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欧文斯科宁（OC）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是欧文斯科宁的1.8倍（$3.9B vs $2.1B），Raymond James Financial净利率更高（14.1% vs -13.9%，领先28.0%），Raymond James Financial同比增速更快（13.0% vs -24.6%），过去两年Raymond James Financial的营收复合增速更高（1.3% vs -3.5%）
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
OC vs RJF — 直观对比
营收规模更大
RJF
是对方的1.8倍
$2.1B
营收增速更快
RJF
高出37.6%
-24.6%
净利率更高
RJF
高出28.0%
-13.9%
两年增速更快
RJF
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.9B |
| 净利润 | $-298.0M | $544.0M |
| 毛利率 | 23.2% | — |
| 营业利润率 | -10.5% | — |
| 净利率 | -13.9% | 14.1% |
| 营收同比 | -24.6% | 13.0% |
| 净利润同比 | -15.5% | 10.0% |
| 每股收益（稀释后） | $-3.47 | $2.83 |
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OCRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.1B | $4.2B | ||
| Q3 25 | $2.7B | $4.2B | ||
| Q2 25 | $2.7B | $3.8B | ||
| Q1 25 | $2.5B | $3.8B | ||
| Q4 24 | $2.8B | $4.0B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.8B | $3.8B |
净利润OCRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $-298.0M | $563.0M | ||
| Q3 25 | $-494.0M | $604.0M | ||
| Q2 25 | $363.0M | $436.0M | ||
| Q1 25 | $-93.0M | $495.0M | ||
| Q4 24 | $-258.0M | $600.0M | ||
| Q3 24 | $321.0M | $602.0M | ||
| Q2 24 | $285.0M | $492.0M |
毛利率OCRJF
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | — | ||
| Q3 25 | 28.2% | — | ||
| Q2 25 | 31.2% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 28.1% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 31.1% | — |
营业利润率OCRJF
| Q1 26 | — | — | ||
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.2% | — | ||
| Q2 25 | 18.4% | 14.7% | ||
| Q1 25 | 16.1% | 17.5% | ||
| Q4 24 | -8.5% | 18.6% | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | 16.4% | 17.1% |
净利率OCRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | -13.9% | 13.5% | ||
| Q3 25 | -18.4% | 14.4% | ||
| Q2 25 | 13.2% | 11.3% | ||
| Q1 25 | -3.7% | 12.9% | ||
| Q4 24 | -9.1% | 14.9% | ||
| Q3 24 | 10.5% | 15.0% | ||
| Q2 24 | 10.2% | 13.1% |
每股收益（稀释后）OCRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $-3.47 | $2.79 | ||
| Q3 25 | $-5.92 | $2.96 | ||
| Q2 25 | $4.25 | $2.12 | ||
| Q1 25 | $-1.08 | $2.36 | ||
| Q4 24 | $-2.92 | $2.86 | ||
| Q3 24 | $3.65 | $2.85 | ||
| Q2 24 | $3.24 | $2.31 |
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 | $345.0M | $5.4B |
| 总债务越低越好 | $4.7B | — |
| 股东权益账面价值 | $3.9B | $52.0M |
| 总资产 | $13.0B | $91.9B |
| 负债/权益比越低杠杆越低 | 1.22× | — |
8季度趋势，按日历期对齐
现金及短期投资OCRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $345.0M | $9.9B | ||
| Q3 25 | $286.0M | $11.4B | ||
| Q2 25 | $230.0M | $9.2B | ||
| Q1 25 | $400.0M | $9.7B | ||
| Q4 24 | $361.0M | $10.0B | ||
| Q3 24 | $499.0M | $11.0B | ||
| Q2 24 | $254.0M | $9.1B |
总债务OCRJF
| Q1 26 | — | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益OCRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $3.9B | $12.6B | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $5.2B | $12.3B | ||
| Q1 25 | $4.9B | $12.2B | ||
| Q4 24 | $5.1B | $11.9B | ||
| Q3 24 | $5.6B | $11.7B | ||
| Q2 24 | $5.5B | $11.2B |
总资产OCRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $13.0B | $88.8B | ||
| Q3 25 | $13.5B | $88.2B | ||
| Q2 25 | $14.5B | $84.8B | ||
| Q1 25 | $14.3B | $83.1B | ||
| Q4 24 | $14.1B | $82.3B | ||
| Q3 24 | $15.1B | $83.0B | ||
| Q2 24 | $15.0B | $80.6B |
负债/权益比OCRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.22× | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 0.92× | — |
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 | $590.0M | — |
| 自由现金流经营现金流 - 资本支出 | $333.0M | — |
| 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 | 12.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $962.0M | — |
8季度趋势，按日历期对齐
经营现金流OCRJF
| Q1 26 | — | — | ||
| Q4 25 | $590.0M | $-10.0M | ||
| Q3 25 | $918.0M | $796.0M | ||
| Q2 25 | $327.0M | $691.0M | ||
| Q1 25 | $-49.0M | $117.0M | ||
| Q4 24 | $676.0M | $830.0M | ||
| Q3 24 | $699.0M | $510.0M | ||
| Q2 24 | $493.0M | $711.0M |
自由现金流OCRJF
| Q1 26 | — | — | ||
| Q4 25 | $333.0M | $-56.0M | ||
| Q3 25 | $752.0M | $752.0M | ||
| Q2 25 | $129.0M | $634.0M | ||
| Q1 25 | $-252.0M | $71.0M | ||
| Q4 24 | $479.0M | $789.0M | ||
| Q3 24 | $558.0M | $460.0M | ||
| Q2 24 | $336.0M | $655.0M |
自由现金流率OCRJF
| Q1 26 | — | — | ||
| Q4 25 | 15.5% | -1.3% | ||
| Q3 25 | 28.0% | 17.9% | ||
| Q2 25 | 4.7% | 16.5% | ||
| Q1 25 | -10.0% | 1.8% | ||
| Q4 24 | 16.9% | 19.6% | ||
| Q3 24 | 18.3% | 11.5% | ||
| Q2 24 | 12.0% | 17.4% |
资本支出强度OCRJF
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 1.1% | ||
| Q3 25 | 6.2% | 1.1% | ||
| Q2 25 | 7.2% | 1.5% | ||
| Q1 25 | 8.0% | 1.2% | ||
| Q4 24 | 6.9% | 1.0% | ||
| Q3 24 | 4.6% | 1.2% | ||
| Q2 24 | 5.6% | 1.5% |
现金转化率OCRJF
| Q1 26 | — | — | ||
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 0.90× | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 2.18× | 0.85× | ||
| Q2 24 | 1.73× | 1.45× |
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
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
