vs
Aveanna Healthcare Holdings, Inc.（AVAH）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
Aveanna Healthcare Holdings, Inc.的季度营收约是RBC Bearings INC的1.3倍（$621.9M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 2.3%，领先12.3%），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs 17.0%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% vs 5.6%）
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
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。
AVAH vs RBC — 直观对比
营收规模更大
AVAH
是对方的1.3倍
$461.6M
营收增速更快
AVAH
高出5.1%
17.0%
净利率更高
RBC
高出12.3%
2.3%
两年增速更快
AVAH
近两年复合增速
5.6%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $461.6M |
| 净利润 | $14.1M | $67.4M |
| 毛利率 | 32.6% | 44.3% |
| 营业利润率 | 8.6% | 22.3% |
| 净利率 | 2.3% | 14.6% |
| 营收同比 | 22.2% | 17.0% |
| 净利润同比 | 132.8% | 16.4% |
| 每股收益（稀释后） | $0.06 | $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AVAHRBC
| Q4 25 | — | $461.6M | ||
| Q3 25 | $621.9M | $455.3M | ||
| Q2 25 | $589.6M | $436.0M | ||
| Q1 25 | $559.2M | $437.7M | ||
| Q4 24 | $519.9M | $394.4M | ||
| Q3 24 | $509.0M | $397.9M | ||
| Q2 24 | $505.0M | $406.3M | ||
| Q1 24 | $490.7M | $413.7M |
净利润AVAHRBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | $14.1M | $60.0M | ||
| Q2 25 | $27.0M | $68.5M | ||
| Q1 25 | $5.2M | $72.7M | ||
| Q4 24 | $29.2M | $57.9M | ||
| Q3 24 | $-42.8M | $54.2M | ||
| Q2 24 | $13.9M | $61.4M | ||
| Q1 24 | $-11.2M | — |
毛利率AVAHRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | 32.6% | 44.1% | ||
| Q2 25 | 35.8% | 44.8% | ||
| Q1 25 | 32.8% | 44.2% | ||
| Q4 24 | 33.0% | 44.3% | ||
| Q3 24 | 31.4% | 43.7% | ||
| Q2 24 | 31.3% | 45.3% | ||
| Q1 24 | 29.7% | 43.1% |
营业利润率AVAHRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | 8.6% | 21.5% | ||
| Q2 25 | 13.6% | 23.2% | ||
| Q1 25 | 9.3% | 23.0% | ||
| Q4 24 | 8.8% | 21.7% | ||
| Q3 24 | 6.7% | 21.6% | ||
| Q2 24 | 7.4% | 24.0% | ||
| Q1 24 | 4.7% | 22.8% |
净利率AVAHRBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | 2.3% | 13.2% | ||
| Q2 25 | 4.6% | 15.7% | ||
| Q1 25 | 0.9% | 16.6% | ||
| Q4 24 | 5.6% | 14.7% | ||
| Q3 24 | -8.4% | 13.6% | ||
| Q2 24 | 2.8% | 15.1% | ||
| Q1 24 | -2.3% | — |
每股收益（稀释后）AVAHRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | $0.06 | $1.90 | ||
| Q2 25 | $0.13 | $2.17 | ||
| Q1 25 | $0.03 | $2.33 | ||
| Q4 24 | $0.15 | $1.82 | ||
| Q3 24 | $-0.22 | $1.65 | ||
| Q2 24 | $0.07 | $1.90 | ||
| Q1 24 | $-0.06 | $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 | $145.9M | $107.6M |
| 总债务越低越好 | $1.3B | $990.2M |
| 股东权益账面价值 | $9.2M | $3.3B |
| 总资产 | $1.8B | $5.1B |
| 负债/权益比越低杠杆越低 | 141.83× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AVAHRBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | $145.9M | $91.2M | ||
| Q2 25 | $100.7M | $132.9M | ||
| Q1 25 | $71.5M | $36.8M | ||
| Q4 24 | $84.3M | — | ||
| Q3 24 | $78.5M | — | ||
| Q2 24 | $47.7M | $76.8M | ||
| Q1 24 | $42.6M | $63.5M |
总债务AVAHRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $915.6M | ||
| Q1 25 | $1.3B | $920.1M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | $1.2B |
股东权益AVAHRBC
| Q4 25 | — | $3.3B | ||
| Q3 25 | $9.2M | $3.2B | ||
| Q2 25 | $-12.0M | $3.1B | ||
| Q1 25 | $-100.1M | $3.0B | ||
| Q4 24 | $-123.6M | $2.9B | ||
| Q3 24 | $-156.4M | $2.9B | ||
| Q2 24 | $-119.0M | $2.8B | ||
| Q1 24 | $-136.3M | $2.8B |
总资产AVAHRBC
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.8B | $5.1B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.7B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.7B | $4.7B | ||
| Q1 24 | $1.6B | $4.7B |
负债/权益比AVAHRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | 141.83× | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $33.2M | $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 | 2.36× | 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AVAHRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | $33.2M | $88.4M | ||
| Q2 25 | $51.6M | $120.0M | ||
| Q1 25 | $-8.6M | — | ||
| Q4 24 | $13.4M | $84.0M | ||
| Q3 24 | $29.4M | — | ||
| Q2 24 | $1.8M | $97.4M | ||
| Q1 24 | $-12.0M | — |
自由现金流AVAHRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率AVAHRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度AVAHRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率AVAHRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 2.36× | 1.47× | ||
| Q2 25 | 1.91× | 1.75× | ||
| Q1 25 | -1.66× | — | ||
| Q4 24 | 0.46× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.13× | 1.59× | ||
| Q1 24 | — | — |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
