vs
Opendoor Technologies Inc.（OPEN）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
Opendoor Technologies Inc.的季度营收约是RBC Bearings INC的1.6倍（$736.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -148.9%，领先163.5%），RBC Bearings INC同比增速更快（17.0% vs -32.1%），RBC Bearings INC自由现金流更多（$99.1M vs $67.0M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -21.1%）
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
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。
OPEN vs RBC — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $736.0M | $461.6M |
| 净利润 | $-1.1B | $67.4M |
| 毛利率 | 7.7% | 44.3% |
| 营业利润率 | -20.4% | 22.3% |
| 净利率 | -148.9% | 14.6% |
| 营收同比 | -32.1% | 17.0% |
| 净利润同比 | -869.9% | 16.4% |
| 每股收益（稀释后） | $-1.42 | $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
| Q4 25 | $736.0M | $461.6M | ||
| Q3 25 | $915.0M | $455.3M | ||
| Q2 25 | $1.6B | $436.0M | ||
| Q1 25 | $1.2B | $437.7M | ||
| Q4 24 | $1.1B | $394.4M | ||
| Q3 24 | $1.4B | $397.9M | ||
| Q2 24 | $1.5B | $406.3M | ||
| Q1 24 | $1.2B | $413.7M |
| Q4 25 | $-1.1B | $67.4M | ||
| Q3 25 | $-90.0M | $60.0M | ||
| Q2 25 | $-29.0M | $68.5M | ||
| Q1 25 | $-85.0M | $72.7M | ||
| Q4 24 | $-113.0M | $57.9M | ||
| Q3 24 | $-78.0M | $54.2M | ||
| Q2 24 | $-92.0M | $61.4M | ||
| Q1 24 | $-109.0M | — |
| Q4 25 | 7.7% | 44.3% | ||
| Q3 25 | 7.2% | 44.1% | ||
| Q2 25 | 8.2% | 44.8% | ||
| Q1 25 | 8.6% | 44.2% | ||
| Q4 24 | 7.8% | 44.3% | ||
| Q3 24 | 7.6% | 43.7% | ||
| Q2 24 | 8.5% | 45.3% | ||
| Q1 24 | 9.7% | 43.1% |
| Q4 25 | -20.4% | 22.3% | ||
| Q3 25 | -7.4% | 21.5% | ||
| Q2 25 | -0.8% | 23.2% | ||
| Q1 25 | -4.9% | 23.0% | ||
| Q4 24 | -8.7% | 21.7% | ||
| Q3 24 | -4.9% | 21.6% | ||
| Q2 24 | -4.8% | 24.0% | ||
| Q1 24 | -7.4% | 22.8% |
| Q4 25 | -148.9% | 14.6% | ||
| Q3 25 | -9.8% | 13.2% | ||
| Q2 25 | -1.9% | 15.7% | ||
| Q1 25 | -7.4% | 16.6% | ||
| Q4 24 | -10.4% | 14.7% | ||
| Q3 24 | -5.7% | 13.6% | ||
| Q2 24 | -6.1% | 15.1% | ||
| Q1 24 | -9.2% | — |
| Q4 25 | $-1.42 | $2.13 | ||
| Q3 25 | $-0.12 | $1.90 | ||
| Q2 25 | $-0.04 | $2.17 | ||
| Q1 25 | $-0.12 | $2.33 | ||
| Q4 24 | $-0.16 | $1.82 | ||
| Q3 24 | $-0.11 | $1.65 | ||
| Q2 24 | $-0.13 | $1.90 | ||
| Q1 24 | $-0.16 | $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 | $962.0M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.0B | $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
| Q4 25 | $962.0M | $107.6M | ||
| Q3 25 | $962.0M | $91.2M | ||
| Q2 25 | $789.0M | $132.9M | ||
| Q1 25 | $559.0M | $36.8M | ||
| Q4 24 | $679.0M | — | ||
| Q3 24 | $837.0M | — | ||
| Q2 24 | $809.0M | $76.8M | ||
| Q1 24 | $990.0M | $63.5M |
| 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 |
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $811.0M | $3.2B | ||
| Q2 25 | $631.0M | $3.1B | ||
| Q1 25 | $645.0M | $3.0B | ||
| Q4 24 | $713.0M | $2.9B | ||
| Q3 24 | $801.0M | $2.9B | ||
| Q2 24 | $845.0M | $2.8B | ||
| Q1 24 | $899.0M | $2.8B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.7B | $5.1B | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $3.3B | $4.7B | ||
| Q4 24 | $3.1B | $4.7B | ||
| Q3 24 | $3.4B | $4.7B | ||
| Q2 24 | $3.4B | $4.7B | ||
| Q1 24 | $3.4B | $4.7B |
| 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 | $70.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $67.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 9.1% | 21.5% |
| 资本支出强度资本支出/营收 | 0.4% | 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 | $1.0B | — |
8季度趋势，按日历期对齐
| Q4 25 | $70.0M | $122.1M | ||
| Q3 25 | $435.0M | $88.4M | ||
| Q2 25 | $823.0M | $120.0M | ||
| Q1 25 | $-279.0M | — | ||
| Q4 24 | $-80.0M | $84.0M | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $-399.0M | $97.4M | ||
| Q1 24 | $-178.0M | — |
| Q4 25 | $67.0M | $99.1M | ||
| Q3 25 | $432.0M | $71.7M | ||
| Q2 25 | $821.0M | $104.3M | ||
| Q1 25 | $-283.0M | — | ||
| Q4 24 | $-83.0M | $73.6M | ||
| Q3 24 | $56.0M | — | ||
| Q2 24 | $-407.0M | $88.4M | ||
| Q1 24 | $-186.0M | — |
| Q4 25 | 9.1% | 21.5% | ||
| Q3 25 | 47.2% | 15.7% | ||
| Q2 25 | 52.4% | 23.9% | ||
| Q1 25 | -24.5% | — | ||
| Q4 24 | -7.7% | 18.7% | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | -26.9% | 21.8% | ||
| Q1 24 | -15.7% | — |
| Q4 25 | 0.4% | 5.0% | ||
| Q3 25 | 0.3% | 3.7% | ||
| Q2 25 | 0.1% | 3.6% | ||
| Q1 25 | 0.3% | 3.2% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 0.4% | 4.1% | ||
| Q2 24 | 0.5% | 2.2% | ||
| Q1 24 | 0.7% | — |
| Q4 25 | — | 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
OPEN
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
