vs
多邻国（DUOL）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的季度营收约是多邻国的1.6倍（$461.6M vs $282.9M），多邻国净利率更高（14.8% vs 14.6%，领先0.2%），多邻国同比增速更快（35.0% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $96.6M），过去两年多邻国的营收复合增速更高（29.9% vs 5.6%）
多邻国是全球知名教育科技企业，提供覆盖40余种语言的免费及付费游戏化自适应学习课程，同时推出官方语言能力认证、数学学习、扫盲教育等服务，面向个人用户、教育机构及企业客户提供多元学习解决方案。
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。
DUOL vs RBC — 直观对比
营收规模更大
RBC
是对方的1.6倍
$282.9M
营收增速更快
DUOL
高出17.9%
17.0%
净利率更高
DUOL
高出0.2%
14.6%
自由现金流更多
RBC
多$2.5M
$96.6M
两年增速更快
DUOL
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $282.9M | $461.6M |
| 净利润 | $42.0M | $67.4M |
| 毛利率 | 72.8% | 44.3% |
| 营业利润率 | 15.4% | 22.3% |
| 净利率 | 14.8% | 14.6% |
| 营收同比 | 35.0% | 17.0% |
| 净利润同比 | 201.7% | 16.4% |
| 每股收益（稀释后） | $0.99 | $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DUOLRBC
| Q4 25 | $282.9M | $461.6M | ||
| Q3 25 | $271.7M | $455.3M | ||
| Q2 25 | $252.3M | $436.0M | ||
| Q1 25 | $230.7M | $437.7M | ||
| Q4 24 | $209.6M | $394.4M | ||
| Q3 24 | $192.6M | $397.9M | ||
| Q2 24 | $178.3M | $406.3M | ||
| Q1 24 | $167.6M | $413.7M |
净利润DUOLRBC
| Q4 25 | $42.0M | $67.4M | ||
| Q3 25 | $292.2M | $60.0M | ||
| Q2 25 | $44.8M | $68.5M | ||
| Q1 25 | $35.1M | $72.7M | ||
| Q4 24 | $13.9M | $57.9M | ||
| Q3 24 | $23.4M | $54.2M | ||
| Q2 24 | $24.4M | $61.4M | ||
| Q1 24 | $27.0M | — |
毛利率DUOLRBC
| Q4 25 | 72.8% | 44.3% | ||
| Q3 25 | 72.5% | 44.1% | ||
| Q2 25 | 72.4% | 44.8% | ||
| Q1 25 | 71.1% | 44.2% | ||
| Q4 24 | 71.9% | 44.3% | ||
| Q3 24 | 72.9% | 43.7% | ||
| Q2 24 | 73.4% | 45.3% | ||
| Q1 24 | 73.0% | 43.1% |
营业利润率DUOLRBC
| Q4 25 | 15.4% | 22.3% | ||
| Q3 25 | 12.9% | 21.5% | ||
| Q2 25 | 13.2% | 23.2% | ||
| Q1 25 | 10.2% | 23.0% | ||
| Q4 24 | 6.6% | 21.7% | ||
| Q3 24 | 7.0% | 21.6% | ||
| Q2 24 | 10.5% | 24.0% | ||
| Q1 24 | 9.8% | 22.8% |
净利率DUOLRBC
| Q4 25 | 14.8% | 14.6% | ||
| Q3 25 | 107.5% | 13.2% | ||
| Q2 25 | 17.8% | 15.7% | ||
| Q1 25 | 15.2% | 16.6% | ||
| Q4 24 | 6.6% | 14.7% | ||
| Q3 24 | 12.1% | 13.6% | ||
| Q2 24 | 13.7% | 15.1% | ||
| Q1 24 | 16.1% | — |
每股收益（稀释后）DUOLRBC
| Q4 25 | $0.99 | $2.13 | ||
| Q3 25 | $5.95 | $1.90 | ||
| Q2 25 | $0.91 | $2.17 | ||
| Q1 25 | $0.72 | $2.33 | ||
| Q4 24 | $0.31 | $1.82 | ||
| Q3 24 | $0.49 | $1.65 | ||
| Q2 24 | $0.51 | $1.90 | ||
| Q1 24 | $0.57 | $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 | $1.0B | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $2.0B | $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DUOLRBC
| Q4 25 | $1.0B | $107.6M | ||
| Q3 25 | $1.0B | $91.2M | ||
