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RPM INTERNATIONAL INC（RPM）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是RPM INTERNATIONAL INC的1.7倍（$3.2B vs $1.9B），福泰制药净利率更高（37.3% vs 8.4%，领先28.9%），福泰制药同比增速更快（9.5% vs 3.5%），福泰制药自由现金流更多（$348.6M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 8.9%）
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。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
RPM vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.7倍
$1.9B
营收增速更快
VRTX
高出6.0%
3.5%
净利率更高
VRTX
高出28.9%
8.4%
自由现金流更多
VRTX
多$52.2M
$296.4M
两年增速更快
RPM
近两年复合增速
8.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.2B |
| 净利润 | $161.2M | $1.2B |
| 毛利率 | 40.8% | 85.4% |
| 营业利润率 | 11.0% | 37.8% |
| 净利率 | 8.4% | 37.3% |
| 营收同比 | 3.5% | 9.5% |
| 净利润同比 | -12.0% | 30.5% |
| 每股收益（稀释后） | $1.26 | $4.64 |
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RPMVRTX
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.1B | $3.0B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.0B | $2.6B | ||
| Q1 24 | $1.5B | $2.7B |
净利润RPMVRTX
| Q4 25 | $161.2M | $1.2B | ||
| Q3 25 | $227.6M | $1.1B | ||
| Q2 25 | $225.8M | $1.0B | ||
| Q1 25 | $52.0M | $646.3M | ||
| Q4 24 | $183.2M | $913.0M | ||
| Q3 24 | $227.7M | $1.0B | ||
| Q2 24 | $180.6M | $-3.6B | ||
| Q1 24 | $61.2M | $1.1B |
毛利率RPMVRTX
| Q4 25 | 40.8% | 85.4% | ||
| Q3 25 | 42.3% | 86.5% | ||
| Q2 25 | 42.4% | 86.3% | ||
| Q1 25 | 38.4% | 86.9% | ||
| Q4 24 | 41.4% | 85.5% | ||
| Q3 24 | 42.5% | 85.8% | ||
| Q2 24 | 41.4% | 85.9% | ||
| Q1 24 | 39.9% | 87.3% |
营业利润率RPMVRTX
| Q4 25 | 11.0% | 37.8% | ||
| Q3 25 | 14.1% | 38.6% | ||
| Q2 25 | 11.9% | 38.8% | ||
| Q1 25 | 2.8% | 22.7% | ||
| Q4 24 | 11.5% | 35.2% | ||
| Q3 24 | 14.8% | 40.3% | ||
| Q2 24 | 11.9% | -132.9% | ||
| Q1 24 | 5.5% | 42.4% |
净利率RPMVRTX
| Q4 25 | 8.4% | 37.3% | ||
| Q3 25 | 10.8% | 35.2% | ||
| Q2 25 | 10.8% | 34.8% | ||
| Q1 25 | 3.5% | 23.3% | ||
| Q4 24 | 9.9% | 31.4% | ||
| Q3 24 | 11.6% | 37.7% | ||
| Q2 24 | 9.0% | -135.8% | ||
| Q1 24 | 4.0% | 40.9% |
每股收益（稀释后）RPMVRTX
| Q4 25 | $1.26 | $4.64 | ||
| Q3 25 | $1.77 | $4.20 | ||
| Q2 25 | $1.76 | $3.99 | ||
| Q1 25 | $0.40 | $2.49 | ||
| Q4 24 | $1.42 | $3.62 | ||
| Q3 24 | $1.77 | $4.01 | ||
| Q2 24 | $1.40 | $-13.92 | ||
| Q1 24 | $0.47 | $4.21 |
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 | $316.6M | $6.6B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $3.1B | $18.7B |
| 总资产 | $7.9B | $25.6B |
| 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RPMVRTX
| Q4 25 | $316.6M | $6.6B | ||
