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卡彭特科技（CRS）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
卡彭特科技的季度营收约是RBC Bearings INC的1.6倍（$728.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 14.5%，领先0.1%），RBC Bearings INC同比增速更快（17.0% vs 7.5%），RBC Bearings INC自由现金流更多（$99.1M vs $85.9M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 3.1%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RBC — 直观对比
营收规模更大
CRS
是对方的1.6倍
$461.6M
营收增速更快
RBC
高出9.5%
7.5%
净利率更高
RBC
高出0.1%
14.5%
自由现金流更多
RBC
多$13.2M
$85.9M
两年增速更快
RBC
近两年复合增速
3.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $728.0M | $461.6M |
| 净利润 | $105.3M | $67.4M |
| 毛利率 | 30.0% | 44.3% |
| 营业利润率 | 21.3% | 22.3% |
| 净利率 | 14.5% | 14.6% |
| 营收同比 | 7.5% | 17.0% |
| 净利润同比 | 25.2% | 16.4% |
| 每股收益（稀释后） | $2.09 | $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CRSRBC
| Q4 25 | $728.0M | $461.6M | ||
| Q3 25 | $733.7M | $455.3M | ||
| Q2 25 | $755.6M | $436.0M | ||
| Q1 25 | $727.0M | $437.7M | ||
| Q4 24 | $676.9M | $394.4M | ||
| Q3 24 | $717.6M | $397.9M | ||
| Q2 24 | $798.7M | $406.3M | ||
| Q1 24 | $684.9M | $413.7M |
净利润CRSRBC
| Q4 25 | $105.3M | $67.4M | ||
| Q3 25 | $122.5M | $60.0M | ||
| Q2 25 | $111.7M | $68.5M | ||
| Q1 25 | $95.4M | $72.7M | ||
| Q4 24 | $84.1M | $57.9M | ||
| Q3 24 | $84.8M | $54.2M | ||
| Q2 24 | $93.6M | $61.4M | ||
| Q1 24 | $6.3M | — |
毛利率CRSRBC
| Q4 25 | 30.0% | 44.3% | ||
| Q3 25 | 29.5% | 44.1% | ||
| Q2 25 | 28.3% | 44.8% | ||
| Q1 25 | 27.6% | 44.2% | ||
| Q4 24 | 26.2% | 44.3% | ||
| Q3 24 | 24.6% | 43.7% | ||
| Q2 24 | 23.9% | 45.3% | ||
| Q1 24 | 21.5% | 43.1% |
营业利润率CRSRBC
| Q4 25 | 21.3% | 22.3% | ||
| Q3 25 | 20.9% | 21.5% | ||
| Q2 25 | 20.1% | 23.2% | ||
| Q1 25 | 19.0% | 23.0% | ||
| Q4 24 | 17.6% | 21.7% | ||
| Q3 24 | 15.8% | 21.6% | ||
| Q2 24 | 13.6% | 24.0% | ||
| Q1 24 | 11.1% | 22.8% |
净利率CRSRBC
| Q4 25 | 14.5% | 14.6% | ||
| Q3 25 | 16.7% | 13.2% | ||
| Q2 25 | 14.8% | 15.7% | ||
| Q1 25 | 13.1% | 16.6% | ||
| Q4 24 | 12.4% | 14.7% | ||
| Q3 24 | 11.8% | 13.6% | ||
| Q2 24 | 11.7% | 15.1% | ||
| Q1 24 | 0.9% | — |
每股收益（稀释后）CRSRBC
| Q4 25 | $2.09 | $2.13 | ||
| Q3 25 | $2.43 | $1.90 | ||
| Q2 25 | $2.21 | $2.17 | ||
| Q1 25 | $1.88 | $2.33 | ||
| Q4 24 | $1.66 | $1.82 | ||
| Q3 24 | $1.67 | $1.65 | ||
| Q2 24 | $1.85 | $1.90 | ||
| Q1 24 | $0.12 | $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 | $231.9M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.0B | $3.3B |
| 总资产 | $3.5B | $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CRSRBC
| Q4 25 | $231.9M | $107.6M | ||
| Q3 25 | $208.0M | $91.2M | ||
| Q2 25 | $315.5M | $132.9M | ||
