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蓝威斯顿（LW）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的季度营收约是蓝威斯顿的1.2倍（$1.9B vs $1.6B），RPM INTERNATIONAL INC净利率更高（8.4% vs 3.5%，领先5.0%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 2.9%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-36.3M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -1.5%）
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs RPM — 直观对比
营收规模更大
RPM
是对方的1.2倍
$1.6B
营收增速更快
RPM
高出0.6%
2.9%
净利率更高
RPM
高出5.0%
3.5%
自由现金流更多
RPM
多$332.7M
$-36.3M
两年增速更快
RPM
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $54.0M | $161.2M |
| 毛利率 | 21.2% | 40.8% |
| 营业利润率 | 8.1% | 11.0% |
| 净利率 | 3.5% | 8.4% |
| 营收同比 | 2.9% | 3.5% |
| 净利润同比 | -63.0% | -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LWRPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.6B | $2.0B |
净利润LWRPM
| Q1 26 | $54.0M | — | ||
| Q4 25 | $62.1M | $161.2M | ||
| Q3 25 | $64.3M | $227.6M | ||
| Q2 25 | $119.9M | $225.8M | ||
| Q1 25 | $146.0M | $52.0M | ||
| Q4 24 | $-36.1M | $183.2M | ||
| Q3 24 | $127.4M | $227.7M | ||
| Q2 24 | $129.6M | $180.6M |
毛利率LWRPM
| Q1 26 | 21.2% | — | ||
| Q4 25 | 20.0% | 40.8% | ||
| Q3 25 | 20.6% | 42.3% | ||
| Q2 25 | 20.4% | 42.4% | ||
| Q1 25 | 27.8% | 38.4% | ||
| Q4 24 | 17.4% | 41.4% | ||
| Q3 24 | 21.5% | 42.5% | ||
| Q2 24 | 24.1% | 41.4% |
营业利润率LWRPM
| Q1 26 | 8.1% | — | ||
| Q4 25 | 8.6% | 11.0% | ||
| Q3 25 | 9.4% | 14.1% | ||
| Q2 25 | 11.1% | 11.9% | ||
| Q1 25 | 16.4% | 2.8% | ||
| Q4 24 | 1.2% | 11.5% | ||
| Q3 24 | 12.8% | 14.8% | ||
| Q2 24 | 13.2% | 11.9% |
净利率LWRPM
| Q1 26 | 3.5% | — | ||
| Q4 25 | 3.8% | 8.4% | ||
| Q3 25 | 3.9% | 10.8% | ||
| Q2 25 | 7.2% | 10.8% | ||
| Q1 25 | 9.6% | 3.5% | ||
| Q4 24 | -2.3% | 9.9% | ||
| Q3 24 | 7.7% | 11.6% | ||
| Q2 24 | 8.0% | 9.0% |
每股收益（稀释后）LWRPM
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.44 | $1.26 | ||
| Q3 25 | $0.46 | $1.77 | ||
| Q2 25 | $0.84 | $1.76 | ||
| Q1 25 | $1.03 | $0.40 | ||
| Q4 24 | $-0.25 | $1.42 | ||
| Q3 24 | $0.88 | $1.77 | ||
| Q2 24 | $0.89 | $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 | $57.5M | $316.6M |
| 总债务越低越好 | $3.6B | $2.5B |
| 股东权益账面价值 | $1.8B | $3.1B |
| 总资产 | $7.4B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.99× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资LWRPM
| Q1 26 | $57.5M | — | ||
| Q4 25 | $82.7M | $316.6M | ||
| Q3 25 | $98.6M | $297.1M | ||
| Q2 25 | $70.7M | $302.1M | ||
| Q1 25 | $67.5M | $241.9M | ||
| Q4 24 | $79.0M | $268.7M | ||
| Q3 24 | $120.8M | $231.6M | ||
| Q2 24 | $71.4M | $237.4M |
总债务LWRPM
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $2.5B | ||
| Q3 25 | $3.7B | $2.7B | ||
| Q2 25 | $3.7B | $2.6B | ||
| Q1 25 | $3.7B | $2.1B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B |
股东权益LWRPM
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | $1.8B | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.8B | $2.5B |
总资产LWRPM
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.3B | $7.9B | ||
| Q3 25 | $7.2B | $7.9B | ||
| Q2 25 | $7.4B | $7.8B | ||
| Q1 25 | $7.4B | $6.6B | ||
| Q4 24 | $7.5B | $6.7B | ||
| Q3 24 | $7.5B | $6.6B | ||
| Q2 24 | $7.4B | $6.6B |
负债/权益比LWRPM
| Q1 26 | 1.99× | — | ||
| Q4 25 | 2.08× | 0.80× | ||
| Q3 25 | 2.05× | 0.87× | ||
| Q2 25 | 2.12× | 0.91× | ||
| Q1 25 | 2.25× | 0.78× | ||
| Q4 24 | 2.26× | 0.74× | ||
| Q3 24 | 1.87× | 0.77× | ||
| Q2 24 | 1.92× | 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 | $65.2M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | $296.4M |
| 自由现金流率自由现金流/营收 | -2.3% | 15.5% |
| 资本支出强度资本支出/营收 | 6.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.21× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $569.2M | $582.9M |
8季度趋势，按日历期对齐
经营现金流LWRPM
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $345.7M | ||
| Q3 25 | $352.0M | $237.5M | ||
| Q2 25 | $868.3M | $149.2M | ||
| Q1 25 | $56.0M | $91.5M | ||
| Q4 24 | $99.1M | $279.4M | ||
| Q3 24 | $330.2M | $248.1M | ||
| Q2 24 | $798.2M | $181.2M |
自由现金流LWRPM
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | $296.4M | ||
| Q3 25 | $274.4M | $175.0M | ||
| Q2 25 | $230.1M | $78.2M | ||
| Q1 25 | $-19.8M | $33.3M | ||
| Q4 24 | $-49.6M | $229.5M | ||
| Q3 24 | $4.3M | $197.3M | ||
| Q2 24 | $-131.3M | $105.3M |
自由现金流率LWRPM
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | 15.5% | ||
| Q3 25 | 16.5% | 8.3% | ||
| Q2 25 | 13.7% | 3.8% | ||
| Q1 25 | -1.3% | 2.3% | ||
| Q4 24 | -3.1% | 12.4% | ||
| Q3 24 | 0.3% | 10.0% | ||
| Q2 24 | -8.1% | 5.2% |
资本支出强度LWRPM
| Q1 26 | 6.5% | — | ||
| Q4 25 | 4.8% | 2.6% | ||
| Q3 25 | 4.7% | 3.0% | ||
| Q2 25 | 38.1% | 3.4% | ||
| Q1 25 | 5.0% | 3.9% | ||
| Q4 24 | 9.3% | 2.7% | ||
| Q3 24 | 19.7% | 2.6% | ||
| Q2 24 | 57.7% | 3.8% |
现金转化率LWRPM
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 2.14× | ||
| Q3 25 | 5.47× | 1.04× | ||
| Q2 25 | 7.24× | 0.66× | ||
| Q1 25 | 0.38× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 2.59× | 1.09× | ||
| Q2 24 | 6.16× | 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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
