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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的3.4倍（$1.9B vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 3.5%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 12.0%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RPM — 直观对比
营收规模更大
RPM
是对方的3.4倍
$558.0M
营收增速更快
MBLY
高出23.9%
3.5%
两年增速更快
MBLY
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $1.9B |
| 净利润 | — | $161.2M |
| 毛利率 | 49.3% | 40.8% |
| 营业利润率 | -647.5% | 11.0% |
| 净利率 | — | 8.4% |
| 营收同比 | 27.4% | 3.5% |
| 净利润同比 | — | -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MBLYRPM
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $1.9B | ||
| Q3 25 | $504.0M | $2.1B | ||
| Q2 25 | $506.0M | $2.1B | ||
| Q1 25 | $438.0M | $1.5B | ||
| Q4 24 | $490.0M | $1.8B | ||
| Q3 24 | $486.0M | $2.0B | ||
| Q2 24 | $439.0M | $2.0B |
净利润MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $161.2M | ||
| Q3 25 | $-96.0M | $227.6M | ||
| Q2 25 | $-67.0M | $225.8M | ||
| Q1 25 | $-102.0M | $52.0M | ||
| Q4 24 | $-71.0M | $183.2M | ||
| Q3 24 | $-2.7B | $227.7M | ||
| Q2 24 | $-86.0M | $180.6M |
毛利率MBLYRPM
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 40.8% | ||
| Q3 25 | 48.2% | 42.3% | ||
| Q2 25 | 49.8% | 42.4% | ||
| Q1 25 | 47.3% | 38.4% | ||
| Q4 24 | 49.2% | 41.4% | ||
| Q3 24 | 48.8% | 42.5% | ||
| Q2 24 | 47.6% | 41.4% |
营业利润率MBLYRPM
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 11.0% | ||
| Q3 25 | -21.6% | 14.1% | ||
| Q2 25 | -14.6% | 11.9% | ||
| Q1 25 | -26.7% | 2.8% | ||
| Q4 24 | -17.6% | 11.5% | ||
| Q3 24 | -577.6% | 14.8% | ||
| Q2 24 | -21.4% | 11.9% |
净利率MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 8.4% | ||
| Q3 25 | -19.0% | 10.8% | ||
| Q2 25 | -13.2% | 10.8% | ||
| Q1 25 | -23.3% | 3.5% | ||
| Q4 24 | -14.5% | 9.9% | ||
| Q3 24 | -558.6% | 11.6% | ||
| Q2 24 | -19.6% | 9.0% |
每股收益（稀释后）MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $1.26 | ||
| Q3 25 | $-0.12 | $1.77 | ||
| Q2 25 | $-0.08 | $1.76 | ||
| Q1 25 | $-0.13 | $0.40 | ||
| Q4 24 | $-0.09 | $1.42 | ||
| Q3 24 | $-3.35 | $1.77 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $8.2B | $3.1B |
| 总资产 | $8.7B | $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MBLYRPM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $316.6M | ||
| Q3 25 | $1.7B | $297.1M | ||
| Q2 25 | $1.7B | $302.1M | ||
| Q1 25 | $1.5B | $241.9M | ||
| Q4 24 | $1.4B | $268.7M | ||
| Q3 24 | $1.3B | $231.6M | ||
| Q2 24 | $1.2B | $237.4M |
总债务MBLYRPM
| 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MBLYRPM
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $3.1B | ||
| Q3 25 | $11.9B | $3.1B | ||
| Q2 25 | $12.1B | $2.9B | ||
| Q1 25 | $12.0B | $2.7B | ||
| Q4 24 | $12.1B | $2.7B | ||
| Q3 24 | $12.1B | $2.6B | ||
| Q2 24 | $14.7B | $2.5B |
总资产MBLYRPM
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $7.9B | ||
| Q3 25 | $12.5B | $7.9B | ||
| Q2 25 | $12.6B | $7.8B | ||
| Q1 25 | $12.5B | $6.6B | ||
| Q4 24 | $12.6B | $6.7B | ||
| Q3 24 | $12.6B | $6.6B | ||
| Q2 24 | $15.3B | $6.6B |
负债/权益比MBLYRPM
| 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 | $75.0M | $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 | — | 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MBLYRPM
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $345.7M | ||
| Q3 25 | $167.0M | $237.5M | ||
| Q2 25 | $213.0M | $149.2M | ||
| Q1 25 | $109.0M | $91.5M | ||
| Q4 24 | $204.0M | $279.4M | ||
| Q3 24 | $126.0M | $248.1M | ||
| Q2 24 | $30.0M | $181.2M |
自由现金流MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $296.4M | ||
| Q3 25 | $143.0M | $175.0M | ||
| Q2 25 | $199.0M | $78.2M | ||
| Q1 25 | $95.0M | $33.3M | ||
| Q4 24 | $191.0M | $229.5M | ||
| Q3 24 | $104.0M | $197.3M | ||
| Q2 24 | $6.0M | $105.3M |
自由现金流率MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 15.5% | ||
| Q3 25 | 28.4% | 8.3% | ||
| Q2 25 | 39.3% | 3.8% | ||
| Q1 25 | 21.7% | 2.3% | ||
| Q4 24 | 39.0% | 12.4% | ||
| Q3 24 | 21.4% | 10.0% | ||
| Q2 24 | 1.4% | 5.2% |
资本支出强度MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 2.6% | ||
| Q3 25 | 4.8% | 3.0% | ||
| Q2 25 | 2.8% | 3.4% | ||
| Q1 25 | 3.2% | 3.9% | ||
| Q4 24 | 2.7% | 2.7% | ||
| Q3 24 | 4.5% | 2.6% | ||
| Q2 24 | 5.5% | 3.8% |
现金转化率MBLYRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 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
MBLY
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% |
