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传奇娱乐（ACEL）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是传奇娱乐的1.4倍（$461.6M vs $341.4M），RBC Bearings INC净利率更高（14.6% vs 4.7%，领先9.9%），RBC Bearings INC同比增速更快（17.0% vs 7.5%），RBC Bearings INC自由现金流更多（$99.1M vs $16.0M），过去两年传奇娱乐的营收复合增速更高（6.4% vs 5.6%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
ACEL vs RBC — 直观对比
营收规模更大
RBC
是对方的1.4倍
$341.4M
营收增速更快
RBC
高出9.5%
7.5%
净利率更高
RBC
高出9.9%
4.7%
自由现金流更多
RBC
多$83.1M
$16.0M
两年增速更快
ACEL
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $341.4M | $461.6M |
| 净利润 | $16.2M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 8.7% | 22.3% |
| 净利率 | 4.7% | 14.6% |
| 营收同比 | 7.5% | 17.0% |
| 净利润同比 | 93.3% | 16.4% |
| 每股收益（稀释后） | $0.19 | $2.13 |
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ACELRBC
| Q4 25 | $341.4M | $461.6M | ||
| Q3 25 | $329.7M | $455.3M | ||
| Q2 25 | $335.9M | $436.0M | ||
| Q1 25 | $323.9M | $437.7M | ||
| Q4 24 | $317.5M | $394.4M | ||
| Q3 24 | $302.2M | $397.9M | ||
| Q2 24 | $309.4M | $406.3M | ||
| Q1 24 | $301.8M | $413.7M |
净利润ACELRBC
| Q4 25 | $16.2M | $67.4M | ||
| Q3 25 | $13.4M | $60.0M | ||
| Q2 25 | $7.3M | $68.5M | ||
| Q1 25 | $14.6M | $72.7M | ||
| Q4 24 | $8.4M | $57.9M | ||
| Q3 24 | $4.9M | $54.2M | ||
| Q2 24 | $14.6M | $61.4M | ||
| Q1 24 | $7.4M | — |
毛利率ACELRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率ACELRBC
| Q4 25 | 8.7% | 22.3% | ||
| Q3 25 | 7.7% | 21.5% | ||
| Q2 25 | 8.0% | 23.2% | ||
| Q1 25 | 8.0% | 23.0% | ||
| Q4 24 | 6.5% | 21.7% | ||
| Q3 24 | 7.2% | 21.6% | ||
| Q2 24 | 7.3% | 24.0% | ||
| Q1 24 | 8.5% | 22.8% |
净利率ACELRBC
| Q4 25 | 4.7% | 14.6% | ||
| Q3 25 | 4.1% | 13.2% | ||
| Q2 25 | 2.2% | 15.7% | ||
| Q1 25 | 4.5% | 16.6% | ||
| Q4 24 | 2.6% | 14.7% | ||
| Q3 24 | 1.6% | 13.6% | ||
| Q2 24 | 4.7% | 15.1% | ||
| Q1 24 | 2.5% | — |
每股收益（稀释后）ACELRBC
| Q4 25 | $0.19 | $2.13 | ||
| Q3 25 | $0.16 | $1.90 | ||
| Q2 25 | $0.08 | $2.17 | ||
| Q1 25 | $0.17 | $2.33 | ||
| Q4 24 | $0.09 | $1.82 | ||
| Q3 24 | $0.06 | $1.65 | ||
| Q2 24 | $0.17 | $1.90 | ||
| Q1 24 | $0.09 | $1.92 |
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 | $296.6M | $107.6M |
| 总债务越低越好 | $607.4M | $990.2M |
| 股东权益账面价值 | $269.7M | $3.3B |
| 总资产 | $1.1B | $5.1B |
| 负债/权益比越低杠杆越低 | 2.25× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资ACELRBC
| Q4 25 | $296.6M | $107.6M | ||
| Q3 25 | $290.2M | $91.2M | ||
| Q2 25 | $264.6M | $132.9M | ||
| Q1 25 | $271.9M | $36.8M | ||
| Q4 24 | $281.3M | — | ||
| Q3 24 | $265.1M | — | ||
| Q2 24 | $254.9M | $76.8M | ||
| Q1 24 | $253.9M | $63.5M |
总债务ACELRBC
| Q4 25 | $607.4M | $990.2M | ||
