vs
POWELL INDUSTRIES INC（POWL）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
RBC Bearings INC的季度营收约是POWELL INDUSTRIES INC的1.8倍（$461.6M vs $251.2M），POWELL INDUSTRIES INC净利率更高（16.5% vs 14.6%，领先1.9%），RBC Bearings INC同比增速更快（17.0% vs 4.0%），RBC Bearings INC自由现金流更多（$99.1M vs $41.6M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -0.8%）
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
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。
POWL vs RBC — 直观对比
营收规模更大
RBC
是对方的1.8倍
$251.2M
营收增速更快
RBC
高出13.0%
4.0%
净利率更高
POWL
高出1.9%
14.6%
自由现金流更多
RBC
多$57.5M
$41.6M
两年增速更快
RBC
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $251.2M | $461.6M |
| 净利润 | $41.4M | $67.4M |
| 毛利率 | 28.4% | 44.3% |
| 营业利润率 | 17.0% | 22.3% |
| 净利率 | 16.5% | 14.6% |
| 营收同比 | 4.0% | 17.0% |
| 净利润同比 | 19.1% | 16.4% |
| 每股收益（稀释后） | $3.40 | $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POWLRBC
| Q4 25 | $251.2M | $461.6M | ||
| Q3 25 | $298.0M | $455.3M | ||
| Q2 25 | $286.3M | $436.0M | ||
| Q1 25 | $278.6M | $437.7M | ||
| Q4 24 | $241.4M | $394.4M | ||
| Q3 24 | $275.1M | $397.9M | ||
| Q2 24 | $288.2M | $406.3M | ||
| Q1 24 | $255.1M | $413.7M |
净利润POWLRBC
| Q4 25 | $41.4M | $67.4M | ||
| Q3 25 | $51.4M | $60.0M | ||
| Q2 25 | $48.2M | $68.5M | ||
| Q1 25 | $46.3M | $72.7M | ||
| Q4 24 | $34.8M | $57.9M | ||
| Q3 24 | $46.1M | $54.2M | ||
| Q2 24 | $46.2M | $61.4M | ||
| Q1 24 | $33.5M | — |
毛利率POWLRBC
| Q4 25 | 28.4% | 44.3% | ||
| Q3 25 | 31.4% | 44.1% | ||
| Q2 25 | 30.7% | 44.8% | ||
| Q1 25 | 29.9% | 44.2% | ||
| Q4 24 | 24.7% | 44.3% | ||
| Q3 24 | 29.2% | 43.7% | ||
| Q2 24 | 28.4% | 45.3% | ||
| Q1 24 | 24.6% | 43.1% |
营业利润率POWLRBC
| Q4 25 | 17.0% | 22.3% | ||
| Q3 25 | 21.2% | 21.5% | ||
| Q2 25 | 21.0% | 23.2% | ||
| Q1 25 | 21.1% | 23.0% | ||
| Q4 24 | 14.7% | 21.7% | ||
| Q3 24 | 20.4% | 21.6% | ||
| Q2 24 | 19.9% | 24.0% | ||
| Q1 24 | 15.5% | 22.8% |
净利率POWLRBC
| Q4 25 | 16.5% | 14.6% | ||
| Q3 25 | 17.3% | 13.2% | ||
| Q2 25 | 16.8% | 15.7% | ||
| Q1 25 | 16.6% | 16.6% | ||
| Q4 24 | 14.4% | 14.7% | ||
| Q3 24 | 16.7% | 13.6% | ||
| Q2 24 | 16.0% | 15.1% | ||
| Q1 24 | 13.1% | — |
每股收益（稀释后）POWLRBC
| Q4 25 | $3.40 | $2.13 | ||
| Q3 25 | $4.23 | $1.90 | ||
| Q2 25 | $3.96 | $2.17 | ||
| Q1 25 | $3.81 | $2.33 | ||
| Q4 24 | $2.86 | $1.82 | ||
| Q3 24 | $3.77 | $1.65 | ||
| Q2 24 | $3.79 | $1.90 | ||
| Q1 24 | $2.75 | $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 | $500.8M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $668.9M | $3.3B |
