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Chewy, Inc.（CHWY）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
Chewy, Inc.的季度营收约是RPM INTERNATIONAL INC的1.6倍（$3.1B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 1.9%，领先6.5%），Chewy, Inc.同比增速更快（8.3% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $175.8M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 4.6%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
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。
CHWY vs RPM — 直观对比
营收规模更大
CHWY
是对方的1.6倍
$1.9B
营收增速更快
CHWY
高出4.8%
3.5%
净利率更高
RPM
高出6.5%
1.9%
自由现金流更多
RPM
多$120.6M
$175.8M
两年增速更快
RPM
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.9B |
| 净利润 | $59.2M | $161.2M |
| 毛利率 | 29.8% | 40.8% |
| 营业利润率 | 2.1% | 11.0% |
| 净利率 | 1.9% | 8.4% |
| 营收同比 | 8.3% | 3.5% |
| 净利润同比 | 1405.6% | -12.0% |
| 每股收益（稀释后） | $0.14 | $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CHWYRPM
| Q4 25 | $3.1B | $1.9B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $2.8B | $1.5B |
净利润CHWYRPM
| Q4 25 | $59.2M | $161.2M | ||
| Q3 25 | $62.0M | $227.6M | ||
| Q2 25 | $62.4M | $225.8M | ||
| Q1 25 | $22.8M | $52.0M | ||
| Q4 24 | $3.9M | $183.2M | ||
| Q3 24 | $299.1M | $227.7M | ||
| Q2 24 | $66.9M | $180.6M | ||
| Q1 24 | $34.3M | $61.2M |
毛利率CHWYRPM
| Q4 25 | 29.8% | 40.8% | ||
| Q3 25 | 30.4% | 42.3% | ||
| Q2 25 | 29.6% | 42.4% | ||
| Q1 25 | 28.5% | 38.4% | ||
| Q4 24 | 29.3% | 41.4% | ||
| Q3 24 | 29.5% | 42.5% | ||
| Q2 24 | 29.7% | 41.4% | ||
| Q1 24 | 28.2% | 39.9% |
营业利润率CHWYRPM
| Q4 25 | 2.1% | 11.0% | ||
| Q3 25 | 2.2% | 14.1% | ||
| Q2 25 | 2.5% | 11.9% | ||
| Q1 25 | -0.3% | 2.8% | ||
| Q4 24 | 0.9% | 11.5% | ||
| Q3 24 | 1.1% | 14.8% | ||
| Q2 24 | 2.2% | 11.9% | ||
| Q1 24 | -0.7% | 5.5% |
净利率CHWYRPM
| Q4 25 | 1.9% | 8.4% | ||
| Q3 25 | 2.0% | 10.8% | ||
| Q2 25 | 2.0% | 10.8% | ||
| Q1 25 | 0.7% | 3.5% | ||
| Q4 24 | 0.1% | 9.9% | ||
| Q3 24 | 10.5% | 11.6% | ||
| Q2 24 | 2.3% | 9.0% | ||
| Q1 24 | 1.2% | 4.0% |
每股收益（稀释后）CHWYRPM
| Q4 25 | $0.14 | $1.26 | ||
| Q3 25 | $0.14 | $1.77 | ||
| Q2 25 | $0.15 | $1.76 | ||
| Q1 25 | $0.07 | $0.40 | ||
| Q4 24 | $0.01 | $1.42 | ||
| Q3 24 | $0.68 | $1.77 | ||
| Q2 24 | $0.15 | $1.40 | ||
| Q1 24 | $0.08 | $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 | $701.5M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $469.4M | $3.1B |
| 总资产 | $3.3B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资CHWYRPM
| Q4 25 | $701.5M | $316.6M | ||
| Q3 25 | $591.8M | $297.1M | ||
| Q2 25 | $616.4M | $302.1M | ||
| Q1 25 | $596.7M | $241.9M | ||
| Q4 24 | $507.5M | $268.7M | ||
| Q3 24 | $695.0M | $231.6M | ||
| Q2 24 | $1.1B | $237.4M | ||
| Q1 24 | $1.1B | $248.9M |
总债务CHWYRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益CHWYRPM
| Q4 25 | $469.4M | $3.1B | ||
| Q3 25 | $389.9M | $3.1B | ||
| Q2 25 | $375.6M | $2.9B | ||
| Q1 25 | $261.5M | $2.7B | ||
| Q4 24 | $223.4M | $2.7B | ||
| Q3 24 | $486.7M | $2.6B | ||
| Q2 24 | $642.9M | $2.5B | ||
| Q1 24 | $510.2M | $2.3B |
总资产CHWYRPM
| Q4 25 | $3.3B | $7.9B | ||
| Q3 25 | $3.1B | $7.9B | ||
| Q2 25 | $3.1B | $7.8B | ||
| Q1 25 | $3.0B | $6.6B | ||
| Q4 24 | $3.0B | $6.7B | ||
| Q3 24 | $3.1B | $6.6B | ||
| Q2 24 | $3.2B | $6.6B | ||
| Q1 24 | $3.2B | $6.4B |
负债/权益比CHWYRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 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 | $207.9M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $296.4M |
| 自由现金流率自由现金流/营收 | 5.6% | 15.5% |
| 资本支出强度资本支出/营收 | 1.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 3.51× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流CHWYRPM
| Q4 25 | $207.9M | $345.7M | ||
| Q3 25 | $133.9M | $237.5M | ||
| Q2 25 | $86.4M | $149.2M | ||
| Q1 25 | $207.5M | $91.5M | ||
| Q4 24 | $183.5M | $279.4M | ||
| Q3 24 | $123.4M | $248.1M | ||
| Q2 24 | $81.9M | $181.2M | ||
| Q1 24 | $98.9M | $173.4M |
自由现金流CHWYRPM
| Q4 25 | $175.8M | $296.4M | ||
| Q3 25 | $105.9M | $175.0M | ||
| Q2 25 | $48.7M | $78.2M | ||
| Q1 25 | $156.6M | $33.3M | ||
| Q4 24 | $151.8M | $229.5M | ||
| Q3 24 | $91.5M | $197.3M | ||
| Q2 24 | $52.6M | $105.3M | ||
| Q1 24 | $66.5M | $124.6M |
自由现金流率CHWYRPM
| Q4 25 | 5.6% | 15.5% | ||
| Q3 25 | 3.4% | 8.3% | ||
| Q2 25 | 1.6% | 3.8% | ||
| Q1 25 | 4.8% | 2.3% | ||
| Q4 24 | 5.3% | 12.4% | ||
| Q3 24 | 3.2% | 10.0% | ||
| Q2 24 | 1.8% | 5.2% | ||
| Q1 24 | 2.3% | 8.2% |
资本支出强度CHWYRPM
| Q4 25 | 1.0% | 2.6% | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 1.2% | 3.4% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 1.1% | 2.7% | ||
| Q3 24 | 1.1% | 2.6% | ||
| Q2 24 | 1.0% | 3.8% | ||
| Q1 24 | 1.1% | 3.2% |
现金转化率CHWYRPM
| Q4 25 | 3.51× | 2.14× | ||
| Q3 25 | 2.16× | 1.04× | ||
| Q2 25 | 1.38× | 0.66× | ||
| Q1 25 | 9.10× | 1.76× | ||
| Q4 24 | 46.66× | 1.53× | ||
| Q3 24 | 0.41× | 1.09× | ||
| Q2 24 | 1.22× | 1.00× | ||
| Q1 24 | 2.89× | 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
CHWY
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% |
