vs
RPC INC（RES）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是RPC INC的1.2倍（$492.9M vs $425.8M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs -0.7%，领先20.4%），RPC INC同比增速更快（27.0% vs 8.5%），过去两年RPC INC的营收复合增速更高（6.2% vs -2.9%）
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
RES vs STWD — 直观对比
营收规模更大
STWD
是对方的1.2倍
$425.8M
营收增速更快
RES
高出18.5%
8.5%
净利率更高
STWD
高出20.4%
-0.7%
两年增速更快
RES
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $425.8M | $492.9M |
| 净利润 | $-3.1M | $96.9M |
| 毛利率 | 21.0% | — |
| 营业利润率 | -0.9% | 26.6% |
| 净利率 | -0.7% | 19.7% |
| 营收同比 | 27.0% | 8.5% |
| 净利润同比 | -124.0% | 87.7% |
| 每股收益（稀释后） | $-0.02 | $0.25 |
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RESSTWD
| Q4 25 | $425.8M | $492.9M | ||
| Q3 25 | $447.1M | $488.9M | ||
| Q2 25 | $420.8M | $444.3M | ||
| Q1 25 | $332.9M | $418.2M | ||
| Q4 24 | $335.4M | $454.4M | ||
| Q3 24 | $337.7M | $479.5M | ||
| Q2 24 | $364.2M | $489.8M | ||
| Q1 24 | $377.8M | $523.1M |
净利润RESSTWD
| Q4 25 | $-3.1M | $96.9M | ||
| Q3 25 | $13.0M | $72.6M | ||
| Q2 25 | $10.1M | $129.8M | ||
| Q1 25 | $12.0M | $112.3M | ||
| Q4 24 | $12.8M | $51.6M | ||
| Q3 24 | $18.8M | $76.1M | ||
| Q2 24 | $32.4M | $77.9M | ||
| Q1 24 | $27.5M | $154.3M |
毛利率RESSTWD
| Q4 25 | 21.0% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 24.5% | — | ||
| Q1 25 | 26.7% | — | ||
| Q4 24 | 25.4% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 28.0% | — | ||
| Q1 24 | 26.8% | — |
营业利润率RESSTWD
| Q4 25 | -0.9% | 26.6% | ||
| Q3 25 | 4.7% | 19.1% | ||
| Q2 25 | 3.7% | 30.5% | ||
| Q1 25 | 3.7% | 28.7% | ||
| Q4 24 | 3.1% | 15.1% | ||
| Q3 24 | 5.7% | 17.2% | ||
| Q2 24 | 9.7% | 19.1% | ||
| Q1 24 | 8.6% | 30.8% |
净利率RESSTWD
| Q4 25 | -0.7% | 19.7% | ||
| Q3 25 | 2.9% | 14.8% | ||
| Q2 25 | 2.4% | 29.2% | ||
| Q1 25 | 3.6% | 26.8% | ||
| Q4 24 | 3.8% | 11.4% | ||
| Q3 24 | 5.6% | 15.9% | ||
| Q2 24 | 8.9% | 15.9% | ||
| Q1 24 | 7.3% | 29.5% |
每股收益（稀释后）RESSTWD
| Q4 25 | $-0.02 | $0.25 | ||
| Q3 25 | $0.06 | $0.19 | ||
| Q2 25 | $0.05 | $0.38 | ||
| Q1 25 | $0.06 | $0.33 | ||
| Q4 24 | $0.06 | $0.15 | ||
| Q3 24 | $0.09 | $0.23 | ||
| Q2 24 | $0.15 | $0.24 | ||
| Q1 24 | $0.13 | $0.48 |
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 | $210.0M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $6.8B |
| 总资产 | $1.5B | $63.2B |
| 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RESSTWD
| Q4 25 | $210.0M | $499.5M | ||
| Q3 25 | $163.5M | $301.1M | ||
| Q2 25 | $162.1M | $259.9M | ||
| Q1 25 | $326.7M | $440.6M | ||
| Q4 24 | $326.0M | $377.8M | ||
| Q3 24 | $276.9M | $357.9M | ||
| Q2 24 | $261.5M | $259.3M | ||
| Q1 24 | $212.2M | $327.4M |
股东权益RESSTWD
| Q4 25 | $1.1B | $6.8B | ||
| Q3 25 | $1.1B | $6.9B | ||
| Q2 25 | $1.1B | $6.4B | ||
| Q1 25 | $1.1B | $6.4B | ||
| Q4 24 | $1.1B | $6.4B | ||
| Q3 24 | $1.1B | $6.5B | ||
| Q2 24 | $1.1B | $6.2B | ||
| Q1 24 | $1.0B | $6.3B |
总资产RESSTWD
| Q4 25 | $1.5B | $63.2B | ||
| Q3 25 | $1.5B | $62.4B | ||
| Q2 25 | $1.5B | $62.4B | ||
| Q1 25 | $1.3B | $62.2B | ||
| Q4 24 | $1.4B | $62.6B | ||
| Q3 24 | $1.3B | $64.2B | ||
| Q2 24 | $1.3B | $64.1B | ||
| Q1 24 | $1.3B | $66.2B |
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 | $61.9M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | — |
| 自由现金流率自由现金流/营收 | 7.3% | — |
| 资本支出强度资本支出/营收 | 7.2% | — |
| 现金转化率经营现金流/净利润 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | $52.9M | — |
8季度趋势，按日历期对齐
经营现金流RESSTWD
| Q4 25 | $61.9M | $488.8M | ||
| Q3 25 | $46.5M | $337.6M | ||
| Q2 25 | $53.1M | $-87.4M | ||
| Q1 25 | $39.9M | $238.9M | ||
| Q4 24 | $94.2M | $295.6M | ||
| Q3 24 | $70.7M | $241.8M | ||
| Q2 24 | $127.9M | $53.3M | ||
| Q1 24 | $56.6M | $55.9M |
自由现金流RESSTWD
| Q4 25 | $31.2M | — | ||
| Q3 25 | $4.1M | — | ||
| Q2 25 | $10.0M | — | ||
| Q1 25 | $7.6M | — | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $19.1M | — | ||
| Q2 24 | $52.9M | — | ||
| Q1 24 | $3.8M | — |
自由现金流率RESSTWD
| Q4 25 | 7.3% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 2.4% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 16.0% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 1.0% | — |
资本支出强度RESSTWD
| Q4 25 | 7.2% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 10.2% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 15.3% | — | ||
| Q2 24 | 20.6% | — | ||
| Q1 24 | 14.0% | — |
现金转化率RESSTWD
| Q4 25 | — | 5.04× | ||
| Q3 25 | 3.59× | 4.65× | ||
| Q2 25 | 5.23× | -0.67× | ||
| Q1 25 | 3.31× | 2.13× | ||
| Q4 24 | 7.38× | 5.72× | ||
| Q3 24 | 3.76× | 3.18× | ||
| Q2 24 | 3.95× | 0.68× | ||
| Q1 24 | 2.06× | 0.36× |
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
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
