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好事达(ALL)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
好事达的季度营收约是RBC Bearings INC的2.0倍($922.0M vs $461.6M),好事达净利率更高(266.6% vs 14.6%,领先252.0%),RBC Bearings INC同比增速更快(17.0% vs 7.2%),过去两年RBC Bearings INC的营收复合增速更高(5.6% vs -75.8%)
好事达集团是面向美国、加拿大市场的综合性保险服务商,提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块,主营私人乘用车险、房屋保险,亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
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。
ALL vs RBC — 直观对比
营收规模更大
ALL
是对方的2.0倍
$461.6M
营收增速更快
RBC
高出9.8%
7.2%
净利率更高
ALL
高出252.0%
14.6%
两年增速更快
RBC
近两年复合增速
-75.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $922.0M | $461.6M |
| 净利润 | $2.5B | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | -1400.3% | 22.3% |
| 净利率 | 266.6% | 14.6% |
| 营收同比 | 7.2% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益(稀释后) | $9.25 | $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
ALL
RBC
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $461.6M | ||
| Q3 25 | $17.3B | $455.3M | ||
| Q2 25 | $16.6B | $436.0M | ||
| Q1 25 | $16.5B | $437.7M | ||
| Q4 24 | $16.5B | $394.4M | ||
| Q3 24 | $16.6B | $397.9M | ||
| Q2 24 | $15.7B | $406.3M |
净利润
ALL
RBC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $67.4M | ||
| Q3 25 | $3.7B | $60.0M | ||
| Q2 25 | $2.1B | $68.5M | ||
| Q1 25 | $595.0M | $72.7M | ||
| Q4 24 | $1.9B | $57.9M | ||
| Q3 24 | $1.2B | $54.2M | ||
| Q2 24 | $331.0M | $61.4M |
毛利率
ALL
RBC
| Q1 26 | — | — | ||
| 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% |
营业利润率
ALL
RBC
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% |
净利率
ALL
RBC
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 14.6% | ||
| Q3 25 | 21.7% | 13.2% | ||
| Q2 25 | 12.7% | 15.7% | ||
| Q1 25 | 3.6% | 16.6% | ||
| Q4 24 | 11.7% | 14.7% | ||
| Q3 24 | 7.2% | 13.6% | ||
| Q2 24 | 2.1% | 15.1% |
每股收益(稀释后)
ALL
RBC
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $2.13 | ||
| Q3 25 | $13.95 | $1.90 | ||
| Q2 25 | $7.76 | $2.17 | ||
| Q1 25 | $2.11 | $2.33 | ||
| Q4 24 | $7.07 | $1.82 | ||
| Q3 24 | $4.33 | $1.65 | ||
| Q2 24 | $1.13 | $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 | — | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $31.6B | $3.3B |
| 总资产 | $124.0B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势,按日历期对齐
现金及短期投资
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $107.6M | ||
| Q3 25 | $8.7B | $91.2M | ||
| Q2 25 | $9.6B | $132.9M | ||
| Q1 25 | $6.5B | $36.8M | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $5.3B | $76.8M |
总债务
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $990.2M | ||
| Q3 25 | $8.1B | $1.1B | ||
| Q2 25 | $8.1B | $915.6M | ||
| Q1 25 | $8.1B | $920.1M | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
股东权益
ALL
RBC
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $3.3B | ||
| Q3 25 | $27.5B | $3.2B | ||
| Q2 25 | $24.0B | $3.1B | ||
| Q1 25 | $22.1B | $3.0B | ||
| Q4 24 | $21.4B | $2.9B | ||
| Q3 24 | $20.9B | $2.9B | ||
| Q2 24 | $18.6B | $2.8B |
总资产
ALL
RBC
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $5.1B | ||
| Q3 25 | $120.4B | $5.1B | ||
| Q2 25 | $115.9B | $4.8B | ||
| Q1 25 | $115.2B | $4.7B | ||
| Q4 24 | $111.6B | $4.7B | ||
| Q3 24 | $113.7B | $4.7B | ||
| Q2 24 | $108.4B | $4.7B |
负债/权益比
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.30× | ||
| Q3 25 | 0.29× | 0.34× | ||
| Q2 25 | 0.34× | 0.29× | ||
| Q1 25 | 0.37× | 0.30× | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 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 | — | $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 | — | 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
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $122.1M | ||
| Q3 25 | $3.3B | $88.4M | ||
| Q2 25 | $1.9B | $120.0M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.7B | $84.0M | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $2.4B | $97.4M |
自由现金流
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $99.1M | ||
| Q3 25 | $3.2B | $71.7M | ||
| Q2 25 | $1.9B | $104.3M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | $73.6M | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.3B | $88.4M |
自由现金流率
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 21.5% | ||
| Q3 25 | 18.8% | 15.7% | ||
| Q2 25 | 11.3% | 23.9% | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | 18.7% | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 14.7% | 21.8% |
资本支出强度
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.0% | ||
| Q3 25 | 0.3% | 3.7% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 0.6% | 3.2% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 0.4% | 4.1% | ||
| Q2 24 | 0.4% | 2.2% |
现金转化率
ALL
RBC
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.81× | ||
| Q3 25 | 0.88× | 1.47× | ||
| Q2 25 | 0.89× | 1.75× | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | 1.45× | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 7.13× | 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
ALL
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |