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迈梭电子（MEI）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的季度营收约是迈梭电子的1.9倍（$461.6M vs $246.9M），RBC Bearings INC净利率更高（14.6% vs -4.0%，领先18.6%），RBC Bearings INC同比增速更快（17.0% vs -15.6%），RBC Bearings INC自由现金流更多（$99.1M vs $-11.6M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -2.5%）
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业，主要业务涵盖工程研发、生产制造与销售服务，目前在全球14个国家设有超过35个运营网点，全球员工总数约6500人。
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。
MEI vs RBC — 直观对比
营收规模更大
RBC
是对方的1.9倍
$246.9M
营收增速更快
RBC
高出32.7%
-15.6%
净利率更高
RBC
高出18.6%
-4.0%
自由现金流更多
RBC
多$110.7M
$-11.6M
两年增速更快
RBC
近两年复合增速
-2.5%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $246.9M | $461.6M |
| 净利润 | $-9.9M | $67.4M |
| 毛利率 | 19.3% | 44.3% |
| 营业利润率 | 1.2% | 22.3% |
| 净利率 | -4.0% | 14.6% |
| 营收同比 | -15.6% | 17.0% |
| 净利润同比 | -518.8% | 16.4% |
| 每股收益（稀释后） | $-0.28 | $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MEIRBC
| Q4 25 | $246.9M | $461.6M | ||
| Q3 25 | $240.5M | $455.3M | ||
| Q2 25 | $257.1M | $436.0M | ||
| Q1 25 | $239.9M | $437.7M | ||
| Q4 24 | $292.6M | $394.4M | ||
| Q3 24 | $258.5M | $397.9M | ||
| Q2 24 | $277.3M | $406.3M | ||
| Q1 24 | $259.5M | $413.7M |
净利润MEIRBC
| Q4 25 | $-9.9M | $67.4M | ||
| Q3 25 | $-10.3M | $60.0M | ||
| Q2 25 | $-28.3M | $68.5M | ||
| Q1 25 | $-14.4M | $72.7M | ||
| Q4 24 | $-1.6M | $57.9M | ||
| Q3 24 | $-18.3M | $54.2M | ||
| Q2 24 | $-57.3M | $61.4M | ||
| Q1 24 | $-11.6M | — |
毛利率MEIRBC
| Q4 25 | 19.3% | 44.3% | ||
| Q3 25 | 18.1% | 44.1% | ||
| Q2 25 | 7.6% | 44.8% | ||
| Q1 25 | 17.2% | 44.2% | ||
| Q4 24 | 19.8% | 44.3% | ||
| Q3 24 | 17.3% | 43.7% | ||
| Q2 24 | 12.8% | 45.3% | ||
| Q1 24 | 14.3% | 43.1% |
营业利润率MEIRBC
| Q4 25 | 1.2% | 22.3% | ||
| Q3 25 | 0.5% | 21.5% | ||
| Q2 25 | -9.2% | 23.2% | ||
| Q1 25 | -0.9% | 23.0% | ||
| Q4 24 | 3.2% | 21.7% | ||
| Q3 24 | -2.9% | 21.6% | ||
| Q2 24 | -22.2% | 24.0% | ||
| Q1 24 | -1.2% | 22.8% |
净利率MEIRBC
| Q4 25 | -4.0% | 14.6% | ||
| Q3 25 | -4.3% | 13.2% | ||
| Q2 25 | -11.0% | 15.7% | ||
| Q1 25 | -6.0% | 16.6% | ||
| Q4 24 | -0.5% | 14.7% | ||
| Q3 24 | -7.1% | 13.6% | ||
| Q2 24 | -20.7% | 15.1% | ||
| Q1 24 | -4.5% | — |
每股收益（稀释后）MEIRBC
| Q4 25 | $-0.28 | $2.13 | ||
| Q3 25 | $-0.29 | $1.90 | ||
| Q2 25 | $-0.79 | $2.17 | ||
| Q1 25 | $-0.41 | $2.33 | ||
| Q4 24 | $-0.05 | $1.82 | ||
| Q3 24 | $-0.52 | $1.65 | ||
| Q2 24 | $-1.62 | $1.90 | ||
| Q1 24 | $-0.33 | $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 | $118.5M | $107.6M |
| 总债务越低越好 | $332.5M | $990.2M |
| 股东权益账面价值 | $679.3M | $3.3B |
