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JELD-WEN Holding, Inc.（JELD）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
JELD-WEN Holding, Inc.的季度营收约是RBC Bearings INC的1.7倍（$802.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -5.2%，领先19.8%），RBC Bearings INC同比增速更快（17.0% vs -10.5%），RBC Bearings INC自由现金流更多（$99.1M vs $3.4M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -8.6%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
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。
JELD vs RBC — 直观对比
营收规模更大
JELD
是对方的1.7倍
$461.6M
营收增速更快
RBC
高出27.5%
-10.5%
净利率更高
RBC
高出19.8%
-5.2%
自由现金流更多
RBC
多$95.7M
$3.4M
两年增速更快
RBC
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $461.6M |
| 净利润 | $-41.9M | $67.4M |
| 毛利率 | 14.7% | 44.3% |
| 营业利润率 | -1.8% | 22.3% |
| 净利率 | -5.2% | 14.6% |
| 营收同比 | -10.5% | 17.0% |
| 净利润同比 | 38.7% | 16.4% |
| 每股收益（稀释后） | $-0.50 | $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JELDRBC
| Q4 25 | $802.0M | $461.6M | ||
| Q3 25 | $809.5M | $455.3M | ||
| Q2 25 | $823.7M | $436.0M | ||
| Q1 25 | $776.0M | $437.7M | ||
| Q4 24 | $895.7M | $394.4M | ||
| Q3 24 | $934.7M | $397.9M | ||
| Q2 24 | $986.0M | $406.3M | ||
| Q1 24 | $959.1M | $413.7M |
净利润JELDRBC
| Q4 25 | $-41.9M | $67.4M | ||
| Q3 25 | $-367.6M | $60.0M | ||
| Q2 25 | $-21.5M | $68.5M | ||
| Q1 25 | $-190.1M | $72.7M | ||
| Q4 24 | $-68.4M | $57.9M | ||
| Q3 24 | $-74.4M | $54.2M | ||
| Q2 24 | $-18.5M | $61.4M | ||
| Q1 24 | $-27.7M | — |
毛利率JELDRBC
| Q4 25 | 14.7% | 44.3% | ||
| Q3 25 | 17.4% | 44.1% | ||
| Q2 25 | 17.4% | 44.8% | ||
| Q1 25 | 14.4% | 44.2% | ||
| Q4 24 | 16.4% | 44.3% | ||
| Q3 24 | 19.2% | 43.7% | ||
| Q2 24 | 19.3% | 45.3% | ||
| Q1 24 | 18.0% | 43.1% |
营业利润率JELDRBC
| Q4 25 | -1.8% | 22.3% | ||
| Q3 25 | -25.0% | 21.5% | ||
| Q2 25 | -1.7% | 23.2% | ||
| Q1 25 | -23.8% | 23.0% | ||
| Q4 24 | -5.7% | 21.7% | ||
| Q3 24 | -5.6% | 21.6% | ||
| Q2 24 | 0.5% | 24.0% | ||
| Q1 24 | -2.9% | 22.8% |
净利率JELDRBC
| Q4 25 | -5.2% | 14.6% | ||
| Q3 25 | -45.4% | 13.2% | ||
| Q2 25 | -2.6% | 15.7% | ||
| Q1 25 | -24.5% | 16.6% | ||
| Q4 24 | -7.6% | 14.7% | ||
| Q3 24 | -8.0% | 13.6% | ||
| Q2 24 | -1.9% | 15.1% | ||
| Q1 24 | -2.9% | — |
每股收益（稀释后）JELDRBC
| Q4 25 | $-0.50 | $2.13 | ||
| Q3 25 | $-4.30 | $1.90 | ||
| Q2 25 | $-0.25 | $2.17 | ||
| Q1 25 | $-2.24 | $2.33 | ||
| Q4 24 | $-0.80 | $1.82 | ||
| Q3 24 | $-0.88 | $1.65 | ||
| Q2 24 | $-0.22 | $1.90 | ||
| Q1 24 | $-0.32 | $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 | $136.1M | $107.6M |
| 总债务越低越好 | $1.1B | $990.2M |
| 股东权益账面价值 | $92.2M | $3.3B |
