vs
Builders FirstSource（BLDR）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
Builders FirstSource的季度营收约是RPM INTERNATIONAL INC的1.8倍（$3.4B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 0.9%，领先7.5%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -12.1%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $106.7M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
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。
BLDR vs RPM — 直观对比
营收规模更大
BLDR
是对方的1.8倍
$1.9B
营收增速更快
RPM
高出15.6%
-12.1%
净利率更高
RPM
高出7.5%
0.9%
自由现金流更多
RPM
多$189.6M
$106.7M
两年增速更快
RPM
近两年复合增速
-7.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $1.9B |
| 净利润 | $31.5M | $161.2M |
| 毛利率 | 29.8% | 40.8% |
| 营业利润率 | 1.8% | 11.0% |
| 净利率 | 0.9% | 8.4% |
| 营收同比 | -12.1% | 3.5% |
| 净利润同比 | -83.5% | -12.0% |
| 每股收益（稀释后） | $0.29 | $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BLDRRPM
| Q4 25 | $3.4B | $1.9B | ||
| Q3 25 | $3.9B | $2.1B | ||
| Q2 25 | $4.2B | $2.1B | ||
| Q1 25 | $3.7B | $1.5B | ||
| Q4 24 | $3.8B | $1.8B | ||
| Q3 24 | $4.2B | $2.0B | ||
| Q2 24 | $4.5B | $2.0B | ||
| Q1 24 | $3.9B | $1.5B |
净利润BLDRRPM
| Q4 25 | $31.5M | $161.2M | ||
| Q3 25 | $122.4M | $227.6M | ||
| Q2 25 | $185.0M | $225.8M | ||
| Q1 25 | $96.3M | $52.0M | ||
| Q4 24 | $190.2M | $183.2M | ||
| Q3 24 | $284.8M | $227.7M | ||
| Q2 24 | $344.1M | $180.6M | ||
| Q1 24 | $258.8M | $61.2M |
毛利率BLDRRPM
| Q4 25 | 29.8% | 40.8% | ||
| Q3 25 | 30.4% | 42.3% | ||
| Q2 25 | 30.7% | 42.4% | ||
| Q1 25 | 30.5% | 38.4% | ||
| Q4 24 | 32.3% | 41.4% | ||
| Q3 24 | 32.8% | 42.5% | ||
| Q2 24 | 32.8% | 41.4% | ||
| Q1 24 | 33.4% | 39.9% |
营业利润率BLDRRPM
| Q4 25 | 1.8% | 11.0% | ||
| Q3 25 | 5.8% | 14.1% | ||
| Q2 25 | 7.4% | 11.9% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 8.0% | 11.5% | ||
| Q3 24 | 10.1% | 14.8% | ||
| Q2 24 | 11.0% | 11.9% | ||
| Q1 24 | 9.6% | 5.5% |
净利率BLDRRPM
| Q4 25 | 0.9% | 8.4% | ||
| Q3 25 | 3.1% | 10.8% | ||
| Q2 25 | 4.4% | 10.8% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 5.0% | 9.9% | ||
| Q3 24 | 6.7% | 11.6% | ||
| Q2 24 | 7.7% | 9.0% | ||
| Q1 24 | 6.7% | 4.0% |
每股收益（稀释后）BLDRRPM
| Q4 25 | $0.29 | $1.26 | ||
| Q3 25 | $1.10 | $1.77 | ||
| Q2 25 | $1.66 | $1.76 | ||
| Q1 25 | $0.84 | $0.40 | ||
| Q4 24 | $1.65 | $1.42 | ||
| Q3 24 | $2.44 | $1.77 | ||
| Q2 24 | $2.87 | $1.40 | ||
| Q1 24 | $2.10 | $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 | $181.8M | $316.6M |
| 总债务越低越好 | $4.4B | $2.5B |
| 股东权益账面价值 | $4.4B | $3.1B |
| 总资产 | $11.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.02× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BLDRRPM
| Q4 25 | $181.8M | $316.6M | ||
| Q3 25 | $296.2M | $297.1M | ||
| Q2 25 | $87.0M | $302.1M | ||
| Q1 25 | $115.4M | $241.9M | ||
| Q4 24 | $153.6M | $268.7M | ||
