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Hims & Hers Health, Inc.（HIMS）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
Hims & Hers Health, Inc.的季度营收约是RBC Bearings INC的1.3倍（$617.8M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 3.3%，领先11.3%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 5.6%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
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。
HIMS vs RBC — 直观对比
营收规模更大
HIMS
是对方的1.3倍
$461.6M
营收增速更快
HIMS
高出11.4%
17.0%
净利率更高
RBC
高出11.3%
3.3%
自由现金流更多
RBC
多$101.6M
$-2.5M
两年增速更快
HIMS
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $461.6M |
| 净利润 | $20.6M | $67.4M |
| 毛利率 | 71.9% | 44.3% |
| 营业利润率 | 1.5% | 22.3% |
| 净利率 | 3.3% | 14.6% |
| 营收同比 | 28.4% | 17.0% |
| 净利润同比 | -20.8% | 16.4% |
| 每股收益（稀释后） | $0.08 | $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HIMSRBC
| Q4 25 | $617.8M | $461.6M | ||
| Q3 25 | $599.0M | $455.3M | ||
| Q2 25 | $544.8M | $436.0M | ||
| Q1 25 | $586.0M | $437.7M | ||
| Q4 24 | $481.1M | $394.4M | ||
| Q3 24 | $401.6M | $397.9M | ||
| Q2 24 | $315.6M | $406.3M | ||
| Q1 24 | $278.2M | $413.7M |
净利润HIMSRBC
| Q4 25 | $20.6M | $67.4M | ||
| Q3 25 | $15.8M | $60.0M | ||
| Q2 25 | $42.5M | $68.5M | ||
| Q1 25 | $49.5M | $72.7M | ||
| Q4 24 | $26.0M | $57.9M | ||
| Q3 24 | $75.6M | $54.2M | ||
| Q2 24 | $13.3M | $61.4M | ||
| Q1 24 | $11.1M | — |
毛利率HIMSRBC
| Q4 25 | 71.9% | 44.3% | ||
| Q3 25 | 73.8% | 44.1% | ||
| Q2 25 | 76.4% | 44.8% | ||
| Q1 25 | 73.5% | 44.2% | ||
| Q4 24 | 76.8% | 44.3% | ||
| Q3 24 | 79.2% | 43.7% | ||
| Q2 24 | 81.3% | 45.3% | ||
| Q1 24 | 82.4% | 43.1% |
营业利润率HIMSRBC
| Q4 25 | 1.5% | 22.3% | ||
| Q3 25 | 2.0% | 21.5% | ||
| Q2 25 | 4.9% | 23.2% | ||
| Q1 25 | 9.9% | 23.0% | ||
| Q4 24 | 3.9% | 21.7% | ||
| Q3 24 | 5.6% | 21.6% | ||
| Q2 24 | 3.5% | 24.0% | ||
| Q1 24 | 3.6% | 22.8% |
净利率HIMSRBC
| Q4 25 | 3.3% | 14.6% | ||
| Q3 25 | 2.6% | 13.2% | ||
| Q2 25 | 7.8% | 15.7% | ||
| Q1 25 | 8.4% | 16.6% | ||
| Q4 24 | 5.4% | 14.7% | ||
| Q3 24 | 18.8% | 13.6% | ||
| Q2 24 | 4.2% | 15.1% | ||
| Q1 24 | 4.0% | — |
每股收益（稀释后）HIMSRBC
| Q4 25 | $0.08 | $2.13 | ||
| Q3 25 | $0.06 | $1.90 | ||
| Q2 25 | $0.17 | $2.17 | ||
| Q1 25 | $0.20 | $2.33 | ||
| Q4 24 | $0.10 | $1.82 | ||
| Q3 24 | $0.32 | $1.65 | ||
| Q2 24 | $0.06 | $1.90 | ||
| Q1 24 | $0.05 | $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 | $228.6M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $540.9M | $3.3B |
| 总资产 | $2.2B | $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HIMSRBC
| Q4 25 | $228.6M | $107.6M | ||
| Q3 25 | $345.8M | $91.2M | ||
| Q2 25 | $1.1B | $132.9M | ||
| Q1 25 | $273.7M | $36.8M | ||
| Q4 24 | $220.6M | — | ||
| Q3 24 | $165.5M | — | ||
| Q2 24 | $129.3M | $76.8M | ||
| Q1 24 | $105.2M | $63.5M |
总债务HIMSRBC
| 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HIMSRBC
| Q4 25 | $540.9M | $3.3B | ||
| Q3 25 | $581.0M | $3.2B | ||
| Q2 25 | $562.7M | $3.1B | ||
| Q1 25 | $549.3M | $3.0B | ||
| Q4 24 | $476.7M | $2.9B | ||
| Q3 24 | $440.1M | $2.9B | ||
| Q2 24 | $362.0M | $2.8B | ||
| Q1 24 | $344.5M | $2.8B |
总资产HIMSRBC
| Q4 25 | $2.2B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $1.9B | $4.8B | ||
| Q1 25 | $891.7M | $4.7B | ||
| Q4 24 | $707.5M | $4.7B | ||
| Q3 24 | $602.3M | $4.7B | ||
| Q2 24 | $480.5M | $4.7B | ||
| Q1 24 | $448.1M | $4.7B |
负债/权益比HIMSRBC
| 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 | $61.3M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $99.1M |
| 自由现金流率自由现金流/营收 | -0.4% | 21.5% |
| 资本支出强度资本支出/营收 | 10.3% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.98× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSRBC
| Q4 25 | $61.3M | $122.1M | ||
| Q3 25 | $148.7M | $88.4M | ||
| Q2 25 | $-19.1M | $120.0M | ||
| Q1 25 | $109.1M | — | ||
| Q4 24 | $86.4M | $84.0M | ||
| Q3 24 | $85.3M | — | ||
| Q2 24 | $53.6M | $97.4M | ||
| Q1 24 | $25.8M | — |
自由现金流HIMSRBC
| Q4 25 | $-2.5M | $99.1M | ||
| Q3 25 | $79.3M | $71.7M | ||
| Q2 25 | $-69.5M | $104.3M | ||
| Q1 25 | $50.1M | — | ||
| Q4 24 | $59.5M | $73.6M | ||
| Q3 24 | $79.4M | — | ||
| Q2 24 | $47.6M | $88.4M | ||
| Q1 24 | $11.8M | — |
自由现金流率HIMSRBC
| Q4 25 | -0.4% | 21.5% | ||
| Q3 25 | 13.2% | 15.7% | ||
| Q2 25 | -12.8% | 23.9% | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 12.4% | 18.7% | ||
| Q3 24 | 19.8% | — | ||
| Q2 24 | 15.1% | 21.8% | ||
| Q1 24 | 4.3% | — |
资本支出强度HIMSRBC
| Q4 25 | 10.3% | 5.0% | ||
| Q3 25 | 11.6% | 3.7% | ||
| Q2 25 | 9.3% | 3.6% | ||
| Q1 25 | 10.1% | 3.2% | ||
| Q4 24 | 5.6% | 2.6% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 1.9% | 2.2% | ||
| Q1 24 | 5.0% | — |
现金转化率HIMSRBC
| Q4 25 | 2.98× | 1.81× | ||
| Q3 25 | 9.43× | 1.47× | ||
| Q2 25 | -0.45× | 1.75× | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | 1.45× | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | 1.59× | ||
| Q1 24 | 2.32× | — |
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
HIMS
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
