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RBC Bearings INC（RBC）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是RBC Bearings INC的1.8倍（$828.2M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 13.2%，领先1.4%），RBC Bearings INC同比增速更快（17.0% vs -40.0%），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
RBC vs RITM — 直观对比
营收规模更大
RITM
是对方的1.8倍
$461.6M
营收增速更快
RBC
高出57.0%
-40.0%
净利率更高
RBC
高出1.4%
13.2%
两年增速更快
RBC
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $828.2M |
| 净利润 | $67.4M | $109.5M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 22.3% | — |
| 净利率 | 14.6% | 13.2% |
| 营收同比 | 17.0% | -40.0% |
| 净利润同比 | 16.4% | 20.9% |
| 每股收益（稀释后） | $2.13 | $0.12 |
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RBCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $461.6M | $1.5B | ||
| Q3 25 | $455.3M | $1.1B | ||
| Q2 25 | $436.0M | $1.2B | ||
| Q1 25 | $437.7M | $768.4M | ||
| Q4 24 | $394.4M | $2.1B | ||
| Q3 24 | $397.9M | $619.5M | ||
| Q2 24 | $406.3M | $1.2B |
净利润RBCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $67.4M | $85.0M | ||
| Q3 25 | $60.0M | $221.5M | ||
| Q2 25 | $68.5M | $311.7M | ||
| Q1 25 | $72.7M | $78.8M | ||
| Q4 24 | $57.9M | $290.2M | ||
| Q3 24 | $54.2M | $121.7M | ||
| Q2 24 | $61.4M | $235.6M |
毛利率RBCRITM
| 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RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 13.8% | ||
| Q3 25 | 21.5% | 21.4% | ||
| Q2 25 | 23.2% | 25.2% | ||
| Q1 25 | 23.0% | 7.4% | ||
| Q4 24 | 21.7% | 23.8% | ||
| Q3 24 | 21.6% | 7.3% | ||
| Q2 24 | 24.0% | 23.6% |
净利率RBCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 14.6% | 5.7% | ||
| Q3 25 | 13.2% | 20.0% | ||
| Q2 25 | 15.7% | 25.6% | ||
| Q1 25 | 16.6% | 10.3% | ||
| Q4 24 | 14.7% | 14.0% | ||
| Q3 24 | 13.6% | 19.7% | ||
| Q2 24 | 15.1% | 19.2% |
每股收益（稀释后）RBCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.13 | $0.09 | ||
| Q3 25 | $1.90 | $0.35 | ||
| Q2 25 | $2.17 | $0.53 | ||
| Q1 25 | $2.33 | $0.07 | ||
| Q4 24 | $1.82 | $0.50 | ||
| Q3 24 | $1.65 | $0.20 | ||
| Q2 24 | $1.90 | $0.43 |
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 | — |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $9.1B |
| 总资产 | $5.1B | $53.4B |
| 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RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | $107.6M | $1.8B | ||
| Q3 25 | $91.2M | $1.6B | ||
| Q2 25 | $132.9M | $1.6B | ||
| Q1 25 | $36.8M | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $76.8M | $1.2B |
总债务RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | $990.2M | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $915.6M | $31.2B | ||
| Q1 25 | $920.1M | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益RBCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.3B | $8.4B | ||
| Q3 25 | $3.2B | $8.5B | ||
| Q2 25 | $3.1B | $7.9B | ||
| Q1 25 | $3.0B | $7.8B | ||
| Q4 24 | $2.9B | $7.8B | ||
| Q3 24 | $2.9B | $7.7B | ||
| Q2 24 | $2.8B | $7.3B |
总资产RBCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.1B | $53.1B | ||
| Q3 25 | $5.1B | $47.2B | ||
| Q2 25 | $4.8B | $44.3B | ||
| Q1 25 | $4.7B | $45.3B | ||
| Q4 24 | $4.7B | $46.0B | ||
| Q3 24 | $4.7B | $42.3B | ||
| Q2 24 | $4.7B | $42.0B |
负债/权益比RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | 4.20× | ||
| Q3 25 | 0.34× | 3.79× | ||
| Q2 25 | 0.29× | 3.92× | ||
| Q1 25 | 0.30× | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | $122.1M | $-114.6M | ||
| Q3 25 | $88.4M | $-2.0B | ||
| Q2 25 | $120.0M | $-557.1M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $84.0M | $-1.8B | ||
| Q3 24 | — | $768.1M | ||
| Q2 24 | $97.4M | $-55.7M |
自由现金流RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | $99.1M | — | ||
| Q3 25 | $71.7M | — | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $88.4M | — |
自由现金流率RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.8% | — |
资本支出强度RBCRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率RBCRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.81× | -1.35× | ||
| Q3 25 | 1.47× | -9.22× | ||
| Q2 25 | 1.75× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 1.45× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 1.59× | -0.24× |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
