vs
Magnera Corp（MAGN）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Magnera Corp的1.5倍（$1.2B vs $792.0M），利氏兄弟拍卖行净利率更高（9.1% vs -4.3%，领先13.4%），Magnera Corp同比增速更快（12.8% vs 5.4%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $-13.0M），过去两年Magnera Corp的营收复合增速更高（54.9% vs 6.3%）
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
MAGN vs RBA — 直观对比
营收规模更大
RBA
是对方的1.5倍
$792.0M
营收增速更快
MAGN
高出7.4%
5.4%
净利率更高
RBA
高出13.4%
-4.3%
自由现金流更多
RBA
多$199.5M
$-13.0M
两年增速更快
MAGN
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $792.0M | $1.2B |
| 净利润 | $-34.0M | $109.7M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 1.8% | 14.7% |
| 净利率 | -4.3% | 9.1% |
| 营收同比 | 12.8% | 5.4% |
| 净利润同比 | 43.3% | -7.4% |
| 每股收益（稀释后） | $-0.95 | $0.53 |
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MAGNRBA
| Q4 25 | $792.0M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $839.0M | $1.2B | ||
| Q1 25 | $824.0M | $1.1B | ||
| Q4 24 | $702.0M | $1.1B | ||
| Q3 24 | $332.1M | $981.8M | ||
| Q2 24 | $556.0M | $1.1B | ||
| Q1 24 | $558.0M | $1.1B |
净利润MAGNRBA
| Q4 25 | $-34.0M | $109.7M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | $-18.0M | $109.8M | ||
| Q1 25 | $-41.0M | $113.4M | ||
| Q4 24 | $-60.0M | $118.5M | ||
| Q3 24 | $-15.2M | $76.1M | ||
| Q2 24 | $19.0M | $111.1M | ||
| Q1 24 | $14.0M | $107.4M |
毛利率MAGNRBA
| Q4 25 | 12.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | 6.2% | — |
营业利润率MAGNRBA
| Q4 25 | 1.8% | 14.7% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | 1.5% | 15.9% | ||
| Q1 25 | 0.5% | 17.1% | ||
| Q4 24 | -3.1% | 18.1% | ||
| Q3 24 | 0.9% | 15.6% | ||
| Q2 24 | 3.1% | 18.4% | ||
| Q1 24 | 3.8% | 18.7% |
净利率MAGNRBA
| Q4 25 | -4.3% | 9.1% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | -2.1% | 9.3% | ||
| Q1 25 | -5.0% | 10.2% | ||
| Q4 24 | -8.5% | 10.4% | ||
| Q3 24 | -4.6% | 7.8% | ||
| Q2 24 | 3.4% | 10.1% | ||
| Q1 24 | 2.5% | 10.1% |
每股收益（稀释后）MAGNRBA
| Q4 25 | $-0.95 | $0.53 | ||
| Q3 25 | — | $0.43 | ||
| Q2 25 | $-0.51 | $0.53 | ||
| Q1 25 | $-1.15 | $0.55 | ||
| Q4 24 | $-1.69 | $0.58 | ||
| Q3 24 | $-0.33 | $0.36 | ||
| Q2 24 | $0.60 | $0.54 | ||
| Q1 24 | $0.44 | $0.53 |
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 | $264.0M | $531.5M |
| 总债务越低越好 | $1.9B | $2.3B |
| 股东权益账面价值 | $1.0B | $5.6B |
| 总资产 | $3.9B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.86× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资MAGNRBA
| Q4 25 | $264.0M | $531.5M | ||
| Q3 25 | — | $674.7M | ||
| Q2 25 | $276.0M | $710.2M | ||
| Q1 25 | $282.0M | $578.1M | ||
| Q4 24 | $215.0M | $533.9M | ||
| Q3 24 | $230.0M | $650.7M | ||
| Q2 24 | $33.9M | $599.5M | ||
| Q1 24 | $30.2M | $462.8M |
总债务MAGNRBA
| Q4 25 | $1.9B | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $2.0B | $2.7B | ||
| Q2 24 | $877.4M | $2.8B | ||
| Q1 24 | $884.7M | $2.9B |
股东权益MAGNRBA
| Q4 25 | $1.0B | $5.6B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | $1.1B | $5.5B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.4B | $5.2B | ||
| Q1 24 | $2.4B | $5.1B |
总资产MAGNRBA
| Q4 25 | $3.9B | $12.1B | ||
| Q3 25 | — | $12.2B | ||
| Q2 25 | $4.1B | $12.2B | ||
| Q1 25 | $4.1B | $11.9B | ||
| Q4 24 | $4.0B | $11.8B | ||
| Q3 24 | $2.8B | $11.9B | ||
| Q2 24 | $1.5B | $12.1B | ||
| Q1 24 | $1.5B | $12.0B |
负债/权益比MAGNRBA
| Q4 25 | 1.86× | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | 1.77× | 0.47× | ||
| Q1 25 | 1.83× | 0.50× | ||
| Q4 24 | 1.80× | 0.50× | ||
| Q3 24 | 0.91× | 0.52× | ||
| Q2 24 | 0.37× | 0.55× | ||
| Q1 24 | 0.36× | 0.58× |
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 | $2.0M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $-13.0M | $186.5M |
| 自由现金流率自由现金流/营收 | -1.6% | 15.5% |
| 资本支出强度资本支出/营收 | 1.9% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流MAGNRBA
| Q4 25 | $2.0M | $255.2M | ||
| Q3 25 | — | $239.7M | ||
| Q2 25 | $0 | $326.5M | ||
| Q1 25 | $65.0M | $156.8M | ||
| Q4 24 | $-58.0M | $184.5M | ||
| Q3 24 | $12.2M | $285.4M | ||
| Q2 24 | $38.0M | $337.3M | ||
| Q1 24 | $20.0M | $124.8M |
自由现金流MAGNRBA
| Q4 25 | $-13.0M | $186.5M | ||
| Q3 25 | — | $188.5M | ||
| Q2 25 | — | $241.7M | ||
| Q1 25 | $42.0M | $102.5M | ||
| Q4 24 | $-74.0M | $127.9M | ||
| Q3 24 | $3.6M | $248.5M | ||
| Q2 24 | $23.0M | $308.6M | ||
| Q1 24 | $12.5M | $79.6M |
自由现金流率MAGNRBA
| Q4 25 | -1.6% | 15.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | 5.1% | 9.2% | ||
| Q4 24 | -10.5% | 11.2% | ||
| Q3 24 | 1.1% | 25.3% | ||
| Q2 24 | 4.1% | 28.2% | ||
| Q1 24 | 2.2% | 7.5% |
资本支出强度MAGNRBA
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | 1.5% | 7.2% | ||
| Q1 25 | 2.8% | 4.9% | ||
| Q4 24 | 2.3% | 5.0% | ||
| Q3 24 | 2.6% | 3.8% | ||
| Q2 24 | 2.7% | 2.6% | ||
| Q1 24 | 1.3% | 4.2% |
现金转化率MAGNRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | 2.00× | 3.04× | ||
| Q1 24 | 1.43× | 1.16× |
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
MAGN
| Other | $451.0M | 57% |
| United States And Canada | $341.0M | 43% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
