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Braze, Inc.（BRZE）与RESOURCES CONNECTION, INC.（RGP）财务数据对比。点击上方公司名可切换其他公司
Braze, Inc.的季度营收约是RESOURCES CONNECTION, INC.的1.6倍（$190.8M vs $117.7M），RESOURCES CONNECTION, INC.净利率更高（-10.8% vs -18.9%，领先8.1%），Braze, Inc.同比增速更快（25.5% vs -19.2%），Braze, Inc.自由现金流更多（$19.0M vs $15.6M），过去两年Braze, Inc.的营收复合增速更高（20.7% vs -11.8%）
Braze是一家总部位于美国纽约的云软件企业，专注于客户互动平台开发，旗下产品可帮助企业开展多渠道营销活动，为品牌与用户的高效连接提供技术支持。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
BRZE vs RGP — 直观对比
营收规模更大
BRZE
是对方的1.6倍
$117.7M
营收增速更快
BRZE
高出44.7%
-19.2%
净利率更高
RGP
高出8.1%
-18.9%
自由现金流更多
BRZE
多$3.5M
$15.6M
两年增速更快
BRZE
近两年复合增速
-11.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $190.8M | $117.7M |
| 净利润 | $-36.0M | $-12.7M |
| 毛利率 | 67.2% | 37.1% |
| 营业利润率 | -19.7% | -10.3% |
| 净利率 | -18.9% | -10.8% |
| 营收同比 | 25.5% | -19.2% |
| 净利润同比 | -29.0% | 81.6% |
| 每股收益（稀释后） | $-0.33 | $-0.38 |
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BRZERGP
| Q4 25 | $190.8M | $117.7M | ||
| Q3 25 | $180.1M | $120.2M | ||
| Q2 25 | $162.1M | $139.3M | ||
| Q1 25 | $160.4M | $129.4M | ||
| Q4 24 | $152.1M | $145.6M | ||
| Q3 24 | $145.5M | $136.9M | ||
| Q2 24 | $135.5M | $148.2M | ||
| Q1 24 | $131.0M | $151.3M |
净利润BRZERGP
| Q4 25 | $-36.0M | $-12.7M | ||
| Q3 25 | $-27.9M | $-2.4M | ||
| Q2 25 | $-35.8M | $-73.3M | ||
| Q1 25 | $-17.2M | $-44.1M | ||
| Q4 24 | $-27.9M | $-68.7M | ||
| Q3 24 | $-23.0M | $-5.7M | ||
| Q2 24 | $-35.6M | $10.5M | ||
| Q1 24 | $-28.3M | $2.5M |
毛利率BRZERGP
| Q4 25 | 67.2% | 37.1% | ||
| Q3 25 | 67.7% | 39.5% | ||
| Q2 25 | 68.6% | 40.2% | ||
| Q1 25 | 69.3% | 35.1% | ||
| Q4 24 | 69.8% | 38.5% | ||
| Q3 24 | 70.2% | 36.5% | ||
| Q2 24 | 67.1% | 40.2% | ||
| Q1 24 | 67.2% | 37.0% |
营业利润率BRZERGP
| Q4 25 | -19.7% | -10.3% | ||
| Q3 25 | -21.5% | -1.7% | ||
| Q2 25 | -24.8% | -47.0% | ||
| Q1 25 | -13.4% | -38.4% | ||
| Q4 24 | -21.4% | -52.7% | ||
| Q3 24 | -19.2% | -3.5% | ||
| Q2 24 | -29.6% | 7.6% | ||
| Q1 24 | -24.7% | 2.8% |
净利率BRZERGP
| Q4 25 | -18.9% | -10.8% | ||
| Q3 25 | -15.5% | -2.0% | ||
| Q2 25 | -22.1% | -52.6% | ||
| Q1 25 | -10.7% | -34.0% | ||
| Q4 24 | -18.4% | -47.2% | ||
| Q3 24 | -15.8% | -4.2% | ||
| Q2 24 | -26.3% | 7.1% | ||
| Q1 24 | -21.6% | 1.7% |
每股收益（稀释后）BRZERGP
| Q4 25 | $-0.33 | $-0.38 | ||
| Q3 25 | $-0.26 | $-0.07 | ||
| Q2 25 | $-0.34 | $-2.21 | ||
| Q1 25 | $-0.17 | $-1.34 | ||
| Q4 24 | $-0.27 | $-2.08 | ||
| Q3 24 | $-0.23 | $-0.17 | ||
| Q2 24 | $-0.35 | $0.31 | ||
| Q1 24 | $-0.28 | $0.08 |
