vs
赫氏（HXL）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
赫氏的季度营收约是RBC Bearings INC的1.1倍（$501.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 7.4%，领先7.2%），RBC Bearings INC同比增速更快（17.0% vs 9.9%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 0.1%）
赫氏是总部位于美国康涅狄格州斯坦福德的上市工业材料企业，专注于结构材料的研发与生产，由加州增强塑料公司、汽巴复合材料业务、赫克力士复合材料产品部门合并组建。其产品覆盖商用、军工、休闲等市场，广泛应用于军民飞机、航天运载火箭、卫星、风电叶片、运动器材等领域。
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。
HXL vs RBC — 直观对比
营收规模更大
HXL
是对方的1.1倍
$461.6M
营收增速更快
RBC
高出7.2%
9.9%
净利率更高
RBC
高出7.2%
7.4%
两年增速更快
RBC
近两年复合增速
0.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $501.5M | $461.6M |
| 净利润 | $37.2M | $67.4M |
| 毛利率 | 26.9% | 44.3% |
| 营业利润率 | 11.5% | 22.3% |
| 净利率 | 7.4% | 14.6% |
| 营收同比 | 9.9% | 17.0% |
| 净利润同比 | 28.7% | 16.4% |
| 每股收益（稀释后） | $0.49 | $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HXLRBC
| Q1 26 | $501.5M | — | ||
| Q4 25 | $491.3M | $461.6M | ||
| Q3 25 | $456.2M | $455.3M | ||
| Q2 25 | $489.9M | $436.0M | ||
| Q1 25 | $456.5M | $437.7M | ||
| Q4 24 | $473.8M | $394.4M | ||
| Q3 24 | $456.5M | $397.9M | ||
| Q2 24 | $500.4M | $406.3M |
净利润HXLRBC
| Q1 26 | $37.2M | — | ||
| Q4 25 | $46.4M | $67.4M | ||
| Q3 25 | $20.6M | $60.0M | ||
| Q2 25 | $13.5M | $68.5M | ||
| Q1 25 | $28.9M | $72.7M | ||
| Q4 24 | $5.8M | $57.9M | ||
| Q3 24 | $39.8M | $54.2M | ||
| Q2 24 | $50.0M | $61.4M |
毛利率HXLRBC
| Q1 26 | 26.9% | — | ||
| Q4 25 | 24.6% | 44.3% | ||
| Q3 25 | 21.9% | 44.1% | ||
| Q2 25 | 22.8% | 44.8% | ||
| Q1 25 | 22.4% | 44.2% | ||
| Q4 24 | 25.0% | 44.3% | ||
| Q3 24 | 23.3% | 43.7% | ||
| Q2 24 | 25.3% | 45.3% |
营业利润率HXLRBC
| Q1 26 | 11.5% | — | ||
| Q4 25 | 12.5% | 22.3% | ||
| Q3 25 | 7.9% | 21.5% | ||
| Q2 25 | 6.1% | 23.2% | ||
| Q1 25 | 9.7% | 23.0% | ||
| Q4 24 | 1.9% | 21.7% | ||
| Q3 24 | 11.5% | 21.6% | ||
| Q2 24 | 14.3% | 24.0% |
净利率HXLRBC
| Q1 26 | 7.4% | — | ||
| Q4 25 | 9.4% | 14.6% | ||
| Q3 25 | 4.5% | 13.2% | ||
| Q2 25 | 2.8% | 15.7% | ||
| Q1 25 | 6.3% | 16.6% | ||
| Q4 24 | 1.2% | 14.7% | ||
| Q3 24 | 8.7% | 13.6% | ||
| Q2 24 | 10.0% | 15.1% |
每股收益（稀释后）HXLRBC
| Q1 26 | $0.49 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $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 | $54.1M | $107.6M |
| 总债务越低越好 | $998.1M | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $2.7B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.79× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资HXLRBC
| Q1 26 | $54.1M | — | ||
| Q4 25 | $71.0M | $107.6M | ||
| Q3 25 | $90.5M | $91.2M | ||
| Q2 25 | $77.2M | $132.9M | ||
| Q1 25 | $89.2M | $36.8M | ||
| Q4 24 | $125.4M | — | ||
| Q3 24 | $98.2M | — | ||
| Q2 24 | $75.4M | $76.8M |
总债务HXLRBC
| Q1 26 | $998.1M | — | ||
| 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HXLRBC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.5B | $3.0B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.6B | $2.8B |
总资产HXLRBC
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $5.1B | ||
| Q3 25 | $2.8B | $5.1B | ||
| Q2 25 | $2.8B | $4.8B | ||
| Q1 25 | $2.8B | $4.7B | ||
| Q4 24 | $2.7B | $4.7B | ||
| Q3 24 | $2.9B | $4.7B | ||
| Q2 24 | $2.8B | $4.7B |
负债/权益比HXLRBC
| Q1 26 | 0.79× | — | ||
| 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 | — | $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 | 3.2% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流HXLRBC
| Q1 26 | — | — | ||
| Q4 25 | $125.5M | $122.1M | ||
| Q3 25 | $110.2M | $88.4M | ||
| Q2 25 | $23.3M | $120.0M | ||
| Q1 25 | $-28.5M | — | ||
| Q4 24 | $162.6M | $84.0M | ||
| Q3 24 | $90.1M | — | ||
| Q2 24 | $44.2M | $97.4M |
自由现金流HXLRBC
| Q1 26 | — | — | ||
| Q4 25 | $107.3M | $99.1M | ||
| Q3 25 | $96.5M | $71.7M | ||
| Q2 25 | $8.0M | $104.3M | ||
| Q1 25 | $-54.6M | — | ||
| Q4 24 | $144.0M | $73.6M | ||
| Q3 24 | $73.3M | — | ||
| Q2 24 | $21.3M | $88.4M |
自由现金流率HXLRBC
| Q1 26 | — | — | ||
| Q4 25 | 21.8% | 21.5% | ||
| Q3 25 | 21.2% | 15.7% | ||
| Q2 25 | 1.6% | 23.9% | ||
| Q1 25 | -12.0% | — | ||
| Q4 24 | 30.4% | 18.7% | ||
| Q3 24 | 16.1% | — | ||
| Q2 24 | 4.3% | 21.8% |
资本支出强度HXLRBC
| Q1 26 | 3.2% | — | ||
| Q4 25 | 3.7% | 5.0% | ||
| Q3 25 | 3.0% | 3.7% | ||
| Q2 25 | 3.1% | 3.6% | ||
| Q1 25 | 5.7% | 3.2% | ||
| Q4 24 | 3.9% | 2.6% | ||
| Q3 24 | 3.7% | 4.1% | ||
| Q2 24 | 4.6% | 2.2% |
现金转化率HXLRBC
| Q1 26 | — | — | ||
| Q4 25 | 2.70× | 1.81× | ||
| Q3 25 | 5.35× | 1.47× | ||
| Q2 25 | 1.73× | 1.75× | ||
| Q1 25 | -0.99× | — | ||
| Q4 24 | 28.03× | 1.45× | ||
| Q3 24 | 2.26× | — | ||
| Q2 24 | 0.88× | 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
HXL
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
