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Opendoor Technologies Inc.（OPEN）与RAYONIER ADVANCED MATERIALS INC.（RYAM）财务数据对比。点击上方公司名可切换其他公司
Opendoor Technologies Inc.的季度营收约是RAYONIER ADVANCED MATERIALS INC.的1.8倍（$736.0M vs $417.5M），RAYONIER ADVANCED MATERIALS INC.净利率更高（-5.0% vs -148.9%，领先143.9%），RAYONIER ADVANCED MATERIALS INC.同比增速更快（-1.2% vs -32.1%），过去两年RAYONIER ADVANCED MATERIALS INC.的营收复合增速更高（3.8% vs -21.1%）
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
OPEN vs RYAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $736.0M | $417.5M |
| 净利润 | $-1.1B | $-21.1M |
| 毛利率 | 7.7% | 8.9% |
| 营业利润率 | -20.4% | 2.6% |
| 净利率 | -148.9% | -5.0% |
| 营收同比 | -32.1% | -1.2% |
| 净利润同比 | -869.9% | -31.9% |
| 每股收益（稀释后） | $-1.42 | $-0.33 |
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
| Q4 25 | $736.0M | $417.5M | ||
| Q3 25 | $915.0M | $352.8M | ||
| Q2 25 | $1.6B | $340.0M | ||
| Q1 25 | $1.2B | $356.0M | ||
| Q4 24 | $1.1B | $422.5M | ||
| Q3 24 | $1.4B | $401.1M | ||
| Q2 24 | $1.5B | $419.0M | ||
| Q1 24 | $1.2B | $387.7M |
| Q4 25 | $-1.1B | $-21.1M | ||
| Q3 25 | $-90.0M | $-4.5M | ||
| Q2 25 | $-29.0M | $-363.2M | ||
| Q1 25 | $-85.0M | $-32.0M | ||
| Q4 24 | $-113.0M | $-16.0M | ||
| Q3 24 | $-78.0M | $-32.6M | ||
| Q2 24 | $-92.0M | $11.4M | ||
| Q1 24 | $-109.0M | $-1.6M |
| Q4 25 | 7.7% | 8.9% | ||
| Q3 25 | 7.2% | 9.7% | ||
| Q2 25 | 8.2% | 7.0% | ||
| Q1 25 | 8.6% | 6.8% | ||
| Q4 24 | 7.8% | 8.7% | ||
| Q3 24 | 7.6% | 10.9% | ||
| Q2 24 | 8.5% | 11.5% | ||
| Q1 24 | 9.7% | 9.5% |
| Q4 25 | -20.4% | 2.6% | ||
| Q3 25 | -7.4% | 2.8% | ||
| Q2 25 | -0.8% | -0.4% | ||
| Q1 25 | -4.9% | -4.2% | ||
| Q4 24 | -8.7% | 2.6% | ||
| Q3 24 | -4.9% | -4.2% | ||
| Q2 24 | -4.8% | 6.7% | ||
| Q1 24 | -7.4% | 4.4% |
| Q4 25 | -148.9% | -5.0% | ||
| Q3 25 | -9.8% | -1.3% | ||
| Q2 25 | -1.9% | -106.8% | ||
| Q1 25 | -7.4% | -9.0% | ||
| Q4 24 | -10.4% | -3.8% | ||
| Q3 24 | -5.7% | -8.1% | ||
| Q2 24 | -6.1% | 2.7% | ||
| Q1 24 | -9.2% | -0.4% |
| Q4 25 | $-1.42 | $-0.33 | ||
| Q3 25 | $-0.12 | $-0.07 | ||
| Q2 25 | $-0.04 | $-5.44 | ||
| Q1 25 | $-0.12 | $-0.49 | ||
| Q4 24 | $-0.16 | $-0.25 | ||
| Q3 24 | $-0.11 | $-0.49 | ||
| Q2 24 | $-0.13 | $0.17 | ||
| Q1 24 | $-0.16 | $-0.02 |
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 | $962.0M | $75.4M |
| 总债务越低越好 | — | $758.1M |
| 股东权益账面价值 | $1.0B | $316.6M |
| 总资产 | $2.4B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 2.39× |
8季度趋势，按日历期对齐
| Q4 25 | $962.0M | $75.4M | ||
| Q3 25 | $962.0M | $77.0M | ||
| Q2 25 | $789.0M | $70.7M | ||
| Q1 25 | $559.0M | $129.9M | ||
| Q4 24 | $679.0M | $125.2M | ||
| Q3 24 | $837.0M | $136.1M | ||
| Q2 24 | $809.0M | $114.1M | ||
| Q1 24 | $990.0M | $54.6M |
| Q4 25 | — | $758.1M | ||
| Q3 25 | — | $763.5M | ||
| Q2 25 | — | $720.4M | ||
| Q1 25 | — | $707.0M | ||
| Q4 24 | — | $706.4M | ||
| Q3 24 | — | $747.7M | ||
| Q2 24 | — | $752.8M | ||
| Q1 24 | — | $755.6M |
| Q4 25 | $1.0B | $316.6M | ||
| Q3 25 | $811.0M | $338.2M | ||
| Q2 25 | $631.0M | $342.3M | ||
| Q1 25 | $645.0M | $688.1M | ||
| Q4 24 | $713.0M | $713.9M | ||
| Q3 24 | $801.0M | $732.7M | ||
| Q2 24 | $845.0M | $755.1M | ||
| Q1 24 | $899.0M | $741.8M |
| Q4 25 | $2.4B | $1.8B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $3.3B | $2.1B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.4B | $2.2B | ||
| Q2 24 | $3.4B | $2.2B | ||
| Q1 24 | $3.4B | $2.1B |
| Q4 25 | — | 2.39× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 2.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 1.02× |
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 | $70.0M | $32.3M |
| 自由现金流经营现金流 - 资本支出 | $67.0M | — |
| 自由现金流率自由现金流/营收 | 9.1% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 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 | $1.0B | — |
8季度趋势，按日历期对齐
| Q4 25 | $70.0M | $32.3M | ||
| Q3 25 | $435.0M | $-17.8M | ||
| Q2 25 | $823.0M | $-30.2M | ||
| Q1 25 | $-279.0M | $39.6M | ||
| Q4 24 | $-80.0M | $54.9M | ||
| Q3 24 | $62.0M | $49.8M | ||
| Q2 24 | $-399.0M | $87.6M | ||
| Q1 24 | $-178.0M | $11.3M |
| Q4 25 | $67.0M | — | ||
| Q3 25 | $432.0M | — | ||
| Q2 25 | $821.0M | — | ||
| Q1 25 | $-283.0M | — | ||
| Q4 24 | $-83.0M | — | ||
| Q3 24 | $56.0M | — | ||
| Q2 24 | $-407.0M | — | ||
| Q1 24 | $-186.0M | — |
| Q4 25 | 9.1% | — | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 52.4% | — | ||
| Q1 25 | -24.5% | — | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | -26.9% | — | ||
| Q1 24 | -15.7% | — |
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 7.69× | ||
| Q1 24 | — | — |
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
OPEN
暂无分部数据
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
