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LKQ Corporation（LKQ）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
LKQ Corporation的季度营收约是RPM INTERNATIONAL INC的1.8倍（$3.5B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 2.3%，领先6.2%），LKQ Corporation同比增速更快（4.3% vs 3.5%），LKQ Corporation自由现金流更多（$700.0M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -3.3%）
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
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。
LKQ vs RPM — 直观对比
营收规模更大
LKQ
是对方的1.8倍
$1.9B
营收增速更快
LKQ
高出0.8%
3.5%
净利率更高
RPM
高出6.2%
2.3%
自由现金流更多
LKQ
多$403.6M
$296.4M
两年增速更快
RPM
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $1.9B |
| 净利润 | $79.0M | $161.2M |
| 毛利率 | 38.4% | 40.8% |
| 营业利润率 | 6.3% | 11.0% |
| 净利率 | 2.3% | 8.4% |
| 营收同比 | 4.3% | 3.5% |
| 净利润同比 | -53.3% | -12.0% |
| 每股收益（稀释后） | — | $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LKQRPM
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.0B | $1.9B | ||
| Q3 25 | $3.5B | $2.1B | ||
| Q2 25 | $3.6B | $2.1B | ||
| Q1 25 | $3.5B | $1.5B | ||
| Q4 24 | $3.4B | $1.8B | ||
| Q3 24 | $3.6B | $2.0B | ||
| Q2 24 | $3.7B | $2.0B |
净利润LKQRPM
| Q1 26 | $79.0M | — | ||
| Q4 25 | $66.0M | $161.2M | ||
| Q3 25 | $180.0M | $227.6M | ||
| Q2 25 | $193.0M | $225.8M | ||
| Q1 25 | $169.0M | $52.0M | ||
| Q4 24 | $157.0M | $183.2M | ||
| Q3 24 | $192.0M | $227.7M | ||
| Q2 24 | $186.0M | $180.6M |
毛利率LKQRPM
| Q1 26 | 38.4% | — | ||
| Q4 25 | 37.2% | 40.8% | ||
| Q3 25 | 38.3% | 42.3% | ||
| Q2 25 | 38.8% | 42.4% | ||
| Q1 25 | 39.8% | 38.4% | ||
| Q4 24 | 39.5% | 41.4% | ||
| Q3 24 | 38.9% | 42.5% | ||
| Q2 24 | 38.8% | 41.4% |
营业利润率LKQRPM
| Q1 26 | 6.3% | — | ||
| Q4 25 | 3.9% | 11.0% | ||
| Q3 25 | 7.8% | 14.1% | ||
| Q2 25 | 8.6% | 11.9% | ||
| Q1 25 | 8.3% | 2.8% | ||
| Q4 24 | 8.1% | 11.5% | ||
| Q3 24 | 8.6% | 14.8% | ||
| Q2 24 | 8.9% | 11.9% |
净利率LKQRPM
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.2% | 8.4% | ||
| Q3 25 | 5.1% | 10.8% | ||
| Q2 25 | 5.3% | 10.8% | ||
| Q1 25 | 4.9% | 3.5% | ||
| Q4 24 | 4.7% | 9.9% | ||
| Q3 24 | 5.4% | 11.6% | ||
| Q2 24 | 5.0% | 9.0% |
每股收益（稀释后）LKQRPM
| Q1 26 | — | — | ||
| Q4 25 | $0.25 | $1.26 | ||
| Q3 25 | $0.70 | $1.77 | ||
| Q2 25 | $0.75 | $1.76 | ||
| Q1 25 | $0.65 | $0.40 | ||
| Q4 24 | $0.60 | $1.42 | ||
| Q3 24 | $0.73 | $1.77 | ||
| Q2 24 | $0.70 | $1.40 |
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 | $335.0M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $6.5B | $3.1B |
| 总资产 | $15.1B | $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LKQRPM
| Q1 26 | $335.0M | — | ||
| Q4 25 | $319.0M | $316.6M | ||
