vs
Dynatrace, Inc.（DT）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
Dynatrace, Inc.的季度营收约是RBC Bearings INC的1.1倍（$515.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 7.8%，领先6.8%），Dynatrace, Inc.同比增速更快（18.2% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $27.2M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs 5.6%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
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。
DT vs RBC — 直观对比
营收规模更大
DT
是对方的1.1倍
$461.6M
营收增速更快
DT
高出1.1%
17.0%
净利率更高
RBC
高出6.8%
7.8%
自由现金流更多
RBC
多$71.9M
$27.2M
两年增速更快
DT
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $461.6M |
| 净利润 | $40.1M | $67.4M |
| 毛利率 | 81.4% | 44.3% |
| 营业利润率 | 14.1% | 22.3% |
| 净利率 | 7.8% | 14.6% |
| 营收同比 | 18.2% | 17.0% |
| 净利润同比 | -88.9% | 16.4% |
| 每股收益（稀释后） | $0.13 | $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DTRBC
| Q4 25 | $515.5M | $461.6M | ||
| Q3 25 | $493.8M | $455.3M | ||
| Q2 25 | $477.3M | $436.0M | ||
| Q1 25 | $445.2M | $437.7M | ||
| Q4 24 | $436.2M | $394.4M | ||
| Q3 24 | $418.1M | $397.9M | ||
| Q2 24 | $399.2M | $406.3M | ||
| Q1 24 | $380.8M | $413.7M |
净利润DTRBC
| Q4 25 | $40.1M | $67.4M | ||
| Q3 25 | $57.2M | $60.0M | ||
| Q2 25 | $48.0M | $68.5M | ||
| Q1 25 | $39.3M | $72.7M | ||
| Q4 24 | $361.8M | $57.9M | ||
| Q3 24 | $44.0M | $54.2M | ||
| Q2 24 | $38.6M | $61.4M | ||
| Q1 24 | $37.9M | — |
毛利率DTRBC
| Q4 25 | 81.4% | 44.3% | ||
| Q3 25 | 81.8% | 44.1% | ||
| Q2 25 | 82.1% | 44.8% | ||
| Q1 25 | 80.9% | 44.2% | ||
| Q4 24 | 81.1% | 44.3% | ||
| Q3 24 | 81.4% | 43.7% | ||
| Q2 24 | 81.3% | 45.3% | ||
| Q1 24 | 81.1% | 43.1% |
营业利润率DTRBC
| Q4 25 | 14.1% | 22.3% | ||
| Q3 25 | 14.8% | 21.5% | ||
| Q2 25 | 13.1% | 23.2% | ||
| Q1 25 | 9.6% | 23.0% | ||
| Q4 24 | 10.9% | 21.7% | ||
| Q3 24 | 11.2% | 21.6% | ||
| Q2 24 | 10.5% | 24.0% | ||
| Q1 24 | 6.1% | 22.8% |
净利率DTRBC
| Q4 25 | 7.8% | 14.6% | ||
| Q3 25 | 11.6% | 13.2% | ||
| Q2 25 | 10.0% | 15.7% | ||
| Q1 25 | 8.8% | 16.6% | ||
| Q4 24 | 82.9% | 14.7% | ||
| Q3 24 | 10.5% | 13.6% | ||
| Q2 24 | 9.7% | 15.1% | ||
| Q1 24 | 10.0% | — |
每股收益（稀释后）DTRBC
| Q4 25 | $0.13 | $2.13 | ||
| Q3 25 | $0.19 | $1.90 | ||
| Q2 25 | $0.16 | $2.17 | ||
| Q1 25 | $0.12 | $2.33 | ||
| Q4 24 | $1.19 | $1.82 | ||
| Q3 24 | $0.15 | $1.65 | ||
| Q2 24 | $0.13 | $1.90 | ||
| Q1 24 | $0.13 | $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 | $1.2B | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.7B | $3.3B |
| 总资产 | $4.1B | $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DTRBC
| Q4 25 | $1.2B | $107.6M | ||
| Q3 25 | $1.3B | $91.2M | ||
| Q2 25 | $1.3B | $132.9M | ||
| Q1 25 | $1.1B | $36.8M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | $76.8M | ||
| Q1 24 | $836.9M | $63.5M |
总债务DTRBC
| 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DTRBC
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.8B | $3.2B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.1B | $2.8B | ||
| Q1 24 | $2.0B | $2.8B |
总资产DTRBC
| Q4 25 | $4.1B | $5.1B | ||
| Q3 25 | $4.1B | $5.1B | ||
| Q2 25 | $4.1B | $4.8B | ||
| Q1 25 | $4.1B | $4.7B | ||
| Q4 24 | $3.7B | $4.7B | ||
| Q3 24 | $3.3B | $4.7B | ||
| Q2 24 | $3.3B | $4.7B | ||
| Q1 24 | $3.4B | $4.7B |
负债/权益比DTRBC
| 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 | $33.8M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $99.1M |
| 自由现金流率自由现金流/营收 | 5.3% | 21.5% |
| 资本支出强度资本支出/营收 | 1.3% | 5.0% |
| 现金转化率经营现金流/净利润 | 0.84× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $465.5M | — |
8季度趋势，按日历期对齐
经营现金流DTRBC
| Q4 25 | $33.8M | $122.1M | ||
| Q3 25 | $32.0M | $88.4M | ||
| Q2 25 | $269.7M | $120.0M | ||
| Q1 25 | $162.8M | — | ||
| Q4 24 | $42.2M | $84.0M | ||
| Q3 24 | $23.6M | — | ||
| Q2 24 | $230.7M | $97.4M | ||
| Q1 24 | $131.7M | — |
自由现金流DTRBC
| Q4 25 | $27.2M | $99.1M | ||
| Q3 25 | $27.8M | $71.7M | ||
| Q2 25 | $262.2M | $104.3M | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $37.6M | $73.6M | ||
| Q3 24 | $20.1M | — | ||
| Q2 24 | $227.4M | $88.4M | ||
| Q1 24 | $121.9M | — |
自由现金流率DTRBC
| Q4 25 | 5.3% | 21.5% | ||
| Q3 25 | 5.6% | 15.7% | ||
| Q2 25 | 54.9% | 23.9% | ||
| Q1 25 | 33.3% | — | ||
| Q4 24 | 8.6% | 18.7% | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 57.0% | 21.8% | ||
| Q1 24 | 32.0% | — |
资本支出强度DTRBC
| Q4 25 | 1.3% | 5.0% | ||
| Q3 25 | 0.8% | 3.7% | ||
| Q2 25 | 1.6% | 3.6% | ||
| Q1 25 | 3.3% | 3.2% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 0.8% | 4.1% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 2.6% | — |
现金转化率DTRBC
| Q4 25 | 0.84× | 1.81× | ||
| Q3 25 | 0.56× | 1.47× | ||
| Q2 25 | 5.62× | 1.75× | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 0.12× | 1.45× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | 1.59× | ||
| Q1 24 | 3.47× | — |
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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
