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ALKAMI TECHNOLOGY, INC.(ALKT)与RE/MAX Holdings, Inc.(RMAX)财务数据对比。点击上方公司名可切换其他公司
ALKAMI TECHNOLOGY, INC.的季度营收约是RE/MAX Holdings, Inc.的1.8倍($126.1M vs $71.1M),RE/MAX Holdings, Inc.净利率更高(2.0% vs -7.9%,领先9.9%),ALKAMI TECHNOLOGY, INC.同比增速更快(28.9% vs -1.8%),RE/MAX Holdings, Inc.自由现金流更多($33.5M vs $-7.4M),过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高(23.9% vs -4.7%)
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商,主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能,助力合作机构优化终端用户的数字银行使用体验。
RE/MAX是全球知名的房地产特许经营机构,业务遍布全球一百多个国家和地区,旗下拥有数千家门店,总计超过十万名房产经纪人,在国际房产中介领域拥有极高的品牌知名度与市场影响力。
ALKT vs RMAX — 直观对比
营收规模更大
ALKT
是对方的1.8倍
$71.1M
营收增速更快
ALKT
高出30.8%
-1.8%
净利率更高
RMAX
高出9.9%
-7.9%
自由现金流更多
RMAX
多$40.9M
$-7.4M
两年增速更快
ALKT
近两年复合增速
-4.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $126.1M | $71.1M |
| 净利润 | $-10.0M | $1.4M |
| 毛利率 | 58.6% | — |
| 营业利润率 | 36.9% | 13.1% |
| 净利率 | -7.9% | 2.0% |
| 营收同比 | 28.9% | -1.8% |
| 净利润同比 | -27.5% | -75.2% |
| 每股收益(稀释后) | — | — |
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
ALKT
RMAX
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $71.1M | ||
| Q3 25 | $113.0M | $73.2M | ||
| Q2 25 | $112.1M | $72.8M | ||
| Q1 25 | $97.8M | $74.5M | ||
| Q4 24 | $89.7M | $72.5M | ||
| Q3 24 | $85.9M | $78.5M | ||
| Q2 24 | $82.2M | $78.5M |
净利润
ALKT
RMAX
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | $1.4M | ||
| Q3 25 | $-14.8M | $4.0M | ||
| Q2 25 | $-13.6M | $4.7M | ||
| Q1 25 | — | $-2.0M | ||
| Q4 24 | — | $5.8M | ||
| Q3 24 | $-9.4M | $966.0K | ||
| Q2 24 | $-12.3M | $3.7M |
毛利率
ALKT
RMAX
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | — | ||
| Q3 25 | 56.8% | — | ||
| Q2 25 | 58.6% | — | ||
| Q1 25 | 59.0% | — | ||
| Q4 24 | 59.3% | — | ||
| Q3 24 | 58.9% | — | ||
| Q2 24 | 59.4% | — |
营业利润率
ALKT
RMAX
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 13.1% | ||
| Q3 25 | -11.4% | 25.0% | ||
| Q2 25 | -14.2% | 19.3% | ||
| Q1 25 | -15.7% | 7.2% | ||
| Q4 24 | -9.6% | 5.9% | ||
| Q3 24 | -12.1% | 19.4% | ||
| Q2 24 | -16.1% | 20.6% |
净利率
ALKT
RMAX
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | -13.1% | 5.4% | ||
| Q2 25 | -12.1% | 6.4% | ||
| Q1 25 | — | -2.6% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | -11.0% | 1.2% | ||
| Q2 24 | -15.0% | 4.7% |
每股收益(稀释后)
ALKT
RMAX
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | — | ||
| Q3 25 | $-0.14 | — | ||
| Q2 25 | $-0.13 | — | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $-0.13 | — |
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 | $40.4M | $118.7M |
| 总债务越低越好 | — | $432.2M |
| 股东权益账面价值 | $370.7M | $452.4M |
| 总资产 | $829.3M | $582.5M |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势,按日历期对齐
现金及短期投资
ALKT
RMAX
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $118.7M | ||
