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F5, Inc.（FFIV）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
F5, Inc.的季度营收约是RBC Bearings INC的1.8倍（$811.7M vs $461.6M），F5, Inc.净利率更高（18.2% vs 14.6%，领先3.6%），RBC Bearings INC同比增速更快（17.0% vs 11.0%），过去两年F5, Inc.的营收复合增速更高（8.0% vs 5.6%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
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。
FFIV vs RBC — 直观对比
营收规模更大
FFIV
是对方的1.8倍
$461.6M
营收增速更快
RBC
高出6.0%
11.0%
净利率更高
FFIV
高出3.6%
14.6%
两年增速更快
FFIV
近两年复合增速
5.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $461.6M |
| 净利润 | $148.0M | $67.4M |
| 毛利率 | 81.4% | 44.3% |
| 营业利润率 | 22.1% | 22.3% |
| 净利率 | 18.2% | 14.6% |
| 营收同比 | 11.0% | 17.0% |
| 净利润同比 | 1.5% | 16.4% |
| 每股收益（稀释后） | $2.58 | $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FFIVRBC
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | $461.6M | ||
| Q3 25 | $810.1M | $455.3M | ||
| Q2 25 | $780.4M | $436.0M | ||
| Q1 25 | $731.1M | $437.7M | ||
| Q4 24 | $766.5M | $394.4M | ||
| Q3 24 | $746.7M | $397.9M | ||
| Q2 24 | $695.5M | $406.3M |
净利润FFIVRBC
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $67.4M | ||
| Q3 25 | $190.5M | $60.0M | ||
| Q2 25 | $189.9M | $68.5M | ||
| Q1 25 | $145.5M | $72.7M | ||
| Q4 24 | $166.4M | $57.9M | ||
| Q3 24 | $165.3M | $54.2M | ||
| Q2 24 | $144.1M | $61.4M |
毛利率FFIVRBC
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 44.3% | ||
| Q3 25 | 82.2% | 44.1% | ||
| Q2 25 | 81.0% | 44.8% | ||
| Q1 25 | 80.7% | 44.2% | ||
| Q4 24 | 81.7% | 44.3% | ||
| Q3 24 | 80.8% | 43.7% | ||
| Q2 24 | 80.4% | 45.3% |
营业利润率FFIVRBC
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 22.3% | ||
| Q3 25 | 25.4% | 21.5% | ||
| Q2 25 | 25.2% | 23.2% | ||
| Q1 25 | 21.7% | 23.0% | ||
| Q4 24 | 26.8% | 21.7% | ||
| Q3 24 | 25.6% | 21.6% | ||
| Q2 24 | 23.4% | 24.0% |
净利率FFIVRBC
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 14.6% | ||
| Q3 25 | 23.5% | 13.2% | ||
| Q2 25 | 24.3% | 15.7% | ||
| Q1 25 | 19.9% | 16.6% | ||
| Q4 24 | 21.7% | 14.7% | ||
| Q3 24 | 22.1% | 13.6% | ||
| Q2 24 | 20.7% | 15.1% |
每股收益（稀释后）FFIVRBC
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $2.13 | ||
| Q3 25 | $3.25 | $1.90 | ||
| Q2 25 | $3.25 | $2.17 | ||
| Q1 25 | $2.48 | $2.33 | ||
| Q4 24 | $2.82 | $1.82 | ||
| Q3 24 | $2.79 | $1.65 | ||
| Q2 24 | $2.44 | $1.90 |
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 | $1.4B | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $3.6B | $3.3B |
| 总资产 | $6.5B | $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FFIVRBC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $107.6M | ||
| Q3 25 | $1.3B | $91.2M | ||
| Q2 25 | $1.4B | $132.9M | ||
| Q1 25 | $1.3B | $36.8M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $935.6M | $76.8M |
总债务FFIVRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FFIVRBC
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.6B | $3.2B | ||
| Q2 25 | $3.5B | $3.1B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.2B | $2.9B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $3.0B | $2.8B |
总资产FFIVRBC
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $5.1B | ||
| Q3 25 | $6.3B | $5.1B | ||
| Q2 25 | $6.1B | $4.8B | ||
| Q1 25 | $5.9B | $4.7B | ||
| Q4 24 | $5.9B | $4.7B | ||
| Q3 24 | $5.6B | $4.7B | ||
| Q2 24 | $5.4B | $4.7B |
负债/权益比FFIVRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $525.1M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | 3.55× | 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
经营现金流FFIVRBC
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $122.1M | ||
| Q3 25 | $208.1M | $88.4M | ||
| Q2 25 | $282.2M | $120.0M | ||
| Q1 25 | $256.6M | — | ||
| Q4 24 | $202.8M | $84.0M | ||
| Q3 24 | $246.5M | — | ||
| Q2 24 | $159.0M | $97.4M |
自由现金流FFIVRBC
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $99.1M | ||
| Q3 25 | $191.9M | $71.7M | ||
| Q2 25 | $273.7M | $104.3M | ||
| Q1 25 | $246.1M | — | ||
| Q4 24 | $194.7M | $73.6M | ||
| Q3 24 | $240.4M | — | ||
| Q2 24 | $153.1M | $88.4M |
自由现金流率FFIVRBC
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 21.5% | ||
| Q3 25 | 23.7% | 15.7% | ||
| Q2 25 | 35.1% | 23.9% | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 25.4% | 18.7% | ||
| Q3 24 | 32.2% | — | ||
| Q2 24 | 22.0% | 21.8% |
资本支出强度FFIVRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 5.0% | ||
| Q3 25 | 2.0% | 3.7% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 1.4% | 3.2% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 0.8% | 4.1% | ||
| Q2 24 | 0.8% | 2.2% |
现金转化率FFIVRBC
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 1.81× | ||
| Q3 25 | 1.09× | 1.47× | ||
| Q2 25 | 1.49× | 1.75× | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.22× | 1.45× | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.10× | 1.59× |
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
FFIV
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
