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GREIF, INC(GEF)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GREIF, INC的1.9倍($1.9B vs $994.8M),GREIF, INC净利率更高(17.6% vs 8.4%,领先9.1%),RPM INTERNATIONAL INC同比增速更快(3.5% vs -21.4%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs -9.2%)
格瑞夫公司是全球工业包装产品及服务领域的领先企业,总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家,目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等,2018年位列《财富》美国1000强第617位。
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。
GEF vs RPM — 直观对比
营收规模更大
RPM
是对方的1.9倍
$994.8M
营收增速更快
RPM
高出24.9%
-21.4%
净利率更高
GEF
高出9.1%
8.4%
两年增速更快
RPM
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $994.8M | $1.9B |
| 净利润 | $174.6M | $161.2M |
| 毛利率 | 20.4% | 40.8% |
| 营业利润率 | 25.8% | 11.0% |
| 净利率 | 17.6% | 8.4% |
| 营收同比 | -21.4% | 3.5% |
| 净利润同比 | 1930.2% | -12.0% |
| 每股收益(稀释后) | — | $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
GEF
RPM
| Q4 25 | $994.8M | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.2B | $1.5B |
净利润
GEF
RPM
| Q4 25 | $174.6M | $161.2M | ||
| Q3 25 | $64.0M | $227.6M | ||
| Q2 25 | $47.3M | $225.8M | ||
| Q1 25 | $8.6M | $52.0M | ||
| Q4 24 | $70.1M | $183.2M | ||
| Q3 24 | $87.1M | $227.7M | ||
| Q2 24 | $44.4M | $180.6M | ||
| Q1 24 | $67.2M | $61.2M |
毛利率
GEF
RPM
| Q4 25 | 20.4% | 40.8% | ||
| Q3 25 | 22.7% | 42.3% | ||
| Q2 25 | 23.1% | 42.4% | ||
| Q1 25 | 19.4% | 38.4% | ||
| Q4 24 | 20.4% | 41.4% | ||
| Q3 24 | 20.0% | 42.5% | ||
| Q2 24 | 19.7% | 41.4% | ||
| Q1 24 | 18.4% | 39.9% |
营业利润率
GEF
RPM
| Q4 25 | 25.8% | 11.0% | ||
| Q3 25 | 6.4% | 14.1% | ||
| Q2 25 | 8.6% | 11.9% | ||
| Q1 25 | 4.7% | 2.8% | ||
| Q4 24 | 8.9% | 11.5% | ||
| Q3 24 | 11.8% | 14.8% | ||
| Q2 24 | 7.2% | 11.9% | ||
| Q1 24 | 5.7% | 5.5% |
净利率
GEF
RPM
| Q4 25 | 17.6% | 8.4% | ||
| Q3 25 | 5.6% | 10.8% | ||
| Q2 25 | 3.4% | 10.8% | ||
| Q1 25 | 0.7% | 3.5% | ||
| Q4 24 | 4.9% | 9.9% | ||
| Q3 24 | 6.0% | 11.6% | ||
| Q2 24 | 3.2% | 9.0% | ||
| Q1 24 | 5.6% | 4.0% |
每股收益(稀释后)
GEF
RPM
| Q4 25 | — | $1.26 | ||
| Q3 25 | — | $1.77 | ||
| Q2 25 | — | $1.76 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $1.42 | ||
| Q3 24 | — | $1.77 | ||
| Q2 24 | — | $1.40 | ||
| Q1 24 | — | $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 | $243.5M | $316.6M |
| 总债务越低越好 | $655.1M | $2.5B |
| 股东权益账面价值 | $2.9B | $3.1B |
| 总资产 | $5.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
GEF
RPM
| Q4 25 | $243.5M | $316.6M | ||
| Q3 25 | $285.2M | $297.1M | ||
| Q2 25 | $252.7M | $302.1M | ||
| Q1 25 | $201.1M | $241.9M | ||
| Q4 24 | $197.7M | $268.7M | ||
| Q3 24 | $194.2M | $231.6M | ||
| Q2 24 | $196.0M | $237.4M | ||
| Q1 24 | $179.3M | $248.9M |
总债务
GEF
RPM
| Q4 25 | $655.1M | $2.5B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $2.3B | $2.2B |
股东权益
GEF
RPM
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.2B | $3.1B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B | ||
| Q1 24 | $2.0B | $2.3B |
总资产
GEF
RPM
| Q4 25 | $5.5B | $7.9B | ||
| Q3 25 | $6.7B | $7.9B | ||
| Q2 25 | $6.8B | $7.8B | ||
| Q1 25 | $6.6B | $6.6B | ||
| Q4 24 | $6.6B | $6.7B | ||
| Q3 24 | $6.8B | $6.6B | ||
| Q2 24 | $6.8B | $6.6B | ||
| Q1 24 | $6.0B | $6.4B |
负债/权益比
GEF
RPM
| Q4 25 | 0.22× | 0.80× | ||
| Q3 25 | 1.06× | 0.87× | ||
| Q2 25 | 1.12× | 0.91× | ||
| Q1 25 | 1.24× | 0.78× | ||
| Q4 24 | 1.31× | 0.74× | ||
| Q3 24 | 1.41× | 0.77× | ||
| Q2 24 | 1.44× | 0.79× | ||
| Q1 24 | 1.15× | 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 | $-24.4M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | -0.14× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
GEF
RPM
| Q4 25 | $-24.4M | $345.7M | ||
| Q3 25 | $197.7M | $237.5M | ||
| Q2 25 | $136.4M | $149.2M | ||
| Q1 25 | $-30.8M | $91.5M | ||
| Q4 24 | $187.2M | $279.4M | ||
| Q3 24 | $76.8M | $248.1M | ||
| Q2 24 | $87.5M | $181.2M | ||
| Q1 24 | $4.5M | $173.4M |
自由现金流
GEF
RPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M | ||
| Q1 24 | — | $124.6M |
自由现金流率
GEF
RPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% | ||
| Q1 24 | — | 8.2% |
资本支出强度
GEF
RPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 3.2% |
现金转化率
GEF
RPM
| Q4 25 | -0.14× | 2.14× | ||
| Q3 25 | 3.09× | 1.04× | ||
| Q2 25 | 2.88× | 0.66× | ||
| Q1 25 | -3.58× | 1.76× | ||
| Q4 24 | 2.67× | 1.53× | ||
| Q3 24 | 0.88× | 1.09× | ||
| Q2 24 | 1.97× | 1.00× | ||
| Q1 24 | 0.07× | 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
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |