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JELD-WEN Holding, Inc.（JELD）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.3倍（$802.0M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs -5.2%，领先39.7%），Royalty Pharma plc同比增速更快（4.8% vs -10.5%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
JELD vs RPRX — 直观对比
营收规模更大
JELD
是对方的1.3倍
$622.0M
营收增速更快
RPRX
高出15.2%
-10.5%
净利率更高
RPRX
高出39.7%
-5.2%
两年增速更快
RPRX
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $622.0M |
| 净利润 | $-41.9M | $214.2M |
| 毛利率 | 14.7% | — |
| 营业利润率 | -1.8% | 62.4% |
| 净利率 | -5.2% | 34.4% |
| 营收同比 | -10.5% | 4.8% |
| 净利润同比 | 38.7% | 2.9% |
| 每股收益（稀释后） | $-0.50 | $0.49 |
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JELDRPRX
| Q4 25 | $802.0M | $622.0M | ||
| Q3 25 | $809.5M | $609.3M | ||
| Q2 25 | $823.7M | $578.7M | ||
| Q1 25 | $776.0M | $568.2M | ||
| Q4 24 | $895.7M | $593.6M | ||
| Q3 24 | $934.7M | $564.7M | ||
| Q2 24 | $986.0M | $537.3M | ||
| Q1 24 | $959.1M | $568.0M |
净利润JELDRPRX
| Q4 25 | $-41.9M | $214.2M | ||
| Q3 25 | $-367.6M | $288.2M | ||
| Q2 25 | $-21.5M | $30.2M | ||
| Q1 25 | $-190.1M | $238.3M | ||
| Q4 24 | $-68.4M | $208.2M | ||
| Q3 24 | $-74.4M | $544.0M | ||
| Q2 24 | $-18.5M | $102.0M | ||
| Q1 24 | $-27.7M | $4.8M |
毛利率JELDRPRX
| 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JELDRPRX
| Q4 25 | -1.8% | 62.4% | ||
| Q3 25 | -25.0% | 70.1% | ||
| Q2 25 | -1.7% | 36.3% | ||
| Q1 25 | -23.8% | 94.0% | ||
| Q4 24 | -5.7% | 60.9% | ||
| Q3 24 | -5.6% | — | ||
| Q2 24 | 0.5% | 50.2% | ||
| Q1 24 | -2.9% | -13.0% |
净利率JELDRPRX
| Q4 25 | -5.2% | 34.4% | ||
| Q3 25 | -45.4% | 47.3% | ||
| Q2 25 | -2.6% | 5.2% | ||
| Q1 25 | -24.5% | 41.9% | ||
| Q4 24 | -7.6% | 35.1% | ||
| Q3 24 | -8.0% | 96.3% | ||
| Q2 24 | -1.9% | 19.0% | ||
| Q1 24 | -2.9% | 0.8% |
每股收益（稀释后）JELDRPRX
| Q4 25 | $-0.50 | $0.49 | ||
| Q3 25 | $-4.30 | $0.67 | ||
| Q2 25 | $-0.25 | $0.07 | ||
| Q1 25 | $-2.24 | $0.55 | ||
| Q4 24 | $-0.80 | $0.46 | ||
| Q3 24 | $-0.88 | $1.21 | ||
| Q2 24 | $-0.22 | $0.23 | ||
| Q1 24 | $-0.32 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $1.1B | $9.0B |
| 股东权益账面价值 | $92.2M | $9.7B |
| 总资产 | $2.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 12.47× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资JELDRPRX
| Q4 25 | $136.1M | $618.7M | ||
| Q3 25 | $106.7M | $938.9M | ||
| Q2 25 | $134.1M | $631.9M | ||
| Q1 25 | $132.5M | $1.1B | ||
| Q4 24 | $150.3M | $929.0M | ||
| Q3 24 | $208.5M | $950.1M | ||
| Q2 24 | $212.8M | $1.8B | ||
| Q1 24 | $234.5M | $843.0M |
总债务JELDRPRX
| Q4 25 | $1.1B | $9.0B | ||
| Q3 25 | $1.2B | $8.9B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $1.2B | $7.6B | ||
| Q4 24 | $1.2B | $7.6B | ||
| Q3 24 | $1.2B | $7.6B | ||
| Q2 24 | $1.2B | $7.6B | ||
| Q1 24 | $1.2B | $6.1B |
股东权益JELDRPRX
| Q4 25 | $92.2M | $9.7B | ||
| Q3 25 | $113.9M | $9.6B | ||
| Q2 25 | $477.1M | $9.5B | ||
| Q1 25 | $452.1M | $9.8B | ||
| Q4 24 | $620.1M | $10.3B | ||
| Q3 24 | $720.3M | $10.3B | ||
| Q2 24 | $770.0M | $9.8B | ||
| Q1 24 | $811.5M | $9.9B |
总资产JELDRPRX
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.2B | $19.3B | ||
| Q2 25 | $2.5B | $18.3B | ||
| Q1 25 | $2.4B | $17.6B | ||
| Q4 24 | $2.6B | $18.2B | ||
| Q3 24 | $2.8B | $18.0B | ||
| Q2 24 | $2.9B | $17.7B | ||
| Q1 24 | $2.9B | $16.1B |
负债/权益比JELDRPRX
| Q4 25 | 12.47× | 0.92× | ||
| Q3 25 | 10.14× | 0.93× | ||
| Q2 25 | 2.42× | 0.84× | ||
| Q1 25 | 2.56× | 0.78× | ||
| Q4 24 | 1.86× | 0.74× | ||
| Q3 24 | 1.64× | 0.74× | ||
| Q2 24 | 1.53× | 0.78× | ||
| Q1 24 | 1.46× | 0.62× |
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 | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | $-124.6M | — |
8季度趋势，按日历期对齐
经营现金流JELDRPRX
| Q4 25 | $32.8M | $827.1M | ||
| Q3 25 | $11.2M | $702.6M | ||
| Q2 25 | $34.6M | $364.0M | ||
| Q1 25 | $-83.5M | $596.1M | ||
| Q4 24 | $28.2M | $742.5M | ||
| Q3 24 | $37.6M | $703.6M | ||
| Q2 24 | $51.4M | $658.2M | ||
| Q1 24 | $-11.0M | $664.6M |
自由现金流JELDRPRX
| Q4 25 | $3.4M | — | ||
| Q3 25 | $-13.1M | — | ||
| Q2 25 | $5.3M | — | ||
| Q1 25 | $-120.3M | — | ||
| Q4 24 | $-23.9M | — | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $14.7M | — | ||
| Q1 24 | $-42.2M | — |
自由现金流率JELDRPRX
| Q4 25 | 0.4% | — | ||
| Q3 25 | -1.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | -15.5% | — | ||
| Q4 24 | -2.7% | — | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | -4.4% | — |
资本支出强度JELDRPRX
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 3.3% | — |
现金转化率JELDRPRX
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
