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杜比实验室(DLB)与Rapid7, Inc.(RPD)财务数据对比。点击上方公司名可切换其他公司
杜比实验室的季度营收约是Rapid7, Inc.的1.8倍($395.6M vs $217.4M),杜比实验室净利率更高(24.0% vs 1.4%,领先22.6%),杜比实验室同比增速更快(7.1% vs 0.5%),过去两年杜比实验室的营收复合增速更高(13.9% vs 3.0%)
杜比实验室是一家美国科技企业,专注于音频降噪、音频编码压缩、空间音频及高动态范围(HDR)影像等技术的研发,旗下技术广泛授权给全球各地的消费电子制造商使用,助力终端产品为用户带来更出色的视听体验。
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。
DLB vs RPD — 直观对比
营收规模更大
DLB
是对方的1.8倍
$217.4M
营收增速更快
DLB
高出6.5%
0.5%
净利率更高
DLB
高出22.6%
1.4%
两年增速更快
DLB
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $395.6M | $217.4M |
| 净利润 | $94.9M | $3.1M |
| 毛利率 | 88.7% | 68.9% |
| 营业利润率 | 28.5% | 1.0% |
| 净利率 | 24.0% | 1.4% |
| 营收同比 | 7.1% | 0.5% |
| 净利润同比 | 3.4% | 44.1% |
| 每股收益(稀释后) | $0.99 | $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
DLB
RPD
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | — | ||
| Q4 25 | $346.7M | $217.4M | ||
| Q3 25 | $307.0M | $218.0M | ||
| Q2 25 | $315.5M | $214.2M | ||
| Q1 25 | $369.6M | $210.3M | ||
| Q4 24 | $357.0M | $216.3M | ||
| Q3 24 | $304.8M | $214.7M |
净利润
DLB
RPD
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | — | ||
| Q4 25 | $53.3M | $3.1M | ||
| Q3 25 | $49.3M | $9.8M | ||
| Q2 25 | $46.1M | $8.3M | ||
| Q1 25 | $91.8M | $2.1M | ||
| Q4 24 | $67.8M | $2.2M | ||
| Q3 24 | $58.6M | $15.4M |
毛利率
DLB
RPD
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | — | ||
| Q4 25 | 87.5% | 68.9% | ||
| Q3 25 | 87.1% | 70.2% | ||
| Q2 25 | 86.1% | 70.6% | ||
| Q1 25 | 90.3% | 71.7% | ||
| Q4 24 | 88.6% | 69.5% | ||
| Q3 24 | 88.8% | 70.6% |
营业利润率
DLB
RPD
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.9% | 1.0% | ||
| Q3 25 | 9.7% | 2.7% | ||
| Q2 25 | 15.1% | 1.6% | ||
| Q1 25 | 29.2% | -0.0% | ||
| Q4 24 | 22.4% | 3.4% | ||
| Q3 24 | 15.2% | 6.0% |
净利率
DLB
RPD
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.4% | 1.4% | ||
| Q3 25 | 16.1% | 4.5% | ||
| Q2 25 | 14.6% | 3.9% | ||
| Q1 25 | 24.8% | 1.0% | ||
| Q4 24 | 19.0% | 1.0% | ||
| Q3 24 | 19.2% | 7.2% |
每股收益(稀释后)
DLB
RPD
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.55 | $0.05 | ||
| Q3 25 | $0.50 | $0.15 | ||
| Q2 25 | $0.48 | $0.13 | ||
| Q1 25 | $0.94 | $0.03 | ||
| Q4 24 | $0.70 | $0.08 | ||
| Q3 24 | $0.59 | $0.21 |
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 | $594.7M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $154.7M |
| 总资产 | $3.2B | $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
DLB
RPD
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | — | ||
| Q4 25 | $644.6M | $474.7M | ||
| Q3 25 | $702.6M | $407.1M | ||
| Q2 25 | $699.3M | $511.7M | ||
| Q1 25 | $626.6M | $493.5M | ||
| Q4 24 | $520.8M | $521.7M | ||
| Q3 24 | $482.0M | $443.7M |
股东权益
DLB
RPD
| Q2 26 | $2.6B | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $154.7M | ||
| Q3 25 | $2.6B | $127.2M | ||
| Q2 25 | $2.6B | $90.4M | ||
| Q1 25 | $2.6B | $52.7M | ||
| Q4 24 | $2.5B | $17.7M | ||
| Q3 24 | $2.5B | $-5.1M |
总资产
DLB
RPD
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $3.2B | $1.6B | ||
| Q4 24 | $3.2B | $1.7B | ||
| Q3 24 | $3.1B | $1.6B |
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 | $147.3M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 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 | 1.55× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势,按日历期对齐
经营现金流
DLB
RPD
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | — | ||
| Q4 25 | $54.8M | $37.6M | ||
| Q3 25 | $472.2M | $39.0M | ||
| Q2 25 | $67.7M | $47.5M | ||
| Q1 25 | $174.9M | $29.8M | ||
| Q4 24 | $106.8M | $63.8M | ||
| Q3 24 | $327.3M | $44.0M |
自由现金流
DLB
RPD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.2M | $36.4M | ||
| Q3 25 | $435.9M | $34.8M | ||
| Q2 25 | $61.3M | $46.6M | ||
| Q1 25 | $168.0M | $28.4M | ||
| Q4 24 | $100.0M | $62.6M | ||
| Q3 24 | $297.2M | $42.6M |
自由现金流率
DLB
RPD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 16.8% | ||
| Q3 25 | 142.0% | 16.0% | ||
| Q2 25 | 19.4% | 21.8% | ||
| Q1 25 | 45.5% | 13.5% | ||
| Q4 24 | 28.0% | 28.9% | ||
| Q3 24 | 97.5% | 19.9% |
资本支出强度
DLB
RPD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.5% | ||
| Q3 25 | 11.8% | 1.9% | ||
| Q2 25 | 2.0% | 0.4% | ||
| Q1 25 | 1.9% | 0.6% | ||
| Q4 24 | 1.9% | 0.5% | ||
| Q3 24 | 9.8% | 0.6% |
现金转化率
DLB
RPD
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.03× | 12.01× | ||
| Q3 25 | 9.57× | 3.97× | ||
| Q2 25 | 1.47× | 5.70× | ||
| Q1 25 | 1.91× | 14.14× | ||
| Q4 24 | 1.57× | 29.36× | ||
| Q3 24 | 5.59× | 2.85× |
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
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |