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MONRO, INC.（MNRO）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MONRO, INC.的1.6倍（$461.6M vs $293.4M），RBC Bearings INC净利率更高（14.6% vs 3.8%，领先10.8%），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 $9.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -2.7%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
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。
MNRO vs RBC — 直观对比
营收规模更大
RBC
是对方的1.6倍
$293.4M
营收增速更快
RBC
高出21.1%
-4.0%
净利率更高
RBC
高出10.8%
3.8%
自由现金流更多
RBC
多$90.0M
$9.1M
两年增速更快
RBC
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $461.6M |
| 净利润 | $11.1M | $67.4M |
| 毛利率 | 34.9% | 44.3% |
| 营业利润率 | 6.3% | 22.3% |
| 净利率 | 3.8% | 14.6% |
| 营收同比 | -4.0% | 17.0% |
| 净利润同比 | 143.1% | 16.4% |
| 每股收益（稀释后） | $0.35 | $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MNRORBC
| Q4 25 | $293.4M | $461.6M | ||
| Q3 25 | $288.9M | $455.3M | ||
| Q2 25 | $301.0M | $436.0M | ||
| Q1 25 | $295.0M | $437.7M | ||
| Q4 24 | $305.8M | $394.4M | ||
| Q3 24 | $301.4M | $397.9M | ||
| Q2 24 | $293.2M | $406.3M | ||
| Q1 24 | $310.1M | $413.7M |
净利润MNRORBC
| Q4 25 | $11.1M | $67.4M | ||
| Q3 25 | $5.7M | $60.0M | ||
| Q2 25 | $-8.1M | $68.5M | ||
| Q1 25 | $-21.3M | $72.7M | ||
| Q4 24 | $4.6M | $57.9M | ||
| Q3 24 | $5.6M | $54.2M | ||
| Q2 24 | $5.9M | $61.4M | ||
| Q1 24 | $3.7M | — |
毛利率MNRORBC
| Q4 25 | 34.9% | 44.3% | ||
| Q3 25 | 35.7% | 44.1% | ||
| Q2 25 | 35.5% | 44.8% | ||
| Q1 25 | 33.0% | 44.2% | ||
| Q4 24 | 34.3% | 44.3% | ||
| Q3 24 | 35.3% | 43.7% | ||
| Q2 24 | 37.2% | 45.3% | ||
| Q1 24 | 35.5% | 43.1% |
营业利润率MNRORBC
| Q4 25 | 6.3% | 22.3% | ||
| Q3 25 | 4.4% | 21.5% | ||
| Q2 25 | -2.0% | 23.2% | ||
| Q1 25 | -8.1% | 23.0% | ||
| Q4 24 | 3.3% | 21.7% | ||
| Q3 24 | 4.4% | 21.6% | ||
| Q2 24 | 4.5% | 24.0% | ||
| Q1 24 | 3.3% | 22.8% |
净利率MNRORBC
| Q4 25 | 3.8% | 14.6% | ||
| Q3 25 | 2.0% | 13.2% | ||
| Q2 25 | -2.7% | 15.7% | ||
| Q1 25 | -7.2% | 16.6% | ||
| Q4 24 | 1.5% | 14.7% | ||
| Q3 24 | 1.9% | 13.6% | ||
| Q2 24 | 2.0% | 15.1% | ||
| Q1 24 | 1.2% | — |
每股收益（稀释后）MNRORBC
| Q4 25 | $0.35 | $2.13 | ||
| Q3 25 | $0.18 | $1.90 | ||
| Q2 25 | $-0.28 | $2.17 | ||
| Q1 25 | $-0.74 | $2.33 | ||
| Q4 24 | $0.15 | $1.82 | ||
| Q3 24 | $0.18 | $1.65 | ||
| Q2 24 | $0.19 | $1.90 | ||
| Q1 24 | $0.12 | $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 | $4.9M | $107.6M |
| 总债务越低越好 | $45.0M | $990.2M |
| 股东权益账面价值 | $604.9M | $3.3B |
| 总资产 | $1.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.07× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资MNRORBC
| Q4 25 | $4.9M | $107.6M | ||
