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BENCHMARK ELECTRONICS INC（BHE）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
BENCHMARK ELECTRONICS INC的季度营收约是RBC Bearings INC的1.5倍（$677.3M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 1.9%，领先12.7%），RBC Bearings INC同比增速更快（17.0% vs 11.4%），RBC Bearings INC自由现金流更多（$99.1M vs $48.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
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。
BHE vs RBC — 直观对比
营收规模更大
BHE
是对方的1.5倍
$461.6M
营收增速更快
RBC
高出5.6%
11.4%
净利率更高
RBC
高出12.7%
1.9%
自由现金流更多
RBC
多$51.0M
$48.1M
两年增速更快
RBC
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $677.3M | $461.6M |
| 净利润 | $13.0M | $67.4M |
| 毛利率 | 10.2% | 44.3% |
| 营业利润率 | 3.2% | 22.3% |
| 净利率 | 1.9% | 14.6% |
| 营收同比 | 11.4% | 17.0% |
| 净利润同比 | 257.4% | 16.4% |
| 每股收益（稀释后） | $0.17 | $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BHERBC
| Q1 26 | $677.3M | — | ||
| Q4 25 | $725.8M | $461.6M | ||
| Q3 25 | $702.6M | $455.3M | ||
| Q2 25 | $665.7M | $436.0M | ||
| Q1 25 | $654.6M | $437.7M | ||
| Q4 24 | $683.6M | $394.4M | ||
| Q3 24 | $680.0M | $397.9M | ||
| Q2 24 | $686.7M | $406.3M |
净利润BHERBC
| Q1 26 | $13.0M | — | ||
| Q4 25 | — | $67.4M | ||
| Q3 25 | $14.3M | $60.0M | ||
| Q2 25 | $972.0K | $68.5M | ||
| Q1 25 | $3.6M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | $15.4M | $54.2M | ||
| Q2 24 | $15.5M | $61.4M |
毛利率BHERBC
| Q1 26 | 10.2% | — | ||
| Q4 25 | 10.2% | 44.3% | ||
| Q3 25 | 9.7% | 44.1% | ||
| Q2 25 | 9.7% | 44.8% | ||
| Q1 25 | 9.7% | 44.2% | ||
| Q4 24 | 9.9% | 44.3% | ||
| Q3 24 | 9.8% | 43.7% | ||
| Q2 24 | 9.9% | 45.3% |
营业利润率BHERBC
| Q1 26 | 3.2% | — | ||
| Q4 25 | 2.8% | 22.3% | ||
| Q3 25 | 3.4% | 21.5% | ||
| Q2 25 | 3.1% | 23.2% | ||
| Q1 25 | 1.8% | 23.0% | ||
| Q4 24 | 4.2% | 21.7% | ||
| Q3 24 | 4.1% | 21.6% | ||
| Q2 24 | 4.0% | 24.0% |
净利率BHERBC
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | 2.0% | 13.2% | ||
| Q2 25 | 0.1% | 15.7% | ||
| Q1 25 | 0.6% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | 2.3% | 13.6% | ||
| Q2 24 | 2.3% | 15.1% |
每股收益（稀释后）BHERBC
| Q1 26 | $0.17 | — | ||
| Q4 25 | $0.16 | $2.13 | ||
| Q3 25 | $0.39 | $1.90 | ||
| Q2 25 | $0.03 | $2.17 | ||
| Q1 25 | $0.10 | $2.33 | ||
| Q4 24 | $0.43 | $1.82 | ||
| Q3 24 | $0.42 | $1.65 | ||
| Q2 24 | $0.43 | $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 | $324.9M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | — | $3.3B |
| 总资产 | $2.1B | $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BHERBC
| Q1 26 | $324.9M | — | ||
| Q4 25 | $322.1M | $107.6M | ||
| Q3 25 | $285.4M | $91.2M | ||
| Q2 25 | $264.6M | $132.9M | ||
| Q1 25 | $355.3M | $36.8M | ||
| Q4 24 | $315.2M | — | ||
| Q3 24 | $324.4M | — | ||
| Q2 24 | $309.3M | $76.8M |
总债务BHERBC
| Q1 26 | — | — | ||
| Q4 25 | $206.8M | $990.2M | ||
| Q3 25 | $212.6M | $1.1B | ||
| Q2 25 | $203.4M | $915.6M | ||
| Q1 25 | $268.9M | $920.1M | ||
| Q4 24 | $250.5M | — | ||
| Q3 24 | $272.0M | — | ||
| Q2 24 | $283.6M | — |
股东权益BHERBC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.1B | $2.8B |
总资产BHERBC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.0B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.1B | $4.7B | ||
| Q3 24 | $2.1B | $4.7B | ||
| Q2 24 | $2.2B | $4.7B |
负债/权益比BHERBC
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.30× | ||
| Q3 25 | 0.19× | 0.34× | ||
| Q2 25 | 0.18× | 0.29× | ||
| Q1 25 | 0.24× | 0.30× | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $48.1M | $99.1M |
| 自由现金流率自由现金流/营收 | 7.1% | 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 | 3.61× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $108.3M | — |
8季度趋势，按日历期对齐
经营现金流BHERBC
| Q1 26 | $47.0M | — | ||
| Q4 25 | $58.7M | $122.1M | ||
| Q3 25 | $36.6M | $88.4M | ||
| Q2 25 | $-2.8M | $120.0M | ||
| Q1 25 | $31.5M | — | ||
| Q4 24 | $45.9M | $84.0M | ||
| Q3 24 | $39.0M | — | ||
| Q2 24 | $55.8M | $97.4M |
自由现金流BHERBC
| Q1 26 | $48.1M | — | ||
| Q4 25 | $48.2M | $99.1M | ||
| Q3 25 | $25.8M | $71.7M | ||
| Q2 25 | $-13.8M | $104.3M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $37.2M | $73.6M | ||
| Q3 24 | $29.2M | — | ||
| Q2 24 | $48.2M | $88.4M |
自由现金流率BHERBC
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.6% | 21.5% | ||
| Q3 25 | 3.7% | 15.7% | ||
| Q2 25 | -2.1% | 23.9% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.4% | 18.7% | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 7.0% | 21.8% |
资本支出强度BHERBC
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.0% | ||
| Q3 25 | 1.5% | 3.7% | ||
| Q2 25 | 1.7% | 3.6% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 1.4% | 4.1% | ||
| Q2 24 | 1.1% | 2.2% |
现金转化率BHERBC
| Q1 26 | 3.61× | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | 2.57× | 1.47× | ||
| Q2 25 | -2.90× | 1.75× | ||
| Q1 25 | 8.65× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 3.59× | 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
BHE
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
