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Invitation Homes（INVH）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
Invitation Homes的季度营收约是RBC Bearings INC的1.5倍（$685.3M vs $461.6M），Invitation Homes净利率更高（21.1% vs 14.6%，领先6.5%），RBC Bearings INC同比增速更快（17.0% vs 4.0%），Invitation Homes自由现金流更多（$122.4M vs $99.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs RBC — 直观对比
营收规模更大
INVH
是对方的1.5倍
$461.6M
营收增速更快
RBC
高出13.1%
4.0%
净利率更高
INVH
高出6.5%
14.6%
自由现金流更多
INVH
多$23.3M
$99.1M
两年增速更快
RBC
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $461.6M |
| 净利润 | $144.6M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 21.1% | 14.6% |
| 营收同比 | 4.0% | 17.0% |
| 净利润同比 | 1.0% | 16.4% |
| 每股收益（稀释后） | $0.24 | $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INVHRBC
| Q4 25 | $685.3M | $461.6M | ||
| Q3 25 | $688.2M | $455.3M | ||
| Q2 25 | $681.4M | $436.0M | ||
| Q1 25 | $674.5M | $437.7M | ||
| Q4 24 | $659.1M | $394.4M | ||
| Q3 24 | $660.3M | $397.9M | ||
| Q2 24 | $653.5M | $406.3M | ||
| Q1 24 | $646.0M | $413.7M |
净利润INVHRBC
| Q4 25 | $144.6M | $67.4M | ||
| Q3 25 | $136.7M | $60.0M | ||
| Q2 25 | $140.9M | $68.5M | ||
| Q1 25 | $165.7M | $72.7M | ||
| Q4 24 | $143.1M | $57.9M | ||
| Q3 24 | $95.3M | $54.2M | ||
| Q2 24 | $73.2M | $61.4M | ||
| Q1 24 | $142.3M | — |
毛利率INVHRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率INVHRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率INVHRBC
| Q4 25 | 21.1% | 14.6% | ||
| Q3 25 | 19.9% | 13.2% | ||
| Q2 25 | 20.7% | 15.7% | ||
| Q1 25 | 24.6% | 16.6% | ||
| Q4 24 | 21.7% | 14.7% | ||
| Q3 24 | 14.4% | 13.6% | ||
| Q2 24 | 11.2% | 15.1% | ||
| Q1 24 | 22.0% | — |
每股收益（稀释后）INVHRBC
| Q4 25 | $0.24 | $2.13 | ||
| Q3 25 | $0.22 | $1.90 | ||
| Q2 25 | $0.23 | $2.17 | ||
| Q1 25 | $0.27 | $2.33 | ||
| Q4 24 | $0.24 | $1.82 | ||
| Q3 24 | $0.15 | $1.65 | ||
| Q2 24 | $0.12 | $1.90 | ||
| Q1 24 | $0.23 | $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 | $130.0M | $107.6M |
| 总债务越低越好 | $8.4B | $990.2M |
| 股东权益账面价值 | $9.5B | $3.3B |
| 总资产 | $18.7B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.88× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资INVHRBC
| Q4 25 | $130.0M | $107.6M | ||
| Q3 25 | $155.4M | $91.2M | ||
| Q2 25 | $65.1M | $132.9M | ||
| Q1 25 | $84.4M | $36.8M | ||
| Q4 24 | $174.5M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $749.4M | $76.8M | ||
| Q1 24 | $738.1M | $63.5M |
总债务INVHRBC
| Q4 25 | $8.4B | $990.2M | ||
| Q3 25 | $8.2B | $1.1B | ||
| Q2 25 | $8.2B | $915.6M | ||
| Q1 25 | $8.1B | $920.1M | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.5B | $1.2B |
股东权益INVHRBC
| Q4 25 | $9.5B | $3.3B | ||
| Q3 25 | $9.6B | $3.2B | ||
| Q2 25 | $9.7B | $3.1B | ||
| Q1 25 | $9.7B | $3.0B | ||
| Q4 24 | $9.8B | $2.9B | ||
| Q3 24 | $9.9B | $2.9B | ||
| Q2 24 | $10.0B | $2.8B | ||
| Q1 24 | $10.1B | $2.8B |
总资产INVHRBC
| Q4 25 | $18.7B | $5.1B | ||
| Q3 25 | $18.8B | $5.1B | ||
| Q2 25 | $18.7B | $4.8B | ||
| Q1 25 | $18.6B | $4.7B | ||
| Q4 24 | $18.7B | $4.7B | ||
| Q3 24 | $19.6B | $4.7B | ||
| Q2 24 | $19.2B | $4.7B | ||
| Q1 24 | $19.2B | $4.7B |
负债/权益比INVHRBC
| Q4 25 | 0.88× | 0.30× | ||
| Q3 25 | 0.86× | 0.34× | ||
| Q2 25 | 0.85× | 0.29× | ||
| Q1 25 | 0.83× | 0.30× | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.84× | 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 | $128.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $99.1M |
| 自由现金流率自由现金流/营收 | 17.9% | 21.5% |
| 资本支出强度资本支出/营收 | 0.9% | 5.0% |
| 现金转化率经营现金流/净利润 | 0.89× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流INVHRBC
| Q4 25 | $128.7M | $122.1M | ||
| Q3 25 | $394.6M | $88.4M | ||
| Q2 25 | $382.5M | $120.0M | ||
| Q1 25 | $300.5M | — | ||
| Q4 24 | $132.8M | $84.0M | ||
| Q3 24 | $313.6M | — | ||
| Q2 24 | $369.8M | $97.4M | ||
| Q1 24 | $265.6M | — |
自由现金流INVHRBC
| Q4 25 | $122.4M | $99.1M | ||
| Q3 25 | $387.8M | $71.7M | ||
| Q2 25 | $374.4M | $104.3M | ||
| Q1 25 | $293.3M | — | ||
| Q4 24 | $125.0M | $73.6M | ||
| Q3 24 | $305.2M | — | ||
| Q2 24 | $363.8M | $88.4M | ||
| Q1 24 | $257.1M | — |
自由现金流率INVHRBC
| Q4 25 | 17.9% | 21.5% | ||
| Q3 25 | 56.4% | 15.7% | ||
| Q2 25 | 54.9% | 23.9% | ||
| Q1 25 | 43.5% | — | ||
| Q4 24 | 19.0% | 18.7% | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 55.7% | 21.8% | ||
| Q1 24 | 39.8% | — |
资本支出强度INVHRBC
| Q4 25 | 0.9% | 5.0% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 1.2% | 3.6% | ||
| Q1 25 | 1.1% | 3.2% | ||
| Q4 24 | 1.2% | 2.6% | ||
| Q3 24 | 1.3% | 4.1% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 1.3% | — |
现金转化率INVHRBC
| Q4 25 | 0.89× | 1.81× | ||
| Q3 25 | 2.89× | 1.47× | ||
| Q2 25 | 2.71× | 1.75× | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 0.93× | 1.45× | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 5.05× | 1.59× | ||
| Q1 24 | 1.87× | — |
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
INVH
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
