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BRADY CORP（BRC）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是BRADY CORP的1.7倍（$682.8M vs $405.3M），BRADY CORP净利率更高（13.3% vs -4.8%，领先18.1%），BRADY CORP同比增速更快（7.5% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $22.4M），过去两年BRADY CORP的营收复合增速更高（12.1% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
BRC vs RXT — 直观对比
营收规模更大
RXT
是对方的1.7倍
$405.3M
营收增速更快
BRC
高出7.9%
-0.4%
净利率更高
BRC
高出18.1%
-4.8%
自由现金流更多
RXT
多$33.6M
$22.4M
两年增速更快
BRC
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $682.8M |
| 净利润 | $53.9M | $-32.7M |
| 毛利率 | 51.5% | 17.6% |
| 营业利润率 | 16.8% | -0.5% |
| 净利率 | 13.3% | -4.8% |
| 营收同比 | 7.5% | -0.4% |
| 净利润同比 | 15.3% | 41.6% |
| 每股收益（稀释后） | — | $-0.13 |
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BRCRXT
| Q4 25 | $405.3M | $682.8M | ||
| Q3 25 | $397.3M | $671.2M | ||
| Q2 25 | $382.6M | $666.3M | ||
| Q1 25 | $356.7M | $665.4M | ||
| Q4 24 | $377.1M | $685.6M | ||
| Q3 24 | $343.4M | $675.8M | ||
| Q2 24 | $343.4M | $684.9M | ||
| Q1 24 | $322.6M | $690.8M |
净利润BRCRXT
| Q4 25 | $53.9M | $-32.7M | ||
| Q3 25 | $49.9M | $-67.1M | ||
| Q2 25 | $52.3M | $-54.5M | ||
| Q1 25 | $40.3M | $-71.5M | ||
| Q4 24 | $46.8M | $-56.0M | ||
| Q3 24 | $55.5M | $-186.6M | ||
| Q2 24 | $50.9M | $25.0M | ||
| Q1 24 | $43.6M | $-640.6M |
毛利率BRCRXT
| Q4 25 | 51.5% | 17.6% | ||
| Q3 25 | 50.4% | 19.4% | ||
| Q2 25 | 51.0% | 19.4% | ||
| Q1 25 | 49.3% | 19.1% | ||
| Q4 24 | 50.3% | 19.2% | ||
| Q3 24 | 51.6% | 20.3% | ||
| Q2 24 | 51.6% | 19.2% | ||
| Q1 24 | 50.2% | 19.2% |
营业利润率BRCRXT
| Q4 25 | 16.8% | -0.5% | ||
| Q3 25 | 14.9% | -5.1% | ||
| Q2 25 | 17.6% | -3.8% | ||
| Q1 25 | 14.4% | -5.8% | ||
| Q4 24 | 15.6% | -4.2% | ||
| Q3 24 | 19.3% | -25.7% | ||
| Q2 24 | 18.5% | -7.9% | ||
| Q1 24 | 16.7% | -94.5% |
净利率BRCRXT
| Q4 25 | 13.3% | -4.8% | ||
| Q3 25 | 12.6% | -10.0% | ||
| Q2 25 | 13.7% | -8.2% | ||
| Q1 25 | 11.3% | -10.7% | ||
| Q4 24 | 12.4% | -8.2% | ||
| Q3 24 | 16.1% | -27.6% | ||
| Q2 24 | 14.8% | 3.7% | ||
| Q1 24 | 13.5% | -92.7% |
每股收益（稀释后）BRCRXT
| Q4 25 | — | $-0.13 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | — | $-0.23 | ||
| Q1 25 | — | $-0.31 | ||
| Q4 24 | — | $-0.20 | ||
| Q3 24 | — | $-0.82 | ||
| Q2 24 | — | $0.11 | ||
| Q1 24 | — | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $115.9M | $2.7B |
| 股东权益账面价值 | $1.2B | $-1.2B |
| 总资产 | $1.8B | $2.8B |
| 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BRCRXT
| Q4 25 | $182.7M | $105.8M | ||
| Q3 25 | $174.3M | $99.5M | ||
| Q2 25 | $152.2M | $103.9M | ||
| Q1 25 | $138.5M | $128.0M | ||
| Q4 24 | $145.7M | $144.0M | ||
| Q3 24 | $250.1M | $157.1M | ||
| Q2 24 | $160.5M | $190.2M | ||
| Q1 24 | $143.9M | $282.6M |
总债务BRCRXT
| Q4 25 | $115.9M | $2.7B | ||
| Q3 25 | $99.8M | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | $90.9M | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益BRCRXT
| Q4 25 | $1.2B | $-1.2B | ||
| Q3 25 | $1.2B | $-1.2B | ||
| Q2 25 | $1.2B | $-1.1B | ||
| Q1 25 | $1.1B | $-1.1B | ||
| Q4 24 | $1.1B | $-1.0B | ||
| Q3 24 | $1.1B | $-949.7M | ||
| Q2 24 | $1.0B | $-756.2M | ||
| Q1 24 | $1.0B | $-787.2M |
总资产BRCRXT
| Q4 25 | $1.8B | $2.8B | ||
| Q3 25 | $1.7B | $2.8B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.6B | $3.0B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.5B | $3.1B | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.4B | $3.5B |
负债/权益比BRCRXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $56.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 8.2% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $159.9M | $90.6M |
8季度趋势，按日历期对齐
经营现金流BRCRXT
| Q4 25 | $33.4M | $59.7M | ||
| Q3 25 | $58.3M | $70.7M | ||
| Q2 25 | $59.9M | $8.4M | ||
| Q1 25 | $39.6M | $12.6M | ||
| Q4 24 | $23.4M | $54.3M | ||
| Q3 24 | $84.0M | $51.8M | ||
| Q2 24 | $72.7M | $24.1M | ||
| Q1 24 | $36.1M | $-90.3M |
自由现金流BRCRXT
| Q4 25 | $22.4M | $56.0M | ||
| Q3 25 | $49.4M | $42.7M | ||
| Q2 25 | $55.6M | $-12.4M | ||
| Q1 25 | $32.5M | $4.3M | ||
| Q4 24 | $16.1M | $34.4M | ||
| Q3 24 | $73.2M | $27.3M | ||
| Q2 24 | $64.4M | $-14.5M | ||
| Q1 24 | $-13.5M | $-118.4M |
自由现金流率BRCRXT
| Q4 25 | 5.5% | 8.2% | ||
| Q3 25 | 12.4% | 6.4% | ||
| Q2 25 | 14.5% | -1.9% | ||
| Q1 25 | 9.1% | 0.6% | ||
| Q4 24 | 4.3% | 5.0% | ||
| Q3 24 | 21.3% | 4.0% | ||
| Q2 24 | 18.8% | -2.1% | ||
| Q1 24 | -4.2% | -17.1% |
资本支出强度BRCRXT
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 2.2% | 4.2% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 1.9% | 2.9% | ||
| Q3 24 | 3.1% | 3.6% | ||
| Q2 24 | 2.4% | 5.6% | ||
| Q1 24 | 15.4% | 4.1% |
现金转化率BRCRXT
| Q4 25 | 0.62× | — | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.51× | — | ||
| Q2 24 | 1.43× | 0.96× | ||
| Q1 24 | 0.83× | — |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
