vs
Mission Produce, Inc.（AVO）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Mission Produce, Inc.的1.4倍（$461.6M vs $319.0M），RBC Bearings INC净利率更高（14.6% vs 5.0%，领先9.6%），RBC Bearings INC同比增速更快（17.0% vs -10.0%），RBC Bearings INC自由现金流更多（$99.1M vs $55.6M），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% vs 5.6%）
根据现有信息，该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立，曾为艾尼克斯、哈德森开发多款游戏，作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
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。
AVO vs RBC — 直观对比
营收规模更大
RBC
是对方的1.4倍
$319.0M
营收增速更快
RBC
高出27.0%
-10.0%
净利率更高
RBC
高出9.6%
5.0%
自由现金流更多
RBC
多$43.5M
$55.6M
两年增速更快
AVO
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $319.0M | $461.6M |
| 净利润 | $16.0M | $67.4M |
| 毛利率 | 17.5% | 44.3% |
| 营业利润率 | 8.8% | 22.3% |
| 净利率 | 5.0% | 14.6% |
| 营收同比 | -10.0% | 17.0% |
| 净利润同比 | -7.5% | 16.4% |
| 每股收益（稀释后） | $0.23 | $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AVORBC
| Q4 25 | $319.0M | $461.6M | ||
| Q3 25 | $357.7M | $455.3M | ||
| Q2 25 | $380.3M | $436.0M | ||
| Q1 25 | $334.2M | $437.7M | ||
| Q4 24 | $354.4M | $394.4M | ||
| Q3 24 | $324.0M | $397.9M | ||
| Q2 24 | $297.6M | $406.3M | ||
| Q1 24 | $258.7M | $413.7M |
净利润AVORBC
| Q4 25 | $16.0M | $67.4M | ||
| Q3 25 | $14.7M | $60.0M | ||
| Q2 25 | $3.1M | $68.5M | ||
| Q1 25 | $3.9M | $72.7M | ||
| Q4 24 | $17.3M | $57.9M | ||
| Q3 24 | $12.4M | $54.2M | ||
| Q2 24 | $7.0M | $61.4M | ||
| Q1 24 | $0 | — |
毛利率AVORBC
| Q4 25 | 17.5% | 44.3% | ||
| Q3 25 | 12.6% | 44.1% | ||
| Q2 25 | 7.5% | 44.8% | ||
| Q1 25 | 9.4% | 44.2% | ||
| Q4 24 | 15.7% | 44.3% | ||
| Q3 24 | 11.4% | 43.7% | ||
| Q2 24 | 10.4% | 45.3% | ||
| Q1 24 | 11.1% | 43.1% |
营业利润率AVORBC
| Q4 25 | 8.8% | 22.3% | ||
| Q3 25 | 5.9% | 21.5% | ||
| Q2 25 | 1.8% | 23.2% | ||
| Q1 25 | 2.8% | 23.0% | ||
| Q4 24 | 8.1% | 21.7% | ||
| Q3 24 | 5.2% | 21.6% | ||
| Q2 24 | 4.1% | 24.0% | ||
| Q1 24 | 3.1% | 22.8% |
净利率AVORBC
| Q4 25 | 5.0% | 14.6% | ||
| Q3 25 | 4.1% | 13.2% | ||
| Q2 25 | 0.8% | 15.7% | ||
| Q1 25 | 1.2% | 16.6% | ||
| Q4 24 | 4.9% | 14.7% | ||
| Q3 24 | 3.8% | 13.6% | ||
| Q2 24 | 2.4% | 15.1% | ||
| Q1 24 | — | — |
每股收益（稀释后）AVORBC
| Q4 25 | $0.23 | $2.13 | ||
| Q3 25 | $0.21 | $1.90 | ||
| Q2 25 | $0.04 | $2.17 | ||
| Q1 25 | $0.05 | $2.33 | ||
| Q4 24 | $0.25 | $1.82 | ||
| Q3 24 | $0.17 | $1.65 | ||
| Q2 24 | $0.10 | $1.90 | ||
| Q1 24 | $0.00 | $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 | $64.8M | $107.6M |
| 总债务越低越好 | $95.8M | $990.2M |
| 股东权益账面价值 | $587.3M | $3.3B |
| 总资产 | $983.0M | $5.1B |
| 负债/权益比越低杠杆越低 | 0.16× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AVORBC
| Q4 25 | $64.8M | $107.6M | ||
| Q3 25 | $43.7M | $91.2M | ||
