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BLACKBAUD INC（BLKB）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BLACKBAUD INC的1.6倍（$461.6M vs $281.1M），RBC Bearings INC净利率更高（14.6% vs 11.1%，领先3.5%），RBC Bearings INC同比增速更快（17.0% vs 4.2%），RBC Bearings INC自由现金流更多（$99.1M vs $37.0M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -1.1%）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs RBC — 直观对比
营收规模更大
RBC
是对方的1.6倍
$281.1M
营收增速更快
RBC
高出12.9%
4.2%
净利率更高
RBC
高出3.5%
11.1%
自由现金流更多
RBC
多$62.1M
$37.0M
两年增速更快
RBC
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $461.6M |
| 净利润 | $31.1M | $67.4M |
| 毛利率 | 59.2% | 44.3% |
| 营业利润率 | 18.3% | 22.3% |
| 净利率 | 11.1% | 14.6% |
| 营收同比 | 4.2% | 17.0% |
| 净利润同比 | 620.3% | 16.4% |
| 每股收益（稀释后） | $0.67 | $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BLKBRBC
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $461.6M | ||
| Q3 25 | $281.1M | $455.3M | ||
| Q2 25 | $282.0M | $436.0M | ||
| Q1 25 | $269.9M | $437.7M | ||
| Q4 24 | $302.1M | $394.4M | ||
| Q3 24 | $286.6M | $397.9M | ||
| Q2 24 | $287.3M | $406.3M |
净利润BLKBRBC
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $67.4M | ||
| Q3 25 | $47.5M | $60.0M | ||
| Q2 25 | $26.5M | $68.5M | ||
| Q1 25 | $4.3M | $72.7M | ||
| Q4 24 | $-346.4M | $57.9M | ||
| Q3 24 | $18.3M | $54.2M | ||
| Q2 24 | $21.2M | $61.4M |
毛利率BLKBRBC
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 44.3% | ||
| Q3 25 | 59.6% | 44.1% | ||
| Q2 25 | 59.7% | 44.8% | ||
| Q1 25 | 57.5% | 44.2% | ||
| Q4 24 | 53.8% | 44.3% | ||
| Q3 24 | 54.9% | 43.7% | ||
| Q2 24 | 56.0% | 45.3% |
营业利润率BLKBRBC
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 22.3% | ||
| Q3 25 | 19.4% | 21.5% | ||
| Q2 25 | 20.3% | 23.2% | ||
| Q1 25 | 7.3% | 23.0% | ||
| Q4 24 | -121.5% | 21.7% | ||
| Q3 24 | 14.4% | 21.6% | ||
| Q2 24 | 14.4% | 24.0% |
净利率BLKBRBC
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | 14.6% | ||
| Q3 25 | 16.9% | 13.2% | ||
| Q2 25 | 9.4% | 15.7% | ||
| Q1 25 | 1.6% | 16.6% | ||
| Q4 24 | -114.6% | 14.7% | ||
| Q3 24 | 6.4% | 13.6% | ||
| Q2 24 | 7.4% | 15.1% |
每股收益（稀释后）BLKBRBC
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $2.13 | ||
| Q3 25 | $0.98 | $1.90 | ||
| Q2 25 | $0.55 | $2.17 | ||
| Q1 25 | $0.09 | $2.33 | ||
| Q4 24 | $-6.82 | $1.82 | ||
| Q3 24 | $0.35 | $1.65 | ||
| Q2 24 | $0.41 | $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 | $34.1M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $34.6M | $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BLKBRBC
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $107.6M | ||
| Q3 25 | $38.3M | $91.2M | ||
| Q2 25 | $41.6M | $132.9M | ||
| Q1 25 | $37.2M | $36.8M | ||
| Q4 24 | $67.6M | — | ||
| Q3 24 | $34.6M | — | ||
| Q2 24 | $30.4M | $76.8M |
总债务BLKBRBC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益BLKBRBC
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $3.3B | ||
| Q3 25 | $108.2M | $3.2B | ||
| Q2 25 | $72.7M | $3.1B | ||
| Q1 25 | $17.5M | $3.0B | ||
| Q4 24 | $126.8M | $2.9B | ||
| Q3 24 | $544.8M | $2.9B | ||
| Q2 24 | $577.5M | $2.8B |
总资产BLKBRBC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.5B | $4.7B | ||
| Q3 24 | $2.6B | $4.7B | ||
| Q2 24 | $3.0B | $4.7B |
负债/权益比BLKBRBC
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 8.50× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.78× | — |
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 | $51.5M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 13.2% | 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 | 1.65× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $294.1M | — |
8季度趋势，按日历期对齐
经营现金流BLKBRBC
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $122.1M | ||
| Q3 25 | $139.2M | $88.4M | ||
| Q2 25 | $66.9M | $120.0M | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | $73.6M | $84.0M | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $53.1M | $97.4M |
自由现金流BLKBRBC
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $99.1M | ||
| Q3 25 | $135.7M | $71.7M | ||
| Q2 25 | $66.3M | $104.3M | ||
| Q1 25 | $712.0K | — | ||
| Q4 24 | $73.4M | $73.6M | ||
| Q3 24 | $102.9M | — | ||
| Q2 24 | $48.0M | $88.4M |
自由现金流率BLKBRBC
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | 21.5% | ||
| Q3 25 | 48.3% | 15.7% | ||
| Q2 25 | 23.5% | 23.9% | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 24.3% | 18.7% | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 16.7% | 21.8% |
资本支出强度BLKBRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 5.0% | ||
| Q3 25 | 1.2% | 3.7% | ||
| Q2 25 | 0.2% | 3.6% | ||
| Q1 25 | 0.3% | 3.2% | ||
| Q4 24 | 0.1% | 2.6% | ||
| Q3 24 | 0.4% | 4.1% | ||
| Q2 24 | 1.8% | 2.2% |
现金转化率BLKBRBC
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | 1.81× | ||
| Q3 25 | 2.93× | 1.47× | ||
| Q2 25 | 2.53× | 1.75× | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 5.69× | — | ||
| Q2 24 | 2.50× | 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
BLKB
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
