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Chefs' Warehouse, Inc.（CHEF）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Chefs' Warehouse, Inc.的1.8倍（$1.9B vs $1.1B），RPM INTERNATIONAL INC净利率更高（8.4% vs 1.6%，领先6.8%），Chefs' Warehouse, Inc.同比增速更快（11.4% vs 3.5%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 5.3%）
Chefs' Warehouse, Inc. 是一家北美专业食品分销商，服务对象包括独立餐厅、高端餐饮场所、酒店、餐饮服务商等食品服务运营商，供应超15万种精选产品，涵盖手工食材、特色肉类、海鲜、乳制品、进口高端美食等，适配专业厨师的使用需求。
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。
CHEF vs RPM — 直观对比
营收规模更大
RPM
是对方的1.8倍
$1.1B
营收增速更快
CHEF
高出7.9%
3.5%
净利率更高
RPM
高出6.8%
1.6%
两年增速更快
RPM
近两年复合增速
5.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $17.4M | $161.2M |
| 毛利率 | 24.3% | 40.8% |
| 营业利润率 | 3.1% | 11.0% |
| 净利率 | 1.6% | 8.4% |
| 营收同比 | 11.4% | 3.5% |
| 净利润同比 | 68.8% | -12.0% |
| 每股收益（稀释后） | $0.40 | $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CHEFRPM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $950.7M | $1.5B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $931.5M | $2.0B | ||
| Q2 24 | $954.7M | $2.0B |
净利润CHEFRPM
| Q1 26 | $17.4M | — | ||
| Q4 25 | $21.7M | $161.2M | ||
| Q3 25 | $19.1M | $227.6M | ||
| Q2 25 | $21.2M | $225.8M | ||
| Q1 25 | $10.3M | $52.0M | ||
| Q4 24 | $23.9M | $183.2M | ||
| Q3 24 | $14.1M | $227.7M | ||
| Q2 24 | $15.5M | $180.6M |
毛利率CHEFRPM
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | 40.8% | ||
| Q3 25 | 24.2% | 42.3% | ||
| Q2 25 | 24.6% | 42.4% | ||
| Q1 25 | 23.8% | 38.4% | ||
| Q4 24 | 24.3% | 41.4% | ||
| Q3 24 | 24.1% | 42.5% | ||
| Q2 24 | 24.0% | 41.4% |
营业利润率CHEFRPM
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 11.0% | ||
| Q3 25 | 3.8% | 14.1% | ||
| Q2 25 | 3.9% | 11.9% | ||
| Q1 25 | 2.4% | 2.8% | ||
| Q4 24 | 4.5% | 11.5% | ||
| Q3 24 | 3.4% | 14.8% | ||
| Q2 24 | 3.5% | 11.9% |
净利率CHEFRPM
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.9% | 8.4% | ||
| Q3 25 | 1.9% | 10.8% | ||
| Q2 25 | 2.1% | 10.8% | ||
| Q1 25 | 1.1% | 3.5% | ||
| Q4 24 | 2.3% | 9.9% | ||
| Q3 24 | 1.5% | 11.6% | ||
| Q2 24 | 1.6% | 9.0% |
每股收益（稀释后）CHEFRPM
| Q1 26 | $0.40 | — | ||
| Q4 25 | $0.50 | $1.26 | ||
| Q3 25 | $0.44 | $1.77 | ||
| Q2 25 | $0.49 | $1.76 | ||
| Q1 25 | $0.25 | $0.40 | ||
| Q4 24 | $0.56 | $1.42 | ||
| Q3 24 | $0.34 | $1.77 | ||
| Q2 24 | $0.37 | $1.40 |
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 | $122.7M | $316.6M |
| 总债务越低越好 | $750.4M | $2.5B |
| 股东权益账面价值 | $608.6M | $3.1B |
| 总资产 | $2.0B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.23× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资CHEFRPM
| Q1 26 | $122.7M | — | ||
| Q4 25 | $121.0M | $316.6M | ||
| Q3 25 | $65.1M | $297.1M | ||
| Q2 25 | $96.9M | $302.1M | ||
| Q1 25 | $116.5M | $241.9M | ||
| Q4 24 | $114.7M | $268.7M | ||
| Q3 24 | $50.7M | $231.6M | ||
| Q2 24 | $38.3M | $237.4M |
总债务CHEFRPM
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | $2.5B | ||
| Q3 25 | $711.7M | $2.7B | ||
| Q2 25 | $690.2M | $2.6B | ||
| Q1 25 | $681.1M | $2.1B | ||
| Q4 24 | $688.7M | $2.0B | ||
| Q3 24 | $666.6M | $2.0B | ||
| Q2 24 | $660.8M | $2.0B |
股东权益CHEFRPM
| Q1 26 | $608.6M | — | ||
| Q4 25 | $604.3M | $3.1B | ||
| Q3 25 | $576.6M | $3.1B | ||
| Q2 25 | $557.7M | $2.9B | ||
| Q1 25 | $541.6M | $2.7B | ||
| Q4 24 | $537.6M | $2.7B | ||
| Q3 24 | $480.3M | $2.6B | ||
| Q2 24 | $461.9M | $2.5B |
总资产CHEFRPM
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $7.9B | ||
| Q3 25 | $1.9B | $7.9B | ||
| Q2 25 | $1.9B | $7.8B | ||
| Q1 25 | $1.8B | $6.6B | ||
| Q4 24 | $1.9B | $6.7B | ||
| Q3 24 | $1.8B | $6.6B | ||
| Q2 24 | $1.7B | $6.6B |
负债/权益比CHEFRPM
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | 0.80× | ||
| Q3 25 | 1.23× | 0.87× | ||
| Q2 25 | 1.24× | 0.91× | ||
| Q1 25 | 1.26× | 0.78× | ||
| Q4 24 | 1.28× | 0.74× | ||
| Q3 24 | 1.39× | 0.77× | ||
| Q2 24 | 1.43× | 0.79× |
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 | $38.3M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 0.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.20× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流CHEFRPM
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $345.7M | ||
| Q3 25 | $-8.7M | $237.5M | ||
| Q2 25 | $14.5M | $149.2M | ||
| Q1 25 | $49.6M | $91.5M | ||
| Q4 24 | $73.0M | $279.4M | ||
| Q3 24 | $19.8M | $248.1M | ||
| Q2 24 | $29.3M | $181.2M |
自由现金流CHEFRPM
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | $296.4M | ||
| Q3 25 | $-19.7M | $175.0M | ||
| Q2 25 | $4.5M | $78.2M | ||
| Q1 25 | $37.2M | $33.3M | ||
| Q4 24 | $64.6M | $229.5M | ||
| Q3 24 | $11.8M | $197.3M | ||
| Q2 24 | $13.3M | $105.3M |
自由现金流率CHEFRPM
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 15.5% | ||
| Q3 25 | -1.9% | 8.3% | ||
| Q2 25 | 0.4% | 3.8% | ||
| Q1 25 | 3.9% | 2.3% | ||
| Q4 24 | 6.3% | 12.4% | ||
| Q3 24 | 1.3% | 10.0% | ||
| Q2 24 | 1.4% | 5.2% |
资本支出强度CHEFRPM
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | 2.6% | ||
| Q3 25 | 1.1% | 3.0% | ||
| Q2 25 | 1.0% | 3.4% | ||
| Q1 25 | 1.3% | 3.9% | ||
| Q4 24 | 0.8% | 2.7% | ||
| Q3 24 | 0.9% | 2.6% | ||
| Q2 24 | 1.7% | 3.8% |
现金转化率CHEFRPM
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 2.14× | ||
| Q3 25 | -0.46× | 1.04× | ||
| Q2 25 | 0.68× | 0.66× | ||
| Q1 25 | 4.82× | 1.76× | ||
| Q4 24 | 3.05× | 1.53× | ||
| Q3 24 | 1.41× | 1.09× | ||
| Q2 24 | 1.89× | 1.00× |
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
CHEF
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
