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JELD-WEN Holding, Inc.（JELD）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是JELD-WEN Holding, Inc.的1.5倍（$1.2B vs $802.0M），利氏兄弟拍卖行净利率更高（9.1% vs -5.2%，领先14.3%），利氏兄弟拍卖行同比增速更快（5.4% vs -10.5%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $3.4M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% vs -8.6%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
JELD vs RBA — 直观对比
营收规模更大
RBA
是对方的1.5倍
$802.0M
营收增速更快
RBA
高出15.9%
-10.5%
净利率更高
RBA
高出14.3%
-5.2%
自由现金流更多
RBA
多$183.1M
$3.4M
两年增速更快
RBA
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $1.2B |
| 净利润 | $-41.9M | $109.7M |
| 毛利率 | 14.7% | — |
| 营业利润率 | -1.8% | 14.7% |
| 净利率 | -5.2% | 9.1% |
| 营收同比 | -10.5% | 5.4% |
| 净利润同比 | 38.7% | -7.4% |
| 每股收益（稀释后） | $-0.50 | $0.53 |
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JELDRBA
| Q4 25 | $802.0M | $1.2B | ||
| Q3 25 | $809.5M | $1.1B | ||
| Q2 25 | $823.7M | $1.2B | ||
| Q1 25 | $776.0M | $1.1B | ||
| Q4 24 | $895.7M | $1.1B | ||
| Q3 24 | $934.7M | $981.8M | ||
| Q2 24 | $986.0M | $1.1B | ||
| Q1 24 | $959.1M | $1.1B |
净利润JELDRBA
| Q4 25 | $-41.9M | $109.7M | ||
| Q3 25 | $-367.6M | $95.5M | ||
| Q2 25 | $-21.5M | $109.8M | ||
| Q1 25 | $-190.1M | $113.4M | ||
| Q4 24 | $-68.4M | $118.5M | ||
| Q3 24 | $-74.4M | $76.1M | ||
| Q2 24 | $-18.5M | $111.1M | ||
| Q1 24 | $-27.7M | $107.4M |
毛利率JELDRBA
| Q4 25 | 14.7% | — | ||
| Q3 25 | 17.4% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 19.3% | — | ||
| Q1 24 | 18.0% | — |
营业利润率JELDRBA
| Q4 25 | -1.8% | 14.7% | ||
| Q3 25 | -25.0% | 14.5% | ||
| Q2 25 | -1.7% | 15.9% | ||
| Q1 25 | -23.8% | 17.1% | ||
| Q4 24 | -5.7% | 18.1% | ||
| Q3 24 | -5.6% | 15.6% | ||
| Q2 24 | 0.5% | 18.4% | ||
| Q1 24 | -2.9% | 18.7% |
净利率JELDRBA
| Q4 25 | -5.2% | 9.1% | ||
| Q3 25 | -45.4% | 8.7% | ||
| Q2 25 | -2.6% | 9.3% | ||
| Q1 25 | -24.5% | 10.2% | ||
| Q4 24 | -7.6% | 10.4% | ||
| Q3 24 | -8.0% | 7.8% | ||
| Q2 24 | -1.9% | 10.1% | ||
| Q1 24 | -2.9% | 10.1% |
每股收益（稀释后）JELDRBA
| Q4 25 | $-0.50 | $0.53 | ||
| Q3 25 | $-4.30 | $0.43 | ||
| Q2 25 | $-0.25 | $0.53 | ||
| Q1 25 | $-2.24 | $0.55 | ||
| Q4 24 | $-0.80 | $0.58 | ||
| Q3 24 | $-0.88 | $0.36 | ||
| Q2 24 | $-0.22 | $0.54 | ||
| Q1 24 | $-0.32 | $0.53 |
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 | $136.1M | $531.5M |
| 总债务越低越好 | $1.1B | $2.3B |
| 股东权益账面价值 | $92.2M | $5.6B |
| 总资产 | $2.1B | $12.1B |
| 负债/权益比越低杠杆越低 | 12.47× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资JELDRBA
| Q4 25 | $136.1M | $531.5M | ||
| Q3 25 | $106.7M | $674.7M | ||
| Q2 25 | $134.1M | $710.2M | ||
