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李维斯（LEVI）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的季度营收约是李维斯的1.1倍（$1.9B vs $1.8B），李维斯净利率更高（8.9% vs 8.4%，领先0.5%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -4.0%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $215.7M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 6.5%）
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
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。
LEVI vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.8B
营收增速更快
RPM
高出7.5%
-4.0%
净利率更高
LEVI
高出0.5%
8.4%
自由现金流更多
RPM
多$80.7M
$215.7M
两年增速更快
RPM
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.9B |
| 净利润 | $158.0M | $161.2M |
| 毛利率 | 60.8% | 40.8% |
| 营业利润率 | 11.9% | 11.0% |
| 净利率 | 8.9% | 8.4% |
| 营收同比 | -4.0% | 3.5% |
| 净利润同比 | -13.4% | -12.0% |
| 每股收益（稀释后） | $0.39 | $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LEVIRPM
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润LEVIRPM
| Q4 25 | $158.0M | $161.2M | ||
| Q3 25 | $218.1M | $227.6M | ||
| Q2 25 | $67.0M | $225.8M | ||
| Q1 25 | $135.0M | $52.0M | ||
| Q4 24 | $182.5M | $183.2M | ||
| Q3 24 | $20.7M | $227.7M | ||
| Q2 24 | $18.0M | $180.6M | ||
| Q1 24 | $-10.6M | $61.2M |
毛利率LEVIRPM
| Q4 25 | 60.8% | 40.8% | ||
| Q3 25 | 61.7% | 42.3% | ||
| Q2 25 | 62.6% | 42.4% | ||
| Q1 25 | 62.1% | 38.4% | ||
| Q4 24 | 61.3% | 41.4% | ||
| Q3 24 | 60.0% | 42.5% | ||
| Q2 24 | 60.5% | 41.4% | ||
| Q1 24 | 58.2% | 39.9% |
营业利润率LEVIRPM
| Q4 25 | 11.9% | 11.0% | ||
| Q3 25 | 10.8% | 14.1% | ||
| Q2 25 | 7.5% | 11.9% | ||
| Q1 25 | 12.5% | 2.8% | ||
| Q4 24 | 11.5% | 11.5% | ||
| Q3 24 | 2.0% | 14.8% | ||
| Q2 24 | 1.5% | 11.9% | ||
| Q1 24 | -0.0% | 5.5% |
净利率LEVIRPM
| Q4 25 | 8.9% | 8.4% | ||
| Q3 25 | 14.1% | 10.8% | ||
| Q2 25 | 4.6% | 10.8% | ||
| Q1 25 | 8.8% | 3.5% | ||
| Q4 24 | 9.9% | 9.9% | ||
| Q3 24 | 1.4% | 11.6% | ||
| Q2 24 | 1.2% | 9.0% | ||
| Q1 24 | -0.7% | 4.0% |
每股收益（稀释后）LEVIRPM
| Q4 25 | $0.39 | $1.26 | ||
| Q3 25 | $0.55 | $1.77 | ||
| Q2 25 | $0.17 | $1.76 | ||
| Q1 25 | $0.34 | $0.40 | ||
| Q4 24 | $0.46 | $1.42 | ||
| Q3 24 | $0.05 | $1.77 | ||
| Q2 24 | $0.04 | $1.40 | ||
| Q1 24 | $-0.03 | $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 | $848.8M | $316.6M |
| 总债务越低越好 | $1.1B | $2.5B |
| 股东权益账面价值 | $2.3B | $3.1B |
| 总资产 | $6.8B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资LEVIRPM
| Q4 25 | $848.8M | $316.6M | ||
| Q3 25 | $707.5M | $297.1M | ||
| Q2 25 | $736.7M | $302.1M | ||
| Q1 25 | $574.4M | $241.9M | ||
| Q4 24 | $690.0M | $268.7M | ||
| Q3 24 | $577.1M | $231.6M | ||
| Q2 24 | $641.4M | $237.4M | ||
| Q1 24 | $516.7M | $248.9M |
