vs
Kimco Realty（KIM）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
Kimco Realty的季度营收约是RBC Bearings INC的1.2倍（$558.0M vs $461.6M），Kimco Realty净利率更高（29.8% vs 14.6%，领先15.2%），RBC Bearings INC同比增速更快（17.0% vs 4.0%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 5.6%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
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。
KIM vs RBC — 直观对比
营收规模更大
KIM
是对方的1.2倍
$461.6M
营收增速更快
RBC
高出13.1%
4.0%
净利率更高
KIM
高出15.2%
14.6%
两年增速更快
RBC
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $461.6M |
| 净利润 | $166.3M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 37.2% | 22.3% |
| 净利率 | 29.8% | 14.6% |
| 营收同比 | 4.0% | 17.0% |
| 净利润同比 | 23.7% | 16.4% |
| 每股收益（稀释后） | $0.46 | $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KIMRBC
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $461.6M | ||
| Q3 25 | $535.9M | $455.3M | ||
| Q2 25 | $525.2M | $436.0M | ||
| Q1 25 | $536.6M | $437.7M | ||
| Q4 24 | $525.4M | $394.4M | ||
| Q3 24 | $507.6M | $397.9M | ||
| Q2 24 | $500.2M | $406.3M |
净利润KIMRBC
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $67.4M | ||
| Q3 25 | $137.8M | $60.0M | ||
| Q2 25 | $163.0M | $68.5M | ||
| Q1 25 | $132.8M | $72.7M | ||
| Q4 24 | $166.0M | $57.9M | ||
| Q3 24 | $136.0M | $54.2M | ||
| Q2 24 | $119.7M | $61.4M |
毛利率KIMRBC
| 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KIMRBC
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 22.3% | ||
| Q3 25 | 34.9% | 21.5% | ||
| Q2 25 | 39.2% | 23.2% | ||
| Q1 25 | 33.6% | 23.0% | ||
| Q4 24 | 31.7% | 21.7% | ||
| Q3 24 | 33.7% | 21.6% | ||
| Q2 24 | 32.1% | 24.0% |
净利率KIMRBC
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 14.6% | ||
| Q3 25 | 25.7% | 13.2% | ||
| Q2 25 | 31.0% | 15.7% | ||
| Q1 25 | 24.8% | 16.6% | ||
| Q4 24 | 31.6% | 14.7% | ||
| Q3 24 | 26.8% | 13.6% | ||
| Q2 24 | 23.9% | 15.1% |
每股收益（稀释后）KIMRBC
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $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 | — | $990.2M |
| 股东权益账面价值 | $10.4B | $3.3B |
| 总资产 | $19.6B | $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KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $107.6M | ||
| Q3 25 | $159.3M | $91.2M | ||
| Q2 25 | $226.6M | $132.9M | ||
| Q1 25 | $131.3M | $36.8M | ||
| Q4 24 | $688.6M | — | ||
| Q3 24 | $789.0M | — | ||
| Q2 24 | $126.4M | $76.8M |
总债务KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KIMRBC
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $3.3B | ||
| Q3 25 | $10.5B | $3.2B | ||
| Q2 25 | $10.5B | $3.1B | ||
| Q1 25 | $10.6B | $3.0B | ||
| Q4 24 | $10.7B | $2.9B | ||
| Q3 24 | $10.5B | $2.9B | ||
| Q2 24 | $10.6B | $2.8B |
总资产KIMRBC
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $5.1B | ||
| Q3 25 | $19.9B | $5.1B | ||
| Q2 25 | $19.8B | $4.8B | ||
| Q1 25 | $19.7B | $4.7B | ||
| Q4 24 | $20.3B | $4.7B | ||
| Q3 24 | $20.1B | $4.7B | ||
| Q2 24 | $19.5B | $4.7B |
负债/权益比KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 0.75× | — | ||
| 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $122.1M | ||
| Q3 25 | $332.4M | $88.4M | ||
| Q2 25 | $305.4M | $120.0M | ||
| Q1 25 | $223.8M | — | ||
| Q4 24 | $239.5M | $84.0M | ||
| Q3 24 | $295.9M | — | ||
| Q2 24 | $294.1M | $97.4M |
自由现金流KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M |
自由现金流率KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% |
资本支出强度KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 5.0% | ||
| Q3 25 | 0.0% | 3.7% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 3.4% | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% |
现金转化率KIMRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.81× | ||
| Q3 25 | 2.41× | 1.47× | ||
| Q2 25 | 1.87× | 1.75× | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | 1.45× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | 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
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
