vs
MEDICAL PROPERTIES TRUST INC（MPW）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MEDICAL PROPERTIES TRUST INC的1.7倍（$461.6M vs $270.3M），RBC Bearings INC净利率更高（14.6% vs 6.5%，领先8.1%），RBC Bearings INC同比增速更快（17.0% vs 16.6%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -0.2%）
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
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。
MPW vs RBC — 直观对比
营收规模更大
RBC
是对方的1.7倍
$270.3M
营收增速更快
RBC
高出0.4%
16.6%
净利率更高
RBC
高出8.1%
6.5%
两年增速更快
RBC
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.3M | $461.6M |
| 净利润 | $17.6M | $67.4M |
| 毛利率 | 95.8% | 44.3% |
| 营业利润率 | 9.7% | 22.3% |
| 净利率 | 6.5% | 14.6% |
| 营收同比 | 16.6% | 17.0% |
| 净利润同比 | 104.3% | 16.4% |
| 每股收益（稀释后） | $0.03 | $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MPWRBC
| Q4 25 | $270.3M | $461.6M | ||
| Q3 25 | $237.5M | $455.3M | ||
| Q2 25 | $240.4M | $436.0M | ||
| Q1 25 | $223.8M | $437.7M | ||
| Q4 24 | $231.8M | $394.4M | ||
| Q3 24 | $225.8M | $397.9M | ||
| Q2 24 | $266.6M | $406.3M | ||
| Q1 24 | $271.3M | $413.7M |
净利润MPWRBC
| Q4 25 | $17.6M | $67.4M | ||
| Q3 25 | $-77.7M | $60.0M | ||
| Q2 25 | $-98.4M | $68.5M | ||
| Q1 25 | $-118.3M | $72.7M | ||
| Q4 24 | $-412.3M | $57.9M | ||
| Q3 24 | $-801.2M | $54.2M | ||
| Q2 24 | $-320.6M | $61.4M | ||
| Q1 24 | $-875.6M | — |
毛利率MPWRBC
| Q4 25 | 95.8% | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | 91.8% | 44.8% | ||
| Q1 25 | 63.6% | 44.2% | ||
| Q4 24 | 90.9% | 44.3% | ||
| Q3 24 | 96.5% | 43.7% | ||
| Q2 24 | 98.4% | 45.3% | ||
| Q1 24 | 84.9% | 43.1% |
营业利润率MPWRBC
| Q4 25 | 9.7% | 22.3% | ||
| Q3 25 | -28.0% | 21.5% | ||
| Q2 25 | -36.7% | 23.2% | ||
| Q1 25 | -48.5% | 23.0% | ||
| Q4 24 | -173.7% | 21.7% | ||
| Q3 24 | -350.7% | 21.6% | ||
| Q2 24 | -114.5% | 24.0% | ||
| Q1 24 | -318.6% | 22.8% |
净利率MPWRBC
| Q4 25 | 6.5% | 14.6% | ||
| Q3 25 | -32.7% | 13.2% | ||
| Q2 25 | -40.9% | 15.7% | ||
| Q1 25 | -52.8% | 16.6% | ||
| Q4 24 | -177.8% | 14.7% | ||
| Q3 24 | -354.8% | 13.6% | ||
| Q2 24 | -120.3% | 15.1% | ||
| Q1 24 | -322.7% | — |
每股收益（稀释后）MPWRBC
| Q4 25 | $0.03 | $2.13 | ||
| Q3 25 | $-0.13 | $1.90 | ||
| Q2 25 | $-0.16 | $2.17 | ||
| Q1 25 | $-0.20 | $2.33 | ||
| Q4 24 | $-0.68 | $1.82 | ||
| Q3 24 | $-1.34 | $1.65 | ||
| Q2 24 | $-0.54 | $1.90 | ||
| Q1 24 | $-1.46 | $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 | $540.9M | $107.6M |
| 总债务越低越好 | $9.7B | $990.2M |
| 股东权益账面价值 | $4.6B | $3.3B |
| 总资产 | $15.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 2.11× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资MPWRBC
| Q4 25 | $540.9M | $107.6M | ||
| Q3 25 | $396.6M | $91.2M | ||
| Q2 25 | $509.8M | $132.9M | ||
| Q1 25 | $673.5M | $36.8M | ||
| Q4 24 | $332.3M | — | ||
| Q3 24 | $275.6M | — | ||
| Q2 24 | $606.5M | $76.8M | ||
| Q1 24 | $224.3M | $63.5M |
总债务MPWRBC
| Q4 25 | $9.7B | $990.2M | ||
| Q3 25 | $9.6B | $1.1B | ||
| Q2 25 | $9.6B | $915.6M | ||
| Q1 25 | $9.5B | $920.1M | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $9.4B | — | ||
| Q1 24 | $10.1B | $1.2B |
股东权益MPWRBC
| Q4 25 | $4.6B | $3.3B | ||
| Q3 25 | $4.7B | $3.2B | ||
| Q2 25 | $4.8B | $3.1B | ||
| Q1 25 | $4.8B | $3.0B | ||
| Q4 24 | $4.8B | $2.9B | ||
| Q3 24 | $5.4B | $2.9B | ||
| Q2 24 | $6.2B | $2.8B | ||
| Q1 24 | $6.7B | $2.8B |
总资产MPWRBC
| Q4 25 | $15.0B | $5.1B | ||
| Q3 25 | $14.9B | $5.1B | ||
| Q2 25 | $15.2B | $4.8B | ||
| Q1 25 | $14.9B | $4.7B | ||
| Q4 24 | $14.3B | $4.7B | ||
| Q3 24 | $15.2B | $4.7B | ||
| Q2 24 | $16.2B | $4.7B | ||
| Q1 24 | $17.3B | $4.7B |
负债/权益比MPWRBC
| Q4 25 | 2.11× | 0.30× | ||
| Q3 25 | 2.06× | 0.34× | ||
| Q2 25 | 2.00× | 0.29× | ||
| Q1 25 | 1.99× | 0.30× | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.51× | — | ||
| Q1 24 | 1.51× | 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 | $230.8M | $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 | 13.11× | 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MPWRBC
| Q4 25 | $230.8M | $122.1M | ||
| Q3 25 | $18.6M | $88.4M | ||
| Q2 25 | $51.7M | $120.0M | ||
| Q1 25 | $384.0K | — | ||
| Q4 24 | $245.5M | $84.0M | ||
| Q3 24 | $59.2M | — | ||
| Q2 24 | $35.3M | $97.4M | ||
| Q1 24 | $74.3M | — |
自由现金流MPWRBC
| 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MPWRBC
| 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MPWRBC
| 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MPWRBC
| Q4 25 | 13.11× | 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
MPW
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
