vs
ALBANY INTERNATIONAL CORP（AIN）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ALBANY INTERNATIONAL CORP的1.4倍（$461.6M vs $321.2M），RBC Bearings INC净利率更高（14.6% vs 4.3%，领先10.3%），RBC Bearings INC同比增速更快（17.0% vs 12.0%），RBC Bearings INC自由现金流更多（$99.1M vs $51.4M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 1.2%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
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。
AIN vs RBC — 直观对比
营收规模更大
RBC
是对方的1.4倍
$321.2M
营收增速更快
RBC
高出5.1%
12.0%
净利率更高
RBC
高出10.3%
4.3%
自由现金流更多
RBC
多$47.7M
$51.4M
两年增速更快
RBC
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $461.6M |
| 净利润 | $13.9M | $67.4M |
| 毛利率 | 31.1% | 44.3% |
| 营业利润率 | 9.3% | 22.3% |
| 净利率 | 4.3% | 14.6% |
| 营收同比 | 12.0% | 17.0% |
| 净利润同比 | -21.5% | 16.4% |
| 每股收益（稀释后） | $0.56 | $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AINRBC
| Q4 25 | $321.2M | $461.6M | ||
| Q3 25 | $261.4M | $455.3M | ||
| Q2 25 | $311.4M | $436.0M | ||
| Q1 25 | $288.8M | $437.7M | ||
| Q4 24 | $286.9M | $394.4M | ||
| Q3 24 | $298.4M | $397.9M | ||
| Q2 24 | $332.0M | $406.3M | ||
| Q1 24 | $313.3M | $413.7M |
净利润AINRBC
| Q4 25 | $13.9M | $67.4M | ||
| Q3 25 | $-97.8M | $60.0M | ||
| Q2 25 | $9.2M | $68.5M | ||
| Q1 25 | $17.4M | $72.7M | ||
| Q4 24 | $17.7M | $57.9M | ||
| Q3 24 | $18.0M | $54.2M | ||
| Q2 24 | $24.6M | $61.4M | ||
| Q1 24 | $27.3M | — |
毛利率AINRBC
| Q4 25 | 31.1% | 44.3% | ||
| Q3 25 | -19.1% | 44.1% | ||
| Q2 25 | 31.3% | 44.8% | ||
| Q1 25 | 33.4% | 44.2% | ||
| Q4 24 | 31.5% | 44.3% | ||
| Q3 24 | 30.3% | 43.7% | ||
| Q2 24 | 33.9% | 45.3% | ||
| Q1 24 | 34.7% | 43.1% |
营业利润率AINRBC
| Q4 25 | 9.3% | 22.3% | ||
| Q3 25 | -44.6% | 21.5% | ||
| Q2 25 | 7.2% | 23.2% | ||
| Q1 25 | 9.8% | 23.0% | ||
| Q4 24 | 8.5% | 21.7% | ||
| Q3 24 | 8.4% | 21.6% | ||
| Q2 24 | 12.9% | 24.0% | ||
| Q1 24 | 12.4% | 22.8% |
净利率AINRBC
| Q4 25 | 4.3% | 14.6% | ||
| Q3 25 | -37.4% | 13.2% | ||
| Q2 25 | 2.9% | 15.7% | ||
| Q1 25 | 6.0% | 16.6% | ||
| Q4 24 | 6.2% | 14.7% | ||
| Q3 24 | 6.0% | 13.6% | ||
| Q2 24 | 7.4% | 15.1% | ||
| Q1 24 | 8.7% | — |
每股收益（稀释后）AINRBC
| Q4 25 | $0.56 | $2.13 | ||
| Q3 25 | $-3.37 | $1.90 | ||
| Q2 25 | $0.31 | $2.17 | ||
| Q1 25 | $0.56 | $2.33 | ||
| Q4 24 | $0.57 | $1.82 | ||
| Q3 24 | $0.57 | $1.65 | ||
| Q2 24 | $0.79 | $1.90 | ||
| Q1 24 | $0.87 | $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 | $112.3M | $107.6M |
| 总债务越低越好 | $455.7M | $990.2M |
| 股东权益账面价值 | $726.2M | $3.3B |
| 总资产 | $1.7B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AINRBC
| Q4 25 | $112.3M | $107.6M | ||
| Q3 25 | $108.3M | $91.2M | ||
| Q2 25 | $106.7M | $132.9M | ||
| Q1 25 | $119.4M | $36.8M | ||
