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APOGEE ENTERPRISES, INC.（APOG）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APOGEE ENTERPRISES, INC.的1.3倍（$461.6M vs $351.4M），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 1.6%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 2.9%）
Apogee Enterprises是一家美国音频设备制造商，主营音频接口、模数与数模转换器、USB及iOS麦克风，同时还开发音频制作相关软件，产品广泛服务于专业录音、音乐创作等音频领域，在全球音频行业拥有较高的认可度。
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。
APOG vs RBC — 直观对比
营收规模更大
RBC
是对方的1.3倍
$351.4M
营收增速更快
RBC
高出15.4%
1.6%
净利率更高
RBC
高出9.9%
4.7%
两年增速更快
RBC
近两年复合增速
2.9%
损益表 — Q4 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $461.6M |
| 净利润 | $16.6M | $67.4M |
| 毛利率 | 22.4% | 44.3% |
| 营业利润率 | 7.3% | 22.3% |
| 净利率 | 4.7% | 14.6% |
| 营收同比 | 1.6% | 17.0% |
| 净利润同比 | 568.8% | 16.4% |
| 每股收益（稀释后） | $0.78 | $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APOGRBC
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $461.6M | ||
| Q3 25 | $358.2M | $455.3M | ||
| Q2 25 | $346.6M | $436.0M | ||
| Q1 25 | $345.7M | $437.7M | ||
| Q4 24 | $341.3M | $394.4M | ||
| Q3 24 | $342.4M | $397.9M | ||
| Q2 24 | $331.5M | $406.3M |
净利润APOGRBC
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $67.4M | ||
| Q3 25 | $23.6M | $60.0M | ||
| Q2 25 | $-2.7M | $68.5M | ||
| Q1 25 | $2.5M | $72.7M | ||
| Q4 24 | $21.0M | $57.9M | ||
| Q3 24 | $30.6M | $54.2M | ||
| Q2 24 | $31.0M | $61.4M |
毛利率APOGRBC
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 44.3% | ||
| Q3 25 | 23.1% | 44.1% | ||
| Q2 25 | 21.7% | 44.8% | ||
| Q1 25 | 21.6% | 44.2% | ||
| Q4 24 | 26.1% | 44.3% | ||
| Q3 24 | 28.4% | 43.7% | ||
| Q2 24 | 29.8% | 45.3% |
营业利润率APOGRBC
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 22.3% | ||
| Q3 25 | 7.5% | 21.5% | ||
| Q2 25 | 2.0% | 23.2% | ||
| Q1 25 | 1.8% | 23.0% | ||
| Q4 24 | 8.4% | 21.7% | ||
| Q3 24 | 12.3% | 21.6% | ||
| Q2 24 | 12.5% | 24.0% |
净利率APOGRBC
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 14.6% | ||
| Q3 25 | 6.6% | 13.2% | ||
| Q2 25 | -0.8% | 15.7% | ||
| Q1 25 | 0.7% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 8.9% | 13.6% | ||
| Q2 24 | 9.4% | 15.1% |
每股收益（稀释后）APOGRBC
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $2.13 | ||
| Q3 25 | $1.10 | $1.90 | ||
| Q2 25 | $-0.13 | $2.17 | ||
| Q1 25 | $0.12 | $2.33 | ||
| Q4 24 | $0.96 | $1.82 | ||
| Q3 24 | $1.40 | $1.65 | ||
| Q2 24 | $1.41 | $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 | $39.5M | $107.6M |
| 总债务越低越好 | $232.3M | $990.2M |
| 股东权益账面价值 | $511.8M | $3.3B |
| 总资产 | $1.1B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资APOGRBC
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $107.6M | ||
| Q3 25 | $39.5M | $91.2M | ||
| Q2 25 | $32.8M | $132.9M | ||
| Q1 25 | $41.4M | $36.8M | ||
| Q4 24 | $43.9M | — | ||
| Q3 24 | $51.0M | — | ||
| Q2 24 | $30.4M | $76.8M |
总债务APOGRBC
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | $285.0M | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APOGRBC
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $3.3B | ||
| Q3 25 | $500.2M | $3.2B | ||
| Q2 25 | $481.8M | $3.1B | ||
| Q1 25 | $487.9M | $3.0B | ||
| Q4 24 | $522.1M | $2.9B | ||
| Q3 24 | $506.4M | $2.9B | ||
| Q2 24 | $480.0M | $2.8B |
总资产APOGRBC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.2B | $5.1B | ||
| Q2 25 | $1.2B | $4.8B | ||
| Q1 25 | $1.2B | $4.7B | ||
| Q4 24 | $1.2B | $4.7B | ||
| Q3 24 | $917.1M | $4.7B | ||
| Q2 24 | $889.0M | $4.7B |
负债/权益比APOGRBC
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.58× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M | $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 | 7.8% | 5.0% |
| 现金转化率经营现金流/净利润 | 7.37× | 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APOGRBC
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $122.1M | ||
| Q3 25 | $57.1M | $88.4M | ||
| Q2 25 | $-19.8M | $120.0M | ||
| Q1 25 | $30.0M | — | ||
| Q4 24 | $31.0M | $84.0M | ||
| Q3 24 | $58.7M | — | ||
| Q2 24 | $5.5M | $97.4M |
自由现金流APOGRBC
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $99.1M | ||
| Q3 25 | $52.4M | $71.7M | ||
| Q2 25 | $-26.9M | $104.3M | ||
| Q1 25 | $19.1M | — | ||
| Q4 24 | $22.0M | $73.6M | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-1.8M | $88.4M |
自由现金流率APOGRBC
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 21.5% | ||
| Q3 25 | 14.6% | 15.7% | ||
| Q2 25 | -7.8% | 23.9% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 6.4% | 18.7% | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | -0.5% | 21.8% |
资本支出强度APOGRBC
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 5.0% | ||
| Q3 25 | 1.3% | 3.7% | ||
| Q2 25 | 2.1% | 3.6% | ||
| Q1 25 | 3.2% | 3.2% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 2.2% | 2.2% |
现金转化率APOGRBC
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 1.81× | ||
| Q3 25 | 2.41× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | 1.45× | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 0.18× | 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
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
