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艾仕得（AXTA）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
艾仕得的季度营收约是Rackspace Technology, Inc.的1.8倍（$1.3B vs $682.8M），艾仕得净利率更高（4.8% vs -4.8%，领先9.5%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -3.7%），艾仕得自由现金流更多（$286.0M vs $56.0M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% vs -1.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs RXT — 直观对比
营收规模更大
AXTA
是对方的1.8倍
$682.8M
营收增速更快
RXT
高出3.3%
-3.7%
净利率更高
AXTA
高出9.5%
-4.8%
自由现金流更多
AXTA
多$230.0M
$56.0M
两年增速更快
RXT
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $682.8M |
| 净利润 | $60.0M | $-32.7M |
| 毛利率 | 33.4% | 17.6% |
| 营业利润率 | 12.8% | -0.5% |
| 净利率 | 4.8% | -4.8% |
| 营收同比 | -3.7% | -0.4% |
| 净利润同比 | -56.2% | 41.6% |
| 每股收益（稀释后） | $0.28 | $-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AXTARXT
| Q4 25 | $1.3B | $682.8M | ||
| Q3 25 | $1.3B | $671.2M | ||
| Q2 25 | $1.3B | $666.3M | ||
| Q1 25 | $1.3B | $665.4M | ||
| Q4 24 | $1.3B | $685.6M | ||
| Q3 24 | $1.3B | $675.8M | ||
| Q2 24 | $1.4B | $684.9M | ||
| Q1 24 | $1.3B | $690.8M |
净利润AXTARXT
| Q4 25 | $60.0M | $-32.7M | ||
| Q3 25 | $110.0M | $-67.1M | ||
| Q2 25 | $109.0M | $-54.5M | ||
| Q1 25 | $99.0M | $-71.5M | ||
| Q4 24 | $137.0M | $-56.0M | ||
| Q3 24 | $101.0M | $-186.6M | ||
| Q2 24 | $112.0M | $25.0M | ||
| Q1 24 | $41.0M | $-640.6M |
毛利率AXTARXT
| Q4 25 | 33.4% | 17.6% | ||
| Q3 25 | 34.9% | 19.4% | ||
| Q2 25 | 35.0% | 19.4% | ||
| Q1 25 | 34.3% | 19.1% | ||
| Q4 24 | 34.1% | 19.2% | ||
| Q3 24 | 35.0% | 20.3% | ||
| Q2 24 | 34.0% | 19.2% | ||
| Q1 24 | 33.2% | 19.2% |
营业利润率AXTARXT
| Q4 25 | 12.8% | -0.5% | ||
| Q3 25 | 15.8% | -5.1% | ||
| Q2 25 | 14.8% | -3.8% | ||
| Q1 25 | 13.9% | -5.8% | ||
| Q4 24 | 14.3% | -4.2% | ||
| Q3 24 | 14.6% | -25.7% | ||
| Q2 24 | 15.2% | -7.9% | ||
| Q1 24 | 9.4% | -94.5% |
净利率AXTARXT
| Q4 25 | 4.8% | -4.8% | ||
| Q3 25 | 8.5% | -10.0% | ||
| Q2 25 | 8.4% | -8.2% | ||
| Q1 25 | 7.8% | -10.7% | ||
| Q4 24 | 10.5% | -8.2% | ||
| Q3 24 | 7.7% | -27.6% | ||
| Q2 24 | 8.3% | 3.7% | ||
| Q1 24 | 3.2% | -92.7% |
每股收益（稀释后）AXTARXT
| Q4 25 | $0.28 | $-0.13 | ||
| Q3 25 | $0.51 | $-0.28 | ||
| Q2 25 | $0.50 | $-0.23 | ||
| Q1 25 | $0.45 | $-0.31 | ||
| Q4 24 | $0.63 | $-0.20 | ||
| Q3 24 | $0.46 | $-0.82 | ||
| Q2 24 | $0.51 | $0.11 | ||
| Q1 24 | $0.18 | $-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 | $657.0M | $105.8M |
| 总债务越低越好 | $3.2B | $2.7B |
| 股东权益账面价值 | $2.3B | $-1.2B |
| 总资产 | $7.6B | $2.8B |
| 负债/权益比越低杠杆越低 | 1.36× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTARXT
