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NNN REIT, INC.（NNN）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NNN REIT, INC.的1.9倍（$461.6M vs $240.4M），NNN REIT, INC.净利率更高（39.1% vs 14.6%，领先24.5%），RBC Bearings INC同比增速更快（17.0% vs 4.1%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 5.3%）
NNN REIT是一家专业房地产投资信托机构，主要投资附带长期三净租约的餐饮类物业，交易多采用售后回租模式。公司注册地为美国马里兰州，总部位于佛罗里达州奥兰多市。
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。
NNN vs RBC — 直观对比
营收规模更大
RBC
是对方的1.9倍
$240.4M
营收增速更快
RBC
高出12.9%
4.1%
净利率更高
NNN
高出24.5%
14.6%
两年增速更快
RBC
近两年复合增速
5.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $240.4M | $461.6M |
| 净利润 | $94.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 61.0% | 22.3% |
| 净利率 | 39.1% | 14.6% |
| 营收同比 | 4.1% | 17.0% |
| 净利润同比 | -2.6% | 16.4% |
| 每股收益（稀释后） | $0.50 | $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NNNRBC
| Q1 26 | $240.4M | — | ||
| Q4 25 | $238.4M | $461.6M | ||
| Q3 25 | $230.2M | $455.3M | ||
| Q2 25 | $226.8M | $436.0M | ||
| Q1 25 | $230.9M | $437.7M | ||
| Q4 24 | $218.5M | $394.4M | ||
| Q3 24 | $218.6M | $397.9M | ||
| Q2 24 | $216.8M | $406.3M |
净利润NNNRBC
| Q1 26 | $94.0M | — | ||
| Q4 25 | $96.0M | $67.4M | ||
| Q3 25 | $96.8M | $60.0M | ||
| Q2 25 | $100.5M | $68.5M | ||
| Q1 25 | $96.5M | $72.7M | ||
| Q4 24 | $97.9M | $57.9M | ||
| Q3 24 | $97.9M | $54.2M | ||
| Q2 24 | $106.7M | $61.4M |
毛利率NNNRBC
| 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NNNRBC
| Q1 26 | 61.0% | — | ||
| Q4 25 | 62.3% | 22.3% | ||
| Q3 25 | 64.0% | 21.5% | ||
| Q2 25 | 66.0% | 23.2% | ||
| Q1 25 | 62.3% | 23.0% | ||
| Q4 24 | 65.8% | 21.7% | ||
| Q3 24 | 65.7% | 21.6% | ||
| Q2 24 | 70.2% | 24.0% |
净利率NNNRBC
| Q1 26 | 39.1% | — | ||
| Q4 25 | 40.2% | 14.6% | ||
| Q3 25 | 42.1% | 13.2% | ||
| Q2 25 | 44.3% | 15.7% | ||
| Q1 25 | 41.8% | 16.6% | ||
| Q4 24 | 44.8% | 14.7% | ||
| Q3 24 | 44.8% | 13.6% | ||
| Q2 24 | 49.2% | 15.1% |
每股收益（稀释后）NNNRBC
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.51 | $2.13 | ||
| Q3 25 | $0.51 | $1.90 | ||
| Q2 25 | $0.54 | $2.17 | ||
| Q1 25 | $0.51 | $2.33 | ||
| Q4 24 | $0.52 | $1.82 | ||
| Q3 24 | $0.53 | $1.65 | ||
| Q2 24 | $0.58 | $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 | $4.6M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $4.4B | $3.3B |
| 总资产 | $9.4B | $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NNNRBC
| Q1 26 | $4.6M | — | ||
| Q4 25 | $5.0M | $107.6M | ||
| Q3 25 | $157.9M | $91.2M | ||
| Q2 25 | $6.0M | $132.9M | ||
| Q1 25 | $5.1M | $36.8M | ||
| Q4 24 | $8.7M | — | ||
| Q3 24 | $173.5M | — | ||
| Q2 24 | $2.1M | $76.8M |
总债务NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NNNRBC
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.4B | $3.3B | ||
| Q3 25 | $4.4B | $3.2B | ||
| Q2 25 | $4.4B | $3.1B | ||
| Q1 25 | $4.4B | $3.0B | ||
| Q4 24 | $4.4B | $2.9B | ||
| Q3 24 | $4.4B | $2.9B | ||
| Q2 24 | $4.2B | $2.8B |
总资产NNNRBC
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.4B | $5.1B | ||
| Q3 25 | $9.5B | $5.1B | ||
| Q2 25 | $9.1B | $4.8B | ||
| Q1 25 | $9.0B | $4.7B | ||
| Q4 24 | $8.9B | $4.7B | ||
| Q3 24 | $8.9B | $4.7B | ||
| Q2 24 | $8.7B | $4.7B |
负债/权益比NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | 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NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | $667.1M | $122.1M | ||
| Q3 25 | $218.3M | $88.4M | ||
| Q2 25 | $119.4M | $120.0M | ||
| Q1 25 | $203.3M | — | ||
| Q4 24 | $635.5M | $84.0M | ||
| Q3 24 | $206.6M | — | ||
| Q2 24 | $120.5M | $97.4M |
自由现金流NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M |
自由现金流率NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% |
资本支出强度NNNRBC
| Q1 26 | — | — | ||
| 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% |
现金转化率NNNRBC
| Q1 26 | — | — | ||
| Q4 25 | 6.95× | 1.81× | ||
| Q3 25 | 2.25× | 1.47× | ||
| Q2 25 | 1.19× | 1.75× | ||
| Q1 25 | 2.11× | — | ||
| Q4 24 | 6.49× | 1.45× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 1.13× | 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
NNN
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
