vs
BrightView Holdings, Inc.（BV）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
BrightView Holdings, Inc.的季度营收约是RBC Bearings INC的1.3倍（$614.7M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -2.5%，领先17.1%），RBC Bearings INC同比增速更快（17.0% vs 2.6%），RBC Bearings INC自由现金流更多（$99.1M vs $-18.6M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -4.4%）
BrightView Holdings是美国领先的商业景观服务提供商，业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等，服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs RBC — 直观对比
营收规模更大
BV
是对方的1.3倍
$461.6M
营收增速更快
RBC
高出14.5%
2.6%
净利率更高
RBC
高出17.1%
-2.5%
自由现金流更多
RBC
多$117.7M
$-18.6M
两年增速更快
RBC
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $614.7M | $461.6M |
| 净利润 | $-15.2M | $67.4M |
| 毛利率 | 18.6% | 44.3% |
| 营业利润率 | -1.2% | 22.3% |
| 净利率 | -2.5% | 14.6% |
| 营收同比 | 2.6% | 17.0% |
| 净利润同比 | -46.2% | 16.4% |
| 每股收益（稀释后） | $-0.26 | $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BVRBC
| Q4 25 | $614.7M | $461.6M | ||
| Q3 25 | $702.7M | $455.3M | ||
| Q2 25 | $708.3M | $436.0M | ||
| Q1 25 | $662.6M | $437.7M | ||
| Q4 24 | $599.2M | $394.4M | ||
| Q3 24 | $728.7M | $397.9M | ||
| Q2 24 | $738.8M | $406.3M | ||
| Q1 24 | $672.9M | $413.7M |
净利润BVRBC
| Q4 25 | $-15.2M | $67.4M | ||
| Q3 25 | $27.7M | $60.0M | ||
| Q2 25 | $32.3M | $68.5M | ||
| Q1 25 | $6.4M | $72.7M | ||
| Q4 24 | $-10.4M | $57.9M | ||
| Q3 24 | $25.6M | $54.2M | ||
| Q2 24 | $23.5M | $61.4M | ||
| Q1 24 | $33.7M | — |
毛利率BVRBC
| Q4 25 | 18.6% | 44.3% | ||
| Q3 25 | 25.1% | 44.1% | ||
| Q2 25 | 24.1% | 44.8% | ||
| Q1 25 | 22.3% | 44.2% | ||
| Q4 24 | 21.2% | 44.3% | ||
| Q3 24 | 25.0% | 43.7% | ||
| Q2 24 | 24.0% | 45.3% | ||
| Q1 24 | 22.6% | 43.1% |
营业利润率BVRBC
| Q4 25 | -1.2% | 22.3% | ||
| Q3 25 | 7.9% | 21.5% | ||
| Q2 25 | 8.1% | 23.2% | ||
| Q1 25 | 3.4% | 23.0% | ||
| Q4 24 | -0.1% | 21.7% | ||
| Q3 24 | 7.1% | 21.6% | ||
| Q2 24 | 6.6% | 24.0% | ||
| Q1 24 | 9.2% | 22.8% |
净利率BVRBC
| Q4 25 | -2.5% | 14.6% | ||
| Q3 25 | 3.9% | 13.2% | ||
| Q2 25 | 4.6% | 15.7% | ||
| Q1 25 | 1.0% | 16.6% | ||
| Q4 24 | -1.7% | 14.7% | ||
| Q3 24 | 3.5% | 13.6% | ||
| Q2 24 | 3.2% | 15.1% | ||
| Q1 24 | 5.0% | — |
每股收益（稀释后）BVRBC
| Q4 25 | $-0.26 | $2.13 | ||
| Q3 25 | $0.21 | $1.90 | ||
| Q2 25 | $0.15 | $2.17 | ||
| Q1 25 | $-0.03 | $2.33 | ||
| Q4 24 | $-0.20 | $1.82 | ||
| Q3 24 | $0.20 | $1.65 | ||
| Q2 24 | $0.10 | $1.90 | ||
| Q1 24 | $0.17 | $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 | $37.0M | $107.6M |
| 总债务越低越好 | $801.1M | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $3.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BVRBC
