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康耐视（CGNX）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
康耐视的季度营收约是Rapid7, Inc.的1.2倍（$252.3M vs $217.4M），康耐视净利率更高（12.9% vs 1.4%，领先11.5%），康耐视同比增速更快（9.9% vs 0.5%），康耐视自由现金流更多（$72.3M vs $36.4M），过去两年康耐视的营收复合增速更高（9.4% vs 3.0%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
CGNX vs RPD — 直观对比
营收规模更大
CGNX
是对方的1.2倍
$217.4M
营收增速更快
CGNX
高出9.3%
0.5%
净利率更高
CGNX
高出11.5%
1.4%
自由现金流更多
CGNX
多$35.9M
$36.4M
两年增速更快
CGNX
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $217.4M |
| 净利润 | $32.7M | $3.1M |
| 毛利率 | 65.7% | 68.9% |
| 营业利润率 | 14.0% | 1.0% |
| 净利率 | 12.9% | 1.4% |
| 营收同比 | 9.9% | 0.5% |
| 净利润同比 | 15.2% | 44.1% |
| 每股收益（稀释后） | $0.20 | $0.05 |
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CGNXRPD
| Q4 25 | $252.3M | $217.4M | ||
| Q3 25 | $276.9M | $218.0M | ||
| Q2 25 | $249.1M | $214.2M | ||
| Q1 25 | $216.0M | $210.3M | ||
| Q4 24 | $229.7M | $216.3M | ||
| Q3 24 | $234.7M | $214.7M | ||
| Q2 24 | $239.3M | $208.0M | ||
| Q1 24 | $210.8M | $205.1M |
净利润CGNXRPD
| Q4 25 | $32.7M | $3.1M | ||
| Q3 25 | $17.7M | $9.8M | ||
| Q2 25 | $40.5M | $8.3M | ||
| Q1 25 | $23.6M | $2.1M | ||
| Q4 24 | $28.3M | $2.2M | ||
| Q3 24 | $29.6M | $15.4M | ||
| Q2 24 | $36.2M | $6.5M | ||
| Q1 24 | $12.0M | $1.4M |
毛利率CGNXRPD
| Q4 25 | 65.7% | 68.9% | ||
| Q3 25 | 67.6% | 70.2% | ||
| Q2 25 | 67.4% | 70.6% | ||
| Q1 25 | 66.8% | 71.7% | ||
| Q4 24 | 68.7% | 69.5% | ||
| Q3 24 | 67.9% | 70.6% | ||
| Q2 24 | 69.6% | 70.7% | ||
| Q1 24 | 67.3% | 70.3% |
营业利润率CGNXRPD
| Q4 25 | 14.0% | 1.0% | ||
| Q3 25 | 20.9% | 2.7% | ||
| Q2 25 | 17.4% | 1.6% | ||
| Q1 25 | 12.1% | -0.0% | ||
| Q4 24 | 13.4% | 3.4% | ||
| Q3 24 | 13.4% | 6.0% | ||
| Q2 24 | 16.1% | 2.5% | ||
| Q1 24 | 6.7% | 4.7% |
净利率CGNXRPD
| Q4 25 | 12.9% | 1.4% | ||
| Q3 25 | 6.4% | 4.5% | ||
| Q2 25 | 16.3% | 3.9% | ||
| Q1 25 | 10.9% | 1.0% | ||
| Q4 24 | 12.3% | 1.0% | ||
| Q3 24 | 12.6% | 7.2% | ||
| Q2 24 | 15.1% | 3.1% | ||
| Q1 24 | 5.7% | 0.7% |
每股收益（稀释后）CGNXRPD
| Q4 25 | $0.20 | $0.05 | ||
| Q3 25 | $0.10 | $0.15 | ||
| Q2 25 | $0.24 | $0.13 | ||
| Q1 25 | $0.14 | $0.03 | ||
| Q4 24 | $0.17 | $0.08 | ||
| Q3 24 | $0.17 | $0.21 | ||
| Q2 24 | $0.21 | $0.09 | ||
| Q1 24 | $0.07 | $0.02 |
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 | $262.9M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $154.7M |
