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Braze, Inc.（BRZE）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.3倍（$190.8M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs -18.9%，领先21.1%），Braze, Inc.同比增速更快（25.5% vs -0.6%），Braze, Inc.自由现金流更多（$19.0M vs $17.1M），过去两年Braze, Inc.的营收复合增速更高（20.7% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
BRZE vs RNGR — 直观对比
营收规模更大
BRZE
是对方的1.3倍
$142.2M
营收增速更快
BRZE
高出26.1%
-0.6%
净利率更高
RNGR
高出21.1%
-18.9%
自由现金流更多
BRZE
多$1.9M
$17.1M
两年增速更快
BRZE
近两年复合增速
1.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.8M | $142.2M |
| 净利润 | $-36.0M | $3.2M |
| 毛利率 | 67.2% | — |
| 营业利润率 | -19.7% | 2.3% |
| 净利率 | -18.9% | 2.3% |
| 营收同比 | 25.5% | -0.6% |
| 净利润同比 | -29.0% | -44.8% |
| 每股收益（稀释后） | $-0.33 | $0.14 |
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BRZERNGR
| Q4 25 | $190.8M | $142.2M | ||
| Q3 25 | $180.1M | $128.9M | ||
| Q2 25 | $162.1M | $140.6M | ||
| Q1 25 | $160.4M | $135.2M | ||
| Q4 24 | $152.1M | $143.1M | ||
| Q3 24 | $145.5M | $153.0M | ||
| Q2 24 | $135.5M | $138.1M | ||
| Q1 24 | $131.0M | $136.9M |
净利润BRZERNGR
| Q4 25 | $-36.0M | $3.2M | ||
| Q3 25 | $-27.9M | $1.2M | ||
| Q2 25 | $-35.8M | $7.3M | ||
| Q1 25 | $-17.2M | $600.0K | ||
| Q4 24 | $-27.9M | $5.8M | ||
| Q3 24 | $-23.0M | $8.7M | ||
| Q2 24 | $-35.6M | $4.7M | ||
| Q1 24 | $-28.3M | $-800.0K |
毛利率BRZERNGR
| Q4 25 | 67.2% | — | ||
| Q3 25 | 67.7% | — | ||
| Q2 25 | 68.6% | — | ||
| Q1 25 | 69.3% | — | ||
| Q4 24 | 69.8% | — | ||
| Q3 24 | 70.2% | — | ||
| Q2 24 | 67.1% | — | ||
| Q1 24 | 67.2% | — |
营业利润率BRZERNGR
| Q4 25 | -19.7% | 2.3% | ||
| Q3 25 | -21.5% | 2.0% | ||
| Q2 25 | -24.8% | 6.1% | ||
| Q1 25 | -13.4% | 0.7% | ||
| Q4 24 | -21.4% | 6.2% | ||
| Q3 24 | -19.2% | 8.4% | ||
| Q2 24 | -29.6% | 5.3% | ||
| Q1 24 | -24.7% | -0.4% |
净利率BRZERNGR
| Q4 25 | -18.9% | 2.3% | ||
| Q3 25 | -15.5% | 0.9% | ||
| Q2 25 | -22.1% | 5.2% | ||
| Q1 25 | -10.7% | 0.4% | ||
| Q4 24 | -18.4% | 4.1% | ||
| Q3 24 | -15.8% | 5.7% | ||
| Q2 24 | -26.3% | 3.4% | ||
| Q1 24 | -21.6% | -0.6% |
每股收益（稀释后）BRZERNGR
| Q4 25 | $-0.33 | $0.14 | ||
| Q3 25 | $-0.26 | $0.05 | ||
| Q2 25 | $-0.34 | $0.32 | ||
| Q1 25 | $-0.17 | $0.03 | ||
| Q4 24 | $-0.27 | $0.24 | ||
| Q3 24 | $-0.23 | $0.39 | ||
| Q2 24 | $-0.35 | $0.21 | ||
| Q1 24 | $-0.28 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $602.0M | $300.1M |
