vs
Circle Internet Group, Inc.（CRCL）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
Circle Internet Group, Inc.的季度营收约是RBC Bearings INC的1.6倍（$739.8M vs $461.6M），Circle Internet Group, Inc.净利率更高（29.0% vs 14.6%，领先14.4%），Circle Internet Group, Inc.同比增速更快（5113.5% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $-14.7M）
Circle是2013年由杰里米·阿莱尔与肖恩·内维尔联合创立的支付科技企业，目前总部位于美国纽约，核心业务覆盖稳定币发行，推出了锚定美元的USDC、锚定欧元的EURC两款稳定币，同时还发行有代币化货币市场基金产品USYC。
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。
CRCL vs RBC — 直观对比
营收规模更大
CRCL
是对方的1.6倍
$461.6M
营收增速更快
CRCL
高出5096.5%
17.0%
净利率更高
CRCL
高出14.4%
14.6%
自由现金流更多
RBC
多$113.8M
$-14.7M
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $739.8M | $461.6M |
| 净利润 | $214.4M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 11.0% | 22.3% |
| 净利率 | 29.0% | 14.6% |
| 营收同比 | 5113.5% | 17.0% |
| 净利润同比 | 202.0% | 16.4% |
| 每股收益（稀释后） | $0.64 | $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CRCLRBC
| Q4 25 | — | $461.6M | ||
| Q3 25 | $739.8M | $455.3M | ||
| Q2 25 | $658.1M | $436.0M | ||
| Q1 25 | — | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | — | $397.9M | ||
| Q2 24 | $6.8M | $406.3M | ||
| Q1 24 | — | $413.7M |
净利润CRCLRBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | $214.4M | $60.0M | ||
| Q2 25 | $-482.1M | $68.5M | ||
| Q1 25 | — | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | — | $54.2M | ||
| Q2 24 | $32.9M | $61.4M | ||
| Q1 24 | — | — |
毛利率CRCLRBC
| 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% | ||
| Q1 24 | — | 43.1% |
营业利润率CRCLRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | 11.0% | 21.5% | ||
| Q2 25 | -49.5% | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率CRCLRBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | 29.0% | 13.2% | ||
| Q2 25 | -73.3% | 15.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 486.5% | 15.1% | ||
| Q1 24 | — | — |
每股收益（稀释后）CRCLRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | $0.64 | $1.90 | ||
| Q2 25 | $-4.48 | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | $0.00 | $1.90 | ||
| Q1 24 | — | $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 | $1.3B | $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 | $76.8B | $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CRCLRBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | $1.3B | $91.2M | ||
| Q2 25 | $1.1B | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $457.5M | $76.8M | ||
| Q1 24 | — | $63.5M |
总债务CRCLRBC
| 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CRCLRBC
| Q4 25 | — | $3.3B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $2.4B | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $460.9M | $2.8B | ||
| Q1 24 | — | $2.8B |
总资产CRCLRBC
| Q4 25 | — | $5.1B | ||
| Q3 25 | $76.8B | $5.1B | ||
| Q2 25 | $64.2B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.7B |
负债/权益比CRCLRBC
| 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 | $-10.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-14.7M | $99.1M |
| 自由现金流率自由现金流/营收 | -2.0% | 21.5% |
| 资本支出强度资本支出/营收 | 0.5% | 5.0% |
| 现金转化率经营现金流/净利润 | -0.05× | 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CRCLRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | $-10.7M | $88.4M | ||
| Q2 25 | $303.7M | $120.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | — | — |
自由现金流CRCLRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | $-14.7M | $71.7M | ||
| Q2 25 | $296.3M | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率CRCLRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | -2.0% | 15.7% | ||
| Q2 25 | 45.0% | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度CRCLRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | 0.5% | 3.7% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率CRCLRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | -0.05× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | — | — |
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
CRCL
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
