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Braze, Inc.（BRZE）与STURM RUGER & CO INC（RGR）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STURM RUGER & CO INC的1.3倍（$190.8M vs $151.1M），Braze, Inc.同比增速更快（25.5% vs 3.6%），Braze, Inc.自由现金流更多（$19.0M vs $12.3M），过去两年Braze, Inc.的营收复合增速更高（20.7% vs 5.1%）
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。
鲁格公司（Ruger）是总部位于美国康涅狄格州绍斯波特的枪械制造企业，除总部外，还在新罕布什尔州纽波特、北卡罗来纳州梅约丹以及亚利桑那州普雷斯科特设有生产工厂。公司由亚历山大·麦考密克·斯特姆与威廉·B·鲁格于1949年共同创立，自1969年起公开上市交易。
BRZE vs RGR — 直观对比
营收规模更大
BRZE
是对方的1.3倍
$151.1M
营收增速更快
BRZE
高出21.9%
3.6%
自由现金流更多
BRZE
多$6.7M
$12.3M
两年增速更快
BRZE
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.8M | $151.1M |
| 净利润 | $-36.0M | — |
| 毛利率 | 67.2% | 17.8% |
| 营业利润率 | -19.7% | 2.3% |
| 净利率 | -18.9% | — |
| 营收同比 | 25.5% | 3.6% |
| 净利润同比 | -29.0% | — |
| 每股收益（稀释后） | $-0.33 | $0.22 |
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BRZERGR
| Q4 25 | $190.8M | $151.1M | ||
| Q3 25 | $180.1M | $126.8M | ||
| Q2 25 | $162.1M | $132.5M | ||
| Q1 25 | $160.4M | $135.7M | ||
| Q4 24 | $152.1M | $145.8M | ||
| Q3 24 | $145.5M | $122.3M | ||
| Q2 24 | $135.5M | $130.8M | ||
| Q1 24 | $131.0M | $136.8M |
净利润BRZERGR
| Q4 25 | $-36.0M | — | ||
| Q3 25 | $-27.9M | $1.6M | ||
| Q2 25 | $-35.8M | $-17.2M | ||
| Q1 25 | $-17.2M | $7.8M | ||
| Q4 24 | $-27.9M | — | ||
| Q3 24 | $-23.0M | $4.7M | ||
| Q2 24 | $-35.6M | $8.3M | ||
| Q1 24 | $-28.3M | $7.1M |
毛利率BRZERGR
| Q4 25 | 67.2% | 17.8% | ||
| Q3 25 | 67.7% | 15.1% | ||
| Q2 25 | 68.6% | 3.9% | ||
| Q1 25 | 69.3% | 22.0% | ||
| Q4 24 | 69.8% | 22.8% | ||
| Q3 24 | 70.2% | 18.5% | ||
| Q2 24 | 67.1% | 22.3% | ||
| Q1 24 | 67.2% | 21.5% |
营业利润率BRZERGR
| Q4 25 | -19.7% | 2.3% | ||
| Q3 25 | -21.5% | -2.7% | ||
| Q2 25 | -24.8% | -15.6% | ||
| Q1 25 | -13.4% | 6.2% | ||
| Q4 24 | -21.4% | 7.8% | ||
| Q3 24 | -19.2% | 3.1% | ||
| Q2 24 | -29.6% | 6.9% | ||
| Q1 24 | -24.7% | 5.5% |
净利率BRZERGR
| Q4 25 | -18.9% | — | ||
| Q3 25 | -15.5% | 1.2% | ||
| Q2 25 | -22.1% | -13.0% | ||
| Q1 25 | -10.7% | 5.7% | ||
| Q4 24 | -18.4% | — | ||
| Q3 24 | -15.8% | 3.9% | ||
| Q2 24 | -26.3% | 6.3% | ||
| Q1 24 | -21.6% | 5.2% |
每股收益（稀释后）BRZERGR
| Q4 25 | $-0.33 | $0.22 | ||
| Q3 25 | $-0.26 | $0.10 | ||
| Q2 25 | $-0.34 | $-1.05 | ||
| Q1 25 | $-0.17 | $0.46 | ||
| Q4 24 | $-0.27 | $0.62 | ||
| Q3 24 | $-0.23 | $0.28 | ||
