vs
NEWMARK GROUP, INC.（NMRK）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
NEWMARK GROUP, INC.的季度营收约是RBC Bearings INC的1.8倍（$846.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 0.3%，领先14.3%），NEWMARK GROUP, INC.同比增速更快（27.2% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $-257.8M），过去两年NEWMARK GROUP, INC.的营收复合增速更高（26.7% vs 5.6%）
纽马克集团是一家总部位于纽约的全球性商业地产咨询及服务企业，旗下业务以Newmark品牌开展，在纳斯达克全球精选市场上市，股票代码为NMRK，为全球客户提供商业地产领域的多元专业服务。
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。
NMRK vs RBC — 直观对比
营收规模更大
NMRK
是对方的1.8倍
$461.6M
营收增速更快
NMRK
高出10.2%
17.0%
净利率更高
RBC
高出14.3%
0.3%
自由现金流更多
RBC
多$356.9M
$-257.8M
两年增速更快
NMRK
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $846.5M | $461.6M |
| 净利润 | $2.2M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 3.1% | 22.3% |
| 净利率 | 0.3% | 14.6% |
| 营收同比 | 27.2% | 17.0% |
| 净利润同比 | 130.6% | 16.4% |
| 每股收益（稀释后） | $0.08 | $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NMRKRBC
| Q1 26 | $846.5M | — | ||
| Q4 25 | $859.5M | $461.6M | ||
| Q3 25 | $715.0M | $455.3M | ||
| Q2 25 | $639.6M | $436.0M | ||
| Q1 25 | $556.2M | $437.7M | ||
| Q4 24 | $727.5M | $394.4M | ||
| Q3 24 | $568.0M | $397.9M | ||
| Q2 24 | $527.3M | $406.3M |
净利润NMRKRBC
| Q1 26 | $2.2M | — | ||
| Q4 25 | $68.0M | $67.4M | ||
| Q3 25 | $46.2M | $60.0M | ||
| Q2 25 | $20.8M | $68.5M | ||
| Q1 25 | $-8.8M | $72.7M | ||
| Q4 24 | $45.4M | $57.9M | ||
| Q3 24 | $17.8M | $54.2M | ||
| Q2 24 | $14.3M | $61.4M |
毛利率NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
营业利润率NMRKRBC
| Q1 26 | 3.1% | — | ||
| Q4 25 | 14.4% | 22.3% | ||
| Q3 25 | 11.9% | 21.5% | ||
| Q2 25 | 6.7% | 23.2% | ||
| Q1 25 | -3.1% | 23.0% | ||
| Q4 24 | 14.3% | 21.7% | ||
| Q3 24 | 7.2% | 21.6% | ||
| Q2 24 | 7.7% | 24.0% |
净利率NMRKRBC
| Q1 26 | 0.3% | — | ||
| Q4 25 | 7.9% | 14.6% | ||
| Q3 25 | 6.5% | 13.2% | ||
| Q2 25 | 3.3% | 15.7% | ||
| Q1 25 | -1.6% | 16.6% | ||
| Q4 24 | 6.2% | 14.7% | ||
| Q3 24 | 3.1% | 13.6% | ||
| Q2 24 | 2.7% | 15.1% |
每股收益（稀释后）NMRKRBC
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.37 | $2.13 | ||
| Q3 25 | $0.25 | $1.90 | ||
| Q2 25 | $0.11 | $2.17 | ||
| Q1 25 | $-0.05 | $2.33 | ||
| Q4 24 | $0.25 | $1.82 | ||
| Q3 24 | $0.10 | $1.65 | ||
| Q2 24 | $0.08 | $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 | $212.1M | $107.6M |
| 总债务越低越好 | $832.0M | $990.2M |
| 股东权益账面价值 | — | $3.3B |
| 总资产 | $5.3B | $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NMRKRBC
| Q1 26 | $212.1M | — | ||
| Q4 25 | $229.1M | $107.6M | ||
| Q3 25 | $224.1M | $91.2M | ||
| Q2 25 | $195.8M | $132.9M | ||
| Q1 25 | $157.1M | $36.8M | ||
| Q4 24 | $197.7M | — | ||
