vs
Builders FirstSource（BLDR）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Builders FirstSource的1.2倍（$4.2B vs $3.4B），Raymond James Financial净利率更高（13.5% vs 0.9%，领先12.5%），Raymond James Financial同比增速更快（3.5% vs -12.1%），Builders FirstSource自由现金流更多（$106.7M vs $-56.0M），过去两年Raymond James Financial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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
BLDR vs RJF — 直观对比
营收规模更大
RJF
是对方的1.2倍
$3.4B
营收增速更快
RJF
高出15.6%
-12.1%
净利率更高
RJF
高出12.5%
0.9%
自由现金流更多
BLDR
多$162.7M
$-56.0M
两年增速更快
RJF
近两年复合增速
-7.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $4.2B |
| 净利润 | $31.5M | $563.0M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 1.8% | — |
| 净利率 | 0.9% | 13.5% |
| 营收同比 | -12.1% | 3.5% |
| 净利润同比 | -83.5% | -6.2% |
| 每股收益（稀释后） | $0.29 | $2.79 |
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BLDRRJF
| Q4 25 | $3.4B | $4.2B | ||
| Q3 25 | $3.9B | $4.2B | ||
| Q2 25 | $4.2B | $3.8B | ||
| Q1 25 | $3.7B | $3.8B | ||
| Q4 24 | $3.8B | $4.0B | ||
| Q3 24 | $4.2B | $4.0B | ||
| Q2 24 | $4.5B | $3.8B | ||
| Q1 24 | $3.9B | $3.6B |
净利润BLDRRJF
| Q4 25 | $31.5M | $563.0M | ||
| Q3 25 | $122.4M | $604.0M | ||
| Q2 25 | $185.0M | $436.0M | ||
| Q1 25 | $96.3M | $495.0M | ||
| Q4 24 | $190.2M | $600.0M | ||
| Q3 24 | $284.8M | $602.0M | ||
| Q2 24 | $344.1M | $492.0M | ||
| Q1 24 | $258.8M | $476.0M |
毛利率BLDRRJF
| 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BLDRRJF
| Q4 25 | 1.8% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.4% | 14.7% | ||
| Q1 25 | 5.0% | 17.5% | ||
| Q4 24 | 8.0% | 18.6% | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 11.0% | 17.1% | ||
| Q1 24 | 9.6% | 16.7% |
净利率BLDRRJF
| Q4 25 | 0.9% | 13.5% | ||
| Q3 25 | 3.1% | 14.4% | ||
| Q2 25 | 4.4% | 11.3% | ||
| Q1 25 | 2.6% | 12.9% | ||
| Q4 24 | 5.0% | 14.9% | ||
| Q3 24 | 6.7% | 15.0% | ||
| Q2 24 | 7.7% | 13.1% | ||
| Q1 24 | 6.7% | 13.1% |
每股收益（稀释后）BLDRRJF
| Q4 25 | $0.29 | $2.79 | ||
| Q3 25 | $1.10 | $2.96 | ||
| Q2 25 | $1.66 | $2.12 | ||
| Q1 25 | $0.84 | $2.36 | ||
| Q4 24 | $1.65 | $2.86 | ||
| Q3 24 | $2.44 | $2.85 | ||
| Q2 24 | $2.87 | $2.31 | ||
| Q1 24 | $2.10 | $2.22 |
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 | $9.9B |
| 总债务越低越好 | $4.4B | — |
| 股东权益账面价值 | $4.4B | $12.6B |
| 总资产 | $11.2B | $88.8B |
| 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BLDRRJF
| Q4 25 | $181.8M | $9.9B | ||
| Q3 25 | $296.2M | $11.4B | ||
| Q2 25 | $87.0M | $9.2B | ||
| Q1 25 | $115.4M | $9.7B | ||
| Q4 24 | $153.6M | $10.0B | ||
| Q3 24 | $328.1M | $11.0B | ||
| Q2 24 | $75.6M | $9.1B | ||
| Q1 24 | $697.5M | $10.0B |
总债务BLDRRJF
| 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BLDRRJF
| Q4 25 | $4.4B | $12.6B | ||
| Q3 25 | $4.3B | $12.5B | ||
| Q2 25 | $4.2B | $12.3B | ||
| Q1 25 | $4.4B | $12.2B | ||
| Q4 24 | $4.3B | $11.9B | ||
| Q3 24 | $4.4B | $11.7B | ||
| Q2 24 | $4.3B | $11.2B | ||
| Q1 24 | $5.0B | $11.0B |
总资产BLDRRJF
| Q4 25 | $11.2B | $88.8B | ||
| Q3 25 | $11.4B | $88.2B | ||
| Q2 25 | $11.5B | $84.8B | ||
| Q1 25 | $11.4B | $83.1B | ||
| Q4 24 | $10.6B | $82.3B | ||
| Q3 24 | $10.9B | $83.0B | ||
| Q2 24 | $10.7B | $80.6B | ||
| Q1 24 | $11.2B | $81.2B |
负债/权益比BLDRRJF
| 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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $106.7M | $-56.0M |
| 自由现金流率自由现金流/营收 | 3.2% | -1.3% |
| 资本支出强度资本支出/营收 | 2.6% | 1.1% |
| 现金转化率经营现金流/净利润 | 6.19× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $853.3M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BLDRRJF
| Q4 25 | $194.8M | $-10.0M | ||
| Q3 25 | $547.7M | $796.0M | ||
| Q2 25 | $341.0M | $691.0M | ||
| Q1 25 | $132.3M | $117.0M | ||
| Q4 24 | $373.5M | $830.0M | ||
| Q3 24 | $730.0M | $510.0M | ||
| Q2 24 | $452.1M | $711.0M | ||
| Q1 24 | $317.2M | $391.0M |
自由现金流BLDRRJF
| Q4 25 | $106.7M | $-56.0M | ||
| Q3 25 | $461.9M | $752.0M | ||
| Q2 25 | $252.3M | $634.0M | ||
| Q1 25 | $32.4M | $71.0M | ||
| Q4 24 | $273.8M | $789.0M | ||
| Q3 24 | $630.4M | $460.0M | ||
| Q2 24 | $364.0M | $655.0M | ||
| Q1 24 | $224.0M | $342.0M |
自由现金流率BLDRRJF
| Q4 25 | 3.2% | -1.3% | ||
| Q3 25 | 11.7% | 17.9% | ||
| Q2 25 | 6.0% | 16.5% | ||
| Q1 25 | 0.9% | 1.8% | ||
| Q4 24 | 7.2% | 19.6% | ||
| Q3 24 | 14.9% | 11.5% | ||
| Q2 24 | 8.2% | 17.4% | ||
| Q1 24 | 5.8% | 9.4% |
资本支出强度BLDRRJF
| Q4 25 | 2.6% | 1.1% | ||
| Q3 25 | 2.2% | 1.1% | ||
| Q2 25 | 2.1% | 1.5% | ||
| Q1 25 | 2.7% | 1.2% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 2.4% | 1.2% | ||
| Q2 24 | 2.0% | 1.5% | ||
| Q1 24 | 2.4% | 1.3% |
现金转化率BLDRRJF
| Q4 25 | 6.19× | -0.02× | ||
| Q3 25 | 4.48× | 1.32× | ||
| Q2 25 | 1.84× | 1.58× | ||
| Q1 25 | 1.37× | 0.24× | ||
| Q4 24 | 1.96× | 1.38× | ||
| Q3 24 | 2.56× | 0.85× | ||
| Q2 24 | 1.31× | 1.45× | ||
| Q1 24 | 1.23× | 0.82× |
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% |
RJF
暂无分部数据
