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JELD-WEN Holding, Inc.（JELD）与RPC INC（RES）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是RPC INC的1.9倍（$802.0M vs $425.8M），RPC INC净利率更高（-0.7% vs -5.2%，领先4.5%），RPC INC同比增速更快（27.0% vs -10.5%），RPC INC自由现金流更多（$31.2M vs $3.4M），过去两年RPC INC的营收复合增速更高（6.2% 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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
JELD vs RES — 直观对比
营收规模更大
JELD
是对方的1.9倍
$425.8M
营收增速更快
RES
高出37.4%
-10.5%
净利率更高
RES
高出4.5%
-5.2%
自由现金流更多
RES
多$27.8M
$3.4M
两年增速更快
RES
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $425.8M |
| 净利润 | $-41.9M | $-3.1M |
| 毛利率 | 14.7% | 21.0% |
| 营业利润率 | -1.8% | -0.9% |
| 净利率 | -5.2% | -0.7% |
| 营收同比 | -10.5% | 27.0% |
| 净利润同比 | 38.7% | -124.0% |
| 每股收益（稀释后） | $-0.50 | $-0.02 |
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JELDRES
| Q4 25 | $802.0M | $425.8M | ||
| Q3 25 | $809.5M | $447.1M | ||
| Q2 25 | $823.7M | $420.8M | ||
| Q1 25 | $776.0M | $332.9M | ||
| Q4 24 | $895.7M | $335.4M | ||
| Q3 24 | $934.7M | $337.7M | ||
| Q2 24 | $986.0M | $364.2M | ||
| Q1 24 | $959.1M | $377.8M |
净利润JELDRES
| Q4 25 | $-41.9M | $-3.1M | ||
| Q3 25 | $-367.6M | $13.0M | ||
| Q2 25 | $-21.5M | $10.1M | ||
| Q1 25 | $-190.1M | $12.0M | ||
| Q4 24 | $-68.4M | $12.8M | ||
| Q3 24 | $-74.4M | $18.8M | ||
| Q2 24 | $-18.5M | $32.4M | ||
| Q1 24 | $-27.7M | $27.5M |
毛利率JELDRES
| Q4 25 | 14.7% | 21.0% | ||
| Q3 25 | 17.4% | 25.1% | ||
| Q2 25 | 17.4% | 24.5% | ||
| Q1 25 | 14.4% | 26.7% | ||
| Q4 24 | 16.4% | 25.4% | ||
| Q3 24 | 19.2% | 26.7% | ||
| Q2 24 | 19.3% | 28.0% | ||
| Q1 24 | 18.0% | 26.8% |
营业利润率JELDRES
| Q4 25 | -1.8% | -0.9% | ||
| Q3 25 | -25.0% | 4.7% | ||
| Q2 25 | -1.7% | 3.7% | ||
| Q1 25 | -23.8% | 3.7% | ||
| Q4 24 | -5.7% | 3.1% | ||
| Q3 24 | -5.6% | 5.7% | ||
| Q2 24 | 0.5% | 9.7% | ||
| Q1 24 | -2.9% | 8.6% |
净利率JELDRES
| Q4 25 | -5.2% | -0.7% | ||
| Q3 25 | -45.4% | 2.9% | ||
| Q2 25 | -2.6% | 2.4% | ||
| Q1 25 | -24.5% | 3.6% | ||
| Q4 24 | -7.6% | 3.8% | ||
| Q3 24 | -8.0% | 5.6% | ||
| Q2 24 | -1.9% | 8.9% | ||
| Q1 24 | -2.9% | 7.3% |
每股收益（稀释后）JELDRES
| Q4 25 | $-0.50 | $-0.02 | ||
| Q3 25 | $-4.30 | $0.06 | ||
| Q2 25 | $-0.25 | $0.05 | ||
| Q1 25 | $-2.24 | $0.06 | ||
| Q4 24 | $-0.80 | $0.06 | ||
| Q3 24 | $-0.88 | $0.09 | ||
| Q2 24 | $-0.22 | $0.15 | ||
| Q1 24 | $-0.32 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $92.2M | $1.1B |
| 总资产 | $2.1B | $1.5B |
