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AFFILIATED MANAGERS GROUP, INC.（AMG）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
AFFILIATED MANAGERS GROUP, INC.的季度营收约是RBC Bearings INC的1.2倍（$556.6M vs $461.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 14.6%，领先47.8%），RBC Bearings INC同比增速更快（17.0% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $99.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 5.5%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
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。
AMG vs RBC — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $461.6M |
| 净利润 | $347.5M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 94.4% | 22.3% |
| 净利率 | 62.4% | 14.6% |
| 营收同比 | 6.2% | 17.0% |
| 净利润同比 | 114.2% | 16.4% |
| 每股收益（稀释后） | $10.87 | $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
| Q4 25 | $556.6M | $461.6M | ||
| Q3 25 | $528.0M | $455.3M | ||
| Q2 25 | $493.2M | $436.0M | ||
| Q1 25 | $496.6M | $437.7M | ||
| Q4 24 | $524.3M | $394.4M | ||
| Q3 24 | $516.4M | $397.9M | ||
| Q2 24 | $500.3M | $406.3M | ||
| Q1 24 | $499.9M | $413.7M |
| Q4 25 | $347.5M | $67.4M | ||
| Q3 25 | $212.4M | $60.0M | ||
| Q2 25 | $84.3M | $68.5M | ||
| Q1 25 | $72.4M | $72.7M | ||
| Q4 24 | $162.2M | $57.9M | ||
| Q3 24 | $123.6M | $54.2M | ||
| Q2 24 | $76.0M | $61.4M | ||
| Q1 24 | $149.8M | — |
| 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% |
| Q4 25 | 94.4% | 22.3% | ||
| Q3 25 | 68.7% | 21.5% | ||
| Q2 25 | 34.8% | 23.2% | ||
| Q1 25 | 25.5% | 23.0% | ||
| Q4 24 | 52.2% | 21.7% | ||
| Q3 24 | 42.0% | 21.6% | ||
| Q2 24 | 35.6% | 24.0% | ||
| Q1 24 | 50.8% | 22.8% |
| Q4 25 | 62.4% | 14.6% | ||
| Q3 25 | 40.2% | 13.2% | ||
| Q2 25 | 17.1% | 15.7% | ||
| Q1 25 | 14.6% | 16.6% | ||
| Q4 24 | 30.9% | 14.7% | ||
| Q3 24 | 23.9% | 13.6% | ||
| Q2 24 | 15.2% | 15.1% | ||
| Q1 24 | 30.0% | — |
| Q4 25 | $10.87 | $2.13 | ||
| Q3 25 | $6.87 | $1.90 | ||
| Q2 25 | $2.80 | $2.17 | ||
| Q1 25 | $2.20 | $2.33 | ||
| Q4 24 | $4.95 | $1.82 | ||
| Q3 24 | $3.78 | $1.65 | ||
| Q2 24 | $2.26 | $1.90 | ||
| Q1 24 | $4.14 | $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 | $586.0M | $107.6M |
| 总债务越低越好 | $2.7B | $990.2M |
| 股东权益账面价值 | $3.2B | $3.3B |
| 总资产 | $9.2B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $107.6M | ||
| Q3 25 | $476.1M | $91.2M | ||
| Q2 25 | $361.0M | $132.9M | ||
| Q1 25 | $816.5M | $36.8M | ||
| Q4 24 | $950.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $865.5M | $76.8M | ||
| Q1 24 | $793.4M | $63.5M |
| Q4 25 | $2.7B | $990.2M | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.6B | $915.6M | ||
| Q1 25 | $2.6B | $920.1M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | $1.2B |
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.3B | $3.2B | ||
| Q2 25 | $3.2B | $3.1B | ||
| Q1 25 | $3.2B | $3.0B | ||
| Q4 24 | $3.3B | $2.9B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.3B | $2.8B | ||
| Q1 24 | $3.6B | $2.8B |
| Q4 25 | $9.2B | $5.1B | ||
| Q3 25 | $8.9B | $5.1B | ||
| Q2 25 | $8.8B | $4.8B | ||
| Q1 25 | $8.7B | $4.7B | ||
| Q4 24 | $8.8B | $4.7B | ||
| Q3 24 | $8.9B | $4.7B | ||
| Q2 24 | $8.8B | $4.7B | ||
| Q1 24 | $9.0B | $4.7B |
| Q4 25 | 0.83× | 0.30× | ||
| Q3 25 | 0.71× | 0.34× | ||
| Q2 25 | 0.81× | 0.29× | ||
| Q1 25 | 0.82× | 0.30× | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | 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 | $256.4M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $99.1M |
| 自由现金流率自由现金流/营收 | 45.7% | 21.5% |
| 资本支出强度资本支出/营收 | 0.3% | 5.0% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $967.1M | — |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $122.1M | ||
| Q3 25 | $277.1M | $88.4M | ||
| Q2 25 | $230.8M | $120.0M | ||
| Q1 25 | $208.9M | — | ||
| Q4 24 | $212.5M | $84.0M | ||
| Q3 24 | $265.2M | — | ||
| Q2 24 | $245.2M | $97.4M | ||
| Q1 24 | $209.2M | — |
| Q4 25 | $254.5M | $99.1M | ||
| Q3 25 | $275.9M | $71.7M | ||
| Q2 25 | $229.4M | $104.3M | ||
| Q1 25 | $207.3M | — | ||
| Q4 24 | $211.4M | $73.6M | ||
| Q3 24 | $264.5M | — | ||
| Q2 24 | $244.6M | $88.4M | ||
| Q1 24 | $208.2M | — |
| Q4 25 | 45.7% | 21.5% | ||
| Q3 25 | 52.3% | 15.7% | ||
| Q2 25 | 46.5% | 23.9% | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 40.3% | 18.7% | ||
| Q3 24 | 51.2% | — | ||
| Q2 24 | 48.9% | 21.8% | ||
| Q1 24 | 41.6% | — |
| Q4 25 | 0.3% | 5.0% | ||
| Q3 25 | 0.2% | 3.7% | ||
| Q2 25 | 0.3% | 3.6% | ||
| Q1 25 | 0.3% | 3.2% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 0.1% | 4.1% | ||
| Q2 24 | 0.1% | 2.2% | ||
| Q1 24 | 0.2% | — |
| Q4 25 | 0.74× | 1.81× | ||
| Q3 25 | 1.30× | 1.47× | ||
| Q2 25 | 2.74× | 1.75× | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | 1.45× | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | 1.59× | ||
| Q1 24 | 1.40× | — |
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
AMG
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
