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RBC Bearings INC（RBC）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.4倍（$461.6M vs $324.4M），RBC Bearings INC净利率更高（14.6% vs 5.7%，领先8.9%），RBC Bearings INC同比增速更快（17.0% vs 10.4%），RBC Bearings INC自由现金流更多（$99.1M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
RBC vs RVLV — 直观对比
营收规模更大
RBC
是对方的1.4倍
$324.4M
营收增速更快
RBC
高出6.6%
10.4%
净利率更高
RBC
高出8.9%
5.7%
自由现金流更多
RBC
多$112.4M
$-13.3M
两年增速更快
RVLV
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $324.4M |
| 净利润 | $67.4M | $18.6M |
| 毛利率 | 44.3% | 53.3% |
| 营业利润率 | 22.3% | 6.3% |
| 净利率 | 14.6% | 5.7% |
| 营收同比 | 17.0% | 10.4% |
| 净利润同比 | 16.4% | 50.4% |
| 每股收益（稀释后） | $2.13 | $0.27 |
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RBCRVLV
| Q4 25 | $461.6M | $324.4M | ||
| Q3 25 | $455.3M | $295.6M | ||
| Q2 25 | $436.0M | $309.0M | ||
| Q1 25 | $437.7M | $296.7M | ||
| Q4 24 | $394.4M | $293.7M | ||
| Q3 24 | $397.9M | $283.1M | ||
| Q2 24 | $406.3M | $282.5M | ||
| Q1 24 | $413.7M | $270.6M |
净利润RBCRVLV
| Q4 25 | $67.4M | $18.6M | ||
| Q3 25 | $60.0M | $21.2M | ||
| Q2 25 | $68.5M | $10.2M | ||
| Q1 25 | $72.7M | $11.8M | ||
| Q4 24 | $57.9M | $12.3M | ||
| Q3 24 | $54.2M | $11.0M | ||
| Q2 24 | $61.4M | $15.4M | ||
| Q1 24 | — | $10.9M |
毛利率RBCRVLV
| Q4 25 | 44.3% | 53.3% | ||
| Q3 25 | 44.1% | 54.6% | ||
| Q2 25 | 44.8% | 54.1% | ||
| Q1 25 | 44.2% | 52.0% | ||
| Q4 24 | 44.3% | 52.5% | ||
| Q3 24 | 43.7% | 51.2% | ||
| Q2 24 | 45.3% | 54.0% | ||
| Q1 24 | 43.1% | 52.3% |
营业利润率RBCRVLV
| Q4 25 | 22.3% | 6.3% | ||
| Q3 25 | 21.5% | 7.1% | ||
| Q2 25 | 23.2% | 5.8% | ||
| Q1 25 | 23.0% | 5.0% | ||
| Q4 24 | 21.7% | 3.9% | ||
| Q3 24 | 21.6% | 5.0% | ||
| Q2 24 | 24.0% | 5.8% | ||
| Q1 24 | 22.8% | 3.4% |
净利率RBCRVLV
| Q4 25 | 14.6% | 5.7% | ||
| Q3 25 | 13.2% | 7.2% | ||
| Q2 25 | 15.7% | 3.3% | ||
| Q1 25 | 16.6% | 4.0% | ||
| Q4 24 | 14.7% | 4.2% | ||
| Q3 24 | 13.6% | 3.9% | ||
| Q2 24 | 15.1% | 5.4% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）RBCRVLV
| Q4 25 | $2.13 | $0.27 | ||
| Q3 25 | $1.90 | $0.29 | ||
| Q2 25 | $2.17 | $0.14 | ||
| Q1 25 | $2.33 | $0.16 | ||
| Q4 24 | $1.82 | $0.18 | ||
| Q3 24 | $1.65 | $0.15 | ||
| Q2 24 | $1.90 | $0.21 | ||
| Q1 24 | $1.92 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $512.5M |
| 总资产 | $5.1B | $765.0M |
| 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RBCRVLV
| Q4 25 | $107.6M | $292.3M | ||
| Q3 25 | $91.2M | $315.4M | ||
| Q2 25 | $132.9M | $310.7M | ||
| Q1 25 | $36.8M | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | $76.8M | $244.7M | ||
| Q1 24 | $63.5M | $273.4M |
总债务RBCRVLV
| 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RBCRVLV
| Q4 25 | $3.3B | $512.5M | ||
| Q3 25 | $3.2B | $490.2M | ||
| Q2 25 | $3.1B | $468.6M | ||
| Q1 25 | $3.0B | $453.4M | ||
| Q4 24 | $2.9B | $437.8M | ||
| Q3 24 | $2.9B | $420.8M | ||
| Q2 24 | $2.8B | $405.8M | ||
| Q1 24 | $2.8B | $389.9M |
总资产RBCRVLV
| Q4 25 | $5.1B | $765.0M | ||
| Q3 25 | $5.1B | $751.3M | ||
| Q2 25 | $4.8B | $722.9M | ||
| Q1 25 | $4.7B | $713.9M | ||
| Q4 24 | $4.7B | $665.5M | ||
| Q3 24 | $4.7B | $670.9M | ||
| Q2 24 | $4.7B | $657.8M | ||
| Q1 24 | $4.7B | $650.0M |
负债/权益比RBCRVLV
| 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 | $122.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $99.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 21.5% | -4.1% |
| 资本支出强度资本支出/营收 | 5.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.81× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流RBCRVLV
| Q4 25 | $122.1M | $-10.2M | ||
| Q3 25 | $88.4M | $11.8M | ||
| Q2 25 | $120.0M | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | $84.0M | $3.9M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | $97.4M | $-24.7M | ||
| Q1 24 | — | $38.4M |
自由现金流RBCRVLV
| Q4 25 | $99.1M | $-13.3M | ||
| Q3 25 | $71.7M | $7.5M | ||
| Q2 25 | $104.3M | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $73.6M | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | $88.4M | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率RBCRVLV
| Q4 25 | 21.5% | -4.1% | ||
| Q3 25 | 15.7% | 2.5% | ||
| Q2 25 | 23.9% | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 18.7% | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | 21.8% | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度RBCRVLV
| Q4 25 | 5.0% | 1.0% | ||
| Q3 25 | 3.7% | 1.5% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 4.1% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率RBCRVLV
| Q4 25 | 1.81× | -0.55× | ||
| Q3 25 | 1.47× | 0.56× | ||
| Q2 25 | 1.75× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 1.45× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 1.59× | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
