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COHERENT CORP.（COHR）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COHERENT CORP.的1.1倍（$1.9B vs $1.7B），COHERENT CORP.净利率更高（8.7% vs 8.4%，领先0.3%），COHERENT CORP.同比增速更快（17.5% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-95.7M），过去两年COHERENT CORP.的营收复合增速更高（18.1% vs 12.0%）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
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。
COHR vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.7B
营收增速更快
COHR
高出14.0%
3.5%
净利率更高
COHR
高出0.3%
8.4%
自由现金流更多
RPM
多$392.1M
$-95.7M
两年增速更快
COHR
近两年复合增速
12.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $146.7M | $161.2M |
| 毛利率 | 36.9% | 40.8% |
| 营业利润率 | 10.0% | 11.0% |
| 净利率 | 8.7% | 8.4% |
| 营收同比 | 17.5% | 3.5% |
| 净利润同比 | 41.9% | -12.0% |
| 每股收益（稀释后） | $0.76 | $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COHRRPM
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.2B | $1.5B |
净利润COHRRPM
| Q4 25 | $146.7M | $161.2M | ||
| Q3 25 | $226.3M | $227.6M | ||
| Q2 25 | $-95.6M | $225.8M | ||
| Q1 25 | $15.7M | $52.0M | ||
| Q4 24 | $103.4M | $183.2M | ||
| Q3 24 | $25.9M | $227.7M | ||
| Q2 24 | $-48.4M | $180.6M | ||
| Q1 24 | $-13.2M | $61.2M |
毛利率COHRRPM
| Q4 25 | 36.9% | 40.8% | ||
| Q3 25 | 36.6% | 42.3% | ||
| Q2 25 | 35.7% | 42.4% | ||
| Q1 25 | 35.2% | 38.4% | ||
| Q4 24 | 35.5% | 41.4% | ||
| Q3 24 | 34.1% | 42.5% | ||
| Q2 24 | 32.9% | 41.4% | ||
| Q1 24 | 30.3% | 39.9% |
营业利润率COHRRPM
| Q4 25 | 10.0% | 11.0% | ||
| Q3 25 | 13.7% | 14.1% | ||
| Q2 25 | -4.1% | 11.9% | ||
| Q1 25 | 0.7% | 2.8% | ||
| Q4 24 | 9.0% | 11.5% | ||
| Q3 24 | 1.4% | 14.8% | ||
| Q2 24 | 4.8% | 11.9% | ||
| Q1 24 | 1.8% | 5.5% |
净利率COHRRPM
| Q4 25 | 8.7% | 8.4% | ||
| Q3 25 | 14.3% | 10.8% | ||
| Q2 25 | -6.3% | 10.8% | ||
| Q1 25 | 1.0% | 3.5% | ||
| Q4 24 | 7.2% | 9.9% | ||
| Q3 24 | 1.9% | 11.6% | ||
| Q2 24 | -3.7% | 9.0% | ||
| Q1 24 | -1.1% | 4.0% |
每股收益（稀释后）COHRRPM
| Q4 25 | $0.76 | $1.26 | ||
| Q3 25 | $1.19 | $1.77 | ||
| Q2 25 | $-0.81 | $1.76 | ||
| Q1 25 | $-0.11 | $0.40 | ||
| Q4 24 | $0.44 | $1.42 | ||
| Q3 24 | $-0.04 | $1.77 | ||
| Q2 24 | $-0.52 | $1.40 | ||
| Q1 24 | $-0.29 | $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 | $863.7M | $316.6M |
| 总债务越低越好 | $3.4B | $2.5B |
| 股东权益账面价值 | $8.5B | $3.1B |
| 总资产 | $15.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资COHRRPM
| Q4 25 | $863.7M | $316.6M | ||
| Q3 25 | $852.8M | $297.1M | ||
| Q2 25 | $909.2M | $302.1M | ||
| Q1 25 | $890.3M | $241.9M | ||
| Q4 24 | $917.8M | $268.7M | ||
| Q3 24 | $1.0B | $231.6M | ||
