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NEWMARKET CORP（NEU）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
NEWMARKET CORP的季度营收约是RBC Bearings INC的1.5倍（$669.7M vs $461.6M），NEWMARKET CORP净利率更高（17.6% vs 14.6%，领先3.0%），RBC Bearings INC同比增速更快（17.0% vs -4.5%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -2.9%）
Newmarket Corporation是美国上市企业，主营业务服务于石油添加剂行业，总部位于弗吉尼亚州里士满，业务布局覆盖北美、拉美、欧洲、中东及亚太地区，其前身为1887年成立的阿尔伯马尔造纸制造公司。
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。
NEU vs RBC — 直观对比
营收规模更大
NEU
是对方的1.5倍
$461.6M
营收增速更快
RBC
高出21.5%
-4.5%
净利率更高
NEU
高出3.0%
14.6%
两年增速更快
RBC
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $669.7M | $461.6M |
| 净利润 | $118.1M | $67.4M |
| 毛利率 | 33.0% | 44.3% |
| 营业利润率 | 21.4% | 22.3% |
| 净利率 | 17.6% | 14.6% |
| 营收同比 | -4.5% | 17.0% |
| 净利润同比 | -6.3% | 16.4% |
| 每股收益（稀释后） | $12.62 | $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NEURBC
| Q1 26 | $669.7M | — | ||
| Q4 25 | $635.4M | $461.6M | ||
| Q3 25 | $690.3M | $455.3M | ||
| Q2 25 | $698.5M | $436.0M | ||
| Q1 25 | $700.9M | $437.7M | ||
| Q4 24 | $654.6M | $394.4M | ||
| Q3 24 | $724.9M | $397.9M | ||
| Q2 24 | $710.2M | $406.3M |
净利润NEURBC
| Q1 26 | $118.1M | — | ||
| Q4 25 | $81.3M | $67.4M | ||
| Q3 25 | $100.3M | $60.0M | ||
| Q2 25 | $111.2M | $68.5M | ||
| Q1 25 | $125.9M | $72.7M | ||
| Q4 24 | $110.7M | $57.9M | ||
| Q3 24 | $132.3M | $54.2M | ||
| Q2 24 | $111.6M | $61.4M |
毛利率NEURBC
| Q1 26 | 33.0% | — | ||
| Q4 25 | 30.0% | 44.3% | ||
| Q3 25 | 30.4% | 44.1% | ||
| Q2 25 | 31.6% | 44.8% | ||
| Q1 25 | 33.7% | 44.2% | ||
| Q4 24 | 31.7% | 44.3% | ||
| Q3 24 | 33.6% | 43.7% | ||
| Q2 24 | 30.8% | 45.3% |
营业利润率NEURBC
| Q1 26 | 21.4% | — | ||
| Q4 25 | 17.3% | 22.3% | ||
| Q3 25 | 18.9% | 21.5% | ||
| Q2 25 | 20.5% | 23.2% | ||
| Q1 25 | 22.8% | 23.0% | ||
| Q4 24 | 20.3% | 21.7% | ||
| Q3 24 | 23.4% | 21.6% | ||
| Q2 24 | 20.7% | 24.0% |
净利率NEURBC
| Q1 26 | 17.6% | — | ||
| Q4 25 | 12.8% | 14.6% | ||
| Q3 25 | 14.5% | 13.2% | ||
| Q2 25 | 15.9% | 15.7% | ||
| Q1 25 | 18.0% | 16.6% | ||
| Q4 24 | 16.9% | 14.7% | ||
| Q3 24 | 18.3% | 13.6% | ||
| Q2 24 | 15.7% | 15.1% |
每股收益（稀释后）NEURBC
| Q1 26 | $12.62 | — | ||
| Q4 25 | $8.67 | $2.13 | ||
| Q3 25 | $10.67 | $1.90 | ||
| Q2 25 | $11.84 | $2.17 | ||
| Q1 25 | $13.26 | $2.33 | ||
| Q4 24 | $11.57 | $1.82 | ||
| Q3 24 | $13.79 | $1.65 | ||
| Q2 24 | $11.63 | $1.90 |
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 | $73.2M | $107.6M |
| 总债务越低越好 | $939.6M | $990.2M |
| 股东权益账面价值 | $1.7B | $3.3B |
| 总资产 | $3.5B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资NEURBC
