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Global Payments（GPN）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Global Payments的1.4倍（$1.9B vs $1.3B），Global Payments净利率更高（16.4% vs 8.4%，领先7.9%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -47.1%），Global Payments自由现金流更多（$347.0M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -25.9%）
Global Payments Inc.是美国跨国金融科技企业，面向商户、发卡机构及消费者提供支付技术与相关服务，支持信用卡、借记卡、数字支付及非接触式支付的交易处理，2021年6月入选《财富》500强榜单。
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。
GPN vs RPM — 直观对比
营收规模更大
RPM
是对方的1.4倍
$1.3B
营收增速更快
RPM
高出50.6%
-47.1%
净利率更高
GPN
高出7.9%
8.4%
自由现金流更多
GPN
多$50.6M
$296.4M
两年增速更快
RPM
近两年复合增速
-25.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.9B |
| 净利润 | $217.5M | $161.2M |
| 毛利率 | 89.7% | 40.8% |
| 营业利润率 | 5.9% | 11.0% |
| 净利率 | 16.4% | 8.4% |
| 营收同比 | -47.1% | 3.5% |
| 净利润同比 | -61.6% | -12.0% |
| 每股收益（稀释后） | $0.91 | $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GPNRPM
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.6B | $2.0B | ||
| Q1 24 | $2.4B | $1.5B |
净利润GPNRPM
| Q4 25 | $217.5M | $161.2M | ||
| Q3 25 | $635.2M | $227.6M | ||
| Q2 25 | $241.6M | $225.8M | ||
| Q1 25 | $305.7M | $52.0M | ||
| Q4 24 | $567.2M | $183.2M | ||
| Q3 24 | $315.1M | $227.7M | ||
| Q2 24 | $374.8M | $180.6M | ||
| Q1 24 | $313.3M | $61.2M |
毛利率GPNRPM
| Q4 25 | 89.7% | 40.8% | ||
| Q3 25 | 72.3% | 42.3% | ||
| Q2 25 | 74.5% | 42.4% | ||
| Q1 25 | 61.8% | 38.4% | ||
| Q4 24 | 62.1% | 41.4% | ||
| Q3 24 | 63.6% | 42.5% | ||
| Q2 24 | 63.5% | 41.4% | ||
| Q1 24 | 61.9% | 39.9% |
营业利润率GPNRPM
| Q4 25 | 5.9% | 11.0% | ||
| Q3 25 | 38.8% | 14.1% | ||
| Q2 25 | 21.8% | 11.9% | ||
| Q1 25 | 19.5% | 2.8% | ||
| Q4 24 | 33.1% | 11.5% | ||
| Q3 24 | 18.3% | 14.8% | ||
| Q2 24 | 22.3% | 11.9% | ||
| Q1 24 | 18.7% | 5.5% |
净利率GPNRPM
| Q4 25 | 16.4% | 8.4% | ||
| Q3 25 | 31.6% | 10.8% | ||
| Q2 25 | 12.3% | 10.8% | ||
| Q1 25 | 12.7% | 3.5% | ||
| Q4 24 | 22.5% | 9.9% | ||
| Q3 24 | 12.1% | 11.6% | ||
| Q2 24 | 14.6% | 9.0% | ||
| Q1 24 | 12.9% | 4.0% |
每股收益（稀释后）GPNRPM
| Q4 25 | $0.91 | $1.26 | ||
| Q3 25 | $2.64 | $1.77 | ||
| Q2 25 | $0.99 | $1.76 | ||
| Q1 25 | $1.24 | $0.40 | ||
| Q4 24 | $2.23 | $1.42 | ||
| Q3 24 | $1.24 | $1.77 | ||
| Q2 24 | $1.47 | $1.40 | ||
| Q1 24 | $1.22 | $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 | $8.3B | $316.6M |
| 总债务越低越好 | $19.5B | $2.5B |
| 股东权益账面价值 | $22.9B | $3.1B |
| 总资产 | $53.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.85× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资GPNRPM
| Q4 25 | $8.3B | $316.6M | ||
| Q3 25 | $2.6B | $297.1M | ||
| Q2 25 | $2.6B | $302.1M | ||
| Q1 25 | $2.9B | $241.9M | ||
| Q4 24 | $2.5B | $268.7M | ||
| Q3 24 | $2.9B | $231.6M | ||
| Q2 24 | $2.1B | $237.4M | ||
| Q1 24 | $2.2B | $248.9M |
总债务GPNRPM