总债务LEVIRPM
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.0B | $2.7B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $987.4M | $2.1B | ||
| Q4 24 | $994.0M | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.0B | $2.0B | ||
| Q1 24 | $1.0B | $2.2B |
股东权益LEVIRPM
| Q4 25 | $2.3B | $3.1B | ||
| Q3 25 | $2.2B | $3.1B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $1.9B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B | ||
| Q1 24 | $2.0B | $2.3B |
总资产LEVIRPM
| Q4 25 | $6.8B | $7.9B | ||
| Q3 25 | $6.7B | $7.9B | ||
| Q2 25 | $6.5B | $7.8B | ||
| Q1 25 | $6.2B | $6.6B | ||
| Q4 24 | $6.4B | $6.7B | ||
| Q3 24 | $6.3B | $6.6B | ||
| Q2 24 | $6.2B | $6.6B | ||
| Q1 24 | $6.0B | $6.4B |
负债/权益比LEVIRPM
| Q4 25 | 0.46× | 0.80× | ||
| Q3 25 | 0.48× | 0.87× | ||
| Q2 25 | 0.49× | 0.91× | ||
| Q1 25 | 0.49× | 0.78× | ||
| Q4 24 | 0.50× | 0.74× | ||
| Q3 24 | 0.54× | 0.77× | ||
| Q2 24 | 0.51× | 0.79× | ||
| Q1 24 | 0.51× | 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 | $266.8M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $215.7M | $296.4M |
| 自由现金流率自由现金流/营收 | 12.2% | 15.5% |
| 资本支出强度资本支出/营收 | 2.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.69× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $308.2M | $582.9M |
8季度趋势，按日历期对齐
经营现金流LEVIRPM
| Q4 25 | $266.8M | $345.7M | ||
| Q3 25 | $24.8M | $237.5M | ||
| Q2 25 | $185.5M | $149.2M | ||
| Q1 25 | $52.5M | $91.5M | ||
| Q4 24 | $297.3M | $279.4M | ||
| Q3 24 | $52.3M | $248.1M | ||
| Q2 24 | $262.8M | $181.2M | ||
| Q1 24 | $286.0M | $173.4M |
自由现金流LEVIRPM
| Q4 25 | $215.7M | $296.4M | ||
| Q3 25 | $-39.4M | $175.0M | ||
| Q2 25 | $146.0M | $78.2M | ||
| Q1 25 | $-14.1M | $33.3M | ||
| Q4 24 | $231.6M | $229.5M | ||
| Q3 24 | $2.3M | $197.3M | ||
| Q2 24 | $222.6M | $105.3M | ||
| Q1 24 | $214.4M | $124.6M |
自由现金流率LEVIRPM
| Q4 25 | 12.2% | 15.5% | ||
| Q3 25 | -2.6% | 8.3% | ||
| Q2 25 | 10.1% | 3.8% | ||
| Q1 25 | -0.9% | 2.3% | ||
| Q4 24 | 12.6% | 12.4% | ||
| Q3 24 | 0.2% | 10.0% | ||
| Q2 24 | 15.4% | 5.2% | ||
| Q1 24 | 13.8% | 8.2% |
资本支出强度LEVIRPM
| Q4 25 | 2.9% | 2.6% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 2.7% | 3.4% | ||
| Q1 25 | 4.4% | 3.9% | ||
| Q4 24 | 3.6% | 2.7% | ||
| Q3 24 | 3.3% | 2.6% | ||
| Q2 24 | 2.8% | 3.8% | ||
| Q1 24 | 4.6% | 3.2% |
现金转化率LEVIRPM
| Q4 25 | 1.69× | 2.14× | ||
| Q3 25 | 0.11× | 1.04× | ||
| Q2 25 | 2.77× | 0.66× | ||
| Q1 25 | 0.39× | 1.76× | ||
| Q4 24 | 1.63× | 1.53× | ||
| Q3 24 | 2.53× | 1.09× | ||
| Q2 24 | 14.60× | 1.00× | ||
| Q1 24 | — | 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
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