| Q4 25 | $657.0M | $105.8M | ||
| Q3 25 | $606.0M | $99.5M | ||
| Q2 25 | $625.0M | $103.9M | ||
| Q1 25 | $575.0M | $128.0M | ||
| Q4 24 | $593.0M | $144.0M | ||
| Q3 24 | $567.0M | $157.1M | ||
| Q2 24 | $840.0M | $190.2M | ||
| Q1 24 | $624.0M | $282.6M |
总债务AXTARXT
| Q4 25 | $3.2B | $2.7B | ||
| Q3 25 | $3.4B | $2.8B | ||
| Q2 25 | $3.4B | $2.8B | ||
| Q1 25 | $3.4B | $2.8B | ||
| Q4 24 | $3.4B | $2.8B | ||
| Q3 24 | $3.5B | $2.8B | ||
| Q2 24 | $3.6B | $2.9B | ||
| Q1 24 | $3.4B | $3.0B |
股东权益AXTARXT
| Q4 25 | $2.3B | $-1.2B | ||
| Q3 25 | $2.3B | $-1.2B | ||
| Q2 25 | $2.3B | $-1.1B | ||
| Q1 25 | $2.1B | $-1.1B | ||
| Q4 24 | $1.9B | $-1.0B | ||
| Q3 24 | $1.9B | $-949.7M | ||
| Q2 24 | $1.8B | $-756.2M | ||
| Q1 24 | $1.7B | $-787.2M |
总资产AXTARXT
| Q4 25 | $7.6B | $2.8B | ||
| Q3 25 | $7.8B | $2.8B | ||
| Q2 25 | $7.8B | $2.9B | ||
| Q1 25 | $7.4B | $3.0B | ||
| Q4 24 | $7.2B | $3.1B | ||
| Q3 24 | $7.5B | $3.1B | ||
| Q2 24 | $7.3B | $3.4B | ||
| Q1 24 | $7.1B | $3.5B |
负债/权益比AXTARXT
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 1.97× | — |
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 | $344.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $286.0M | $56.0M |
| 自由现金流率自由现金流/营收 | 22.7% | 8.2% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 5.73× | — |
| 过去12个月自由现金流最近4个季度 | $453.0M | $90.6M |
8季度趋势，按日历期对齐
经营现金流AXTARXT
| Q4 25 | $344.0M | $59.7M | ||
| Q3 25 | $137.0M | $70.7M | ||
| Q2 25 | $142.0M | $8.4M | ||
| Q1 25 | $26.0M | $12.6M | ||
| Q4 24 | $234.0M | $54.3M | ||
| Q3 24 | $194.0M | $51.8M | ||
| Q2 24 | $114.0M | $24.1M | ||
| Q1 24 | $34.0M | $-90.3M |
自由现金流AXTARXT
| Q4 25 | $286.0M | $56.0M | ||
| Q3 25 | $87.0M | $42.7M | ||
| Q2 25 | $97.0M | $-12.4M | ||
| Q1 25 | $-17.0M | $4.3M | ||
| Q4 24 | $172.0M | $34.4M | ||
| Q3 24 | $161.0M | $27.3M | ||
| Q2 24 | $91.0M | $-14.5M | ||
| Q1 24 | $12.0M | $-118.4M |
自由现金流率AXTARXT
| Q4 25 | 22.7% | 8.2% | ||
| Q3 25 | 6.8% | 6.4% | ||
| Q2 25 | 7.4% | -1.9% | ||
| Q1 25 | -1.3% | 0.6% | ||
| Q4 24 | 13.1% | 5.0% | ||
| Q3 24 | 12.2% | 4.0% | ||
| Q2 24 | 6.7% | -2.1% | ||
| Q1 24 | 0.9% | -17.1% |
资本支出强度AXTARXT
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 3.9% | 4.2% | ||
| Q2 25 | 3.4% | 3.1% | ||
| Q1 25 | 3.4% | 1.2% | ||
| Q4 24 | 4.7% | 2.9% | ||
| Q3 24 | 2.5% | 3.6% | ||
| Q2 24 | 1.7% | 5.6% | ||
| Q1 24 | 1.7% | 4.1% |
现金转化率AXTARXT
| Q4 25 | 5.73× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 1.02× | 0.96× | ||
| Q1 24 | 0.83× | — |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