| Q4 25 | $19.5B | $2.5B | ||
| Q3 25 | $13.3B | $2.7B | ||
| Q2 25 | $14.2B | $2.6B | ||
| Q1 25 | $15.0B | $2.1B | ||
| Q4 24 | $15.2B | $2.0B | ||
| Q3 24 | $15.2B | $2.0B | ||
| Q2 24 | $15.6B | $2.0B | ||
| Q1 24 | $15.6B | $2.2B |
股东权益GPNRPM
| Q4 25 | $22.9B | $3.1B | ||
| Q3 25 | $22.7B | $3.1B | ||
| Q2 25 | $22.6B | $2.9B | ||
| Q1 25 | $22.2B | $2.7B | ||
| Q4 24 | $22.3B | $2.7B | ||
| Q3 24 | $22.8B | $2.6B | ||
| Q2 24 | $22.4B | $2.5B | ||
| Q1 24 | $22.2B | $2.3B |
总资产GPNRPM
| Q4 25 | $53.3B | $7.9B | ||
| Q3 25 | $48.0B | $7.9B | ||
| Q2 25 | $48.5B | $7.8B | ||
| Q1 25 | $47.6B | $6.6B | ||
| Q4 24 | $46.9B | $6.7B | ||
| Q3 24 | $50.0B | $6.6B | ||
| Q2 24 | $50.8B | $6.6B | ||
| Q1 24 | $51.8B | $6.4B |
负债/权益比GPNRPM
| Q4 25 | 0.85× | 0.80× | ||
| Q3 25 | 0.59× | 0.87× | ||
| Q2 25 | 0.63× | 0.91× | ||
| Q1 25 | 0.67× | 0.78× | ||
| Q4 24 | 0.68× | 0.74× | ||
| Q3 24 | 0.67× | 0.77× | ||
| Q2 24 | 0.70× | 0.79× | ||
| Q1 24 | 0.70× | 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 | $515.2M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $347.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 26.1% | 15.5% |
| 资本支出强度资本支出/营收 | 12.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.37× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $582.9M |
8季度趋势，按日历期对齐
经营现金流GPNRPM
| Q4 25 | $515.2M | $345.7M | ||
| Q3 25 | $768.7M | $237.5M | ||
| Q2 25 | $817.5M | $149.2M | ||
| Q1 25 | $555.1M | $91.5M | ||
| Q4 24 | $653.4M | $279.4M | ||
| Q3 24 | $1.7B | $248.1M | ||
| Q2 24 | $736.9M | $181.2M | ||
| Q1 24 | $416.3M | $173.4M |
自由现金流GPNRPM
| Q4 25 | $347.0M | $296.4M | ||
| Q3 25 | $598.9M | $175.0M | ||
| Q2 25 | $665.4M | $78.2M | ||
| Q1 25 | $427.5M | $33.3M | ||
| Q4 24 | $469.4M | $229.5M | ||
| Q3 24 | $1.6B | $197.3M | ||
| Q2 24 | $557.7M | $105.3M | ||
| Q1 24 | $270.9M | $124.6M |
自由现金流率GPNRPM
| Q4 25 | 26.1% | 15.5% | ||
| Q3 25 | 29.8% | 8.3% | ||
| Q2 25 | 34.0% | 3.8% | ||
| Q1 25 | 17.7% | 2.3% | ||
| Q4 24 | 18.7% | 12.4% | ||
| Q3 24 | 60.0% | 10.0% | ||
| Q2 24 | 21.7% | 5.2% | ||
| Q1 24 | 11.2% | 8.2% |
资本支出强度GPNRPM
| Q4 25 | 12.7% | 2.6% | ||
| Q3 25 | 8.5% | 3.0% | ||
| Q2 25 | 7.8% | 3.4% | ||
| Q1 25 | 5.3% | 3.9% | ||
| Q4 24 | 7.3% | 2.7% | ||
| Q3 24 | 6.4% | 2.6% | ||
| Q2 24 | 7.0% | 3.8% | ||
| Q1 24 | 6.0% | 3.2% |
现金转化率GPNRPM
| Q4 25 | 2.37× | 2.14× | ||
| Q3 25 | 1.21× | 1.04× | ||
| Q2 25 | 3.38× | 0.66× | ||
| Q1 25 | 1.82× | 1.76× | ||
| Q4 24 | 1.15× | 1.53× | ||
| Q3 24 | 5.48× | 1.09× | ||
| Q2 24 | 1.97× | 1.00× | ||
| Q1 24 | 1.33× | 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
GPN
| Integrated And Embedded Solutions | $869.3M | 65% |
| Point Of Sale And Software Solutions | $281.7M | 21% |
| Other | $178.4M | 13% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
