vs
Indivior Pharmaceuticals, Inc.（INDV）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Indivior Pharmaceuticals, Inc.的1.3倍（$461.6M vs $357.0M），Indivior Pharmaceuticals, Inc.净利率更高（28.9% vs 14.6%，领先14.3%），RBC Bearings INC自由现金流更多（$99.1M vs $-245.0M）
Indivior是一家全球专科制药企业，专注于开发和商业化针对阿片类物质使用障碍、酒精依赖及相关精神健康疾病的循证治疗方案，核心市场覆盖北美与欧洲，旗下多款获批疗法服务于医疗需求未被充分满足的患者群体。
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。
INDV vs RBC — 直观对比
营收规模更大
RBC
是对方的1.3倍
$357.0M
净利率更高
INDV
高出14.3%
14.6%
自由现金流更多
RBC
多$344.1M
$-245.0M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $357.0M | $461.6M |
| 净利润 | $103.0M | $67.4M |
| 毛利率 | 82.1% | 44.3% |
| 营业利润率 | 22.7% | 22.3% |
| 净利率 | 28.9% | 14.6% |
| 营收同比 | — | 17.0% |
| 净利润同比 | 390.5% | 16.4% |
| 每股收益（稀释后） | $0.79 | $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INDVRBC
| Q4 25 | $357.0M | $461.6M | ||
| Q3 25 | $314.0M | $455.3M | ||
| Q2 25 | $302.0M | $436.0M | ||
| Q1 25 | $266.0M | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | $307.0M | $397.9M | ||
| Q2 24 | $299.0M | $406.3M | ||
| Q1 24 | — | $413.7M |
净利润INDVRBC
| Q4 25 | $103.0M | $67.4M | ||
| Q3 25 | $42.0M | $60.0M | ||
| Q2 25 | $18.0M | $68.5M | ||
| Q1 25 | $47.0M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | $22.0M | $54.2M | ||
| Q2 24 | $-97.0M | $61.4M | ||
| Q1 24 | — | — |
毛利率INDVRBC
| Q4 25 | 82.1% | 44.3% | ||
| Q3 25 | 73.2% | 44.1% | ||
| Q2 25 | 82.8% | 44.8% | ||
| Q1 25 | 83.1% | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | 78.5% | 43.7% | ||
| Q2 24 | 73.6% | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率INDVRBC
| Q4 25 | 22.7% | 22.3% | ||
| Q3 25 | 13.7% | 21.5% | ||
| Q2 25 | 23.8% | 23.2% | ||
| Q1 25 | 24.8% | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | 11.4% | 21.6% | ||
| Q2 24 | -39.5% | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率INDVRBC
| Q4 25 | 28.9% | 14.6% | ||
| Q3 25 | 13.4% | 13.2% | ||
| Q2 25 | 6.0% | 15.7% | ||
| Q1 25 | 17.7% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | 7.2% | 13.6% | ||
| Q2 24 | -32.4% | 15.1% | ||
| Q1 24 | — | — |
每股收益（稀释后）INDVRBC
| Q4 25 | $0.79 | $2.13 | ||
| Q3 25 | $0.33 | $1.90 | ||
| Q2 25 | $0.14 | $2.17 | ||
| Q1 25 | $0.38 | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | $0.16 | $1.65 | ||
| Q2 24 | $-0.72 | $1.90 | ||
| Q1 24 | — | $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 | $195.0M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $-98.0M | $3.3B |
| 总资产 | $1.2B | $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INDVRBC
| Q4 25 | $195.0M | $107.6M | ||
| Q3 25 | $445.0M | $91.2M | ||
| Q2 25 | $510.0M | $132.9M | ||
| Q1 25 | $373.0M | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M | ||
| Q1 24 | — | $63.5M |
总债务INDVRBC
| 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INDVRBC
| Q4 25 | $-98.0M | $3.3B | ||
| Q3 25 | $-207.0M | $3.2B | ||
| Q2 25 | $-257.0M | $3.1B | ||
| Q1 25 | $-285.0M | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $-310.0M | $2.9B | ||
| Q2 24 | $-281.0M | $2.8B | ||
| Q1 24 | — | $2.8B |
总资产INDVRBC
| Q4 25 | $1.2B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.5B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.7B |
负债/权益比INDVRBC
| 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 | $-221.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-245.0M | $99.1M |
| 自由现金流率自由现金流/营收 | -68.6% | 21.5% |
| 资本支出强度资本支出/营收 | 6.7% | 5.0% |
| 现金转化率经营现金流/净利润 | -2.15× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $-93.0M | — |
8季度趋势，按日历期对齐
经营现金流INDVRBC
| Q4 25 | $-221.0M | $122.1M | ||
| Q3 25 | $-39.0M | $88.4M | ||
| Q2 25 | $158.0M | $120.0M | ||
| Q1 25 | $75.0M | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | $2.0M | — | ||
| Q2 24 | $88.0M | $97.4M | ||
| Q1 24 | — | — |
自由现金流INDVRBC
| Q4 25 | $-245.0M | $99.1M | ||
| Q3 25 | $-59.0M | $71.7M | ||
| Q2 25 | $141.0M | $104.3M | ||
| Q1 25 | $70.0M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | $-5.0M | — | ||
| Q2 24 | $84.0M | $88.4M | ||
| Q1 24 | — | — |
自由现金流率INDVRBC
| Q4 25 | -68.6% | 21.5% | ||
| Q3 25 | -18.8% | 15.7% | ||
| Q2 25 | 46.7% | 23.9% | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | -1.6% | — | ||
| Q2 24 | 28.1% | 21.8% | ||
| Q1 24 | — | — |
资本支出强度INDVRBC
| Q4 25 | 6.7% | 5.0% | ||
| Q3 25 | 6.4% | 3.7% | ||
| Q2 25 | 5.6% | 3.6% | ||
| Q1 25 | 1.9% | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 2.3% | 4.1% | ||
| Q2 24 | 1.3% | 2.2% | ||
| Q1 24 | — | — |
现金转化率INDVRBC
| Q4 25 | -2.15× | 1.81× | ||
| Q3 25 | -0.93× | 1.47× | ||
| Q2 25 | 8.78× | 1.75× | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | 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
INDV
| Sublocade | $233.0M | 65% |
| Sublingual And Other | $69.0M | 19% |
| Other | $49.0M | 14% |
| Perseris | $6.0M | 2% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
