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RBC Bearings INC（RBC）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是RBC Bearings INC的1.7倍（$772.1M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 12.7%，领先1.9%），RBC Bearings INC同比增速更快（17.0% vs 5.9%），Revvity自由现金流更多（$161.8M vs $99.1M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
RBC vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.7倍
$461.6M
营收增速更快
RBC
高出11.2%
5.9%
净利率更高
RBC
高出1.9%
12.7%
自由现金流更多
RVTY
多$62.7M
$99.1M
两年增速更快
RVTY
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $772.1M |
| 净利润 | $67.4M | $98.4M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 22.3% | 14.5% |
| 净利率 | 14.6% | 12.7% |
| 营收同比 | 17.0% | 5.9% |
| 净利润同比 | 16.4% | 3.9% |
| 每股收益（稀释后） | $2.13 | $0.86 |
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RBCRVTY
| Q4 25 | $461.6M | $772.1M | ||
| Q3 25 | $455.3M | $698.9M | ||
| Q2 25 | $436.0M | $720.3M | ||
| Q1 25 | $437.7M | $664.8M | ||
| Q4 24 | $394.4M | $729.4M | ||
| Q3 24 | $397.9M | $684.0M | ||
| Q2 24 | $406.3M | $691.7M | ||
| Q1 24 | $413.7M | $649.9M |
净利润RBCRVTY
| Q4 25 | $67.4M | $98.4M | ||
| Q3 25 | $60.0M | $46.7M | ||
| Q2 25 | $68.5M | $53.9M | ||
| Q1 25 | $72.7M | $42.2M | ||
| Q4 24 | $57.9M | $94.6M | ||
| Q3 24 | $54.2M | $94.4M | ||
| Q2 24 | $61.4M | $55.4M | ||
| Q1 24 | — | $26.0M |
毛利率RBCRVTY
| Q4 25 | 44.3% | — | ||
| Q3 25 | 44.1% | 53.6% | ||
| Q2 25 | 44.8% | 54.5% | ||
| Q1 25 | 44.2% | 56.5% | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 43.7% | 56.3% | ||
| Q2 24 | 45.3% | 55.7% | ||
| Q1 24 | 43.1% | 54.6% |
营业利润率RBCRVTY
| Q4 25 | 22.3% | 14.5% | ||
| Q3 25 | 21.5% | 11.7% | ||
| Q2 25 | 23.2% | 12.6% | ||
| Q1 25 | 23.0% | 10.9% | ||
| Q4 24 | 21.7% | 16.3% | ||
| Q3 24 | 21.6% | 14.3% | ||
| Q2 24 | 24.0% | 12.4% | ||
| Q1 24 | 22.8% | 6.8% |
净利率RBCRVTY
| Q4 25 | 14.6% | 12.7% | ||
| Q3 25 | 13.2% | 6.7% | ||
| Q2 25 | 15.7% | 7.5% | ||
| Q1 25 | 16.6% | 6.4% | ||
| Q4 24 | 14.7% | 13.0% | ||
| Q3 24 | 13.6% | 13.8% | ||
| Q2 24 | 15.1% | 8.0% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）RBCRVTY
| Q4 25 | $2.13 | $0.86 | ||
| Q3 25 | $1.90 | $0.40 | ||
| Q2 25 | $2.17 | $0.46 | ||
| Q1 25 | $2.33 | $0.35 | ||
| Q4 24 | $1.82 | $0.77 | ||
| Q3 24 | $1.65 | $0.77 | ||
| Q2 24 | $1.90 | $0.45 | ||
| Q1 24 | $1.92 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $7.3B |
| 总资产 | $5.1B | $12.2B |
| 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RBCRVTY
| Q4 25 | $107.6M | $919.9M | ||
| Q3 25 | $91.2M | $931.4M | ||
| Q2 25 | $132.9M | $991.8M | ||
| Q1 25 | $36.8M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $76.8M | $2.0B | ||
| Q1 24 | $63.5M | $1.7B |
总债务RBCRVTY
| 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RBCRVTY
| Q4 25 | $3.3B | $7.3B | ||
| Q3 25 | $3.2B | $7.4B | ||
| Q2 25 | $3.1B | $7.6B | ||
| Q1 25 | $3.0B | $7.6B | ||
| Q4 24 | $2.9B | $7.7B | ||
| Q3 24 | $2.9B | $7.9B | ||
| Q2 24 | $2.8B | $7.9B | ||
| Q1 24 | $2.8B | $7.8B |
总资产RBCRVTY
| Q4 25 | $5.1B | $12.2B | ||
| Q3 25 | $5.1B | $12.1B | ||
| Q2 25 | $4.8B | $12.4B | ||
| Q1 25 | $4.7B | $12.4B | ||
| Q4 24 | $4.7B | $12.4B | ||
| Q3 24 | $4.7B | $12.8B | ||
| Q2 24 | $4.7B | $13.4B | ||
| Q1 24 | $4.7B | $13.4B |
负债/权益比RBCRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $99.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 21.5% | 21.0% |
| 资本支出强度资本支出/营收 | 5.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.81× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流RBCRVTY
| Q4 25 | $122.1M | $182.0M | ||
| Q3 25 | $88.4M | $138.5M | ||
| Q2 25 | $120.0M | $134.3M | ||
| Q1 25 | — | $128.2M | ||
| Q4 24 | $84.0M | $174.2M | ||
| Q3 24 | — | $147.9M | ||
| Q2 24 | $97.4M | $158.6M | ||
| Q1 24 | — | $147.6M |
自由现金流RBCRVTY
| Q4 25 | $99.1M | $161.8M | ||
| Q3 25 | $71.7M | $120.0M | ||
| Q2 25 | $104.3M | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | $73.6M | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | $88.4M | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率RBCRVTY
| Q4 25 | 21.5% | 21.0% | ||
| Q3 25 | 15.7% | 17.2% | ||
| Q2 25 | 23.9% | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | 18.7% | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | 21.8% | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度RBCRVTY
| Q4 25 | 5.0% | 2.6% | ||
| Q3 25 | 3.7% | 2.6% | ||
| Q2 25 | 3.6% | 2.6% | ||
| Q1 25 | 3.2% | 2.4% | ||
| Q4 24 | 2.6% | 3.4% | ||
| Q3 24 | 4.1% | 3.3% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率RBCRVTY
| Q4 25 | 1.81× | 1.85× | ||
| Q3 25 | 1.47× | 2.97× | ||
| Q2 25 | 1.75× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | 1.45× | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | 1.59× | 2.87× | ||
| Q1 24 | — | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
