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BENCHMARK ELECTRONICS INC(BHE)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是BENCHMARK ELECTRONICS INC的1.8倍($1.2B vs $677.3M),利氏兄弟拍卖行净利率更高(9.1% vs 1.9%,领先7.2%),BENCHMARK ELECTRONICS INC同比增速更快(11.4% vs 5.4%),利氏兄弟拍卖行自由现金流更多($186.5M vs $48.1M),过去两年利氏兄弟拍卖行的营收复合增速更高(6.3% vs -0.7%)
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务(EMS)、原始设计制造(ODM)及原始设备制造(OEM)企业,为客户提供专业的合同制造服务,业务覆盖全球多个区域的电子产业链需求。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
BHE vs RBA — 直观对比
营收规模更大
RBA
是对方的1.8倍
$677.3M
营收增速更快
BHE
高出6.0%
5.4%
净利率更高
RBA
高出7.2%
1.9%
自由现金流更多
RBA
多$138.4M
$48.1M
两年增速更快
RBA
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $677.3M | $1.2B |
| 净利润 | $13.0M | $109.7M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 3.2% | 14.7% |
| 净利率 | 1.9% | 9.1% |
| 营收同比 | 11.4% | 5.4% |
| 净利润同比 | 257.4% | -7.4% |
| 每股收益(稀释后) | $0.17 | $0.53 |
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
BHE
RBA
| Q1 26 | $677.3M | — | ||
| Q4 25 | $725.8M | $1.2B | ||
| Q3 25 | $702.6M | $1.1B | ||
| Q2 25 | $665.7M | $1.2B | ||
| Q1 25 | $654.6M | $1.1B | ||
| Q4 24 | $683.6M | $1.1B | ||
| Q3 24 | $680.0M | $981.8M | ||
| Q2 24 | $686.7M | $1.1B |
净利润
BHE
RBA
| Q1 26 | $13.0M | — | ||
| Q4 25 | — | $109.7M | ||
| Q3 25 | $14.3M | $95.5M | ||
| Q2 25 | $972.0K | $109.8M | ||
| Q1 25 | $3.6M | $113.4M | ||
| Q4 24 | — | $118.5M | ||
| Q3 24 | $15.4M | $76.1M | ||
| Q2 24 | $15.5M | $111.1M |
毛利率
BHE
RBA
| Q1 26 | 10.2% | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 9.9% | — |
营业利润率
BHE
RBA
| Q1 26 | 3.2% | — | ||
| Q4 25 | 2.8% | 14.7% | ||
| Q3 25 | 3.4% | 14.5% | ||
| Q2 25 | 3.1% | 15.9% | ||
| Q1 25 | 1.8% | 17.1% | ||
| Q4 24 | 4.2% | 18.1% | ||
| Q3 24 | 4.1% | 15.6% | ||
| Q2 24 | 4.0% | 18.4% |
净利率
BHE
RBA
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 9.1% | ||
| Q3 25 | 2.0% | 8.7% | ||
| Q2 25 | 0.1% | 9.3% | ||
| Q1 25 | 0.6% | 10.2% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | 2.3% | 7.8% | ||
| Q2 24 | 2.3% | 10.1% |
每股收益(稀释后)
BHE
RBA
| Q1 26 | $0.17 | — | ||
| Q4 25 | $0.16 | $0.53 | ||
| Q3 25 | $0.39 | $0.43 | ||
| Q2 25 | $0.03 | $0.53 | ||
| Q1 25 | $0.10 | $0.55 | ||
| Q4 24 | $0.43 | $0.58 | ||
| Q3 24 | $0.42 | $0.36 | ||
| Q2 24 | $0.43 | $0.54 |
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 | $324.9M | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | — | $5.6B |
| 总资产 | $2.1B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
BHE
RBA
| Q1 26 | $324.9M | — | ||
| Q4 25 | $322.1M | $531.5M | ||
| Q3 25 | $285.4M | $674.7M | ||
| Q2 25 | $264.6M | $710.2M | ||
| Q1 25 | $355.3M | $578.1M | ||
| Q4 24 | $315.2M | $533.9M | ||
| Q3 24 | $324.4M | $650.7M | ||
