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北极星（PII）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的季度营收约是北极星的1.2倍（$1.9B vs $1.7B），RPM INTERNATIONAL INC净利率更高（8.4% vs -2.8%，领先11.3%），北极星同比增速更快（8.0% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-342.5M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs -8.0%）
北极星公司（Polaris Inc.）是总部位于美国明尼苏达州麦地那的机动车制造企业，创立于明尼苏达州罗索，当地目前仍保留其工程研发与生产设施。公司曾通过胜利摩托子公司生产摩托车，2011年收购印第安摩托品牌后转由该子公司运营摩托业务，此前还曾生产私人水上摩托艇产品。
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。
PII vs RPM — 直观对比
营收规模更大
RPM
是对方的1.2倍
$1.7B
营收增速更快
PII
高出4.5%
3.5%
净利率更高
RPM
高出11.3%
-2.8%
自由现金流更多
RPM
多$638.9M
$-342.5M
两年增速更快
RPM
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $-47.2M | $161.2M |
| 毛利率 | 20.2% | 40.8% |
| 营业利润率 | 76.5% | 11.0% |
| 净利率 | -2.8% | 8.4% |
| 营收同比 | 8.0% | 3.5% |
| 净利润同比 | 29.0% | -12.0% |
| 每股收益（稀释后） | $-0.83 | $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PIIRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $1.8B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $2.0B | $2.0B |
净利润PIIRPM
| Q1 26 | $-47.2M | — | ||
| Q4 25 | $-303.6M | $161.2M | ||
| Q3 25 | $-15.8M | $227.6M | ||
| Q2 25 | $-79.3M | $225.8M | ||
| Q1 25 | $-66.8M | $52.0M | ||
| Q4 24 | $10.6M | $183.2M | ||
| Q3 24 | $27.7M | $227.7M | ||
| Q2 24 | $68.7M | $180.6M |
毛利率PIIRPM
| Q1 26 | 20.2% | — | ||
| Q4 25 | 20.0% | 40.8% | ||
| Q3 25 | 20.7% | 42.3% | ||
| Q2 25 | 19.4% | 42.4% | ||
| Q1 25 | 16.0% | 38.4% | ||
| Q4 24 | 20.4% | 41.4% | ||
| Q3 24 | 20.6% | 42.5% | ||
| Q2 24 | 21.6% | 41.4% |
营业利润率PIIRPM
| Q1 26 | 76.5% | — | ||
| Q4 25 | -16.7% | 11.0% | ||
| Q3 25 | 1.1% | 14.1% | ||
| Q2 25 | -0.7% | 11.9% | ||
| Q1 25 | -2.4% | 2.8% | ||
| Q4 24 | 3.7% | 11.5% | ||
| Q3 24 | 3.8% | 14.8% | ||
| Q2 24 | 6.1% | 11.9% |
净利率PIIRPM
| Q1 26 | -2.8% | — | ||
| Q4 25 | -15.8% | 8.4% | ||
| Q3 25 | -0.9% | 10.8% | ||
| Q2 25 | -4.3% | 10.8% | ||
| Q1 25 | -4.3% | 3.5% | ||
| Q4 24 | 0.6% | 9.9% | ||
| Q3 24 | 1.6% | 11.6% | ||
| Q2 24 | 3.5% | 9.0% |
每股收益（稀释后）PIIRPM
| Q1 26 | $-0.83 | — | ||
| Q4 25 | $-5.34 | $1.26 | ||
| Q3 25 | $-0.28 | $1.77 | ||
| Q2 25 | $-1.39 | $1.76 | ||
| Q1 25 | $-1.17 | $0.40 | ||
| Q4 24 | $0.18 | $1.42 | ||
| Q3 24 | $0.49 | $1.77 | ||
| Q2 24 | $1.21 | $1.40 |
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 | $282.0M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $750.4M | $3.1B |
| 总资产 | $5.2B | $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PIIRPM
| Q1 26 | $282.0M | — | ||
| Q4 25 | $138.0M | $316.6M | ||
| Q3 25 | $335.5M | $297.1M | ||
| Q2 25 | $324.3M | $302.1M | ||
| Q1 25 | $291.7M | $241.9M | ||
| Q4 24 | $287.8M | $268.7M | ||
| Q3 24 | $291.3M | $231.6M | ||
| Q2 24 | $322.7M | $237.4M |
总债务PIIRPM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $2.1B | $2.0B |
股东权益PIIRPM
| Q1 26 | $750.4M | — | ||
| Q4 25 | $828.4M | $3.1B | ||
| Q3 25 | $1.1B | $3.1B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.5B |
总资产PIIRPM
| Q1 26 | $5.2B | — | ||
| Q4 25 | $4.9B | $7.9B | ||
| Q3 25 | $5.3B | $7.9B | ||
| Q2 25 | $5.4B | $7.8B | ||
| Q1 25 | $5.5B | $6.6B | ||
| Q4 24 | $5.5B | $6.7B | ||
| Q3 24 | $5.6B | $6.6B | ||
| Q2 24 | $5.7B | $6.6B |
负债/权益比PIIRPM
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 0.80× | ||
| Q3 25 | 1.13× | 0.87× | ||
| Q2 25 | 1.17× | 0.91× | ||
| Q1 25 | 1.32× | 0.78× | ||
| Q4 24 | 1.27× | 0.74× | ||
| Q3 24 | 1.29× | 0.77× | ||
| Q2 24 | 1.56× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-342.5M | $296.4M |
| 自由现金流率自由现金流/营收 | -20.6% | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $168.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流PIIRPM
| Q1 26 | — | — | ||
| Q4 25 | $178.7M | $345.7M | ||
| Q3 25 | $158.8M | $237.5M | ||
| Q2 25 | $320.3M | $149.2M | ||
| Q1 25 | $83.2M | $91.5M | ||
| Q4 24 | $206.3M | $279.4M | ||
| Q3 24 | $21.0M | $248.1M | ||
| Q2 24 | $146.3M | $181.2M |
自由现金流PIIRPM
| Q1 26 | $-342.5M | — | ||
| Q4 25 | $114.0M | $296.4M | ||
| Q3 25 | $116.7M | $175.0M | ||
| Q2 25 | $279.8M | $78.2M | ||
| Q1 25 | $47.6M | $33.3M | ||
| Q4 24 | $137.3M | $229.5M | ||
| Q3 24 | $-32.4M | $197.3M | ||
| Q2 24 | $79.1M | $105.3M |
自由现金流率PIIRPM
| Q1 26 | -20.6% | — | ||
| Q4 25 | 5.9% | 15.5% | ||
| Q3 25 | 6.3% | 8.3% | ||
| Q2 25 | 15.1% | 3.8% | ||
| Q1 25 | 3.1% | 2.3% | ||
| Q4 24 | 7.8% | 12.4% | ||
| Q3 24 | -1.9% | 10.0% | ||
| Q2 24 | 4.0% | 5.2% |
资本支出强度PIIRPM
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 2.6% | ||
| Q3 25 | 2.3% | 3.0% | ||
| Q2 25 | 2.2% | 3.4% | ||
| Q1 25 | 2.3% | 3.9% | ||
| Q4 24 | 3.9% | 2.7% | ||
| Q3 24 | 3.1% | 2.6% | ||
| Q2 24 | 3.4% | 3.8% |
现金转化率PIIRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | 19.46× | 1.53× | ||
| Q3 24 | 0.76× | 1.09× | ||
| Q2 24 | 2.13× | 1.00× |
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
PII
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
