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豪士科（OSK）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
豪士科的季度营收约是RPM INTERNATIONAL INC的1.4倍（$2.7B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 5.0%，领先3.5%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 3.5%），豪士科自由现金流更多（$540.3M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 2.8%）
豪士科（原称豪士科卡车）是美国知名工业企业，主营特种卡车、军用车辆、机场消防设备、高空作业设备等产品的设计与制造。旗下拥有威斯康星州的消防车制造商Pierce Manufacturing，以及生产各类升降作业设备的JLG工业公司。
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。
OSK vs RPM — 直观对比
营收规模更大
OSK
是对方的1.4倍
$1.9B
营收增速更快
RPM
高出0.0%
3.5%
净利率更高
RPM
高出3.5%
5.0%
自由现金流更多
OSK
多$243.9M
$296.4M
两年增速更快
RPM
近两年复合增速
2.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.9B |
| 净利润 | $133.8M | $161.2M |
| 毛利率 | 15.8% | 40.8% |
| 营业利润率 | 7.9% | 11.0% |
| 净利率 | 5.0% | 8.4% |
| 营收同比 | 3.5% | 3.5% |
| 净利润同比 | -12.6% | -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OSKRPM
| Q4 25 | $2.7B | $1.9B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $2.8B | $2.0B | ||
| Q1 24 | $2.5B | $1.5B |
净利润OSKRPM
| Q4 25 | $133.8M | $161.2M | ||
| Q3 25 | $196.2M | $227.6M | ||
| Q2 25 | $204.8M | $225.8M | ||
| Q1 25 | $112.2M | $52.0M | ||
| Q4 24 | $153.1M | $183.2M | ||
| Q3 24 | $180.3M | $227.7M | ||
| Q2 24 | $168.6M | $180.6M | ||
| Q1 24 | $179.4M | $61.2M |
毛利率OSKRPM
| Q4 25 | 15.8% | 40.8% | ||
| Q3 25 | 17.5% | 42.3% | ||
| Q2 25 | 19.2% | 42.4% | ||
| Q1 25 | 17.3% | 38.4% | ||
| Q4 24 | 17.2% | 41.4% | ||
| Q3 24 | 18.5% | 42.5% | ||
| Q2 24 | 19.2% | 41.4% | ||
| Q1 24 | 18.5% | 39.9% |
营业利润率OSKRPM
| Q4 25 | 7.9% | 11.0% | ||
| Q3 25 | 9.7% | 14.1% | ||
| Q2 25 | 10.7% | 11.9% | ||
| Q1 25 | 7.6% | 2.8% | ||
| Q4 24 | 8.6% | 11.5% | ||
| Q3 24 | 9.7% | 14.8% | ||
| Q2 24 | 9.2% | 11.9% | ||
| Q1 24 | 10.2% | 5.5% |
净利率OSKRPM
| Q4 25 | 5.0% | 8.4% | ||
| Q3 25 | 7.3% | 10.8% | ||
| Q2 25 | 7.5% | 10.8% | ||
| Q1 25 | 4.9% | 3.5% | ||
| Q4 24 | 5.9% | 9.9% | ||
| Q3 24 | 6.6% | 11.6% | ||
| Q2 24 | 5.9% | 9.0% | ||
| Q1 24 | 7.1% | 4.0% |
每股收益（稀释后）OSKRPM
| Q4 25 | — | $1.26 | ||
| Q3 25 | — | $1.77 | ||
| Q2 25 | — | $1.76 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $1.42 | ||
| Q3 24 | — | $1.77 | ||
| Q2 24 | — | $1.40 | ||
| Q1 24 | — | $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 | $479.8M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $4.5B | $3.1B |
| 总资产 | $10.1B | $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OSKRPM
| Q4 25 | $479.8M | $316.6M | ||
| Q3 25 | $211.8M | $297.1M | ||
| Q2 25 | $191.7M | $302.1M | ||
| Q1 25 | $210.3M | $241.9M | ||
| Q4 24 | $204.9M | $268.7M | ||
| Q3 24 | $160.9M | $231.6M | ||
| Q2 24 | $141.4M | $237.4M | ||
| Q1 24 | $69.9M | $248.9M |
总债务OSKRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $602.3M | $2.0B | ||