| Q1 25 | $151.5M | $36.8M | ||
| Q4 24 | $162.1M | — | ||
| Q3 24 | $150.2M | — | ||
| Q2 24 | $199.1M | $76.8M | ||
| Q1 24 | $53.5M | $63.5M |
总债务CRSRBC
| 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CRSRBC
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.1B | ||
| Q1 25 | $1.8B | $3.0B | ||
| Q4 24 | $1.7B | $2.9B | ||
| Q3 24 | $1.7B | $2.9B | ||
| Q2 24 | $1.6B | $2.8B | ||
| Q1 24 | $1.5B | $2.8B |
总资产CRSRBC
| Q4 25 | $3.5B | $5.1B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.5B | $4.8B | ||
| Q1 25 | $3.4B | $4.7B | ||
| Q4 24 | $3.3B | $4.7B | ||
| Q3 24 | $3.3B | $4.7B | ||
| Q2 24 | $3.3B | $4.7B | ||
| Q1 24 | $3.2B | $4.7B |
负债/权益比CRSRBC
| 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 | $132.2M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $85.9M | $99.1M |
| 自由现金流率自由现金流/营收 | 11.8% | 21.5% |
| 资本支出强度资本支出/营收 | 6.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.26× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $316.7M | — |
8季度趋势，按日历期对齐
经营现金流CRSRBC
| Q4 25 | $132.2M | $122.1M | ||
| Q3 25 | $39.2M | $88.4M | ||
| Q2 25 | $258.1M | $120.0M | ||
| Q1 25 | $74.2M | — | ||
| Q4 24 | $67.9M | $84.0M | ||
| Q3 24 | $40.2M | — | ||
| Q2 24 | $169.5M | $97.4M | ||
| Q1 24 | $83.5M | — |
自由现金流CRSRBC
| Q4 25 | $85.9M | $99.1M | ||
| Q3 25 | $-3.4M | $71.7M | ||
| Q2 25 | $200.2M | $104.3M | ||
| Q1 25 | $34.0M | — | ||
| Q4 24 | $38.6M | $73.6M | ||
| Q3 24 | $13.3M | — | ||
| Q2 24 | $141.8M | $88.4M | ||
| Q1 24 | $61.9M | — |
自由现金流率CRSRBC
| Q4 25 | 11.8% | 21.5% | ||
| Q3 25 | -0.5% | 15.7% | ||
| Q2 25 | 26.5% | 23.9% | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.7% | 18.7% | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 17.8% | 21.8% | ||
| Q1 24 | 9.0% | — |
资本支出强度CRSRBC
| Q4 25 | 6.4% | 5.0% | ||
| Q3 25 | 5.8% | 3.7% | ||
| Q2 25 | 7.7% | 3.6% | ||
| Q1 25 | 5.5% | 3.2% | ||
| Q4 24 | 4.3% | 2.6% | ||
| Q3 24 | 3.7% | 4.1% | ||
| Q2 24 | 3.5% | 2.2% | ||
| Q1 24 | 3.2% | — |
现金转化率CRSRBC
| Q4 25 | 1.26× | 1.81× | ||
| Q3 25 | 0.32× | 1.47× | ||
| Q2 25 | 2.31× | 1.75× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.81× | 1.45× | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 1.81× | 1.59× | ||
| Q1 24 | 13.25× | — |
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
CRS
| Aerospace And Defense Markets | $448.8M | 62% |
| Industrial And Consumer Markets | $88.4M | 12% |
| Performance Engineered Products Segment | $83.2M | 11% |
| Medical Market | $54.7M | 8% |
| Energy Market | $48.5M | 7% |
| Transportation Market | $21.2M | 3% |
| Distribution Market | $17.2M | 2% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
