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COUSINS PROPERTIES INC（CUZ）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
RBC Bearings INC的季度营收约是COUSINS PROPERTIES INC的1.8倍（$461.6M vs $255.0M），RBC Bearings INC净利率更高（14.6% vs -1.4%，领先16.0%），RBC Bearings INC同比增速更快（17.0% vs 13.2%），COUSINS PROPERTIES INC自由现金流更多（$135.0M vs $99.1M），过去两年COUSINS PROPERTIES INC的营收复合增速更高（10.4% vs 5.6%）
Cousins Properties是一家公开上市的房地产投资信托（REIT），专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目，包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs RBC — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $255.0M | $461.6M |
| 净利润 | $-3.5M | $67.4M |
| 毛利率 | 67.4% | 44.3% |
| 营业利润率 | 67.5% | 22.3% |
| 净利率 | -1.4% | 14.6% |
| 营收同比 | 13.2% | 17.0% |
| 净利润同比 | -125.4% | 16.4% |
| 每股收益（稀释后） | $-0.02 | $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
| Q4 25 | $255.0M | $461.6M | ||
| Q3 25 | $248.3M | $455.3M | ||
| Q2 25 | $240.1M | $436.0M | ||
| Q1 25 | $250.3M | $437.7M | ||
| Q4 24 | $225.3M | $394.4M | ||
| Q3 24 | $209.2M | $397.9M | ||
| Q2 24 | $213.0M | $406.3M | ||
| Q1 24 | $209.2M | $413.7M |
| Q4 25 | $-3.5M | $67.4M | ||
| Q3 25 | $8.6M | $60.0M | ||
| Q2 25 | $14.5M | $68.5M | ||
| Q1 25 | $20.9M | $72.7M | ||
| Q4 24 | $13.6M | $57.9M | ||
| Q3 24 | $11.2M | $54.2M | ||
| Q2 24 | $7.8M | $61.4M | ||
| Q1 24 | $13.3M | — |
| Q4 25 | 67.4% | 44.3% | ||
| Q3 25 | 67.8% | 44.1% | ||
| Q2 25 | 69.1% | 44.8% | ||
| Q1 25 | 69.2% | 44.2% | ||
| Q4 24 | 67.6% | 44.3% | ||
| Q3 24 | 68.5% | 43.7% | ||
| Q2 24 | 66.8% | 45.3% | ||
| Q1 24 | 66.0% | 43.1% |
| Q4 25 | 67.5% | 22.3% | ||
| Q3 25 | 68.1% | 21.5% | ||
| Q2 25 | 69.4% | 23.2% | ||
| Q1 25 | 66.0% | 23.0% | ||
| Q4 24 | 65.8% | 21.7% | ||
| Q3 24 | 67.9% | 21.6% | ||
| Q2 24 | 66.4% | 24.0% | ||
| Q1 24 | 66.3% | 22.8% |
| Q4 25 | -1.4% | 14.6% | ||
| Q3 25 | 3.5% | 13.2% | ||
| Q2 25 | 6.0% | 15.7% | ||
| Q1 25 | 8.3% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 5.4% | 13.6% | ||
| Q2 24 | 3.7% | 15.1% | ||
| Q1 24 | 6.4% | — |
| Q4 25 | $-0.02 | $2.13 | ||
| Q3 25 | $0.05 | $1.90 | ||
| Q2 25 | $0.09 | $2.17 | ||
| Q1 25 | $0.12 | $2.33 | ||
| Q4 24 | $0.09 | $1.82 | ||
| Q3 24 | $0.07 | $1.65 | ||
| Q2 24 | $0.05 | $1.90 | ||
| Q1 24 | $0.09 | $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 | $5.7M | $107.6M |
| 总债务越低越好 | $3.3B | $990.2M |
| 股东权益账面价值 | $4.7B | $3.3B |
| 总资产 | $8.9B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.71× | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | $5.7M | $107.6M | ||
| Q3 25 | $4.7M | $91.2M | ||
| Q2 25 | $416.8M | $132.9M | ||
| Q1 25 | $5.3M | $36.8M | ||
| Q4 24 | $7.3M | — | ||
| Q3 24 | $76.1M | — | ||
| Q2 24 | $6.0M | $76.8M | ||
| Q1 24 | $5.5M | $63.5M |
| Q4 25 | $3.3B | $990.2M | ||
| Q3 25 | $3.3B | $1.1B | ||
| Q2 25 | $3.5B | $915.6M | ||
| Q1 25 | $3.0B | $920.1M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.6B | $1.2B |
| Q4 25 | $4.7B | $3.3B | ||
| Q3 25 | $4.7B | $3.2B | ||
| Q2 25 | $4.8B | $3.1B | ||
| Q1 25 | $4.8B | $3.0B | ||
| Q4 24 | $4.8B | $2.9B | ||
| Q3 24 | $4.4B | $2.9B | ||
| Q2 24 | $4.5B | $2.8B | ||
| Q1 24 | $4.5B | $2.8B |
| Q4 25 | $8.9B | $5.1B | ||
| Q3 25 | $8.9B | $5.1B | ||
| Q2 25 | $9.1B | $4.8B | ||
| Q1 25 | $8.7B | $4.7B | ||
| Q4 24 | $8.8B | $4.7B | ||
| Q3 24 | $7.8B | $4.7B | ||
| Q2 24 | $7.7B | $4.7B | ||
| Q1 24 | $7.7B | $4.7B |
| Q4 25 | 0.71× | 0.30× | ||
| Q3 25 | 0.70× | 0.34× | ||
| Q2 25 | 0.73× | 0.29× | ||
| Q1 25 | 0.63× | 0.30× | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.57× | 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 | $402.3M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 53.0% | 21.5% |
| 资本支出强度资本支出/营收 | 104.8% | 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 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $402.3M | $122.1M | ||
| Q3 25 | $120.5M | $88.4M | ||
| Q2 25 | $122.6M | $120.0M | ||
| Q1 25 | $44.8M | — | ||
| Q4 24 | $400.2M | $84.0M | ||
| Q3 24 | $117.4M | — | ||
| Q2 24 | $125.5M | $97.4M | ||
| Q1 24 | $28.3M | — |
| Q4 25 | $135.0M | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | $147.5M | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
| Q4 25 | 53.0% | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.5% | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
| Q4 25 | 104.8% | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 112.2% | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | 14.03× | 1.47× | ||
| Q2 25 | 8.46× | 1.75× | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 29.35× | 1.45× | ||
| Q3 24 | 10.48× | — | ||
| Q2 24 | 16.01× | 1.59× | ||
| Q1 24 | 2.13× | — |
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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
