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Inspire Medical Systems, Inc.（INSP）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Inspire Medical Systems, Inc.的1.7倍（$461.6M vs $269.1M），Inspire Medical Systems, Inc.净利率更高（50.6% vs 14.6%，领先36.0%），RBC Bearings INC同比增速更快（17.0% vs 12.2%），RBC Bearings INC自由现金流更多（$99.1M vs $41.8M），过去两年Inspire Medical Systems, Inc.的营收复合增速更高（28.1% vs 5.6%）
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业，研发、生产并销售植入式神经刺激设备，面向无法耐受持续气道正压通气治疗的患者，核心市场覆盖北美、欧洲及部分亚太地区，服务睡眠医学、耳鼻喉科等临床领域。
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。
INSP vs RBC — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $269.1M | $461.6M |
| 净利润 | $136.1M | $67.4M |
| 毛利率 | 86.6% | 44.3% |
| 营业利润率 | 17.1% | 22.3% |
| 净利率 | 50.6% | 14.6% |
| 营收同比 | 12.2% | 17.0% |
| 净利润同比 | 286.4% | 16.4% |
| 每股收益（稀释后） | $4.57 | $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
| Q4 25 | $269.1M | $461.6M | ||
| Q3 25 | $224.5M | $455.3M | ||
| Q2 25 | $217.1M | $436.0M | ||
| Q1 25 | $201.3M | $437.7M | ||
| Q4 24 | $239.7M | $394.4M | ||
| Q3 24 | $203.2M | $397.9M | ||
| Q2 24 | $195.9M | $406.3M | ||
| Q1 24 | $164.0M | $413.7M |
| Q4 25 | $136.1M | $67.4M | ||
| Q3 25 | $9.9M | $60.0M | ||
| Q2 25 | $-3.6M | $68.5M | ||
| Q1 25 | $3.0M | $72.7M | ||
| Q4 24 | $35.2M | $57.9M | ||
| Q3 24 | $18.5M | $54.2M | ||
| Q2 24 | $9.8M | $61.4M | ||
| Q1 24 | $-10.0M | — |
| Q4 25 | 86.6% | 44.3% | ||
| Q3 25 | 85.8% | 44.1% | ||
| Q2 25 | 84.0% | 44.8% | ||
| Q1 25 | 84.7% | 44.2% | ||
| Q4 24 | 85.0% | 44.3% | ||
| Q3 24 | 84.1% | 43.7% | ||
| Q2 24 | 84.8% | 45.3% | ||
| Q1 24 | 84.9% | 43.1% |
| Q4 25 | 17.1% | 22.3% | ||
| Q3 25 | 4.3% | 21.5% | ||
| Q2 25 | -1.5% | 23.2% | ||
| Q1 25 | -0.7% | 23.0% | ||
| Q4 24 | 13.3% | 21.7% | ||
| Q3 24 | 7.0% | 21.6% | ||
| Q2 24 | 2.6% | 24.0% | ||
| Q1 24 | -9.3% | 22.8% |
| Q4 25 | 50.6% | 14.6% | ||
| Q3 25 | 4.4% | 13.2% | ||
| Q2 25 | -1.7% | 15.7% | ||
| Q1 25 | 1.5% | 16.6% | ||
| Q4 24 | 14.7% | 14.7% | ||
| Q3 24 | 9.1% | 13.6% | ||
| Q2 24 | 5.0% | 15.1% | ||
| Q1 24 | -6.1% | — |
| Q4 25 | $4.57 | $2.13 | ||
| Q3 25 | $0.34 | $1.90 | ||
| Q2 25 | $-0.12 | $2.17 | ||
| Q1 25 | $0.10 | $2.33 | ||
| Q4 24 | $1.17 | $1.82 | ||
| Q3 24 | $0.60 | $1.65 | ||
| Q2 24 | $0.32 | $1.90 | ||
| Q1 24 | $-0.34 | $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 | $308.3M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $781.2M | $3.3B |
| 总资产 | $907.3M | $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
| Q4 25 | $308.3M | $107.6M | ||
| Q3 25 | $322.6M | $91.2M | ||
| Q2 25 | $300.9M | $132.9M | ||
| Q1 25 | $369.2M | $36.8M | ||
| Q4 24 | $445.5M | — | ||
| Q3 24 | $411.0M | — | ||
| Q2 24 | $439.7M | $76.8M | ||
| Q1 24 | $441.4M | $63.5M |
| 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 |
| Q4 25 | $781.2M | $3.3B | ||
| Q3 25 | $666.5M | $3.2B | ||
| Q2 25 | $677.8M | $3.1B | ||
| Q1 25 | $635.7M | $3.0B | ||
| Q4 24 | $689.7M | $2.9B | ||
| Q3 24 | $696.6M | $2.9B | ||
| Q2 24 | $638.1M | $2.8B | ||
| Q1 24 | $589.0M | $2.8B |
| Q4 25 | $907.3M | $5.1B | ||
| Q3 25 | $807.7M | $5.1B | ||
| Q2 25 | $802.2M | $4.8B | ||
| Q1 25 | $730.8M | $4.7B | ||
| Q4 24 | $808.4M | $4.7B | ||
| Q3 24 | $796.2M | $4.7B | ||
| Q2 24 | $728.4M | $4.7B | ||
| Q1 24 | $685.8M | $4.7B |
| 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 | $52.5M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $41.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 15.5% | 21.5% |
| 资本支出强度资本支出/营收 | 4.0% | 5.0% |
| 现金转化率经营现金流/净利润 | 0.39× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $78.5M | — |
8季度趋势，按日历期对齐
| Q4 25 | $52.5M | $122.1M | ||
| Q3 25 | $68.5M | $88.4M | ||
| Q2 25 | $2.7M | $120.0M | ||
| Q1 25 | $-6.7M | — | ||
| Q4 24 | $69.2M | $84.0M | ||
| Q3 24 | $52.3M | — | ||
| Q2 24 | $-78.0K | $97.4M | ||
| Q1 24 | $8.9M | — |
| Q4 25 | $41.8M | $99.1M | ||
| Q3 25 | $58.1M | $71.7M | ||
| Q2 25 | $-6.3M | $104.3M | ||
| Q1 25 | $-15.1M | — | ||
| Q4 24 | $62.2M | $73.6M | ||
| Q3 24 | $44.3M | — | ||
| Q2 24 | $-12.5M | $88.4M | ||
| Q1 24 | $-2.8M | — |
| Q4 25 | 15.5% | 21.5% | ||
| Q3 25 | 25.9% | 15.7% | ||
| Q2 25 | -2.9% | 23.9% | ||
| Q1 25 | -7.5% | — | ||
| Q4 24 | 25.9% | 18.7% | ||
| Q3 24 | 21.8% | — | ||
| Q2 24 | -6.4% | 21.8% | ||
| Q1 24 | -1.7% | — |
| Q4 25 | 4.0% | 5.0% | ||
| Q3 25 | 4.6% | 3.7% | ||
| Q2 25 | 4.1% | 3.6% | ||
| Q1 25 | 4.2% | 3.2% | ||
| Q4 24 | 2.9% | 2.6% | ||
| Q3 24 | 3.9% | 4.1% | ||
| Q2 24 | 6.3% | 2.2% | ||
| Q1 24 | 7.1% | — |
| Q4 25 | 0.39× | 1.81× | ||
| Q3 25 | 6.90× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | -2.24× | — | ||
| Q4 24 | 1.96× | 1.45× | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | -0.01× | 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
INSP
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
