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Azenta, Inc.(AZTA)与Rapid7, Inc.(RPD)财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Azenta, Inc.的1.5倍($217.4M vs $148.6M),Rapid7, Inc.净利率更高(1.4% vs -10.4%,领先11.8%),Azenta, Inc.同比增速更快(0.8% vs 0.5%),Rapid7, Inc.自由现金流更多($36.4M vs $14.7M),过去两年Azenta, Inc.的营收复合增速更高(4.4% vs 3.0%)
Azenta成立于1978年,总部位于美国马萨诸塞州切姆斯福德,是全球知名的生命科学服务提供商,核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务,为生命科学领域研究及产业客户提供专业技术支持。
Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。
AZTA vs RPD — 直观对比
营收规模更大
RPD
是对方的1.5倍
$148.6M
营收增速更快
AZTA
高出0.2%
0.5%
净利率更高
RPD
高出11.8%
-10.4%
自由现金流更多
RPD
多$21.8M
$14.7M
两年增速更快
AZTA
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $148.6M | $217.4M |
| 净利润 | $-15.4M | $3.1M |
| 毛利率 | 42.9% | 68.9% |
| 营业利润率 | -4.9% | 1.0% |
| 净利率 | -10.4% | 1.4% |
| 营收同比 | 0.8% | 0.5% |
| 净利润同比 | -15.7% | 44.1% |
| 每股收益(稀释后) | $-0.34 | $0.05 |
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
AZTA
RPD
| Q4 25 | $148.6M | $217.4M | ||
| Q3 25 | $159.2M | $218.0M | ||
| Q2 25 | $143.9M | $214.2M | ||
| Q1 25 | $143.3M | $210.3M | ||
| Q4 24 | $147.4M | $216.3M | ||
| Q3 24 | $150.6M | $214.7M | ||
| Q2 24 | $144.3M | $208.0M | ||
| Q1 24 | $136.4M | $205.1M |
净利润
AZTA
RPD
| Q4 25 | $-15.4M | $3.1M | ||
| Q3 25 | $50.9M | $9.8M | ||
| Q2 25 | $-48.0M | $8.3M | ||
| Q1 25 | $-47.7M | $2.1M | ||
| Q4 24 | $-11.0M | $2.2M | ||
| Q3 24 | $-6.6M | $15.4M | ||
| Q2 24 | $-6.6M | $6.5M | ||
| Q1 24 | $-137.4M | $1.4M |
毛利率
AZTA
RPD
| Q4 25 | 42.9% | 68.9% | ||
| Q3 25 | 45.4% | 70.2% | ||
| Q2 25 | 46.2% | 70.6% | ||
| Q1 25 | 43.8% | 71.7% | ||
| Q4 24 | 46.7% | 69.5% | ||
| Q3 24 | 45.5% | 70.6% | ||
| Q2 24 | 44.8% | 70.7% | ||
| Q1 24 | 43.8% | 70.3% |
营业利润率
AZTA
RPD
| Q4 25 | -4.9% | 1.0% | ||
| Q3 25 | 1.2% | 2.7% | ||
| Q2 25 | -1.3% | 1.6% | ||
| Q1 25 | -12.7% | -0.0% | ||
| Q4 24 | -5.9% | 3.4% | ||
| Q3 24 | -3.1% | 6.0% | ||
| Q2 24 | -4.9% | 2.5% | ||
| Q1 24 | -18.1% | 4.7% |
净利率
AZTA
RPD
| Q4 25 | -10.4% | 1.4% | ||
| Q3 25 | 32.0% | 4.5% | ||
| Q2 25 | -33.4% | 3.9% | ||
| Q1 25 | -33.3% | 1.0% | ||
| Q4 24 | -7.5% | 1.0% | ||
| Q3 24 | -4.4% | 7.2% | ||
| Q2 24 | -4.5% | 3.1% | ||
| Q1 24 | -100.8% | 0.7% |
每股收益(稀释后)
AZTA
RPD
| Q4 25 | $-0.34 | $0.05 | ||
| Q3 25 | $1.12 | $0.15 | ||
| Q2 25 | $-1.05 | $0.13 | ||
