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FreightCar America, Inc.（RAIL）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是FreightCar America, Inc.的1.5倍（$188.3M vs $125.5M），BRC Group Holdings, Inc.净利率更高（47.9% vs -13.2%，领先61.2%），FreightCar America, Inc.同比增速更快（-8.8% vs -21.9%），过去两年FreightCar America, Inc.的营收复合增速更高（-11.7% vs -15.4%）
货运车美国公司是铁路行业货运车厢制造商，全球约有2000名雇员，核心生产基地设在墨西哥卡斯塔诺斯，厂区面积达70万平方英尺。此外，公司总部设于芝加哥，在宾夕法尼亚州约翰斯顿设有工程与零部件厂区，主要为铁路领域提供专业货运车厢产品。
RAIL vs RILY — 直观对比
营收规模更大
RILY
是对方的1.5倍
$125.5M
营收增速更快
RAIL
高出13.0%
-21.9%
净利率更高
RILY
高出61.2%
-13.2%
两年增速更快
RAIL
近两年复合增速
-15.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.5M | $188.3M |
| 净利润 | $-16.6M | $90.3M |
| 毛利率 | 13.4% | 79.5% |
| 营业利润率 | 6.2% | 32.3% |
| 净利率 | -13.2% | 47.9% |
| 营收同比 | -8.8% | -21.9% |
| 净利润同比 | -147.9% | 1710.8% |
| 每股收益（稀释后） | $-0.54 | $2.78 |
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RAILRILY
| Q4 25 | $125.5M | $188.3M | ||
| Q3 25 | $160.4M | $215.3M | ||
| Q2 25 | $118.5M | $188.2M | ||
| Q1 25 | $96.2M | $197.2M | ||
| Q4 24 | $137.6M | $241.0M | ||
| Q3 24 | $113.2M | $225.5M | ||
| Q2 24 | $146.0M | $256.0M | ||
| Q1 24 | $160.9M | $263.4M |
净利润RAILRILY
| Q4 25 | $-16.6M | $90.3M | ||
| Q3 25 | $-7.4M | $91.1M | ||
| Q2 25 | $11.7M | $139.5M | ||
| Q1 25 | $50.4M | $-10.0M | ||
| Q4 24 | $34.6M | $-5.6M | ||
| Q3 24 | $-107.0M | $-284.4M | ||
| Q2 24 | $8.2M | $-433.6M | ||
| Q1 24 | $-11.6M | $-49.2M |
毛利率RAILRILY
| Q4 25 | 13.4% | 79.5% | ||
| Q3 25 | 15.1% | 83.7% | ||
| Q2 25 | 15.0% | 81.3% | ||
| Q1 25 | 15.0% | 81.4% | ||
| Q4 24 | 15.3% | 79.8% | ||
| Q3 24 | 14.3% | 82.1% | ||
| Q2 24 | 12.6% | 84.5% | ||
| Q1 24 | 7.1% | 85.3% |
营业利润率RAILRILY
| Q4 25 | 6.2% | 32.3% | ||
| Q3 25 | 9.1% | 30.4% | ||
| Q2 25 | 6.5% | 5.7% | ||
| Q1 25 | 4.0% | -31.2% | ||
| Q4 24 | 8.5% | -69.2% | ||
| Q3 24 | 7.6% | -36.4% | ||
| Q2 24 | 9.0% | -90.8% | ||
| Q1 24 | 2.4% | -6.1% |
净利率RAILRILY
| Q4 25 | -13.2% | 47.9% | ||
| Q3 25 | -4.6% | 42.3% | ||
| Q2 25 | 9.9% | 74.1% | ||
| Q1 25 | 52.4% | -5.1% | ||
| Q4 24 | 25.2% | -2.3% | ||
| Q3 24 | -94.6% | -126.1% | ||
| Q2 24 | 5.6% | -169.4% | ||
| Q1 24 | -7.2% | -18.7% |
每股收益（稀释后）RAILRILY
| Q4 25 | $-0.54 | $2.78 | ||
| Q3 25 | $-0.23 | $2.91 | ||
| Q2 25 | $0.34 | $4.50 | ||
| Q1 25 | $1.52 | $-0.39 | ||
| Q4 24 | $0.88 | $-0.01 | ||
| Q3 24 | $-3.57 | $-9.39 | ||
| Q2 24 | $0.11 | $-14.35 | ||
| Q1 24 | $-0.54 | $-1.71 |
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 | — | $226.6M |
| 总债务越低越好 | $107.2M | $1.4B |
| 股东权益账面价值 | $-107.4M | $-171.5M |
| 总资产 | $290.0M | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资RAILRILY
| Q4 25 | — | $226.6M | ||
| Q3 25 | — | $184.2M | ||
| Q2 25 | — | $267.4M | ||
| Q1 25 | — | $138.3M | ||
| Q4 24 | — | $146.9M | ||
| Q3 24 | — | $159.2M | ||
| Q2 24 | — | $236.9M | ||
| Q1 24 | — | $190.7M |
总债务RAILRILY
| Q4 25 | $107.2M | $1.4B | ||
| Q3 25 | $107.6M | $1.3B | ||
| Q2 25 | $107.9M | $1.3B | ||
| Q1 25 | $108.2M | $1.4B | ||
| Q4 24 | $108.4M | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RAILRILY
| Q4 25 | $-107.4M | $-171.5M | ||
| Q3 25 | $-90.9M | $-260.5M | ||
| Q2 25 | $-83.5M | $-351.7M | ||
| Q1 25 | $-97.4M | $-496.8M | ||
| Q4 24 | $-150.3M | $-488.2M | ||
| Q3 24 | $-156.3M | $-497.6M | ||
| Q2 24 | $-48.8M | $-218.3M | ||
| Q1 24 | $-57.0M | $228.4M |
总资产RAILRILY
| Q4 25 | $290.0M | $1.7B | ||
| Q3 25 | $340.8M | $1.7B | ||
| Q2 25 | $328.1M | $1.5B | ||
| Q1 25 | $250.5M | $1.5B | ||
| Q4 24 | $224.2M | $1.8B | ||
| Q3 24 | $245.9M | $2.2B | ||
| Q2 24 | $207.2M | $3.2B | ||
| Q1 24 | $248.7M | $5.0B |
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 | $10.0M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $8.8M | — |
| 自由现金流率自由现金流/营收 | 7.0% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | — | 0.29× |
| 过去12个月自由现金流最近4个季度 | $31.4M | — |
8季度趋势，按日历期对齐
经营现金流RAILRILY
| Q4 25 | $10.0M | $26.2M | ||
| Q3 25 | $3.4M | $-60.6M | ||
| Q2 25 | $8.5M | $-25.6M | ||
| Q1 25 | $12.8M | $184.0K | ||
| Q4 24 | $5.9M | $-2.7M | ||
| Q3 24 | $7.2M | $19.5M | ||
| Q2 24 | $57.2M | $111.5M | ||
| Q1 24 | $-25.3M | $135.4M |
自由现金流RAILRILY
| Q4 25 | $8.8M | — | ||
| Q3 25 | $2.2M | — | ||
| Q2 25 | $7.9M | — | ||
| Q1 25 | $12.5M | — | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.7M | — | ||
| Q2 24 | $55.9M | — | ||
| Q1 24 | $-26.3M | — |
自由现金流率RAILRILY
| Q4 25 | 7.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 13.0% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 38.3% | — | ||
| Q1 24 | -16.3% | — |
资本支出强度RAILRILY
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 0.6% | — |
现金转化率RAILRILY
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | 0.73× | -0.18× | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 6.99× | — | ||
| 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
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