| Q2 24 | $599.1M | $2.0B | ||
| Q1 24 | $598.9M | $2.2B |
股东权益OSKRPM
| Q4 25 | $4.5B | $3.1B | ||
| Q3 25 | $4.5B | $3.1B | ||
| Q2 25 | $4.5B | $2.9B | ||
| Q1 25 | $4.2B | $2.7B | ||
| Q4 24 | $4.2B | $2.7B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $3.9B | $2.5B | ||
| Q1 24 | $3.8B | $2.3B |
总资产OSKRPM
| Q4 25 | $10.1B | $7.9B | ||
| Q3 25 | $9.8B | $7.9B | ||
| Q2 25 | $10.0B | $7.8B | ||
| Q1 25 | $9.8B | $6.6B | ||
| Q4 24 | $9.4B | $6.7B | ||
| Q3 24 | $9.9B | $6.6B | ||
| Q2 24 | $9.7B | $6.6B | ||
| Q1 24 | $9.5B | $6.4B |
负债/权益比OSKRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 0.15× | 0.77× | ||
| Q2 24 | 0.15× | 0.79× | ||
| Q1 24 | 0.16× | 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 | $600.1M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $540.3M | $296.4M |
| 自由现金流率自由现金流/营收 | 20.1% | 15.5% |
| 资本支出强度资本支出/营收 | 2.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 4.49× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $618.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流OSKRPM
| Q4 25 | $600.1M | $345.7M | ||
| Q3 25 | $489.0M | $237.5M | ||
| Q2 25 | $89.2M | $149.2M | ||
| Q1 25 | $-394.9M | $91.5M | ||
| Q4 24 | $790.8M | $279.4M | ||
| Q3 24 | $326.1M | $248.1M | ||
| Q2 24 | $-211.0M | $181.2M | ||
| Q1 24 | $-355.8M | $173.4M |
自由现金流OSKRPM
| Q4 25 | $540.3M | $296.4M | ||
| Q3 25 | $464.3M | $175.0M | ||
| Q2 25 | $48.6M | $78.2M | ||
| Q1 25 | $-435.2M | $33.3M | ||
| Q4 24 | $703.3M | $229.5M | ||
| Q3 24 | $272.2M | $197.3M | ||
| Q2 24 | $-250.5M | $105.3M | ||
| Q1 24 | $-455.9M | $124.6M |
自由现金流率OSKRPM
| Q4 25 | 20.1% | 15.5% | ||
| Q3 25 | 17.3% | 8.3% | ||
| Q2 25 | 1.8% | 3.8% | ||
| Q1 25 | -18.8% | 2.3% | ||
| Q4 24 | 27.1% | 12.4% | ||
| Q3 24 | 9.9% | 10.0% | ||
| Q2 24 | -8.8% | 5.2% | ||
| Q1 24 | -17.9% | 8.2% |
资本支出强度OSKRPM
| Q4 25 | 2.2% | 2.6% | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 1.5% | 3.4% | ||
| Q1 25 | 1.7% | 3.9% | ||
| Q4 24 | 3.4% | 2.7% | ||
| Q3 24 | 2.0% | 2.6% | ||
| Q2 24 | 1.4% | 3.8% | ||
| Q1 24 | 3.9% | 3.2% |
现金转化率OSKRPM
| Q4 25 | 4.49× | 2.14× | ||
| Q3 25 | 2.49× | 1.04× | ||
| Q2 25 | 0.44× | 0.66× | ||
| Q1 25 | -3.52× | 1.76× | ||
| Q4 24 | 5.17× | 1.53× | ||
| Q3 24 | 1.81× | 1.09× | ||
| Q2 24 | -1.25× | 1.00× | ||
| Q1 24 | -1.98× | 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
OSK
| Vocational Segment | $922.4M | 34% |
| Aerial Works Platforms | $548.6M | 20% |
| Other Access Equipment | $311.8M | 12% |
| Telehandlers | $311.2M | 12% |
| Airport Products | $252.7M | 9% |
| Delivery Vehicles | $165.0M | 6% |
| Other Vocational | $130.7M | 5% |
| Transferred Over Time | $23.5M | 1% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
