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OGE ENERGY CORP.（OGE）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
OGE ENERGY CORP.的季度营收约是RBC Bearings INC的1.6倍（$752.6M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 6.7%，领先7.9%），RBC Bearings INC同比增速更快（17.0% vs 0.7%），过去两年OGE ENERGY CORP.的营收复合增速更高（8.1% vs 5.6%）
OGE能源集团是一家受监管的公用电力企业，核心子公司俄克拉荷马燃气电力公司为俄克拉荷马州及阿肯色州超84.3万用户提供服务，覆盖俄克拉荷马城大都会区150万居民，总部设于俄克拉荷马城市中心。集团原旗下天然气管道业务Enogex于2013年与CenterPoint Energy的中游业务合并组建为Enable Midstream。
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。
OGE vs RBC — 直观对比
营收规模更大
OGE
是对方的1.6倍
$461.6M
营收增速更快
RBC
高出16.4%
0.7%
净利率更高
RBC
高出7.9%
6.7%
两年增速更快
OGE
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $752.6M | $461.6M |
| 净利润 | $50.2M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 15.0% | 22.3% |
| 净利率 | 6.7% | 14.6% |
| 营收同比 | 0.7% | 17.0% |
| 净利润同比 | -19.9% | 16.4% |
| 每股收益（稀释后） | — | $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OGERBC
| Q1 26 | $752.6M | — | ||
| Q4 25 | $701.7M | $461.6M | ||
| Q3 25 | $1.0B | $455.3M | ||
| Q2 25 | $719.7M | $436.0M | ||
| Q1 25 | $741.1M | $437.7M | ||
| Q4 24 | $744.7M | $394.4M | ||
| Q3 24 | $945.2M | $397.9M | ||
| Q2 24 | $644.1M | $406.3M |
净利润OGERBC
| Q1 26 | $50.2M | — | ||
| Q4 25 | $69.2M | $67.4M | ||
| Q3 25 | $231.3M | $60.0M | ||
| Q2 25 | $107.5M | $68.5M | ||
| Q1 25 | $62.7M | $72.7M | ||
| Q4 24 | $101.9M | $57.9M | ||
| Q3 24 | $218.7M | $54.2M | ||
| Q2 24 | $102.3M | $61.4M |
毛利率OGERBC
| Q1 26 | — | — | ||
| Q4 25 | 59.2% | 44.3% | ||
| Q3 25 | 62.2% | 44.1% | ||
| Q2 25 | 63.7% | 44.8% | ||
| Q1 25 | 56.3% | 44.2% | ||
| Q4 24 | 59.7% | 44.3% | ||
| Q3 24 | 63.0% | 43.7% | ||
| Q2 24 | 69.9% | 45.3% |
营业利润率OGERBC
| Q1 26 | 15.0% | — | ||
| Q4 25 | 19.7% | 22.3% | ||
| Q3 25 | 33.2% | 21.5% | ||
| Q2 25 | 25.9% | 23.2% | ||
| Q1 25 | 18.0% | 23.0% | ||
| Q4 24 | 24.5% | 21.7% | ||
| Q3 24 | 33.1% | 21.6% | ||
| Q2 24 | 27.3% | 24.0% |
净利率OGERBC
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.9% | 14.6% | ||
| Q3 25 | 22.5% | 13.2% | ||
| Q2 25 | 14.9% | 15.7% | ||
| Q1 25 | 8.5% | 16.6% | ||
| Q4 24 | 13.7% | 14.7% | ||
| Q3 24 | 23.1% | 13.6% | ||
| Q2 24 | 15.9% | 15.1% |
每股收益（稀释后）OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $0.34 | $2.13 | ||
| Q3 25 | $1.14 | $1.90 | ||
| Q2 25 | $0.53 | $2.17 | ||
| Q1 25 | $0.31 | $2.33 | ||
| Q4 24 | $0.50 | $1.82 | ||
| Q3 24 | $1.09 | $1.65 | ||
| Q2 24 | $0.51 | $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 | — | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | — | $3.3B |
| 总资产 | — | $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OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $200.0K | $107.6M | ||
| Q3 25 | $300.0K | $91.2M | ||
| Q2 25 | $500.0K | $132.9M | ||
| Q1 25 | $26.9M | $36.8M | ||
| Q4 24 | $600.0K | — | ||
| Q3 24 | $9.9M | — | ||
| Q2 24 | $100.0K | $76.8M |
总债务OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $3.3B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $4.6B | $3.1B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $4.6B | $2.9B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.5B | $2.8B |
总资产OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $14.4B | $5.1B | ||
| Q3 25 | $14.3B | $5.1B | ||
| Q2 25 | $14.1B | $4.8B | ||
| Q1 25 | $14.0B | $4.7B | ||
| Q4 24 | $13.7B | $4.7B | ||
| Q3 24 | $13.5B | $4.7B | ||
| Q2 24 | $13.2B | $4.7B |
负债/权益比OGERBC
| Q1 26 | — | — | ||
| Q4 25 | 1.08× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 1.09× | — | ||
| 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OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $384.8M | $122.1M | ||
| Q3 25 | $397.8M | $88.4M | ||
| Q2 25 | $338.6M | $120.0M | ||
| Q1 25 | $15.9M | — | ||
| Q4 24 | $129.6M | $84.0M | ||
| Q3 24 | $347.1M | — | ||
| Q2 24 | $253.1M | $97.4M |
自由现金流OGERBC
| Q1 26 | — | — | ||
| Q4 25 | $83.1M | $99.1M | ||
| Q3 25 | $168.3M | $71.7M | ||
| Q2 25 | $64.9M | $104.3M | ||
| Q1 25 | $-233.6M | — | ||
| Q4 24 | $-167.0M | $73.6M | ||
| Q3 24 | $103.0M | — | ||
| Q2 24 | $-70.2M | $88.4M |
自由现金流率OGERBC
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | 21.5% | ||
| Q3 25 | 16.4% | 15.7% | ||
| Q2 25 | 9.0% | 23.9% | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -22.4% | 18.7% | ||
| Q3 24 | 10.9% | — | ||
| Q2 24 | -10.9% | 21.8% |
资本支出强度OGERBC
| Q1 26 | — | — | ||
| Q4 25 | 43.0% | 5.0% | ||
| Q3 25 | 22.3% | 3.7% | ||
| Q2 25 | 38.0% | 3.6% | ||
| Q1 25 | 33.7% | 3.2% | ||
| Q4 24 | 39.8% | 2.6% | ||
| Q3 24 | 25.8% | 4.1% | ||
| Q2 24 | 50.2% | 2.2% |
现金转化率OGERBC
| Q1 26 | — | — | ||
| Q4 25 | 5.56× | 1.81× | ||
| Q3 25 | 1.72× | 1.47× | ||
| Q2 25 | 3.15× | 1.75× | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 1.27× | 1.45× | ||
| Q3 24 | 1.59× | — | ||
| Q2 24 | 2.47× | 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
OGE
| Residential | $260.4M | 35% |
| Commercial | $212.0M | 28% |
| Public authorities and street light | $61.9M | 8% |
| Industrial | $60.7M | 8% |
| Oilfield | $58.4M | 8% |
| Integrated market | $47.3M | 6% |
| Transmission | $40.7M | 5% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
