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Builders FirstSource（BLDR）与Navios Maritime Partners L.P.（NMM）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Navios Maritime Partners L.P.的10.3倍（$3.4B vs $327.6M）。Navios Maritime Partners L.P.净利率更高（21.4% vs 0.9%，领先20.4%）。Navios Maritime Partners L.P.同比增速更快（-4.3% vs -12.1%）
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。
Navios Maritime Partners L.P.是一家跨国垂直整合的海运及物流企业，核心业务涵盖铁矿石、煤炭、粮食等干散货大宗商品的运输与中转，在全球海运供应链领域具备成熟的运营能力与资源布局。
BLDR vs NMM — 直观对比
营收规模更大
BLDR
是对方的10.3倍
$327.6M
营收增速更快
NMM
高出7.8%
-12.1%
净利率更高
NMM
高出20.4%
0.9%
损益表 — Q4 2025 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $327.6M |
| 净利润 | $31.5M | $69.9M |
| 毛利率 | 29.8% | 90.5% |
| 营业利润率 | 1.8% | — |
| 净利率 | 0.9% | 21.4% |
| 营收同比 | -12.1% | -4.3% |
| 净利润同比 | -83.5% | -31.1% |
| 每股收益（稀释后） | $0.29 | — |
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BLDRNMM
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $4.2B | $327.6M | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.5B | $342.2M | ||
| Q1 24 | $3.9B | — |
净利润BLDRNMM
| Q4 25 | $31.5M | — | ||
| Q3 25 | $122.4M | — | ||
| Q2 25 | $185.0M | $69.9M | ||
| Q1 25 | $96.3M | — | ||
| Q4 24 | $190.2M | — | ||
| Q3 24 | $284.8M | — | ||
| Q2 24 | $344.1M | $101.5M | ||
| Q1 24 | $258.8M | — |
毛利率BLDRNMM
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.7% | 90.5% | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 32.8% | 88.3% | ||
| Q1 24 | 33.4% | — |
营业利润率BLDRNMM
| Q4 25 | 1.8% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 9.6% | — |
净利率BLDRNMM
| Q4 25 | 0.9% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 4.4% | 21.4% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 7.7% | 29.7% | ||
| Q1 24 | 6.7% | — |
每股收益（稀释后）BLDRNMM
| Q4 25 | $0.29 | — | ||
| 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 | $377.0M |
| 总债务越低越好 | $4.4B | $2.0B |
| 股东权益账面价值 | $4.4B | — |
| 总资产 | $11.2B | $5.9B |
| 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BLDRNMM
| Q4 25 | $181.8M | — | ||
| Q3 25 | $296.2M | — | ||
| Q2 25 | $87.0M | $377.0M | ||
| Q1 25 | $115.4M | — | ||
| Q4 24 | $153.6M | — | ||
| Q3 24 | $328.1M | — | ||
| Q2 24 | $75.6M | $272.0M | ||
| Q1 24 | $697.5M | — |
总债务BLDRNMM
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | $2.0B | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | $1.4B | ||
| Q1 24 | $3.7B | — |
股东权益BLDRNMM
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $5.0B | — |
总资产BLDRNMM
| Q4 25 | $11.2B | — | ||
| Q3 25 | $11.4B | — | ||
| Q2 25 | $11.5B | $5.9B | ||
| Q1 25 | $11.4B | — | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $10.9B | — | ||
| Q2 24 | $10.7B | $5.3B | ||
| Q1 24 | $11.2B | — |
负债/权益比BLDRNMM
| 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 | — |
| 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× | — |
| 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BLDRNMM
| Q4 25 | $194.8M | — | ||
| Q3 25 | $547.7M | — | ||
| Q2 25 | $341.0M | — | ||
| Q1 25 | $132.3M | — | ||
| Q4 24 | $373.5M | — | ||
| Q3 24 | $730.0M | — | ||
| Q2 24 | $452.1M | — | ||
| Q1 24 | $317.2M | — |
自由现金流BLDRNMM
| Q4 25 | $106.7M | — | ||
| Q3 25 | $461.9M | — | ||
| Q2 25 | $252.3M | — | ||
| Q1 25 | $32.4M | — | ||
| Q4 24 | $273.8M | — | ||
| Q3 24 | $630.4M | — | ||
| Q2 24 | $364.0M | — | ||
| Q1 24 | $224.0M | — |
自由现金流率BLDRNMM
| Q4 25 | 3.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 14.9% | — | ||
| Q2 24 | 8.2% | — | ||
| Q1 24 | 5.8% | — |
资本支出强度BLDRNMM
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.4% | — |
现金转化率BLDRNMM
| Q4 25 | 6.19× | — | ||
| Q3 25 | 4.48× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 2.56× | — | ||
| Q2 24 | 1.31× | — | ||
| Q1 24 | 1.23× | — |
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% |
NMM
暂无分部数据
