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Leonardo DRS, Inc.(DRS)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Leonardo DRS, Inc.的季度营收约是Reddit, Inc.的1.6倍($1.1B vs $663.0M),Reddit, Inc.净利率更高(30.8% vs 9.6%,领先21.1%),Reddit, Inc.同比增速更快(69.0% vs 8.1%),Leonardo DRS, Inc.自由现金流更多($376.0M vs $311.0M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 24.1%)
莱昂纳多DRS公司是美国本土国防承包商,前身为DRS技术公司,曾于纽约证券交易所挂牌交易,2008年被莱昂纳多的前身芬梅卡尼卡收购,核心业务为向美国军方提供先进国防技术及配套系统产品。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
DRS vs RDDT — 直观对比
营收规模更大
DRS
是对方的1.6倍
$663.0M
营收增速更快
RDDT
高出60.9%
8.1%
净利率更高
RDDT
高出21.1%
9.6%
自由现金流更多
DRS
多$65.0M
$311.0M
两年增速更快
RDDT
近两年复合增速
24.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $663.0M |
| 净利润 | $102.0M | $204.0M |
| 毛利率 | 25.4% | 100.0% |
| 营业利润率 | 11.9% | 0.0% |
| 净利率 | 9.6% | 30.8% |
| 营收同比 | 8.1% | 69.0% |
| 净利润同比 | 14.6% | 680.0% |
| 每股收益(稀释后) | $0.38 | $1.01 |
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
DRS
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $1.1B | $725.6M | ||
| Q3 25 | $960.0M | $584.9M | ||
| Q2 25 | $829.0M | $499.6M | ||
| Q1 25 | $799.0M | $392.4M | ||
| Q4 24 | $981.0M | $427.7M | ||
| Q3 24 | $812.0M | $348.4M | ||
| Q2 24 | $753.0M | $281.2M |
净利润
DRS
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $102.0M | $251.6M | ||
| Q3 25 | $72.0M | $162.7M | ||
| Q2 25 | $54.0M | $89.3M | ||
| Q1 25 | $50.0M | $26.2M | ||
| Q4 24 | $89.0M | $71.0M | ||
| Q3 24 | $57.0M | $29.9M | ||
| Q2 24 | $38.0M | $-10.1M |
毛利率
DRS
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 25.4% | 91.9% | ||
| Q3 25 | 23.1% | 91.0% | ||
| Q2 25 | 23.8% | 90.8% | ||
| Q1 25 | 22.7% | 90.5% | ||
| Q4 24 | 24.0% | 92.6% | ||
| Q3 24 | 22.0% | 90.1% | ||
| Q2 24 | 22.4% | 89.5% |
营业利润率
DRS
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 11.9% | 31.9% | ||
| Q3 25 | 9.7% | 23.7% | ||
| Q2 25 | 8.4% | 13.6% | ||
| Q1 25 | 7.4% | 1.0% | ||
| Q4 24 | 12.2% | 12.4% | ||
| Q3 24 | 9.2% | 2.0% | ||
| Q2 24 | 7.3% | -11.0% |
净利率
DRS
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 9.6% | 34.7% | ||
| Q3 25 | 7.5% | 27.8% | ||
| Q2 25 | 6.5% | 17.9% | ||
| Q1 25 | 6.3% | 6.7% | ||
| Q4 24 | 9.1% | 16.6% | ||
| Q3 24 | 7.0% | 8.6% | ||
| Q2 24 | 5.0% | -3.6% |
每股收益(稀释后)
DRS
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.38 | $1.24 | ||
| Q3 25 | $0.26 | $0.80 | ||
| Q2 25 | $0.20 | $0.45 | ||
| Q1 25 | $0.19 | $0.13 | ||
| Q4 24 | $0.34 | $4.76 | ||
| Q3 24 | $0.21 | $0.16 | ||
| Q2 24 | $0.14 | $-0.06 |
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 | $647.0M | $1.4B |
| 总债务越低越好 | $321.0M | — |
| 股东权益账面价值 | $2.7B | $3.2B |
| 总资产 | $4.5B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势,按日历期对齐
现金及短期投资
DRS
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $647.0M | $953.6M | ||
| Q3 25 | $309.0M | $911.7M | ||
| Q2 25 | $278.0M | $734.1M | ||
| Q1 25 | $380.0M | $635.7M | ||
| Q4 24 | $598.0M | $562.1M | ||
| Q3 24 | $198.0M | $515.9M | ||
| Q2 24 | $149.0M | $468.0M |
总债务
DRS
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $321.0M | — | ||
| Q3 25 | $326.0M | — | ||
| Q2 25 | $331.0M | — | ||
| Q1 25 | $335.0M | — | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $345.0M | — | ||
| Q2 24 | $351.0M | — |
股东权益
DRS
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.7B | $2.9B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B |
总资产
DRS
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $4.5B | $3.2B | ||
| Q3 25 | $4.2B | $2.9B | ||
| Q2 25 | $4.1B | $2.6B | ||
| Q1 25 | $4.1B | $2.4B | ||
| Q4 24 | $4.2B | $2.3B | ||
| Q3 24 | $3.9B | $2.2B | ||
| Q2 24 | $3.8B | $2.1B |
负债/权益比
DRS
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — |
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 | $425.0M | — |
| 自由现金流经营现金流 - 资本支出 | $376.0M | $311.0M |
| 自由现金流率自由现金流/营收 | 35.5% | 46.9% |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 4.17× | — |
| 过去12个月自由现金流最近4个季度 | $227.0M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
DRS
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $425.0M | $266.8M | ||
| Q3 25 | $107.0M | $185.2M | ||
| Q2 25 | $-28.0M | $111.3M | ||
| Q1 25 | $-138.0M | $127.6M | ||
| Q4 24 | $443.0M | $90.0M | ||
| Q3 24 | $59.0M | $71.6M | ||
| Q2 24 | $34.0M | $28.4M |
自由现金流
DRS
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $376.0M | $263.6M | ||
| Q3 25 | $77.0M | $183.1M | ||
| Q2 25 | $-56.0M | $110.8M | ||
| Q1 25 | $-170.0M | $126.6M | ||
| Q4 24 | $414.0M | $89.2M | ||
| Q3 24 | $47.0M | $70.3M | ||
| Q2 24 | $0 | $27.2M |
自由现金流率
DRS
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 35.5% | 36.3% | ||
| Q3 25 | 8.0% | 31.3% | ||
| Q2 25 | -6.8% | 22.2% | ||
| Q1 25 | -21.3% | 32.3% | ||
| Q4 24 | 42.2% | 20.8% | ||
| Q3 24 | 5.8% | 20.2% | ||
| Q2 24 | 0.0% | 9.7% |
资本支出强度
DRS
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.4% | ||
| Q3 25 | 3.1% | 0.4% | ||
| Q2 25 | 3.4% | 0.1% | ||
| Q1 25 | 4.0% | 0.2% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 4.5% | 0.4% |
现金转化率
DRS
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 4.17× | 1.06× | ||
| Q3 25 | 1.49× | 1.14× | ||
| Q2 25 | -0.52× | 1.25× | ||
| Q1 25 | -2.76× | 4.88× | ||
| Q4 24 | 4.98× | 1.27× | ||
| Q3 24 | 1.04× | 2.40× | ||
| Q2 24 | 0.89× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图