| 总资产 | $2.1B | $5.1B |
| 负债/权益比越低杠杆越低 | 12.47× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资JELDRBC
| Q4 25 | $136.1M | $107.6M | ||
| Q3 25 | $106.7M | $91.2M | ||
| Q2 25 | $134.1M | $132.9M | ||
| Q1 25 | $132.5M | $36.8M | ||
| Q4 24 | $150.3M | — | ||
| Q3 24 | $208.5M | — | ||
| Q2 24 | $212.8M | $76.8M | ||
| Q1 24 | $234.5M | $63.5M |
总债务JELDRBC
| Q4 25 | $1.1B | $990.2M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $915.6M | ||
| Q1 25 | $1.2B | $920.1M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | $1.2B |
股东权益JELDRBC
| Q4 25 | $92.2M | $3.3B | ||
| Q3 25 | $113.9M | $3.2B | ||
| Q2 25 | $477.1M | $3.1B | ||
| Q1 25 | $452.1M | $3.0B | ||
| Q4 24 | $620.1M | $2.9B | ||
| Q3 24 | $720.3M | $2.9B | ||
| Q2 24 | $770.0M | $2.8B | ||
| Q1 24 | $811.5M | $2.8B |
总资产JELDRBC
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.4B | $4.7B | ||
| Q4 24 | $2.6B | $4.7B | ||
| Q3 24 | $2.8B | $4.7B | ||
| Q2 24 | $2.9B | $4.7B | ||
| Q1 24 | $2.9B | $4.7B |
负债/权益比JELDRBC
| Q4 25 | 12.47× | 0.30× | ||
| Q3 25 | 10.14× | 0.34× | ||
| Q2 25 | 2.42× | 0.29× | ||
| Q1 25 | 2.56× | 0.30× | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.46× | 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 | $32.8M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $99.1M |
| 自由现金流率自由现金流/营收 | 0.4% | 21.5% |
| 资本支出强度资本支出/营收 | 3.7% | 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 | $-124.6M | — |
8季度趋势，按日历期对齐
经营现金流JELDRBC
| Q4 25 | $32.8M | $122.1M | ||
| Q3 25 | $11.2M | $88.4M | ||
| Q2 25 | $34.6M | $120.0M | ||
| Q1 25 | $-83.5M | — | ||
| Q4 24 | $28.2M | $84.0M | ||
| Q3 24 | $37.6M | — | ||
| Q2 24 | $51.4M | $97.4M | ||
| Q1 24 | $-11.0M | — |
自由现金流JELDRBC
| Q4 25 | $3.4M | $99.1M | ||
| Q3 25 | $-13.1M | $71.7M | ||
| Q2 25 | $5.3M | $104.3M | ||
| Q1 25 | $-120.3M | — | ||
| Q4 24 | $-23.9M | $73.6M | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $14.7M | $88.4M | ||
| Q1 24 | $-42.2M | — |
自由现金流率JELDRBC
| Q4 25 | 0.4% | 21.5% | ||
| Q3 25 | -1.6% | 15.7% | ||
| Q2 25 | 0.6% | 23.9% | ||
| Q1 25 | -15.5% | — | ||
| Q4 24 | -2.7% | 18.7% | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 1.5% | 21.8% | ||
| Q1 24 | -4.4% | — |
资本支出强度JELDRBC
| Q4 25 | 3.7% | 5.0% | ||
| Q3 25 | 3.0% | 3.7% | ||
| Q2 25 | 3.6% | 3.6% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 5.8% | 2.6% | ||
| Q3 24 | 4.5% | 4.1% | ||
| Q2 24 | 3.7% | 2.2% | ||
| Q1 24 | 3.3% | — |
现金转化率JELDRBC
| Q4 25 | — | 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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