| Q3 25 | $595.4M | $1.1B | ||
| Q2 25 | $595.5M | $915.6M | ||
| Q1 25 | $580.7M | $920.1M | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — | ||
| Q1 24 | $539.9M | $1.2B |
股东权益ACELRBC
| Q4 25 | $269.7M | $3.3B | ||
| Q3 25 | $267.1M | $3.2B | ||
| Q2 25 | $260.5M | $3.1B | ||
| Q1 25 | $259.1M | $3.0B | ||
| Q4 24 | $255.0M | $2.9B | ||
| Q3 24 | $206.7M | $2.9B | ||
| Q2 24 | $209.1M | $2.8B | ||
| Q1 24 | $202.1M | $2.8B |
总资产ACELRBC
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $1.1B | $4.8B | ||
| Q1 25 | $1.0B | $4.7B | ||
| Q4 24 | $1.0B | $4.7B | ||
| Q3 24 | $950.2M | $4.7B | ||
| Q2 24 | $950.3M | $4.7B | ||
| Q1 24 | $919.1M | $4.7B |
负债/权益比ACELRBC
| Q4 25 | 2.25× | 0.30× | ||
| Q3 25 | 2.23× | 0.34× | ||
| Q2 25 | 2.29× | 0.29× | ||
| Q1 25 | 2.24× | 0.30× | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — | ||
| Q1 24 | 2.67× | 0.43× |
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 | $31.1M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 4.7% | 21.5% |
| 资本支出强度资本支出/营收 | 4.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.92× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $62.0M | — |
8季度趋势，按日历期对齐
经营现金流ACELRBC
| Q4 25 | $31.1M | $122.1M | ||
| Q3 25 | $55.2M | $88.4M | ||
| Q2 25 | $19.8M | $120.0M | ||
| Q1 25 | $44.8M | — | ||
| Q4 24 | $13.5M | $84.0M | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $28.9M | $97.4M | ||
| Q1 24 | $28.8M | — |
自由现金流ACELRBC
| Q4 25 | $16.0M | $99.1M | ||
| Q3 25 | $34.2M | $71.7M | ||
| Q2 25 | $-6.2M | $104.3M | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $2.1M | $73.6M | ||
| Q3 24 | $33.1M | — | ||
| Q2 24 | $11.4M | $88.4M | ||
| Q1 24 | $8.1M | — |
自由现金流率ACELRBC
| Q4 25 | 4.7% | 21.5% | ||
| Q3 25 | 10.4% | 15.7% | ||
| Q2 25 | -1.9% | 23.9% | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 0.7% | 18.7% | ||
| Q3 24 | 11.0% | — | ||
| Q2 24 | 3.7% | 21.8% | ||
| Q1 24 | 2.7% | — |
资本支出强度ACELRBC
| Q4 25 | 4.4% | 5.0% | ||
| Q3 25 | 6.4% | 3.7% | ||
| Q2 25 | 7.8% | 3.6% | ||
| Q1 25 | 8.3% | 3.2% | ||
| Q4 24 | 3.6% | 2.6% | ||
| Q3 24 | 5.6% | 4.1% | ||
| Q2 24 | 5.7% | 2.2% | ||
| Q1 24 | 6.8% | — |
现金转化率ACELRBC
| Q4 25 | 1.92× | 1.81× | ||
| Q3 25 | 4.13× | 1.47× | ||
| Q2 25 | 2.71× | 1.75× | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | 1.45× | ||
| Q3 24 | 10.23× | — | ||
| Q2 24 | 1.98× | 1.59× | ||
| Q1 24 | 3.88× | — |
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
ACEL
| Video Gaming | $319.1M | 93% |
| ATM Fees And Other Revenue | $13.5M | 4% |
| Amusement | $5.3M | 2% |
| Manufacturing | $3.6M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
