vs
null（JACK）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null的1.3倍（$461.6M vs $349.5M），RBC Bearings INC净利率更高（14.6% vs -0.7%，领先15.3%），RBC Bearings INC同比增速更快（17.0% vs -25.5%），RBC Bearings INC自由现金流更多（$99.1M vs $7.3M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs RBC — 直观对比
营收规模更大
RBC
是对方的1.3倍
$349.5M
营收增速更快
RBC
高出42.6%
-25.5%
净利率更高
RBC
高出15.3%
-0.7%
自由现金流更多
RBC
多$91.8M
$7.3M
两年增速更快
RBC
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $461.6M |
| 净利润 | $-2.5M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 13.3% | 22.3% |
| 净利率 | -0.7% | 14.6% |
| 营收同比 | -25.5% | 17.0% |
| 净利润同比 | -107.3% | 16.4% |
| 每股收益（稀释后） | $-0.13 | $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JACKRBC
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $461.6M | ||
| Q3 25 | — | $455.3M | ||
| Q2 25 | $336.7M | $436.0M | ||
| Q1 25 | $371.1M | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | — | $397.9M | ||
| Q2 24 | $365.3M | $406.3M |
净利润JACKRBC
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $67.4M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $-142.2M | $68.5M | ||
| Q1 25 | $33.7M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | — | $54.2M | ||
| Q2 24 | $25.0M | $61.4M |
毛利率JACKRBC
| Q1 26 | — | — | ||
| 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% |
营业利润率JACKRBC
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | -46.7% | 23.2% | ||
| Q1 25 | 19.0% | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | 14.8% | 24.0% |
净利率JACKRBC
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | -42.2% | 15.7% | ||
| Q1 25 | 9.1% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 6.8% | 15.1% |
每股收益（稀释后）JACKRBC
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | $-7.47 | $2.17 | ||
| Q1 25 | $1.75 | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | $1.26 | $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 | — | $107.6M |
| 总债务越低越好 | $1.6B | $990.2M |
| 股东权益账面价值 | $-936.0M | $3.3B |
| 总资产 | $2.0B | $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JACKRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M |
总债务JACKRBC
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $1.7B | $915.6M | ||
| Q1 25 | $1.7B | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKRBC
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $-976.2M | $3.1B | ||
| Q1 25 | $-827.1M | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $-702.6M | $2.8B |
总资产JACKRBC
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.8B | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | $2.9B | $4.7B |
负债/权益比JACKRBC
| Q1 26 | — | — | ||
| 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 | $30.5M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $99.1M |
| 自由现金流率自由现金流/营收 | 2.1% | 21.5% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | — |
8季度趋势，按日历期对齐
经营现金流JACKRBC
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $122.1M | ||
| Q3 25 | — | $88.4M | ||
| Q2 25 | $-36.8M | $120.0M | ||
| Q1 25 | $105.7M | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | $16.7M | $97.4M |
自由现金流JACKRBC
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | $-63.2M | $104.3M | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.4M | $88.4M |
自由现金流率JACKRBC
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | -18.8% | 23.9% | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.8% | 21.8% |
资本支出强度JACKRBC
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | 7.9% | 3.6% | ||
| Q1 25 | 5.7% | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 2.8% | 2.2% |
现金转化率JACKRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
