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NVR, Inc.（NVR）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
NVR, Inc.的季度营收约是RPM INTERNATIONAL INC的1.4倍（$2.7B vs $1.9B），NVR, Inc.净利率更高（13.4% vs 8.4%，领先5.0%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -4.7%），NVR, Inc.自由现金流更多（$436.0M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 7.8%）
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
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。
NVR vs RPM — 直观对比
营收规模更大
NVR
是对方的1.4倍
$1.9B
营收增速更快
RPM
高出8.2%
-4.7%
净利率更高
NVR
高出5.0%
8.4%
自由现金流更多
NVR
多$139.7M
$296.4M
两年增速更快
RPM
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.9B |
| 净利润 | $363.8M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 13.4% | 8.4% |
| 营收同比 | -4.7% | 3.5% |
| 净利润同比 | -20.5% | -12.0% |
| 每股收益（稀释后） | $120.85 | $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NVRRPM
| Q4 25 | $2.7B | $1.9B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $2.6B | $2.0B | ||
| Q1 24 | $2.3B | $1.5B |
净利润NVRRPM
| Q4 25 | $363.8M | $161.2M | ||
| Q3 25 | $342.7M | $227.6M | ||
| Q2 25 | $333.7M | $225.8M | ||
| Q1 25 | $299.6M | $52.0M | ||
| Q4 24 | $457.4M | $183.2M | ||
| Q3 24 | $429.3M | $227.7M | ||
| Q2 24 | $400.9M | $180.6M | ||
| Q1 24 | $394.3M | $61.2M |
毛利率NVRRPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率NVRRPM
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 11.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 5.5% |
净利率NVRRPM
| Q4 25 | 13.4% | 8.4% | ||
| Q3 25 | 13.1% | 10.8% | ||
| Q2 25 | 12.8% | 10.8% | ||
| Q1 25 | 12.5% | 3.5% | ||
| Q4 24 | 16.1% | 9.9% | ||
| Q3 24 | 15.7% | 11.6% | ||
| Q2 24 | 15.3% | 9.0% | ||
| Q1 24 | 16.9% | 4.0% |
每股收益（稀释后）NVRRPM
| Q4 25 | $120.85 | $1.26 | ||
| Q3 25 | $112.33 | $1.77 | ||
| Q2 25 | $108.54 | $1.76 | ||
| Q1 25 | $94.83 | $0.40 | ||
| Q4 24 | $139.09 | $1.42 | ||
| Q3 24 | $130.50 | $1.77 | ||
| Q2 24 | $120.69 | $1.40 | ||
| Q1 24 | $116.41 | $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 | — | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.9B | $3.1B |
| 总资产 | $5.9B | $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NVRRPM
| Q4 25 | — | $316.6M | ||
| Q3 25 | — | $297.1M | ||
| Q2 25 | — | $302.1M | ||
| Q1 25 | — | $241.9M | ||
| Q4 24 | — | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $237.4M | ||
| Q1 24 | — | $248.9M |
总债务NVRRPM
| 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 | ||
| Q1 24 | — | $2.2B |
股东权益NVRRPM
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $3.8B | $2.9B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $4.2B | $2.7B | ||
| Q3 24 | $4.3B | $2.6B | ||
| Q2 24 | $4.1B | $2.5B | ||
| Q1 24 | $4.3B | $2.3B |
总资产NVRRPM
| Q4 25 | $5.9B | $7.9B | ||
| Q3 25 | $6.0B | $7.9B | ||
| Q2 25 | $5.9B | $7.8B | ||
| Q1 25 | $6.2B | $6.6B | ||
| Q4 24 | $6.4B | $6.7B | ||
| Q3 24 | $6.5B | $6.6B | ||
| Q2 24 | $6.4B | $6.6B | ||
| Q1 24 | $6.5B | $6.4B |
负债/权益比NVRRPM
| 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× | ||
| Q1 24 | — | 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 | $439.7M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $436.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 16.1% | 15.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.21× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $582.9M |
8季度趋势，按日历期对齐
经营现金流NVRRPM
| Q4 25 | $439.7M | $345.7M | ||
| Q3 25 | $438.7M | $237.5M | ||
| Q2 25 | $35.1M | $149.2M | ||
| Q1 25 | $207.8M | $91.5M | ||
| Q4 24 | $637.0M | $279.4M | ||
| Q3 24 | $358.3M | $248.1M | ||
| Q2 24 | $232.7M | $181.2M | ||
| Q1 24 | $146.5M | $173.4M |
自由现金流NVRRPM
| Q4 25 | $436.0M | $296.4M | ||
| Q3 25 | $433.3M | $175.0M | ||
| Q2 25 | $26.8M | $78.2M | ||
| Q1 25 | $200.7M | $33.3M | ||
| Q4 24 | $631.5M | $229.5M | ||
| Q3 24 | $350.1M | $197.3M | ||
| Q2 24 | $226.3M | $105.3M | ||
| Q1 24 | $137.5M | $124.6M |
自由现金流率NVRRPM
| Q4 25 | 16.1% | 15.5% | ||
| Q3 25 | 16.6% | 8.3% | ||
| Q2 25 | 1.0% | 3.8% | ||
| Q1 25 | 8.4% | 2.3% | ||
| Q4 24 | 22.2% | 12.4% | ||
| Q3 24 | 12.8% | 10.0% | ||
| Q2 24 | 8.7% | 5.2% | ||
| Q1 24 | 5.9% | 8.2% |
资本支出强度NVRRPM
| Q4 25 | 0.1% | 2.6% | ||
| Q3 25 | 0.2% | 3.0% | ||
| Q2 25 | 0.3% | 3.4% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 0.2% | 2.7% | ||
| Q3 24 | 0.3% | 2.6% | ||
| Q2 24 | 0.2% | 3.8% | ||
| Q1 24 | 0.4% | 3.2% |
现金转化率NVRRPM
| Q4 25 | 1.21× | 2.14× | ||
| Q3 25 | 1.28× | 1.04× | ||
| Q2 25 | 0.11× | 0.66× | ||
| Q1 25 | 0.69× | 1.76× | ||
| Q4 24 | 1.39× | 1.53× | ||
| Q3 24 | 0.83× | 1.09× | ||
| Q2 24 | 0.58× | 1.00× | ||
| Q1 24 | 0.37× | 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
NVR
| Home Building Segment | $2.6B | 97% |
| Mortgage Banking Segment | $77.4M | 3% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