| Q3 25 | $297.1M | $6.3B | ||
| Q2 25 | $302.1M | $6.4B | ||
| Q1 25 | $241.9M | $6.2B | ||
| Q4 24 | $268.7M | $6.1B | ||
| Q3 24 | $231.6M | $6.5B | ||
| Q2 24 | $237.4M | $5.8B | ||
| Q1 24 | $248.9M | $10.2B |
总债务RPMVRTX
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.2B | — |
股东权益RPMVRTX
| Q4 25 | $3.1B | $18.7B | ||
| Q3 25 | $3.1B | $17.3B | ||
| Q2 25 | $2.9B | $17.2B | ||
| Q1 25 | $2.7B | $16.5B | ||
| Q4 24 | $2.7B | $16.4B | ||
| Q3 24 | $2.6B | $15.6B | ||
| Q2 24 | $2.5B | $14.8B | ||
| Q1 24 | $2.3B | $18.5B |
总资产RPMVRTX
| Q4 25 | $7.9B | $25.6B | ||
| Q3 25 | $7.9B | $24.9B | ||
| Q2 25 | $7.8B | $24.0B | ||
| Q1 25 | $6.6B | $22.9B | ||
| Q4 24 | $6.7B | $22.5B | ||
| Q3 24 | $6.6B | $22.2B | ||
| Q2 24 | $6.6B | $20.1B | ||
| Q1 24 | $6.4B | $23.9B |
负债/权益比RPMVRTX
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.77× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 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 | $345.7M | $498.0M |
| 自由现金流经营现金流 - 资本支出 | $296.4M | $348.6M |
| 自由现金流率自由现金流/营收 | 15.5% | 10.9% |
| 资本支出强度资本支出/营收 | 2.6% | 4.7% |
| 现金转化率经营现金流/净利润 | 2.14× | 0.42× |
| 过去12个月自由现金流最近4个季度 | $582.9M | $3.2B |
8季度趋势，按日历期对齐
经营现金流RPMVRTX
| Q4 25 | $345.7M | $498.0M | ||
| Q3 25 | $237.5M | $1.2B | ||
| Q2 25 | $149.2M | $1.1B | ||
| Q1 25 | $91.5M | $818.9M | ||
| Q4 24 | $279.4M | $584.6M | ||
| Q3 24 | $248.1M | $1.4B | ||
| Q2 24 | $181.2M | $-3.8B | ||
| Q1 24 | $173.4M | $1.3B |
自由现金流RPMVRTX
| Q4 25 | $296.4M | $348.6M | ||
| Q3 25 | $175.0M | $1.1B | ||
| Q2 25 | $78.2M | $927.4M | ||
| Q1 25 | $33.3M | $778.2M | ||
| Q4 24 | $229.5M | $492.0M | ||
| Q3 24 | $197.3M | $1.3B | ||
| Q2 24 | $105.3M | $-3.8B | ||
| Q1 24 | $124.6M | $1.2B |
自由现金流率RPMVRTX
| Q4 25 | 15.5% | 10.9% | ||
| Q3 25 | 8.3% | 37.0% | ||
| Q2 25 | 3.8% | 31.3% | ||
| Q1 25 | 2.3% | 28.1% | ||
| Q4 24 | 12.4% | 16.9% | ||
| Q3 24 | 10.0% | 47.0% | ||
| Q2 24 | 5.2% | -144.5% | ||
| Q1 24 | 8.2% | 46.0% |
资本支出强度RPMVRTX
| Q4 25 | 2.6% | 4.7% | ||
| Q3 25 | 3.0% | 3.3% | ||
| Q2 25 | 3.4% | 4.9% | ||
| Q1 25 | 3.9% | 1.5% | ||
| Q4 24 | 2.7% | 3.2% | ||
| Q3 24 | 2.6% | 2.4% | ||
| Q2 24 | 3.8% | 2.6% | ||
| Q1 24 | 3.2% | 2.5% |
现金转化率RPMVRTX
| Q4 25 | 2.14× | 0.42× | ||
| Q3 25 | 1.04× | 1.15× | ||
| Q2 25 | 0.66× | 1.04× | ||
| Q1 25 | 1.76× | 1.27× | ||
| Q4 24 | 1.53× | 0.64× | ||
| Q3 24 | 1.09× | 1.31× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 2.83× | 1.19× |
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
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
