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英格索兰（IR）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
英格索兰的季度营收约是RPM INTERNATIONAL INC的1.1倍（$2.1B vs $1.9B），英格索兰净利率更高（12.7% vs 8.4%，领先4.3%），英格索兰同比增速更快（10.1% vs 3.5%），英格索兰自由现金流更多（$461.5M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 11.9%）
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
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。
IR vs RPM — 直观对比
营收规模更大
IR
是对方的1.1倍
$1.9B
营收增速更快
IR
高出6.6%
3.5%
净利率更高
IR
高出4.3%
8.4%
自由现金流更多
IR
多$165.1M
$296.4M
两年增速更快
RPM
近两年复合增速
11.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.9B |
| 净利润 | $266.1M | $161.2M |
| 毛利率 | 42.6% | 40.8% |
| 营业利润率 | 18.7% | 11.0% |
| 净利率 | 12.7% | 8.4% |
| 营收同比 | 10.1% | 3.5% |
| 净利润同比 | 15.8% | -12.0% |
| 每股收益（稀释后） | $0.67 | $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IRRPM
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.7B | $1.5B |
净利润IRRPM
| Q4 25 | $266.1M | $161.2M | ||
| Q3 25 | $244.1M | $227.6M | ||
| Q2 25 | $-115.3M | $225.8M | ||
| Q1 25 | $186.5M | $52.0M | ||
| Q4 24 | $229.8M | $183.2M | ||
| Q3 24 | $221.6M | $227.7M | ||
| Q2 24 | $185.0M | $180.6M | ||
| Q1 24 | $202.2M | $61.2M |
毛利率IRRPM
| Q4 25 | 42.6% | 40.8% | ||
| Q3 25 | 43.7% | 42.3% | ||
| Q2 25 | 43.7% | 42.4% | ||
| Q1 25 | 44.6% | 38.4% | ||
| Q4 24 | 42.9% | 41.4% | ||
| Q3 24 | 43.8% | 42.5% | ||
| Q2 24 | 43.9% | 41.4% | ||
| Q1 24 | 44.7% | 39.9% |
营业利润率IRRPM
| Q4 25 | 18.7% | 11.0% | ||
| Q3 25 | 19.2% | 14.1% | ||
| Q2 25 | 4.0% | 11.9% | ||
| Q1 25 | 17.6% | 2.8% | ||
| Q4 24 | 20.0% | 11.5% | ||
| Q3 24 | 19.1% | 14.8% | ||
| Q2 24 | 15.1% | 11.9% | ||
| Q1 24 | 17.6% | 5.5% |
净利率IRRPM
| Q4 25 | 12.7% | 8.4% | ||
| Q3 25 | 12.5% | 10.8% | ||
| Q2 25 | -6.1% | 10.8% | ||
| Q1 25 | 10.9% | 3.5% | ||
| Q4 24 | 12.1% | 9.9% | ||
| Q3 24 | 11.9% | 11.6% | ||
| Q2 24 | 10.2% | 9.0% | ||
| Q1 24 | 12.1% | 4.0% |
每股收益（稀释后）IRRPM
| Q4 25 | $0.67 | $1.26 | ||
| Q3 25 | $0.61 | $1.77 | ||
| Q2 25 | $-0.29 | $1.76 | ||
| Q1 25 | $0.46 | $0.40 | ||
| Q4 24 | $0.57 | $1.42 | ||
| Q3 24 | $0.54 | $1.77 | ||
| Q2 24 | $0.45 | $1.40 | ||
| Q1 24 | $0.50 | $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 | $1.2B | $316.6M |
| 总债务越低越好 | $4.8B | $2.5B |
| 股东权益账面价值 | $10.1B | $3.1B |
| 总资产 | $18.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.47× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资IRRPM
| Q4 25 | $1.2B | $316.6M | ||
| Q3 25 | $1.2B | $297.1M | ||
| Q2 25 | $1.3B | $302.1M | ||
| Q1 25 | $1.6B | $241.9M | ||
| Q4 24 | $1.5B | $268.7M | ||
| Q3 24 | $1.4B | $231.6M | ||
| Q2 24 | $1.1B | $237.4M | ||
| Q1 24 | $1.5B | $248.9M |
总债务IRRPM
