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Dream Finders Homes, Inc.（DFH）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Dream Finders Homes, Inc.的1.6倍（$1.9B vs $1.2B），RPM INTERNATIONAL INC净利率更高（8.4% vs 4.8%，领先3.6%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -22.3%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 12.0%）
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
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。
DFH vs RPM — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $58.8M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 6.4% | 11.0% |
| 净利率 | 4.8% | 8.4% |
| 营收同比 | -22.3% | 3.5% |
| 净利润同比 | -54.9% | -12.0% |
| 每股收益（稀释后） | $0.57 | $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
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $969.8M | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $989.9M | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $827.8M | $1.5B |
| Q4 25 | $58.8M | $161.2M | ||
| Q3 25 | $47.0M | $227.6M | ||
| Q2 25 | $56.6M | $225.8M | ||
| Q1 25 | $54.9M | $52.0M | ||
| Q4 24 | $130.5M | $183.2M | ||
| Q3 24 | $70.7M | $227.7M | ||
| Q2 24 | $80.9M | $180.6M | ||
| Q1 24 | $54.5M | $61.2M |
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | 19.2% | 41.4% | ||
| Q1 24 | 18.0% | 39.9% |
| Q4 25 | 6.4% | 11.0% | ||
| Q3 25 | 6.3% | 14.1% | ||
| Q2 25 | 6.4% | 11.9% | ||
| Q1 25 | 7.2% | 2.8% | ||
| Q4 24 | 10.8% | 11.5% | ||
| Q3 24 | 9.2% | 14.8% | ||
| Q2 24 | 10.0% | 11.9% | ||
| Q1 24 | 8.6% | 5.5% |
| Q4 25 | 4.8% | 8.4% | ||
| Q3 25 | 4.8% | 10.8% | ||
| Q2 25 | 4.9% | 10.8% | ||
| Q1 25 | 5.5% | 3.5% | ||
| Q4 24 | 8.4% | 9.9% | ||
| Q3 24 | 7.0% | 11.6% | ||
| Q2 24 | 7.7% | 9.0% | ||
| Q1 24 | 6.6% | 4.0% |
| Q4 25 | $0.57 | $1.26 | ||
| Q3 25 | $0.47 | $1.77 | ||
| Q2 25 | $0.56 | $1.76 | ||
| Q1 25 | $0.54 | $0.40 | ||
| Q4 24 | $1.28 | $1.42 | ||
| Q3 24 | $0.70 | $1.77 | ||
| Q2 24 | $0.81 | $1.40 | ||
| Q1 24 | $0.55 | $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 | $234.8M | $316.6M |
| 总债务越低越好 | $1.6B | $2.5B |
| 股东权益账面价值 | $1.4B | $3.1B |
| 总资产 | $3.7B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.13× | 0.80× |
8季度趋势，按日历期对齐
| Q4 25 | $234.8M | $316.6M | ||
| Q3 25 | $251.0M | $297.1M | ||
| Q2 25 | $210.3M | $302.1M | ||
| Q1 25 | $297.5M | $241.9M | ||
| Q4 24 | $274.4M | $268.7M | ||
| Q3 24 | $204.9M | $231.6M | ||
| Q2 24 | $274.8M | $237.4M | ||
| Q1 24 | $239.4M | $248.9M |
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.8B | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $1.1B | $2.6B | ||
| Q2 24 | $1.0B | $2.5B | ||
| Q1 24 | $968.7M | $2.3B |
| Q4 25 | $3.7B | $7.9B | ||
| Q3 25 | $3.8B | $7.9B | ||
| Q2 25 | $3.7B | $7.8B | ||
| Q1 25 | $3.5B | $6.6B | ||
| Q4 24 | $3.3B | $6.7B | ||
| Q3 24 | $3.3B | $6.6B | ||
| Q2 24 | $3.0B | $6.6B | ||
| Q1 24 | $2.7B | $6.4B |
| Q4 25 | 1.13× | 0.80× | ||
| Q3 25 | 1.29× | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 1.03× | 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 | $143.6M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $136.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 11.2% | 15.5% |
| 资本支出强度资本支出/营收 | 0.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.44× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $-126.4M | $582.9M |
8季度趋势，按日历期对齐
| Q4 25 | $143.6M | $345.7M | ||
| Q3 25 | $-131.0M | $237.5M | ||
| Q2 25 | $-68.5M | $149.2M | ||
| Q1 25 | $-44.7M | $91.5M | ||
| Q4 24 | $306.5M | $279.4M | ||
| Q3 24 | $-205.0M | $248.1M | ||
| Q2 24 | $-110.6M | $181.2M | ||
| Q1 24 | $-247.5M | $173.4M |
| Q4 25 | $136.0M | $296.4M | ||
| Q3 25 | $-135.7M | $175.0M | ||
| Q2 25 | $-78.8M | $78.2M | ||
| Q1 25 | $-47.9M | $33.3M | ||
| Q4 24 | $302.6M | $229.5M | ||
| Q3 24 | $-222.5M | $197.3M | ||
| Q2 24 | $-112.4M | $105.3M | ||
| Q1 24 | $-249.6M | $124.6M |
| Q4 25 | 11.2% | 15.5% | ||
| Q3 25 | -14.0% | 8.3% | ||
| Q2 25 | -6.8% | 3.8% | ||
| Q1 25 | -4.8% | 2.3% | ||
| Q4 24 | 19.4% | 12.4% | ||
| Q3 24 | -22.1% | 10.0% | ||
| Q2 24 | -10.6% | 5.2% | ||
| Q1 24 | -30.2% | 8.2% |
| Q4 25 | 0.6% | 2.6% | ||
| Q3 25 | 0.5% | 3.0% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 0.2% | 3.8% | ||
| Q1 24 | 0.3% | 3.2% |
| Q4 25 | 2.44× | 2.14× | ||
| Q3 25 | -2.79× | 1.04× | ||
| Q2 25 | -1.21× | 0.66× | ||
| Q1 25 | -0.81× | 1.76× | ||
| Q4 24 | 2.35× | 1.53× | ||
| Q3 24 | -2.90× | 1.09× | ||
| Q2 24 | -1.37× | 1.00× | ||
| Q1 24 | -4.54× | 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
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