| Q2 24 | $-0.35 | $0.47 | ||
| Q1 24 | $-0.28 | $0.40 |
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 | $92.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $602.0M | $283.8M |
| 总资产 | $1.0B | $342.0M |
| 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BRZERGR
| Q4 25 | $97.8M | $92.5M | ||
| Q3 25 | $81.0M | $80.8M | ||
| Q2 25 | $231.5M | $101.4M | ||
| Q1 25 | $83.1M | $108.3M | ||
| Q4 24 | $61.3M | $105.5M | ||
| Q3 24 | $79.1M | $96.0M | ||
| Q2 24 | $74.8M | $105.6M | ||
| Q1 24 | $68.2M | $115.3M |
股东权益BRZERGR
| Q4 25 | $602.0M | $283.8M | ||
| Q3 25 | $598.9M | $279.6M | ||
| Q2 25 | $474.4M | $289.3M | ||
| Q1 25 | $474.9M | $321.5M | ||
| Q4 24 | $458.1M | $319.6M | ||
| Q3 24 | $453.7M | $314.9M | ||
| Q2 24 | $436.1M | $321.5M | ||
| Q1 24 | $444.2M | $332.0M |
总资产BRZERGR
| Q4 25 | $1.0B | $342.0M | ||
| Q3 25 | $1.0B | $342.3M | ||
| Q2 25 | $889.1M | $349.5M | ||
| Q1 25 | $871.0M | $379.0M | ||
| Q4 24 | $842.0M | $384.0M | ||
| Q3 24 | $825.6M | $373.5M | ||
| Q2 24 | $816.1M | $376.7M | ||
| Q1 24 | $810.9M | $385.0M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $12.3M |
| 自由现金流率自由现金流/营收 | 10.0% | 8.2% |
| 资本支出强度资本支出/营收 | 1.0% | 2.1% |
| 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 | $38.5M |
8季度趋势，按日历期对齐
经营现金流BRZERGR
| Q4 25 | $21.0M | $15.5M | ||
| Q3 25 | $7.0M | $12.9M | ||
| Q2 25 | $24.1M | $14.7M | ||
| Q1 25 | $17.1M | $11.1M | ||
| Q4 24 | $-11.4M | $20.0M | ||
| Q3 24 | $11.6M | $9.4M | ||
| Q2 24 | $19.4M | $18.7M | ||
| Q1 24 | $3.8M | $7.3M |
自由现金流BRZERGR
| Q4 25 | $19.0M | $12.3M | ||
| Q3 25 | $4.3M | $7.0M | ||
| Q2 25 | $23.9M | $9.1M | ||
| Q1 25 | $16.0M | $10.0M | ||
| Q4 24 | $-13.3M | $16.4M | ||
| Q3 24 | $8.3M | $2.6M | ||
| Q2 24 | $12.5M | $10.1M | ||
| Q1 24 | $-2.5M | $5.6M |
自由现金流率BRZERGR
| Q4 25 | 10.0% | 8.2% | ||
| Q3 25 | 2.4% | 5.5% | ||
| Q2 25 | 14.8% | 6.9% | ||
| Q1 25 | 10.0% | 7.4% | ||
| Q4 24 | -8.8% | 11.2% | ||
| Q3 24 | 5.7% | 2.1% | ||
| Q2 24 | 9.2% | 7.7% | ||
| Q1 24 | -1.9% | 4.1% |
资本支出强度BRZERGR
| Q4 25 | 1.0% | 2.1% | ||
| Q3 25 | 1.4% | 4.6% | ||
| Q2 25 | 0.1% | 4.2% | ||
| Q1 25 | 0.7% | 0.8% | ||
| Q4 24 | 1.3% | 2.5% | ||
| Q3 24 | 2.3% | 5.5% | ||
| Q2 24 | 5.1% | 6.6% | ||
| Q1 24 | 4.8% | 1.3% |
现金转化率BRZERGR
| Q4 25 | — | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
