vs
NetApp（NTAP）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NetApp的1.1倍（$1.9B vs $1.7B），NetApp净利率更高（17.9% vs 8.4%，领先9.4%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 2.8%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $78.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 3.0%）
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
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。
NTAP vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.7B
营收增速更快
RPM
高出0.7%
2.8%
净利率更高
NTAP
高出9.4%
8.4%
自由现金流更多
RPM
多$218.4M
$78.0M
两年增速更快
RPM
近两年复合增速
3.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $305.0M | $161.2M |
| 毛利率 | 72.0% | 40.8% |
| 营业利润率 | 23.4% | 11.0% |
| 净利率 | 17.9% | 8.4% |
| 营收同比 | 2.8% | 3.5% |
| 净利润同比 | 2.0% | -12.0% |
| 每股收益（稀释后） | $1.51 | $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NTAPRPM
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润NTAPRPM
| Q4 25 | $305.0M | $161.2M | ||
| Q3 25 | $233.0M | $227.6M | ||
| Q2 25 | $340.0M | $225.8M | ||
| Q1 25 | $299.0M | $52.0M | ||
| Q4 24 | $299.0M | $183.2M | ||
| Q3 24 | $248.0M | $227.7M | ||
| Q2 24 | $291.0M | $180.6M | ||
| Q1 24 | $313.0M | $61.2M |
毛利率NTAPRPM
| Q4 25 | 72.0% | 40.8% | ||
| Q3 25 | 70.4% | 42.3% | ||
| Q2 25 | 68.9% | 42.4% | ||
| Q1 25 | 69.8% | 38.4% | ||
| Q4 24 | 71.0% | 41.4% | ||
| Q3 24 | 71.3% | 42.5% | ||
| Q2 24 | 70.5% | 41.4% | ||
| Q1 24 | 71.7% | 39.9% |
营业利润率NTAPRPM
| Q4 25 | 23.4% | 11.0% | ||
| Q3 25 | 19.8% | 14.1% | ||
| Q2 25 | 20.1% | 11.9% | ||
| Q1 25 | 22.1% | 2.8% | ||
| Q4 24 | 20.8% | 11.5% | ||
| Q3 24 | 18.3% | 14.8% | ||
| Q2 24 | 21.9% | 11.9% | ||
| Q1 24 | 22.8% | 5.5% |
净利率NTAPRPM
| Q4 25 | 17.9% | 8.4% | ||
| Q3 25 | 14.9% | 10.8% | ||
| Q2 25 | 19.6% | 10.8% | ||
| Q1 25 | 18.2% | 3.5% | ||
| Q4 24 | 18.0% | 9.9% | ||
| Q3 24 | 16.1% | 11.6% | ||
| Q2 24 | 17.4% | 9.0% | ||
| Q1 24 | 19.5% | 4.0% |
每股收益（稀释后）NTAPRPM
| Q4 25 | $1.51 | $1.26 | ||
| Q3 25 | $1.15 | $1.77 | ||
| Q2 25 | $1.64 | $1.76 | ||
| Q1 25 | $1.44 | $0.40 | ||
| Q4 24 | $1.42 | $1.42 | ||
| Q3 24 | $1.17 | $1.77 | ||
| Q2 24 | $1.36 | $1.40 | ||
| Q1 24 | $1.48 | $0.47 |
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 | $3.0B | $316.6M |
| 总债务越低越好 | $2.5B | $2.5B |
| 股东权益账面价值 | $986.0M | $3.1B |
| 总资产 | $9.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 2.52× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资NTAPRPM
| Q4 25 | $3.0B | $316.6M | ||
| Q3 25 | $3.3B | $297.1M | ||
| Q2 25 | $3.8B | $302.1M | ||
| Q1 25 | $2.3B | $241.9M | ||
| Q4 24 | $2.2B | $268.7M | ||
| Q3 24 | $3.0B | $231.6M | ||
| Q2 24 | $3.3B | $237.4M | ||
| Q1 24 | $2.9B | $248.9M |
总债务NTAPRPM
| Q4 25 | $2.5B | $2.5B | ||
| Q3 25 | $2.5B | $2.7B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $2.2B |
股东权益NTAPRPM
| Q4 25 | $986.0M | $3.1B | ||
| Q3 25 | $975.0M | $3.1B | ||
| Q2 25 | $1.0B | $2.9B | ||
| Q1 25 | $995.0M | $2.7B | ||
| Q4 24 | $892.0M | $2.7B | ||
| Q3 24 | $929.0M | $2.6B | ||
| Q2 24 | $1.1B | $2.5B | ||
| Q1 24 | $994.0M | $2.3B |
总资产NTAPRPM
| Q4 25 | $9.6B | $7.9B | ||
| Q3 25 | $9.7B | $7.9B | ||
| Q2 25 | $10.8B | $7.8B | ||
| Q1 25 | $9.0B | $6.6B | ||
| Q4 24 | $9.0B | $6.7B | ||
| Q3 24 | $9.3B | $6.6B | ||
| Q2 24 | $9.9B | $6.6B | ||
| Q1 24 | $9.4B | $6.4B |
负债/权益比NTAPRPM
| Q4 25 | 2.52× | 0.80× | ||
| Q3 25 | 2.55× | 0.87× | ||
| Q2 25 | 3.11× | 0.91× | ||
| Q1 25 | 2.00× | 0.78× | ||
| Q4 24 | 2.23× | 0.74× | ||
| Q3 24 | 2.58× | 0.77× | ||
| Q2 24 | 2.09× | 0.79× | ||
| Q1 24 | 2.41× | 0.93× |
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 | $127.0M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $78.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 4.6% | 15.5% |
| 资本支出强度资本支出/营收 | 2.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.42× | 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NTAPRPM
| Q4 25 | $127.0M | $345.7M | ||
| Q3 25 | $673.0M | $237.5M | ||
| Q2 25 | — | $149.2M | ||
| Q1 25 | $385.0M | $91.5M | ||
| Q4 24 | — | $279.4M | ||
| Q3 24 | $341.0M | $248.1M | ||
| Q2 24 | $613.0M | $181.2M | ||
| Q1 24 | $484.0M | $173.4M |
自由现金流NTAPRPM
| Q4 25 | $78.0M | $296.4M | ||
| Q3 25 | $620.0M | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | $338.0M | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | $300.0M | $197.3M | ||
| Q2 24 | $567.0M | $105.3M | ||
| Q1 24 | $448.0M | $124.6M |
自由现金流率NTAPRPM
| Q4 25 | 4.6% | 15.5% | ||
| Q3 25 | 39.8% | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | 20.6% | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 19.5% | 10.0% | ||
| Q2 24 | 34.0% | 5.2% | ||
| Q1 24 | 27.9% | 8.2% |
资本支出强度NTAPRPM
| Q4 25 | 2.9% | 2.6% | ||
| Q3 25 | 3.4% | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | 2.9% | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 2.7% | 2.6% | ||
| Q2 24 | 2.8% | 3.8% | ||
| Q1 24 | 2.2% | 3.2% |
现金转化率NTAPRPM
| Q4 25 | 0.42× | 2.14× | ||
| Q3 25 | 2.89× | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | 1.29× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 1.38× | 1.09× | ||
| Q2 24 | 2.11× | 1.00× | ||
| Q1 24 | 1.55× | 2.83× |
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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
