vs
EPAM Systems（EPAM）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EPAM Systems的1.4倍（$1.9B vs $1.4B），RPM INTERNATIONAL INC净利率更高（8.4% vs 7.8%，领先0.7%），EPAM Systems同比增速更快（12.8% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $268.1M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 9.9%）
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
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。
EPAM vs RPM — 直观对比
营收规模更大
RPM
是对方的1.4倍
$1.4B
营收增速更快
EPAM
高出9.3%
3.5%
净利率更高
RPM
高出0.7%
7.8%
自由现金流更多
RPM
多$28.3M
$268.1M
两年增速更快
RPM
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $109.4M | $161.2M |
| 毛利率 | 30.1% | 40.8% |
| 营业利润率 | 10.6% | 11.0% |
| 净利率 | 7.8% | 8.4% |
| 营收同比 | 12.8% | 3.5% |
| 净利润同比 | 5.9% | -12.0% |
| 每股收益（稀释后） | $1.97 | $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EPAMRPM
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.2B | $1.5B |
净利润EPAMRPM
| Q4 25 | $109.4M | $161.2M | ||
| Q3 25 | $106.8M | $227.6M | ||
| Q2 25 | $88.0M | $225.8M | ||
| Q1 25 | $73.5M | $52.0M | ||
| Q4 24 | $103.3M | $183.2M | ||
| Q3 24 | $136.3M | $227.7M | ||
| Q2 24 | $98.6M | $180.6M | ||
| Q1 24 | $116.2M | $61.2M |
毛利率EPAMRPM
| Q4 25 | 30.1% | 40.8% | ||
| Q3 25 | 29.5% | 42.3% | ||
| Q2 25 | 28.8% | 42.4% | ||
| Q1 25 | 26.9% | 38.4% | ||
| Q4 24 | 30.4% | 41.4% | ||
| Q3 24 | 34.6% | 42.5% | ||
| Q2 24 | 29.3% | 41.4% | ||
| Q1 24 | 28.4% | 39.9% |
营业利润率EPAMRPM
| Q4 25 | 10.6% | 11.0% | ||
| Q3 25 | 10.4% | 14.1% | ||
| Q2 25 | 9.3% | 11.9% | ||
| Q1 25 | 7.6% | 2.8% | ||
| Q4 24 | 10.9% | 11.5% | ||
| Q3 24 | 15.2% | 14.8% | ||
| Q2 24 | 10.5% | 11.9% | ||
| Q1 24 | 9.5% | 5.5% |
净利率EPAMRPM
| Q4 25 | 7.8% | 8.4% | ||
| Q3 25 | 7.7% | 10.8% | ||
| Q2 25 | 6.5% | 10.8% | ||
| Q1 25 | 5.6% | 3.5% | ||
| Q4 24 | 8.3% | 9.9% | ||
| Q3 24 | 11.7% | 11.6% | ||
| Q2 24 | 8.6% | 9.0% | ||
| Q1 24 | 10.0% | 4.0% |
每股收益（稀释后）EPAMRPM
| Q4 25 | $1.97 | $1.26 | ||
| Q3 25 | $1.91 | $1.77 | ||
| Q2 25 | $1.56 | $1.76 | ||
| Q1 25 | $1.28 | $0.40 | ||
| Q4 24 | $1.80 | $1.42 | ||
| Q3 24 | $2.37 | $1.77 | ||
| Q2 24 | $1.70 | $1.40 | ||
| Q1 24 | $1.97 | $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 | $1.3B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.7B | $3.1B |
| 总资产 | $4.9B | $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EPAMRPM
| Q4 25 | $1.3B | $316.6M | ||
| Q3 25 | $1.2B | $297.1M | ||
| Q2 25 | $1.0B | $302.1M | ||
| Q1 25 | $1.2B | $241.9M | ||
| Q4 24 | $1.3B | $268.7M | ||
| Q3 24 | $2.1B | $231.6M | ||
| Q2 24 | $1.8B | $237.4M | ||
| Q1 24 | $2.0B | $248.9M |
总债务EPAMRPM
| 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EPAMRPM
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.7B | $3.1B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.6B | $2.7B | ||
| Q4 24 | $3.6B | $2.7B | ||
| Q3 24 | $3.6B | $2.6B | ||
| Q2 24 | $3.4B | $2.5B | ||
| Q1 24 | $3.5B | $2.3B |
总资产EPAMRPM
| Q4 25 | $4.9B | $7.9B | ||
| Q3 25 | $4.8B | $7.9B | ||
| Q2 25 | $4.7B | $7.8B | ||
| Q1 25 | $4.7B | $6.6B | ||
| Q4 24 | $4.8B | $6.7B | ||
| Q3 24 | $4.5B | $6.6B | ||
| Q2 24 | $4.2B | $6.6B | ||
| Q1 24 | $4.4B | $6.4B |
负债/权益比EPAMRPM
| 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 | $282.9M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $268.1M | $296.4M |
| 自由现金流率自由现金流/营收 | 19.0% | 15.5% |
| 资本支出强度资本支出/营收 | 1.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.59× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $612.7M | $582.9M |
8季度趋势，按日历期对齐
经营现金流EPAMRPM
| Q4 25 | $282.9M | $345.7M | ||
| Q3 25 | $294.7M | $237.5M | ||
| Q2 25 | $53.2M | $149.2M | ||
| Q1 25 | $24.2M | $91.5M | ||
| Q4 24 | $130.3M | $279.4M | ||
| Q3 24 | $242.0M | $248.1M | ||
| Q2 24 | $57.0M | $181.2M | ||
| Q1 24 | $129.9M | $173.4M |
自由现金流EPAMRPM
| Q4 25 | $268.1M | $296.4M | ||
| Q3 25 | $286.4M | $175.0M | ||
| Q2 25 | $43.4M | $78.2M | ||
| Q1 25 | $14.8M | $33.3M | ||
| Q4 24 | $114.5M | $229.5M | ||
| Q3 24 | $237.0M | $197.3M | ||
| Q2 24 | $52.3M | $105.3M | ||
| Q1 24 | $123.2M | $124.6M |
自由现金流率EPAMRPM
| Q4 25 | 19.0% | 15.5% | ||
| Q3 25 | 20.5% | 8.3% | ||
| Q2 25 | 3.2% | 3.8% | ||
| Q1 25 | 1.1% | 2.3% | ||
| Q4 24 | 9.2% | 12.4% | ||
| Q3 24 | 20.3% | 10.0% | ||
| Q2 24 | 4.6% | 5.2% | ||
| Q1 24 | 10.6% | 8.2% |
资本支出强度EPAMRPM
| Q4 25 | 1.1% | 2.6% | ||
| Q3 25 | 0.6% | 3.0% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 1.3% | 2.7% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.4% | 3.8% | ||
| Q1 24 | 0.6% | 3.2% |
现金转化率EPAMRPM
| Q4 25 | 2.59× | 2.14× | ||
| Q3 25 | 2.76× | 1.04× | ||
| Q2 25 | 0.60× | 0.66× | ||
| Q1 25 | 0.33× | 1.76× | ||
| Q4 24 | 1.26× | 1.53× | ||
| Q3 24 | 1.77× | 1.09× | ||
| Q2 24 | 0.58× | 1.00× | ||
| Q1 24 | 1.12× | 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
EPAM
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% |