| 总资产 | $1.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资MEIRBC
| Q4 25 | $118.5M | $107.6M | ||
| Q3 25 | $121.1M | $91.2M | ||
| Q2 25 | $103.6M | $132.9M | ||
| Q1 25 | $103.8M | $36.8M | ||
| Q4 24 | $97.0M | — | ||
| Q3 24 | $111.3M | — | ||
| Q2 24 | $161.5M | $76.8M | ||
| Q1 24 | $122.9M | $63.5M |
总债务MEIRBC
| Q4 25 | $332.5M | $990.2M | ||
| Q3 25 | $323.4M | $1.1B | ||
| Q2 25 | $317.6M | $915.6M | ||
| Q1 25 | $327.9M | $920.1M | ||
| Q4 24 | $340.6M | — | ||
| Q3 24 | $296.0M | — | ||
| Q2 24 | $330.9M | — | ||
| Q1 24 | $331.3M | $1.2B |
股东权益MEIRBC
| Q4 25 | $679.3M | $3.3B | ||
| Q3 25 | $688.1M | $3.2B | ||
| Q2 25 | $693.3M | $3.1B | ||
| Q1 25 | $704.3M | $3.0B | ||
| Q4 24 | $738.3M | $2.9B | ||
| Q3 24 | $744.4M | $2.9B | ||
| Q2 24 | $766.0M | $2.8B | ||
| Q1 24 | $835.0M | $2.8B |
总资产MEIRBC
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.4B | $4.7B | ||
| Q3 24 | $1.4B | $4.7B | ||
| Q2 24 | $1.4B | $4.7B | ||
| Q1 24 | $1.5B | $4.7B |
负债/权益比MEIRBC
| Q4 25 | 0.49× | 0.30× | ||
| Q3 25 | 0.47× | 0.34× | ||
| Q2 25 | 0.46× | 0.29× | ||
| Q1 25 | 0.47× | 0.30× | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.40× | 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 | $-7.4M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-11.6M | $99.1M |
| 自由现金流率自由现金流/营收 | -4.7% | 21.5% |
| 资本支出强度资本支出/营收 | 1.7% | 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 | $52.3M | — |
8季度趋势，按日历期对齐
经营现金流MEIRBC
| Q4 25 | $-7.4M | $122.1M | ||
| Q3 25 | $25.1M | $88.4M | ||
| Q2 25 | $35.4M | $120.0M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $-48.0M | $84.0M | ||
| Q3 24 | $10.9M | — | ||
| Q2 24 | $24.9M | $97.4M | ||
| Q1 24 | $28.8M | — |
自由现金流MEIRBC
| Q4 25 | $-11.6M | $99.1M | ||
| Q3 25 | $18.0M | $71.7M | ||
| Q2 25 | $26.3M | $104.3M | ||
| Q1 25 | $19.6M | — | ||
| Q4 24 | $-58.4M | $73.6M | ||
| Q3 24 | $-2.7M | — | ||
| Q2 24 | $15.8M | $88.4M | ||
| Q1 24 | $12.2M | — |
自由现金流率MEIRBC
| Q4 25 | -4.7% | 21.5% | ||
| Q3 25 | 7.5% | 15.7% | ||
| Q2 25 | 10.2% | 23.9% | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | -20.0% | 18.7% | ||
| Q3 24 | -1.0% | — | ||
| Q2 24 | 5.7% | 21.8% | ||
| Q1 24 | 4.7% | — |
资本支出强度MEIRBC
| Q4 25 | 1.7% | 5.0% | ||
| Q3 25 | 3.0% | 3.7% | ||
| Q2 25 | 3.5% | 3.6% | ||
| Q1 25 | 3.5% | 3.2% | ||
| Q4 24 | 3.6% | 2.6% | ||
| Q3 24 | 5.3% | 4.1% | ||
| Q2 24 | 3.3% | 2.2% | ||
| Q1 24 | 6.4% | — |
现金转化率MEIRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| 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
MEI
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
