vs
勃肯（BIRK）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
勃肯的季度营收约是RBC Bearings INC的1.1倍（$526.3M vs $461.6M），勃肯净利率更高（19.3% vs 14.6%，领先4.7%），过去两年勃肯的营收复合增速更高（26.8% vs 5.6%）
勃肯是源自德国的知名鞋履制造商，1774年成立，总部位于莱茵兰-普法尔茨州维德河畔诺伊施塔特。品牌标志性产品采用麂皮、黄麻层叠打造的弧形软木鞋垫，可贴合穿着者脚型，尤以舒适凉鞋品类闻名，创立初衷是为替代当时普遍的平底鞋，推出兼具支撑性与贴合度的鞋款。
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。
BIRK vs RBC — 直观对比
营收规模更大
BIRK
是对方的1.1倍
$461.6M
净利率更高
BIRK
高出4.7%
14.6%
两年增速更快
BIRK
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $526.3M | $461.6M |
| 净利润 | $101.4M | $67.4M |
| 毛利率 | 62.8% | 44.3% |
| 营业利润率 | 23.0% | 22.3% |
| 净利率 | 19.3% | 14.6% |
| 营收同比 | — | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | — | $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BIRKRBC
| Q4 25 | — | $461.6M | ||
| Q3 25 | $526.3M | $455.3M | ||
| Q2 25 | $685.8M | $436.0M | ||
| Q1 25 | $620.3M | $437.7M | ||
| Q4 24 | $390.7M | $394.4M | ||
| Q3 24 | $455.8M | $397.9M | ||
| Q2 24 | $609.9M | $406.3M | ||
| Q1 24 | $519.7M | $413.7M |
净利润BIRKRBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | $101.4M | $60.0M | ||
| Q2 25 | $139.6M | $68.5M | ||
| Q1 25 | $113.5M | $72.7M | ||
| Q4 24 | $21.7M | $57.9M | ||
| Q3 24 | — | $54.2M | ||
| Q2 24 | $80.6M | $61.4M | ||
| Q1 24 | $77.4M | — |
毛利率BIRKRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | 62.8% | 44.1% | ||
| Q2 25 | 60.5% | 44.8% | ||
| Q1 25 | 57.7% | 44.2% | ||
| Q4 24 | 60.3% | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 59.5% | 45.3% | ||
| Q1 24 | 56.3% | 43.1% |
营业利润率BIRKRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | 23.0% | 21.5% | ||
| Q2 25 | 31.2% | 23.2% | ||
| Q1 25 | 30.5% | 23.0% | ||
| Q4 24 | 17.7% | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | 27.5% | 24.0% | ||
| Q1 24 | 27.5% | 22.8% |
净利率BIRKRBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | 19.3% | 13.2% | ||
| Q2 25 | 20.3% | 15.7% | ||
| Q1 25 | 18.3% | 16.6% | ||
| Q4 24 | 5.6% | 14.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 13.2% | 15.1% | ||
| Q1 24 | 14.9% | — |
每股收益（稀释后）BIRKRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | — | $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 | $355.4M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.9B | $3.3B |
| 总资产 | $5.3B | $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BIRKRBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | $355.4M | $91.2M | ||
| Q2 25 | $282.8M | $132.9M | ||
| Q1 25 | $254.2M | $36.8M | ||
| Q4 24 | $322.5M | — | ||
| Q3 24 | $384.3M | — | ||
| Q2 24 | $436.7M | $76.8M | ||
| Q1 24 | $189.8M | $63.5M |
总债务BIRKRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益BIRKRBC
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.8B | $3.1B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.8B | $2.8B | ||
| Q1 24 | $2.7B | $2.8B |
总资产BIRKRBC
| Q4 25 | — | $5.1B | ||
| Q3 25 | $5.3B | $5.1B | ||
| Q2 25 | $5.3B | $4.8B | ||
| Q1 25 | $5.4B | $4.7B | ||
| Q4 24 | $5.4B | $4.7B | ||
| Q3 24 | $5.3B | $4.7B | ||
| Q2 24 | $5.4B | $4.7B | ||
| Q1 24 | $5.2B | $4.7B |
负债/权益比BIRKRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $415.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 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 | 4.09× | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BIRKRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | $415.0M | $88.4M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-12.6M | $84.0M | ||
| Q3 24 | $463.0M | — | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | — | — |
自由现金流BIRKRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率BIRKRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度BIRKRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率BIRKRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 4.09× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.58× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
BIRK
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
