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柯蒂斯-莱特（CW）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
柯蒂斯-莱特的季度营收约是Rackspace Technology, Inc.的1.4倍（$947.0M vs $682.8M），柯蒂斯-莱特净利率更高（14.5% vs -4.8%，领先19.3%），柯蒂斯-莱特同比增速更快（14.9% vs -0.4%），柯蒂斯-莱特自由现金流更多（$315.1M vs $56.0M），过去两年柯蒂斯-莱特的营收复合增速更高（15.2% vs -0.6%）
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
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。
CW vs RXT — 直观对比
营收规模更大
CW
是对方的1.4倍
$682.8M
营收增速更快
CW
高出15.3%
-0.4%
净利率更高
CW
高出19.3%
-4.8%
自由现金流更多
CW
多$259.1M
$56.0M
两年增速更快
CW
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $947.0M | $682.8M |
| 净利润 | $137.0M | $-32.7M |
| 毛利率 | 37.5% | 17.6% |
| 营业利润率 | 19.2% | -0.5% |
| 净利率 | 14.5% | -4.8% |
| 营收同比 | 14.9% | -0.4% |
| 净利润同比 | 16.2% | 41.6% |
| 每股收益（稀释后） | $3.69 | $-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CWRXT
| Q4 25 | $947.0M | $682.8M | ||
| Q3 25 | $869.2M | $671.2M | ||
| Q2 25 | $876.6M | $666.3M | ||
| Q1 25 | $805.6M | $665.4M | ||
| Q4 24 | $824.3M | $685.6M | ||
| Q3 24 | $798.9M | $675.8M | ||
| Q2 24 | $784.8M | $684.9M | ||
| Q1 24 | $713.2M | $690.8M |
净利润CWRXT
| Q4 25 | $137.0M | $-32.7M | ||
| Q3 25 | $124.8M | $-67.1M | ||
| Q2 25 | $121.1M | $-54.5M | ||
| Q1 25 | $101.3M | $-71.5M | ||
| Q4 24 | $117.9M | $-56.0M | ||
| Q3 24 | $111.2M | $-186.6M | ||
| Q2 24 | $99.5M | $25.0M | ||
| Q1 24 | $76.5M | $-640.6M |
毛利率CWRXT
| Q4 25 | 37.5% | 17.6% | ||
| Q3 25 | 37.7% | 19.4% | ||
| Q2 25 | 37.2% | 19.4% | ||
| Q1 25 | 36.3% | 19.1% | ||
| Q4 24 | 38.5% | 19.2% | ||
| Q3 24 | 37.3% | 20.3% | ||
| Q2 24 | 36.2% | 19.2% | ||
| Q1 24 | 35.6% | 19.2% |
营业利润率CWRXT
| Q4 25 | 19.2% | -0.5% | ||
| Q3 25 | 19.1% | -5.1% | ||
| Q2 25 | 17.8% | -3.8% | ||
| Q1 25 | 16.0% | -5.8% | ||
| Q4 24 | 18.8% | -4.2% | ||
| Q3 24 | 18.1% | -25.7% | ||
| Q2 24 | 16.4% | -7.9% | ||
| Q1 24 | 14.0% | -94.5% |
净利率CWRXT
| Q4 25 | 14.5% | -4.8% | ||
| Q3 25 | 14.4% | -10.0% | ||
| Q2 25 | 13.8% | -8.2% | ||
| Q1 25 | 12.6% | -10.7% | ||
| Q4 24 | 14.3% | -8.2% | ||
| Q3 24 | 13.9% | -27.6% | ||
| Q2 24 | 12.7% | 3.7% | ||
| Q1 24 | 10.7% | -92.7% |
每股收益（稀释后）CWRXT
| Q4 25 | $3.69 | $-0.13 | ||
| Q3 25 | $3.31 | $-0.28 | ||
| Q2 25 | $3.19 | $-0.23 | ||
| Q1 25 | $2.68 | $-0.31 | ||
| Q4 24 | $3.09 | $-0.20 | ||
| Q3 24 | $2.89 | $-0.82 | ||
| Q2 24 | $2.58 | $0.11 | ||
| Q1 24 | $1.99 | $-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 | — | $105.8M |
| 总债务越低越好 | $957.9M | $2.7B |
| 股东权益账面价值 | $2.5B | $-1.2B |
| 总资产 | $5.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.38× | — |
8季度趋势，按日历期对齐
现金及短期投资CWRXT
| Q4 25 | — | $105.8M | ||
| Q3 25 | — | $99.5M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | $226.5M | $128.0M | ||
