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BOX INC（BOX）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是Rocket Lab Corp的1.7倍（$301.1M vs $179.7M），BOX INC净利率更高（4.0% vs -29.5%，领先33.5%），Rocket Lab Corp同比增速更快（35.7% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
BOX vs RKLB — 直观对比
营收规模更大
BOX
是对方的1.7倍
$179.7M
营收增速更快
RKLB
高出26.6%
9.1%
净利率更高
BOX
高出33.5%
-29.5%
自由现金流更多
BOX
多$185.5M
$-114.2M
两年增速更快
RKLB
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $179.7M |
| 净利润 | $12.1M | $-52.9M |
| 毛利率 | 79.6% | 38.0% |
| 营业利润率 | 8.3% | -28.4% |
| 净利率 | 4.0% | -29.5% |
| 营收同比 | 9.1% | 35.7% |
| 净利润同比 | -6.4% | -1.1% |
| 每股收益（稀释后） | $0.05 | $-0.09 |
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BOXRKLB
| Q4 25 | $301.1M | $179.7M | ||
| Q3 25 | $294.0M | $155.1M | ||
| Q2 25 | $276.3M | $144.5M | ||
| Q1 25 | $279.5M | $122.6M | ||
| Q4 24 | $275.9M | $132.4M | ||
| Q3 24 | $270.0M | $104.8M | ||
| Q2 24 | $264.7M | $106.3M | ||
| Q1 24 | $262.9M | $92.8M |
净利润BOXRKLB
| Q4 25 | $12.1M | $-52.9M | ||
| Q3 25 | $13.4M | $-18.3M | ||
| Q2 25 | $8.2M | $-66.4M | ||
| Q1 25 | $194.0M | $-60.6M | ||
| Q4 24 | $12.9M | $-52.3M | ||
| Q3 24 | $20.5M | $-51.9M | ||
| Q2 24 | $17.2M | $-41.6M | ||
| Q1 24 | $99.2M | $-44.3M |
毛利率BOXRKLB
| Q4 25 | 79.6% | 38.0% | ||
| Q3 25 | 79.1% | 37.0% | ||
| Q2 25 | 78.0% | 32.1% | ||
| Q1 25 | 79.0% | 28.8% | ||
| Q4 24 | 79.9% | 27.8% | ||
| Q3 24 | 79.4% | 26.7% | ||
| Q2 24 | 78.0% | 25.6% | ||
| Q1 24 | 76.1% | 26.1% |
营业利润率BOXRKLB
| Q4 25 | 8.3% | -28.4% | ||
| Q3 25 | 7.0% | -38.0% | ||
| Q2 25 | 2.3% | -41.3% | ||
| Q1 25 | 6.4% | -48.3% | ||
| Q4 24 | 8.5% | -38.9% | ||
| Q3 24 | 7.5% | -49.5% | ||
| Q2 24 | 6.8% | -40.7% | ||
| Q1 24 | 8.1% | -46.4% |
净利率BOXRKLB
| Q4 25 | 4.0% | -29.5% | ||
| Q3 25 | 4.6% | -11.8% | ||
| Q2 25 | 3.0% | -46.0% | ||
| Q1 25 | 69.4% | -49.5% | ||
| Q4 24 | 4.7% | -39.5% | ||
| Q3 24 | 7.6% | -49.6% | ||
| Q2 24 | 6.5% | -39.2% | ||
| Q1 24 | 37.7% | -47.7% |
每股收益（稀释后）BOXRKLB
| Q4 25 | $0.05 | $-0.09 | ||
| Q3 25 | $0.05 | $-0.03 | ||
| Q2 25 | $0.02 | $-0.13 | ||
| Q1 25 | $1.13 | $-0.12 | ||
| Q4 24 | $0.05 | $-0.11 | ||
| Q3 24 | $0.10 | $-0.10 | ||
| Q2 24 | $0.08 | $-0.08 | ||
| Q1 24 | $0.57 | $-0.09 |
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 | $729.6M | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $-286.6M | $1.7B |
| 总资产 | $1.6B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BOXRKLB
| Q4 25 | $729.6M | $1.0B | ||
| Q3 25 | $757.9M | $976.7M | ||
| Q2 25 | $790.4M | $688.1M | ||
| Q1 25 | $722.8M | $428.4M | ||
| Q4 24 | $697.9M | $419.0M | ||
| Q3 24 | $482.2M | $442.4M | ||
| Q2 24 | $566.1M | $496.8M | ||
| Q1 24 | $480.7M | $492.5M |
总债务BOXRKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益BOXRKLB
| Q4 25 | $-286.6M | $1.7B | ||
| Q3 25 | $-269.4M | $1.3B | ||
| Q2 25 | $-280.1M | $688.5M | ||
| Q1 25 | $-297.0M | $431.3M | ||
| Q4 24 | $-479.9M | $382.5M | ||
| Q3 24 | $-439.4M | $419.8M | ||
| Q2 24 | $-397.9M | $455.2M | ||
| Q1 24 | $-431.1M | $478.9M |
总资产BOXRKLB
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
负债/权益比BOXRKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $73.0M | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $-114.2M |
| 自由现金流率自由现金流/营收 | 23.7% | -63.6% |
| 资本支出强度资本支出/营收 | 0.6% | 27.6% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流BOXRKLB
| Q4 25 | $73.0M | $-64.5M | ||
| Q3 25 | $46.0M | $-23.5M | ||
| Q2 25 | $127.1M | $-23.2M | ||
| Q1 25 | $102.2M | $-54.2M | ||
| Q4 24 | $62.6M | $-2.4M | ||
| Q3 24 | $36.3M | $-30.9M | ||
| Q2 24 | $131.2M | $-13.0M | ||
| Q1 24 | $89.3M | $-2.6M |
自由现金流BOXRKLB
| Q4 25 | $71.3M | $-114.2M | ||
| Q3 25 | $43.9M | $-69.4M | ||
| Q2 25 | $126.7M | $-55.3M | ||
| Q1 25 | $101.5M | $-82.9M | ||
| Q4 24 | $62.3M | $-23.9M | ||
| Q3 24 | $35.9M | $-41.9M | ||
| Q2 24 | $129.9M | $-28.3M | ||
| Q1 24 | $89.1M | $-21.8M |
自由现金流率BOXRKLB
| Q4 25 | 23.7% | -63.6% | ||
| Q3 25 | 14.9% | -44.8% | ||
| Q2 25 | 45.9% | -38.3% | ||
| Q1 25 | 36.3% | -67.6% | ||
| Q4 24 | 22.6% | -18.1% | ||
| Q3 24 | 13.3% | -40.0% | ||
| Q2 24 | 49.1% | -26.7% | ||
| Q1 24 | 33.9% | -23.5% |
资本支出强度BOXRKLB
| Q4 25 | 0.6% | 27.6% | ||
| Q3 25 | 0.7% | 29.6% | ||
| Q2 25 | 0.1% | 22.2% | ||
| Q1 25 | 0.2% | 23.4% | ||
| Q4 24 | 0.1% | 16.3% | ||
| Q3 24 | 0.1% | 10.5% | ||
| Q2 24 | 0.5% | 14.4% | ||
| Q1 24 | 0.1% | 20.7% |
现金转化率BOXRKLB
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
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
BOX
暂无分部数据
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
