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NATIONAL FUEL GAS CO（NFG）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NATIONAL FUEL GAS CO的1.1倍（$461.6M vs $425.9M），NATIONAL FUEL GAS CO净利率更高（35.7% vs 14.6%，领先21.1%），RBC Bearings INC同比增速更快（17.0% vs 1.7%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（12.1% vs 5.6%）
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
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。
NFG vs RBC — 直观对比
营收规模更大
RBC
是对方的1.1倍
$425.9M
营收增速更快
RBC
高出15.3%
1.7%
净利率更高
NFG
高出21.1%
14.6%
两年增速更快
NFG
近两年复合增速
5.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $425.9M | $461.6M |
| 净利润 | $152.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 81.5% | 22.3% |
| 净利率 | 35.7% | 14.6% |
| 营收同比 | 1.7% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $1.59 | $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NFGRBC
| Q1 26 | $425.9M | — | ||
| Q4 25 | $637.9M | $461.6M | ||
| Q3 25 | $443.1M | $455.3M | ||
| Q2 25 | $527.4M | $436.0M | ||
| Q1 25 | $734.8M | $437.7M | ||
| Q4 24 | $513.8M | $394.4M | ||
| Q3 24 | $310.0M | $397.9M | ||
| Q2 24 | $338.6M | $406.3M |
净利润NFGRBC
| Q1 26 | $152.0M | — | ||
| Q4 25 | $181.6M | $67.4M | ||
| Q3 25 | $107.3M | $60.0M | ||
| Q2 25 | $149.8M | $68.5M | ||
| Q1 25 | $216.4M | $72.7M | ||
| Q4 24 | $45.0M | $57.9M | ||
| Q3 24 | $-167.6M | $54.2M | ||
| Q2 24 | $-54.2M | $61.4M |
毛利率NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | 86.6% | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | 94.7% | 44.8% | ||
| Q1 25 | 81.6% | 44.2% | ||
| Q4 24 | 87.3% | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 98.5% | 45.3% |
营业利润率NFGRBC
| Q1 26 | 81.5% | — | ||
| Q4 25 | 43.3% | 22.3% | ||
| Q3 25 | 40.6% | 21.5% | ||
| Q2 25 | 43.7% | 23.2% | ||
| Q1 25 | 43.2% | 23.0% | ||
| Q4 24 | 16.8% | 21.7% | ||
| Q3 24 | -63.4% | 21.6% | ||
| Q2 24 | -15.2% | 24.0% |
净利率NFGRBC
| Q1 26 | 35.7% | — | ||
| Q4 25 | 28.5% | 14.6% | ||
| Q3 25 | 24.2% | 13.2% | ||
| Q2 25 | 28.4% | 15.7% | ||
| Q1 25 | 29.4% | 16.6% | ||
| Q4 24 | 8.8% | 14.7% | ||
| Q3 24 | -54.1% | 13.6% | ||
| Q2 24 | -16.0% | 15.1% |
每股收益（稀释后）NFGRBC
| Q1 26 | $1.59 | — | ||
| Q4 25 | $1.98 | $2.13 | ||
| Q3 25 | $1.18 | $1.90 | ||
| Q2 25 | $1.64 | $2.17 | ||
| Q1 25 | $2.37 | $2.33 | ||
| Q4 24 | $0.49 | $1.82 | ||
| Q3 24 | $-1.81 | $1.65 | ||
| Q2 24 | $-0.59 | $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 | — | $107.6M |
| 总债务越低越好 | $300.0M | $990.2M |
| 股东权益账面价值 | — | $3.3B |
| 总资产 | $9.1B | $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NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | $271.4M | $107.6M | ||
| Q3 25 | $43.2M | $91.2M | ||
| Q2 25 | $39.3M | $132.9M | ||
| Q1 25 | $40.0M | $36.8M | ||
| Q4 24 | $48.7M | — | ||
| Q3 24 | $38.2M | — | ||
| Q2 24 | $81.4M | $76.8M |
总债务NFGRBC
| Q1 26 | $300.0M | — | ||
| Q4 25 | $2.7B | $990.2M | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.7B | $915.6M | ||
| Q1 25 | $2.7B | $920.1M | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.7B | — |
股东权益NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | $3.6B | $3.3B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.0B | $3.1B | ||
| Q1 25 | $2.8B | $3.0B | ||
| Q4 24 | $-76.2M | $2.9B | ||
| Q3 24 | $-15.5M | $2.9B | ||
| Q2 24 | $5.0M | $2.8B |
总资产NFGRBC
| Q1 26 | $9.1B | — | ||
| Q4 25 | $9.2B | $5.1B | ||
| Q3 25 | $8.7B | $5.1B | ||
| Q2 25 | $8.4B | $4.8B | ||
| Q1 25 | $8.5B | $4.7B | ||
| Q4 24 | $8.3B | $4.7B | ||
| Q3 24 | $8.3B | $4.7B | ||
| Q2 24 | $8.5B | $4.7B |
负债/权益比NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 0.30× | ||
| Q3 25 | 0.87× | 0.34× | ||
| Q2 25 | 0.90× | 0.29× | ||
| Q1 25 | 0.99× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 532.10× | — |
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 | $657.3M | $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 | 117.0% | 5.0% |
| 现金转化率经营现金流/净利润 | 4.32× | 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NFGRBC
| Q1 26 | $657.3M | — | ||
| Q4 25 | $274.9M | $122.1M | ||
| Q3 25 | $237.8M | $88.4M | ||
| Q2 25 | $388.4M | $120.0M | ||
| Q1 25 | $253.8M | — | ||
| Q4 24 | $220.1M | $84.0M | ||
| Q3 24 | $197.9M | — | ||
| Q2 24 | $281.8M | $97.4M |
自由现金流NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | $-2.7M | $99.1M | ||
| Q3 25 | $-47.8M | $71.7M | ||
| Q2 25 | $195.3M | $104.3M | ||
| Q1 25 | $59.9M | — | ||
| Q4 24 | $-20.3M | $73.6M | ||
| Q3 24 | $-49.1M | — | ||
| Q2 24 | $79.5M | $88.4M |
自由现金流率NFGRBC
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | 21.5% | ||
| Q3 25 | -10.8% | 15.7% | ||
| Q2 25 | 37.0% | 23.9% | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | -4.0% | 18.7% | ||
| Q3 24 | -15.8% | — | ||
| Q2 24 | 23.5% | 21.8% |
资本支出强度NFGRBC
| Q1 26 | 117.0% | — | ||
| Q4 25 | 43.5% | 5.0% | ||
| Q3 25 | 64.4% | 3.7% | ||
| Q2 25 | 36.6% | 3.6% | ||
| Q1 25 | 26.4% | 3.2% | ||
| Q4 24 | 46.8% | 2.6% | ||
| Q3 24 | 79.7% | 4.1% | ||
| Q2 24 | 59.7% | 2.2% |
现金转化率NFGRBC
| Q1 26 | 4.32× | — | ||
| Q4 25 | 1.51× | 1.81× | ||
| Q3 25 | 2.21× | 1.47× | ||
| Q2 25 | 2.59× | 1.75× | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 4.89× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