| Q4 25 | $4.8B | $2.5B | ||
| Q3 25 | $4.8B | $2.7B | ||
| Q2 25 | $4.8B | $2.6B | ||
| Q1 25 | $4.8B | $2.1B | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $4.8B | $2.0B | ||
| Q2 24 | $4.8B | $2.0B | ||
| Q1 24 | $2.7B | $2.2B |
股东权益IRRPM
| Q4 25 | $10.1B | $3.1B | ||
| Q3 25 | $10.1B | $3.1B | ||
| Q2 25 | $10.1B | $2.9B | ||
| Q1 25 | $10.5B | $2.7B | ||
| Q4 24 | $10.2B | $2.7B | ||
| Q3 24 | $10.3B | $2.6B | ||
| Q2 24 | $10.0B | $2.5B | ||
| Q1 24 | $9.9B | $2.3B |
总资产IRRPM
| Q4 25 | $18.3B | $7.9B | ||
| Q3 25 | $18.2B | $7.9B | ||
| Q2 25 | $18.1B | $7.8B | ||
| Q1 25 | $18.4B | $6.6B | ||
| Q4 24 | $18.0B | $6.7B | ||
| Q3 24 | $18.2B | $6.6B | ||
| Q2 24 | $17.8B | $6.6B | ||
| Q1 24 | $15.5B | $6.4B |
负债/权益比IRRPM
| Q4 25 | 0.47× | 0.80× | ||
| Q3 25 | 0.47× | 0.87× | ||
| Q2 25 | 0.47× | 0.91× | ||
| Q1 25 | 0.45× | 0.78× | ||
| Q4 24 | 0.47× | 0.74× | ||
| Q3 24 | 0.47× | 0.77× | ||
| Q2 24 | 0.48× | 0.79× | ||
| Q1 24 | 0.27× | 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 | $499.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $461.5M | $296.4M |
| 自由现金流率自由现金流/营收 | 22.1% | 15.5% |
| 资本支出强度资本支出/营收 | 1.8% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.88× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $582.9M |
8季度趋势，按日历期对齐
经营现金流IRRPM
| Q4 25 | $499.0M | $345.7M | ||
| Q3 25 | $354.6M | $237.5M | ||
| Q2 25 | $245.7M | $149.2M | ||
| Q1 25 | $256.4M | $91.5M | ||
| Q4 24 | $526.2M | $279.4M | ||
| Q3 24 | $404.0M | $248.1M | ||
| Q2 24 | $304.9M | $181.2M | ||
| Q1 24 | $161.6M | $173.4M |
自由现金流IRRPM
| Q4 25 | $461.5M | $296.4M | ||
| Q3 25 | $325.5M | $175.0M | ||
| Q2 25 | $210.4M | $78.2M | ||
| Q1 25 | $222.7M | $33.3M | ||
| Q4 24 | $490.9M | $229.5M | ||
| Q3 24 | $374.3M | $197.3M | ||
| Q2 24 | $283.1M | $105.3M | ||
| Q1 24 | $99.3M | $124.6M |
自由现金流率IRRPM
| Q4 25 | 22.1% | 15.5% | ||
| Q3 25 | 16.6% | 8.3% | ||
| Q2 25 | 11.1% | 3.8% | ||
| Q1 25 | 13.0% | 2.3% | ||
| Q4 24 | 25.9% | 12.4% | ||
| Q3 24 | 20.1% | 10.0% | ||
| Q2 24 | 15.7% | 5.2% | ||
| Q1 24 | 5.9% | 8.2% |
资本支出强度IRRPM
| Q4 25 | 1.8% | 2.6% | ||
| Q3 25 | 1.5% | 3.0% | ||
| Q2 25 | 1.9% | 3.4% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 1.9% | 2.7% | ||
| Q3 24 | 1.6% | 2.6% | ||
| Q2 24 | 1.2% | 3.8% | ||
| Q1 24 | 3.7% | 3.2% |
现金转化率IRRPM
| Q4 25 | 1.88× | 2.14× | ||
| Q3 25 | 1.45× | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | 1.37× | 1.76× | ||
| Q4 24 | 2.29× | 1.53× | ||
| Q3 24 | 1.82× | 1.09× | ||
| Q2 24 | 1.65× | 1.00× | ||
| Q1 24 | 0.80× | 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
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
