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BRADY CORP（BRC）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
BRADY CORP的季度营收约是Rapid7, Inc.的1.9倍（$405.3M vs $217.4M），BRADY CORP净利率更高（13.3% vs 1.4%，领先11.9%），BRADY CORP同比增速更快（7.5% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $22.4M），过去两年BRADY CORP的营收复合增速更高（12.1% vs 3.0%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
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。
BRC vs RPD — 直观对比
营收规模更大
BRC
是对方的1.9倍
$217.4M
营收增速更快
BRC
高出7.0%
0.5%
净利率更高
BRC
高出11.9%
1.4%
自由现金流更多
RPD
多$14.0M
$22.4M
两年增速更快
BRC
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $217.4M |
| 净利润 | $53.9M | $3.1M |
| 毛利率 | 51.5% | 68.9% |
| 营业利润率 | 16.8% | 1.0% |
| 净利率 | 13.3% | 1.4% |
| 营收同比 | 7.5% | 0.5% |
| 净利润同比 | 15.3% | 44.1% |
| 每股收益（稀释后） | — | $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BRCRPD
| Q4 25 | $405.3M | $217.4M | ||
| Q3 25 | $397.3M | $218.0M | ||
| Q2 25 | $382.6M | $214.2M | ||
| Q1 25 | $356.7M | $210.3M | ||
| Q4 24 | $377.1M | $216.3M | ||
| Q3 24 | $343.4M | $214.7M | ||
| Q2 24 | $343.4M | $208.0M | ||
| Q1 24 | $322.6M | $205.1M |
净利润BRCRPD
| Q4 25 | $53.9M | $3.1M | ||
| Q3 25 | $49.9M | $9.8M | ||
| Q2 25 | $52.3M | $8.3M | ||
| Q1 25 | $40.3M | $2.1M | ||
| Q4 24 | $46.8M | $2.2M | ||
| Q3 24 | $55.5M | $15.4M | ||
| Q2 24 | $50.9M | $6.5M | ||
| Q1 24 | $43.6M | $1.4M |
毛利率BRCRPD
| Q4 25 | 51.5% | 68.9% | ||
| Q3 25 | 50.4% | 70.2% | ||
| Q2 25 | 51.0% | 70.6% | ||
| Q1 25 | 49.3% | 71.7% | ||
| Q4 24 | 50.3% | 69.5% | ||
| Q3 24 | 51.6% | 70.6% | ||
| Q2 24 | 51.6% | 70.7% | ||
| Q1 24 | 50.2% | 70.3% |
营业利润率BRCRPD
| Q4 25 | 16.8% | 1.0% | ||
| Q3 25 | 14.9% | 2.7% | ||
| Q2 25 | 17.6% | 1.6% | ||
| Q1 25 | 14.4% | -0.0% | ||
| Q4 24 | 15.6% | 3.4% | ||
| Q3 24 | 19.3% | 6.0% | ||
| Q2 24 | 18.5% | 2.5% | ||
| Q1 24 | 16.7% | 4.7% |
净利率BRCRPD
| Q4 25 | 13.3% | 1.4% | ||
| Q3 25 | 12.6% | 4.5% | ||
| Q2 25 | 13.7% | 3.9% | ||
| Q1 25 | 11.3% | 1.0% | ||
| Q4 24 | 12.4% | 1.0% | ||
| Q3 24 | 16.1% | 7.2% | ||
| Q2 24 | 14.8% | 3.1% | ||
| Q1 24 | 13.5% | 0.7% |
每股收益（稀释后）BRCRPD
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | — | $0.13 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.08 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | — | $0.09 | ||
| Q1 24 | — | $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 | $182.7M | $474.7M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $154.7M |
| 总资产 | $1.8B | $1.7B |
| 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BRCRPD
| Q4 25 | $182.7M | $474.7M | ||
| Q3 25 | $174.3M | $407.1M | ||
| Q2 25 | $152.2M | $511.7M | ||
| Q1 25 | $138.5M | $493.5M | ||
| Q4 24 | $145.7M | $521.7M | ||
| Q3 24 | $250.1M | $443.7M | ||
| Q2 24 | $160.5M | $442.6M | ||
| Q1 24 | $143.9M | $411.7M |
总债务BRCRPD
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BRCRPD
| Q4 25 | $1.2B | $154.7M | ||
| Q3 25 | $1.2B | $127.2M | ||
| Q2 25 | $1.2B | $90.4M | ||
| Q1 25 | $1.1B | $52.7M | ||
| Q4 24 | $1.1B | $17.7M | ||
| Q3 24 | $1.1B | $-5.1M | ||
| Q2 24 | $1.0B | $-52.6M | ||
| Q1 24 | $1.0B | $-86.4M |
总资产BRCRPD
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.5B |
负债/权益比BRCRPD
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.4M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $36.4M |
| 自由现金流率自由现金流/营收 | 5.5% | 16.8% |
| 资本支出强度资本支出/营收 | 2.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.62× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $159.9M | $146.2M |
8季度趋势，按日历期对齐
经营现金流BRCRPD
| Q4 25 | $33.4M | $37.6M | ||
| Q3 25 | $58.3M | $39.0M | ||
| Q2 25 | $59.9M | $47.5M | ||
| Q1 25 | $39.6M | $29.8M | ||
| Q4 24 | $23.4M | $63.8M | ||
| Q3 24 | $84.0M | $44.0M | ||
| Q2 24 | $72.7M | $32.9M | ||
| Q1 24 | $36.1M | $31.1M |
自由现金流BRCRPD
| Q4 25 | $22.4M | $36.4M | ||
| Q3 25 | $49.4M | $34.8M | ||
| Q2 25 | $55.6M | $46.6M | ||
| Q1 25 | $32.5M | $28.4M | ||
| Q4 24 | $16.1M | $62.6M | ||
| Q3 24 | $73.2M | $42.6M | ||
| Q2 24 | $64.4M | $32.6M | ||
| Q1 24 | $-13.5M | $30.4M |
自由现金流率BRCRPD
| Q4 25 | 5.5% | 16.8% | ||
| Q3 25 | 12.4% | 16.0% | ||
| Q2 25 | 14.5% | 21.8% | ||
| Q1 25 | 9.1% | 13.5% | ||
| Q4 24 | 4.3% | 28.9% | ||
| Q3 24 | 21.3% | 19.9% | ||
| Q2 24 | 18.8% | 15.7% | ||
| Q1 24 | -4.2% | 14.8% |
资本支出强度BRCRPD
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 2.2% | 1.9% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.9% | 0.5% | ||
| Q3 24 | 3.1% | 0.6% | ||
| Q2 24 | 2.4% | 0.1% | ||
| Q1 24 | 15.4% | 0.3% |
现金转化率BRCRPD
| Q4 25 | 0.62× | 12.01× | ||
| Q3 25 | 1.17× | 3.97× | ||
| Q2 25 | 1.15× | 5.70× | ||
| Q1 25 | 0.98× | 14.14× | ||
| Q4 24 | 0.50× | 29.36× | ||
| Q3 24 | 1.51× | 2.85× | ||
| Q2 24 | 1.43× | 5.03× | ||
| Q1 24 | 0.83× | 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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
