vs
美泰（MAT）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的季度营收约是美泰的2.2倍（$1.9B vs $862.2M），RPM INTERNATIONAL INC净利率更高（8.4% vs 7.1%，领先1.4%），美泰同比增速更快（4.3% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-88.1M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -10.6%）
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
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。
MAT vs RPM — 直观对比
营收规模更大
RPM
是对方的2.2倍
$862.2M
营收增速更快
MAT
高出0.8%
3.5%
净利率更高
RPM
高出1.4%
7.1%
自由现金流更多
RPM
多$384.5M
$-88.1M
两年增速更快
RPM
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $862.2M | $1.9B |
| 净利润 | $61.0M | $161.2M |
| 毛利率 | 44.9% | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 7.1% | 8.4% |
| 营收同比 | 4.3% | 3.5% |
| 净利润同比 | 251.4% | -12.0% |
| 每股收益（稀释后） | $0.20 | $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MATRPM
| Q1 26 | $862.2M | — | ||
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $826.6M | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B |
净利润MATRPM
| Q1 26 | $61.0M | — | ||
| Q4 25 | $106.2M | $161.2M | ||
| Q3 25 | $278.4M | $227.6M | ||
| Q2 25 | $53.4M | $225.8M | ||
| Q1 25 | $-40.3M | $52.0M | ||
| Q4 24 | $140.9M | $183.2M | ||
| Q3 24 | $372.4M | $227.7M | ||
| Q2 24 | $56.9M | $180.6M |
毛利率MATRPM
| Q1 26 | 44.9% | — | ||
| Q4 25 | 45.9% | 40.8% | ||
| Q3 25 | 50.0% | 42.3% | ||
| Q2 25 | 50.9% | 42.4% | ||
| Q1 25 | 49.4% | 38.4% | ||
| Q4 24 | 50.7% | 41.4% | ||
| Q3 24 | 53.1% | 42.5% | ||
| Q2 24 | 49.2% | 41.4% |
营业利润率MATRPM
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 21.9% | 14.1% | ||
| Q2 25 | 7.7% | 11.9% | ||
| Q1 25 | -6.4% | 2.8% | ||
| Q4 24 | 9.6% | 11.5% | ||
| Q3 24 | 26.5% | 14.8% | ||
| Q2 24 | 7.7% | 11.9% |
净利率MATRPM
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.0% | 8.4% | ||
| Q3 25 | 16.0% | 10.8% | ||
| Q2 25 | 5.2% | 10.8% | ||
| Q1 25 | -4.9% | 3.5% | ||
| Q4 24 | 8.6% | 9.9% | ||
| Q3 24 | 20.2% | 11.6% | ||
| Q2 24 | 5.3% | 9.0% |
每股收益（稀释后）MATRPM
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.32 | $1.26 | ||
| Q3 25 | $0.88 | $1.77 | ||
| Q2 25 | $0.16 | $1.76 | ||
| Q1 25 | $-0.12 | $0.40 | ||
| Q4 24 | $0.40 | $1.42 | ||
| Q3 24 | $1.09 | $1.77 | ||
| Q2 24 | $0.17 | $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 | $866.0M | $316.6M |
| 总债务越低越好 | $2.3B | $2.5B |
| 股东权益账面价值 | $2.1B | $3.1B |
| 总资产 | $6.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资MATRPM
| Q1 26 | $866.0M | — | ||
| Q4 25 | $1.2B | $316.6M | ||
| Q3 25 | $691.9M | $297.1M | ||
| Q2 25 | $870.5M | $302.1M | ||
| Q1 25 | $1.2B | $241.9M | ||
| Q4 24 | $1.4B | $268.7M | ||
| Q3 24 | $723.5M | $231.6M | ||
| Q2 24 | $722.4M | $237.4M |
总债务MATRPM
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.3B | $2.6B | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.3B | $2.0B |
股东权益MATRPM
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.3B | $2.7B | ||
| Q3 24 | $2.3B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B |
总资产MATRPM
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.6B | $7.9B | ||
| Q3 25 | $6.6B | $7.9B | ||
| Q2 25 | $6.2B | $7.8B | ||
| Q1 25 | $6.2B | $6.6B | ||
| Q4 24 | $6.5B | $6.7B | ||
| Q3 24 | $6.5B | $6.6B | ||
| Q2 24 | $5.9B | $6.6B |
负债/权益比MATRPM
| Q1 26 | 1.11× | — | ||
| Q4 25 | 1.04× | 0.80× | ||
| Q3 25 | 1.03× | 0.87× | ||
| Q2 25 | 1.08× | 0.91× | ||
| Q1 25 | 1.10× | 0.78× | ||
| Q4 24 | 1.03× | 0.74× | ||
| Q3 24 | 1.01× | 0.77× | ||
| Q2 24 | 1.18× | 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 | $-88.1M | $296.4M |
| 自由现金流率自由现金流/营收 | -10.2% | 15.5% |
| 资本支出强度资本支出/营收 | 7.6% | 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MATRPM
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | $345.7M | ||
| Q3 25 | $72.0M | $237.5M | ||
| Q2 25 | $-300.1M | $149.2M | ||
| Q1 25 | $24.8M | $91.5M | ||
| Q4 24 | $862.1M | $279.4M | ||
| Q3 24 | $155.8M | $248.1M | ||
| Q2 24 | $-252.9M | $181.2M |
自由现金流MATRPM
| Q1 26 | $-88.1M | — | ||
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M |
自由现金流率MATRPM
| Q1 26 | -10.2% | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% |
资本支出强度MATRPM
| Q1 26 | 7.6% | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% |
现金转化率MATRPM
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | 2.14× | ||
| Q3 25 | 0.26× | 1.04× | ||
| Q2 25 | -5.62× | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | 6.12× | 1.53× | ||
| Q3 24 | 0.42× | 1.09× | ||
| Q2 24 | -4.45× | 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
MAT
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% |
