vs
DELUXE CORP（DLX）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DELUXE CORP的1.3倍（$682.8M vs $535.2M），DELUXE CORP净利率更高（2.2% vs -4.8%，领先7.0%），DELUXE CORP同比增速更快（2.8% vs -0.4%），过去两年DELUXE CORP的营收复合增速更高（0.0% vs -0.6%）
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
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。
DLX vs RXT — 直观对比
营收规模更大
RXT
是对方的1.3倍
$535.2M
营收增速更快
DLX
高出3.2%
-0.4%
净利率更高
DLX
高出7.0%
-4.8%
两年增速更快
DLX
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $535.2M | $682.8M |
| 净利润 | $12.0M | $-32.7M |
| 毛利率 | 52.2% | 17.6% |
| 营业利润率 | 8.9% | -0.5% |
| 净利率 | 2.2% | -4.8% |
| 营收同比 | 2.8% | -0.4% |
| 净利润同比 | -5.0% | 41.6% |
| 每股收益（稀释后） | $0.25 | $-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DLXRXT
| Q4 25 | $535.2M | $682.8M | ||
| Q3 25 | $540.2M | $671.2M | ||
| Q2 25 | $521.3M | $666.3M | ||
| Q1 25 | $536.5M | $665.4M | ||
| Q4 24 | $520.6M | $685.6M | ||
| Q3 24 | $528.4M | $675.8M | ||
| Q2 24 | $537.8M | $684.9M | ||
| Q1 24 | $535.0M | $690.8M |
净利润DLXRXT
| Q4 25 | $12.0M | $-32.7M | ||
| Q3 25 | $33.7M | $-67.1M | ||
| Q2 25 | $22.4M | $-54.5M | ||
| Q1 25 | $14.0M | $-71.5M | ||
| Q4 24 | $12.6M | $-56.0M | ||
| Q3 24 | $8.9M | $-186.6M | ||
| Q2 24 | $20.5M | $25.0M | ||
| Q1 24 | $10.8M | $-640.6M |
毛利率DLXRXT
| Q4 25 | 52.2% | 17.6% | ||
| Q3 25 | 53.9% | 19.4% | ||
| Q2 25 | 53.6% | 19.4% | ||
| Q1 25 | 52.4% | 19.1% | ||
| Q4 24 | 52.3% | 19.2% | ||
| Q3 24 | 53.3% | 20.3% | ||
| Q2 24 | 53.7% | 19.2% | ||
| Q1 24 | 53.0% | 19.2% |
营业利润率DLXRXT
| Q4 25 | 8.9% | -0.5% | ||
| Q3 25 | 14.0% | -5.1% | ||
| Q2 25 | 11.7% | -3.8% | ||
| Q1 25 | 9.0% | -5.8% | ||
| Q4 24 | 9.0% | -4.2% | ||
| Q3 24 | 7.9% | -25.7% | ||
| Q2 24 | 11.0% | -7.9% | ||
| Q1 24 | 8.3% | -94.5% |
净利率DLXRXT
| Q4 25 | 2.2% | -4.8% | ||
| Q3 25 | 6.2% | -10.0% | ||
| Q2 25 | 4.3% | -8.2% | ||
| Q1 25 | 2.6% | -10.7% | ||
| Q4 24 | 2.4% | -8.2% | ||
| Q3 24 | 1.7% | -27.6% | ||
| Q2 24 | 3.8% | 3.7% | ||
| Q1 24 | 2.0% | -92.7% |
每股收益（稀释后）DLXRXT
| Q4 25 | $0.25 | $-0.13 | ||
| Q3 25 | $0.74 | $-0.28 | ||
| Q2 25 | $0.50 | $-0.23 | ||
| Q1 25 | $0.31 | $-0.31 | ||
| Q4 24 | $0.28 | $-0.20 | ||
| Q3 24 | $0.20 | $-0.82 | ||
| Q2 24 | $0.46 | $0.11 | ||
| Q1 24 | $0.24 | $-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 | $36.9M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $680.7M | $-1.2B |
| 总资产 | $2.9B | $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DLXRXT
| Q4 25 | $36.9M | $105.8M | ||
| Q3 25 | $25.8M | $99.5M | ||
| Q2 25 | $26.0M | $103.9M | ||
| Q1 25 | $30.3M | $128.0M | ||
| Q4 24 | $34.4M | $144.0M | ||
| Q3 24 | $41.3M | $157.1M | ||
| Q2 24 | $23.1M | $190.2M | ||
| Q1 24 | $23.5M | $282.6M |
总债务DLXRXT
| 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DLXRXT
| Q4 25 | $680.7M | $-1.2B | ||
| Q3 25 | $664.1M | $-1.2B | ||
| Q2 25 | $638.7M | $-1.1B | ||
| Q1 25 | $622.5M | $-1.1B | ||
| Q4 24 | $620.9M | $-1.0B | ||
| Q3 24 | $612.7M | $-949.7M | ||
| Q2 24 | $620.5M | $-756.2M | ||
| Q1 24 | $608.4M | $-787.2M |
总资产DLXRXT
| Q4 25 | $2.9B | $2.8B | ||
| Q3 25 | $2.6B | $2.8B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.8B | $3.1B | ||
| Q3 24 | $2.6B | $3.1B | ||
| Q2 24 | $2.7B | $3.4B | ||
| Q1 24 | $2.7B | $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 | $102.1M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 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 | 8.53× | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流DLXRXT
| Q4 25 | $102.1M | $59.7M | ||
| Q3 25 | $67.1M | $70.7M | ||
| Q2 25 | $51.1M | $8.4M | ||
| Q1 25 | $50.3M | $12.6M | ||
| Q4 24 | $60.2M | $54.3M | ||
| Q3 24 | $67.9M | $51.8M | ||
| Q2 24 | $39.6M | $24.1M | ||
| Q1 24 | $26.6M | $-90.3M |
自由现金流DLXRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | $27.8M | $-12.4M | ||
| Q1 25 | $24.3M | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | $46.7M | $27.3M | ||
| Q2 24 | $11.4M | $-14.5M | ||
| Q1 24 | $6.1M | $-118.4M |
自由现金流率DLXRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | 5.3% | -1.9% | ||
| Q1 25 | 4.5% | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | 8.8% | 4.0% | ||
| Q2 24 | 2.1% | -2.1% | ||
| Q1 24 | 1.1% | -17.1% |
资本支出强度DLXRXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | 4.5% | 3.1% | ||
| Q1 25 | 4.8% | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | 4.0% | 3.6% | ||
| Q2 24 | 5.2% | 5.6% | ||
| Q1 24 | 3.8% | 4.1% |
现金转化率DLXRXT
| Q4 25 | 8.53× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 3.59× | — | ||
| Q4 24 | 4.77× | — | ||
| Q3 24 | 7.60× | — | ||
| Q2 24 | 1.94× | 0.96× | ||
| Q1 24 | 2.46× | — |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
