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Packaging Corporation of America(PKG)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
Packaging Corporation of America的季度营收约是利氏兄弟拍卖行的2.0倍($2.4B vs $1.2B),利氏兄弟拍卖行净利率更高(9.1% vs 7.2%,领先1.9%),Packaging Corporation of America同比增速更快(10.6% vs 5.4%),过去两年Packaging Corporation of America的营收复合增速更高(6.8% vs 6.3%)
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业,业务主要布局于美国本土,当前拥有约15500名员工,首席执行官为Mark W. Kowlzan。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
PKG vs RBA — 直观对比
营收规模更大
PKG
是对方的2.0倍
$1.2B
营收增速更快
PKG
高出5.2%
5.4%
净利率更高
RBA
高出1.9%
7.2%
两年增速更快
PKG
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $1.2B |
| 净利润 | $170.9M | $109.7M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 10.6% | 14.7% |
| 净利率 | 7.2% | 9.1% |
| 营收同比 | 10.6% | 5.4% |
| 净利润同比 | -16.1% | -7.4% |
| 每股收益(稀释后) | $1.91 | $0.53 |
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
PKG
RBA
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.2B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.2B | $981.8M | ||
| Q2 24 | $2.1B | $1.1B |
净利润
PKG
RBA
| Q1 26 | $170.9M | — | ||
| Q4 25 | $101.9M | $109.7M | ||
| Q3 25 | $226.9M | $95.5M | ||
| Q2 25 | $241.5M | $109.8M | ||
| Q1 25 | $203.8M | $113.4M | ||
| Q4 24 | $221.2M | $118.5M | ||
| Q3 24 | $238.1M | $76.1M | ||
| Q2 24 | $198.9M | $111.1M |
毛利率
PKG
RBA
| Q1 26 | 19.1% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 21.1% | — |
营业利润率
PKG
RBA
| Q1 26 | 10.6% | — | ||
| Q4 25 | 7.1% | 14.7% | ||
| Q3 25 | 14.0% | 14.5% | ||
| Q2 25 | 15.4% | 15.9% | ||
| Q1 25 | 13.1% | 17.1% | ||
| Q4 24 | 14.1% | 18.1% | ||
| Q3 24 | 15.0% | 15.6% | ||
| Q2 24 | 13.3% | 18.4% |
净利率
PKG
RBA
| Q1 26 | 7.2% | — | ||
| Q4 25 | 4.3% | 9.1% | ||
| Q3 25 | 9.8% | 8.7% | ||
| Q2 25 | 11.1% | 9.3% | ||
| Q1 25 | 9.5% | 10.2% | ||
| Q4 24 | 10.3% | 10.4% | ||
| Q3 24 | 10.9% | 7.8% | ||
| Q2 24 | 9.6% | 10.1% |
每股收益(稀释后)
PKG
RBA
| Q1 26 | $1.91 | — | ||
| Q4 25 | $1.14 | $0.53 | ||
| Q3 25 | $2.51 | $0.43 | ||
| Q2 25 | $2.67 | $0.53 | ||
| Q1 25 | $2.26 | $0.55 | ||
| Q4 24 | $2.45 | $0.58 | ||
| Q3 24 | $2.64 | $0.36 | ||
| Q2 24 | $2.21 | $0.54 |
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 | — | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | — | $5.6B |
| 总资产 | — | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $529.0M | $531.5M | ||
| Q3 25 | $634.0M | $674.7M | ||
| Q2 25 | $787.9M | $710.2M | ||
| Q1 25 | $751.7M | $578.1M | ||
| Q4 24 | $685.0M | $533.9M | ||
| Q3 24 | $676.6M | $650.7M | ||
| Q2 24 | $613.6M | $599.5M |
总债务
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.3B | ||
| Q3 25 | $4.0B | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.5B | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $5.6B | ||
| Q3 25 | $4.8B | $5.5B | ||
| Q2 25 | $4.6B | $5.5B | ||
| Q1 25 | $4.5B | $5.3B | ||
| Q4 24 | $4.4B | $5.2B | ||
| Q3 24 | $4.3B | $5.2B | ||
| Q2 24 | $4.1B | $5.2B |
总资产
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $10.7B | $12.1B | ||
| Q3 25 | $11.0B | $12.2B | ||
| Q2 25 | $9.0B | $12.2B | ||
| Q1 25 | $9.0B | $11.9B | ||
| Q4 24 | $8.8B | $11.8B | ||
| Q3 24 | $8.8B | $11.9B | ||
| Q2 24 | $9.0B | $12.1B |
负债/权益比
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.42× | ||
| Q3 25 | 0.84× | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 0.57× | 0.50× | ||
| Q3 24 | 0.58× | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 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 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势,按日历期对齐
经营现金流
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $446.6M | $255.2M | ||
| Q3 25 | $472.2M | $239.7M | ||
| Q2 25 | $299.6M | $326.5M | ||
| Q1 25 | $339.1M | $156.8M | ||
| Q4 24 | $325.4M | $184.5M | ||
| Q3 24 | $327.1M | $285.4M | ||
| Q2 24 | $278.3M | $337.3M |
自由现金流
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | $127.6M | $186.5M | ||
| Q3 25 | $280.1M | $188.5M | ||
| Q2 25 | $129.9M | $241.7M | ||
| Q1 25 | $191.0M | $102.5M | ||
| Q4 24 | $124.1M | $127.9M | ||
| Q3 24 | $180.4M | $248.5M | ||
| Q2 24 | $33.3M | $308.6M |
自由现金流率
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 15.5% | ||
| Q3 25 | 12.1% | 17.3% | ||
| Q2 25 | 6.0% | 20.4% | ||
| Q1 25 | 8.9% | 9.2% | ||
| Q4 24 | 5.8% | 11.2% | ||
| Q3 24 | 8.3% | 25.3% | ||
| Q2 24 | 1.6% | 28.2% |
资本支出强度
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | 5.7% | ||
| Q3 25 | 8.3% | 4.7% | ||
| Q2 25 | 7.8% | 7.2% | ||
| Q1 25 | 6.9% | 4.9% | ||
| Q4 24 | 9.4% | 5.0% | ||
| Q3 24 | 6.7% | 3.8% | ||
| Q2 24 | 11.8% | 2.6% |
现金转化率
PKG
RBA
| Q1 26 | — | — | ||
| Q4 25 | 4.38× | 2.33× | ||
| Q3 25 | 2.08× | 2.51× | ||
| Q2 25 | 1.24× | 2.97× | ||
| Q1 25 | 1.66× | 1.38× | ||
| Q4 24 | 1.47× | 1.56× | ||
| Q3 24 | 1.37× | 3.75× | ||
| Q2 24 | 1.40× | 3.04× |
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
PKG
暂无分部数据
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |