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RBC Bearings INC（RBC）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是RBC Bearings INC的1.5倍（$682.8M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -4.8%，领先19.4%），RBC Bearings INC同比增速更快（17.0% vs -0.4%），RBC Bearings INC自由现金流更多（$99.1M vs $56.0M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
RBC vs RXT — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $682.8M |
| 净利润 | $67.4M | $-32.7M |
| 毛利率 | 44.3% | 17.6% |
| 营业利润率 | 22.3% | -0.5% |
| 净利率 | 14.6% | -4.8% |
| 营收同比 | 17.0% | -0.4% |
| 净利润同比 | 16.4% | 41.6% |
| 每股收益（稀释后） | $2.13 | $-0.13 |
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
| Q4 25 | $461.6M | $682.8M | ||
| Q3 25 | $455.3M | $671.2M | ||
| Q2 25 | $436.0M | $666.3M | ||
| Q1 25 | $437.7M | $665.4M | ||
| Q4 24 | $394.4M | $685.6M | ||
| Q3 24 | $397.9M | $675.8M | ||
| Q2 24 | $406.3M | $684.9M | ||
| Q1 24 | $413.7M | $690.8M |
| Q4 25 | $67.4M | $-32.7M | ||
| Q3 25 | $60.0M | $-67.1M | ||
| Q2 25 | $68.5M | $-54.5M | ||
| Q1 25 | $72.7M | $-71.5M | ||
| Q4 24 | $57.9M | $-56.0M | ||
| Q3 24 | $54.2M | $-186.6M | ||
| Q2 24 | $61.4M | $25.0M | ||
| Q1 24 | — | $-640.6M |
| Q4 25 | 44.3% | 17.6% | ||
| Q3 25 | 44.1% | 19.4% | ||
| Q2 25 | 44.8% | 19.4% | ||
| Q1 25 | 44.2% | 19.1% | ||
| Q4 24 | 44.3% | 19.2% | ||
| Q3 24 | 43.7% | 20.3% | ||
| Q2 24 | 45.3% | 19.2% | ||
| Q1 24 | 43.1% | 19.2% |
| Q4 25 | 22.3% | -0.5% | ||
| Q3 25 | 21.5% | -5.1% | ||
| Q2 25 | 23.2% | -3.8% | ||
| Q1 25 | 23.0% | -5.8% | ||
| Q4 24 | 21.7% | -4.2% | ||
| Q3 24 | 21.6% | -25.7% | ||
| Q2 24 | 24.0% | -7.9% | ||
| Q1 24 | 22.8% | -94.5% |
| Q4 25 | 14.6% | -4.8% | ||
| Q3 25 | 13.2% | -10.0% | ||
| Q2 25 | 15.7% | -8.2% | ||
| Q1 25 | 16.6% | -10.7% | ||
| Q4 24 | 14.7% | -8.2% | ||
| Q3 24 | 13.6% | -27.6% | ||
| Q2 24 | 15.1% | 3.7% | ||
| Q1 24 | — | -92.7% |
| Q4 25 | $2.13 | $-0.13 | ||
| Q3 25 | $1.90 | $-0.28 | ||
| Q2 25 | $2.17 | $-0.23 | ||
| Q1 25 | $2.33 | $-0.31 | ||
| Q4 24 | $1.82 | $-0.20 | ||
| Q3 24 | $1.65 | $-0.82 | ||
| Q2 24 | $1.90 | $0.11 | ||
| Q1 24 | $1.92 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $990.2M | $2.7B |
| 股东权益账面价值 | $3.3B | $-1.2B |
| 总资产 | $5.1B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
| Q4 25 | $107.6M | $105.8M | ||
| Q3 25 | $91.2M | $99.5M | ||
| Q2 25 | $132.9M | $103.9M | ||
| Q1 25 | $36.8M | $128.0M | ||
| Q4 24 | — | $144.0M | ||
| Q3 24 | — | $157.1M | ||
| Q2 24 | $76.8M | $190.2M | ||
| Q1 24 | $63.5M | $282.6M |
| Q4 25 | $990.2M | $2.7B | ||
| Q3 25 | $1.1B | $2.8B | ||
| Q2 25 | $915.6M | $2.8B | ||
| Q1 25 | $920.1M | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $1.2B | $3.0B |
| Q4 25 | $3.3B | $-1.2B | ||
| Q3 25 | $3.2B | $-1.2B | ||
| Q2 25 | $3.1B | $-1.1B | ||
| Q1 25 | $3.0B | $-1.1B | ||
| Q4 24 | $2.9B | $-1.0B | ||
| Q3 24 | $2.9B | $-949.7M | ||
| Q2 24 | $2.8B | $-756.2M | ||
| Q1 24 | $2.8B | $-787.2M |
| Q4 25 | $5.1B | $2.8B | ||
| Q3 25 | $5.1B | $2.8B | ||
| Q2 25 | $4.8B | $2.9B | ||
| Q1 25 | $4.7B | $3.0B | ||
| Q4 24 | $4.7B | $3.1B | ||
| Q3 24 | $4.7B | $3.1B | ||
| Q2 24 | $4.7B | $3.4B | ||
| Q1 24 | $4.7B | $3.5B |
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $99.1M | $56.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 8.2% |
| 资本支出强度资本支出/营收 | 5.0% | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $122.1M | $59.7M | ||
| Q3 25 | $88.4M | $70.7M | ||
| Q2 25 | $120.0M | $8.4M | ||
| Q1 25 | — | $12.6M | ||
| Q4 24 | $84.0M | $54.3M | ||
| Q3 24 | — | $51.8M | ||
| Q2 24 | $97.4M | $24.1M | ||
| Q1 24 | — | $-90.3M |
| Q4 25 | $99.1M | $56.0M | ||
| Q3 25 | $71.7M | $42.7M | ||
| Q2 25 | $104.3M | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | $73.6M | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | $88.4M | $-14.5M | ||
| Q1 24 | — | $-118.4M |
| Q4 25 | 21.5% | 8.2% | ||
| Q3 25 | 15.7% | 6.4% | ||
| Q2 25 | 23.9% | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 18.7% | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 21.8% | -2.1% | ||
| Q1 24 | — | -17.1% |
| Q4 25 | 5.0% | 0.5% | ||
| Q3 25 | 3.7% | 4.2% | ||
| Q2 25 | 3.6% | 3.1% | ||
| Q1 25 | 3.2% | 1.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 4.1% | 3.6% | ||
| Q2 24 | 2.2% | 5.6% | ||
| Q1 24 | — | 4.1% |
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.59× | 0.96× | ||
| Q1 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
