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Arcosa, Inc.（ACA）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
Arcosa, Inc.的季度营收约是Rackspace Technology, Inc.的1.0倍（$716.7M vs $682.8M），Arcosa, Inc.净利率更高（7.3% vs -4.8%，领先12.1%），Arcosa, Inc.同比增速更快（7.6% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $55.8M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -0.6%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
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。
ACA vs RXT — 直观对比
营收规模更大
ACA
是对方的1.0倍
$682.8M
营收增速更快
ACA
高出8.0%
-0.4%
净利率更高
ACA
高出12.1%
-4.8%
自由现金流更多
RXT
多$200.0K
$55.8M
两年增速更快
ACA
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $682.8M |
| 净利润 | $52.1M | $-32.7M |
| 毛利率 | 22.9% | 17.6% |
| 营业利润率 | 11.0% | -0.5% |
| 净利率 | 7.3% | -4.8% |
| 营收同比 | 7.6% | -0.4% |
| 净利润同比 | 776.6% | 41.6% |
| 每股收益（稀释后） | $1.06 | $-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
营收ACARXT
| Q4 25 | $716.7M | $682.8M | ||
| Q3 25 | $797.8M | $671.2M | ||
| Q2 25 | $736.9M | $666.3M | ||
| Q1 25 | $632.0M | $665.4M | ||
| Q4 24 | $666.2M | $685.6M | ||
| Q3 24 | $640.4M | $675.8M | ||
| Q2 24 | $664.7M | $684.9M | ||
| Q1 24 | $598.6M | $690.8M |
净利润ACARXT
| Q4 25 | $52.1M | $-32.7M | ||
| Q3 25 | $73.0M | $-67.1M | ||
| Q2 25 | $59.7M | $-54.5M | ||
| Q1 25 | $23.6M | $-71.5M | ||
| Q4 24 | $-7.7M | $-56.0M | ||
| Q3 24 | $16.6M | $-186.6M | ||
| Q2 24 | $45.6M | $25.0M | ||
| Q1 24 | $39.2M | $-640.6M |
毛利率ACARXT
| Q4 25 | 22.9% | 17.6% | ||
| Q3 25 | 24.1% | 19.4% | ||
| Q2 25 | 22.5% | 19.4% | ||
| Q1 25 | 19.8% | 19.1% | ||
| Q4 24 | 19.3% | 19.2% | ||
| Q3 24 | 21.3% | 20.3% | ||
| Q2 24 | 20.8% | 19.2% | ||
| Q1 24 | 18.6% | 19.2% |
营业利润率ACARXT
| Q4 25 | 11.0% | -0.5% | ||
| Q3 25 | 14.1% | -5.1% | ||
| Q2 25 | 12.9% | -3.8% | ||
| Q1 25 | 8.8% | -5.8% | ||
| Q4 24 | 6.5% | -4.2% | ||
| Q3 24 | 5.3% | -25.7% | ||
| Q2 24 | 10.1% | -7.9% | ||
| Q1 24 | 8.9% | -94.5% |
净利率ACARXT
| Q4 25 | 7.3% | -4.8% | ||
| Q3 25 | 9.2% | -10.0% | ||
| Q2 25 | 8.1% | -8.2% | ||
| Q1 25 | 3.7% | -10.7% | ||
| Q4 24 | -1.2% | -8.2% | ||
| Q3 24 | 2.6% | -27.6% | ||
| Q2 24 | 6.9% | 3.7% | ||
| Q1 24 | 6.5% | -92.7% |
每股收益（稀释后）ACARXT
| Q4 25 | $1.06 | $-0.13 | ||
| Q3 25 | $1.48 | $-0.28 | ||
| Q2 25 | $1.22 | $-0.23 | ||
| Q1 25 | $0.48 | $-0.31 | ||
| Q4 24 | $-0.16 | $-0.20 | ||
| Q3 24 | $0.34 | $-0.82 | ||
| Q2 24 | $0.93 | $0.11 | ||
| Q1 24 | $0.80 | $-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 | $214.6M | $105.8M |
| 总债务越低越好 | $1.5B | $2.7B |
| 股东权益账面价值 | $2.6B | $-1.2B |
