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MongoDB, Inc.（MDB）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
MongoDB, Inc.的季度营收约是RBC Bearings INC的1.4倍（$628.3M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -0.3%，领先14.9%），MongoDB, Inc.同比增速更快（18.7% vs 17.0%），MongoDB, Inc.自由现金流更多（$141.8M vs $99.1M），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs 5.6%）
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
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。
MDB vs RBC — 直观对比
营收规模更大
MDB
是对方的1.4倍
$461.6M
营收增速更快
MDB
高出1.7%
17.0%
净利率更高
RBC
高出14.9%
-0.3%
自由现金流更多
MDB
多$42.7M
$99.1M
两年增速更快
MDB
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $461.6M |
| 净利润 | $-2.0M | $67.4M |
| 毛利率 | 71.5% | 44.3% |
| 营业利润率 | -2.9% | 22.3% |
| 净利率 | -0.3% | 14.6% |
| 营收同比 | 18.7% | 17.0% |
| 净利润同比 | 79.5% | 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MDBRBC
| Q4 25 | $628.3M | $461.6M | ||
| Q3 25 | $591.4M | $455.3M | ||
| Q2 25 | $549.0M | $436.0M | ||
| Q1 25 | $548.4M | $437.7M | ||
| Q4 24 | $529.4M | $394.4M | ||
| Q3 24 | $478.1M | $397.9M | ||
| Q2 24 | $450.6M | $406.3M | ||
| Q1 24 | $458.0M | $413.7M |
净利润MDBRBC
| Q4 25 | $-2.0M | $67.4M | ||
| Q3 25 | $-47.0M | $60.0M | ||
| Q2 25 | $-37.6M | $68.5M | ||
| Q1 25 | $15.8M | $72.7M | ||
| Q4 24 | $-9.8M | $57.9M | ||
| Q3 24 | $-54.5M | $54.2M | ||
| Q2 24 | $-80.6M | $61.4M | ||
| Q1 24 | $-55.5M | — |
毛利率MDBRBC
| Q4 25 | 71.5% | 44.3% | ||
| Q3 25 | 71.0% | 44.1% | ||
| Q2 25 | 71.2% | 44.8% | ||
| Q1 25 | 72.8% | 44.2% | ||
| Q4 24 | 74.4% | 44.3% | ||
| Q3 24 | 73.2% | 43.7% | ||
| Q2 24 | 72.8% | 45.3% | ||
| Q1 24 | 75.0% | 43.1% |
营业利润率MDBRBC
| Q4 25 | -2.9% | 22.3% | ||
| Q3 25 | -11.0% | 21.5% | ||
| Q2 25 | -9.8% | 23.2% | ||
| Q1 25 | -3.4% | 23.0% | ||
| Q4 24 | -5.3% | 21.7% | ||
| Q3 24 | -14.9% | 21.6% | ||
| Q2 24 | -21.8% | 24.0% | ||
| Q1 24 | -15.5% | 22.8% |
净利率MDBRBC
| Q4 25 | -0.3% | 14.6% | ||
| Q3 25 | -8.0% | 13.2% | ||
| Q2 25 | -6.9% | 15.7% | ||
| Q1 25 | 2.9% | 16.6% | ||
| Q4 24 | -1.8% | 14.7% | ||
| Q3 24 | -11.4% | 13.6% | ||
| Q2 24 | -17.9% | 15.1% | ||
| Q1 24 | -12.1% | — |
每股收益（稀释后）MDBRBC
| 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 | ||
| Q1 24 | — | $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 | $834.1M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.9B | $3.3B |
| 总资产 | $3.6B | $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MDBRBC
| Q4 25 | $834.1M | $107.6M | ||
| Q3 25 | $647.1M | $91.2M | ||
| Q2 25 | $657.8M | $132.9M | ||
| Q1 25 | $490.1M | $36.8M | ||
| Q4 24 | $673.1M | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $815.7M | $76.8M | ||
| Q1 24 | $803.0M | $63.5M |
总债务MDBRBC
| 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MDBRBC
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $3.0B | $3.1B | ||
| Q1 25 | $2.8B | $3.0B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.3B | $2.8B | ||
| Q1 24 | $1.1B | $2.8B |
总资产MDBRBC
| Q4 25 | $3.6B | $5.1B | ||
| Q3 25 | $3.5B | $5.1B | ||
| Q2 25 | $3.6B | $4.8B | ||
| Q1 25 | $3.4B | $4.7B | ||
| Q4 24 | $3.2B | $4.7B | ||
| Q3 24 | $3.1B | $4.7B | ||
| Q2 24 | $3.0B | $4.7B | ||
| Q1 24 | $2.9B | $4.7B |
负债/权益比MDBRBC
| 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 | $143.5M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 22.6% | 21.5% |
| 资本支出强度资本支出/营收 | 0.3% | 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 | $346.3M | — |
8季度趋势，按日历期对齐
经营现金流MDBRBC
| Q4 25 | $143.5M | $122.1M | ||
| Q3 25 | $72.1M | $88.4M | ||
| Q2 25 | $109.9M | $120.0M | ||
| Q1 25 | $50.5M | — | ||
| Q4 24 | $37.4M | $84.0M | ||
| Q3 24 | $-1.4M | — | ||
| Q2 24 | $63.6M | $97.4M | ||
| Q1 24 | $54.6M | — |
自由现金流MDBRBC
| Q4 25 | $141.8M | $99.1M | ||
| Q3 25 | $71.6M | $71.7M | ||
| Q2 25 | $108.3M | $104.3M | ||
| Q1 25 | $24.6M | — | ||
| Q4 24 | $35.5M | $73.6M | ||
| Q3 24 | $-2.4M | — | ||
| Q2 24 | $63.1M | $88.4M | ||
| Q1 24 | $51.9M | — |
自由现金流率MDBRBC
| Q4 25 | 22.6% | 21.5% | ||
| Q3 25 | 12.1% | 15.7% | ||
| Q2 25 | 19.7% | 23.9% | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 6.7% | 18.7% | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 14.0% | 21.8% | ||
| Q1 24 | 11.3% | — |
资本支出强度MDBRBC
| Q4 25 | 0.3% | 5.0% | ||
| Q3 25 | 0.1% | 3.7% | ||
| Q2 25 | 0.3% | 3.6% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 0.4% | 2.6% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 0.1% | 2.2% | ||
| Q1 24 | 0.6% | — |
现金转化率MDBRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.19× | — | ||
| 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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