| Q1 26 | $73.2M | — | ||
| Q4 25 | $77.6M | $107.6M | ||
| Q3 25 | $102.5M | $91.2M | ||
| Q2 25 | $70.3M | $132.9M | ||
| Q1 25 | $118.3M | $36.8M | ||
| Q4 24 | $77.5M | — | ||
| Q3 24 | $80.3M | — | ||
| Q2 24 | $87.6M | $76.8M |
总债务NEURBC
| Q1 26 | $939.6M | — | ||
| Q4 25 | $883.4M | $990.2M | ||
| Q3 25 | $783.1M | $1.1B | ||
| Q2 25 | $841.8M | $915.6M | ||
| Q1 25 | $990.6M | $920.1M | ||
| Q4 24 | $971.3M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
股东权益NEURBC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.5B | $3.0B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.2B | $2.8B |
总资产NEURBC
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $5.1B | ||
| Q3 25 | $3.2B | $5.1B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | $3.2B | $4.7B | ||
| Q4 24 | $3.1B | $4.7B | ||
| Q3 24 | $3.2B | $4.7B | ||
| Q2 24 | $3.2B | $4.7B |
负债/权益比NEURBC
| Q1 26 | 0.54× | — | ||
| Q4 25 | 0.50× | 0.30× | ||
| Q3 25 | 0.46× | 0.34× | ||
| Q2 25 | 0.52× | 0.29× | ||
| Q1 25 | 0.65× | 0.30× | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.95× | — |
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 | — | $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 | 3.6% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流NEURBC
| Q1 26 | — | — | ||
| Q4 25 | $145.2M | $122.1M | ||
| Q3 25 | $142.4M | $88.4M | ||
| Q2 25 | $161.1M | $120.0M | ||
| Q1 25 | $120.3M | — | ||
| Q4 24 | $185.2M | $84.0M | ||
| Q3 24 | $116.6M | — | ||
| Q2 24 | $115.0M | $97.4M |
自由现金流NEURBC
| Q1 26 | — | — | ||
| Q4 25 | $117.2M | $99.1M | ||
| Q3 25 | $122.1M | $71.7M | ||
| Q2 25 | $144.8M | $104.3M | ||
| Q1 25 | $107.3M | — | ||
| Q4 24 | $170.6M | $73.6M | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $100.0M | $88.4M |
自由现金流率NEURBC
| Q1 26 | — | — | ||
| Q4 25 | 18.4% | 21.5% | ||
| Q3 25 | 17.7% | 15.7% | ||
| Q2 25 | 20.7% | 23.9% | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | 26.1% | 18.7% | ||
| Q3 24 | 14.1% | — | ||
| Q2 24 | 14.1% | 21.8% |
资本支出强度NEURBC
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.4% | 5.0% | ||
| Q3 25 | 2.9% | 3.7% | ||
| Q2 25 | 2.3% | 3.6% | ||
| Q1 25 | 1.9% | 3.2% | ||
| Q4 24 | 2.2% | 2.6% | ||
| Q3 24 | 2.0% | 4.1% | ||
| Q2 24 | 2.1% | 2.2% |
现金转化率NEURBC
| Q1 26 | — | — | ||
| Q4 25 | 1.79× | 1.81× | ||
| Q3 25 | 1.42× | 1.47× | ||
| Q2 25 | 1.45× | 1.75× | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.67× | 1.45× | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 1.03× | 1.59× |
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
NEU
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
