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科睿唯安（CLVT）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
科睿唯安的季度营收约是RBC Bearings INC的1.3倍（$585.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -6.9%，领先21.5%），RBC Bearings INC同比增速更快（17.0% vs -1.4%），RBC Bearings INC自由现金流更多（$99.1M vs $78.9M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
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。
CLVT vs RBC — 直观对比
营收规模更大
CLVT
是对方的1.3倍
$461.6M
营收增速更快
RBC
高出18.4%
-1.4%
净利率更高
RBC
高出21.5%
-6.9%
自由现金流更多
RBC
多$20.2M
$78.9M
两年增速更快
RBC
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $461.6M |
| 净利润 | $-40.2M | $67.4M |
| 毛利率 | 67.2% | 44.3% |
| 营业利润率 | 5.2% | 22.3% |
| 净利率 | -6.9% | 14.6% |
| 营收同比 | -1.4% | 17.0% |
| 净利润同比 | 61.3% | 16.4% |
| 每股收益（稀释后） | $-0.06 | $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CLVTRBC
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $461.6M | ||
| Q3 25 | $623.1M | $455.3M | ||
| Q2 25 | $621.4M | $436.0M | ||
| Q1 25 | $593.7M | $437.7M | ||
| Q4 24 | $663.0M | $394.4M | ||
| Q3 24 | $622.2M | $397.9M | ||
| Q2 24 | $650.3M | $406.3M |
净利润CLVTRBC
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $67.4M | ||
| Q3 25 | $-28.3M | $60.0M | ||
| Q2 25 | $-72.0M | $68.5M | ||
| Q1 25 | $-103.9M | $72.7M | ||
| Q4 24 | $-191.8M | $57.9M | ||
| Q3 24 | $-65.6M | $54.2M | ||
| Q2 24 | $-304.3M | $61.4M |
毛利率CLVTRBC
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 44.3% | ||
| Q3 25 | 65.0% | 44.1% | ||
| Q2 25 | 67.2% | 44.8% | ||
| Q1 25 | 65.1% | 44.2% | ||
| Q4 24 | 65.7% | 44.3% | ||
| Q3 24 | 66.2% | 43.7% | ||
| Q2 24 | 67.2% | 45.3% |
营业利润率CLVTRBC
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 22.3% | ||
| Q3 25 | 7.1% | 21.5% | ||
| Q2 25 | 1.1% | 23.2% | ||
| Q1 25 | -3.5% | 23.0% | ||
| Q4 24 | -9.4% | 21.7% | ||
| Q3 24 | 3.5% | 21.6% | ||
| Q2 24 | -36.9% | 24.0% |
净利率CLVTRBC
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 14.6% | ||
| Q3 25 | -4.5% | 13.2% | ||
| Q2 25 | -11.6% | 15.7% | ||
| Q1 25 | -17.5% | 16.6% | ||
| Q4 24 | -28.9% | 14.7% | ||
| Q3 24 | -10.5% | 13.6% | ||
| Q2 24 | -46.8% | 15.1% |
每股收益（稀释后）CLVTRBC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $2.13 | ||
| Q3 25 | $-0.04 | $1.90 | ||
| Q2 25 | $-0.11 | $2.17 | ||
| Q1 25 | $-0.15 | $2.33 | ||
| Q4 24 | $-0.27 | $1.82 | ||
| Q3 24 | $-0.09 | $1.65 | ||
| Q2 24 | $-0.46 | $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 | — | $107.6M |
| 总债务越低越好 | $4.3B | $990.2M |
| 股东权益账面价值 | $4.8B | $3.3B |
| 总资产 | $10.9B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资CLVTRBC
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $107.6M | ||
| Q3 25 | $318.7M | $91.2M | ||
| Q2 25 | $362.6M | $132.9M | ||
| Q1 25 | $354.0M | $36.8M | ||
| Q4 24 | $295.2M | — | ||
| Q3 24 | $388.5M | — | ||
| Q2 24 | $376.4M | $76.8M |
总债务CLVTRBC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $990.2M | ||
| Q3 25 | $4.4B | $1.1B | ||
| Q2 25 | $4.5B | $915.6M | ||
| Q1 25 | $4.5B | $920.1M | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益CLVTRBC
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.9B | $3.2B | ||
| Q2 25 | $5.0B | $3.1B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $5.1B | $2.9B | ||
| Q3 24 | $5.5B | $2.9B | ||
| Q2 24 | $5.6B | $2.8B |
总资产CLVTRBC
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $5.1B | ||
| Q3 25 | $11.2B | $5.1B | ||
| Q2 25 | $11.4B | $4.8B | ||
| Q1 25 | $11.5B | $4.7B | ||
| Q4 24 | $11.5B | $4.7B | ||
| Q3 24 | $12.0B | $4.7B | ||
| Q2 24 | $12.1B | $4.7B |
负债/权益比CLVTRBC
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 0.30× | ||
| Q3 25 | 0.90× | 0.34× | ||
| Q2 25 | 0.90× | 0.29× | ||
| Q1 25 | 0.90× | 0.30× | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $99.1M |
| 自由现金流率自由现金流/营收 | 13.5% | 21.5% |
| 资本支出强度资本支出/营收 | 9.5% | 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 | $333.9M | — |
8季度趋势，按日历期对齐
经营现金流CLVTRBC
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $122.1M | ||
| Q3 25 | $181.1M | $88.4M | ||
| Q2 25 | $116.3M | $120.0M | ||
| Q1 25 | $171.2M | — | ||
| Q4 24 | $141.3M | $84.0M | ||
| Q3 24 | $202.9M | — | ||
| Q2 24 | $126.2M | $97.4M |
自由现金流CLVTRBC
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $99.1M | ||
| Q3 25 | $115.5M | $71.7M | ||
| Q2 25 | $50.3M | $104.3M | ||
| Q1 25 | $110.3M | — | ||
| Q4 24 | $59.1M | $73.6M | ||
| Q3 24 | $126.3M | — | ||
| Q2 24 | $60.3M | $88.4M |
自由现金流率CLVTRBC
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 21.5% | ||
| Q3 25 | 18.5% | 15.7% | ||
| Q2 25 | 8.1% | 23.9% | ||
| Q1 25 | 18.6% | — | ||
| Q4 24 | 8.9% | 18.7% | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 9.3% | 21.8% |
资本支出强度CLVTRBC
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 5.0% | ||
| Q3 25 | 10.5% | 3.7% | ||
| Q2 25 | 10.6% | 3.6% | ||
| Q1 25 | 10.3% | 3.2% | ||
| Q4 24 | 12.4% | 2.6% | ||
| Q3 24 | 12.3% | 4.1% | ||
| Q2 24 | 10.1% | 2.2% |
现金转化率CLVTRBC
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