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 | $97.8M | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $602.0M | $194.6M |
| 总资产 | $1.0B | $289.3M |
| 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BRZERGP
| Q4 25 | $97.8M | $89.8M | ||
| Q3 25 | $81.0M | $77.5M | ||
| Q2 25 | $231.5M | $86.1M | ||
| Q1 25 | $83.1M | $72.5M | ||
| Q4 24 | $61.3M | $78.2M | ||
| Q3 24 | $79.1M | $89.6M | ||
| Q2 24 | $74.8M | $108.9M | ||
| Q1 24 | $68.2M | $113.8M |
股东权益BRZERGP
| Q4 25 | $602.0M | $194.6M | ||
| Q3 25 | $598.9M | $206.4M | ||
| Q2 25 | $474.4M | $207.1M | ||
| Q1 25 | $474.9M | $277.8M | ||
| Q4 24 | $458.1M | $325.7M | ||
| Q3 24 | $453.7M | $407.2M | ||
| Q2 24 | $436.1M | $418.8M | ||
| Q1 24 | $444.2M | $414.9M |
总资产BRZERGP
| Q4 25 | $1.0B | $289.3M | ||
| Q3 25 | $1.0B | $287.2M | ||
| Q2 25 | $889.1M | $304.7M | ||
| Q1 25 | $871.0M | $375.6M | ||
| Q4 24 | $842.0M | $424.9M | ||
| Q3 24 | $825.6M | $512.9M | ||
| Q2 24 | $816.1M | $510.9M | ||
| Q1 24 | $810.9M | $523.2M |
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 | $21.0M | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $15.6M |
| 自由现金流率自由现金流/营收 | 10.0% | 13.2% |
| 资本支出强度资本支出/营收 | 1.0% | 0.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $63.3M | $24.3M |
8季度趋势，按日历期对齐
经营现金流BRZERGP
| Q4 25 | $21.0M | $15.9M | ||
| Q3 25 | $7.0M | $-7.8M | ||
| Q2 25 | $24.1M | $16.8M | ||
| Q1 25 | $17.1M | $659.0K | ||
| Q4 24 | $-11.4M | $1.8M | ||
| Q3 24 | $11.6M | $-309.0K | ||
| Q2 24 | $19.4M | $3.2M | ||
| Q1 24 | $3.8M | $20.5M |
自由现金流BRZERGP
| Q4 25 | $19.0M | $15.6M | ||
| Q3 25 | $4.3M | $-8.0M | ||
| Q2 25 | $23.9M | $16.5M | ||
| Q1 25 | $16.0M | $238.0K | ||
| Q4 24 | $-13.3M | $61.0K | ||
| Q3 24 | $8.3M | $-575.0K | ||
| Q2 24 | $12.5M | $3.0M | ||
| Q1 24 | $-2.5M | $20.4M |
自由现金流率BRZERGP
| Q4 25 | 10.0% | 13.2% | ||
| Q3 25 | 2.4% | -6.6% | ||
| Q2 25 | 14.8% | 11.8% | ||
| Q1 25 | 10.0% | 0.2% | ||
| Q4 24 | -8.8% | 0.0% | ||
| Q3 24 | 5.7% | -0.4% | ||
| Q2 24 | 9.2% | 2.1% | ||
| Q1 24 | -1.9% | 13.5% |
资本支出强度BRZERGP
| Q4 25 | 1.0% | 0.3% | ||
| Q3 25 | 1.4% | 0.1% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 0.7% | 0.3% | ||
| Q4 24 | 1.3% | 1.2% | ||
| Q3 24 | 2.3% | 0.2% | ||
| Q2 24 | 5.1% | 0.1% | ||
| Q1 24 | 4.8% | 0.1% |
现金转化率BRZERGP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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
BRZE
| Subscription Revenue | $181.7M | 95% |
| Professional Services Revenue | $9.2M | 5% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
