vs
Quanex Building Products CORP（NX）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
Quanex Building Products CORP的季度营收约是RBC Bearings INC的1.1倍（$495.3M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -55.7%，领先70.3%），Quanex Building Products CORP同比增速更快（76.7% vs 17.0%），RBC Bearings INC自由现金流更多（$99.1M vs $46.2M），过去两年Quanex Building Products CORP的营收复合增速更高（29.5% vs 5.6%）
Quanex Building Products是一家工程建筑组件及材料制造商，核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件，服务北美、欧洲的住宅及商业建筑市场，主打节能可持续的建筑解决方案。
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。
NX vs RBC — 直观对比
营收规模更大
NX
是对方的1.1倍
$461.6M
营收增速更快
NX
高出59.6%
17.0%
净利率更高
RBC
高出70.3%
-55.7%
自由现金流更多
RBC
多$52.9M
$46.2M
两年增速更快
NX
近两年复合增速
5.6%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $495.3M | $461.6M |
| 净利润 | $-276.0M | $67.4M |
| 毛利率 | 27.9% | 44.3% |
| 营业利润率 | -54.7% | 22.3% |
| 净利率 | -55.7% | 14.6% |
| 营收同比 | 76.7% | 17.0% |
| 净利润同比 | -1188.8% | 16.4% |
| 每股收益（稀释后） | $-6.04 | $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NXRBC
| Q4 25 | — | $461.6M | ||
| Q3 25 | $495.3M | $455.3M | ||
| Q2 25 | $452.5M | $436.0M | ||
| Q1 25 | $400.0M | $437.7M | ||
| Q4 24 | $492.2M | $394.4M | ||
| Q3 24 | $280.3M | $397.9M | ||
| Q2 24 | $266.2M | $406.3M | ||
| Q1 24 | $239.2M | $413.7M |
净利润NXRBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | $-276.0M | $60.0M | ||
| Q2 25 | $20.5M | $68.5M | ||
| Q1 25 | $-14.9M | $72.7M | ||
| Q4 24 | $-13.9M | $57.9M | ||
| Q3 24 | $25.4M | $54.2M | ||
| Q2 24 | $15.4M | $61.4M | ||
| Q1 24 | $6.2M | — |
毛利率NXRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | 27.9% | 44.1% | ||
| Q2 25 | 29.0% | 44.8% | ||
| Q1 25 | 23.1% | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | 25.3% | 43.7% | ||
| Q2 24 | 24.9% | 45.3% | ||
| Q1 24 | 21.5% | 43.1% |
营业利润率NXRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | -54.7% | 21.5% | ||
| Q2 25 | 9.0% | 23.2% | ||
| Q1 25 | -1.7% | 23.0% | ||
| Q4 24 | 0.6% | 21.7% | ||
| Q3 24 | 8.4% | 21.6% | ||
| Q2 24 | 7.8% | 24.0% | ||
| Q1 24 | 3.3% | 22.8% |
净利率NXRBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | -55.7% | 13.2% | ||
| Q2 25 | 4.5% | 15.7% | ||
| Q1 25 | -3.7% | 16.6% | ||
| Q4 24 | -2.8% | 14.7% | ||
| Q3 24 | 9.0% | 13.6% | ||
| Q2 24 | 5.8% | 15.1% | ||
| Q1 24 | 2.6% | — |
每股收益（稀释后）NXRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | $-6.04 | $1.90 | ||
| Q2 25 | $0.44 | $2.17 | ||
| Q1 25 | $-0.32 | $2.33 | ||
| Q4 24 | $-0.52 | $1.82 | ||
| Q3 24 | $0.77 | $1.65 | ||
| Q2 24 | $0.46 | $1.90 | ||
| Q1 24 | $0.19 | $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 | $66.3M | $107.6M |
| 总债务越低越好 | $695.6M | $990.2M |
| 股东权益账面价值 | $717.4M | $3.3B |
| 总资产 | $2.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资NXRBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | $66.3M | $91.2M | ||
| Q2 25 | $62.6M | $132.9M | ||
| Q1 25 | $50.0M | $36.8M | ||
| Q4 24 | $97.7M | — | ||
| Q3 24 | $94.0M | — | ||
| Q2 24 | $56.1M | $76.8M | ||
| Q1 24 | $44.4M | $63.5M |
总债务NXRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | $695.6M | $1.1B | ||
| Q2 25 | $746.4M | $915.6M | ||
| Q1 25 | $725.2M | $920.1M | ||
| Q4 24 | $737.2M | — | ||
| Q3 24 | $51.4M | — | ||
| Q2 24 | $51.5M | — | ||
| Q1 24 | $61.6M | $1.2B |
股东权益NXRBC
| Q4 25 | — | $3.3B | ||
| Q3 25 | $717.4M | $3.2B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $972.1M | $3.0B | ||
| Q4 24 | $1.0B | $2.9B | ||
| Q3 24 | $594.1M | $2.9B | ||
| Q2 24 | $566.1M | $2.8B | ||
| Q1 24 | $555.0M | $2.8B |
总资产NXRBC
| Q4 25 | — | $5.1B | ||
| Q3 25 | $2.0B | $5.1B | ||
| Q2 25 | $2.3B | $4.8B | ||
| Q1 25 | $2.2B | $4.7B | ||
| Q4 24 | $2.3B | $4.7B | ||
| Q3 24 | $872.5M | $4.7B | ||
| Q2 24 | $837.2M | $4.7B | ||
| Q1 24 | $813.4M | $4.7B |
负债/权益比NXRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | 0.97× | 0.34× | ||
| Q2 25 | 0.75× | 0.29× | ||
| Q1 25 | 0.75× | 0.30× | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 0.09× | — | ||
| Q1 24 | 0.11× | 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 | $60.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $46.2M | $99.1M |
| 自由现金流率自由现金流/营收 | 9.3% | 21.5% |
| 资本支出强度资本支出/营收 | 2.9% | 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 | $27.5M | — |
8季度趋势，按日历期对齐
经营现金流NXRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | $60.7M | $88.4M | ||
| Q2 25 | $28.5M | $120.0M | ||
| Q1 25 | $-12.5M | — | ||
| Q4 24 | $5.5M | $84.0M | ||
| Q3 24 | $46.4M | — | ||
| Q2 24 | $33.1M | $97.4M | ||
| Q1 24 | $3.9M | — |
自由现金流NXRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | $46.2M | $71.7M | ||
| Q2 25 | $13.6M | $104.3M | ||
| Q1 25 | $-24.1M | — | ||
| Q4 24 | $-8.2M | $73.6M | ||
| Q3 24 | $40.1M | — | ||
| Q2 24 | $25.5M | $88.4M | ||
| Q1 24 | $-5.7M | — |
自由现金流率NXRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | 9.3% | 15.7% | ||
| Q2 25 | 3.0% | 23.9% | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | -1.7% | 18.7% | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 9.6% | 21.8% | ||
| Q1 24 | -2.4% | — |
资本支出强度NXRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | 2.9% | 3.7% | ||
| Q2 25 | 3.3% | 3.6% | ||
| Q1 25 | 2.9% | 3.2% | ||
| Q4 24 | 2.8% | 2.6% | ||
| Q3 24 | 2.2% | 4.1% | ||
| Q2 24 | 2.9% | 2.2% | ||
| Q1 24 | 4.0% | — |
现金转化率NXRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 1.39× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 2.15× | 1.59× | ||
| Q1 24 | 0.62× | — |
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
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
