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FMC CORP（FMC）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
FMC CORP的季度营收约是RBC Bearings INC的1.6倍（$759.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -37.0%，领先51.7%），RBC Bearings INC同比增速更快（17.0% vs -4.0%），RBC Bearings INC自由现金流更多（$99.1M vs $-628.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -14.5%）
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业，1883年创立之初以生产杀虫剂为主，后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车，目前在全球拥有7000名员工，业务布局广泛。
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。
FMC vs RBC — 直观对比
营收规模更大
FMC
是对方的1.6倍
$461.6M
营收增速更快
RBC
高出21.1%
-4.0%
净利率更高
RBC
高出51.7%
-37.0%
自由现金流更多
RBC
多$727.2M
$-628.1M
两年增速更快
RBC
近两年复合增速
-14.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $759.0M | $461.6M |
| 净利润 | $-281.2M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | -10.6% | 22.3% |
| 净利率 | -37.0% | 14.6% |
| 营收同比 | -4.0% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $-2.25 | $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FMCRBC
| Q1 26 | $759.0M | — | ||
| Q4 25 | $1.1B | $461.6M | ||
| Q3 25 | $542.2M | $455.3M | ||
| Q2 25 | $1.1B | $436.0M | ||
| Q1 25 | $791.4M | $437.7M | ||
| Q4 24 | $1.2B | $394.4M | ||
| Q3 24 | $1.1B | $397.9M | ||
| Q2 24 | $1.0B | $406.3M |
净利润FMCRBC
| Q1 26 | $-281.2M | — | ||
| Q4 25 | $-1.7B | $67.4M | ||
| Q3 25 | $-569.3M | $60.0M | ||
| Q2 25 | $66.7M | $68.5M | ||
| Q1 25 | $-15.5M | $72.7M | ||
| Q4 24 | $-16.3M | $57.9M | ||
| Q3 24 | $65.0M | $54.2M | ||
| Q2 24 | $295.1M | $61.4M |
毛利率FMCRBC
| Q1 26 | — | — | ||
| Q4 25 | 39.8% | 44.3% | ||
| Q3 25 | 23.8% | 44.1% | ||
| Q2 25 | 38.7% | 44.8% | ||
| Q1 25 | 40.0% | 44.2% | ||
| Q4 24 | 42.9% | 44.3% | ||
| Q3 24 | 36.3% | 43.7% | ||
| Q2 24 | 38.3% | 45.3% |
营业利润率FMCRBC
| Q1 26 | -10.6% | — | ||
| Q4 25 | -130.8% | 22.3% | ||
| Q3 25 | -73.1% | 21.5% | ||
| Q2 25 | 12.0% | 23.2% | ||
| Q1 25 | 7.4% | 23.0% | ||
| Q4 24 | 19.2% | 21.7% | ||
| Q3 24 | 12.7% | 21.6% | ||
| Q2 24 | 6.0% | 24.0% |
净利率FMCRBC
| Q1 26 | -37.0% | — | ||
| Q4 25 | -158.8% | 14.6% | ||
| Q3 25 | -105.0% | 13.2% | ||
| Q2 25 | 6.3% | 15.7% | ||
| Q1 25 | -2.0% | 16.6% | ||
| Q4 24 | -1.3% | 14.7% | ||
| Q3 24 | 6.1% | 13.6% | ||
| Q2 24 | 28.4% | 15.1% |
每股收益（稀释后）FMCRBC
| Q1 26 | $-2.25 | — | ||
| Q4 25 | $-13.77 | $2.13 | ||
| Q3 25 | $-4.52 | $1.90 | ||
| Q2 25 | $0.53 | $2.17 | ||
| Q1 25 | $-0.12 | $2.33 | ||
| Q4 24 | $-0.13 | $1.82 | ||
| Q3 24 | $0.52 | $1.65 | ||
| Q2 24 | $2.35 | $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 | $390.9M | $107.6M |
| 总债务越低越好 | $2.8B | $990.2M |
| 股东权益账面价值 | $1.8B | $3.3B |
| 总资产 | $9.4B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资FMCRBC
| Q1 26 | $390.9M | — | ||
