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RBC Bearings INC（RBC）与ROYAL GOLD INC（RGLD）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ROYAL GOLD INC的1.2倍（$461.6M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs 14.6%，领先10.3%），ROYAL GOLD INC同比增速更快（85.3% vs 17.0%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 5.6%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
RBC vs RGLD — 直观对比
营收规模更大
RBC
是对方的1.2倍
$375.3M
营收增速更快
RGLD
高出68.3%
17.0%
净利率更高
RGLD
高出10.3%
14.6%
两年增速更快
RGLD
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $375.3M |
| 净利润 | $67.4M | $93.6M |
| 毛利率 | 44.3% | 64.6% |
| 营业利润率 | 22.3% | 56.2% |
| 净利率 | 14.6% | 24.9% |
| 营收同比 | 17.0% | 85.3% |
| 净利润同比 | 16.4% | -12.8% |
| 每股收益（稀释后） | $2.13 | $1.04 |
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RBCRGLD
| Q4 25 | $461.6M | $375.3M | ||
| Q3 25 | $455.3M | $252.1M | ||
| Q2 25 | $436.0M | $209.6M | ||
| Q1 25 | $437.7M | $193.4M | ||
| Q4 24 | $394.4M | $202.6M | ||
| Q3 24 | $397.9M | $193.8M | ||
| Q2 24 | $406.3M | $174.1M | ||
| Q1 24 | $413.7M | $148.9M |
净利润RBCRGLD
| Q4 25 | $67.4M | $93.6M | ||
| Q3 25 | $60.0M | $126.8M | ||
| Q2 25 | $68.5M | $132.3M | ||
| Q1 25 | $72.7M | $113.5M | ||
| Q4 24 | $57.9M | $107.4M | ||
| Q3 24 | $54.2M | $96.2M | ||
| Q2 24 | $61.4M | $81.2M | ||
| Q1 24 | — | $47.2M |
毛利率RBCRGLD
| Q4 25 | 44.3% | 64.6% | ||
| Q3 25 | 44.1% | 73.6% | ||
| Q2 25 | 44.8% | 72.6% | ||
| Q1 25 | 44.2% | 69.4% | ||
| Q4 24 | 44.3% | 70.3% | ||
| Q3 24 | 43.7% | 66.6% | ||
| Q2 24 | 45.3% | 64.7% | ||
| Q1 24 | 43.1% | 58.4% |
营业利润率RBCRGLD
| Q4 25 | 22.3% | 56.2% | ||
| Q3 25 | 21.5% | 64.4% | ||
| Q2 25 | 23.2% | 67.7% | ||
| Q1 25 | 23.0% | 63.6% | ||
| Q4 24 | 21.7% | 65.9% | ||
| Q3 24 | 21.6% | 61.3% | ||
| Q2 24 | 24.0% | 58.6% | ||
| Q1 24 | 22.8% | 50.7% |
净利率RBCRGLD
| Q4 25 | 14.6% | 24.9% | ||
| Q3 25 | 13.2% | 50.3% | ||
| Q2 25 | 15.7% | 63.1% | ||
| Q1 25 | 16.6% | 58.7% | ||
| Q4 24 | 14.7% | 53.0% | ||
| Q3 24 | 13.6% | 49.7% | ||
| Q2 24 | 15.1% | 46.6% | ||
| Q1 24 | — | 31.7% |
每股收益（稀释后）RBCRGLD
| Q4 25 | $2.13 | $1.04 | ||
| Q3 25 | $1.90 | $1.92 | ||
| Q2 25 | $2.17 | $2.01 | ||
| Q1 25 | $2.33 | $1.72 | ||
| Q4 24 | $1.82 | $1.63 | ||
| Q3 24 | $1.65 | $1.46 | ||
| Q2 24 | $1.90 | $1.23 | ||
| Q1 24 | $1.92 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $7.2B |
| 总资产 | $5.1B | $9.5B |
| 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RBCRGLD
| Q4 25 | $107.6M | $233.7M | ||
| Q3 25 | $91.2M | $172.8M | ||
| Q2 25 | $132.9M | $248.2M | ||
| Q1 25 | $36.8M | $240.8M | ||
| Q4 24 | — | $195.5M | ||
| Q3 24 | — | $127.9M | ||
| Q2 24 | $76.8M | $74.2M | ||
| Q1 24 | $63.5M | $137.9M |
总债务RBCRGLD
| Q4 25 | $990.2M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $915.6M | — | ||
| Q1 25 | $920.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | $1.2B | — |
股东权益RBCRGLD
| Q4 25 | $3.3B | $7.2B | ||
| Q3 25 | $3.2B | $3.4B | ||
| Q2 25 | $3.1B | $3.3B | ||
| Q1 25 | $3.0B | $3.2B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.9B | $3.0B | ||
| Q2 24 | $2.8B | $3.0B | ||
| Q1 24 | $2.8B | $2.9B |
总资产RBCRGLD
| Q4 25 | $5.1B | $9.5B | ||
| Q3 25 | $5.1B | $4.5B | ||
| Q2 25 | $4.8B | $3.6B | ||
| Q1 25 | $4.7B | $3.5B | ||
| Q4 24 | $4.7B | $3.4B | ||
| Q3 24 | $4.7B | $3.3B | ||
| Q2 24 | $4.7B | $3.3B | ||
| Q1 24 | $4.7B | $3.3B |
负债/权益比RBCRGLD
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| 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 | $122.1M | $241.7M |
| 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× | 2.58× |
| 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RBCRGLD
| Q4 25 | $122.1M | $241.7M | ||
| Q3 25 | $88.4M | $174.0M | ||
| Q2 25 | $120.0M | $152.8M | ||
| Q1 25 | — | $136.4M | ||
| Q4 24 | $84.0M | $141.1M | ||
| Q3 24 | — | $136.7M | ||
| Q2 24 | $97.4M | $113.5M | ||
| Q1 24 | — | $138.3M |
自由现金流RBCRGLD
| Q4 25 | $99.1M | — | ||
| Q3 25 | $71.7M | — | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | — | — |
自由现金流率RBCRGLD
| Q4 25 | 21.5% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.8% | — | ||
| Q1 24 | — | — |
资本支出强度RBCRGLD
| Q4 25 | 5.0% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | — | — |
现金转化率RBCRGLD
| Q4 25 | 1.81× | 2.58× | ||
| Q3 25 | 1.47× | 1.37× | ||
| Q2 25 | 1.75× | 1.15× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | 1.45× | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 1.59× | 1.40× | ||
| Q1 24 | — | 2.93× |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