| Q4 25 | $37.0M | $107.6M | ||
| Q3 25 | $74.5M | $91.2M | ||
| Q2 25 | $79.1M | $132.9M | ||
| Q1 25 | $141.3M | $36.8M | ||
| Q4 24 | $98.3M | — | ||
| Q3 24 | $140.4M | — | ||
| Q2 24 | $115.9M | $76.8M | ||
| Q1 24 | $177.3M | $63.5M |
总债务BVRBC
| Q4 25 | $801.1M | $990.2M | ||
| Q3 25 | $790.2M | $1.1B | ||
| Q2 25 | $790.7M | $915.6M | ||
| Q1 25 | $798.9M | $920.1M | ||
| Q4 24 | $796.5M | — | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益BVRBC
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.3B | $2.9B | ||
| Q2 24 | $1.3B | $2.8B | ||
| Q1 24 | $1.2B | $2.8B |
总资产BVRBC
| Q4 25 | $3.3B | $5.1B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.4B | $4.8B | ||
| Q1 25 | $3.3B | $4.7B | ||
| Q4 24 | $3.3B | $4.7B | ||
| Q3 24 | $3.4B | $4.7B | ||
| Q2 24 | $3.4B | $4.7B | ||
| Q1 24 | $3.4B | $4.7B |
负债/权益比BVRBC
| Q4 25 | 0.64× | 0.30× | ||
| Q3 25 | 0.61× | 0.34× | ||
| Q2 25 | 0.62× | 0.29× | ||
| Q1 25 | 0.63× | 0.30× | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.63× | — | ||
| 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 | $36.1M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $99.1M |
| 自由现金流率自由现金流/营收 | -3.0% | 21.5% |
| 资本支出强度资本支出/营收 | 8.9% | 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 | $17.2M | — |
8季度趋势，按日历期对齐
经营现金流BVRBC
| Q4 25 | $36.1M | $122.1M | ||
| Q3 25 | $84.4M | $88.4M | ||
| Q2 25 | $55.7M | $120.0M | ||
| Q1 25 | $91.2M | — | ||
| Q4 24 | $60.5M | $84.0M | ||
| Q3 24 | $53.5M | — | ||
| Q2 24 | $42.6M | $97.4M | ||
| Q1 24 | $83.3M | — |
自由现金流BVRBC
| Q4 25 | $-18.6M | $99.1M | ||
| Q3 25 | $26.0M | $71.7M | ||
| Q2 25 | $-47.8M | $104.3M | ||
| Q1 25 | $57.6M | — | ||
| Q4 24 | $1.8M | $73.6M | ||
| Q3 24 | $21.1M | — | ||
| Q2 24 | $19.3M | $88.4M | ||
| Q1 24 | $70.7M | — |
自由现金流率BVRBC
| Q4 25 | -3.0% | 21.5% | ||
| Q3 25 | 3.7% | 15.7% | ||
| Q2 25 | -6.7% | 23.9% | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | 0.3% | 18.7% | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.6% | 21.8% | ||
| Q1 24 | 10.5% | — |
资本支出强度BVRBC
| Q4 25 | 8.9% | 5.0% | ||
| Q3 25 | 8.3% | 3.7% | ||
| Q2 25 | 14.6% | 3.6% | ||
| Q1 25 | 5.1% | 3.2% | ||
| Q4 24 | 9.8% | 2.6% | ||
| Q3 24 | 4.4% | 4.1% | ||
| Q2 24 | 3.2% | 2.2% | ||
| Q1 24 | 1.9% | — |
现金转化率BVRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 3.05× | 1.47× | ||
| Q2 25 | 1.72× | 1.75× | ||
| Q1 25 | 14.25× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 2.09× | — | ||
| Q2 24 | 1.81× | 1.59× | ||
| Q1 24 | 2.47× | — |
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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
