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JAKKS PACIFIC INC（JAKK）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
JAKKS PACIFIC INC的季度营收约是RMR GROUP INC.的1.9倍（$127.1M vs $66.7M），RMR GROUP INC.净利率更高（18.3% vs -4.2%，领先22.5%），RMR GROUP INC.同比增速更快（40.8% vs -2.8%）
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
JAKK vs RMR — 直观对比
营收规模更大
JAKK
是对方的1.9倍
$66.7M
营收增速更快
RMR
高出43.5%
-2.8%
净利率更高
RMR
高出22.5%
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.1M | $66.7M |
| 净利润 | $-5.3M | $12.2M |
| 毛利率 | 31.0% | — |
| 营业利润率 | -6.8% | 48.1% |
| 净利率 | -4.2% | 18.3% |
| 营收同比 | -2.8% | 40.8% |
| 净利润同比 | 41.6% | 91.1% |
| 每股收益（稀释后） | $-0.46 | $0.71 |
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JAKKRMR
| Q4 25 | $127.1M | $66.7M | ||
| Q3 25 | $211.2M | — | ||
| Q2 25 | $119.1M | — | ||
| Q1 25 | $113.3M | — | ||
| Q4 24 | $130.7M | — | ||
| Q3 24 | $321.6M | — | ||
| Q2 24 | $148.6M | — | ||
| Q1 24 | $90.1M | — |
净利润JAKKRMR
| Q4 25 | $-5.3M | $12.2M | ||
| Q3 25 | $19.9M | — | ||
| Q2 25 | $-2.3M | — | ||
| Q1 25 | $-2.4M | — | ||
| Q4 24 | $-9.1M | — | ||
| Q3 24 | $52.3M | — | ||
| Q2 24 | $5.3M | — | ||
| Q1 24 | $-14.5M | — |
毛利率JAKKRMR
| Q4 25 | 31.0% | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 32.8% | — | ||
| Q1 25 | 34.4% | — | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 32.0% | — | ||
| Q1 24 | 23.4% | — |
营业利润率JAKKRMR
| Q4 25 | -6.8% | 48.1% | ||
| Q3 25 | 13.9% | — | ||
| Q2 25 | -2.3% | — | ||
| Q1 25 | -3.3% | — | ||
| Q4 24 | -11.3% | — | ||
| Q3 24 | 21.2% | — | ||
| Q2 24 | 5.1% | — | ||
| Q1 24 | -23.7% | — |
净利率JAKKRMR
| Q4 25 | -4.2% | 18.3% | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | -1.9% | — | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | -7.0% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -16.1% | — |
每股收益（稀释后）JAKKRMR
| Q4 25 | $-0.46 | $0.71 | ||
| Q3 25 | $1.74 | — | ||
| Q2 25 | $-0.21 | — | ||
| Q1 25 | $-0.21 | — | ||
| Q4 24 | $-0.70 | — | ||
| Q3 24 | $4.64 | — | ||
| Q2 24 | $0.47 | — | ||
| Q1 24 | $-1.27 | — |
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 | $52.2M | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.1M | $232.7M |
| 总资产 | $442.2M | $687.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JAKKRMR
| Q4 25 | $52.2M | $49.3M | ||
| Q3 25 | $25.9M | — | ||
| Q2 25 | $38.2M | — | ||
| Q1 25 | $59.2M | — | ||
| Q4 24 | $69.9M | — | ||
| Q3 24 | $22.1M | — | ||
| Q2 24 | $17.7M | — | ||
| Q1 24 | $35.3M | — |
股东权益JAKKRMR
| Q4 25 | $249.1M | $232.7M | ||
| Q3 25 | $255.9M | — | ||
| Q2 25 | $236.2M | — | ||
| Q1 25 | $234.5M | — | ||
| Q4 24 | $240.3M | — | ||
| Q3 24 | $249.6M | — | ||
| Q2 24 | $195.4M | — | ||
| Q1 24 | $187.7M | — |
总资产JAKKRMR
| Q4 25 | $442.2M | $687.1M | ||
| Q3 25 | $485.3M | — | ||
| Q2 25 | $438.7M | — | ||
| Q1 25 | $405.9M | — | ||
| Q4 24 | $444.9M | — | ||
| Q3 24 | $523.9M | — | ||
| Q2 24 | $378.3M | — | ||
| Q1 24 | $324.3M | — |
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 | $33.2M | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $31.5M | — |
| 自由现金流率自由现金流/营收 | 24.8% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | $-1.1M | — |
8季度趋势，按日历期对齐
经营现金流JAKKRMR
| Q4 25 | $33.2M | $10.7M | ||
| Q3 25 | $-8.8M | — | ||
| Q2 25 | $-14.2M | — | ||
| Q1 25 | $-1.7M | — | ||
| Q4 24 | $54.1M | — | ||
| Q3 24 | $12.5M | — | ||
| Q2 24 | $-14.8M | — | ||
| Q1 24 | $-12.9M | — |
自由现金流JAKKRMR
| Q4 25 | $31.5M | — | ||
| Q3 25 | $-12.2M | — | ||
| Q2 25 | $-16.6M | — | ||
| Q1 25 | $-3.8M | — | ||
| Q4 24 | $50.2M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $-17.2M | — | ||
| Q1 24 | $-15.1M | — |
自由现金流率JAKKRMR
| Q4 25 | 24.8% | — | ||
| Q3 25 | -5.8% | — | ||
| Q2 25 | -14.0% | — | ||
| Q1 25 | -3.3% | — | ||
| Q4 24 | 38.4% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | -11.6% | — | ||
| Q1 24 | -16.8% | — |
资本支出强度JAKKRMR
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 2.5% | — |
现金转化率JAKKRMR
| Q4 25 | — | 0.88× | ||
| Q3 25 | -0.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | -2.81× | — | ||
| Q1 24 | — | — |
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
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
