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RBC Bearings INC（RBC）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是世纪互联的1.3倍（$461.6M vs $362.7M），RBC Bearings INC净利率更高（14.6% vs -10.7%，领先25.3%），RBC Bearings INC自由现金流更多（$99.1M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
RBC vs VNET — 直观对比
营收规模更大
RBC
是对方的1.3倍
$362.7M
净利率更高
RBC
高出25.3%
-10.7%
自由现金流更多
RBC
多$292.2M
$-193.1M
两年增速更快
VNET
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $461.6M | $362.7M |
| 净利润 | $67.4M | $-38.7M |
| 毛利率 | 44.3% | 20.9% |
| 营业利润率 | 22.3% | 0.5% |
| 净利率 | 14.6% | -10.7% |
| 营收同比 | 17.0% | — |
| 净利润同比 | 16.4% | — |
| 每股收益（稀释后） | $2.13 | — |
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
营收RBCVNET
| Q4 25 | $461.6M | — | ||
| Q3 25 | $455.3M | $362.7M | ||
| Q2 25 | $436.0M | — | ||
| Q1 25 | $437.7M | $309.5M | ||
| Q4 24 | $394.4M | — | ||
| Q3 24 | $397.9M | $302.2M | ||
| Q2 24 | $406.3M | $274.4M | ||
| Q1 24 | $413.7M | $262.9M |
净利润RBCVNET
| Q4 25 | $67.4M | — | ||
| Q3 25 | $60.0M | $-38.7M | ||
| Q2 25 | $68.5M | — | ||
| Q1 25 | $72.7M | $-2.4M | ||
| Q4 24 | $57.9M | — | ||
| Q3 24 | $54.2M | $-2.1M | ||
| Q2 24 | $61.4M | $-1.1M | ||
| Q1 24 | — | $-22.0M |
毛利率RBCVNET
| Q4 25 | 44.3% | — | ||
| Q3 25 | 44.1% | 20.9% | ||
| Q2 25 | 44.8% | — | ||
| Q1 25 | 44.2% | 25.2% | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 43.7% | 23.2% | ||
| Q2 24 | 45.3% | 21.3% | ||
| Q1 24 | 43.1% | 21.6% |
营业利润率RBCVNET
| Q4 25 | 22.3% | — | ||
| Q3 25 | 21.5% | 0.5% | ||
| Q2 25 | 23.2% | — | ||
| Q1 25 | 23.0% | 0.1% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 21.6% | 24.5% | ||
| Q2 24 | 24.0% | 0.2% | ||
| Q1 24 | 22.8% | 0.2% |
净利率RBCVNET
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.2% | -10.7% | ||
| Q2 25 | 15.7% | — | ||
| Q1 25 | 16.6% | -0.8% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 13.6% | -0.7% | ||
| Q2 24 | 15.1% | -0.4% | ||
| Q1 24 | — | -8.4% |
每股收益（稀释后）RBCVNET
| Q4 25 | $2.13 | — | ||
| Q3 25 | $1.90 | — | ||
| Q2 25 | $2.17 | — | ||
| Q1 25 | $2.33 | — | ||
| Q4 24 | $1.82 | — | ||
| Q3 24 | $1.65 | — | ||
| Q2 24 | $1.90 | — | ||
| Q1 24 | $1.92 | — |
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 | $492.1M |
| 总债务越低越好 | $990.2M | — |
| 股东权益账面价值 | $3.3B | $890.8M |
| 总资产 | $5.1B | $6.1B |
| 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RBCVNET
| Q4 25 | $107.6M | — | ||
| Q3 25 | $91.2M | $492.1M | ||
| Q2 25 | $132.9M | — | ||
| Q1 25 | $36.8M | $544.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $219.5M | ||
| Q2 24 | $76.8M | $247.2M | ||
| Q1 24 | $63.5M | $246.9M |
总债务RBCVNET
| Q4 25 | $990.2M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $915.6M | — | ||
| Q1 25 | $920.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.2B | — |
股东权益RBCVNET
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | $890.8M | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | $927.8M | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $902.9M | ||
| Q2 24 | $2.8B | $900.6M | ||
| Q1 24 | $2.8B | $895.1M |
总资产RBCVNET
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | $6.1B | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $4.7B | $5.4B | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.7B | $4.3B | ||
| Q2 24 | $4.7B | $4.0B | ||
| Q1 24 | $4.7B | $3.9B |
负债/权益比RBCVNET
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $99.1M | $-193.1M |
| 自由现金流率自由现金流/营收 | 21.5% | -53.2% |
| 资本支出强度资本支出/营收 | 5.0% | 84.6% |
| 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 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流RBCVNET
| Q4 25 | $122.1M | — | ||
| Q3 25 | $88.4M | $113.8M | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | $84.0M | — | ||
| Q3 24 | — | $108.3M | ||
| Q2 24 | $97.4M | $55.8M | ||
| Q1 24 | — | $37.1M |
自由现金流RBCVNET
| Q4 25 | $99.1M | — | ||
| Q3 25 | $71.7M | $-193.1M | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | $88.4M | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率RBCVNET
| Q4 25 | 21.5% | — | ||
| Q3 25 | 15.7% | -53.2% | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | 21.8% | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度RBCVNET
| Q4 25 | 5.0% | — | ||
| Q3 25 | 3.7% | 84.6% | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.2% | 79.8% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.1% | 67.3% | ||
| Q2 24 | 2.2% | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率RBCVNET
| 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% |
VNET
暂无分部数据
