vs
Samsara Inc.（IOT）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Samsara Inc.的1.1倍（$461.6M vs $416.0M），RBC Bearings INC净利率更高（14.6% vs 1.9%，领先12.7%），Samsara Inc.同比增速更快（29.2% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $55.8M），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 5.6%）
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
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。
IOT vs RBC — 直观对比
营收规模更大
RBC
是对方的1.1倍
$416.0M
营收增速更快
IOT
高出12.2%
17.0%
净利率更高
RBC
高出12.7%
1.9%
自由现金流更多
RBC
多$43.3M
$55.8M
两年增速更快
IOT
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $461.6M |
| 净利润 | $7.8M | $67.4M |
| 毛利率 | 76.7% | 44.3% |
| 营业利润率 | -0.4% | 22.3% |
| 净利率 | 1.9% | 14.6% |
| 营收同比 | 29.2% | 17.0% |
| 净利润同比 | 120.5% | 16.4% |
| 每股收益（稀释后） | $0.01 | $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IOTRBC
| Q4 25 | $416.0M | $461.6M | ||
| Q3 25 | $391.5M | $455.3M | ||
| Q2 25 | $366.9M | $436.0M | ||
| Q1 25 | $346.3M | $437.7M | ||
| Q4 24 | $322.0M | $394.4M | ||
| Q3 24 | $300.2M | $397.9M | ||
| Q2 24 | $280.7M | $406.3M | ||
| Q1 24 | $276.3M | $413.7M |
净利润IOTRBC
| Q4 25 | $7.8M | $67.4M | ||
| Q3 25 | $-16.8M | $60.0M | ||
| Q2 25 | $-22.1M | $68.5M | ||
| Q1 25 | $-11.2M | $72.7M | ||
| Q4 24 | $-37.8M | $57.9M | ||
| Q3 24 | $-49.6M | $54.2M | ||
| Q2 24 | $-56.3M | $61.4M | ||
| Q1 24 | $-113.4M | — |
毛利率IOTRBC
| Q4 25 | 76.7% | 44.3% | ||
| Q3 25 | 76.9% | 44.1% | ||
| Q2 25 | 77.3% | 44.8% | ||
| Q1 25 | 76.8% | 44.2% | ||
| Q4 24 | 76.4% | 44.3% | ||
| Q3 24 | 75.6% | 43.7% | ||
| Q2 24 | 75.6% | 45.3% | ||
| Q1 24 | 75.0% | 43.1% |
营业利润率IOTRBC
| Q4 25 | -0.4% | 22.3% | ||
| Q3 25 | -6.8% | 21.5% | ||
| Q2 25 | -9.1% | 23.2% | ||
| Q1 25 | -5.3% | 23.0% | ||
| Q4 24 | -14.7% | 21.7% | ||
| Q3 24 | -19.4% | 21.6% | ||
| Q2 24 | -23.5% | 24.0% | ||
| Q1 24 | -44.5% | 22.8% |
净利率IOTRBC
| Q4 25 | 1.9% | 14.6% | ||
| Q3 25 | -4.3% | 13.2% | ||
| Q2 25 | -6.0% | 15.7% | ||
| Q1 25 | -3.2% | 16.6% | ||
| Q4 24 | -11.7% | 14.7% | ||
| Q3 24 | -16.5% | 13.6% | ||
| Q2 24 | -20.1% | 15.1% | ||
| Q1 24 | -41.0% | — |
每股收益（稀释后）IOTRBC
| Q4 25 | $0.01 | $2.13 | ||
| Q3 25 | $-0.03 | $1.90 | ||
| Q2 25 | $-0.04 | $2.17 | ||
| Q1 25 | $-0.02 | $2.33 | ||
| Q4 24 | $-0.07 | $1.82 | ||
| Q3 24 | $-0.09 | $1.65 | ||
| Q2 24 | $-0.10 | $1.90 | ||
| Q1 24 | $-0.22 | $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 | $275.1M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $2.3B | $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IOTRBC
| Q4 25 | $275.1M | $107.6M | ||
| Q3 25 | $258.5M | $91.2M | ||
| Q2 25 | $259.0M | $132.9M | ||
| Q1 25 | $227.6M | $36.8M | ||
| Q4 24 | $160.3M | — | ||
| Q3 24 | $159.3M | — | ||
| Q2 24 | $162.5M | $76.8M | ||
| Q1 24 | $135.5M | $63.5M |
总债务IOTRBC
| 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IOTRBC
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.1B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $999.1M | $2.9B | ||
| Q3 24 | $964.7M | $2.9B | ||
| Q2 24 | $923.9M | $2.8B | ||
| Q1 24 | $915.1M | $2.8B |
总资产IOTRBC
| Q4 25 | $2.3B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.0B | $4.7B | ||
| Q4 24 | $1.9B | $4.7B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.7B | $4.7B | ||
| Q1 24 | $1.7B | $4.7B |
负债/权益比IOTRBC
| 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 | $63.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 13.4% | 21.5% |
| 资本支出强度资本支出/营收 | 1.9% | 5.0% |
| 现金转化率经营现金流/净利润 | 8.20× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $194.2M | — |
8季度趋势，按日历期对齐
经营现金流IOTRBC
| Q4 25 | $63.7M | $122.1M | ||
| Q3 25 | $50.2M | $88.4M | ||
| Q2 25 | $52.6M | $120.0M | ||
| Q1 25 | $53.9M | — | ||
| Q4 24 | $36.0M | $84.0M | ||
| Q3 24 | $18.1M | — | ||
| Q2 24 | $23.7M | $97.4M | ||
| Q1 24 | $-41.9M | — |
自由现金流IOTRBC
| Q4 25 | $55.8M | $99.1M | ||
| Q3 25 | $44.2M | $71.7M | ||
| Q2 25 | $45.7M | $104.3M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $31.2M | $73.6M | ||
| Q3 24 | $13.1M | — | ||
| Q2 24 | $18.6M | $88.4M | ||
| Q1 24 | $-44.0M | — |
自由现金流率IOTRBC
| Q4 25 | 13.4% | 21.5% | ||
| Q3 25 | 11.3% | 15.7% | ||
| Q2 25 | 12.5% | 23.9% | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 9.7% | 18.7% | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 6.6% | 21.8% | ||
| Q1 24 | -15.9% | — |
资本支出强度IOTRBC
| Q4 25 | 1.9% | 5.0% | ||
| Q3 25 | 1.5% | 3.7% | ||
| Q2 25 | 1.9% | 3.6% | ||
| Q1 25 | 1.5% | 3.2% | ||
| Q4 24 | 1.5% | 2.6% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 1.8% | 2.2% | ||
| Q1 24 | 0.8% | — |
现金转化率IOTRBC
| Q4 25 | 8.20× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| 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
IOT
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