| Q2 24 | $309.3M | $599.5M |
总债务
BHE
RBA
| Q1 26 | — | — | ||
| Q4 25 | $206.8M | $2.3B | ||
| Q3 25 | $212.6M | $2.6B | ||
| Q2 25 | $203.4M | $2.6B | ||
| Q1 25 | $268.9M | $2.6B | ||
| Q4 24 | $250.5M | $2.6B | ||
| Q3 24 | $272.0M | $2.7B | ||
| Q2 24 | $283.6M | $2.8B |
股东权益
BHE
RBA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $5.6B | ||
| Q3 25 | $1.1B | $5.5B | ||
| Q2 25 | $1.1B | $5.5B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.1B | $5.2B | ||
| Q3 24 | $1.1B | $5.2B | ||
| Q2 24 | $1.1B | $5.2B |
总资产
BHE
RBA
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $12.1B | ||
| Q3 25 | $2.1B | $12.2B | ||
| Q2 25 | $2.0B | $12.2B | ||
| Q1 25 | $2.1B | $11.9B | ||
| Q4 24 | $2.1B | $11.8B | ||
| Q3 24 | $2.1B | $11.9B | ||
| Q2 24 | $2.2B | $12.1B |
负债/权益比
BHE
RBA
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.42× | ||
| Q3 25 | 0.19× | 0.47× | ||
| Q2 25 | 0.18× | 0.47× | ||
| Q1 25 | 0.24× | 0.50× | ||
| Q4 24 | 0.23× | 0.50× | ||
| Q3 24 | 0.25× | 0.52× | ||
| Q2 24 | 0.26× | 0.55× |
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 | $47.0M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $48.1M | $186.5M |
| 自由现金流率自由现金流/营收 | 7.1% | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | 3.61× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $108.3M | $719.2M |
8季度趋势,按日历期对齐
经营现金流
BHE
RBA
| Q1 26 | $47.0M | — | ||
| Q4 25 | $58.7M | $255.2M | ||
| Q3 25 | $36.6M | $239.7M | ||
| Q2 25 | $-2.8M | $326.5M | ||
| Q1 25 | $31.5M | $156.8M | ||
| Q4 24 | $45.9M | $184.5M | ||
| Q3 24 | $39.0M | $285.4M | ||
| Q2 24 | $55.8M | $337.3M |
自由现金流
BHE
RBA
| Q1 26 | $48.1M | — | ||
| Q4 25 | $48.2M | $186.5M | ||
| Q3 25 | $25.8M | $188.5M | ||
| Q2 25 | $-13.8M | $241.7M | ||
| Q1 25 | $28.1M | $102.5M | ||
| Q4 24 | $37.2M | $127.9M | ||
| Q3 24 | $29.2M | $248.5M | ||
| Q2 24 | $48.2M | $308.6M |
自由现金流率
BHE
RBA
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.6% | 15.5% | ||
| Q3 25 | 3.7% | 17.3% | ||
| Q2 25 | -2.1% | 20.4% | ||
| Q1 25 | 4.3% | 9.2% | ||
| Q4 24 | 5.4% | 11.2% | ||
| Q3 24 | 4.3% | 25.3% | ||
| Q2 24 | 7.0% | 28.2% |
资本支出强度
BHE
RBA
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.7% | ||
| Q3 25 | 1.5% | 4.7% | ||
| Q2 25 | 1.7% | 7.2% | ||
| Q1 25 | 0.5% | 4.9% | ||
| Q4 24 | 1.3% | 5.0% | ||
| Q3 24 | 1.4% | 3.8% | ||
| Q2 24 | 1.1% | 2.6% |
现金转化率
BHE
RBA
| Q1 26 | 3.61× | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | 2.57× | 2.51× | ||
| Q2 25 | -2.90× | 2.97× | ||
| Q1 25 | 8.65× | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 2.54× | 3.75× | ||
| Q2 24 | 3.59× | 3.04× |
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
BHE
暂无分部数据
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |