vs
BankUnited, Inc.（BKU）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BankUnited, Inc.的1.6倍（$461.6M vs $288.2M），RBC Bearings INC同比增速更快（17.0% vs 9.0%），过去两年BankUnited, Inc.的营收复合增速更高（9.2% vs 5.6%）
BankUnited, Inc.是美国国民银行BankUnited, N.A.的控股公司，成立于1984年，总部位于佛罗里达州迈阿密莱克斯。业务覆盖佛罗里达州、佐治亚州亚特兰大及周边、得克萨斯州达拉斯、新泽西州莫里斯敦、北卡罗来纳州夏洛特，以及纽约大都会区，还通过全国性平台提供部分商业贷款和存款产品，截至2025年12月31日总资产达350亿美元。
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。
BKU vs RBC — 直观对比
营收规模更大
RBC
是对方的1.6倍
$288.2M
营收增速更快
RBC
高出8.1%
9.0%
两年增速更快
BKU
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $288.2M | $461.6M |
| 净利润 | — | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 31.2% | 22.3% |
| 净利率 | — | 14.6% |
| 营收同比 | 9.0% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $0.89 | $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BKURBC
| Q4 25 | $288.2M | $461.6M | ||
| Q3 25 | $275.7M | $455.3M | ||
| Q2 25 | $273.9M | $436.0M | ||
| Q1 25 | $255.4M | $437.7M | ||
| Q4 24 | $264.5M | $394.4M | ||
| Q3 24 | $257.0M | $397.9M | ||
| Q2 24 | $250.2M | $406.3M | ||
| Q1 24 | $241.7M | $413.7M |
净利润BKURBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | $71.9M | $60.0M | ||
| Q2 25 | $68.8M | $68.5M | ||
| Q1 25 | $58.5M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | $61.5M | $54.2M | ||
| Q2 24 | $53.7M | $61.4M | ||
| Q1 24 | $48.0M | — |
毛利率BKURBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率BKURBC
| Q4 25 | 31.2% | 22.3% | ||
| Q3 25 | 35.5% | 21.5% | ||
| Q2 25 | 34.3% | 23.2% | ||
| Q1 25 | 31.4% | 23.0% | ||
| Q4 24 | 35.2% | 21.7% | ||
| Q3 24 | 32.4% | 21.6% | ||
| Q2 24 | 29.2% | 24.0% | ||
| Q1 24 | 27.8% | 22.8% |
净利率BKURBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | 26.1% | 13.2% | ||
| Q2 25 | 25.1% | 15.7% | ||
| Q1 25 | 22.9% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | 23.9% | 13.6% | ||
| Q2 24 | 21.5% | 15.1% | ||
| Q1 24 | 19.8% | — |
每股收益（稀释后）BKURBC
| Q4 25 | $0.89 | $2.13 | ||
| Q3 25 | $0.95 | $1.90 | ||
| Q2 25 | $0.91 | $2.17 | ||
| Q1 25 | $0.78 | $2.33 | ||
| Q4 24 | $0.91 | $1.82 | ||
| Q3 24 | $0.81 | $1.65 | ||
| Q2 24 | $0.72 | $1.90 | ||
| Q1 24 | $0.64 | $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 | $217.8M | $107.6M |
| 总债务越低越好 | $319.7M | $990.2M |
| 股东权益账面价值 | $3.1B | $3.3B |
| 总资产 | $35.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BKURBC
| Q4 25 | $217.8M | $107.6M | ||
| Q3 25 | $559.5M | $91.2M | ||
| Q2 25 | $801.3M | $132.9M | ||
| Q1 25 | $443.7M | $36.8M | ||
| Q4 24 | $491.1M | — | ||
| Q3 24 | $889.9M | — | ||
| Q2 24 | $433.5M | $76.8M | ||
| Q1 24 | $421.2M | $63.5M |
总债务BKURBC
| Q4 25 | $319.7M | $990.2M | ||
| Q3 25 | $320.4M | $1.1B | ||
| Q2 25 | $708.9M | $915.6M | ||
| Q1 25 | $709.1M | $920.1M | ||
| Q4 24 | $708.6M | — | ||
| Q3 24 | $708.7M | — | ||
| Q2 24 | $708.8M | — | ||
| Q1 24 | $709.0M | $1.2B |
股东权益BKURBC
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $3.0B | $3.1B | ||
| Q1 25 | $2.9B | $3.0B | ||
| Q4 24 | $2.8B | $2.9B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.7B | $2.8B | ||
| Q1 24 | $2.6B | $2.8B |
总资产BKURBC
| Q4 25 | $35.0B | $5.1B | ||
| Q3 25 | $35.1B | $5.1B | ||
| Q2 25 | $35.5B | $4.8B | ||
| Q1 25 | $34.8B | $4.7B | ||
| Q4 24 | $35.2B | $4.7B | ||
| Q3 24 | $35.8B | $4.7B | ||
| Q2 24 | $35.4B | $4.7B | ||
| Q1 24 | $35.1B | $4.7B |
负债/权益比BKURBC
| Q4 25 | 0.10× | 0.30× | ||
| Q3 25 | 0.11× | 0.34× | ||
| Q2 25 | 0.24× | 0.29× | ||
| Q1 25 | 0.24× | 0.30× | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.27× | 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 | $358.6M | $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 | — | 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BKURBC
| Q4 25 | $358.6M | $122.1M | ||
| Q3 25 | $99.7M | $88.4M | ||
| Q2 25 | $117.6M | $120.0M | ||
| Q1 25 | $16.4M | — | ||
| Q4 24 | $433.8M | $84.0M | ||
| Q3 24 | $46.1M | — | ||
| Q2 24 | $135.7M | $97.4M | ||
| Q1 24 | $66.5M | — |
自由现金流BKURBC
| 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BKURBC
| 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BKURBC
| 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BKURBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 1.39× | 1.47× | ||
| Q2 25 | 1.71× | 1.75× | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 2.53× | 1.59× | ||
| Q1 24 | 1.39× | — |
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
BKU
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
