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Masco(MAS)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
Masco的季度营收约是RPM INTERNATIONAL INC的1.0倍($1.9B vs $1.9B),Masco净利率更高(11.9% vs 8.4%,领先3.4%),Masco同比增速更快(6.5% vs 3.5%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs -4.2%)
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
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。
MAS vs RPM — 直观对比
营收规模更大
MAS
是对方的1.0倍
$1.9B
营收增速更快
MAS
高出3.0%
3.5%
净利率更高
MAS
高出3.4%
8.4%
两年增速更快
RPM
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $228.0M | $161.2M |
| 毛利率 | 35.8% | 40.8% |
| 营业利润率 | 16.5% | 11.0% |
| 净利率 | 11.9% | 8.4% |
| 营收同比 | 6.5% | 3.5% |
| 净利润同比 | 14.5% | -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
MAS
RPM
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.1B | $2.0B |
净利润
MAS
RPM
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $161.2M | ||
| Q3 25 | $189.0M | $227.6M | ||
| Q2 25 | $270.0M | $225.8M | ||
| Q1 25 | $186.0M | $52.0M | ||
| Q4 24 | $182.0M | $183.2M | ||
| Q3 24 | $167.0M | $227.7M | ||
| Q2 24 | $258.0M | $180.6M |
毛利率
MAS
RPM
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 40.8% | ||
| Q3 25 | 34.2% | 42.3% | ||
| Q2 25 | 37.6% | 42.4% | ||
| Q1 25 | 35.8% | 38.4% | ||
| Q4 24 | 34.8% | 41.4% | ||
| Q3 24 | 36.6% | 42.5% | ||
| Q2 24 | 37.5% | 41.4% |
营业利润率
MAS
RPM
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 11.0% | ||
| Q3 25 | 15.8% | 14.1% | ||
| Q2 25 | 20.1% | 11.9% | ||
| Q1 25 | 15.9% | 2.8% | ||
| Q4 24 | 15.9% | 11.5% | ||
| Q3 24 | 18.0% | 14.8% | ||
| Q2 24 | 19.0% | 11.9% |
净利率
MAS
RPM
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 8.4% | ||
| Q3 25 | 9.9% | 10.8% | ||
| Q2 25 | 13.2% | 10.8% | ||
| Q1 25 | 10.3% | 3.5% | ||
| Q4 24 | 10.0% | 9.9% | ||
| Q3 24 | 8.4% | 11.6% | ||
| Q2 24 | 12.3% | 9.0% |
每股收益(稀释后)
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $1.26 | ||
| Q3 25 | $0.90 | $1.77 | ||
| Q2 25 | $1.28 | $1.76 | ||
| Q1 25 | $0.87 | $0.40 | ||
| Q4 24 | $0.85 | $1.42 | ||
| Q3 24 | $0.77 | $1.77 | ||
| Q2 24 | $1.17 | $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 | — | $316.6M |
| 总债务越低越好 | $2.9B | $2.5B |
| 股东权益账面价值 | $27.0M | $3.1B |
| 总资产 | $5.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $316.6M | ||
| Q3 25 | $559.0M | $297.1M | ||
| Q2 25 | $390.0M | $302.1M | ||
| Q1 25 | $377.0M | $241.9M | ||
| Q4 24 | $634.0M | $268.7M | ||
| Q3 24 | $646.0M | $231.6M | ||
| Q2 24 | $398.0M | $237.4M |
总债务
MAS
RPM
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益
MAS
RPM
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $3.1B | ||
| Q3 25 | $-78.0M | $3.1B | ||
| Q2 25 | $-84.0M | $2.9B | ||
| Q1 25 | $-254.0M | $2.7B | ||
| Q4 24 | $-279.0M | $2.7B | ||
| Q3 24 | $-88.0M | $2.6B | ||
| Q2 24 | $-26.0M | $2.5B |
总资产
MAS
RPM
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $7.9B | ||
| Q3 25 | $5.3B | $7.9B | ||
| Q2 25 | $5.3B | $7.8B | ||
| Q1 25 | $5.1B | $6.6B | ||
| Q4 24 | $5.0B | $6.7B | ||
| Q3 24 | $5.3B | $6.6B | ||
| Q2 24 | $5.4B | $6.6B |
负债/权益比
MAS
RPM
| Q1 26 | 109.07× | — | ||
| 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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 1.8% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $345.7M | ||
| Q3 25 | $456.0M | $237.5M | ||
| Q2 25 | $306.0M | $149.2M | ||
| Q1 25 | $-158.0M | $91.5M | ||
| Q4 24 | $407.0M | $279.4M | ||
| Q3 24 | $416.0M | $248.1M | ||
| Q2 24 | $346.0M | $181.2M |
自由现金流
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $296.4M | ||
| Q3 25 | $415.0M | $175.0M | ||
| Q2 25 | $270.0M | $78.2M | ||
| Q1 25 | $-190.0M | $33.3M | ||
| Q4 24 | $351.0M | $229.5M | ||
| Q3 24 | $378.0M | $197.3M | ||
| Q2 24 | $303.0M | $105.3M |
自由现金流率
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 15.5% | ||
| Q3 25 | 21.6% | 8.3% | ||
| Q2 25 | 13.2% | 3.8% | ||
| Q1 25 | -10.5% | 2.3% | ||
| Q4 24 | 19.2% | 12.4% | ||
| Q3 24 | 19.1% | 10.0% | ||
| Q2 24 | 14.5% | 5.2% |
资本支出强度
MAS
RPM
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 2.6% | ||
| Q3 25 | 2.1% | 3.0% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 3.1% | 2.7% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 2.1% | 3.8% |
现金转化率
MAS
RPM
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 2.14× | ||
| Q3 25 | 2.41× | 1.04× | ||
| Q2 25 | 1.13× | 0.66× | ||
| Q1 25 | -0.85× | 1.76× | ||
| Q4 24 | 2.24× | 1.53× | ||
| Q3 24 | 2.49× | 1.09× | ||
| Q2 24 | 1.34× | 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
MAS
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |