vs
QuidelOrtho Corp（QDEL）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
QuidelOrtho Corp的季度营收约是RBC Bearings INC的1.3倍（$619.8M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -14.8%，领先29.4%），RBC Bearings INC同比增速更快（17.0% vs -10.5%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -6.6%）
奎德尔奥索公司是美国的诊断医疗产品制造商，旗下产品面向全球市场销售，深耕体外诊断领域，为医疗机构及相关用户提供专业的检测解决方案，助力全球医疗健康服务效率提升。
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。
QDEL vs RBC — 直观对比
营收规模更大
QDEL
是对方的1.3倍
$461.6M
营收增速更快
RBC
高出27.6%
-10.5%
净利率更高
RBC
高出29.4%
-14.8%
两年增速更快
RBC
近两年复合增速
-6.6%
损益表 — Q1 FY2027 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $619.8M | $461.6M |
| 净利润 | $-91.8M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | -14.8% | 14.6% |
| 营收同比 | -10.5% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $-1.35 | $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QDELRBC
| Q1 26 | $619.8M | — | ||
| Q4 25 | — | $461.6M | ||
| Q3 25 | $699.9M | $455.3M | ||
| Q2 25 | $613.9M | $436.0M | ||
| Q1 25 | $692.8M | $437.7M | ||
| Q4 24 | $707.8M | $394.4M | ||
| Q3 24 | $727.1M | $397.9M | ||
| Q2 24 | $637.0M | $406.3M |
净利润QDELRBC
| Q1 26 | $-91.8M | — | ||
| Q4 25 | — | $67.4M | ||
| Q3 25 | $-733.0M | $60.0M | ||
| Q2 25 | $-255.4M | $68.5M | ||
| Q1 25 | $-12.7M | $72.7M | ||
| Q4 24 | $-178.4M | $57.9M | ||
| Q3 24 | $-19.9M | $54.2M | ||
| Q2 24 | $-147.7M | $61.4M |
毛利率QDELRBC
| Q1 26 | — | — | ||
| 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% |
营业利润率QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | -100.7% | 21.5% | ||
| Q2 25 | -29.4% | 23.2% | ||
| Q1 25 | 4.7% | 23.0% | ||
| Q4 24 | -14.2% | 21.7% | ||
| Q3 24 | 2.1% | 21.6% | ||
| Q2 24 | -18.4% | 24.0% |
净利率QDELRBC
| Q1 26 | -14.8% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | -104.7% | 13.2% | ||
| Q2 25 | -41.6% | 15.7% | ||
| Q1 25 | -1.8% | 16.6% | ||
| Q4 24 | -25.2% | 14.7% | ||
| Q3 24 | -2.7% | 13.6% | ||
| Q2 24 | -23.2% | 15.1% |
每股收益（稀释后）QDELRBC
| Q1 26 | $-1.35 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | $-10.78 | $1.90 | ||
| Q2 25 | $-3.77 | $2.17 | ||
| Q1 25 | $-0.19 | $2.33 | ||
| Q4 24 | $-2.54 | $1.82 | ||
| Q3 24 | $-0.30 | $1.65 | ||
| Q2 24 | $-2.20 | $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 | $140.4M | $107.6M |
| 总债务越低越好 | $2.5B | $990.2M |
| 股东权益账面价值 | $1.9B | $3.3B |
| 总资产 | $5.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.33× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资QDELRBC
| Q1 26 | $140.4M | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | $98.1M | $91.2M | ||
| Q2 25 | $151.7M | $132.9M | ||
| Q1 25 | $127.1M | $36.8M | ||
| Q4 24 | $98.3M | — | ||
| Q3 24 | $143.7M | — | ||
| Q2 24 | $107.0M | $76.8M |
总债务QDELRBC
| Q1 26 | $2.5B | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | $2.5B | $1.1B | ||
| Q2 25 | $2.1B | $915.6M | ||
| Q1 25 | $2.1B | $920.1M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
股东权益QDELRBC
| Q1 26 | $1.9B | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.8B | $3.1B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.2B | $2.9B | ||
| Q2 24 | $3.2B | $2.8B |
总资产QDELRBC
| Q1 26 | $5.6B | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $5.7B | $5.1B | ||
| Q2 25 | $6.4B | $4.8B | ||
| Q1 25 | $6.5B | $4.7B | ||
| Q4 24 | $6.4B | $4.7B | ||
| Q3 24 | $6.8B | $4.7B | ||
| Q2 24 | $6.7B | $4.7B |
负债/权益比QDELRBC
| Q1 26 | 1.33× | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | 1.23× | 0.34× | ||
| Q2 25 | 0.74× | 0.29× | ||
| Q1 25 | 0.70× | 0.30× | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — |
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QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $122.1M | ||
| Q3 25 | $-45.5M | $88.4M | ||
| Q2 25 | $-46.8M | $120.0M | ||
| Q1 25 | $65.6M | — | ||
| Q4 24 | $63.7M | $84.0M | ||
| Q3 24 | $117.9M | — | ||
| Q2 24 | $-97.9M | $97.4M |
自由现金流QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | $-94.7M | $71.7M | ||
| Q2 25 | $-84.3M | $104.3M | ||
| Q1 25 | $9.4M | — | ||
| Q4 24 | $16.5M | $73.6M | ||
| Q3 24 | $71.4M | — | ||
| Q2 24 | $-133.2M | $88.4M |
自由现金流率QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | -13.5% | 15.7% | ||
| Q2 25 | -13.7% | 23.9% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 2.3% | 18.7% | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | -20.9% | 21.8% |
资本支出强度QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | 7.0% | 3.7% | ||
| Q2 25 | 6.1% | 3.6% | ||
| Q1 25 | 8.1% | 3.2% | ||
| Q4 24 | 6.7% | 2.6% | ||
| Q3 24 | 6.4% | 4.1% | ||
| Q2 24 | 5.5% | 2.2% |
现金转化率QDELRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
QDEL
| Labs | $353.1M | 57% |
| Immunohematology | $138.3M | 22% |
| Point of Care | $112.8M | 18% |
| Molecular Diagnostics | $7.8M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