| Q2 24 | $926.0M | $237.4M | ||
| Q1 24 | $898.6M | $248.9M |
总债务COHRRPM
| Q4 25 | $3.4B | $2.5B | ||
| Q3 25 | $3.3B | $2.7B | ||
| Q2 25 | $3.7B | $2.6B | ||
| Q1 25 | $3.7B | $2.1B | ||
| Q4 24 | $3.9B | $2.0B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $4.1B | $2.0B | ||
| Q1 24 | $4.2B | $2.2B |
股东权益COHRRPM
| Q4 25 | $8.5B | $3.1B | ||
| Q3 25 | $5.8B | $3.1B | ||
| Q2 25 | $5.6B | $2.9B | ||
| Q1 25 | $5.4B | $2.7B | ||
| Q4 24 | $5.2B | $2.7B | ||
| Q3 24 | $5.5B | $2.6B | ||
| Q2 24 | $5.2B | $2.5B | ||
| Q1 24 | $5.3B | $2.3B |
总资产COHRRPM
| Q4 25 | $15.1B | $7.9B | ||
| Q3 25 | $14.7B | $7.9B | ||
| Q2 25 | $14.9B | $7.8B | ||
| Q1 25 | $14.4B | $6.6B | ||
| Q4 24 | $14.2B | $6.7B | ||
| Q3 24 | $14.7B | $6.6B | ||
| Q2 24 | $14.5B | $6.6B | ||
| Q1 24 | $14.5B | $6.4B |
负债/权益比COHRRPM
| Q4 25 | 0.39× | 0.80× | ||
| Q3 25 | 0.57× | 0.87× | ||
| Q2 25 | 0.65× | 0.91× | ||
| Q1 25 | 0.70× | 0.78× | ||
| Q4 24 | 0.75× | 0.74× | ||
| Q3 24 | 0.73× | 0.77× | ||
| Q2 24 | 0.79× | 0.79× | ||
| Q1 24 | 0.78× | 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 | $57.9M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | $296.4M |
| 自由现金流率自由现金流/营收 | -5.7% | 15.5% |
| 资本支出强度资本支出/营收 | 9.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.39× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $-103.6M | $582.9M |
8季度趋势，按日历期对齐
经营现金流COHRRPM
| Q4 25 | $57.9M | $345.7M | ||
| Q3 25 | $46.0M | $237.5M | ||
| Q2 25 | $130.3M | $149.2M | ||
| Q1 25 | $163.0M | $91.5M | ||
| Q4 24 | $187.4M | $279.4M | ||
| Q3 24 | $153.0M | $248.1M | ||
| Q2 24 | $162.3M | $181.2M | ||
| Q1 24 | $117.4M | $173.4M |
自由现金流COHRRPM
| Q4 25 | $-95.7M | $296.4M | ||
| Q3 25 | $-58.0M | $175.0M | ||
| Q2 25 | $-1.1M | $78.2M | ||
| Q1 25 | $51.1M | $33.3M | ||
| Q4 24 | $81.7M | $229.5M | ||
| Q3 24 | $61.0M | $197.3M | ||
| Q2 24 | $62.4M | $105.3M | ||
| Q1 24 | $24.2M | $124.6M |
自由现金流率COHRRPM
| Q4 25 | -5.7% | 15.5% | ||
| Q3 25 | -3.7% | 8.3% | ||
| Q2 25 | -0.1% | 3.8% | ||
| Q1 25 | 3.4% | 2.3% | ||
| Q4 24 | 5.7% | 12.4% | ||
| Q3 24 | 4.5% | 10.0% | ||
| Q2 24 | 4.7% | 5.2% | ||
| Q1 24 | 2.0% | 8.2% |
资本支出强度COHRRPM
| Q4 25 | 9.1% | 2.6% | ||
| Q3 25 | 6.6% | 3.0% | ||
| Q2 25 | 8.6% | 3.4% | ||
| Q1 25 | 7.5% | 3.9% | ||
| Q4 24 | 7.4% | 2.7% | ||
| Q3 24 | 6.8% | 2.6% | ||
| Q2 24 | 7.6% | 3.8% | ||
| Q1 24 | 7.7% | 3.2% |
现金转化率COHRRPM
| Q4 25 | 0.39× | 2.14× | ||
| Q3 25 | 0.20× | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | 10.37× | 1.76× | ||
| Q4 24 | 1.81× | 1.53× | ||
| Q3 24 | 5.91× | 1.09× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
