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卡彭特科技（CRS）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
卡彭特科技的季度营收约是Rackspace Technology, Inc.的1.2倍（$811.5M vs $682.8M），卡彭特科技净利率更高（17.2% vs -4.8%，领先22.0%），卡彭特科技同比增速更快（11.6% vs -0.4%），卡彭特科技自由现金流更多（$124.8M vs $56.0M），过去两年卡彭特科技的营收复合增速更高（0.8% vs -0.6%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RXT — 直观对比
营收规模更大
CRS
是对方的1.2倍
$682.8M
营收增速更快
CRS
高出12.0%
-0.4%
净利率更高
CRS
高出22.0%
-4.8%
自由现金流更多
CRS
多$68.8M
$56.0M
两年增速更快
CRS
近两年复合增速
-0.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $682.8M |
| 净利润 | $139.6M | $-32.7M |
| 毛利率 | 31.0% | 17.6% |
| 营业利润率 | 23.0% | -0.5% |
| 净利率 | 17.2% | -4.8% |
| 营收同比 | 11.6% | -0.4% |
| 净利润同比 | 46.3% | 41.6% |
| 每股收益（稀释后） | $2.77 | $-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
营收CRSRXT
| Q1 26 | $811.5M | — | ||
| Q4 25 | $728.0M | $682.8M | ||
| Q3 25 | $733.7M | $671.2M | ||
| Q2 25 | $755.6M | $666.3M | ||
| Q1 25 | $727.0M | $665.4M | ||
| Q4 24 | $676.9M | $685.6M | ||
| Q3 24 | $717.6M | $675.8M | ||
| Q2 24 | $798.7M | $684.9M |
净利润CRSRXT
| Q1 26 | $139.6M | — | ||
| Q4 25 | $105.3M | $-32.7M | ||
| Q3 25 | $122.5M | $-67.1M | ||
| Q2 25 | $111.7M | $-54.5M | ||
| Q1 25 | $95.4M | $-71.5M | ||
| Q4 24 | $84.1M | $-56.0M | ||
| Q3 24 | $84.8M | $-186.6M | ||
| Q2 24 | $93.6M | $25.0M |
毛利率CRSRXT
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | 17.6% | ||
| Q3 25 | 29.5% | 19.4% | ||
| Q2 25 | 28.3% | 19.4% | ||
| Q1 25 | 27.6% | 19.1% | ||
| Q4 24 | 26.2% | 19.2% | ||
| Q3 24 | 24.6% | 20.3% | ||
| Q2 24 | 23.9% | 19.2% |
营业利润率CRSRXT
| Q1 26 | 23.0% | — | ||
| Q4 25 | 21.3% | -0.5% | ||
| Q3 25 | 20.9% | -5.1% | ||
| Q2 25 | 20.1% | -3.8% | ||
| Q1 25 | 19.0% | -5.8% | ||
| Q4 24 | 17.6% | -4.2% | ||
| Q3 24 | 15.8% | -25.7% | ||
| Q2 24 | 13.6% | -7.9% |
净利率CRSRXT
| Q1 26 | 17.2% | — | ||
| Q4 25 | 14.5% | -4.8% | ||
| Q3 25 | 16.7% | -10.0% | ||
| Q2 25 | 14.8% | -8.2% | ||
| Q1 25 | 13.1% | -10.7% | ||
| Q4 24 | 12.4% | -8.2% | ||
| Q3 24 | 11.8% | -27.6% | ||
| Q2 24 | 11.7% | 3.7% |
每股收益（稀释后）CRSRXT
| Q1 26 | $2.77 | — | ||
| Q4 25 | $2.09 | $-0.13 | ||
| Q3 25 | $2.43 | $-0.28 | ||
| Q2 25 | $2.21 | $-0.23 | ||
| Q1 25 | $1.88 | $-0.31 | ||
| Q4 24 | $1.66 | $-0.20 | ||
| Q3 24 | $1.67 | $-0.82 | ||
| Q2 24 | $1.85 | $0.11 |
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 | $294.8M | $105.8M |
| 总债务越低越好 | $690.4M | $2.7B |
| 股东权益账面价值 | $2.1B | $-1.2B |
| 总资产 | $3.7B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资CRSRXT
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $105.8M | ||
| Q3 25 | $208.0M | $99.5M | ||
| Q2 25 | $315.5M | $103.9M | ||
| Q1 25 | $151.5M | $128.0M | ||
| Q4 24 | $162.1M | $144.0M | ||
| Q3 24 | $150.2M | $157.1M | ||
| Q2 24 | $199.1M | $190.2M |
总债务CRSRXT
| Q1 26 | $690.4M | — | ||
| 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 |
股东权益CRSRXT
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $-1.2B | ||
| Q3 25 | $1.9B | $-1.2B | ||
| Q2 25 | $1.9B | $-1.1B | ||
| Q1 25 | $1.8B | $-1.1B | ||
| Q4 24 | $1.7B | $-1.0B | ||
| Q3 24 | $1.7B | $-949.7M | ||
| Q2 24 | $1.6B | $-756.2M |
总资产CRSRXT
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $3.4B | $2.8B | ||
| Q2 25 | $3.5B | $2.9B | ||
| Q1 25 | $3.4B | $3.0B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.3B | $3.1B | ||
| Q2 24 | $3.3B | $3.4B |
负债/权益比CRSRXT
| Q1 26 | 0.33× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $124.8M | $56.0M |
| 自由现金流率自由现金流/营收 | 15.4% | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $407.5M | $90.6M |
8季度趋势，按日历期对齐
经营现金流CRSRXT
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $59.7M | ||
| Q3 25 | $39.2M | $70.7M | ||
| Q2 25 | $258.1M | $8.4M | ||
| Q1 25 | $74.2M | $12.6M | ||
| Q4 24 | $67.9M | $54.3M | ||
| Q3 24 | $40.2M | $51.8M | ||
| Q2 24 | $169.5M | $24.1M |
自由现金流CRSRXT
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | $56.0M | ||
| Q3 25 | $-3.4M | $42.7M | ||
| Q2 25 | $200.2M | $-12.4M | ||
| Q1 25 | $34.0M | $4.3M | ||
| Q4 24 | $38.6M | $34.4M | ||
| Q3 24 | $13.3M | $27.3M | ||
| Q2 24 | $141.8M | $-14.5M |
自由现金流率CRSRXT
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | 8.2% | ||
| Q3 25 | -0.5% | 6.4% | ||
| Q2 25 | 26.5% | -1.9% | ||
| Q1 25 | 4.7% | 0.6% | ||
| Q4 24 | 5.7% | 5.0% | ||
| Q3 24 | 1.9% | 4.0% | ||
| Q2 24 | 17.8% | -2.1% |
资本支出强度CRSRXT
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 0.5% | ||
| Q3 25 | 5.8% | 4.2% | ||
| Q2 25 | 7.7% | 3.1% | ||
| Q1 25 | 5.5% | 1.2% | ||
| Q4 24 | 4.3% | 2.9% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 3.5% | 5.6% |
现金转化率CRSRXT
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | — | ||
| Q3 25 | 0.32× | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 1.81× | 0.96× |
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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
