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First American Financial Corp(FAF)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

First American Financial Corp的季度营收约是RPM INTERNATIONAL INC的1.1倍($2.0B vs $1.9B),First American Financial Corp净利率更高(10.3% vs 8.4%,领先1.9%),First American Financial Corp同比增速更快(21.6% vs 3.5%),First American Financial Corp自由现金流更多($324.5M vs $296.4M),过去两年First American Financial Corp的营收复合增速更高(19.9% vs 12.0%)

第一美国金融公司是美国知名金融服务企业,主要面向房地产及抵押贷款行业开展业务,核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务,在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。

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。

FAF vs RPM — 直观对比

营收规模更大
FAF
FAF
是对方的1.1倍
FAF
$2.0B
$1.9B
RPM
营收增速更快
FAF
FAF
高出18.1%
FAF
21.6%
3.5%
RPM
净利率更高
FAF
FAF
高出1.9%
FAF
10.3%
8.4%
RPM
自由现金流更多
FAF
FAF
多$28.1M
FAF
$324.5M
$296.4M
RPM
两年增速更快
FAF
FAF
近两年复合增速
FAF
19.9%
12.0%
RPM

损益表 — Q4 FY2025 vs Q2 FY2026

指标
FAF
FAF
RPM
RPM
营收
$2.0B
$1.9B
净利润
$211.9M
$161.2M
毛利率
40.8%
营业利润率
14.0%
11.0%
净利率
10.3%
8.4%
营收同比
21.6%
3.5%
净利润同比
192.7%
-12.0%
每股收益(稀释后)
$2.04
$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
FAF
FAF
RPM
RPM
Q4 25
$2.0B
$1.9B
Q3 25
$2.0B
$2.1B
Q2 25
$1.8B
$2.1B
Q1 25
$1.6B
$1.5B
Q4 24
$1.7B
$1.8B
Q3 24
$1.4B
$2.0B
Q2 24
$1.6B
$2.0B
Q1 24
$1.4B
$1.5B
净利润
FAF
FAF
RPM
RPM
Q4 25
$211.9M
$161.2M
Q3 25
$189.6M
$227.6M
Q2 25
$146.1M
$225.8M
Q1 25
$74.2M
$52.0M
Q4 24
$72.4M
$183.2M
Q3 24
$-104.0M
$227.7M
Q2 24
$116.0M
$180.6M
Q1 24
$46.7M
$61.2M
毛利率
FAF
FAF
RPM
RPM
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
41.4%
Q1 24
39.9%
营业利润率
FAF
FAF
RPM
RPM
Q4 25
14.0%
11.0%
Q3 25
12.5%
14.1%
Q2 25
10.6%
11.9%
Q1 25
6.1%
2.8%
Q4 24
5.9%
11.5%
Q3 24
-10.3%
14.8%
Q2 24
9.4%
11.9%
Q1 24
4.1%
5.5%
净利率
FAF
FAF
RPM
RPM
Q4 25
10.3%
8.4%
Q3 25
9.6%
10.8%
Q2 25
7.9%
10.8%
Q1 25
4.7%
3.5%
Q4 24
4.3%
9.9%
Q3 24
-7.4%
11.6%
Q2 24
7.2%
9.0%
Q1 24
3.3%
4.0%
每股收益(稀释后)
FAF
FAF
RPM
RPM
Q4 25
$2.04
$1.26
Q3 25
$1.84
$1.77
Q2 25
$1.41
$1.76
Q1 25
$0.71
$0.40
Q4 24
$0.70
$1.42
Q3 24
$-1.00
$1.77
Q2 24
$1.11
$1.40
Q1 24
$0.45
$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
FAF
FAF
RPM
RPM
现金及短期投资手头流动性
$1.4B
$316.6M
总债务越低越好
$2.5B
股东权益账面价值
$5.5B
$3.1B
总资产
$16.2B
$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
FAF
FAF
RPM
RPM
Q4 25
$1.4B
$316.6M
Q3 25
$2.9B
$297.1M
Q2 25
$2.0B
$302.1M
Q1 25
$2.0B
$241.9M
Q4 24
$1.7B
$268.7M
Q3 24
$3.0B
$231.6M
Q2 24
$2.0B
$237.4M
Q1 24
$1.5B
$248.9M
总债务
FAF
FAF
RPM
RPM
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
FAF
FAF
RPM
RPM
Q4 25
$5.5B
$3.1B
Q3 25
$5.3B
$3.1B
Q2 25
$5.1B
$2.9B
Q1 25
$5.0B
$2.7B
Q4 24
$4.9B
$2.7B
Q3 24
$5.1B
$2.6B
Q2 24
$4.8B
$2.5B
Q1 24
$4.8B
$2.3B
总资产
FAF
FAF
RPM
RPM
Q4 25
$16.2B
$7.9B
Q3 25
$17.6B
$7.9B
Q2 25
$16.3B
$7.8B
Q1 25
$15.5B
$6.6B
Q4 24
$14.9B
$6.7B
Q3 24
$16.6B
$6.6B
Q2 24
$15.2B
$6.6B
Q1 24
$14.7B
$6.4B
负债/权益比
FAF
FAF
RPM
RPM
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
FAF
FAF
RPM
RPM
经营现金流最新季度
$369.3M
$345.7M
自由现金流经营现金流 - 资本支出
$324.5M
$296.4M
自由现金流率自由现金流/营收
15.8%
15.5%
资本支出强度资本支出/营收
2.2%
2.6%
现金转化率经营现金流/净利润
1.74×
2.14×
过去12个月自由现金流最近4个季度
$762.5M
$582.9M

8季度趋势,按日历期对齐

经营现金流
FAF
FAF
RPM
RPM
Q4 25
$369.3M
$345.7M
Q3 25
$272.5M
$237.5M
Q2 25
$361.8M
$149.2M
Q1 25
$-52.8M
$91.5M
Q4 24
$324.6M
$279.4M
Q3 24
$236.9M
$248.1M
Q2 24
$266.7M
$181.2M
Q1 24
$69.3M
$173.4M
自由现金流
FAF
FAF
RPM
RPM
Q4 25
$324.5M
$296.4M
Q3 25
$223.1M
$175.0M
Q2 25
$309.4M
$78.2M
Q1 25
$-94.5M
$33.3M
Q4 24
$266.2M
$229.5M
Q3 24
$185.4M
$197.3M
Q2 24
$210.0M
$105.3M
Q1 24
$17.6M
$124.6M
自由现金流率
FAF
FAF
RPM
RPM
Q4 25
15.8%
15.5%
Q3 25
11.3%
8.3%
Q2 25
16.8%
3.8%
Q1 25
-6.0%
2.3%
Q4 24
15.8%
12.4%
Q3 24
13.2%
10.0%
Q2 24
13.0%
5.2%
Q1 24
1.2%
8.2%
资本支出强度
FAF
FAF
RPM
RPM
Q4 25
2.2%
2.6%
Q3 25
2.5%
3.0%
Q2 25
2.8%
3.4%
Q1 25
2.6%
3.9%
Q4 24
3.5%
2.7%
Q3 24
3.7%
2.6%
Q2 24
3.5%
3.8%
Q1 24
3.6%
3.2%
现金转化率
FAF
FAF
RPM
RPM
Q4 25
1.74×
2.14×
Q3 25
1.44×
1.04×
Q2 25
2.48×
0.66×
Q1 25
-0.71×
1.76×
Q4 24
4.48×
1.53×
Q3 24
1.09×
Q2 24
2.30×
1.00×
Q1 24
1.48×
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

FAF
FAF

Title Insurance And Services$1.9B94%
Home Warranty$110.3M5%

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

相关对比