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FIGS, Inc.（FIGS）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FIGS, Inc.的1.1倍（$217.4M vs $201.9M），FIGS, Inc.净利率更高（9.2% vs 1.4%，领先7.7%），FIGS, Inc.同比增速更快（33.0% vs 0.5%），FIGS, Inc.自由现金流更多（$58.1M vs $36.4M），过去两年FIGS, Inc.的营收复合增速更高（30.1% vs 3.0%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
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。
FIGS vs RPD — 直观对比
营收规模更大
RPD
是对方的1.1倍
$201.9M
营收增速更快
FIGS
高出32.5%
0.5%
净利率更高
FIGS
高出7.7%
1.4%
自由现金流更多
FIGS
多$21.6M
$36.4M
两年增速更快
FIGS
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $217.4M |
| 净利润 | $18.5M | $3.1M |
| 毛利率 | 62.9% | 68.9% |
| 营业利润率 | 9.3% | 1.0% |
| 净利率 | 9.2% | 1.4% |
| 营收同比 | 33.0% | 0.5% |
| 净利润同比 | 881.8% | 44.1% |
| 每股收益（稀释后） | $0.10 | $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FIGSRPD
| Q4 25 | $201.9M | $217.4M | ||
| Q3 25 | $151.7M | $218.0M | ||
| Q2 25 | $152.6M | $214.2M | ||
| Q1 25 | $124.9M | $210.3M | ||
| Q4 24 | $151.8M | $216.3M | ||
| Q3 24 | $140.2M | $214.7M | ||
| Q2 24 | $144.2M | $208.0M | ||
| Q1 24 | $119.3M | $205.1M |
净利润FIGSRPD
| Q4 25 | $18.5M | $3.1M | ||
| Q3 25 | $8.7M | $9.8M | ||
| Q2 25 | $7.1M | $8.3M | ||
| Q1 25 | $-102.0K | $2.1M | ||
| Q4 24 | $1.9M | $2.2M | ||
| Q3 24 | $-1.7M | $15.4M | ||
| Q2 24 | $1.1M | $6.5M | ||
| Q1 24 | $1.4M | $1.4M |
毛利率FIGSRPD
| Q4 25 | 62.9% | 68.9% | ||
| Q3 25 | 69.9% | 70.2% | ||
| Q2 25 | 67.0% | 70.6% | ||
| Q1 25 | 67.6% | 71.7% | ||
| Q4 24 | 67.3% | 69.5% | ||
| Q3 24 | 67.1% | 70.6% | ||
| Q2 24 | 67.4% | 70.7% | ||
| Q1 24 | 68.9% | 70.3% |
营业利润率FIGSRPD
| Q4 25 | 9.3% | 1.0% | ||
| Q3 25 | 6.4% | 2.7% | ||
| Q2 25 | 6.5% | 1.6% | ||
| Q1 25 | -0.2% | -0.0% | ||
| Q4 24 | 5.9% | 3.4% | ||
| Q3 24 | -6.2% | 6.0% | ||
| Q2 24 | 1.1% | 2.5% | ||
| Q1 24 | 0.4% | 4.7% |
净利率FIGSRPD
| Q4 25 | 9.2% | 1.4% | ||
| Q3 25 | 5.8% | 4.5% | ||
| Q2 25 | 4.7% | 3.9% | ||
| Q1 25 | -0.1% | 1.0% | ||
| Q4 24 | 1.2% | 1.0% | ||
| Q3 24 | -1.2% | 7.2% | ||
| Q2 24 | 0.8% | 3.1% | ||
| Q1 24 | 1.2% | 0.7% |
每股收益（稀释后）FIGSRPD
| Q4 25 | $0.10 | $0.05 | ||
| Q3 25 | $0.05 | $0.15 | ||
| Q2 25 | $0.04 | $0.13 | ||
| Q1 25 | $0.00 | $0.03 | ||
| Q4 24 | $0.01 | $0.08 | ||
| Q3 24 | $-0.01 | $0.21 | ||
| Q2 24 | $0.01 | $0.09 | ||
| Q1 24 | $0.01 | $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 | $82.0M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $437.5M | $154.7M |
| 总资产 | $580.0M | $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FIGSRPD
