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Archrock, Inc.（AROC）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Archrock, Inc.的1.8倍（$682.8M vs $377.1M），Archrock, Inc.净利率更高（31.0% vs -4.8%，领先35.8%），Archrock, Inc.同比增速更快（15.5% vs -0.4%），Archrock, Inc.自由现金流更多（$126.7M vs $56.0M），过去两年Archrock, Inc.的营收复合增速更高（18.5% vs -0.6%）
Archrock, Inc. 是领先的天然气压缩服务及相关设备解决方案供应商，主要服务北美油气领域，核心业务涵盖压缩系统租赁、维护、售后支持及销售，覆盖上游生产、中游运输与天然气加工板块。
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。
AROC vs RXT — 直观对比
营收规模更大
RXT
是对方的1.8倍
$377.1M
营收增速更快
AROC
高出15.9%
-0.4%
净利率更高
AROC
高出35.8%
-4.8%
自由现金流更多
AROC
多$70.7M
$56.0M
两年增速更快
AROC
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $377.1M | $682.8M |
| 净利润 | $116.8M | $-32.7M |
| 毛利率 | 53.0% | 17.6% |
| 营业利润率 | 39.4% | -0.5% |
| 净利率 | 31.0% | -4.8% |
| 营收同比 | 15.5% | -0.4% |
| 净利润同比 | 95.4% | 41.6% |
| 每股收益（稀释后） | $0.67 | $-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AROCRXT
| Q4 25 | $377.1M | $682.8M | ||
| Q3 25 | $382.4M | $671.2M | ||
| Q2 25 | $383.2M | $666.3M | ||
| Q1 25 | $347.2M | $665.4M | ||
| Q4 24 | $326.4M | $685.6M | ||
| Q3 24 | $292.2M | $675.8M | ||
| Q2 24 | $270.5M | $684.9M | ||
| Q1 24 | $268.5M | $690.8M |
净利润AROCRXT
| Q4 25 | $116.8M | $-32.7M | ||
| Q3 25 | $71.2M | $-67.1M | ||
| Q2 25 | $63.4M | $-54.5M | ||
| Q1 25 | $70.8M | $-71.5M | ||
| Q4 24 | $59.8M | $-56.0M | ||
| Q3 24 | $37.5M | $-186.6M | ||
| Q2 24 | $34.4M | $25.0M | ||
| Q1 24 | $40.5M | $-640.6M |
毛利率AROCRXT
| Q4 25 | 53.0% | 17.6% | ||
| Q3 25 | 48.5% | 19.4% | ||
| Q2 25 | 45.4% | 19.4% | ||
| Q1 25 | 47.4% | 19.1% | ||
| Q4 24 | 46.3% | 19.2% | ||
| Q3 24 | 44.4% | 20.3% | ||
| Q2 24 | 41.5% | 19.2% | ||
| Q1 24 | 42.1% | 19.2% |
营业利润率AROCRXT
| Q4 25 | 39.4% | -0.5% | ||
| Q3 25 | 25.3% | -5.1% | ||
| Q2 25 | 22.5% | -3.8% | ||
| Q1 25 | 26.5% | -5.8% | ||
| Q4 24 | 24.0% | -4.2% | ||
| Q3 24 | 18.1% | -25.7% | ||
| Q2 24 | 17.6% | -7.9% | ||
| Q1 24 | 20.0% | -94.5% |
净利率AROCRXT
| Q4 25 | 31.0% | -4.8% | ||
| Q3 25 | 18.6% | -10.0% | ||
| Q2 25 | 16.6% | -8.2% | ||
| Q1 25 | 20.4% | -10.7% | ||
| Q4 24 | 18.3% | -8.2% | ||
| Q3 24 | 12.8% | -27.6% | ||
| Q2 24 | 12.7% | 3.7% | ||
| Q1 24 | 15.1% | -92.7% |
每股收益（稀释后）AROCRXT
| Q4 25 | $0.67 | $-0.13 | ||
| Q3 25 | $0.40 | $-0.28 | ||
| Q2 25 | $0.36 | $-0.23 | ||
| Q1 25 | $0.40 | $-0.31 | ||
| Q4 24 | $0.35 | $-0.20 | ||
| Q3 24 | $0.22 | $-0.82 | ||
| Q2 24 | $0.22 | $0.11 | ||
| Q1 24 | $0.26 | $-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 | $1.6M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.5B | $-1.2B |
