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BWX Technologies, Inc.（BWXT）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
BWX Technologies, Inc.的季度营收约是Rackspace Technology, Inc.的1.3倍（$885.8M vs $682.8M），BWX Technologies, Inc.净利率更高（10.5% vs -4.8%，领先15.3%），BWX Technologies, Inc.同比增速更快（18.7% vs -0.4%），BWX Technologies, Inc.自由现金流更多（$56.8M vs $56.0M），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs -0.6%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $682.8M |
| 净利润 | $93.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 10.4% | -0.5% |
| 净利率 | 10.5% | -4.8% |
| 营收同比 | 18.7% | -0.4% |
| 净利润同比 | 30.9% | 41.6% |
| 每股收益（稀释后） | $1.02 | $-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
| Q4 25 | $885.8M | $682.8M | ||
| Q3 25 | $866.3M | $671.2M | ||
| Q2 25 | $764.0M | $666.3M | ||
| Q1 25 | $682.3M | $665.4M | ||
| Q4 24 | $746.3M | $685.6M | ||
| Q3 24 | $672.0M | $675.8M | ||
| Q2 24 | $681.5M | $684.9M | ||
| Q1 24 | $604.0M | $690.8M |
| Q4 25 | $93.0M | $-32.7M | ||
| Q3 25 | $82.1M | $-67.1M | ||
| Q2 25 | $78.4M | $-54.5M | ||
| Q1 25 | $75.5M | $-71.5M | ||
| Q4 24 | $71.0M | $-56.0M | ||
| Q3 24 | $69.5M | $-186.6M | ||
| Q2 24 | $73.0M | $25.0M | ||
| Q1 24 | $68.5M | $-640.6M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | 21.8% | 19.4% | ||
| Q2 25 | 25.1% | 19.4% | ||
| Q1 25 | 24.2% | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | 24.4% | 20.3% | ||
| Q2 24 | 24.7% | 19.2% | ||
| Q1 24 | 24.6% | 19.2% |
| Q4 25 | 10.4% | -0.5% | ||
| Q3 25 | 13.1% | -5.1% | ||
| Q2 25 | 13.4% | -3.8% | ||
| Q1 25 | 14.2% | -5.8% | ||
| Q4 24 | 12.4% | -4.2% | ||
| Q3 24 | 14.4% | -25.7% | ||
| Q2 24 | 14.5% | -7.9% | ||
| Q1 24 | 15.4% | -94.5% |
| Q4 25 | 10.5% | -4.8% | ||
| Q3 25 | 9.5% | -10.0% | ||
| Q2 25 | 10.3% | -8.2% | ||
| Q1 25 | 11.1% | -10.7% | ||
| Q4 24 | 9.5% | -8.2% | ||
| Q3 24 | 10.3% | -27.6% | ||
| Q2 24 | 10.7% | 3.7% | ||
| Q1 24 | 11.3% | -92.7% |
| Q4 25 | $1.02 | $-0.13 | ||
| Q3 25 | $0.89 | $-0.28 | ||
| Q2 25 | $0.85 | $-0.23 | ||
| Q1 25 | $0.82 | $-0.31 | ||
| Q4 24 | $0.77 | $-0.20 | ||
| Q3 24 | $0.76 | $-0.82 | ||
| Q2 24 | $0.79 | $0.11 | ||
| Q1 24 | $0.75 | $-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 | $499.8M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.2B | $-1.2B |
| 总资产 | $4.3B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $499.8M | $105.8M | ||
| Q3 25 | $79.6M | $99.5M | ||
| Q2 25 | $37.0M | $103.9M | ||
| Q1 25 | $55.4M | $128.0M | ||
| Q4 24 | $74.1M | $144.0M | ||
| Q3 24 | $35.5M | $157.1M | ||
| Q2 24 | $48.3M | $190.2M | ||
| Q1 24 | $45.9M | $282.6M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
| 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 | $998.5M | $-756.2M | ||
| Q1 24 | $946.2M | $-787.2M |
| Q4 25 | $4.3B | $2.8B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.9B | $3.1B | ||
| Q2 24 | $2.8B | $3.4B | ||
| Q1 24 | $2.8B | $3.5B |
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 | $127.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.4% | 8.2% |
| 资本支出强度资本支出/营收 | 7.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.37× | — |
| 过去12个月自由现金流最近4个季度 | $295.3M | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $127.0M | $59.7M | ||
| Q3 25 | $143.2M | $70.7M | ||
| Q2 25 | $159.0M | $8.4M | ||
| Q1 25 | $50.6M | $12.6M | ||
| Q4 24 | $276.9M | $54.3M | ||
| Q3 24 | $32.6M | $51.8M | ||
| Q2 24 | $65.9M | $24.1M | ||
| Q1 24 | $33.0M | $-90.3M |
| Q4 25 | $56.8M | $56.0M | ||
| Q3 25 | $94.9M | $42.7M | ||
| Q2 25 | $126.3M | $-12.4M | ||
| Q1 25 | $17.3M | $4.3M | ||
| Q4 24 | $224.4M | $34.4M | ||
| Q3 24 | $-7.7M | $27.3M | ||
| Q2 24 | $35.5M | $-14.5M | ||
| Q1 24 | $2.6M | $-118.4M |
| Q4 25 | 6.4% | 8.2% | ||
| Q3 25 | 11.0% | 6.4% | ||
| Q2 25 | 16.5% | -1.9% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 30.1% | 5.0% | ||
| Q3 24 | -1.1% | 4.0% | ||
| Q2 24 | 5.2% | -2.1% | ||
| Q1 24 | 0.4% | -17.1% |
| Q4 25 | 7.9% | 0.5% | ||
| Q3 25 | 5.6% | 4.2% | ||
| Q2 25 | 4.3% | 3.1% | ||
| Q1 25 | 4.9% | 1.2% | ||
| Q4 24 | 7.0% | 2.9% | ||
| Q3 24 | 6.0% | 3.6% | ||
| Q2 24 | 4.5% | 5.6% | ||
| Q1 24 | 5.0% | 4.1% |
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 3.90× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.90× | 0.96× | ||
| Q1 24 | 0.48× | — |
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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
