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CAVCO INDUSTRIES, INC.（CVCO）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
Rackspace Technology, Inc.的季度营收约是CAVCO INDUSTRIES, INC.的1.2倍（$682.8M vs $581.0M），CAVCO INDUSTRIES, INC.净利率更高（7.6% vs -4.8%，领先12.4%），CAVCO INDUSTRIES, INC.同比增速更快（11.3% vs -0.4%），CAVCO INDUSTRIES, INC.自由现金流更多（$57.6M vs $56.0M），过去两年CAVCO INDUSTRIES, INC.的营收复合增速更高（17.6% vs -0.6%）
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
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。
CVCO vs RXT — 直观对比
营收规模更大
RXT
是对方的1.2倍
$581.0M
营收增速更快
CVCO
高出11.7%
-0.4%
净利率更高
CVCO
高出12.4%
-4.8%
自由现金流更多
CVCO
多$1.6M
$56.0M
两年增速更快
CVCO
近两年复合增速
-0.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $581.0M | $682.8M |
| 净利润 | $44.1M | $-32.7M |
| 毛利率 | 23.4% | 17.6% |
| 营业利润率 | 9.4% | -0.5% |
| 净利率 | 7.6% | -4.8% |
| 营收同比 | 11.3% | -0.4% |
| 净利润同比 | -22.0% | 41.6% |
| 每股收益（稀释后） | $5.58 | $-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CVCORXT
| Q4 25 | $581.0M | $682.8M | ||
| Q3 25 | $556.5M | $671.2M | ||
| Q2 25 | $556.9M | $666.3M | ||
| Q1 25 | $508.4M | $665.4M | ||
| Q4 24 | $522.0M | $685.6M | ||
| Q3 24 | $507.5M | $675.8M | ||
| Q2 24 | $477.6M | $684.9M | ||
| Q1 24 | $420.1M | $690.8M |
净利润CVCORXT
| Q4 25 | $44.1M | $-32.7M | ||
| Q3 25 | $52.4M | $-67.1M | ||
| Q2 25 | $51.6M | $-54.5M | ||
| Q1 25 | $36.3M | $-71.5M | ||
| Q4 24 | $56.5M | $-56.0M | ||
| Q3 24 | $43.8M | $-186.6M | ||
| Q2 24 | $34.4M | $25.0M | ||
| Q1 24 | $33.9M | $-640.6M |
毛利率CVCORXT
| Q4 25 | 23.4% | 17.6% | ||
| Q3 25 | 24.2% | 19.4% | ||
| Q2 25 | 23.3% | 19.4% | ||
| Q1 25 | 22.8% | 19.1% | ||
| Q4 24 | 24.9% | 19.2% | ||
| Q3 24 | 22.9% | 20.3% | ||
| Q2 24 | 21.7% | 19.2% | ||
| Q1 24 | 23.6% | 19.2% |
营业利润率CVCORXT
| Q4 25 | 9.4% | -0.5% | ||
| Q3 25 | 11.2% | -5.1% | ||
| Q2 25 | 10.8% | -3.8% | ||
| Q1 25 | 7.6% | -5.8% | ||
| Q4 24 | 12.3% | -4.2% | ||
| Q3 24 | 9.7% | -25.7% | ||
| Q2 24 | 8.1% | -7.9% | ||
| Q1 24 | 8.9% | -94.5% |
净利率CVCORXT
| Q4 25 | 7.6% | -4.8% | ||
| Q3 25 | 9.4% | -10.0% | ||
| Q2 25 | 9.3% | -8.2% | ||
| Q1 25 | 7.1% | -10.7% | ||
| Q4 24 | 10.8% | -8.2% | ||
| Q3 24 | 8.6% | -27.6% | ||
| Q2 24 | 7.2% | 3.7% | ||
| Q1 24 | 8.1% | -92.7% |
每股收益（稀释后）CVCORXT
| Q4 25 | $5.58 | $-0.13 | ||
| Q3 25 | $6.55 | $-0.28 | ||
| Q2 25 | $6.42 | $-0.23 | ||
| Q1 25 | $4.42 | $-0.31 | ||
| Q4 24 | $6.90 | $-0.20 | ||
| Q3 24 | $5.28 | $-0.82 | ||
| Q2 24 | $4.11 | $0.11 | ||
