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阿特拉斯·科普柯（AESI）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的季度营收约是阿特拉斯·科普柯的1.7倍（$461.6M vs $265.6M），RBC Bearings INC净利率更高（14.6% vs 0.5%，领先14.1%），RBC Bearings INC同比增速更快（17.0% vs -10.8%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -3.9%）
阿特拉斯·科普柯集团是瑞典跨国工业企业，生产压缩机、真空设备、泵、发电机、装配工具、质量检测设备等工业应用及移动发电领域的产品与系统，业务覆盖全球约180个国家。
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。
AESI vs RBC — 直观对比
营收规模更大
RBC
是对方的1.7倍
$265.6M
营收增速更快
RBC
高出27.8%
-10.8%
净利率更高
RBC
高出14.1%
0.5%
两年增速更快
RBC
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $265.6M | $461.6M |
| 净利润 | $1.2M | $67.4M |
| 毛利率 | 2.4% | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 0.5% | 14.6% |
| 营收同比 | -10.8% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $0.01 | $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AESIRBC
| Q1 26 | $265.6M | — | ||
| Q4 25 | $249.4M | $461.6M | ||
| Q3 25 | $259.6M | $455.3M | ||
| Q2 25 | $288.7M | $436.0M | ||
| Q1 25 | $297.6M | $437.7M | ||
| Q4 24 | $271.3M | $394.4M | ||
| Q3 24 | $304.4M | $397.9M | ||
| Q2 24 | $287.5M | $406.3M |
净利润AESIRBC
| Q1 26 | $1.2M | — | ||
| Q4 25 | $-22.2M | $67.4M | ||
| Q3 25 | $-23.7M | $60.0M | ||
| Q2 25 | $-5.6M | $68.5M | ||
| Q1 25 | $1.2M | $72.7M | ||
| Q4 24 | $14.4M | $57.9M | ||
| Q3 24 | $3.9M | $54.2M | ||
| Q2 24 | $14.8M | $61.4M |
毛利率AESIRBC
| Q1 26 | 2.4% | — | ||
| Q4 25 | 8.1% | 44.3% | ||
| Q3 25 | 9.2% | 44.1% | ||
| Q2 25 | 18.1% | 44.8% | ||
| Q1 25 | 18.3% | 44.2% | ||
| Q4 24 | 18.4% | 44.3% | ||
| Q3 24 | 17.4% | 43.7% | ||
| Q2 24 | 21.0% | 45.3% |
营业利润率AESIRBC
| Q1 26 | — | — | ||
| Q4 25 | -6.0% | 22.3% | ||
| Q3 25 | -7.1% | 21.5% | ||
| Q2 25 | 2.5% | 23.2% | ||
| Q1 25 | 5.2% | 23.0% | ||
| Q4 24 | 11.3% | 21.7% | ||
| Q3 24 | 5.0% | 21.6% | ||
| Q2 24 | 9.8% | 24.0% |
净利率AESIRBC
| Q1 26 | 0.5% | — | ||
| Q4 25 | -8.9% | 14.6% | ||
| Q3 25 | -9.1% | 13.2% | ||
| Q2 25 | -1.9% | 15.7% | ||
| Q1 25 | 0.4% | 16.6% | ||
| Q4 24 | 5.3% | 14.7% | ||
| Q3 24 | 1.3% | 13.6% | ||
| Q2 24 | 5.2% | 15.1% |
每股收益（稀释后）AESIRBC
| Q1 26 | $0.01 | — | ||
| Q4 25 | $-0.19 | $2.13 | ||
| Q3 25 | $-0.19 | $1.90 | ||
| Q2 25 | $-0.04 | $2.17 | ||
| Q1 25 | $0.01 | $2.33 | ||
| Q4 24 | $0.12 | $1.82 | ||
| Q3 24 | $0.04 | $1.65 | ||
| Q2 24 | $0.13 | $1.90 |
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 | $39.8M | $107.6M |
| 总债务越低越好 | $65.6M | $990.2M |
| 股东权益账面价值 | $1.2B | $3.3B |
| 总资产 | $2.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AESIRBC
| Q1 26 | $39.8M | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M |
总债务AESIRBC
| Q1 26 | $65.6M | — | ||
| Q4 25 | $604.2M | $990.2M | ||
| Q3 25 | $529.1M | $1.1B | ||
| Q2 25 | $533.8M | $915.6M | ||
| Q1 25 | $538.5M | $920.1M | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $180.0M | — | ||
| Q2 24 | $180.0M | — |
股东权益AESIRBC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $3.3B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.0B | $2.9B | ||
| Q3 24 | $1.0B | $2.9B | ||
| Q2 24 | $1.1B | $2.8B |
总资产AESIRBC
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.3B | $4.7B | ||
| Q4 24 | $2.0B | $4.7B | ||
| Q3 24 | $2.0B | $4.7B | ||
| Q2 24 | $2.0B | $4.7B |
负债/权益比AESIRBC
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.50× | 0.30× | ||
| Q3 25 | 0.43× | 0.34× | ||
| Q2 25 | 0.42× | 0.29× | ||
| Q1 25 | 0.41× | 0.30× | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.17× | — |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | 9.3% | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AESIRBC
| Q1 26 | — | — | ||
| Q4 25 | $3.7M | $122.1M | ||
| Q3 25 | $32.4M | $88.4M | ||
| Q2 25 | $88.6M | $120.0M | ||
| Q1 25 | $-7.5M | — | ||
| Q4 24 | $70.9M | $84.0M | ||
| Q3 24 | $85.2M | — | ||
| Q2 24 | $60.9M | $97.4M |
自由现金流AESIRBC
| Q1 26 | — | — | ||
| Q4 25 | $-18.1M | $99.1M | ||
| Q3 25 | $-1.4M | $71.7M | ||
| Q2 25 | $48.4M | $104.3M | ||
| Q1 25 | $-59.8M | — | ||
| Q4 24 | $-5.6M | $73.6M | ||
| Q3 24 | $-1.1M | — | ||
| Q2 24 | $-54.9M | $88.4M |
自由现金流率AESIRBC
| Q1 26 | — | — | ||
| Q4 25 | -7.3% | 21.5% | ||
| Q3 25 | -0.5% | 15.7% | ||
| Q2 25 | 16.8% | 23.9% | ||
| Q1 25 | -20.1% | — | ||
| Q4 24 | -2.1% | 18.7% | ||
| Q3 24 | -0.4% | — | ||
| Q2 24 | -19.1% | 21.8% |
资本支出强度AESIRBC
| Q1 26 | 9.3% | — | ||
| Q4 25 | 8.7% | 5.0% | ||
| Q3 25 | 13.0% | 3.7% | ||
| Q2 25 | 13.9% | 3.6% | ||
| Q1 25 | 17.6% | 3.2% | ||
| Q4 24 | 28.2% | 2.6% | ||
| Q3 24 | 28.3% | 4.1% | ||
| Q2 24 | 40.3% | 2.2% |
现金转化率AESIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | -6.11× | — | ||
| Q4 24 | 4.92× | 1.45× | ||
| Q3 24 | 21.74× | — | ||
| Q2 24 | 4.10× | 1.59× |
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
AESI
| Service revenue | $139.1M | 52% |
| Product revenue | $108.9M | 41% |
| Rental revenue | $17.5M | 7% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
