vs
BOX INC（BOX）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BOX INC的1.5倍（$461.6M vs $301.1M），RBC Bearings INC净利率更高（14.6% vs 4.0%，领先10.6%），RBC Bearings INC同比增速更快（17.0% vs 9.1%），RBC Bearings INC自由现金流更多（$99.1M vs $71.3M），过去两年BOX INC的营收复合增速更高（7.0% vs 5.6%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs RBC — 直观对比
营收规模更大
RBC
是对方的1.5倍
$301.1M
营收增速更快
RBC
高出7.9%
9.1%
净利率更高
RBC
高出10.6%
4.0%
自由现金流更多
RBC
多$27.8M
$71.3M
两年增速更快
BOX
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $461.6M |
| 净利润 | $12.1M | $67.4M |
| 毛利率 | 79.6% | 44.3% |
| 营业利润率 | 8.3% | 22.3% |
| 净利率 | 4.0% | 14.6% |
| 营收同比 | 9.1% | 17.0% |
| 净利润同比 | -6.4% | 16.4% |
| 每股收益（稀释后） | $0.05 | $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BOXRBC
| Q4 25 | $301.1M | $461.6M | ||
| Q3 25 | $294.0M | $455.3M | ||
| Q2 25 | $276.3M | $436.0M | ||
| Q1 25 | $279.5M | $437.7M | ||
| Q4 24 | $275.9M | $394.4M | ||
| Q3 24 | $270.0M | $397.9M | ||
| Q2 24 | $264.7M | $406.3M | ||
| Q1 24 | $262.9M | $413.7M |
净利润BOXRBC
| Q4 25 | $12.1M | $67.4M | ||
| Q3 25 | $13.4M | $60.0M | ||
| Q2 25 | $8.2M | $68.5M | ||
| Q1 25 | $194.0M | $72.7M | ||
| Q4 24 | $12.9M | $57.9M | ||
| Q3 24 | $20.5M | $54.2M | ||
| Q2 24 | $17.2M | $61.4M | ||
| Q1 24 | $99.2M | — |
毛利率BOXRBC
| Q4 25 | 79.6% | 44.3% | ||
| Q3 25 | 79.1% | 44.1% | ||
| Q2 25 | 78.0% | 44.8% | ||
| Q1 25 | 79.0% | 44.2% | ||
| Q4 24 | 79.9% | 44.3% | ||
| Q3 24 | 79.4% | 43.7% | ||
| Q2 24 | 78.0% | 45.3% | ||
| Q1 24 | 76.1% | 43.1% |
营业利润率BOXRBC
| Q4 25 | 8.3% | 22.3% | ||
| Q3 25 | 7.0% | 21.5% | ||
| Q2 25 | 2.3% | 23.2% | ||
| Q1 25 | 6.4% | 23.0% | ||
| Q4 24 | 8.5% | 21.7% | ||
| Q3 24 | 7.5% | 21.6% | ||
| Q2 24 | 6.8% | 24.0% | ||
| Q1 24 | 8.1% | 22.8% |
净利率BOXRBC
| Q4 25 | 4.0% | 14.6% | ||
| Q3 25 | 4.6% | 13.2% | ||
| Q2 25 | 3.0% | 15.7% | ||
| Q1 25 | 69.4% | 16.6% | ||
| Q4 24 | 4.7% | 14.7% | ||
| Q3 24 | 7.6% | 13.6% | ||
| Q2 24 | 6.5% | 15.1% | ||
| Q1 24 | 37.7% | — |
每股收益（稀释后）BOXRBC
| Q4 25 | $0.05 | $2.13 | ||
| Q3 25 | $0.05 | $1.90 | ||
| Q2 25 | $0.02 | $2.17 | ||
| Q1 25 | $1.13 | $2.33 | ||
| Q4 24 | $0.05 | $1.82 | ||
| Q3 24 | $0.10 | $1.65 | ||
| Q2 24 | $0.08 | $1.90 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $-286.6M | $3.3B |
| 总资产 | $1.6B | $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BOXRBC
| Q4 25 | $729.6M | $107.6M | ||
| Q3 25 | $757.9M | $91.2M | ||
| Q2 25 | $790.4M | $132.9M | ||
| Q1 25 | $722.8M | $36.8M | ||
| Q4 24 | $697.9M | — | ||
| Q3 24 | $482.2M | — | ||
| Q2 24 | $566.1M | $76.8M | ||
| Q1 24 | $480.7M | $63.5M |
总债务BOXRBC
| 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BOXRBC
| Q4 25 | $-286.6M | $3.3B | ||
| Q3 25 | $-269.4M | $3.2B | ||
| Q2 25 | $-280.1M | $3.1B | ||
| Q1 25 | $-297.0M | $3.0B | ||
| Q4 24 | $-479.9M | $2.9B | ||
| Q3 24 | $-439.4M | $2.9B | ||
| Q2 24 | $-397.9M | $2.8B | ||
| Q1 24 | $-431.1M | $2.8B |
总资产BOXRBC
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $4.8B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.4B | $4.7B | ||
| Q3 24 | $1.1B | $4.7B | ||
| Q2 24 | $1.2B | $4.7B | ||
| Q1 24 | $1.2B | $4.7B |
负债/权益比BOXRBC
| 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 | $73.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $99.1M |
| 自由现金流率自由现金流/营收 | 23.7% | 21.5% |
| 资本支出强度资本支出/营收 | 0.6% | 5.0% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $343.5M | — |
8季度趋势，按日历期对齐
经营现金流BOXRBC
| Q4 25 | $73.0M | $122.1M | ||
| Q3 25 | $46.0M | $88.4M | ||
| Q2 25 | $127.1M | $120.0M | ||
| Q1 25 | $102.2M | — | ||
| Q4 24 | $62.6M | $84.0M | ||
| Q3 24 | $36.3M | — | ||
| Q2 24 | $131.2M | $97.4M | ||
| Q1 24 | $89.3M | — |
自由现金流BOXRBC
| Q4 25 | $71.3M | $99.1M | ||
| Q3 25 | $43.9M | $71.7M | ||
| Q2 25 | $126.7M | $104.3M | ||
| Q1 25 | $101.5M | — | ||
| Q4 24 | $62.3M | $73.6M | ||
| Q3 24 | $35.9M | — | ||
| Q2 24 | $129.9M | $88.4M | ||
| Q1 24 | $89.1M | — |
自由现金流率BOXRBC
| Q4 25 | 23.7% | 21.5% | ||
| Q3 25 | 14.9% | 15.7% | ||
| Q2 25 | 45.9% | 23.9% | ||
| Q1 25 | 36.3% | — | ||
| Q4 24 | 22.6% | 18.7% | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 49.1% | 21.8% | ||
| Q1 24 | 33.9% | — |
资本支出强度BOXRBC
| Q4 25 | 0.6% | 5.0% | ||
| Q3 25 | 0.7% | 3.7% | ||
| Q2 25 | 0.1% | 3.6% | ||
| Q1 25 | 0.2% | 3.2% | ||
| Q4 24 | 0.1% | 2.6% | ||
| Q3 24 | 0.1% | 4.1% | ||
| Q2 24 | 0.5% | 2.2% | ||
| Q1 24 | 0.1% | — |
现金转化率BOXRBC
| Q4 25 | 6.05× | 1.81× | ||
| Q3 25 | 3.42× | 1.47× | ||
| Q2 25 | 15.51× | 1.75× | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | 1.45× | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | 1.59× | ||
| Q1 24 | 0.90× | — |
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
BOX
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