| Q3 25 | $10.5M | $91.2M | ||
| Q2 25 | $7.8M | $132.9M | ||
| Q1 25 | $20.8M | $36.8M | ||
| Q4 24 | $10.2M | — | ||
| Q3 24 | $20.9M | — | ||
| Q2 24 | $18.7M | $76.8M | ||
| Q1 24 | $6.6M | $63.5M |
总债务MNRORBC
| Q4 25 | $45.0M | $990.2M | ||
| Q3 25 | $60.0M | $1.1B | ||
| Q2 25 | $71.5M | $915.6M | ||
| Q1 25 | $61.3M | $920.1M | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | $1.2B |
股东权益MNRORBC
| Q4 25 | $604.9M | $3.3B | ||
| Q3 25 | $601.7M | $3.2B | ||
| Q2 25 | $604.9M | $3.1B | ||
| Q1 25 | $620.8M | $3.0B | ||
| Q4 24 | $648.9M | $2.9B | ||
| Q3 24 | $651.9M | $2.9B | ||
| Q2 24 | $654.4M | $2.8B | ||
| Q1 24 | $656.8M | $2.8B |
总资产MNRORBC
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $4.8B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $1.7B | $4.7B | ||
| Q3 24 | $1.7B | $4.7B | ||
| Q2 24 | $1.7B | $4.7B | ||
| Q1 24 | $1.7B | $4.7B |
负债/权益比MNRORBC
| Q4 25 | 0.07× | 0.30× | ||
| Q3 25 | 0.10× | 0.34× | ||
| Q2 25 | 0.12× | 0.29× | ||
| Q1 25 | 0.10× | 0.30× | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.16× | 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 | $17.8M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $99.1M |
| 自由现金流率自由现金流/营收 | 3.1% | 21.5% |
| 资本支出强度资本支出/营收 | 3.0% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.60× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $49.6M | — |
8季度趋势，按日历期对齐
经营现金流MNRORBC
| Q4 25 | $17.8M | $122.1M | ||
| Q3 25 | $32.3M | $88.4M | ||
| Q2 25 | $-1.9M | $120.0M | ||
| Q1 25 | $28.9M | — | ||
| Q4 24 | $14.8M | $84.0M | ||
| Q3 24 | $62.6M | — | ||
| Q2 24 | $25.6M | $97.4M | ||
| Q1 24 | $-5.3M | — |
自由现金流MNRORBC
| Q4 25 | $9.1M | $99.1M | ||
| Q3 25 | $26.6M | $71.7M | ||
| Q2 25 | $-9.3M | $104.3M | ||
| Q1 25 | $23.2M | — | ||
| Q4 24 | $7.9M | $73.6M | ||
| Q3 24 | $57.6M | — | ||
| Q2 24 | $16.8M | $88.4M | ||
| Q1 24 | $-11.9M | — |
自由现金流率MNRORBC
| Q4 25 | 3.1% | 21.5% | ||
| Q3 25 | 9.2% | 15.7% | ||
| Q2 25 | -3.1% | 23.9% | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 2.6% | 18.7% | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 5.7% | 21.8% | ||
| Q1 24 | -3.8% | — |
资本支出强度MNRORBC
| Q4 25 | 3.0% | 5.0% | ||
| Q3 25 | 2.0% | 3.7% | ||
| Q2 25 | 2.5% | 3.6% | ||
| Q1 25 | 1.9% | 3.2% | ||
| Q4 24 | 2.2% | 2.6% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 3.0% | 2.2% | ||
| Q1 24 | 2.1% | — |
现金转化率MNRORBC
| Q4 25 | 1.60× | 1.81× | ||
| Q3 25 | 5.71× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | 1.45× | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | 1.59× | ||
| Q1 24 | -1.42× | — |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
