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BED BATH & BEYOND, INC.（BBBY）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BED BATH & BEYOND, INC.的1.9倍（$461.6M vs $247.8M），RBC Bearings INC净利率更高（14.6% vs -6.6%，领先21.2%），RBC Bearings INC同比增速更快（17.0% vs 6.9%），RBC Bearings INC自由现金流更多（$99.1M vs $-12.8M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -21.1%）
Bed Bath & Beyond曾是美国大型零售连锁企业，主营家居用品、家具及特色家居商品，总部位于新泽西州尤宁郡，业务覆盖美国与加拿大，曾经一度跻身财富世界500强与福布斯全球2000强榜单。该企业于2023年4月申请破产清算，关闭所有剩余门店，现已转型为线上零售品牌。
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。
BBBY vs RBC — 直观对比
营收规模更大
RBC
是对方的1.9倍
$247.8M
营收增速更快
RBC
高出10.1%
6.9%
净利率更高
RBC
高出21.2%
-6.6%
自由现金流更多
RBC
多$111.9M
$-12.8M
两年增速更快
RBC
近两年复合增速
-21.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $247.8M | $461.6M |
| 净利润 | $-16.4M | $67.4M |
| 毛利率 | 23.9% | 44.3% |
| 营业利润率 | 68.8% | 22.3% |
| 净利率 | -6.6% | 14.6% |
| 营收同比 | 6.9% | 17.0% |
| 净利润同比 | 58.9% | 16.4% |
| 每股收益（稀释后） | $-0.24 | $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BBBYRBC
| Q1 26 | $247.8M | — | ||
| Q4 25 | $273.4M | $461.6M | ||
| Q3 25 | $257.2M | $455.3M | ||
| Q2 25 | $282.3M | $436.0M | ||
| Q1 25 | $231.7M | $437.7M | ||
| Q4 24 | $303.2M | $394.4M | ||
| Q3 24 | $311.4M | $397.9M | ||
| Q2 24 | $398.1M | $406.3M |
净利润BBBYRBC
| Q1 26 | $-16.4M | — | ||
| Q4 25 | $-20.9M | $67.4M | ||
| Q3 25 | $-4.5M | $60.0M | ||
| Q2 25 | $-19.3M | $68.5M | ||
| Q1 25 | $-39.9M | $72.7M | ||
| Q4 24 | $-81.3M | $57.9M | ||
| Q3 24 | $-61.0M | $54.2M | ||
| Q2 24 | $-42.6M | $61.4M |
毛利率BBBYRBC
| Q1 26 | 23.9% | — | ||
| Q4 25 | 24.6% | 44.3% | ||
| Q3 25 | 25.3% | 44.1% | ||
| Q2 25 | 23.7% | 44.8% | ||
| Q1 25 | 25.1% | 44.2% | ||
| Q4 24 | 23.0% | 44.3% | ||
| Q3 24 | 21.2% | 43.7% | ||
| Q2 24 | 20.1% | 45.3% |
营业利润率BBBYRBC
| Q1 26 | 68.8% | — | ||
| Q4 25 | -4.8% | 22.3% | ||
| Q3 25 | -4.8% | 21.5% | ||
| Q2 25 | -4.4% | 23.2% | ||
| Q1 25 | -10.0% | 23.0% | ||
| Q4 24 | -11.3% | 21.7% | ||
| Q3 24 | -14.5% | 21.6% | ||
| Q2 24 | -11.8% | 24.0% |
净利率BBBYRBC
| Q1 26 | -6.6% | — | ||
| Q4 25 | -7.6% | 14.6% | ||
| Q3 25 | -1.8% | 13.2% | ||
| Q2 25 | -6.8% | 15.7% | ||
| Q1 25 | -17.2% | 16.6% | ||
| Q4 24 | -26.8% | 14.7% | ||
| Q3 24 | -19.6% | 13.6% | ||
| Q2 24 | -10.7% | 15.1% |
每股收益（稀释后）BBBYRBC
| Q1 26 | $-0.24 | — | ||
| Q4 25 | $-0.26 | $2.13 | ||
| Q3 25 | $-0.07 | $1.90 | ||
| Q2 25 | $-0.34 | $2.17 | ||
| Q1 25 | $-0.74 | $2.33 | ||
| Q4 24 | $-1.68 | $1.82 | ||
| Q3 24 | $-1.33 | $1.65 | ||
