vs
Mobileye Global Inc.（MBLY）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
Mobileye Global Inc.的季度营收约是RBC Bearings INC的1.2倍（$558.0M vs $461.6M），Mobileye Global Inc.同比增速更快（27.4% vs 17.0%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 5.6%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RBC — 直观对比
营收规模更大
MBLY
是对方的1.2倍
$461.6M
营收增速更快
MBLY
高出10.4%
17.0%
两年增速更快
MBLY
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 | — | $67.4M |
| 毛利率 | 49.3% | 44.3% |
| 营业利润率 | -647.5% | 22.3% |
| 净利率 | — | 14.6% |
| 营收同比 | 27.4% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | — | $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MBLYRBC
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $461.6M | ||
| Q3 25 | $504.0M | $455.3M | ||
| Q2 25 | $506.0M | $436.0M | ||
| Q1 25 | $438.0M | $437.7M | ||
| Q4 24 | $490.0M | $394.4M | ||
| Q3 24 | $486.0M | $397.9M | ||
| Q2 24 | $439.0M | $406.3M |
净利润MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $67.4M | ||
| Q3 25 | $-96.0M | $60.0M | ||
| Q2 25 | $-67.0M | $68.5M | ||
| Q1 25 | $-102.0M | $72.7M | ||
| Q4 24 | $-71.0M | $57.9M | ||
| Q3 24 | $-2.7B | $54.2M | ||
| Q2 24 | $-86.0M | $61.4M |
毛利率MBLYRBC
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 44.3% | ||
| Q3 25 | 48.2% | 44.1% | ||
| Q2 25 | 49.8% | 44.8% | ||
| Q1 25 | 47.3% | 44.2% | ||
| Q4 24 | 49.2% | 44.3% | ||
| Q3 24 | 48.8% | 43.7% | ||
| Q2 24 | 47.6% | 45.3% |
营业利润率MBLYRBC
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 22.3% | ||
| Q3 25 | -21.6% | 21.5% | ||
| Q2 25 | -14.6% | 23.2% | ||
| Q1 25 | -26.7% | 23.0% | ||
| Q4 24 | -17.6% | 21.7% | ||
| Q3 24 | -577.6% | 21.6% | ||
| Q2 24 | -21.4% | 24.0% |
净利率MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 14.6% | ||
| Q3 25 | -19.0% | 13.2% | ||
| Q2 25 | -13.2% | 15.7% | ||
| Q1 25 | -23.3% | 16.6% | ||
| Q4 24 | -14.5% | 14.7% | ||
| Q3 24 | -558.6% | 13.6% | ||
| Q2 24 | -19.6% | 15.1% |
每股收益（稀释后）MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $2.13 | ||
| Q3 25 | $-0.12 | $1.90 | ||
| Q2 25 | $-0.08 | $2.17 | ||
| Q1 25 | $-0.13 | $2.33 | ||
| Q4 24 | $-0.09 | $1.82 | ||
| Q3 24 | $-3.35 | $1.65 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $8.2B | $3.3B |
| 总资产 | $8.7B | $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MBLYRBC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $107.6M | ||
| Q3 25 | $1.7B | $91.2M | ||
| Q2 25 | $1.7B | $132.9M | ||
| Q1 25 | $1.5B | $36.8M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.2B | $76.8M |
总债务MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MBLYRBC
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $12.1B | $3.1B | ||
| Q1 25 | $12.0B | $3.0B | ||
| Q4 24 | $12.1B | $2.9B | ||
| Q3 24 | $12.1B | $2.9B | ||
| Q2 24 | $14.7B | $2.8B |
总资产MBLYRBC
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $5.1B | ||
| Q3 25 | $12.5B | $5.1B | ||
| Q2 25 | $12.6B | $4.8B | ||
| Q1 25 | $12.5B | $4.7B | ||
| Q4 24 | $12.6B | $4.7B | ||
| Q3 24 | $12.6B | $4.7B | ||
| Q2 24 | $15.3B | $4.7B |
负债/权益比MBLYRBC
| 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 | $75.0M | $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MBLYRBC
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $122.1M | ||
| Q3 25 | $167.0M | $88.4M | ||
| Q2 25 | $213.0M | $120.0M | ||
| Q1 25 | $109.0M | — | ||
| Q4 24 | $204.0M | $84.0M | ||
| Q3 24 | $126.0M | — | ||
| Q2 24 | $30.0M | $97.4M |
自由现金流MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $99.1M | ||
| Q3 25 | $143.0M | $71.7M | ||
| Q2 25 | $199.0M | $104.3M | ||
| Q1 25 | $95.0M | — | ||
| Q4 24 | $191.0M | $73.6M | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $6.0M | $88.4M |
自由现金流率MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 21.5% | ||
| Q3 25 | 28.4% | 15.7% | ||
| Q2 25 | 39.3% | 23.9% | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 39.0% | 18.7% | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 1.4% | 21.8% |
资本支出强度MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 5.0% | ||
| Q3 25 | 4.8% | 3.7% | ||
| Q2 25 | 2.8% | 3.6% | ||
| Q1 25 | 3.2% | 3.2% | ||
| Q4 24 | 2.7% | 2.6% | ||
| Q3 24 | 4.5% | 4.1% | ||
| Q2 24 | 5.5% | 2.2% |
现金转化率MBLYRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
MBLY
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
