vs
波音（BA）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
波音的季度营收约是RBC Bearings INC的48.1倍（$22.2B vs $461.6M）。RBC Bearings INC净利率更高（14.6% vs -0.0%，领先14.6%）。RBC Bearings INC同比增速更快（17.0% vs 14.0%）。RBC Bearings INC自由现金流更多（$99.1M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs 5.6%）
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
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。
BA vs RBC — 直观对比
营收规模更大
BA
是对方的48.1倍
$461.6M
营收增速更快
RBC
高出3.0%
14.0%
净利率更高
RBC
高出14.6%
-0.0%
自由现金流更多
RBC
多$1.6B
$-1.5B
两年增速更快
BA
近两年复合增速
5.6%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $461.6M |
| 净利润 | $-7.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 2.0% | 22.3% |
| 净利率 | -0.0% | 14.6% |
| 营收同比 | 14.0% | 17.0% |
| 净利润同比 | 77.4% | 16.4% |
| 每股收益（稀释后） | $-0.11 | $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BARBC
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $461.6M | ||
| Q3 25 | $23.3B | $455.3M | ||
| Q2 25 | $22.7B | $436.0M | ||
| Q1 25 | $19.5B | $437.7M | ||
| Q4 24 | $15.2B | $394.4M | ||
| Q3 24 | $17.8B | $397.9M | ||
| Q2 24 | $16.9B | $406.3M |
净利润BARBC
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $67.4M | ||
| Q3 25 | $-5.3B | $60.0M | ||
| Q2 25 | $-611.0M | $68.5M | ||
| Q1 25 | $-37.0M | $72.7M | ||
| Q4 24 | $-3.9B | $57.9M | ||
| Q3 24 | $-6.2B | $54.2M | ||
| Q2 24 | $-1.4B | $61.4M |
毛利率BARBC
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 44.3% | ||
| Q3 25 | -10.2% | 44.1% | ||
| Q2 25 | 10.7% | 44.8% | ||
| Q1 25 | 12.4% | 44.2% | ||
| Q4 24 | -10.4% | 44.3% | ||
| Q3 24 | -19.7% | 43.7% | ||
| Q2 24 | 7.3% | 45.3% |
营业利润率BARBC
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 22.3% | ||
| Q3 25 | -20.5% | 21.5% | ||
| Q2 25 | -0.8% | 23.2% | ||
| Q1 25 | 2.4% | 23.0% | ||
| Q4 24 | -24.7% | 21.7% | ||
| Q3 24 | -32.3% | 21.6% | ||
| Q2 24 | -6.5% | 24.0% |
净利率BARBC
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 14.6% | ||
| Q3 25 | -22.9% | 13.2% | ||
| Q2 25 | -2.7% | 15.7% | ||
| Q1 25 | -0.2% | 16.6% | ||
| Q4 24 | -25.4% | 14.7% | ||
| Q3 24 | -34.6% | 13.6% | ||
| Q2 24 | -8.5% | 15.1% |
每股收益（稀释后）BARBC
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $2.13 | ||
| Q3 25 | $-7.14 | $1.90 | ||
| Q2 25 | $-0.92 | $2.17 | ||
| Q1 25 | $-0.16 | $2.33 | ||
| Q4 24 | $-5.50 | $1.82 | ||
| Q3 24 | $-9.97 | $1.65 | ||
| Q2 24 | $-2.33 | $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 | $9.4B | $107.6M |
| 总债务越低越好 | $44.4B | $990.2M |
| 股东权益账面价值 | $6.0B | $3.3B |
| 总资产 | $164.8B | $5.1B |
| 负债/权益比越低杠杆越低 | 7.41× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BARBC
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $107.6M | ||
| Q3 25 | $23.0B | $91.2M | ||
| Q2 25 | $23.0B | $132.9M | ||
| Q1 25 | $23.7B | $36.8M | ||
| Q4 24 | $26.3B | — | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $12.6B | $76.8M |
总债务BARBC
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | $990.2M | ||
| Q3 25 | $44.6B | $1.1B | ||
| Q2 25 | $44.6B | $915.6M | ||
| Q1 25 | $45.7B | $920.1M | ||
| Q4 24 | $52.6B | — | ||
| Q3 24 | $53.2B | — | ||
| Q2 24 | $53.2B | — |
股东权益BARBC
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $-8.3B | $3.2B | ||
| Q2 25 | $-3.3B | $3.1B | ||
| Q1 25 | $-3.3B | $3.0B | ||
| Q4 24 | $-3.9B | $2.9B | ||
| Q3 24 | $-23.6B | $2.9B | ||
| Q2 24 | $-18.0B | $2.8B |
总资产BARBC
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $5.1B | ||
| Q3 25 | $150.0B | $5.1B | ||
| Q2 25 | $155.1B | $4.8B | ||
| Q1 25 | $156.5B | $4.7B | ||
| Q4 24 | $156.4B | $4.7B | ||
| Q3 24 | $137.7B | $4.7B | ||
| Q2 24 | $142.7B | $4.7B |
负债/权益比BARBC
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $99.1M |
| 自由现金流率自由现金流/营收 | -6.5% | 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 | $-1.0B | — |
8季度趋势，按日历期对齐
经营现金流BARBC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $122.1M | ||
| Q3 25 | $1.1B | $88.4M | ||
| Q2 25 | $227.0M | $120.0M | ||
| Q1 25 | $-1.6B | — | ||
| Q4 24 | $-3.5B | $84.0M | ||
| Q3 24 | $-1.3B | — | ||
| Q2 24 | $-3.9B | $97.4M |
自由现金流BARBC
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $99.1M | ||
| Q3 25 | $238.0M | $71.7M | ||
| Q2 25 | $-200.0M | $104.3M | ||
| Q1 25 | $-2.3B | — | ||
| Q4 24 | $-4.1B | $73.6M | ||
| Q3 24 | $-2.0B | — | ||
| Q2 24 | $-4.3B | $88.4M |
自由现金流率BARBC
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 21.5% | ||
| Q3 25 | 1.0% | 15.7% | ||
| Q2 25 | -0.9% | 23.9% | ||
| Q1 25 | -11.7% | — | ||
| Q4 24 | -26.9% | 18.7% | ||
| Q3 24 | -11.0% | — | ||
| Q2 24 | -25.7% | 21.8% |
资本支出强度BARBC
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 5.0% | ||
| Q3 25 | 3.8% | 3.7% | ||
| Q2 25 | 1.9% | 3.6% | ||
| Q1 25 | 3.5% | 3.2% | ||
| Q4 24 | 4.3% | 2.6% | ||
| Q3 24 | 3.4% | 4.1% | ||
| Q2 24 | 2.4% | 2.2% |
现金转化率BARBC
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
