vs
卡骆驰（CROX）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
卡骆驰的季度营收约是RBC Bearings INC的2.0倍（$921.5M vs $461.6M），卡骆驰净利率更高（14.9% vs 14.6%，领先0.3%），RBC Bearings INC同比增速更快（17.0% vs -1.7%），RBC Bearings INC自由现金流更多（$99.1M vs $-98.9M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -8.9%）
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
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。
CROX vs RBC — 直观对比
营收规模更大
CROX
是对方的2.0倍
$461.6M
营收增速更快
RBC
高出18.7%
-1.7%
净利率更高
CROX
高出0.3%
14.6%
自由现金流更多
RBC
多$198.0M
$-98.9M
两年增速更快
RBC
近两年复合增速
-8.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $921.5M | $461.6M |
| 净利润 | $137.6M | $67.4M |
| 毛利率 | 56.8% | 44.3% |
| 营业利润率 | 21.8% | 22.3% |
| 净利率 | 14.9% | 14.6% |
| 营收同比 | -1.7% | 17.0% |
| 净利润同比 | -14.1% | 16.4% |
| 每股收益（稀释后） | $2.71 | $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CROXRBC
| Q1 26 | $921.5M | — | ||
| Q4 25 | $957.6M | $461.6M | ||
| Q3 25 | $996.3M | $455.3M | ||
| Q2 25 | $1.1B | $436.0M | ||
| Q1 25 | $937.3M | $437.7M | ||
| Q4 24 | $989.8M | $394.4M | ||
| Q3 24 | $1.1B | $397.9M | ||
| Q2 24 | $1.1B | $406.3M |
净利润CROXRBC
| Q1 26 | $137.6M | — | ||
| Q4 25 | $105.2M | $67.4M | ||
| Q3 25 | $145.8M | $60.0M | ||
| Q2 25 | $-492.3M | $68.5M | ||
| Q1 25 | $160.1M | $72.7M | ||
| Q4 24 | $368.9M | $57.9M | ||
| Q3 24 | $199.8M | $54.2M | ||
| Q2 24 | $228.9M | $61.4M |
毛利率CROXRBC
| Q1 26 | 56.8% | — | ||
| Q4 25 | 54.7% | 44.3% | ||
| Q3 25 | 58.5% | 44.1% | ||
| Q2 25 | 61.7% | 44.8% | ||
| Q1 25 | 57.8% | 44.2% | ||
| Q4 24 | 57.9% | 44.3% | ||
| Q3 24 | 59.6% | 43.7% | ||
| Q2 24 | 61.4% | 45.3% |
营业利润率CROXRBC
| Q1 26 | 21.8% | — | ||
| Q4 25 | 15.3% | 22.3% | ||
| Q3 25 | 20.8% | 21.5% | ||
| Q2 25 | -37.2% | 23.2% | ||
| Q1 25 | 23.8% | 23.0% | ||
| Q4 24 | 20.2% | 21.7% | ||
| Q3 24 | 25.4% | 21.6% | ||
| Q2 24 | 29.3% | 24.0% |
净利率CROXRBC
| Q1 26 | 14.9% | — | ||
| Q4 25 | 11.0% | 14.6% | ||
| Q3 25 | 14.6% | 13.2% | ||
| Q2 25 | -42.8% | 15.7% | ||
| Q1 25 | 17.1% | 16.6% | ||
| Q4 24 | 37.3% | 14.7% | ||
| Q3 24 | 18.8% | 13.6% | ||
| Q2 24 | 20.6% | 15.1% |
每股收益（稀释后）CROXRBC
| Q1 26 | $2.71 | — | ||
| Q4 25 | $1.79 | $2.13 | ||
| Q3 25 | $2.70 | $1.90 | ||
| Q2 25 | $-8.82 | $2.17 | ||
| Q1 25 | $2.83 | $2.33 | ||
| Q4 24 | $6.25 | $1.82 | ||
| Q3 24 | $3.36 | $1.65 | ||
| Q2 24 | $3.77 | $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 | $130.9M | $107.6M |
| 总债务越低越好 | $1.3B | $990.2M |
| 股东权益账面价值 | $1.4B | $3.3B |
| 总资产 | $4.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.93× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资CROXRBC
| Q1 26 | $130.9M | — | ||
| Q4 25 | $130.4M | $107.6M | ||
| Q3 25 | $154.0M | $91.2M | ||
| Q2 25 | $200.6M | $132.9M | ||
| Q1 25 | $166.5M | $36.8M | ||
| Q4 24 | $180.5M | — | ||
| Q3 24 | $186.1M | — | ||
| Q2 24 | $167.7M | $76.8M |
总债务CROXRBC
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CROXRBC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.7B | $2.9B | ||
| Q2 24 | $1.7B | $2.8B |
总资产CROXRBC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.2B | $5.1B | ||
| Q3 25 | $4.3B | $5.1B | ||
| Q2 25 | $4.5B | $4.8B | ||
| Q1 25 | $5.1B | $4.7B | ||
| Q4 24 | $4.8B | $4.7B | ||
| Q3 24 | $4.7B | $4.7B | ||
| Q2 24 | $4.7B | $4.7B |
负债/权益比CROXRBC
| Q1 26 | 0.93× | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| 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 | $-98.9M | $99.1M |
| 自由现金流率自由现金流/营收 | -10.7% | 21.5% |
| 资本支出强度资本支出/营收 | — | 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 | $642.9M | — |
8季度趋势，按日历期对齐
经营现金流CROXRBC
| Q1 26 | — | — | ||
| Q4 25 | $252.5M | $122.1M | ||
| Q3 25 | $239.3M | $88.4M | ||
| Q2 25 | $285.8M | $120.0M | ||
| Q1 25 | $-67.2M | — | ||
| Q4 24 | $321.9M | $84.0M | ||
| Q3 24 | $296.9M | — | ||
| Q2 24 | $401.2M | $97.4M |
自由现金流CROXRBC
| Q1 26 | $-98.9M | — | ||
| Q4 25 | $246.4M | $99.1M | ||
| Q3 25 | $226.2M | $71.7M | ||
| Q2 25 | $269.2M | $104.3M | ||
| Q1 25 | $-82.6M | — | ||
| Q4 24 | $303.4M | $73.6M | ||
| Q3 24 | $278.8M | — | ||
| Q2 24 | $384.2M | $88.4M |
自由现金流率CROXRBC
| Q1 26 | -10.7% | — | ||
| Q4 25 | 25.7% | 21.5% | ||
| Q3 25 | 22.7% | 15.7% | ||
| Q2 25 | 23.4% | 23.9% | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | 30.7% | 18.7% | ||
| Q3 24 | 26.3% | — | ||
| Q2 24 | 34.6% | 21.8% |
资本支出强度CROXRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 5.0% | ||
| Q3 25 | 1.3% | 3.7% | ||
| Q2 25 | 1.4% | 3.6% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 1.9% | 2.6% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 1.5% | 2.2% |
现金转化率CROXRBC
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 1.81× | ||
| Q3 25 | 1.64× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | -0.42× | — | ||
| Q4 24 | 0.87× | 1.45× | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.75× | 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
CROX
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