| Q2 25 | $976.2M | $132.9M | ||
| Q1 25 | $884.0M | $36.8M | ||
| Q4 24 | $785.8M | — | ||
| Q3 24 | $854.4M | — | ||
| Q2 24 | $888.2M | $76.8M | ||
| Q1 24 | $829.7M | $63.5M |
总债务DUOLRBC
| 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DUOLRBC
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $977.0M | $3.1B | ||
| Q1 25 | $893.8M | $3.0B | ||
| Q4 24 | $824.5M | $2.9B | ||
| Q3 24 | $822.5M | $2.9B | ||
| Q2 24 | $766.9M | $2.8B | ||
| Q1 24 | $711.1M | $2.8B |
总资产DUOLRBC
| Q4 25 | $2.0B | $5.1B | ||
| Q3 25 | $1.9B | $5.1B | ||
| Q2 25 | $1.5B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.3B | $4.7B | ||
| Q3 24 | $1.2B | $4.7B | ||
| Q2 24 | $1.1B | $4.7B | ||
| Q1 24 | $1.1B | $4.7B |
负债/权益比DUOLRBC
| 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 | $107.3M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $96.6M | $99.1M |
| 自由现金流率自由现金流/营收 | 34.1% | 21.5% |
| 资本支出强度资本支出/营收 | 3.8% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.56× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $369.7M | — |
8季度趋势，按日历期对齐
经营现金流DUOLRBC
| Q4 25 | $107.3M | $122.1M | ||
| Q3 25 | $84.2M | $88.4M | ||
| Q2 25 | $90.7M | $120.0M | ||
| Q1 25 | $105.6M | — | ||
| Q4 24 | $83.3M | $84.0M | ||
| Q3 24 | $56.3M | — | ||
| Q2 24 | $62.4M | $97.4M | ||
| Q1 24 | $83.5M | — |
自由现金流DUOLRBC
| Q4 25 | $96.6M | $99.1M | ||
| Q3 25 | $79.4M | $71.7M | ||
| Q2 25 | $89.5M | $104.3M | ||
| Q1 25 | $104.3M | — | ||
| Q4 24 | $81.4M | $73.6M | ||
| Q3 24 | $53.1M | — | ||
| Q2 24 | $56.8M | $88.4M | ||
| Q1 24 | $82.1M | — |
自由现金流率DUOLRBC
| Q4 25 | 34.1% | 21.5% | ||
| Q3 25 | 29.2% | 15.7% | ||
| Q2 25 | 35.5% | 23.9% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 38.8% | 18.7% | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 31.9% | 21.8% | ||
| Q1 24 | 49.0% | — |
资本支出强度DUOLRBC
| Q4 25 | 3.8% | 5.0% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 0.5% | 3.6% | ||
| Q1 25 | 0.6% | 3.2% | ||
| Q4 24 | 0.9% | 2.6% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 3.1% | 2.2% | ||
| Q1 24 | 0.8% | — |
现金转化率DUOLRBC
| Q4 25 | 2.56× | 1.81× | ||
| Q3 25 | 0.29× | 1.47× | ||
| Q2 25 | 2.02× | 1.75× | ||
| Q1 25 | 3.01× | — | ||
| Q4 24 | 5.99× | 1.45× | ||
| Q3 24 | 2.41× | — | ||
| Q2 24 | 2.56× | 1.59× | ||
| Q1 24 | 3.10× | — |
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
DUOL
| License And Service | $242.3M | 86% |
| Advertising | $20.2M | 7% |
| English Test | $10.3M | 4% |
| Other | $10.1M | 4% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