| 总资产 | $2.0B | $1.7B |
| 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CGNXRPD
| Q4 25 | $262.9M | $474.7M | ||
| Q3 25 | $245.9M | $407.1M | ||
| Q2 25 | $179.3M | $511.7M | ||
| Q1 25 | $143.7M | $493.5M | ||
| Q4 24 | $186.1M | $521.7M | ||
| Q3 24 | $197.1M | $443.7M | ||
| Q2 24 | $176.6M | $442.6M | ||
| Q1 24 | $138.9M | $411.7M |
股东权益CGNXRPD
| Q4 25 | $1.5B | $154.7M | ||
| Q3 25 | $1.5B | $127.2M | ||
| Q2 25 | $1.5B | $90.4M | ||
| Q1 25 | $1.4B | $52.7M | ||
| Q4 24 | $1.5B | $17.7M | ||
| Q3 24 | $1.6B | $-5.1M | ||
| Q2 24 | $1.5B | $-52.6M | ||
| Q1 24 | $1.5B | $-86.4M |
总资产CGNXRPD
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.0B | $1.5B | ||
| Q1 24 | $2.0B | $1.5B |
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 | $74.9M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $36.4M |
| 自由现金流率自由现金流/营收 | 28.7% | 16.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.29× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $236.8M | $146.2M |
8季度趋势，按日历期对齐
经营现金流CGNXRPD
| Q4 25 | $74.9M | $37.6M | ||
| Q3 25 | $87.5M | $39.0M | ||
| Q2 25 | $42.6M | $47.5M | ||
| Q1 25 | $40.5M | $29.8M | ||
| Q4 24 | $51.4M | $63.8M | ||
| Q3 24 | $56.3M | $44.0M | ||
| Q2 24 | $27.8M | $32.9M | ||
| Q1 24 | $13.6M | $31.1M |
自由现金流CGNXRPD
| Q4 25 | $72.3M | $36.4M | ||
| Q3 25 | $86.0M | $34.8M | ||
| Q2 25 | $40.4M | $46.6M | ||
| Q1 25 | $38.0M | $28.4M | ||
| Q4 24 | $49.3M | $62.6M | ||
| Q3 24 | $51.9M | $42.6M | ||
| Q2 24 | $23.3M | $32.6M | ||
| Q1 24 | $9.6M | $30.4M |
自由现金流率CGNXRPD
| Q4 25 | 28.7% | 16.8% | ||
| Q3 25 | 31.1% | 16.0% | ||
| Q2 25 | 16.2% | 21.8% | ||
| Q1 25 | 17.6% | 13.5% | ||
| Q4 24 | 21.5% | 28.9% | ||
| Q3 24 | 22.1% | 19.9% | ||
| Q2 24 | 9.7% | 15.7% | ||
| Q1 24 | 4.5% | 14.8% |
资本支出强度CGNXRPD
| Q4 25 | 1.0% | 0.5% | ||
| Q3 25 | 0.5% | 1.9% | ||
| Q2 25 | 0.9% | 0.4% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 1.9% | 0.6% | ||
| Q2 24 | 1.9% | 0.1% | ||
| Q1 24 | 1.9% | 0.3% |
现金转化率CGNXRPD
| Q4 25 | 2.29× | 12.01× | ||
| Q3 25 | 4.95× | 3.97× | ||
| Q2 25 | 1.05× | 5.70× | ||
| Q1 25 | 1.72× | 14.14× | ||
| Q4 24 | 1.81× | 29.36× | ||
| Q3 24 | 1.90× | 2.85× | ||
| Q2 24 | 0.77× | 5.03× | ||
| Q1 24 | 1.13× | 22.10× |
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
CGNX
暂无分部数据
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
