vs
FIRST ADVANTAGE CORP（FA）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FIRST ADVANTAGE CORP的1.1倍（$461.6M vs $420.0M），RBC Bearings INC净利率更高（14.6% vs 0.8%，领先13.8%），FIRST ADVANTAGE CORP同比增速更快（36.8% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $62.2M），过去两年FIRST ADVANTAGE CORP的营收复合增速更高（57.5% vs 5.6%）
First Advantage是全球领先的劳动力筛查与背景验证服务提供商，服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户，助力企业管控雇佣风险、满足合规要求，打造安全可信的工作环境。
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。
FA vs RBC — 直观对比
营收规模更大
RBC
是对方的1.1倍
$420.0M
营收增速更快
FA
高出19.7%
17.0%
净利率更高
RBC
高出13.8%
0.8%
自由现金流更多
RBC
多$36.9M
$62.2M
两年增速更快
FA
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $461.6M |
| 净利润 | $3.5M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 10.7% | 22.3% |
| 净利率 | 0.8% | 14.6% |
| 营收同比 | 36.8% | 17.0% |
| 净利润同比 | 103.5% | 16.4% |
| 每股收益（稀释后） | $0.03 | $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FARBC
| Q4 25 | $420.0M | $461.6M | ||
| Q3 25 | $409.2M | $455.3M | ||
| Q2 25 | $390.6M | $436.0M | ||
| Q1 25 | $354.6M | $437.7M | ||
| Q4 24 | $307.1M | $394.4M | ||
| Q3 24 | $199.1M | $397.9M | ||
| Q2 24 | $184.5M | $406.3M | ||
| Q1 24 | $169.4M | $413.7M |
净利润FARBC
| Q4 25 | $3.5M | $67.4M | ||
| Q3 25 | $2.6M | $60.0M | ||
| Q2 25 | $308.0K | $68.5M | ||
| Q1 25 | $-41.2M | $72.7M | ||
| Q4 24 | $-100.4M | $57.9M | ||
| Q3 24 | $-8.9M | $54.2M | ||
| Q2 24 | $1.9M | $61.4M | ||
| Q1 24 | $-2.9M | — |
毛利率FARBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率FARBC
| Q4 25 | 10.7% | 22.3% | ||
| Q3 25 | 10.3% | 21.5% | ||
| Q2 25 | 9.7% | 23.2% | ||
| Q1 25 | 2.1% | 23.0% | ||
| Q4 24 | -26.3% | 21.7% | ||
| Q3 24 | 4.6% | 21.6% | ||
| Q2 24 | 5.4% | 24.0% | ||
| Q1 24 | -0.4% | 22.8% |
净利率FARBC
| Q4 25 | 0.8% | 14.6% | ||
| Q3 25 | 0.6% | 13.2% | ||
| Q2 25 | 0.1% | 15.7% | ||
| Q1 25 | -11.6% | 16.6% | ||
| Q4 24 | -32.7% | 14.7% | ||
| Q3 24 | -4.4% | 13.6% | ||
| Q2 24 | 1.0% | 15.1% | ||
| Q1 24 | -1.7% | — |
每股收益（稀释后）FARBC
| Q4 25 | $0.03 | $2.13 | ||
| Q3 25 | $0.01 | $1.90 | ||
| Q2 25 | $0.00 | $2.17 | ||
| Q1 25 | $-0.24 | $2.33 | ||
| Q4 24 | $-0.67 | $1.82 | ||
| Q3 24 | $-0.06 | $1.65 | ||
| Q2 24 | $0.01 | $1.90 | ||
| Q1 24 | $-0.02 | $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 | $240.0M | $107.6M |
| 总债务越低越好 | $2.1B | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $3.8B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.61× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资FARBC
| Q4 25 | $240.0M | $107.6M | ||
| Q3 25 | $216.8M | $91.2M | ||
| Q2 25 | $184.3M | $132.9M | ||
| Q1 25 | $172.0M | $36.8M | ||
| Q4 24 | $168.7M | — | ||
| Q3 24 | $307.4M | — | ||
| Q2 24 | $269.6M | $76.8M | ||
| Q1 24 | $246.0M | $63.5M |
总债务FARBC
| Q4 25 | $2.1B | $990.2M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $915.6M | ||
| Q1 25 | $2.2B | $920.1M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益FARBC
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $920.7M | $2.9B | ||
| Q2 24 | $913.3M | $2.8B | ||
| Q1 24 | $907.7M | $2.8B |
总资产FARBC
| Q4 25 | $3.8B | $5.1B | ||
| Q3 25 | $3.9B | $5.1B | ||
| Q2 25 | $3.9B | $4.8B | ||
| Q1 25 | $3.9B | $4.7B | ||
| Q4 24 | $3.9B | $4.7B | ||
| Q3 24 | $1.7B | $4.7B | ||
| Q2 24 | $1.6B | $4.7B | ||
| Q1 24 | $1.6B | $4.7B |
负债/权益比FARBC
| Q4 25 | 1.61× | 0.30× | ||
| Q3 25 | 1.64× | 0.34× | ||
| Q2 25 | 1.65× | 0.29× | ||
| Q1 25 | 1.69× | 0.30× | ||
| Q4 24 | 1.66× | — | ||
| 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 | $65.9M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $62.2M | $99.1M |
| 自由现金流率自由现金流/营收 | 14.8% | 21.5% |
| 资本支出强度资本支出/营收 | 0.9% | 5.0% |
| 现金转化率经营现金流/净利润 | 19.01× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $188.5M | — |
8季度趋势，按日历期对齐
经营现金流FARBC
| Q4 25 | $65.9M | $122.1M | ||
| Q3 25 | $72.4M | $88.4M | ||
| Q2 25 | $37.3M | $120.0M | ||
| Q1 25 | $19.5M | — | ||
| Q4 24 | $-85.7M | $84.0M | ||
| Q3 24 | $43.5M | — | ||
| Q2 24 | $32.0M | $97.4M | ||
| Q1 24 | $38.3M | — |
自由现金流FARBC
| Q4 25 | $62.2M | $99.1M | ||
| Q3 25 | $71.2M | $71.7M | ||
| Q2 25 | $36.1M | $104.3M | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | $-86.0M | $73.6M | ||
| Q3 24 | $43.1M | — | ||
| Q2 24 | $31.4M | $88.4M | ||
| Q1 24 | $38.0M | — |
自由现金流率FARBC
| Q4 25 | 14.8% | 21.5% | ||
| Q3 25 | 17.4% | 15.7% | ||
| Q2 25 | 9.2% | 23.9% | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | -28.0% | 18.7% | ||
| Q3 24 | 21.6% | — | ||
| Q2 24 | 17.0% | 21.8% | ||
| Q1 24 | 22.4% | — |
资本支出强度FARBC
| Q4 25 | 0.9% | 5.0% | ||
| Q3 25 | 0.3% | 3.7% | ||
| Q2 25 | 0.3% | 3.6% | ||
| Q1 25 | 0.1% | 3.2% | ||
| Q4 24 | 0.1% | 2.6% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 0.4% | 2.2% | ||
| Q1 24 | 0.2% | — |
现金转化率FARBC
| Q4 25 | 19.01× | 1.81× | ||
| Q3 25 | 27.91× | 1.47× | ||
| Q2 25 | 121.25× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 17.22× | 1.59× | ||
| Q1 24 | — | — |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