| Q3 24 | $178.6M | — | ||
| Q2 24 | $176.4M | $76.8M |
总债务NMRKRBC
| Q1 26 | $832.0M | — | ||
| Q4 25 | $671.7M | $990.2M | ||
| Q3 25 | $746.5M | $1.1B | ||
| Q2 25 | $871.2M | $915.6M | ||
| Q1 25 | $770.9M | $920.1M | ||
| Q4 24 | $670.7M | — | ||
| Q3 24 | $770.4M | — | ||
| Q2 24 | $745.2M | — |
股东权益NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $2.9B | ||
| Q2 24 | $1.2B | $2.8B |
总资产NMRKRBC
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.0B | $5.1B | ||
| Q3 25 | $5.5B | $5.1B | ||
| Q2 25 | $5.4B | $4.8B | ||
| Q1 25 | $4.8B | $4.7B | ||
| Q4 24 | $4.7B | $4.7B | ||
| Q3 24 | $5.0B | $4.7B | ||
| Q2 24 | $4.8B | $4.7B |
负债/权益比NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.30× | ||
| Q3 25 | 0.55× | 0.34× | ||
| Q2 25 | 0.68× | 0.29× | ||
| Q1 25 | 0.58× | 0.30× | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.62× | — |
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 | $-257.8M | $99.1M |
| 自由现金流率自由现金流/营收 | -30.5% | 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 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | $69.7M | — |
8季度趋势，按日历期对齐
经营现金流NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | $618.5M | $122.1M | ||
| Q3 25 | $112.6M | $88.4M | ||
| Q2 25 | $-379.7M | $120.0M | ||
| Q1 25 | $-179.4M | — | ||
| Q4 24 | $402.6M | $84.0M | ||
| Q3 24 | $-85.2M | — | ||
| Q2 24 | $-258.5M | $97.4M |
自由现金流NMRKRBC
| Q1 26 | $-257.8M | — | ||
| Q4 25 | $608.8M | $99.1M | ||
| Q3 25 | $104.9M | $71.7M | ||
| Q2 25 | $-386.2M | $104.3M | ||
| Q1 25 | $-184.8M | — | ||
| Q4 24 | $396.6M | $73.6M | ||
| Q3 24 | $-94.4M | — | ||
| Q2 24 | $-267.8M | $88.4M |
自由现金流率NMRKRBC
| Q1 26 | -30.5% | — | ||
| Q4 25 | 70.8% | 21.5% | ||
| Q3 25 | 14.7% | 15.7% | ||
| Q2 25 | -60.4% | 23.9% | ||
| Q1 25 | -33.2% | — | ||
| Q4 24 | 54.5% | 18.7% | ||
| Q3 24 | -16.6% | — | ||
| Q2 24 | -50.8% | 21.8% |
资本支出强度NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 5.0% | ||
| Q3 25 | 1.1% | 3.7% | ||
| Q2 25 | 1.0% | 3.6% | ||
| Q1 25 | 1.0% | 3.2% | ||
| Q4 24 | 0.8% | 2.6% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 1.8% | 2.2% |
现金转化率NMRKRBC
| Q1 26 | — | — | ||
| Q4 25 | 9.10× | 1.81× | ||
| Q3 25 | 2.44× | 1.47× | ||
| Q2 25 | -18.24× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.86× | 1.45× | ||
| Q3 24 | -4.79× | — | ||
| Q2 24 | -18.10× | 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
NMRK
| Management Services, Servicing Fees and Other | $344.0M | 41% |
| Capital Markets | $252.5M | 30% |
| Leasing and Other Commissions | $250.0M | 30% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
