vs
Fat Brands, Inc（FAT）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Fat Brands, Inc的1.6倍（$217.4M vs $140.0M），Rapid7, Inc.净利率更高（1.4% vs -41.6%，领先43.0%），Rapid7, Inc.同比增速更快（0.5% vs -2.3%），Rapid7, Inc.自由现金流更多（$36.4M vs $-16.9M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% vs -6.1%）
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
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。
FAT vs RPD — 直观对比
营收规模更大
RPD
是对方的1.6倍
$140.0M
营收增速更快
RPD
高出2.9%
-2.3%
净利率更高
RPD
高出43.0%
-41.6%
自由现金流更多
RPD
多$53.3M
$-16.9M
两年增速更快
RPD
近两年复合增速
-6.1%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.0M | $217.4M |
| 净利润 | $-58.2M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | -12.4% | 1.0% |
| 净利率 | -41.6% | 1.4% |
| 营收同比 | -2.3% | 0.5% |
| 净利润同比 | -30.1% | 44.1% |
| 每股收益（稀释后） | $-3.39 | $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FATRPD
| Q4 25 | — | $217.4M | ||
| Q3 25 | $140.0M | $218.0M | ||
| Q2 25 | $146.8M | $214.2M | ||
| Q1 25 | $142.0M | $210.3M | ||
| Q4 24 | $145.3M | $216.3M | ||
| Q3 24 | $143.4M | $214.7M | ||
| Q2 24 | $152.0M | $208.0M | ||
| Q1 24 | $152.0M | $205.1M |
净利润FATRPD
| Q4 25 | — | $3.1M | ||
| Q3 25 | $-58.2M | $9.8M | ||
| Q2 25 | $-54.2M | $8.3M | ||
| Q1 25 | $-46.0M | $2.1M | ||
| Q4 24 | $-67.4M | $2.2M | ||
| Q3 24 | $-44.8M | $15.4M | ||
| Q2 24 | $-39.4M | $6.5M | ||
| Q1 24 | $-38.3M | $1.4M |
毛利率FATRPD
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% | ||
| Q1 24 | — | 70.3% |
营业利润率FATRPD
| Q4 25 | — | 1.0% | ||
| Q3 25 | -12.4% | 2.7% | ||
| Q2 25 | -10.6% | 1.6% | ||
| Q1 25 | -6.0% | -0.0% | ||
| Q4 24 | -27.1% | 3.4% | ||
| Q3 24 | -6.2% | 6.0% | ||
| Q2 24 | -1.8% | 2.5% | ||
| Q1 24 | -0.9% | 4.7% |
净利率FATRPD
| Q4 25 | — | 1.4% | ||
| Q3 25 | -41.6% | 4.5% | ||
| Q2 25 | -36.9% | 3.9% | ||
| Q1 25 | -32.4% | 1.0% | ||
| Q4 24 | -46.4% | 1.0% | ||
| Q3 24 | -31.2% | 7.2% | ||
| Q2 24 | -25.9% | 3.1% | ||
| Q1 24 | -25.2% | 0.7% |
每股收益（稀释后）FATRPD
| Q4 25 | — | $0.05 | ||
| Q3 25 | $-3.39 | $0.15 | ||
| Q2 25 | $-3.17 | $0.13 | ||
| Q1 25 | $-2.73 | $0.03 | ||
| Q4 24 | $-4.06 | $0.08 | ||
| Q3 24 | $-2.74 | $0.21 | ||
| Q2 24 | $-2.43 | $0.09 | ||
| Q1 24 | $-2.37 | $0.02 |
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 | — | $474.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-585.8M | $154.7M |
| 总资产 | $1.2B | $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FATRPD
| Q4 25 | — | $474.7M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $511.7M | ||
| Q1 25 | — | $493.5M | ||
| Q4 24 | — | $521.7M | ||
| Q3 24 | — | $443.7M | ||
| Q2 24 | — | $442.6M | ||
| Q1 24 | — | $411.7M |
总债务FATRPD
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益FATRPD
| Q4 25 | — | $154.7M | ||
| Q3 25 | $-585.8M | $127.2M | ||
| Q2 25 | $-536.5M | $90.4M | ||
| Q1 25 | $-493.9M | $52.7M | ||
| Q4 24 | $-455.7M | $17.7M | ||
| Q3 24 | $-386.1M | $-5.1M | ||
| Q2 24 | $-338.6M | $-52.6M | ||
| Q1 24 | $-296.8M | $-86.4M |
总资产FATRPD
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.5B |
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 | $-14.5M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-16.9M | $36.4M |
| 自由现金流率自由现金流/营收 | -12.1% | 16.8% |
| 资本支出强度资本支出/营收 | 1.7% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $-75.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流FATRPD
| Q4 25 | — | $37.6M | ||
| Q3 25 | $-14.5M | $39.0M | ||
| Q2 25 | $-26.9M | $47.5M | ||
| Q1 25 | $-13.2M | $29.8M | ||
| Q4 24 | $-10.4M | $63.8M | ||
| Q3 24 | $-3.2M | $44.0M | ||
| Q2 24 | $-14.2M | $32.9M | ||
| Q1 24 | $-28.4M | $31.1M |
自由现金流FATRPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | $-16.9M | $34.8M | ||
| Q2 25 | $-29.3M | $46.6M | ||
| Q1 25 | $-17.8M | $28.4M | ||
| Q4 24 | $-11.0M | $62.6M | ||
| Q3 24 | $-11.1M | $42.6M | ||
| Q2 24 | $-24.4M | $32.6M | ||
| Q1 24 | $-32.5M | $30.4M |
自由现金流率FATRPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | -12.1% | 16.0% | ||
| Q2 25 | -20.0% | 21.8% | ||
| Q1 25 | -12.5% | 13.5% | ||
| Q4 24 | -7.6% | 28.9% | ||
| Q3 24 | -7.7% | 19.9% | ||
| Q2 24 | -16.1% | 15.7% | ||
| Q1 24 | -21.4% | 14.8% |
资本支出强度FATRPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.7% | 1.9% | ||
| Q2 25 | 1.6% | 0.4% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 0.4% | 0.5% | ||
| Q3 24 | 5.5% | 0.6% | ||
| Q2 24 | 6.7% | 0.1% | ||
| Q1 24 | 2.7% | 0.3% |
现金转化率FATRPD
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
