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RBC Bearings INC（RBC）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.3倍（$461.6M vs $342.1M），RBC Bearings INC净利率更高（14.6% vs -1.9%，领先16.5%），RBC Bearings INC同比增速更快（17.0% vs 7.3%），RBC Bearings INC自由现金流更多（$99.1M vs $5.6M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
RBC vs SFIX — 直观对比
营收规模更大
RBC
是对方的1.3倍
$342.1M
营收增速更快
RBC
高出9.7%
7.3%
净利率更高
RBC
高出16.5%
-1.9%
自由现金流更多
RBC
多$93.5M
$5.6M
两年增速更快
RBC
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $342.1M |
| 净利润 | $67.4M | $-6.4M |
| 毛利率 | 44.3% | 43.6% |
| 营业利润率 | 22.3% | -2.5% |
| 净利率 | 14.6% | -1.9% |
| 营收同比 | 17.0% | 7.3% |
| 净利润同比 | 16.4% | -1.7% |
| 每股收益（稀释后） | $2.13 | $-0.05 |
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RBCSFIX
| Q4 25 | $461.6M | $342.1M | ||
| Q3 25 | $455.3M | $311.2M | ||
| Q2 25 | $436.0M | $325.0M | ||
| Q1 25 | $437.7M | $312.1M | ||
| Q4 24 | $394.4M | $318.8M | ||
| Q3 24 | $397.9M | $319.6M | ||
| Q2 24 | $406.3M | $322.7M | ||
| Q1 24 | $413.7M | $330.4M |
净利润RBCSFIX
| Q4 25 | $67.4M | $-6.4M | ||
| Q3 25 | $60.0M | $-8.6M | ||
| Q2 25 | $68.5M | $-7.4M | ||
| Q1 25 | $72.7M | $-6.5M | ||
| Q4 24 | $57.9M | $-6.3M | ||
| Q3 24 | $54.2M | $-36.5M | ||
| Q2 24 | $61.4M | $-21.3M | ||
| Q1 24 | — | $-35.5M |
毛利率RBCSFIX
| Q4 25 | 44.3% | 43.6% | ||
| Q3 25 | 44.1% | 43.6% | ||
| Q2 25 | 44.8% | 44.2% | ||
| Q1 25 | 44.2% | 44.5% | ||
| Q4 24 | 44.3% | 45.4% | ||
| Q3 24 | 43.7% | 44.6% | ||
| Q2 24 | 45.3% | 45.5% | ||
| Q1 24 | 43.1% | 43.4% |
营业利润率RBCSFIX
| Q4 25 | 22.3% | -2.5% | ||
| Q3 25 | 21.5% | -3.6% | ||
| Q2 25 | 23.2% | -3.0% | ||
| Q1 25 | 23.0% | -2.9% | ||
| Q4 24 | 21.7% | -2.8% | ||
| Q3 24 | 21.6% | -13.1% | ||
| Q2 24 | 24.0% | -7.7% | ||
| Q1 24 | 22.8% | -11.5% |
净利率RBCSFIX
| Q4 25 | 14.6% | -1.9% | ||
| Q3 25 | 13.2% | -2.8% | ||
| Q2 25 | 15.7% | -2.3% | ||
| Q1 25 | 16.6% | -2.1% | ||
| Q4 24 | 14.7% | -2.0% | ||
| Q3 24 | 13.6% | -11.4% | ||
| Q2 24 | 15.1% | -6.6% | ||
| Q1 24 | — | -10.8% |
每股收益（稀释后）RBCSFIX
| Q4 25 | $2.13 | $-0.05 | ||
| Q3 25 | $1.90 | $-0.06 | ||
| Q2 25 | $2.17 | $-0.06 | ||
| Q1 25 | $2.33 | $-0.05 | ||
| Q4 24 | $1.82 | $-0.05 | ||
| Q3 24 | $1.65 | $-0.29 | ||
| Q2 24 | $1.90 | $-0.18 | ||
| Q1 24 | $1.92 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $204.1M |
| 总资产 | $5.1B | $530.7M |
| 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RBCSFIX
| Q4 25 | $107.6M | $244.2M | ||
| Q3 25 | $91.2M | $234.9M | ||
| Q2 25 | $132.9M | $234.2M | ||
| Q1 25 | $36.8M | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M | ||
| Q2 24 | $76.8M | $244.5M | ||
| Q1 24 | $63.5M | $229.8M |
总债务RBCSFIX
| 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RBCSFIX
| Q4 25 | $3.3B | $204.1M | ||
| Q3 25 | $3.2B | $203.0M | ||
| Q2 25 | $3.1B | $200.4M | ||
| Q1 25 | $3.0B | $197.8M | ||
| Q4 24 | $2.9B | $190.5M | ||
| Q3 24 | $2.9B | $187.0M | ||
| Q2 24 | $2.8B | $208.9M | ||
| Q1 24 | $2.8B | $213.3M |
总资产RBCSFIX
| Q4 25 | $5.1B | $530.7M | ||
| Q3 25 | $5.1B | $480.6M | ||
| Q2 25 | $4.8B | $484.7M | ||
| Q1 25 | $4.7B | $472.6M | ||
| Q4 24 | $4.7B | $507.1M | ||
| Q3 24 | $4.7B | $486.9M | ||
| Q2 24 | $4.7B | $537.0M | ||
| Q1 24 | $4.7B | $538.3M |
负债/权益比RBCSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $99.1M | $5.6M |
| 自由现金流率自由现金流/营收 | 21.5% | 1.6% |
| 资本支出强度资本支出/营收 | 5.0% | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流RBCSFIX
| Q4 25 | $122.1M | $10.9M | ||
| Q3 25 | $88.4M | $7.0M | ||
| Q2 25 | $120.0M | $20.5M | ||
| Q1 25 | — | $-16.2M | ||
| Q4 24 | $84.0M | $14.3M | ||
| Q3 24 | — | $8.2M | ||
| Q2 24 | $97.4M | $21.7M | ||
| Q1 24 | — | $-22.3M |
自由现金流RBCSFIX
| Q4 25 | $99.1M | $5.6M | ||
| Q3 25 | $71.7M | $2.8M | ||
| Q2 25 | $104.3M | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | $73.6M | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | $88.4M | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率RBCSFIX
| Q4 25 | 21.5% | 1.6% | ||
| Q3 25 | 15.7% | 0.9% | ||
| Q2 25 | 23.9% | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | 18.7% | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | 21.8% | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度RBCSFIX
| Q4 25 | 5.0% | 1.6% | ||
| Q3 25 | 3.7% | 1.4% | ||
| Q2 25 | 3.6% | 1.4% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率RBCSFIX
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.59× | — | ||
| 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% |
SFIX
暂无分部数据