| 总资产 | $1.0B | $419.3M |
| 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BRZERNGR
| Q4 25 | $97.8M | $10.3M | ||
| Q3 25 | $81.0M | $45.2M | ||
| Q2 25 | $231.5M | $48.9M | ||
| Q1 25 | $83.1M | $40.3M | ||
| Q4 24 | $61.3M | $40.9M | ||
| Q3 24 | $79.1M | $14.8M | ||
| Q2 24 | $74.8M | $8.7M | ||
| Q1 24 | $68.2M | $11.1M |
总债务BRZERNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益BRZERNGR
| Q4 25 | $602.0M | $300.1M | ||
| Q3 25 | $598.9M | $270.0M | ||
| Q2 25 | $474.4M | $276.9M | ||
| Q1 25 | $474.9M | $272.6M | ||
| Q4 24 | $458.1M | $273.8M | ||
| Q3 24 | $453.7M | $267.6M | ||
| Q2 24 | $436.1M | $260.5M | ||
| Q1 24 | $444.2M | $261.7M |
总资产BRZERNGR
| Q4 25 | $1.0B | $419.3M | ||
| Q3 25 | $1.0B | $372.8M | ||
| Q2 25 | $889.1M | $381.7M | ||
| Q1 25 | $871.0M | $376.5M | ||
| Q4 24 | $842.0M | $381.6M | ||
| Q3 24 | $825.6M | $373.9M | ||
| Q2 24 | $816.1M | $359.6M | ||
| Q1 24 | $810.9M | $355.5M |
负债/权益比BRZERNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $17.1M |
| 自由现金流率自由现金流/营收 | 10.0% | 12.0% |
| 资本支出强度资本支出/营收 | 1.0% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $63.3M | $42.9M |
8季度趋势，按日历期对齐
经营现金流BRZERNGR
| Q4 25 | $21.0M | $24.1M | ||
| Q3 25 | $7.0M | $13.6M | ||
| Q2 25 | $24.1M | $20.7M | ||
| Q1 25 | $17.1M | $10.6M | ||
| Q4 24 | $-11.4M | $32.7M | ||
| Q3 24 | $11.6M | $17.7M | ||
| Q2 24 | $19.4M | $22.1M | ||
| Q1 24 | $3.8M | $12.0M |
自由现金流BRZERNGR
| Q4 25 | $19.0M | $17.1M | ||
| Q3 25 | $4.3M | $8.0M | ||
| Q2 25 | $23.9M | $14.4M | ||
| Q1 25 | $16.0M | $3.4M | ||
| Q4 24 | $-13.3M | $27.3M | ||
| Q3 24 | $8.3M | $10.8M | ||
| Q2 24 | $12.5M | $6.8M | ||
| Q1 24 | $-2.5M | $5.5M |
自由现金流率BRZERNGR
| Q4 25 | 10.0% | 12.0% | ||
| Q3 25 | 2.4% | 6.2% | ||
| Q2 25 | 14.8% | 10.2% | ||
| Q1 25 | 10.0% | 2.5% | ||
| Q4 24 | -8.8% | 19.1% | ||
| Q3 24 | 5.7% | 7.1% | ||
| Q2 24 | 9.2% | 4.9% | ||
| Q1 24 | -1.9% | 4.0% |
资本支出强度BRZERNGR
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 1.4% | 4.3% | ||
| Q2 25 | 0.1% | 4.5% | ||
| Q1 25 | 0.7% | 5.3% | ||
| Q4 24 | 1.3% | 3.8% | ||
| Q3 24 | 2.3% | 4.5% | ||
| Q2 24 | 5.1% | 11.1% | ||
| Q1 24 | 4.8% | 4.7% |
现金转化率BRZERNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| Q1 24 | — | — |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
