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Bandwidth Inc.（BAND）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Bandwidth Inc.的1.0倍（$217.4M vs $207.7M），Rapid7, Inc.同比增速更快（0.5% vs -1.1%），过去两年Bandwidth Inc.的营收复合增速更高（10.2% vs 3.0%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs RPD — 直观对比
营收规模更大
RPD
是对方的1.0倍
$207.7M
营收增速更快
RPD
高出1.6%
-1.1%
两年增速更快
BAND
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $207.7M | $217.4M |
| 净利润 | — | $3.1M |
| 毛利率 | 37.6% | 68.9% |
| 营业利润率 | -1.9% | 1.0% |
| 净利率 | — | 1.4% |
| 营收同比 | -1.1% | 0.5% |
| 净利润同比 | — | 44.1% |
| 每股收益（稀释后） | $-0.10 | $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BANDRPD
| Q4 25 | $207.7M | $217.4M | ||
| Q3 25 | $191.9M | $218.0M | ||
| Q2 25 | $180.0M | $214.2M | ||
| Q1 25 | $174.2M | $210.3M | ||
| Q4 24 | $210.0M | $216.3M | ||
| Q3 24 | $193.9M | $214.7M | ||
| Q2 24 | $173.6M | $208.0M | ||
| Q1 24 | $171.0M | $205.1M |
净利润BANDRPD
| Q4 25 | — | $3.1M | ||
| Q3 25 | $-1.2M | $9.8M | ||
| Q2 25 | $-4.9M | $8.3M | ||
| Q1 25 | $-3.7M | $2.1M | ||
| Q4 24 | — | $2.2M | ||
| Q3 24 | $413.0K | $15.4M | ||
| Q2 24 | $4.1M | $6.5M | ||
| Q1 24 | $-9.2M | $1.4M |
毛利率BANDRPD
| Q4 25 | 37.6% | 68.9% | ||
| Q3 25 | 38.5% | 70.2% | ||
| Q2 25 | 39.8% | 70.6% | ||
| Q1 25 | 41.0% | 71.7% | ||
| Q4 24 | 36.4% | 69.5% | ||
| Q3 24 | 37.7% | 70.6% | ||
| Q2 24 | 37.3% | 70.7% | ||
| Q1 24 | 38.3% | 70.3% |
营业利润率BANDRPD
| Q4 25 | -1.9% | 1.0% | ||
| Q3 25 | -1.0% | 2.7% | ||
| Q2 25 | -2.1% | 1.6% | ||
| Q1 25 | -2.7% | -0.0% | ||
| Q4 24 | -1.3% | 3.4% | ||
| Q3 24 | -0.5% | 6.0% | ||
| Q2 24 | -3.5% | 2.5% | ||
| Q1 24 | -6.1% | 4.7% |
净利率BANDRPD
| Q4 25 | — | 1.4% | ||
| Q3 25 | -0.6% | 4.5% | ||
| Q2 25 | -2.7% | 3.9% | ||
| Q1 25 | -2.1% | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 0.2% | 7.2% | ||
| Q2 24 | 2.3% | 3.1% | ||
| Q1 24 | -5.4% | 0.7% |
每股收益（稀释后）BANDRPD
| Q4 25 | $-0.10 | $0.05 | ||
| Q3 25 | $-0.04 | $0.15 | ||
| Q2 25 | $-0.16 | $0.13 | ||
| Q1 25 | $-0.13 | $0.03 | ||
| Q4 24 | $0.27 | $0.08 | ||
| Q3 24 | $0.01 | $0.21 | ||
| Q2 24 | $-0.17 | $0.09 | ||
| Q1 24 | $-0.35 | $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 | $111.3M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $400.0M | $154.7M |
| 总资产 | $1.1B | $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BANDRPD
| Q4 25 | $111.3M | $474.7M | ||
| Q3 25 | $80.4M | $407.1M | ||
| Q2 25 | $68.1M | $511.7M | ||
| Q1 25 | $41.7M | $493.5M | ||
| Q4 24 | $83.8M | $521.7M | ||
| Q3 24 | $79.9M | $443.7M | ||
| Q2 24 | $76.4M | $442.6M | ||
| Q1 24 | $147.2M | $411.7M |
股东权益BANDRPD
| Q4 25 | $400.0M | $154.7M | ||
| Q3 25 | $392.7M | $127.2M | ||
| Q2 25 | $384.5M | $90.4M | ||
| Q1 25 | $345.4M | $52.7M | ||
| Q4 24 | $312.5M | $17.7M | ||
| Q3 24 | $336.6M | $-5.1M | ||
| Q2 24 | $307.4M | $-52.6M | ||
| Q1 24 | $298.2M | $-86.4M |
总资产BANDRPD
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $964.4M | $1.6B | ||
| Q4 24 | $989.2M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.0B | $1.5B | ||
| Q1 24 | $1.1B | $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 | $38.6M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | — | 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 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流BANDRPD
| Q4 25 | $38.6M | $37.6M | ||
| Q3 25 | $22.2M | $39.0M | ||
| Q2 25 | $31.7M | $47.5M | ||
| Q1 25 | $-3.1M | $29.8M | ||
| Q4 24 | $36.5M | $63.8M | ||
| Q3 24 | $20.5M | $44.0M | ||
| Q2 24 | $24.4M | $32.9M | ||
| Q1 24 | $2.5M | $31.1M |
自由现金流BANDRPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率BANDRPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度BANDRPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.3% |
现金转化率BANDRPD
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | 49.55× | 2.85× | ||
| Q2 24 | 6.03× | 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
BAND
| Messaging Surcharges | $192.4M | 93% |
| Other | $15.2M | 7% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
