| Q1 24 | $11.2B | $552.5M |
负债/权益比BLDRCRAI
| Q4 25 | 1.02× | — | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.75× | — |
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 | $194.8M | $22.4M |
| 自由现金流经营现金流 - 资本支出 | $106.7M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 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 | 6.19× | 1.70× |
| 过去12个月自由现金流最近4个季度 | $853.3M | — |
8季度趋势，按日历期对齐
经营现金流BLDRCRAI
| Q4 25 | $194.8M | $22.4M | ||
| Q3 25 | $547.7M | $36.5M | ||
| Q2 25 | $341.0M | $5.9M | ||
| Q1 25 | $132.3M | $-80.0M | ||
| Q4 24 | $373.5M | $79.4M | ||
| Q3 24 | $730.0M | $31.6M | ||
| Q2 24 | $452.1M | $1.8M | ||
| Q1 24 | $317.2M | $-63.1M |
自由现金流BLDRCRAI
| Q4 25 | $106.7M | — | ||
| Q3 25 | $461.9M | $35.9M | ||
| Q2 25 | $252.3M | $4.7M | ||
| Q1 25 | $32.4M | $-81.0M | ||
| Q4 24 | $273.8M | $68.8M | ||
| Q3 24 | $630.4M | $28.6M | ||
| Q2 24 | $364.0M | $-509.0K | ||
| Q1 24 | $224.0M | $-63.8M |
自由现金流率BLDRCRAI
| Q4 25 | 3.2% | — | ||
| Q3 25 | 11.7% | 19.3% | ||
| Q2 25 | 6.0% | 2.5% | ||
| Q1 25 | 0.9% | -44.5% | ||
| Q4 24 | 7.2% | 39.0% | ||
| Q3 24 | 14.9% | 17.0% | ||
| Q2 24 | 8.2% | -0.3% | ||
| Q1 24 | 5.8% | -37.1% |
资本支出强度BLDRCRAI
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.2% | 0.3% | ||
| Q2 25 | 2.1% | 0.6% | ||
| Q1 25 | 2.7% | 0.5% | ||
| Q4 24 | 2.6% | 6.0% | ||
| Q3 24 | 2.4% | 1.8% | ||
| Q2 24 | 2.0% | 1.4% | ||
| Q1 24 | 2.4% | 0.4% |
现金转化率BLDRCRAI
| Q4 25 | 6.19× | 1.70× | ||
| Q3 25 | 4.48× | 3.19× | ||
| Q2 25 | 1.84× | 0.48× | ||
| Q1 25 | 1.37× | -4.44× | ||
| Q4 24 | 1.96× | 5.30× | ||
| Q3 24 | 2.56× | 2.76× | ||
| Q2 24 | 1.31× | 0.28× | ||
| Q1 24 | 1.23× | -4.61× |
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
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
CRAI
暂无分部数据