| Q4 24 | $385.0M | $144.0M | ||
| Q3 24 | — | $157.1M | ||
| Q2 24 | — | $190.2M | ||
| Q1 24 | $338.0M | $282.6M |
总债务CWRXT
| Q4 25 | $957.9M | $2.7B | ||
| Q3 25 | $968.6M | $2.8B | ||
| Q2 25 | $958.4M | $2.8B | ||
| Q1 25 | $958.6M | $2.8B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | $1.0B | $2.9B | ||
| Q1 24 | $1.1B | $3.0B |
股东权益CWRXT
| Q4 25 | $2.5B | $-1.2B | ||
| Q3 25 | $2.5B | $-1.2B | ||
| Q2 25 | $2.7B | $-1.1B | ||
| Q1 25 | $2.6B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.0B | ||
| Q3 24 | $2.5B | $-949.7M | ||
| Q2 24 | $2.5B | $-756.2M | ||
| Q1 24 | $2.4B | $-787.2M |
总资产CWRXT
| Q4 25 | $5.2B | $2.8B | ||
| Q3 25 | $5.1B | $2.8B | ||
| Q2 25 | $5.2B | $2.9B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $5.0B | $3.1B | ||
| Q3 24 | $4.9B | $3.1B | ||
| Q2 24 | $4.7B | $3.4B | ||
| Q1 24 | $4.6B | $3.5B |
负债/权益比CWRXT
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.44× | — |
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 | $352.7M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $315.1M | $56.0M |
| 自由现金流率自由现金流/营收 | 33.3% | 8.2% |
| 资本支出强度资本支出/营收 | 4.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $553.7M | $90.6M |
8季度趋势，按日历期对齐
经营现金流CWRXT
| Q4 25 | $352.7M | $59.7M | ||
| Q3 25 | $192.8M | $70.7M | ||
| Q2 25 | $136.6M | $8.4M | ||
| Q1 25 | $-38.8M | $12.6M | ||
| Q4 24 | $301.3M | $54.3M | ||
| Q3 24 | $177.3M | $51.8M | ||
| Q2 24 | $111.3M | $24.1M | ||
| Q1 24 | $-45.6M | $-90.3M |
自由现金流CWRXT
| Q4 25 | $315.1M | $56.0M | ||
| Q3 25 | $175.9M | $42.7M | ||
| Q2 25 | $117.2M | $-12.4M | ||
| Q1 25 | $-54.5M | $4.3M | ||
| Q4 24 | $278.0M | $34.4M | ||
| Q3 24 | $162.7M | $27.3M | ||
| Q2 24 | $100.3M | $-14.5M | ||
| Q1 24 | $-57.7M | $-118.4M |
自由现金流率CWRXT
| Q4 25 | 33.3% | 8.2% | ||
| Q3 25 | 20.2% | 6.4% | ||
| Q2 25 | 13.4% | -1.9% | ||
| Q1 25 | -6.8% | 0.6% | ||
| Q4 24 | 33.7% | 5.0% | ||
| Q3 24 | 20.4% | 4.0% | ||
| Q2 24 | 12.8% | -2.1% | ||
| Q1 24 | -8.1% | -17.1% |
资本支出强度CWRXT
| Q4 25 | 4.0% | 0.5% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 2.2% | 3.1% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 2.8% | 2.9% | ||
| Q3 24 | 1.8% | 3.6% | ||
| Q2 24 | 1.4% | 5.6% | ||
| Q1 24 | 1.7% | 4.1% |
现金转化率CWRXT
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.54× | — | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | -0.38× | — | ||
| Q4 24 | 2.56× | — | ||
| Q3 24 | 1.59× | — | ||
| Q2 24 | 1.12× | 0.96× | ||
| Q1 24 | -0.60× | — |
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
CW
| Naval Power | $417.4M | 44% |
| Defense Electronics | $268.3M | 28% |
| Aerospace Industrial | $262.4M | 28% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
