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Pediatrix Medical Group, Inc.（MD）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
Pediatrix Medical Group, Inc.的季度营收约是RBC Bearings INC的1.1倍（$493.8M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 6.8%，领先7.8%），RBC Bearings INC同比增速更快（17.0% vs -1.7%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -0.1%）
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
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。
MD vs RBC — 直观对比
营收规模更大
MD
是对方的1.1倍
$461.6M
营收增速更快
RBC
高出18.7%
-1.7%
净利率更高
RBC
高出7.8%
6.8%
两年增速更快
RBC
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $493.8M | $461.6M |
| 净利润 | $33.7M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 9.9% | 22.3% |
| 净利率 | 6.8% | 14.6% |
| 营收同比 | -1.7% | 17.0% |
| 净利润同比 | 10.5% | 16.4% |
| 每股收益（稀释后） | $0.40 | $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MDRBC
| Q4 25 | $493.8M | $461.6M | ||
| Q3 25 | $492.9M | $455.3M | ||
| Q2 25 | $468.8M | $436.0M | ||
| Q1 25 | $458.4M | $437.7M | ||
| Q4 24 | $502.4M | $394.4M | ||
| Q3 24 | $511.2M | $397.9M | ||
| Q2 24 | $504.3M | $406.3M | ||
| Q1 24 | $495.1M | $413.7M |
净利润MDRBC
| Q4 25 | $33.7M | $67.4M | ||
| Q3 25 | $71.7M | $60.0M | ||
| Q2 25 | $39.3M | $68.5M | ||
| Q1 25 | $20.7M | $72.7M | ||
| Q4 24 | $30.5M | $57.9M | ||
| Q3 24 | $19.4M | $54.2M | ||
| Q2 24 | $-153.0M | $61.4M | ||
| Q1 24 | $4.0M | — |
毛利率MDRBC
| 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MDRBC
| Q4 25 | 9.9% | 22.3% | ||
| Q3 25 | 13.8% | 21.5% | ||
| Q2 25 | 12.8% | 23.2% | ||
| Q1 25 | 7.0% | 23.0% | ||
| Q4 24 | 7.8% | 21.7% | ||
| Q3 24 | 6.6% | 21.6% | ||
| Q2 24 | -31.3% | 24.0% | ||
| Q1 24 | 3.2% | 22.8% |
净利率MDRBC
| Q4 25 | 6.8% | 14.6% | ||
| Q3 25 | 14.5% | 13.2% | ||
| Q2 25 | 8.4% | 15.7% | ||
| Q1 25 | 4.5% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 3.8% | 13.6% | ||
| Q2 24 | -30.3% | 15.1% | ||
| Q1 24 | 0.8% | — |
每股收益（稀释后）MDRBC
| Q4 25 | $0.40 | $2.13 | ||
| Q3 25 | $0.84 | $1.90 | ||
| Q2 25 | $0.46 | $2.17 | ||
| Q1 25 | $0.24 | $2.33 | ||
| Q4 24 | $0.37 | $1.82 | ||
| Q3 24 | $0.23 | $1.65 | ||
| Q2 24 | $-1.84 | $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 | $375.2M | $107.6M |
| 总债务越低越好 | $570.5M | $990.2M |
| 股东权益账面价值 | $865.9M | $3.3B |
| 总资产 | $2.2B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资MDRBC
| Q4 25 | $375.2M | $107.6M | ||
| Q3 25 | $340.1M | $91.2M | ||
| Q2 25 | $224.7M | $132.9M | ||
| Q1 25 | $99.0M | $36.8M | ||
| Q4 24 | $229.9M | — | ||
| Q3 24 | $103.8M | — | ||
| Q2 24 | $19.4M | $76.8M | ||
| Q1 24 | $8.0M | $63.5M |
总债务MDRBC
| Q4 25 | $570.5M | $990.2M | ||
| Q3 25 | $577.2M | $1.1B | ||
| Q2 25 | $583.9M | $915.6M | ||
| Q1 25 | $590.5M | $920.1M | ||
| Q4 24 | $597.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益MDRBC
| Q4 25 | $865.9M | $3.3B | ||
| Q3 25 | $890.7M | $3.2B | ||
| Q2 25 | $833.8M | $3.1B | ||
| Q1 25 | $789.2M | $3.0B | ||
| Q4 24 | $764.9M | $2.9B | ||
| Q3 24 | $732.5M | $2.9B | ||
| Q2 24 | $706.5M | $2.8B | ||
| Q1 24 | $856.2M | $2.8B |
总资产MDRBC
| Q4 25 | $2.2B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.0B | $4.7B | ||
| Q4 24 | $2.2B | $4.7B | ||
| Q3 24 | $2.1B | $4.7B | ||
| Q2 24 | $2.0B | $4.7B | ||
| Q1 24 | $2.2B | $4.7B |
负债/权益比MDRBC
| Q4 25 | 0.66× | 0.30× | ||
| Q3 25 | 0.65× | 0.34× | ||
| Q2 25 | 0.70× | 0.29× | ||
| Q1 25 | 0.75× | 0.30× | ||
| Q4 24 | 0.78× | — | ||
| 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 | $114.1M | $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 | 3.39× | 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MDRBC
| Q4 25 | $114.1M | $122.1M | ||
| Q3 25 | $137.3M | $88.4M | ||
| Q2 25 | $137.2M | $120.0M | ||
| Q1 25 | $-117.5M | — | ||
| Q4 24 | $133.0M | $84.0M | ||
| Q3 24 | $91.8M | — | ||
| Q2 24 | $107.0M | $97.4M | ||
| Q1 24 | $-125.2M | — |
自由现金流MDRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率MDRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度MDRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率MDRBC
| Q4 25 | 3.39× | 1.81× | ||
| Q3 25 | 1.91× | 1.47× | ||
| Q2 25 | 3.49× | 1.75× | ||
| Q1 25 | -5.66× | — | ||
| Q4 24 | 4.36× | 1.45× | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | -31.03× | — |
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
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
