vs
Brixmor Property Group Inc.（BRX）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Brixmor Property Group Inc.的1.3倍（$461.6M vs $354.8M），Brixmor Property Group Inc.净利率更高（36.0% vs 14.6%，领先21.4%），RBC Bearings INC同比增速更快（17.0% vs 5.1%），过去两年Brixmor Property Group Inc.的营收复合增速更高（6.0% vs 5.6%）
Brixmor Property Group是一家公开上市的房地产投资信托（REIT），核心业务为投资购物中心类商业地产，专注于挖掘零售不动产的商业价值，在为股东创造稳定投资回报的同时，也为入驻商户的运营发展提供物业配套支持。
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。
BRX vs RBC — 直观对比
营收规模更大
RBC
是对方的1.3倍
$354.8M
营收增速更快
RBC
高出11.9%
5.1%
净利率更高
BRX
高出21.4%
14.6%
两年增速更快
BRX
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $354.8M | $461.6M |
| 净利润 | $127.8M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 37.8% | 22.3% |
| 净利率 | 36.0% | 14.6% |
| 营收同比 | 5.1% | 17.0% |
| 净利润同比 | 83.2% | 16.4% |
| 每股收益（稀释后） | $0.41 | $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BRXRBC
| Q1 26 | $354.8M | — | ||
| Q4 25 | $353.8M | $461.6M | ||
| Q3 25 | $340.8M | $455.3M | ||
| Q2 25 | $339.5M | $436.0M | ||
| Q1 25 | $337.5M | $437.7M | ||
| Q4 24 | $328.4M | $394.4M | ||
| Q3 24 | $320.7M | $397.9M | ||
| Q2 24 | $315.7M | $406.3M |
净利润BRXRBC
| Q1 26 | $127.8M | — | ||
| Q4 25 | $137.1M | $67.4M | ||
| Q3 25 | $94.2M | $60.0M | ||
| Q2 25 | $85.1M | $68.5M | ||
| Q1 25 | $69.7M | $72.7M | ||
| Q4 24 | $83.4M | $57.9M | ||
| Q3 24 | $96.8M | $54.2M | ||
| Q2 24 | $70.1M | $61.4M |
毛利率BRXRBC
| Q1 26 | — | — | ||
| 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% |
营业利润率BRXRBC
| Q1 26 | 37.8% | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% |
净利率BRXRBC
| Q1 26 | 36.0% | — | ||
| Q4 25 | 38.8% | 14.6% | ||
| Q3 25 | 27.6% | 13.2% | ||
| Q2 25 | 25.1% | 15.7% | ||
| Q1 25 | 20.7% | 16.6% | ||
| Q4 24 | 25.4% | 14.7% | ||
| Q3 24 | 30.2% | 13.6% | ||
| Q2 24 | 22.2% | 15.1% |
每股收益（稀释后）BRXRBC
| Q1 26 | $0.41 | — | ||
| Q4 25 | $0.43 | $2.13 | ||
| Q3 25 | $0.31 | $1.90 | ||
| Q2 25 | $0.28 | $2.17 | ||
| Q1 25 | $0.23 | $2.33 | ||
| Q4 24 | $0.27 | $1.82 | ||
| Q3 24 | $0.32 | $1.65 | ||
| Q2 24 | $0.23 | $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 | $323.9M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $3.0B | $3.3B |
| 总资产 | $9.1B | $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BRXRBC
| Q1 26 | $323.9M | — | ||
| Q4 25 | $334.4M | $107.6M | ||
| Q3 25 | $331.5M | $91.2M | ||
| Q2 25 | $105.0M | $132.9M | ||
| Q1 25 | $106.5M | $36.8M | ||
| Q4 24 | $377.6M | — | ||
| Q3 24 | $451.3M | — | ||
| Q2 24 | $473.6M | $76.8M |
总债务BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $990.2M | ||
| Q3 25 | $5.5B | $1.1B | ||
| Q2 25 | $5.1B | $915.6M | ||
| Q1 25 | $5.1B | $920.1M | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BRXRBC
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $3.3B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $3.0B | $3.1B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $2.9B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B |
总资产BRXRBC
| Q1 26 | $9.1B | — | ||
| Q4 25 | $9.1B | $5.1B | ||
| Q3 25 | $9.0B | $5.1B | ||
| Q2 25 | $8.6B | $4.8B | ||
| Q1 25 | $8.6B | $4.7B | ||
| Q4 24 | $8.9B | $4.7B | ||
| Q3 24 | $8.7B | $4.7B | ||
| Q2 24 | $8.7B | $4.7B |
负债/权益比BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 0.30× | ||
| Q3 25 | 1.85× | 0.34× | ||
| Q2 25 | 1.73× | 0.29× | ||
| Q1 25 | 1.73× | 0.30× | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $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 | 3.4% | 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BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | $652.0M | $122.1M | ||
| Q3 25 | $168.3M | $88.4M | ||
| Q2 25 | $181.5M | $120.0M | ||
| Q1 25 | $130.1M | — | ||
| Q4 24 | $624.7M | $84.0M | ||
| Q3 24 | $157.5M | — | ||
| Q2 24 | $183.5M | $97.4M |
自由现金流BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M |
自由现金流率BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% |
资本支出强度BRXRBC
| Q1 26 | 3.4% | — | ||
| 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% |
现金转化率BRXRBC
| Q1 26 | — | — | ||
| Q4 25 | 4.75× | 1.81× | ||
| Q3 25 | 1.79× | 1.47× | ||
| Q2 25 | 2.13× | 1.75× | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 7.49× | 1.45× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 2.62× | 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
BRX
| Rental income | $354.3M | 100% |
| Other revenues | $482.0K | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