| Q3 25 | $57.3M | $107.5M | ||
| Q2 25 | $52.4M | $94.3M | ||
| Q1 25 | $61.7M | $89.1M | ||
| Q4 24 | $94.4M | $96.6M | ||
| Q3 24 | $81.0M | $83.8M | ||
| Q2 24 | $61.4M | $66.1M |
总债务
ALKT
RMAX
| Q1 26 | — | — | ||
| Q4 25 | — | $432.2M | ||
| Q3 25 | — | $433.3M | ||
| Q2 25 | — | $434.4M | ||
| Q1 25 | — | $435.3M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $437.2M | ||
| Q2 24 | — | $438.1M |
股东权益
ALKT
RMAX
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $452.4M | ||
| Q3 25 | $350.1M | $448.1M | ||
| Q2 25 | $344.0M | $442.4M | ||
| Q1 25 | $334.0M | $433.5M | ||
| Q4 24 | $357.0M | $429.5M | ||
| Q3 24 | $338.5M | $423.1M | ||
| Q2 24 | $327.2M | $418.4M |
总资产
ALKT
RMAX
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $582.5M | ||
| Q3 25 | $835.2M | $582.2M | ||
| Q2 25 | $840.4M | $574.8M | ||
| Q1 25 | $837.2M | $571.4M | ||
| Q4 24 | $437.3M | $581.6M | ||
| Q3 24 | $422.2M | $578.6M | ||
| Q2 24 | $403.9M | $571.4M |
负债/权益比
ALKT
RMAX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.00× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.05× |
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 | $-4.8M | $40.9M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $33.5M |
| 自由现金流率自由现金流/营收 | -5.8% | 47.1% |
| 资本支出强度资本支出/营收 | — | 10.4% |
| 现金转化率经营现金流/净利润 | — | 28.39× |
| 过去12个月自由现金流最近4个季度 | $40.1M | $56.8M |
8季度趋势,按日历期对齐
经营现金流
ALKT
RMAX
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $40.9M | ||
| Q3 25 | $30.8M | $17.7M | ||
| Q2 25 | $1.2M | $4.6M | ||
| Q1 25 | $-5.7M | $5.7M | ||
| Q4 24 | $6.1M | $59.7M | ||
| Q3 24 | $11.0M | $17.6M | ||
| Q2 24 | $548.0K | $15.9M |
自由现金流
ALKT
RMAX
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $33.5M | ||
| Q3 25 | $30.5M | $16.4M | ||
| Q2 25 | $760.0K | $2.9M | ||
| Q1 25 | $-6.1M | $4.0M | ||
| Q4 24 | $6.0M | $53.0M | ||
| Q3 24 | $10.7M | $16.3M | ||
| Q2 24 | $123.0K | $14.0M |
自由现金流率
ALKT
RMAX
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | 47.1% | ||
| Q3 25 | 27.0% | 22.4% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | -6.3% | 5.3% | ||
| Q4 24 | 6.6% | 73.2% | ||
| Q3 24 | 12.4% | 20.8% | ||
| Q2 24 | 0.1% | 17.8% |
资本支出强度
ALKT
RMAX
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 10.4% | ||
| Q3 25 | 0.2% | 1.8% | ||
| Q2 25 | 0.4% | 2.2% | ||
| Q1 25 | 0.5% | 2.3% | ||
| Q4 24 | 0.2% | 9.1% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.5% | 2.4% |
现金转化率
ALKT
RMAX
| Q1 26 | — | — | ||
| Q4 25 | — | 28.39× | ||
| Q3 25 | — | 4.45× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 10.28× | ||
| Q3 24 | — | 18.22× | ||
| Q2 24 | — | 4.29× |
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
ALKT
暂无分部数据
RMAX
| Franchising Segment | $50.1M | 70% |
| Broker Fees | $13.9M | 20% |
| Annual Dues | $7.4M | 10% |