| Q1 25 | $132.5M | $578.1M | ||
| Q4 24 | $150.3M | $533.9M | ||
| Q3 24 | $208.5M | $650.7M | ||
| Q2 24 | $212.8M | $599.5M | ||
| Q1 24 | $234.5M | $462.8M |
总债务JELDRBA
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.2B | $2.6B | ||
| Q4 24 | $1.2B | $2.6B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.2B | $2.8B | ||
| Q1 24 | $1.2B | $2.9B |
股东权益JELDRBA
| Q4 25 | $92.2M | $5.6B | ||
| Q3 25 | $113.9M | $5.5B | ||
| Q2 25 | $477.1M | $5.5B | ||
| Q1 25 | $452.1M | $5.3B | ||
| Q4 24 | $620.1M | $5.2B | ||
| Q3 24 | $720.3M | $5.2B | ||
| Q2 24 | $770.0M | $5.2B | ||
| Q1 24 | $811.5M | $5.1B |
总资产JELDRBA
| Q4 25 | $2.1B | $12.1B | ||
| Q3 25 | $2.2B | $12.2B | ||
| Q2 25 | $2.5B | $12.2B | ||
| Q1 25 | $2.4B | $11.9B | ||
| Q4 24 | $2.6B | $11.8B | ||
| Q3 24 | $2.8B | $11.9B | ||
| Q2 24 | $2.9B | $12.1B | ||
| Q1 24 | $2.9B | $12.0B |
负债/权益比JELDRBA
| Q4 25 | 12.47× | 0.42× | ||
| Q3 25 | 10.14× | 0.47× | ||
| Q2 25 | 2.42× | 0.47× | ||
| Q1 25 | 2.56× | 0.50× | ||
| Q4 24 | 1.86× | 0.50× | ||
| Q3 24 | 1.64× | 0.52× | ||
| Q2 24 | 1.53× | 0.55× | ||
| Q1 24 | 1.46× | 0.58× |
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 | $32.8M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $186.5M |
| 自由现金流率自由现金流/营收 | 0.4% | 15.5% |
| 资本支出强度资本支出/营收 | 3.7% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $-124.6M | $719.2M |
8季度趋势，按日历期对齐
经营现金流JELDRBA
| Q4 25 | $32.8M | $255.2M | ||
| Q3 25 | $11.2M | $239.7M | ||
| Q2 25 | $34.6M | $326.5M | ||
| Q1 25 | $-83.5M | $156.8M | ||
| Q4 24 | $28.2M | $184.5M | ||
| Q3 24 | $37.6M | $285.4M | ||
| Q2 24 | $51.4M | $337.3M | ||
| Q1 24 | $-11.0M | $124.8M |
自由现金流JELDRBA
| Q4 25 | $3.4M | $186.5M | ||
| Q3 25 | $-13.1M | $188.5M | ||
| Q2 25 | $5.3M | $241.7M | ||
| Q1 25 | $-120.3M | $102.5M | ||
| Q4 24 | $-23.9M | $127.9M | ||
| Q3 24 | $-4.3M | $248.5M | ||
| Q2 24 | $14.7M | $308.6M | ||
| Q1 24 | $-42.2M | $79.6M |
自由现金流率JELDRBA
| Q4 25 | 0.4% | 15.5% | ||
| Q3 25 | -1.6% | 17.3% | ||
| Q2 25 | 0.6% | 20.4% | ||
| Q1 25 | -15.5% | 9.2% | ||
| Q4 24 | -2.7% | 11.2% | ||
| Q3 24 | -0.5% | 25.3% | ||
| Q2 24 | 1.5% | 28.2% | ||
| Q1 24 | -4.4% | 7.5% |
资本支出强度JELDRBA
| Q4 25 | 3.7% | 5.7% | ||
| Q3 25 | 3.0% | 4.7% | ||
| Q2 25 | 3.6% | 7.2% | ||
| Q1 25 | 4.7% | 4.9% | ||
| Q4 24 | 5.8% | 5.0% | ||
| Q3 24 | 4.5% | 3.8% | ||
| Q2 24 | 3.7% | 2.6% | ||
| Q1 24 | 3.3% | 4.2% |
现金转化率JELDRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | — | 3.04× | ||
| Q1 24 | — | 1.16× |
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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
