vs
PJT Partners Inc.（PJT）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
PJT Partners Inc.的季度营收约是RBC Bearings INC的1.2倍（$531.4M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 10.0%，领先4.6%），RBC Bearings INC同比增速更快（17.0% vs 12.9%），PJT Partners Inc.自由现金流更多（$138.6M vs $99.1M），过去两年PJT Partners Inc.的营收复合增速更高（27.5% vs 5.6%）
PJT Partners Inc.是一家专注于顾问业务的全球投资银行，于2015年10月从黑石集团旗下拆分成立，独立运营原黑石的金融与战略咨询服务业务，为全球各类客户提供专业的投行顾问相关服务。
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。
PJT vs RBC — 直观对比
营收规模更大
PJT
是对方的1.2倍
$461.6M
营收增速更快
RBC
高出4.1%
12.9%
净利率更高
RBC
高出4.6%
10.0%
自由现金流更多
PJT
多$39.5M
$99.1M
两年增速更快
PJT
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $531.4M | $461.6M |
| 净利润 | $53.4M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 23.1% | 22.3% |
| 净利率 | 10.0% | 14.6% |
| 营收同比 | 12.9% | 17.0% |
| 净利润同比 | 4.0% | 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PJTRBC
| Q4 25 | $531.4M | $461.6M | ||
| Q3 25 | $442.3M | $455.3M | ||
| Q2 25 | $401.1M | $436.0M | ||
| Q1 25 | $321.9M | $437.7M | ||
| Q4 24 | $470.5M | $394.4M | ||
| Q3 24 | $320.3M | $397.9M | ||
| Q2 24 | $358.1M | $406.3M | ||
| Q1 24 | $327.1M | $413.7M |
净利润PJTRBC
| Q4 25 | $53.4M | $67.4M | ||
| Q3 25 | $39.8M | $60.0M | ||
| Q2 25 | $32.9M | $68.5M | ||
| Q1 25 | $54.0M | $72.7M | ||
| Q4 24 | $51.3M | $57.9M | ||
| Q3 24 | $22.1M | $54.2M | ||
| Q2 24 | $28.3M | $61.4M | ||
| Q1 24 | $32.6M | — |
毛利率PJTRBC
| 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PJTRBC
| Q4 25 | 23.1% | 22.3% | ||
| Q3 25 | 20.6% | 21.5% | ||
| Q2 25 | 19.1% | 23.2% | ||
| Q1 25 | 16.3% | 23.0% | ||
| Q4 24 | 21.9% | 21.7% | ||
| Q3 24 | 15.4% | 21.6% | ||
| Q2 24 | 18.0% | 24.0% | ||
| Q1 24 | 16.5% | 22.8% |
净利率PJTRBC
| Q4 25 | 10.0% | 14.6% | ||
| Q3 25 | 9.0% | 13.2% | ||
| Q2 25 | 8.2% | 15.7% | ||
| Q1 25 | 16.8% | 16.6% | ||
| Q4 24 | 10.9% | 14.7% | ||
| Q3 24 | 6.9% | 13.6% | ||
| Q2 24 | 7.9% | 15.1% | ||
| Q1 24 | 10.0% | — |
每股收益（稀释后）PJTRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | — | $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 | $538.9M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $308.2M | $3.3B |
| 总资产 | $1.8B | $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PJTRBC
| Q4 25 | $538.9M | $107.6M | ||
| Q3 25 | $400.5M | $91.2M | ||
| Q2 25 | $214.6M | $132.9M | ||
| Q1 25 | $194.3M | $36.8M | ||
| Q4 24 | $483.9M | — | ||
| Q3 24 | $148.8M | — | ||
| Q2 24 | $164.2M | $76.8M | ||
| Q1 24 | $215.5M | $63.5M |
总债务PJTRBC
| 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PJTRBC
| Q4 25 | $308.2M | $3.3B | ||
| Q3 25 | $228.6M | $3.2B | ||
| Q2 25 | $167.4M | $3.1B | ||
| Q1 25 | $148.8M | $3.0B | ||
| Q4 24 | $187.0M | $2.9B | ||
| Q3 24 | $159.1M | $2.9B | ||
| Q2 24 | $133.8M | $2.8B | ||
| Q1 24 | $174.6M | $2.8B |
总资产PJTRBC
| Q4 25 | $1.8B | $5.1B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.5B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.6B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.4B | $4.7B | ||
| Q1 24 | $1.3B | $4.7B |
负债/权益比PJTRBC
| 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 | $155.7M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $138.6M | $99.1M |
| 自由现金流率自由现金流/营收 | 26.1% | 21.5% |
| 资本支出强度资本支出/营收 | 3.2% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.92× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $480.4M | — |
8季度趋势，按日历期对齐
经营现金流PJTRBC
| Q4 25 | $155.7M | $122.1M | ||
| Q3 25 | $256.1M | $88.4M | ||
| Q2 25 | $190.4M | $120.0M | ||
| Q1 25 | $-75.9M | — | ||
| Q4 24 | $195.7M | $84.0M | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $193.6M | $97.4M | ||
| Q1 24 | $-38.8M | — |
自由现金流PJTRBC
| Q4 25 | $138.6M | $99.1M | ||
| Q3 25 | $240.9M | $71.7M | ||
| Q2 25 | $178.9M | $104.3M | ||
| Q1 25 | $-77.9M | — | ||
| Q4 24 | $195.3M | $73.6M | ||
| Q3 24 | $178.5M | — | ||
| Q2 24 | $193.0M | $88.4M | ||
| Q1 24 | $-39.2M | — |
自由现金流率PJTRBC
| Q4 25 | 26.1% | 21.5% | ||
| Q3 25 | 54.5% | 15.7% | ||
| Q2 25 | 44.6% | 23.9% | ||
| Q1 25 | -24.2% | — | ||
| Q4 24 | 41.5% | 18.7% | ||
| Q3 24 | 55.7% | — | ||
| Q2 24 | 53.9% | 21.8% | ||
| Q1 24 | -12.0% | — |
资本支出强度PJTRBC
| Q4 25 | 3.2% | 5.0% | ||
| Q3 25 | 3.4% | 3.7% | ||
| Q2 25 | 2.9% | 3.6% | ||
| Q1 25 | 0.6% | 3.2% | ||
| Q4 24 | 0.1% | 2.6% | ||
| Q3 24 | 0.6% | 4.1% | ||
| Q2 24 | 0.1% | 2.2% | ||
| Q1 24 | 0.1% | — |
现金转化率PJTRBC
| Q4 25 | 2.92× | 1.81× | ||
| Q3 25 | 6.43× | 1.47× | ||
| Q2 25 | 5.79× | 1.75× | ||
| Q1 25 | -1.41× | — | ||
| Q4 24 | 3.81× | 1.45× | ||
| Q3 24 | 8.15× | — | ||
| Q2 24 | 6.84× | 1.59× | ||
| Q1 24 | -1.19× | — |
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
PJT
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
