vs
景顺(IVZ)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的季度营收约是景顺的1.1倍($1.9B vs $1.7B),RPM INTERNATIONAL INC净利率更高(8.4% vs -58.9%,领先67.3%),景顺同比增速更快(6.2% vs 3.5%),景顺自由现金流更多($432.2M vs $296.4M),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs 7.1%)
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业,在全球20个国家设有分支机构,旗下运营景顺、Invesco Perpetual、PowerShares等品牌,普通股为标普500指数成分股,于纽约证券交易所挂牌交易。
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。
IVZ vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.7B
营收增速更快
IVZ
高出2.7%
3.5%
净利率更高
RPM
高出67.3%
-58.9%
自由现金流更多
IVZ
多$135.8M
$296.4M
两年增速更快
RPM
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $-995.9M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | -86.2% | 11.0% |
| 净利率 | -58.9% | 8.4% |
| 营收同比 | 6.2% | 3.5% |
| 净利润同比 | -575.8% | -12.0% |
| 每股收益(稀释后) | $-2.61 | $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
IVZ
RPM
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.5B | $1.5B |
净利润
IVZ
RPM
| Q4 25 | $-995.9M | $161.2M | ||
| Q3 25 | $356.4M | $227.6M | ||
| Q2 25 | $197.4M | $225.8M | ||
| Q1 25 | $171.1M | $52.0M | ||
| Q4 24 | $209.3M | $183.2M | ||
| Q3 24 | $55.0M | $227.7M | ||
| Q2 24 | $132.2M | $180.6M | ||
| Q1 24 | $141.5M | $61.2M |
毛利率
IVZ
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
IVZ
RPM
| Q4 25 | -86.2% | 11.0% | ||
| Q3 25 | 16.5% | 14.1% | ||
| Q2 25 | 14.1% | 11.9% | ||
| Q1 25 | 18.1% | 2.8% | ||
| Q4 24 | 19.6% | 11.5% | ||
| Q3 24 | 6.6% | 14.8% | ||
| Q2 24 | 13.9% | 11.9% | ||
| Q1 24 | 14.4% | 5.5% |
净利率
IVZ
RPM
| Q4 25 | -58.9% | 8.4% | ||
| Q3 25 | 21.7% | 10.8% | ||
| Q2 25 | 13.0% | 10.8% | ||
| Q1 25 | 11.2% | 3.5% | ||
| Q4 24 | 13.1% | 9.9% | ||
| Q3 24 | 3.6% | 11.6% | ||
| Q2 24 | 8.9% | 9.0% | ||
| Q1 24 | 9.6% | 4.0% |
每股收益(稀释后)
IVZ
RPM
| Q4 25 | $-2.61 | $1.26 | ||
| Q3 25 | $0.66 | $1.77 | ||
| Q2 25 | $-0.03 | $1.76 | ||
| Q1 25 | $0.38 | $0.40 | ||
| Q4 24 | $0.46 | $1.42 | ||
| Q3 24 | $0.12 | $1.77 | ||
| Q2 24 | $0.29 | $1.40 | ||
| Q1 24 | $0.31 | $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 | $1.0B | $316.6M |
| 总债务越低越好 | $1.8B | $2.5B |
| 股东权益账面价值 | $12.2B | $3.1B |
| 总资产 | $27.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.15× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
IVZ
RPM
| Q4 25 | $1.0B | $316.6M | ||
| Q3 25 | $973.1M | $297.1M | ||
| Q2 25 | $922.7M | $302.1M | ||
| Q1 25 | $821.7M | $241.9M | ||
| Q4 24 | $986.5M | $268.7M | ||
| Q3 24 | $1.0B | $231.6M | ||
| Q2 24 | $878.5M | $237.4M | ||
| Q1 24 | $895.7M | $248.9M |
总债务
IVZ
RPM