| Q3 25 | $289.0M | $297.1M | ||
| Q2 25 | $289.0M | $302.1M | ||
| Q1 25 | $227.0M | $241.9M | ||
| Q4 24 | $234.0M | $268.7M | ||
| Q3 24 | $353.0M | $231.6M | ||
| Q2 24 | $276.0M | $237.4M |
总债务LKQRPM
| Q1 26 | — | — | ||
| 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 |
股东权益LKQRPM
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.5B | $3.1B | ||
| Q3 25 | $6.6B | $3.1B | ||
| Q2 25 | $6.5B | $2.9B | ||
| Q1 25 | $6.2B | $2.7B | ||
| Q4 24 | $6.0B | $2.7B | ||
| Q3 24 | $6.2B | $2.6B | ||
| Q2 24 | $6.1B | $2.5B |
总资产LKQRPM
| Q1 26 | $15.1B | — | ||
| Q4 25 | $15.1B | $7.9B | ||
| Q3 25 | $15.6B | $7.9B | ||
| Q2 25 | $15.9B | $7.8B | ||
| Q1 25 | $15.5B | $6.6B | ||
| Q4 24 | $15.0B | $6.7B | ||
| Q3 24 | $15.5B | $6.6B | ||
| Q2 24 | $15.2B | $6.6B |
负债/权益比LKQRPM
| Q1 26 | — | — | ||
| 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× |
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 | $-56.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $700.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 20.2% | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | -0.71× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $582.9M |
8季度趋势，按日历期对齐
经营现金流LKQRPM
| Q1 26 | $-56.0M | — | ||
| Q4 25 | $330.0M | $345.7M | ||
| Q3 25 | $440.0M | $237.5M | ||
| Q2 25 | $296.0M | $149.2M | ||
| Q1 25 | $-3.0M | $91.5M | ||
| Q4 24 | $235.0M | $279.4M | ||
| Q3 24 | $420.0M | $248.1M | ||
| Q2 24 | $213.0M | $181.2M |
自由现金流LKQRPM
| Q1 26 | $700.0M | — | ||
| Q4 25 | $274.0M | $296.4M | ||
| Q3 25 | $387.0M | $175.0M | ||
| Q2 25 | $243.0M | $78.2M | ||
| Q1 25 | $-57.0M | $33.3M | ||
| Q4 24 | $149.0M | $229.5M | ||
| Q3 24 | $341.0M | $197.3M | ||
| Q2 24 | $133.0M | $105.3M |
自由现金流率LKQRPM
| Q1 26 | 20.2% | — | ||
| Q4 25 | 9.0% | 15.5% | ||
| Q3 25 | 11.1% | 8.3% | ||
| Q2 25 | 6.7% | 3.8% | ||
| Q1 25 | -1.6% | 2.3% | ||
| Q4 24 | 4.4% | 12.4% | ||
| Q3 24 | 9.5% | 10.0% | ||
| Q2 24 | 3.6% | 5.2% |
资本支出强度LKQRPM
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 2.6% | ||
| Q3 25 | 1.5% | 3.0% | ||
| Q2 25 | 1.5% | 3.4% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | 2.2% | 2.6% | ||
| Q2 24 | 2.2% | 3.8% |
现金转化率LKQRPM
| Q1 26 | -0.71× | — | ||
| Q4 25 | 5.00× | 2.14× | ||
| Q3 25 | 2.44× | 1.04× | ||
| Q2 25 | 1.53× | 0.66× | ||
| Q1 25 | -0.02× | 1.76× | ||
| Q4 24 | 1.50× | 1.53× | ||
| Q3 24 | 2.19× | 1.09× | ||
| Q2 24 | 1.15× | 1.00× |
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
LKQ
| Europe | $1.6B | 46% |
| North America | $1.3B | 39% |
| Specialty | $408.0M | 12% |
| Other | $107.0M | 3% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