| Q4 25 | $82.0M | $474.7M | ||
| Q3 25 | $46.5M | $407.1M | ||
| Q2 25 | $50.8M | $511.7M | ||
| Q1 25 | $90.0M | $493.5M | ||
| Q4 24 | $85.6M | $521.7M | ||
| Q3 24 | $124.1M | $443.7M | ||
| Q2 24 | $131.8M | $442.6M | ||
| Q1 24 | $155.3M | $411.7M |
股东权益FIGSRPD
| Q4 25 | $437.5M | $154.7M | ||
| Q3 25 | $413.3M | $127.2M | ||
| Q2 25 | $396.5M | $90.4M | ||
| Q1 25 | $381.5M | $52.7M | ||
| Q4 24 | $377.1M | $17.7M | ||
| Q3 24 | $403.5M | $-5.1M | ||
| Q2 24 | $401.7M | $-52.6M | ||
| Q1 24 | $389.9M | $-86.4M |
总资产FIGSRPD
| Q4 25 | $580.0M | $1.7B | ||
| Q3 25 | $544.7M | $1.7B | ||
| Q2 25 | $517.1M | $1.6B | ||
| Q1 25 | $522.3M | $1.6B | ||
| Q4 24 | $509.8M | $1.7B | ||
| Q3 24 | $542.5M | $1.6B | ||
| Q2 24 | $526.0M | $1.5B | ||
| Q1 24 | $510.9M | $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 | $60.9M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $36.4M |
| 自由现金流率自由现金流/营收 | 28.8% | 16.8% |
| 资本支出强度资本支出/营收 | 1.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 3.29× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $53.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流FIGSRPD
| Q4 25 | $60.9M | $37.6M | ||
| Q3 25 | $3.4M | $39.0M | ||
| Q2 25 | $-12.4M | $47.5M | ||
| Q1 25 | $9.2M | $29.8M | ||
| Q4 24 | $30.4M | $63.8M | ||
| Q3 24 | $22.6M | $44.0M | ||
| Q2 24 | $16.5M | $32.9M | ||
| Q1 24 | $11.6M | $31.1M |
自由现金流FIGSRPD
| Q4 25 | $58.1M | $36.4M | ||
| Q3 25 | $531.0K | $34.8M | ||
| Q2 25 | $-13.5M | $46.6M | ||
| Q1 25 | $7.9M | $28.4M | ||
| Q4 24 | $27.1M | $62.6M | ||
| Q3 24 | $18.4M | $42.6M | ||
| Q2 24 | $7.5M | $32.6M | ||
| Q1 24 | $11.1M | $30.4M |
自由现金流率FIGSRPD
| Q4 25 | 28.8% | 16.8% | ||
| Q3 25 | 0.4% | 16.0% | ||
| Q2 25 | -8.9% | 21.8% | ||
| Q1 25 | 6.3% | 13.5% | ||
| Q4 24 | 17.8% | 28.9% | ||
| Q3 24 | 13.1% | 19.9% | ||
| Q2 24 | 5.2% | 15.7% | ||
| Q1 24 | 9.3% | 14.8% |
资本支出强度FIGSRPD
| Q4 25 | 1.4% | 0.5% | ||
| Q3 25 | 1.9% | 1.9% | ||
| Q2 25 | 0.7% | 0.4% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 2.2% | 0.5% | ||
| Q3 24 | 3.0% | 0.6% | ||
| Q2 24 | 6.2% | 0.1% | ||
| Q1 24 | 0.4% | 0.3% |
现金转化率FIGSRPD
| Q4 25 | 3.29× | 12.01× | ||
| Q3 25 | 0.39× | 3.97× | ||
| Q2 25 | -1.75× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | 16.14× | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | 15.04× | 5.03× | ||
| Q1 24 | 8.10× | 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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