| Q2 25 | $36.7M | $132.9M | ||
| Q1 25 | $40.1M | $36.8M | ||
| Q4 24 | $58.0M | — | ||
| Q3 24 | $49.5M | — | ||
| Q2 24 | $46.2M | $76.8M | ||
| Q1 24 | $39.9M | $63.5M |
总债务AVORBC
| Q4 25 | $95.8M | $990.2M | ||
| Q3 25 | $131.5M | $1.1B | ||
| Q2 25 | $147.2M | $915.6M | ||
| Q1 25 | $117.9M | $920.1M | ||
| Q4 24 | $113.7M | — | ||
| Q3 24 | $134.4M | — | ||
| Q2 24 | $170.2M | — | ||
| Q1 24 | $156.1M | $1.2B |
股东权益AVORBC
| Q4 25 | $587.3M | $3.3B | ||
| Q3 25 | $568.7M | $3.2B | ||
| Q2 25 | $552.3M | $3.1B | ||
| Q1 25 | $550.8M | $3.0B | ||
| Q4 24 | $547.3M | $2.9B | ||
| Q3 24 | $527.3M | $2.9B | ||
| Q2 24 | $513.3M | $2.8B | ||
| Q1 24 | $505.1M | $2.8B |
总资产AVORBC
| Q4 25 | $983.0M | $5.1B | ||
| Q3 25 | $1.0B | $5.1B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $997.8M | $4.7B | ||
| Q4 24 | $971.5M | $4.7B | ||
| Q3 24 | $959.9M | $4.7B | ||
| Q2 24 | $966.9M | $4.7B | ||
| Q1 24 | $937.5M | $4.7B |
负债/权益比AVORBC
| Q4 25 | 0.16× | 0.30× | ||
| Q3 25 | 0.23× | 0.34× | ||
| Q2 25 | 0.27× | 0.29× | ||
| Q1 25 | 0.21× | 0.30× | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.33× | — | ||
| Q1 24 | 0.31× | 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 | $67.2M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $55.6M | $99.1M |
| 自由现金流率自由现金流/营收 | 17.4% | 21.5% |
| 资本支出强度资本支出/营收 | 3.6% | 5.0% |
| 现金转化率经营现金流/净利润 | 4.20× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $37.2M | — |
8季度趋势，按日历期对齐
经营现金流AVORBC
| Q4 25 | $67.2M | $122.1M | ||
| Q3 25 | $34.4M | $88.4M | ||
| Q2 25 | $-11.8M | $120.0M | ||
| Q1 25 | $-1.2M | — | ||
| Q4 24 | $38.0M | $84.0M | ||
| Q3 24 | $42.5M | — | ||
| Q2 24 | $3.4M | $97.4M | ||
| Q1 24 | $9.5M | — |
自由现金流AVORBC
| Q4 25 | $55.6M | $99.1M | ||
| Q3 25 | $22.6M | $71.7M | ||
| Q2 25 | $-25.0M | $104.3M | ||
| Q1 25 | $-16.0M | — | ||
| Q4 24 | $31.1M | $73.6M | ||
| Q3 24 | $34.9M | — | ||
| Q2 24 | $-4.4M | $88.4M | ||
| Q1 24 | $-400.0K | — |
自由现金流率AVORBC
| Q4 25 | 17.4% | 21.5% | ||
| Q3 25 | 6.3% | 15.7% | ||
| Q2 25 | -6.6% | 23.9% | ||
| Q1 25 | -4.8% | — | ||
| Q4 24 | 8.8% | 18.7% | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | -1.5% | 21.8% | ||
| Q1 24 | -0.2% | — |
资本支出强度AVORBC
| Q4 25 | 3.6% | 5.0% | ||
| Q3 25 | 3.3% | 3.7% | ||
| Q2 25 | 3.5% | 3.6% | ||
| Q1 25 | 4.4% | 3.2% | ||
| Q4 24 | 1.9% | 2.6% | ||
| Q3 24 | 2.3% | 4.1% | ||
| Q2 24 | 2.6% | 2.2% | ||
| Q1 24 | 3.8% | — |
现金转化率AVORBC
| Q4 25 | 4.20× | 1.81× | ||
| Q3 25 | 2.34× | 1.47× | ||
| Q2 25 | -3.81× | 1.75× | ||
| Q1 25 | -0.31× | — | ||
| Q4 24 | 2.20× | 1.45× | ||
| Q3 24 | 3.43× | — | ||
| Q2 24 | 0.49× | 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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
