vs
Enpro Inc.（NPO）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Enpro Inc.的1.6倍（$461.6M vs $295.4M），RBC Bearings INC净利率更高（14.6% vs -10.8%，领先25.4%），RBC Bearings INC同比增速更快（17.0% vs 14.3%），过去两年Enpro Inc.的营收复合增速更高（7.1% vs 5.6%）
Enpro是总部位于美国的工业技术企业，面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地，下设密封技术、先进表面技术及工程技术三大业务板块。
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。
NPO vs RBC — 直观对比
营收规模更大
RBC
是对方的1.6倍
$295.4M
营收增速更快
RBC
高出2.7%
14.3%
净利率更高
RBC
高出25.4%
-10.8%
两年增速更快
NPO
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $295.4M | $461.6M |
| 净利润 | $-32.0M | $67.4M |
| 毛利率 | 42.1% | 44.3% |
| 营业利润率 | 11.2% | 22.3% |
| 净利率 | -10.8% | 14.6% |
| 营收同比 | 14.3% | 17.0% |
| 净利润同比 | -330.2% | 16.4% |
| 每股收益（稀释后） | $-1.50 | $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NPORBC
| Q4 25 | $295.4M | $461.6M | ||
| Q3 25 | $286.6M | $455.3M | ||
| Q2 25 | $288.1M | $436.0M | ||
| Q1 25 | $273.2M | $437.7M | ||
| Q4 24 | $258.4M | $394.4M | ||
| Q3 24 | $260.9M | $397.9M | ||
| Q2 24 | $271.9M | $406.3M | ||
| Q1 24 | $257.5M | $413.7M |
净利润NPORBC
| Q4 25 | $-32.0M | $67.4M | ||
| Q3 25 | $21.6M | $60.0M | ||
| Q2 25 | $26.4M | $68.5M | ||
| Q1 25 | $24.5M | $72.7M | ||
| Q4 24 | $13.9M | $57.9M | ||
| Q3 24 | $19.8M | $54.2M | ||
| Q2 24 | $26.7M | $61.4M | ||
| Q1 24 | $12.5M | — |
毛利率NPORBC
| Q4 25 | 42.1% | 44.3% | ||
| Q3 25 | 41.9% | 44.1% | ||
| Q2 25 | 43.3% | 44.8% | ||
| Q1 25 | 43.3% | 44.2% | ||
| Q4 24 | 42.3% | 44.3% | ||
| Q3 24 | 42.3% | 43.7% | ||
| Q2 24 | 43.8% | 45.3% | ||
| Q1 24 | 41.2% | 43.1% |
营业利润率NPORBC
| Q4 25 | 11.2% | 22.3% | ||
| Q3 25 | 14.3% | 21.5% | ||
| Q2 25 | 15.9% | 23.2% | ||
| Q1 25 | 15.3% | 23.0% | ||
| Q4 24 | 12.5% | 21.7% | ||
| Q3 24 | 13.1% | 21.6% | ||
| Q2 24 | 17.7% | 24.0% | ||
| Q1 24 | 10.9% | 22.8% |
净利率NPORBC
| Q4 25 | -10.8% | 14.6% | ||
| Q3 25 | 7.5% | 13.2% | ||
| Q2 25 | 9.2% | 15.7% | ||
| Q1 25 | 9.0% | 16.6% | ||
| Q4 24 | 5.4% | 14.7% | ||
| Q3 24 | 7.6% | 13.6% | ||
| Q2 24 | 9.8% | 15.1% | ||
| Q1 24 | 4.9% | — |
每股收益（稀释后）NPORBC
| Q4 25 | $-1.50 | $2.13 | ||
| Q3 25 | $1.01 | $1.90 | ||
| Q2 25 | $1.25 | $2.17 | ||
| Q1 25 | $1.15 | $2.33 | ||
| Q4 24 | $0.65 | $1.82 | ||
| Q3 24 | $0.94 | $1.65 | ||
| Q2 24 | $1.27 | $1.90 | ||
| Q1 24 | $0.59 | $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 | $114.7M | $107.6M |
| 总债务越低越好 | $655.3M | $990.2M |
| 股东权益账面价值 | $1.5B | $3.3B |
| 总资产 | $2.7B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资NPORBC
| Q4 25 | $114.7M | $107.6M | ||
| Q3 25 | $132.9M | $91.2M | ||
| Q2 25 | $107.1M | $132.9M | ||
| Q1 25 | $240.3M | $36.8M | ||
| Q4 24 | $236.3M | — | ||
| Q3 24 | $206.9M | — | ||
| Q2 24 | $175.9M | $76.8M | ||
| Q1 24 | $163.9M | $63.5M |
总债务NPORBC
| Q4 25 | $655.3M | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $640.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $644.9M | $1.2B |
股东权益NPORBC
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $1.5B | $3.0B | ||
| Q4 24 | $1.4B | $2.9B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.4B | $2.8B |
总资产NPORBC
| Q4 25 | $2.7B | $5.1B | ||
| Q3 25 | $2.4B | $5.1B | ||
| Q2 25 | $2.4B | $4.8B | ||
| Q1 25 | $2.5B | $4.7B | ||
| Q4 24 | $2.5B | $4.7B | ||
| Q3 24 | $2.5B | $4.7B | ||
| Q2 24 | $2.5B | $4.7B | ||
| Q1 24 | $2.5B | $4.7B |
负债/权益比NPORBC
| Q4 25 | 0.42× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | 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 | — | $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 | 4.1% | 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NPORBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | $65.3M | $88.4M | ||
| Q2 25 | $52.2M | $120.0M | ||
| Q1 25 | $21.0M | — | ||
| Q4 24 | $59.4M | $84.0M | ||
| Q3 24 | $54.0M | — | ||
| Q2 24 | $43.2M | $97.4M | ||
| Q1 24 | $6.3M | — |
自由现金流NPORBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | $53.4M | $71.7M | ||
| Q2 25 | $42.3M | $104.3M | ||
| Q1 25 | $13.0M | — | ||
| Q4 24 | $49.1M | $73.6M | ||
| Q3 24 | $48.3M | — | ||
| Q2 24 | $38.3M | $88.4M | ||
| Q1 24 | $-1.9M | — |
自由现金流率NPORBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | 18.6% | 15.7% | ||
| Q2 25 | 14.7% | 23.9% | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 19.0% | 18.7% | ||
| Q3 24 | 18.5% | — | ||
| Q2 24 | 14.1% | 21.8% | ||
| Q1 24 | -0.7% | — |
资本支出强度NPORBC
| Q4 25 | 4.1% | 5.0% | ||
| Q3 25 | 4.2% | 3.7% | ||
| Q2 25 | 3.4% | 3.6% | ||
| Q1 25 | 2.9% | 3.2% | ||
| Q4 24 | 4.0% | 2.6% | ||
| Q3 24 | 2.2% | 4.1% | ||
| Q2 24 | 1.8% | 2.2% | ||
| Q1 24 | 3.2% | — |
现金转化率NPORBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 3.02× | 1.47× | ||
| Q2 25 | 1.98× | 1.75× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 4.27× | 1.45× | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 1.62× | 1.59× | ||
| Q1 24 | 0.50× | — |
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
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