| 总资产 | $5.0B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资ACARXT
| Q4 25 | $214.6M | $105.8M | ||
| Q3 25 | $220.0M | $99.5M | ||
| Q2 25 | $189.7M | $103.9M | ||
| Q1 25 | $167.9M | $128.0M | ||
| Q4 24 | $187.3M | $144.0M | ||
| Q3 24 | $756.8M | $157.1M | ||
| Q2 24 | $103.7M | $190.2M | ||
| Q1 24 | $176.5M | $282.6M |
总债务ACARXT
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $1.7B | $2.8B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $699.9M | $2.9B | ||
| Q1 24 | $600.6M | $3.0B |
股东权益ACARXT
| Q4 25 | $2.6B | $-1.2B | ||
| Q3 25 | $2.6B | $-1.2B | ||
| Q2 25 | $2.5B | $-1.1B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.0B | ||
| Q3 24 | $2.4B | $-949.7M | ||
| Q2 24 | $2.4B | $-756.2M | ||
| Q1 24 | $2.4B | $-787.2M |
总资产ACARXT
| Q4 25 | $5.0B | $2.8B | ||
| Q3 25 | $5.1B | $2.8B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $4.9B | $3.0B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $4.4B | $3.1B | ||
| Q2 24 | $3.8B | $3.4B | ||
| Q1 24 | $3.7B | $3.5B |
负债/权益比ACARXT
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | — |
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 | $120.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $56.0M |
| 自由现金流率自由现金流/营收 | 7.8% | 8.2% |
| 资本支出强度资本支出/营收 | 9.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | $90.6M |
8季度趋势，按日历期对齐
经营现金流ACARXT
| Q4 25 | $120.0M | $59.7M | ||
| Q3 25 | $160.6M | $70.7M | ||
| Q2 25 | $61.2M | $8.4M | ||
| Q1 25 | $-700.0K | $12.6M | ||
| Q4 24 | $248.2M | $54.3M | ||
| Q3 24 | $135.0M | $51.8M | ||
| Q2 24 | $38.3M | $24.1M | ||
| Q1 24 | $80.5M | $-90.3M |
自由现金流ACARXT
| Q4 25 | $55.8M | $56.0M | ||
| Q3 25 | $121.0M | $42.7M | ||
| Q2 25 | $33.4M | $-12.4M | ||
| Q1 25 | $-34.7M | $4.3M | ||
| Q4 24 | $194.9M | $34.4M | ||
| Q3 24 | $100.6M | $27.3M | ||
| Q2 24 | $-9.3M | $-14.5M | ||
| Q1 24 | $26.1M | $-118.4M |
自由现金流率ACARXT
| Q4 25 | 7.8% | 8.2% | ||
| Q3 25 | 15.2% | 6.4% | ||
| Q2 25 | 4.5% | -1.9% | ||
| Q1 25 | -5.5% | 0.6% | ||
| Q4 24 | 29.3% | 5.0% | ||
| Q3 24 | 15.7% | 4.0% | ||
| Q2 24 | -1.4% | -2.1% | ||
| Q1 24 | 4.4% | -17.1% |
资本支出强度ACARXT
| Q4 25 | 9.0% | 0.5% | ||
| Q3 25 | 5.0% | 4.2% | ||
| Q2 25 | 3.8% | 3.1% | ||
| Q1 25 | 5.4% | 1.2% | ||
| Q4 24 | 8.0% | 2.9% | ||
| Q3 24 | 5.4% | 3.6% | ||
| Q2 24 | 7.2% | 5.6% | ||
| Q1 24 | 9.1% | 4.1% |
现金转化率ACARXT
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | — | ||
| Q2 24 | 0.84× | 0.96× | ||
| Q1 24 | 2.05× | — |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