| Q4 25 | $1.8B | $2.5B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $964.8M | $2.1B | ||
| Q4 24 | $890.6M | $2.0B | ||
| Q3 24 | $890.3M | $2.0B | ||
| Q2 24 | $890.1M | $2.0B | ||
| Q1 24 | $1.3B | $2.2B |
股东权益
IVZ
RPM
| Q4 25 | $12.2B | $3.1B | ||
| Q3 25 | $14.0B | $3.1B | ||
| Q2 25 | $13.9B | $2.9B | ||
| Q1 25 | $14.7B | $2.7B | ||
| Q4 24 | $14.6B | $2.7B | ||
| Q3 24 | $14.8B | $2.6B | ||
| Q2 24 | $14.6B | $2.5B | ||
| Q1 24 | $14.6B | $2.3B |
总资产
IVZ
RPM
| Q4 25 | $27.1B | $7.9B | ||
| Q3 25 | $28.4B | $7.9B | ||
| Q2 25 | $28.5B | $7.8B | ||
| Q1 25 | $28.1B | $6.6B | ||
| Q4 24 | $27.0B | $6.7B | ||
| Q3 24 | $27.5B | $6.6B | ||
| Q2 24 | $27.2B | $6.6B | ||
| Q1 24 | $28.1B | $6.4B |
负债/权益比
IVZ
RPM
| Q4 25 | 0.15× | 0.80× | ||
| Q3 25 | 0.12× | 0.87× | ||
| Q2 25 | 0.14× | 0.91× | ||
| Q1 25 | 0.07× | 0.78× | ||
| Q4 24 | 0.06× | 0.74× | ||
| Q3 24 | 0.06× | 0.77× | ||
| Q2 24 | 0.06× | 0.79× | ||
| Q1 24 | 0.09× | 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 | $455.8M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $432.2M | $296.4M |
| 自由现金流率自由现金流/营收 | 25.5% | 15.5% |
| 资本支出强度资本支出/营收 | 1.4% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $582.9M |
8季度趋势,按日历期对齐
经营现金流
IVZ
RPM
| Q4 25 | $455.8M | $345.7M | ||
| Q3 25 | $606.2M | $237.5M | ||
| Q2 25 | $547.9M | $149.2M | ||
| Q1 25 | $-84.6M | $91.5M | ||
| Q4 24 | $316.9M | $279.4M | ||
| Q3 24 | $438.4M | $248.1M | ||
| Q2 24 | $489.1M | $181.2M | ||
| Q1 24 | $-54.4M | $173.4M |
自由现金流
IVZ
RPM
| Q4 25 | $432.2M | $296.4M | ||
| Q3 25 | $586.4M | $175.0M | ||
| Q2 25 | $530.4M | $78.2M | ||
| Q1 25 | $-108.0M | $33.3M | ||
| Q4 24 | $309.9M | $229.5M | ||
| Q3 24 | $410.0M | $197.3M | ||
| Q2 24 | $462.4M | $105.3M | ||
| Q1 24 | $-75.4M | $124.6M |
自由现金流率
IVZ
RPM
| Q4 25 | 25.5% | 15.5% | ||
| Q3 25 | 35.7% | 8.3% | ||
| Q2 25 | 35.0% | 3.8% | ||
| Q1 25 | -7.1% | 2.3% | ||
| Q4 24 | 19.5% | 12.4% | ||
| Q3 24 | 27.1% | 10.0% | ||
| Q2 24 | 31.2% | 5.2% | ||
| Q1 24 | -5.1% | 8.2% |
资本支出强度
IVZ
RPM
| Q4 25 | 1.4% | 2.6% | ||
| Q3 25 | 1.2% | 3.0% | ||
| Q2 25 | 1.2% | 3.4% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 0.4% | 2.7% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 1.8% | 3.8% | ||
| Q1 24 | 1.4% | 3.2% |
现金转化率
IVZ
RPM
| Q4 25 | — | 2.14× | ||
| Q3 25 | 1.70× | 1.04× | ||
| Q2 25 | 2.78× | 0.66× | ||
| Q1 25 | -0.49× | 1.76× | ||
| Q4 24 | 1.51× | 1.53× | ||
| Q3 24 | 7.97× | 1.09× | ||
| Q2 24 | 3.70× | 1.00× | ||
| Q1 24 | -0.38× | 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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |