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KB HOME（KBH）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KB HOME的1.1倍（$1.9B vs $1.7B），RPM INTERNATIONAL INC净利率更高（8.4% vs 6.0%，领先2.4%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -15.3%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $290.1M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 7.4%）
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
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。
KBH 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
RPM
高出18.8%
-15.3%
净利率更高
RPM
高出2.4%
6.0%
自由现金流更多
RPM
多$6.3M
$290.1M
两年增速更快
RPM
近两年复合增速
7.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $101.5M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 6.0% | 8.4% |
| 营收同比 | -15.3% | 3.5% |
| 净利润同比 | -46.7% | -12.0% |
| 每股收益（稀释后） | $1.55 | $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KBHRPM
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.5B | $1.5B |
净利润KBHRPM
| Q4 25 | $101.5M | $161.2M | ||
| Q3 25 | $109.8M | $227.6M | ||
| Q2 25 | $107.9M | $225.8M | ||
| Q1 25 | $109.6M | $52.0M | ||
| Q4 24 | $190.6M | $183.2M | ||
| Q3 24 | $157.3M | $227.7M | ||
| Q2 24 | $168.4M | $180.6M | ||
| Q1 24 | $138.7M | $61.2M |
毛利率KBHRPM
| 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KBHRPM
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 11.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 5.5% |
净利率KBHRPM
| Q4 25 | 6.0% | 8.4% | ||
| Q3 25 | 6.8% | 10.8% | ||
| Q2 25 | 7.1% | 10.8% | ||
| Q1 25 | 7.9% | 3.5% | ||
| Q4 24 | 9.5% | 9.9% | ||
| Q3 24 | 9.0% | 11.6% | ||
| Q2 24 | 9.9% | 9.0% | ||
| Q1 24 | 9.4% | 4.0% |
每股收益（稀释后）KBHRPM
| Q4 25 | $1.55 | $1.26 | ||
| Q3 25 | $1.61 | $1.77 | ||
| Q2 25 | $1.50 | $1.76 | ||
| Q1 25 | $1.49 | $0.40 | ||
| Q4 24 | $2.50 | $1.42 | ||
| Q3 24 | $2.04 | $1.77 | ||
| Q2 24 | $2.15 | $1.40 | ||
| Q1 24 | $1.76 | $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 | — | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.9B | $3.1B |
| 总资产 | $6.7B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资KBHRPM
| Q4 25 | — | $316.6M | ||
| Q3 25 | — | $297.1M | ||
| Q2 25 | — | $302.1M | ||
| Q1 25 | — | $241.9M | ||
| Q4 24 | — | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $237.4M | ||
| Q1 24 | — | $248.9M |
总债务KBHRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益KBHRPM
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $3.9B | $3.1B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $4.1B | $2.7B | ||
| Q4 24 | $4.1B | $2.7B | ||
| Q3 24 | $4.0B | $2.6B | ||
| Q2 24 | $4.0B | $2.5B | ||
| Q1 24 | $3.9B | $2.3B |
总资产KBHRPM
| Q4 25 | $6.7B | $7.9B | ||
| Q3 25 | $7.0B | $7.9B | ||
| Q2 25 | $7.0B | $7.8B | ||
| Q1 25 | $7.0B | $6.6B | ||
| Q4 24 | $6.9B | $6.7B | ||
| Q3 24 | $6.8B | $6.6B | ||
| Q2 24 | $6.8B | $6.6B | ||
| Q1 24 | $6.7B | $6.4B |
负债/权益比KBHRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 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 | $303.8M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $290.1M | $296.4M |
| 自由现金流率自由现金流/营收 | 17.1% | 15.5% |
| 资本支出强度资本支出/营收 | 0.8% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.99× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $287.3M | $582.9M |
8季度趋势，按日历期对齐
经营现金流KBHRPM
| Q4 25 | $303.8M | $345.7M | ||
| Q3 25 | $197.7M | $237.5M | ||
| Q2 25 | $168.4M | $149.2M | ||
| Q1 25 | $-334.3M | $91.5M | ||
| Q4 24 | $362.6M | $279.4M | ||
| Q3 24 | $-89.9M | $248.1M | ||
| Q2 24 | $61.5M | $181.2M | ||
| Q1 24 | $28.5M | $173.4M |
自由现金流KBHRPM
| Q4 25 | $290.1M | $296.4M | ||
| Q3 25 | $185.8M | $175.0M | ||
| Q2 25 | $156.9M | $78.2M | ||
| Q1 25 | $-345.5M | $33.3M | ||
| Q4 24 | $352.6M | $229.5M | ||
| Q3 24 | $-99.4M | $197.3M | ||
| Q2 24 | $51.2M | $105.3M | ||
| Q1 24 | $19.1M | $124.6M |
自由现金流率KBHRPM
| Q4 25 | 17.1% | 15.5% | ||
| Q3 25 | 11.5% | 8.3% | ||
| Q2 25 | 10.3% | 3.8% | ||
| Q1 25 | -24.8% | 2.3% | ||
| Q4 24 | 17.6% | 12.4% | ||
| Q3 24 | -5.7% | 10.0% | ||
| Q2 24 | 3.0% | 5.2% | ||
| Q1 24 | 1.3% | 8.2% |
资本支出强度KBHRPM
| Q4 25 | 0.8% | 2.6% | ||
| Q3 25 | 0.7% | 3.0% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.8% | 3.9% | ||
| Q4 24 | 0.5% | 2.7% | ||
| Q3 24 | 0.5% | 2.6% | ||
| Q2 24 | 0.6% | 3.8% | ||
| Q1 24 | 0.6% | 3.2% |
现金转化率KBHRPM
| Q4 25 | 2.99× | 2.14× | ||
| Q3 25 | 1.80× | 1.04× | ||
| Q2 25 | 1.56× | 0.66× | ||
| Q1 25 | -3.05× | 1.76× | ||
| Q4 24 | 1.90× | 1.53× | ||
| Q3 24 | -0.57× | 1.09× | ||
| Q2 24 | 0.37× | 1.00× | ||
| Q1 24 | 0.21× | 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
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