| Q4 25 | $584.5M | $107.6M | ||
| Q3 25 | $497.7M | $91.2M | ||
| Q2 25 | $438.2M | $132.9M | ||
| Q1 25 | $315.3M | $36.8M | ||
| Q4 24 | $357.3M | — | ||
| Q3 24 | $416.7M | — | ||
| Q2 24 | $471.5M | $76.8M |
总债务FMCRBC
| Q1 26 | $2.8B | — | ||
| Q4 25 | $3.4B | $990.2M | ||
| Q3 25 | $3.4B | $1.1B | ||
| Q2 25 | $3.4B | $915.6M | ||
| Q1 25 | $3.1B | $920.1M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.1B | — |
股东权益FMCRBC
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $3.8B | $3.2B | ||
| Q2 25 | $4.4B | $3.1B | ||
| Q1 25 | $4.4B | $3.0B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.6B | $2.8B |
总资产FMCRBC
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $5.1B | ||
| Q3 25 | $12.1B | $5.1B | ||
| Q2 25 | $12.3B | $4.8B | ||
| Q1 25 | $11.8B | $4.7B | ||
| Q4 24 | $11.7B | $4.7B | ||
| Q3 24 | $12.2B | $4.7B | ||
| Q2 24 | $12.1B | $4.7B |
负债/权益比FMCRBC
| Q1 26 | 1.50× | — | ||
| Q4 25 | 1.62× | 0.30× | ||
| Q3 25 | 0.89× | 0.34× | ||
| Q2 25 | 0.76× | 0.29× | ||
| Q1 25 | 0.71× | 0.30× | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.68× | — |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-628.1M | $99.1M |
| 自由现金流率自由现金流/营收 | -82.8% | 21.5% |
| 资本支出强度资本支出/营收 | 2.2% | 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 | $-154.0M | — |
8季度趋势，按日历期对齐
经营现金流FMCRBC
| Q1 26 | — | — | ||
| Q4 25 | $657.1M | $122.1M | ||
| Q3 25 | $-184.2M | $88.4M | ||
| Q2 25 | $65.9M | $120.0M | ||
| Q1 25 | $-545.0M | — | ||
| Q4 24 | $427.9M | $84.0M | ||
| Q3 24 | $159.5M | — | ||
| Q2 24 | $292.2M | $97.4M |
自由现金流FMCRBC
| Q1 26 | $-628.1M | — | ||
| Q4 25 | $631.1M | $99.1M | ||
| Q3 25 | $-207.9M | $71.7M | ||
| Q2 25 | $50.9M | $104.3M | ||
| Q1 25 | $-576.6M | — | ||
| Q4 24 | $406.3M | $73.6M | ||
| Q3 24 | $143.8M | — | ||
| Q2 24 | $282.3M | $88.4M |
自由现金流率FMCRBC
| Q1 26 | -82.8% | — | ||
| Q4 25 | 58.3% | 21.5% | ||
| Q3 25 | -38.3% | 15.7% | ||
| Q2 25 | 4.8% | 23.9% | ||
| Q1 25 | -72.9% | — | ||
| Q4 24 | 33.2% | 18.7% | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 27.2% | 21.8% |
资本支出强度FMCRBC
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.4% | 5.0% | ||
| Q3 25 | 4.4% | 3.7% | ||
| Q2 25 | 1.4% | 3.6% | ||
| Q1 25 | 4.0% | 3.2% | ||
| Q4 24 | 1.8% | 2.6% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 1.0% | 2.2% |
现金转化率FMCRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 0.99× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 2.45× | — | ||
| Q2 24 | 0.99× | 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
FMC
| EMEA | $307.0M | 40% |
| North America | $198.0M | 26% |
| Latin America | $177.0M | 23% |
| Asia (excluding 2026 India) 1 | $81.0M | 11% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