| 总资产 | $1.1B | $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POWLRBC
| Q4 25 | $500.8M | $107.6M | ||
| Q3 25 | $475.5M | $91.2M | ||
| Q2 25 | $433.0M | $132.9M | ||
| Q1 25 | $389.3M | $36.8M | ||
| Q4 24 | $373.4M | — | ||
| Q3 24 | $358.4M | — | ||
| Q2 24 | $374.0M | $76.8M | ||
| Q1 24 | $365.3M | $63.5M |
总债务POWLRBC
| 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POWLRBC
| Q4 25 | $668.9M | $3.3B | ||
| Q3 25 | $640.8M | $3.2B | ||
| Q2 25 | $594.9M | $3.1B | ||
| Q1 25 | $541.4M | $3.0B | ||
| Q4 24 | $496.3M | $2.9B | ||
| Q3 24 | $483.1M | $2.9B | ||
| Q2 24 | $436.7M | $2.8B | ||
| Q1 24 | $393.8M | $2.8B |
总资产POWLRBC
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $965.4M | $4.7B | ||
| Q4 24 | $912.7M | $4.7B | ||
| Q3 24 | $928.2M | $4.7B | ||
| Q2 24 | $869.0M | $4.7B | ||
| Q1 24 | $849.6M | $4.7B |
负债/权益比POWLRBC
| 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 | $43.6M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $41.6M | $99.1M |
| 自由现金流率自由现金流/营收 | 16.6% | 21.5% |
| 资本支出强度资本支出/营收 | 0.8% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.05× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $161.5M | — |
8季度趋势，按日历期对齐
经营现金流POWLRBC
| Q4 25 | $43.6M | $122.1M | ||
| Q3 25 | $61.1M | $88.4M | ||
| Q2 25 | $47.4M | $120.0M | ||
| Q1 25 | $22.4M | — | ||
| Q4 24 | $37.1M | $84.0M | ||
| Q3 24 | $-6.0M | — | ||
| Q2 24 | $13.8M | $97.4M | ||
| Q1 24 | $17.0M | — |
自由现金流POWLRBC
| Q4 25 | $41.6M | $99.1M | ||
| Q3 25 | $59.3M | $71.7M | ||
| Q2 25 | $42.3M | $104.3M | ||
| Q1 25 | $18.3M | — | ||
| Q4 24 | $34.9M | $73.6M | ||
| Q3 24 | $-14.4M | — | ||
| Q2 24 | $12.4M | $88.4M | ||
| Q1 24 | $16.1M | — |
自由现金流率POWLRBC
| Q4 25 | 16.6% | 21.5% | ||
| Q3 25 | 19.9% | 15.7% | ||
| Q2 25 | 14.8% | 23.9% | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 14.4% | 18.7% | ||
| Q3 24 | -5.3% | — | ||
| Q2 24 | 4.3% | 21.8% | ||
| Q1 24 | 6.3% | — |
资本支出强度POWLRBC
| Q4 25 | 0.8% | 5.0% | ||
| Q3 25 | 0.6% | 3.7% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 1.5% | 3.2% | ||
| Q4 24 | 0.9% | 2.6% | ||
| Q3 24 | 3.1% | 4.1% | ||
| Q2 24 | 0.5% | 2.2% | ||
| Q1 24 | 0.4% | — |
现金转化率POWLRBC
| Q4 25 | 1.05× | 1.81× | ||
| Q3 25 | 1.19× | 1.47× | ||
| Q2 25 | 0.98× | 1.75× | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 1.07× | 1.45× | ||
| Q3 24 | -0.13× | — | ||
| Q2 24 | 0.30× | 1.59× | ||
| Q1 24 | 0.51× | — |
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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