| Q3 24 | $328.1M | $231.6M | ||
| Q2 24 | $75.6M | $237.4M | ||
| Q1 24 | $697.5M | $248.9M |
总债务BLDRRPM
| Q4 25 | $4.4B | $2.5B | ||
| Q3 25 | $4.4B | $2.7B | ||
| Q2 25 | $4.7B | $2.6B | ||
| Q1 25 | $4.5B | $2.1B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.7B | $2.0B | ||
| Q2 24 | $3.8B | $2.0B | ||
| Q1 24 | $3.7B | $2.2B |
股东权益BLDRRPM
| Q4 25 | $4.4B | $3.1B | ||
| Q3 25 | $4.3B | $3.1B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.4B | $2.7B | ||
| Q4 24 | $4.3B | $2.7B | ||
| Q3 24 | $4.4B | $2.6B | ||
| Q2 24 | $4.3B | $2.5B | ||
| Q1 24 | $5.0B | $2.3B |
总资产BLDRRPM
| Q4 25 | $11.2B | $7.9B | ||
| Q3 25 | $11.4B | $7.9B | ||
| Q2 25 | $11.5B | $7.8B | ||
| Q1 25 | $11.4B | $6.6B | ||
| Q4 24 | $10.6B | $6.7B | ||
| Q3 24 | $10.9B | $6.6B | ||
| Q2 24 | $10.7B | $6.6B | ||
| Q1 24 | $11.2B | $6.4B |
负债/权益比BLDRRPM
| Q4 25 | 1.02× | 0.80× | ||
| Q3 25 | 1.03× | 0.87× | ||
| Q2 25 | 1.12× | 0.91× | ||
| Q1 25 | 1.02× | 0.78× | ||
| Q4 24 | 0.86× | 0.74× | ||
| Q3 24 | 0.83× | 0.77× | ||
| Q2 24 | 0.88× | 0.79× | ||
| Q1 24 | 0.75× | 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 | $194.8M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $106.7M | $296.4M |
| 自由现金流率自由现金流/营收 | 3.2% | 15.5% |
| 资本支出强度资本支出/营收 | 2.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 6.19× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $853.3M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BLDRRPM
| Q4 25 | $194.8M | $345.7M | ||
| Q3 25 | $547.7M | $237.5M | ||
| Q2 25 | $341.0M | $149.2M | ||
| Q1 25 | $132.3M | $91.5M | ||
| Q4 24 | $373.5M | $279.4M | ||
| Q3 24 | $730.0M | $248.1M | ||
| Q2 24 | $452.1M | $181.2M | ||
| Q1 24 | $317.2M | $173.4M |
自由现金流BLDRRPM
| Q4 25 | $106.7M | $296.4M | ||
| Q3 25 | $461.9M | $175.0M | ||
| Q2 25 | $252.3M | $78.2M | ||
| Q1 25 | $32.4M | $33.3M | ||
| Q4 24 | $273.8M | $229.5M | ||
| Q3 24 | $630.4M | $197.3M | ||
| Q2 24 | $364.0M | $105.3M | ||
| Q1 24 | $224.0M | $124.6M |
自由现金流率BLDRRPM
| Q4 25 | 3.2% | 15.5% | ||
| Q3 25 | 11.7% | 8.3% | ||
| Q2 25 | 6.0% | 3.8% | ||
| Q1 25 | 0.9% | 2.3% | ||
| Q4 24 | 7.2% | 12.4% | ||
| Q3 24 | 14.9% | 10.0% | ||
| Q2 24 | 8.2% | 5.2% | ||
| Q1 24 | 5.8% | 8.2% |
资本支出强度BLDRRPM
| Q4 25 | 2.6% | 2.6% | ||
| Q3 25 | 2.2% | 3.0% | ||
| Q2 25 | 2.1% | 3.4% | ||
| Q1 25 | 2.7% | 3.9% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | 2.4% | 2.6% | ||
| Q2 24 | 2.0% | 3.8% | ||
| Q1 24 | 2.4% | 3.2% |
现金转化率BLDRRPM
| Q4 25 | 6.19× | 2.14× | ||
| Q3 25 | 4.48× | 1.04× | ||
| Q2 25 | 1.84× | 0.66× | ||
| Q1 25 | 1.37× | 1.76× | ||
| Q4 24 | 1.96× | 1.53× | ||
| Q3 24 | 2.56× | 1.09× | ||
| Q2 24 | 1.31× | 1.00× | ||
| Q1 24 | 1.23× | 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
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