| Q4 24 | $115.3M | — | ||
| Q3 24 | $127.2M | — | ||
| Q2 24 | $116.4M | $76.8M | ||
| Q1 24 | $125.4M | $63.5M |
总债务AINRBC
| Q4 25 | $455.7M | $990.2M | ||
| Q3 25 | $480.6M | $1.1B | ||
| Q2 25 | $444.7M | $915.6M | ||
| Q1 25 | $416.4M | $920.1M | ||
| Q4 24 | $318.5M | — | ||
| Q3 24 | $362.2M | — | ||
| Q2 24 | $377.1M | — | ||
| Q1 24 | $439.1M | $1.2B |
股东权益AINRBC
| Q4 25 | $726.2M | $3.3B | ||
| Q3 25 | $739.3M | $3.2B | ||
| Q2 25 | $888.6M | $3.1B | ||
| Q1 25 | $900.0M | $3.0B | ||
| Q4 24 | $943.5M | $2.9B | ||
| Q3 24 | $991.0M | $2.9B | ||
| Q2 24 | $967.5M | $2.8B | ||
| Q1 24 | $967.5M | $2.8B |
总资产AINRBC
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.7B | $4.8B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.6B | $4.7B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.8B | $4.7B | ||
| Q1 24 | $1.8B | $4.7B |
负债/权益比AINRBC
| Q4 25 | 0.63× | 0.30× | ||
| Q3 25 | 0.65× | 0.34× | ||
| Q2 25 | 0.50× | 0.29× | ||
| Q1 25 | 0.46× | 0.30× | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.45× | 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 | $73.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | $99.1M |
| 自由现金流率自由现金流/营收 | 16.0% | 21.5% |
| 资本支出强度资本支出/营收 | 6.9% | 5.0% |
| 现金转化率经营现金流/净利润 | 5.31× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $82.6M | — |
8季度趋势，按日历期对齐
经营现金流AINRBC
| Q4 25 | $73.7M | $122.1M | ||
| Q3 25 | $43.9M | $88.4M | ||
| Q2 25 | $32.7M | $120.0M | ||
| Q1 25 | $2.1M | — | ||
| Q4 24 | $78.5M | $84.0M | ||
| Q3 24 | $47.0M | — | ||
| Q2 24 | $83.4M | $97.4M | ||
| Q1 24 | $9.6M | — |
自由现金流AINRBC
| Q4 25 | $51.4M | $99.1M | ||
| Q3 25 | $25.9M | $71.7M | ||
| Q2 25 | $18.8M | $104.3M | ||
| Q1 25 | $-13.5M | — | ||
| Q4 24 | $60.2M | $73.6M | ||
| Q3 24 | $31.6M | — | ||
| Q2 24 | $63.6M | $88.4M | ||
| Q1 24 | $-17.3M | — |
自由现金流率AINRBC
| Q4 25 | 16.0% | 21.5% | ||
| Q3 25 | 9.9% | 15.7% | ||
| Q2 25 | 6.0% | 23.9% | ||
| Q1 25 | -4.7% | — | ||
| Q4 24 | 21.0% | 18.7% | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 19.2% | 21.8% | ||
| Q1 24 | -5.5% | — |
资本支出强度AINRBC
| Q4 25 | 6.9% | 5.0% | ||
| Q3 25 | 6.9% | 3.7% | ||
| Q2 25 | 4.5% | 3.6% | ||
| Q1 25 | 5.4% | 3.2% | ||
| Q4 24 | 6.4% | 2.6% | ||
| Q3 24 | 5.2% | 4.1% | ||
| Q2 24 | 6.0% | 2.2% | ||
| Q1 24 | 8.6% | — |
现金转化率AINRBC
| Q4 25 | 5.31× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 3.56× | 1.75× | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 4.44× | 1.45× | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 3.39× | 1.59× | ||
| Q1 24 | 0.35× | — |
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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