| 负债/权益比越低杠杆越低 | 12.47× | — |
8季度趋势，按日历期对齐
现金及短期投资JELDRES
| Q4 25 | $136.1M | $210.0M | ||
| Q3 25 | $106.7M | $163.5M | ||
| Q2 25 | $134.1M | $162.1M | ||
| Q1 25 | $132.5M | $326.7M | ||
| Q4 24 | $150.3M | $326.0M | ||
| Q3 24 | $208.5M | $276.9M | ||
| Q2 24 | $212.8M | $261.5M | ||
| Q1 24 | $234.5M | $212.2M |
总债务JELDRES
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益JELDRES
| Q4 25 | $92.2M | $1.1B | ||
| Q3 25 | $113.9M | $1.1B | ||
| Q2 25 | $477.1M | $1.1B | ||
| Q1 25 | $452.1M | $1.1B | ||
| Q4 24 | $620.1M | $1.1B | ||
| Q3 24 | $720.3M | $1.1B | ||
| Q2 24 | $770.0M | $1.1B | ||
| Q1 24 | $811.5M | $1.0B |
总资产JELDRES
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.8B | $1.3B | ||
| Q2 24 | $2.9B | $1.3B | ||
| Q1 24 | $2.9B | $1.3B |
负债/权益比JELDRES
| Q4 25 | 12.47× | — | ||
| Q3 25 | 10.14× | — | ||
| Q2 25 | 2.42× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.46× | — |
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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $31.2M |
| 自由现金流率自由现金流/营收 | 0.4% | 7.3% |
| 资本支出强度资本支出/营收 | 3.7% | 7.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-124.6M | $52.9M |
8季度趋势，按日历期对齐
经营现金流JELDRES
| Q4 25 | $32.8M | $61.9M | ||
| Q3 25 | $11.2M | $46.5M | ||
| Q2 25 | $34.6M | $53.1M | ||
| Q1 25 | $-83.5M | $39.9M | ||
| Q4 24 | $28.2M | $94.2M | ||
| Q3 24 | $37.6M | $70.7M | ||
| Q2 24 | $51.4M | $127.9M | ||
| Q1 24 | $-11.0M | $56.6M |
自由现金流JELDRES
| Q4 25 | $3.4M | $31.2M | ||
| Q3 25 | $-13.1M | $4.1M | ||
| Q2 25 | $5.3M | $10.0M | ||
| Q1 25 | $-120.3M | $7.6M | ||
| Q4 24 | $-23.9M | $53.7M | ||
| Q3 24 | $-4.3M | $19.1M | ||
| Q2 24 | $14.7M | $52.9M | ||
| Q1 24 | $-42.2M | $3.8M |
自由现金流率JELDRES
| Q4 25 | 0.4% | 7.3% | ||
| Q3 25 | -1.6% | 0.9% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | -15.5% | 2.3% | ||
| Q4 24 | -2.7% | 16.0% | ||
| Q3 24 | -0.5% | 5.6% | ||
| Q2 24 | 1.5% | 14.5% | ||
| Q1 24 | -4.4% | 1.0% |
资本支出强度JELDRES
| Q4 25 | 3.7% | 7.2% | ||
| Q3 25 | 3.0% | 9.5% | ||
| Q2 25 | 3.6% | 10.2% | ||
| Q1 25 | 4.7% | 9.7% | ||
| Q4 24 | 5.8% | 12.1% | ||
| Q3 24 | 4.5% | 15.3% | ||
| Q2 24 | 3.7% | 20.6% | ||
| Q1 24 | 3.3% | 14.0% |
现金转化率JELDRES
| Q4 25 | — | — | ||
| Q3 25 | — | 3.59× | ||
| Q2 25 | — | 5.23× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 7.38× | ||
| Q3 24 | — | 3.76× | ||
| Q2 24 | — | 3.95× | ||
| Q1 24 | — | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