| Q1 25 | $-1.04 | $0.03 | ||
| Q4 24 | $-0.25 | $0.08 | ||
| Q3 24 | $-0.25 | $0.21 | ||
| Q2 24 | $-0.12 | $0.09 | ||
| Q1 24 | $-2.48 | $0.02 |
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 | $336.6M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $154.7M |
| 总资产 | $2.1B | $1.7B |
| 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
AZTA
RPD
| Q4 25 | $336.6M | $474.7M | ||
| Q3 25 | $279.8M | $407.1M | ||
| Q2 25 | $270.0M | $511.7M | ||
| Q1 25 | $253.6M | $493.5M | ||
| Q4 24 | $377.5M | $521.7M | ||
| Q3 24 | $280.0M | $443.7M | ||
| Q2 24 | $336.5M | $442.6M | ||
| Q1 24 | $353.5M | $411.7M |
股东权益
AZTA
RPD
| Q4 25 | $1.7B | $154.7M | ||
| Q3 25 | $1.7B | $127.2M | ||
| Q2 25 | $1.7B | $90.4M | ||
| Q1 25 | $1.7B | $52.7M | ||
| Q4 24 | $1.7B | $17.7M | ||
| Q3 24 | $1.8B | $-5.1M | ||
| Q2 24 | $2.0B | $-52.6M | ||
| Q1 24 | $2.2B | $-86.4M |
总资产
AZTA
RPD
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.6B | $1.5B |
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 | $20.8M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $14.7M | $36.4M |
| 自由现金流率自由现金流/营收 | 9.9% | 16.8% |
| 资本支出强度资本支出/营收 | 4.2% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $30.9M | $146.2M |
8季度趋势,按日历期对齐
经营现金流
AZTA
RPD
| Q4 25 | $20.8M | $37.6M | ||
| Q3 25 | $2.2M | $39.0M | ||
| Q2 25 | $25.8M | $47.5M | ||
| Q1 25 | $14.4M | $29.8M | ||
| Q4 24 | $29.8M | $63.8M | ||
| Q3 24 | $17.7M | $44.0M | ||
| Q2 24 | $9.8M | $32.9M | ||
| Q1 24 | $8.7M | $31.1M |
自由现金流
AZTA
RPD
| Q4 25 | $14.7M | $36.4M | ||
| Q3 25 | $-5.7M | $34.8M | ||
| Q2 25 | $15.0M | $46.6M | ||
| Q1 25 | $7.0M | $28.4M | ||
| Q4 24 | $22.0M | $62.6M | ||
| Q3 24 | $8.3M | $42.6M | ||
| Q2 24 | $1.3M | $32.6M | ||
| Q1 24 | $428.0K | $30.4M |
自由现金流率
AZTA
RPD
| Q4 25 | 9.9% | 16.8% | ||
| Q3 25 | -3.6% | 16.0% | ||
| Q2 25 | 10.4% | 21.8% | ||
| Q1 25 | 4.9% | 13.5% | ||
| Q4 24 | 15.0% | 28.9% | ||
| Q3 24 | 5.5% | 19.9% | ||
| Q2 24 | 0.9% | 15.7% | ||
| Q1 24 | 0.3% | 14.8% |
资本支出强度
AZTA
RPD
| Q4 25 | 4.2% | 0.5% | ||
| Q3 25 | 4.9% | 1.9% | ||
| Q2 25 | 7.5% | 0.4% | ||
| Q1 25 | 5.2% | 0.6% | ||
| Q4 24 | 5.3% | 0.5% | ||
| Q3 24 | 6.2% | 0.6% | ||
| Q2 24 | 5.9% | 0.1% | ||
| Q1 24 | 6.1% | 0.3% |
现金转化率
AZTA
RPD
| Q4 25 | — | 12.01× | ||
| Q3 25 | 0.04× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |