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AZZ INC（AZZ）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
AZZ INC的季度营收约是Rapid7, Inc.的1.8倍（$385.1M vs $209.7M），AZZ INC净利率更高（4.1% vs 0.5%，领先3.6%），AZZ INC同比增速更快（9.4% vs -0.3%），过去两年Rapid7, Inc.的营收复合增速更高（0.4% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs RPD — 直观对比
营收规模更大
AZZ
是对方的1.8倍
$209.7M
营收增速更快
AZZ
高出9.7%
-0.3%
净利率更高
AZZ
高出3.6%
0.5%
两年增速更快
RPD
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $209.7M |
| 净利润 | $15.9M | $1.1M |
| 毛利率 | 22.7% | 69.1% |
| 营业利润率 | 14.8% | 30.6% |
| 净利率 | 4.1% | 0.5% |
| 营收同比 | 9.4% | -0.3% |
| 净利润同比 | 146.3% | -66.7% |
| 每股收益（稀释后） | $0.53 | $0.02 |
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AZZRPD
| Q4 26 | $385.1M | — | ||
| Q1 26 | — | $209.7M | ||
| Q4 25 | $425.7M | $217.4M | ||
| Q3 25 | $417.3M | $218.0M | ||
| Q2 25 | $422.0M | $214.2M | ||
| Q1 25 | $351.9M | $210.3M | ||
| Q4 24 | $403.7M | $216.3M | ||
| Q3 24 | $409.0M | $214.7M |
净利润AZZRPD
| Q4 26 | $15.9M | — | ||
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.1M | $3.1M | ||
| Q3 25 | $89.3M | $9.8M | ||
| Q2 25 | $170.9M | $8.3M | ||
| Q1 25 | $20.2M | $2.1M | ||
| Q4 24 | $33.6M | $2.2M | ||
| Q3 24 | $35.4M | $15.4M |
毛利率AZZRPD
| Q4 26 | 22.7% | — | ||
| Q1 26 | — | 69.1% | ||
| Q4 25 | 23.9% | 68.9% | ||
| Q3 25 | 24.3% | 70.2% | ||
| Q2 25 | 24.7% | 70.6% | ||
| Q1 25 | 22.4% | 71.7% | ||
| Q4 24 | 24.2% | 69.5% | ||
| Q3 24 | 25.3% | 70.6% |
营业利润率AZZRPD
| Q4 26 | 14.8% | — | ||
| Q1 26 | — | 30.6% | ||
| Q4 25 | 16.3% | 1.0% | ||
| Q3 25 | 16.4% | 2.7% | ||
| Q2 25 | 16.5% | 1.6% | ||
| Q1 25 | 11.5% | -0.0% | ||
| Q4 24 | 14.5% | 3.4% | ||
| Q3 24 | 16.5% | 6.0% |
净利率AZZRPD
| Q4 26 | 4.1% | — | ||
| Q1 26 | — | 0.5% | ||
| Q4 25 | 9.6% | 1.4% | ||
| Q3 25 | 21.4% | 4.5% | ||
| Q2 25 | 40.5% | 3.9% | ||
| Q1 25 | 5.7% | 1.0% | ||
| Q4 24 | 8.3% | 1.0% | ||
| Q3 24 | 8.7% | 7.2% |
每股收益（稀释后）AZZRPD
| Q4 26 | $0.53 | — | ||
| Q1 26 | — | $0.02 | ||
| Q4 25 | $1.36 | $0.05 | ||
| Q3 25 | $2.95 | $0.15 | ||
| Q2 25 | $5.66 | $0.13 | ||
| Q1 25 | $0.87 | $0.03 | ||
| Q4 24 | $1.12 | $0.08 | ||
| Q3 24 | $1.18 | $0.21 |
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 | — | $670.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $174.8M |
| 总资产 | $2.2B | $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AZZRPD
| Q4 26 | — | — | ||
| Q1 26 | — | $670.3M | ||
| Q4 25 | $623.0K | $474.7M | ||
| Q3 25 | $897.0K | $407.1M | ||
| Q2 25 | $3.0M | $511.7M | ||
| Q1 25 | $1.5M | $493.5M | ||
| Q4 24 | $1.5M | $521.7M | ||
| Q3 24 | $2.2M | $443.7M |
股东权益AZZRPD
| Q4 26 | $1.3B | — | ||
| Q1 26 | — | $174.8M | ||
| Q4 25 | $1.3B | $154.7M | ||
| Q3 25 | $1.3B | $127.2M | ||
| Q2 25 | $1.2B | $90.4M | ||
| Q1 25 | $1.0B | $52.7M | ||
| Q4 24 | $1.0B | $17.7M | ||
| Q3 24 | $999.8M | $-5.1M |
总资产AZZRPD
| Q4 26 | $2.2B | — | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B |
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 | $525.4M | $39.8M |
| 自由现金流经营现金流 - 资本支出 | — | $125.0M |
| 自由现金流率自由现金流/营收 | — | 59.6% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 32.98× | 35.24× |
| 过去12个月自由现金流最近4个季度 | — | $242.8M |
8季度趋势，按日历期对齐
经营现金流AZZRPD
| Q4 26 | $525.4M | — | ||
| Q1 26 | — | $39.8M | ||
| Q4 25 | $79.7M | $37.6M | ||
| Q3 25 | $58.4M | $39.0M | ||
| Q2 25 | $314.8M | $47.5M | ||
| Q1 25 | — | $29.8M | ||
| Q4 24 | $66.2M | $63.8M | ||
| Q3 24 | $47.5M | $44.0M |
自由现金流AZZRPD
| Q4 26 | — | — | ||
| Q1 26 | — | $125.0M | ||
| Q4 25 | $61.2M | $36.4M | ||
| Q3 25 | $39.1M | $34.8M | ||
| Q2 25 | $293.9M | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | $39.7M | $62.6M | ||
| Q3 24 | $15.4M | $42.6M |
自由现金流率AZZRPD
| Q4 26 | — | — | ||
| Q1 26 | — | 59.6% | ||
| Q4 25 | 14.4% | 16.8% | ||
| Q3 25 | 9.4% | 16.0% | ||
| Q2 25 | 69.6% | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | 9.8% | 28.9% | ||
| Q3 24 | 3.8% | 19.9% |
资本支出强度AZZRPD
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 0.5% | ||
| Q3 25 | 4.6% | 1.9% | ||
| Q2 25 | 5.0% | 0.4% | ||
| Q1 25 | 8.5% | 0.6% | ||
| Q4 24 | 6.6% | 0.5% | ||
| Q3 24 | 7.8% | 0.6% |
现金转化率AZZRPD
| Q4 26 | 32.98× | — | ||
| Q1 26 | — | 35.24× | ||
| Q4 25 | 1.94× | 12.01× | ||
| Q3 25 | 0.65× | 3.97× | ||
| Q2 25 | 1.84× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | 1.97× | 29.36× | ||
| Q3 24 | 1.34× | 2.85× |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
RPD
| Product subscriptions | $204.0M | 97% |
| Other | $5.6M | 3% |
