vs
Mister Car Wash, Inc.（MCW）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Mister Car Wash, Inc.的1.8倍（$461.6M vs $261.2M），RBC Bearings INC净利率更高（14.6% vs 7.7%，领先6.9%），RBC Bearings INC同比增速更快（17.0% vs 4.0%），RBC Bearings INC自由现金流更多（$99.1M vs $-16.8M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 4.5%）
棕熊洗车是总部位于美国华盛顿州的连锁洗车品牌，1957年在西雅图成立，截至2021年拥有49家门店，是美国排名第12位的大型洗车连锁企业，在当地洗车服务市场拥有较高的市场认可度。
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。
MCW vs RBC — 直观对比
营收规模更大
RBC
是对方的1.8倍
$261.2M
营收增速更快
RBC
高出13.0%
4.0%
净利率更高
RBC
高出6.9%
7.7%
自由现金流更多
RBC
多$115.9M
$-16.8M
两年增速更快
RBC
近两年复合增速
4.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.2M | $461.6M |
| 净利润 | $20.1M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 15.8% | 22.3% |
| 净利率 | 7.7% | 14.6% |
| 营收同比 | 4.0% | 17.0% |
| 净利润同比 | 118.9% | 16.4% |
| 每股收益（稀释后） | $0.06 | $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MCWRBC
| Q4 25 | $261.2M | $461.6M | ||
| Q3 25 | $263.4M | $455.3M | ||
| Q2 25 | $265.4M | $436.0M | ||
| Q1 25 | $261.7M | $437.7M | ||
| Q4 24 | $251.2M | $394.4M | ||
| Q3 24 | $249.3M | $397.9M | ||
| Q2 24 | $255.0M | $406.3M | ||
| Q1 24 | $239.2M | $413.7M |
净利润MCWRBC
| Q4 25 | $20.1M | $67.4M | ||
| Q3 25 | $27.4M | $60.0M | ||
| Q2 25 | $28.6M | $68.5M | ||
| Q1 25 | $27.0M | $72.7M | ||
| Q4 24 | $9.2M | $57.9M | ||
| Q3 24 | $22.3M | $54.2M | ||
| Q2 24 | $22.1M | $61.4M | ||
| Q1 24 | $16.6M | — |
毛利率MCWRBC
| 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% | ||
| Q1 24 | — | 43.1% |
营业利润率MCWRBC
| Q4 25 | 15.8% | 22.3% | ||
| Q3 25 | 19.7% | 21.5% | ||
| Q2 25 | 20.4% | 23.2% | ||
| Q1 25 | 20.2% | 23.0% | ||
| Q4 24 | 12.7% | 21.7% | ||
| Q3 24 | 19.9% | 21.6% | ||
| Q2 24 | 21.6% | 24.0% | ||
| Q1 24 | 17.8% | 22.8% |
净利率MCWRBC
| Q4 25 | 7.7% | 14.6% | ||
| Q3 25 | 10.4% | 13.2% | ||
| Q2 25 | 10.8% | 15.7% | ||
| Q1 25 | 10.3% | 16.6% | ||
| Q4 24 | 3.7% | 14.7% | ||
| Q3 24 | 9.0% | 13.6% | ||
| Q2 24 | 8.7% | 15.1% | ||
| Q1 24 | 7.0% | — |
每股收益（稀释后）MCWRBC
| Q4 25 | $0.06 | $2.13 | ||
| Q3 25 | $0.08 | $1.90 | ||
| Q2 25 | $0.09 | $2.17 | ||
| Q1 25 | $0.08 | $2.33 | ||
| Q4 24 | $0.02 | $1.82 | ||
| Q3 24 | $0.07 | $1.65 | ||
| Q2 24 | $0.07 | $1.90 | ||
| Q1 24 | $0.05 | $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 | $28.4M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.1B | $3.3B |
| 总资产 | $3.2B | $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MCWRBC
| Q4 25 | $28.4M | $107.6M | ||
| Q3 25 | $35.7M | $91.2M | ||
| Q2 25 | $26.4M | $132.9M | ||
| Q1 25 | $39.1M | $36.8M | ||
| Q4 24 | $67.5M | — | ||
| Q3 24 | $16.5M | — | ||
| Q2 24 | $3.6M | $76.8M | ||
| Q1 24 | $10.7M | $63.5M |
总债务MCWRBC
| 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MCWRBC
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.1B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | $998.4M | $2.9B | ||
| Q3 24 | $979.4M | $2.9B | ||
| Q2 24 | $949.4M | $2.8B | ||
| Q1 24 | $928.7M | $2.8B |
总资产MCWRBC
| Q4 25 | $3.2B | $5.1B | ||
| Q3 25 | $3.1B | $5.1B | ||
| Q2 25 | $3.1B | $4.8B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $3.1B | $4.7B | ||
| Q3 24 | $3.0B | $4.7B | ||
| Q2 24 | $3.0B | $4.7B | ||
| Q1 24 | $2.9B | $4.7B |
负债/权益比MCWRBC
| 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 | $60.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-16.8M | $99.1M |
| 自由现金流率自由现金流/营收 | -6.4% | 21.5% |
| 资本支出强度资本支出/营收 | 29.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.99× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $30.3M | — |
8季度趋势，按日历期对齐
经营现金流MCWRBC
| Q4 25 | $60.0M | $122.1M | ||
| Q3 25 | $91.4M | $88.4M | ||
| Q2 25 | $46.8M | $120.0M | ||
| Q1 25 | $87.5M | — | ||
| Q4 24 | $49.8M | $84.0M | ||
| Q3 24 | $80.0M | — | ||
| Q2 24 | $60.9M | $97.4M | ||
| Q1 24 | $58.0M | — |
自由现金流MCWRBC
| Q4 25 | $-16.8M | $99.1M | ||
| Q3 25 | $25.8M | $71.7M | ||
| Q2 25 | $-11.2M | $104.3M | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $-20.4M | $73.6M | ||
| Q3 24 | $-16.8M | — | ||
| Q2 24 | $-20.4M | $88.4M | ||
| Q1 24 | $-23.9M | — |
自由现金流率MCWRBC
| Q4 25 | -6.4% | 21.5% | ||
| Q3 25 | 9.8% | 15.7% | ||
| Q2 25 | -4.2% | 23.9% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | -8.1% | 18.7% | ||
| Q3 24 | -6.8% | — | ||
| Q2 24 | -8.0% | 21.8% | ||
| Q1 24 | -10.0% | — |
资本支出强度MCWRBC
| Q4 25 | 29.4% | 5.0% | ||
| Q3 25 | 24.9% | 3.7% | ||
| Q2 25 | 21.9% | 3.6% | ||
| Q1 25 | 21.1% | 3.2% | ||
| Q4 24 | 27.9% | 2.6% | ||
| Q3 24 | 38.8% | 4.1% | ||
| Q2 24 | 31.9% | 2.2% | ||
| Q1 24 | 34.2% | — |
现金转化率MCWRBC
| Q4 25 | 2.99× | 1.81× | ||
| Q3 25 | 3.33× | 1.47× | ||
| Q2 25 | 1.64× | 1.75× | ||
| Q1 25 | 3.24× | — | ||
| Q4 24 | 5.43× | 1.45× | ||
| Q3 24 | 3.58× | — | ||
| Q2 24 | 2.76× | 1.59× | ||
| Q1 24 | 3.49× | — |
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
MCW
| Transferred Over Time | $205.7M | 79% |
| Transferred At Point In Time | $55.2M | 21% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
