vs
Natera, Inc.（NTRA）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
Natera, Inc.的季度营收约是RBC Bearings INC的1.4倍（$665.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 7.1%，领先7.5%），Natera, Inc.同比增速更快（39.8% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $37.8M），过去两年Natera, Inc.的营收复合增速更高（34.5% vs 5.6%）
Natera是总部位于美国得克萨斯州奥斯汀的临床基因检测企业，主打无创游离DNA（cfDNA）检测技术，业务覆盖女性健康、肿瘤及器官健康三大核心赛道。其自研专利技术结合前沿分子生物学手段与生物信息学工具矩阵，可实现单管血液样本中低至单个分子级别的高灵敏度检测。
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。
NTRA vs RBC — 直观对比
营收规模更大
NTRA
是对方的1.4倍
$461.6M
营收增速更快
NTRA
高出22.8%
17.0%
净利率更高
RBC
高出7.5%
7.1%
自由现金流更多
RBC
多$61.3M
$37.8M
两年增速更快
NTRA
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $461.6M |
| 净利润 | $47.3M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | -3.4% | 22.3% |
| 净利率 | 7.1% | 14.6% |
| 营收同比 | 39.8% | 17.0% |
| 净利润同比 | 187.9% | 16.4% |
| 每股收益（稀释后） | $0.36 | $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NTRARBC
| Q4 25 | $665.5M | $461.6M | ||
| Q3 25 | $592.2M | $455.3M | ||
| Q2 25 | $546.6M | $436.0M | ||
| Q1 25 | $501.8M | $437.7M | ||
| Q4 24 | $476.1M | $394.4M | ||
| Q3 24 | $439.8M | $397.9M | ||
| Q2 24 | $413.4M | $406.3M | ||
| Q1 24 | $367.7M | $413.7M |
净利润NTRARBC
| Q4 25 | $47.3M | $67.4M | ||
| Q3 25 | $-87.5M | $60.0M | ||
| Q2 25 | $-100.9M | $68.5M | ||
| Q1 25 | $-66.9M | $72.7M | ||
| Q4 24 | $-53.8M | $57.9M | ||
| Q3 24 | $-31.6M | $54.2M | ||
| Q2 24 | $-37.5M | $61.4M | ||
| Q1 24 | $-67.6M | — |
毛利率NTRARBC
| 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% | ||
| Q1 24 | — | 43.1% |
营业利润率NTRARBC
| Q4 25 | -3.4% | 22.3% | ||
| Q3 25 | -16.5% | 21.5% | ||
| Q2 25 | -20.2% | 23.2% | ||
| Q1 25 | -15.8% | 23.0% | ||
| Q4 24 | -13.6% | 21.7% | ||
| Q3 24 | -8.9% | 21.6% | ||
| Q2 24 | -10.6% | 24.0% | ||
| Q1 24 | -20.2% | 22.8% |
净利率NTRARBC
| Q4 25 | 7.1% | 14.6% | ||
| Q3 25 | -14.8% | 13.2% | ||
| Q2 25 | -18.5% | 15.7% | ||
| Q1 25 | -13.3% | 16.6% | ||
| Q4 24 | -11.3% | 14.7% | ||
| Q3 24 | -7.2% | 13.6% | ||
| Q2 24 | -9.1% | 15.1% | ||
| Q1 24 | -18.4% | — |
每股收益（稀释后）NTRARBC
| Q4 25 | $0.36 | $2.13 | ||
| Q3 25 | $-0.64 | $1.90 | ||
| Q2 25 | $-0.74 | $2.17 | ||
| Q1 25 | $-0.50 | $2.33 | ||
| Q4 24 | $-0.41 | $1.82 | ||
| Q3 24 | $-0.26 | $1.65 | ||
| Q2 24 | $-0.30 | $1.90 | ||
| Q1 24 | $-0.56 | $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 | — | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.7B | $3.3B |
| 总资产 | $2.4B | $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NTRARBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | $1.0M | $91.2M | ||
| Q2 25 | $16.0M | $132.9M | ||
| Q1 25 | $17.8M | $36.8M | ||
| Q4 24 | $22.7M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $90.3M | $76.8M | ||
| Q1 24 | $69.1M | $63.5M |
总债务NTRARBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益NTRARBC
| Q4 25 | $1.7B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $878.5M | $2.9B | ||
| Q2 24 | $836.5M | $2.8B | ||
| Q1 24 | $794.1M | $2.8B |
总资产NTRARBC
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $1.8B | $5.1B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.7B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.5B | $4.7B | ||
| Q1 24 | $1.5B | $4.7B |
负债/权益比NTRARBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $73.9M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $37.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 5.7% | 21.5% |
| 资本支出强度资本支出/营收 | 5.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.56× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $109.1M | — |
8季度趋势，按日历期对齐
经营现金流NTRARBC
| Q4 25 | $73.9M | $122.1M | ||
| Q3 25 | $59.4M | $88.4M | ||
| Q2 25 | $37.6M | $120.0M | ||
| Q1 25 | $44.5M | — | ||
| Q4 24 | $52.9M | $84.0M | ||
| Q3 24 | $51.8M | — | ||
| Q2 24 | $4.0M | $97.4M | ||
| Q1 24 | $27.0M | — |
自由现金流NTRARBC
| Q4 25 | $37.8M | $99.1M | ||
| Q3 25 | $37.0M | $71.7M | ||
| Q2 25 | $11.7M | $104.3M | ||
| Q1 25 | $22.6M | — | ||
| Q4 24 | $34.8M | $73.6M | ||
| Q3 24 | $35.5M | — | ||
| Q2 24 | $-7.7M | $88.4M | ||
| Q1 24 | $6.7M | — |
自由现金流率NTRARBC
| Q4 25 | 5.7% | 21.5% | ||
| Q3 25 | 6.2% | 15.7% | ||
| Q2 25 | 2.1% | 23.9% | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 7.3% | 18.7% | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | -1.9% | 21.8% | ||
| Q1 24 | 1.8% | — |
资本支出强度NTRARBC
| Q4 25 | 5.4% | 5.0% | ||
| Q3 25 | 3.8% | 3.7% | ||
| Q2 25 | 4.7% | 3.6% | ||
| Q1 25 | 4.3% | 3.2% | ||
| Q4 24 | 3.8% | 2.6% | ||
| Q3 24 | 3.7% | 4.1% | ||
| Q2 24 | 2.8% | 2.2% | ||
| Q1 24 | 5.5% | — |
现金转化率NTRARBC
| Q4 25 | 1.56× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | — | — |
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
NTRA
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