| 总资产 | $4.3B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AROCRXT
| Q4 25 | $1.6M | $105.8M | ||
| Q3 25 | $4.1M | $99.5M | ||
| Q2 25 | $5.9M | $103.9M | ||
| Q1 25 | $4.8M | $128.0M | ||
| Q4 24 | $4.4M | $144.0M | ||
| Q3 24 | $3.7M | $157.1M | ||
| Q2 24 | $919.0K | $190.2M | ||
| Q1 24 | $1.2M | $282.6M |
总债务AROCRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益AROCRXT
| Q4 25 | $1.5B | $-1.2B | ||
| Q3 25 | $1.4B | $-1.2B | ||
| Q2 25 | $1.4B | $-1.1B | ||
| Q1 25 | $1.3B | $-1.1B | ||
| Q4 24 | $1.3B | $-1.0B | ||
| Q3 24 | $1.3B | $-949.7M | ||
| Q2 24 | $894.5M | $-756.2M | ||
| Q1 24 | $882.1M | $-787.2M |
总资产AROCRXT
| Q4 25 | $4.3B | $2.8B | ||
| Q3 25 | $4.4B | $2.8B | ||
| Q2 25 | $4.4B | $2.9B | ||
| Q1 25 | $4.0B | $3.0B | ||
| Q4 24 | $3.8B | $3.1B | ||
| Q3 24 | $3.8B | $3.1B | ||
| Q2 24 | $2.7B | $3.4B | ||
| Q1 24 | $2.7B | $3.5B |
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 | $214.5M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $126.7M | $56.0M |
| 自由现金流率自由现金流/营收 | 33.6% | 8.2% |
| 资本支出强度资本支出/营收 | 23.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.84× | — |
| 过去12个月自由现金流最近4个季度 | $119.6M | $90.6M |
8季度趋势，按日历期对齐
经营现金流AROCRXT
| Q4 25 | $214.5M | $59.7M | ||
| Q3 25 | $164.5M | $70.7M | ||
| Q2 25 | $127.5M | $8.4M | ||
| Q1 25 | $115.6M | $12.6M | ||
| Q4 24 | $124.3M | $54.3M | ||
| Q3 24 | $96.9M | $51.8M | ||
| Q2 24 | $70.7M | $24.1M | ||
| Q1 24 | $137.7M | $-90.3M |
自由现金流AROCRXT
| Q4 25 | $126.7M | $56.0M | ||
| Q3 25 | $29.5M | $42.7M | ||
| Q2 25 | $16.0M | $-12.4M | ||
| Q1 25 | $-52.5M | $4.3M | ||
| Q4 24 | $26.4M | $34.4M | ||
| Q3 24 | $26.9M | $27.3M | ||
| Q2 24 | $-20.6M | $-14.5M | ||
| Q1 24 | $37.9M | $-118.4M |
自由现金流率AROCRXT
| Q4 25 | 33.6% | 8.2% | ||
| Q3 25 | 7.7% | 6.4% | ||
| Q2 25 | 4.2% | -1.9% | ||
| Q1 25 | -15.1% | 0.6% | ||
| Q4 24 | 8.1% | 5.0% | ||
| Q3 24 | 9.2% | 4.0% | ||
| Q2 24 | -7.6% | -2.1% | ||
| Q1 24 | 14.1% | -17.1% |
资本支出强度AROCRXT
| Q4 25 | 23.3% | 0.5% | ||
| Q3 25 | 35.3% | 4.2% | ||
| Q2 25 | 29.1% | 3.1% | ||
| Q1 25 | 48.4% | 1.2% | ||
| Q4 24 | 30.0% | 2.9% | ||
| Q3 24 | 24.0% | 3.6% | ||
| Q2 24 | 33.7% | 5.6% | ||
| Q1 24 | 37.2% | 4.1% |
现金转化率AROCRXT
| Q4 25 | 1.84× | — | ||
| Q3 25 | 2.31× | — | ||
| Q2 25 | 2.01× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 2.08× | — | ||
| Q3 24 | 2.58× | — | ||
| Q2 24 | 2.05× | 0.96× | ||
| Q1 24 | 3.40× | — |
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
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
