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Element Solutions Inc（ESI）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
Element Solutions Inc的季度营收约是Rackspace Technology, Inc.的1.2倍（$840.0M vs $682.8M），Element Solutions Inc净利率更高（6.7% vs -4.8%，领先11.5%），Element Solutions Inc同比增速更快（41.0% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $-74.2M），过去两年Element Solutions Inc的营收复合增速更高（17.1% vs -0.6%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
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。
ESI vs RXT — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $682.8M |
| 净利润 | $56.0M | $-32.7M |
| 毛利率 | 38.4% | 17.6% |
| 营业利润率 | 13.3% | -0.5% |
| 净利率 | 6.7% | -4.8% |
| 营收同比 | 41.0% | -0.4% |
| 净利润同比 | -43.0% | 41.6% |
| 每股收益（稀释后） | $0.23 | $-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
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $682.8M | ||
| Q3 25 | $656.1M | $671.2M | ||
| Q2 25 | $625.2M | $666.3M | ||
| Q1 25 | $593.7M | $665.4M | ||
| Q4 24 | $624.2M | $685.6M | ||
| Q3 24 | $645.0M | $675.8M | ||
| Q2 24 | $612.7M | $684.9M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $-32.7M | ||
| Q3 25 | $39.3M | $-67.1M | ||
| Q2 25 | $47.4M | $-54.5M | ||
| Q1 25 | $98.0M | $-71.5M | ||
| Q4 24 | $54.7M | $-56.0M | ||
| Q3 24 | $40.3M | $-186.6M | ||
| Q2 24 | $93.2M | $25.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 17.6% | ||
| Q3 25 | 42.2% | 19.4% | ||
| Q2 25 | 42.6% | 19.4% | ||
| Q1 25 | 42.2% | 19.1% | ||
| Q4 24 | 41.0% | 19.2% | ||
| Q3 24 | 41.5% | 20.3% | ||
| Q2 24 | 43.6% | 19.2% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | -0.5% | ||
| Q3 25 | 15.4% | -5.1% | ||
| Q2 25 | 15.1% | -3.8% | ||
| Q1 25 | 13.0% | -5.8% | ||
| Q4 24 | 12.0% | -4.2% | ||
| Q3 24 | 14.7% | -25.7% | ||
| Q2 24 | 15.7% | -7.9% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | -4.8% | ||
| Q3 25 | 6.0% | -10.0% | ||
| Q2 25 | 7.6% | -8.2% | ||
| Q1 25 | 16.5% | -10.7% | ||
| Q4 24 | 8.8% | -8.2% | ||
| Q3 24 | 6.2% | -27.6% | ||
| Q2 24 | 15.2% | 3.7% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $-0.13 | ||
| Q3 25 | $0.16 | $-0.28 | ||
| Q2 25 | $0.20 | $-0.23 | ||
| Q1 25 | $0.40 | $-0.31 | ||
| Q4 24 | $0.22 | $-0.20 | ||
| Q3 24 | $0.17 | $-0.82 | ||
| Q2 24 | $0.39 | $0.11 |
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 | $177.3M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $2.7B | $-1.2B |
| 总资产 | $5.7B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $105.8M | ||
| Q3 25 | $594.3M | $99.5M | ||
| Q2 25 | $529.9M | $103.9M | ||
| Q1 25 | $499.2M | $128.0M | ||
| Q4 24 | $359.4M | $144.0M | ||
| Q3 24 | $376.0M | $157.1M | ||
| Q2 24 | $309.3M | $190.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.6B | $2.8B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.8B | $2.8B | ||
| Q3 24 | $1.9B | $2.8B | ||
| Q2 24 | $1.9B | $2.9B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $-1.2B | ||
| Q3 25 | $2.7B | $-1.2B | ||
| Q2 25 | $2.6B | $-1.1B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.0B | ||
| Q3 24 | $2.4B | $-949.7M | ||
| Q2 24 | $2.4B | $-756.2M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $2.8B | ||
| Q3 25 | $5.0B | $2.8B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $4.8B | $3.0B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $5.1B | $3.1B | ||
| Q2 24 | $5.0B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $-74.2M | $56.0M |
| 自由现金流率自由现金流/营收 | -8.8% | 8.2% |
| 资本支出强度资本支出/营收 | 3.0% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | — | $59.7M | ||
| Q3 25 | $100.1M | $70.7M | ||
| Q2 25 | — | $8.4M | ||
| Q1 25 | $26.0M | $12.6M | ||
| Q4 24 | — | $54.3M | ||
| Q3 24 | $98.5M | $51.8M | ||
| Q2 24 | — | $24.1M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | $83.6M | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | $15.0M | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | $85.9M | $27.3M | ||
| Q2 24 | — | $-14.5M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | 12.7% | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | 13.3% | 4.0% | ||
| Q2 24 | — | -2.1% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 0.5% | ||
| Q3 25 | 2.5% | 4.2% | ||
| Q2 25 | 2.8% | 3.1% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 3.6% | 2.9% | ||
| Q3 24 | 2.0% | 3.6% | ||
| Q2 24 | 2.4% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.44× | — | ||
| Q2 24 | — | 0.96× |
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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