| Q1 24 | $4.05 | $-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 | $241.9M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.1B | $-1.2B |
| 总资产 | $1.5B | $2.8B |
| 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CVCORXT
| Q4 25 | $241.9M | $105.8M | ||
| Q3 25 | $391.8M | $99.5M | ||
| Q2 25 | $362.4M | $103.9M | ||
| Q1 25 | $376.1M | $128.0M | ||
| Q4 24 | $378.9M | $144.0M | ||
| Q3 24 | $388.7M | $157.1M | ||
| Q2 24 | $380.0M | $190.2M | ||
| Q1 24 | $371.0M | $282.6M |
总债务CVCORXT
| 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 |
股东权益CVCORXT
| Q4 25 | $1.1B | $-1.2B | ||
| Q3 25 | $1.1B | $-1.2B | ||
| Q2 25 | $1.1B | $-1.1B | ||
| Q1 25 | $1.1B | $-1.1B | ||
| Q4 24 | $1.1B | $-1.0B | ||
| Q3 24 | $1.0B | $-949.7M | ||
| Q2 24 | $1.0B | $-756.2M | ||
| Q1 24 | $1.0B | $-787.2M |
总资产CVCORXT
| Q4 25 | $1.5B | $2.8B | ||
| Q3 25 | $1.4B | $2.8B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.4B | $3.1B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.4B | $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 | $66.1M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $57.6M | $56.0M |
| 自由现金流率自由现金流/营收 | 9.9% | 8.2% |
| 资本支出强度资本支出/营收 | 1.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $205.3M | $90.6M |
8季度趋势，按日历期对齐
经营现金流CVCORXT
| Q4 25 | $66.1M | $59.7M | ||
| Q3 25 | $78.5M | $70.7M | ||
| Q2 25 | $55.5M | $8.4M | ||
| Q1 25 | $38.6M | $12.6M | ||
| Q4 24 | $37.8M | $54.3M | ||
| Q3 24 | $54.7M | $51.8M | ||
| Q2 24 | $47.4M | $24.1M | ||
| Q1 24 | — | $-90.3M |
自由现金流CVCORXT
| Q4 25 | $57.6M | $56.0M | ||
| Q3 25 | $68.7M | $42.7M | ||
| Q2 25 | $46.4M | $-12.4M | ||
| Q1 25 | $32.5M | $4.3M | ||
| Q4 24 | $32.3M | $34.4M | ||
| Q3 24 | $49.8M | $27.3M | ||
| Q2 24 | $42.4M | $-14.5M | ||
| Q1 24 | — | $-118.4M |
自由现金流率CVCORXT
| Q4 25 | 9.9% | 8.2% | ||
| Q3 25 | 12.4% | 6.4% | ||
| Q2 25 | 8.3% | -1.9% | ||
| Q1 25 | 6.4% | 0.6% | ||
| Q4 24 | 6.2% | 5.0% | ||
| Q3 24 | 9.8% | 4.0% | ||
| Q2 24 | 8.9% | -2.1% | ||
| Q1 24 | — | -17.1% |
资本支出强度CVCORXT
| Q4 25 | 1.5% | 0.5% | ||
| Q3 25 | 1.7% | 4.2% | ||
| Q2 25 | 1.6% | 3.1% | ||
| Q1 25 | 1.2% | 1.2% | ||
| Q4 24 | 1.0% | 2.9% | ||
| Q3 24 | 1.0% | 3.6% | ||
| Q2 24 | 1.0% | 5.6% | ||
| Q1 24 | — | 4.1% |
现金转化率CVCORXT
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 0.67× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.38× | 0.96× | ||
| 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
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