| Q2 24 | $-0.93 | $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 | $135.8M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $202.5M | $3.3B |
| 总资产 | $404.5M | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BBBYRBC
| Q1 26 | $135.8M | — | ||
| Q4 25 | $175.3M | $107.6M | ||
| Q3 25 | $167.4M | $91.2M | ||
| Q2 25 | $120.6M | $132.9M | ||
| Q1 25 | $114.6M | $36.8M | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $140.4M | — | ||
| Q2 24 | $186.2M | $76.8M |
总债务BBBYRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BBBYRBC
| Q1 26 | $202.5M | — | ||
| Q4 25 | $217.6M | $3.3B | ||
| Q3 25 | $202.6M | $3.2B | ||
| Q2 25 | $130.9M | $3.1B | ||
| Q1 25 | $143.4M | $3.0B | ||
| Q4 24 | $162.7M | $2.9B | ||
| Q3 24 | $196.2M | $2.9B | ||
| Q2 24 | $250.4M | $2.8B |
总资产BBBYRBC
| Q1 26 | $404.5M | — | ||
| Q4 25 | $425.5M | $5.1B | ||
| Q3 25 | $414.4M | $5.1B | ||
| Q2 25 | $358.1M | $4.8B | ||
| Q1 25 | $363.7M | $4.7B | ||
| Q4 24 | $402.0M | $4.7B | ||
| Q3 24 | $428.3M | $4.7B | ||
| Q2 24 | $496.8M | $4.7B |
负债/权益比BBBYRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 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 | $-11.8M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-12.8M | $99.1M |
| 自由现金流率自由现金流/营收 | -5.2% | 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 | $-24.8M | — |
8季度趋势，按日历期对齐
经营现金流BBBYRBC
| Q1 26 | $-11.8M | — | ||
| Q4 25 | $-6.5M | $122.1M | ||
| Q3 25 | $-15.1M | $88.4M | ||
| Q2 25 | $15.8M | $120.0M | ||
| Q1 25 | $-50.9M | — | ||
| Q4 24 | $-21.7M | $84.0M | ||
| Q3 24 | $-42.1M | — | ||
| Q2 24 | $-75.9M | $97.4M |
自由现金流BBBYRBC
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $-8.6M | $99.1M | ||
| Q3 25 | $-17.4M | $71.7M | ||
| Q2 25 | $14.0M | $104.3M | ||
| Q1 25 | $-52.1M | — | ||
| Q4 24 | $-24.7M | $73.6M | ||
| Q3 24 | $-45.5M | — | ||
| Q2 24 | $-80.4M | $88.4M |
自由现金流率BBBYRBC
| Q1 26 | -5.2% | — | ||
| Q4 25 | -3.2% | 21.5% | ||
| Q3 25 | -6.8% | 15.7% | ||
| Q2 25 | 5.0% | 23.9% | ||
| Q1 25 | -22.5% | — | ||
| Q4 24 | -8.1% | 18.7% | ||
| Q3 24 | -14.6% | — | ||
| Q2 24 | -20.2% | 21.8% |
资本支出强度BBBYRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.0% | ||
| Q3 25 | 0.9% | 3.7% | ||
| Q2 25 | 0.6% | 3.6% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | 1.0% | 2.6% | ||
| Q3 24 | 1.1% | 4.1% | ||
| Q2 24 | 1.1% | 2.2% |
现金转化率BBBYRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 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
BBBY
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
