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FRIEDMAN INDUSTRIES INC（FRD）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FRIEDMAN INDUSTRIES INC的1.3倍（$217.4M vs $168.0M），FRIEDMAN INDUSTRIES INC净利率更高（1.8% vs 1.4%，领先0.4%），FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $-6.3M），过去两年FRIEDMAN INDUSTRIES INC的营收复合增速更高（13.3% vs 3.0%）
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
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。
FRD vs RPD — 直观对比
营收规模更大
RPD
是对方的1.3倍
$168.0M
营收增速更快
FRD
高出78.0%
0.5%
净利率更高
FRD
高出0.4%
1.4%
自由现金流更多
RPD
多$42.8M
$-6.3M
两年增速更快
FRD
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $168.0M | $217.4M |
| 净利润 | $3.0M | $3.1M |
| 毛利率 | 2.3% | 68.9% |
| 营业利润率 | 2.3% | 1.0% |
| 净利率 | 1.8% | 1.4% |
| 营收同比 | 78.6% | 0.5% |
| 净利润同比 | 364.1% | 44.1% |
| 每股收益（稀释后） | $0.43 | $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FRDRPD
| Q4 25 | $168.0M | $217.4M | ||
| Q3 25 | $152.4M | $218.0M | ||
| Q2 25 | $134.8M | $214.2M | ||
| Q1 25 | — | $210.3M | ||
| Q4 24 | $94.1M | $216.3M | ||
| Q3 24 | $106.8M | $214.7M | ||
| Q2 24 | $114.6M | $208.0M | ||
| Q1 24 | — | $205.1M |
净利润FRDRPD
| Q4 25 | $3.0M | $3.1M | ||
| Q3 25 | $2.2M | $9.8M | ||
| Q2 25 | $5.0M | $8.3M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $-1.2M | $2.2M | ||
| Q3 24 | $-675.0K | $15.4M | ||
| Q2 24 | $2.6M | $6.5M | ||
| Q1 24 | — | $1.4M |
毛利率FRDRPD
| Q4 25 | 2.3% | 68.9% | ||
| Q3 25 | 1.9% | 70.2% | ||
| Q2 25 | 5.2% | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | -0.2% | 70.6% | ||
| Q2 24 | -1.2% | 70.7% | ||
| Q1 24 | — | 70.3% |
营业利润率FRDRPD
| Q4 25 | 2.3% | 1.0% | ||
| Q3 25 | 1.9% | 2.7% | ||
| Q2 25 | 5.2% | 1.6% | ||
| Q1 25 | — | -0.0% | ||
| Q4 24 | -1.3% | 3.4% | ||
| Q3 24 | -0.2% | 6.0% | ||
| Q2 24 | -1.2% | 2.5% | ||
| Q1 24 | — | 4.7% |
净利率FRDRPD
| Q4 25 | 1.8% | 1.4% | ||
| Q3 25 | 1.5% | 4.5% | ||
| Q2 25 | 3.7% | 3.9% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | -1.2% | 1.0% | ||
| Q3 24 | -0.6% | 7.2% | ||
| Q2 24 | 2.2% | 3.1% | ||
| Q1 24 | — | 0.7% |
每股收益（稀释后）FRDRPD
| Q4 25 | $0.43 | $0.05 | ||
| Q3 25 | $0.32 | $0.15 | ||
| Q2 25 | $0.71 | $0.13 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $-0.17 | $0.08 | ||
| Q3 24 | $-0.10 | $0.21 | ||
| Q2 24 | $0.37 | $0.09 | ||
| Q1 24 | — | $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 | $3.0M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $142.2M | $154.7M |
| 总资产 | $311.9M | $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FRDRPD
| Q4 25 | $3.0M | $474.7M | ||
| Q3 25 | $4.6M | $407.1M | ||
| Q2 25 | $2.1M | $511.7M | ||
| Q1 25 | — | $493.5M | ||
| Q4 24 | $1.1M | $521.7M | ||
| Q3 24 | $2.5M | $443.7M | ||
| Q2 24 | $4.1M | $442.6M | ||
| Q1 24 | — | $411.7M |
股东权益FRDRPD
| Q4 25 | $142.2M | $154.7M | ||
| Q3 25 | $139.3M | $127.2M | ||
| Q2 25 | $137.3M | $90.4M | ||
| Q1 25 | — | $52.7M | ||
| Q4 24 | $127.3M | $17.7M | ||
| Q3 24 | $128.8M | $-5.1M | ||
| Q2 24 | $129.7M | $-52.6M | ||
| Q1 24 | — | $-86.4M |
总资产FRDRPD
| Q4 25 | $311.9M | $1.7B | ||
| Q3 25 | $311.3M | $1.7B | ||
| Q2 25 | $219.1M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $210.3M | $1.7B | ||
| Q3 24 | $209.2M | $1.6B | ||
| Q2 24 | $222.8M | $1.5B | ||
| Q1 24 | — | $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 | $-4.7M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-6.3M | $36.4M |
| 自由现金流率自由现金流/营收 | -3.8% | 16.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 现金转化率经营现金流/净利润 | -1.56× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流FRDRPD
| Q4 25 | $-4.7M | $37.6M | ||
| Q3 25 | $434.0K | $39.0M | ||
| Q2 25 | $15.5M | $47.5M | ||
| Q1 25 | — | $29.8M | ||
| Q4 24 | — | $63.8M | ||
| Q3 24 | — | $44.0M | ||
| Q2 24 | $-6.1M | $32.9M | ||
| Q1 24 | — | $31.1M |
自由现金流FRDRPD
| Q4 25 | $-6.3M | $36.4M | ||
| Q3 25 | $-2.0M | $34.8M | ||
| Q2 25 | $13.7M | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | $-7.1M | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率FRDRPD
| Q4 25 | -3.8% | 16.8% | ||
| Q3 25 | -1.3% | 16.0% | ||
| Q2 25 | 10.2% | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | -6.2% | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度FRDRPD
| Q4 25 | 1.0% | 0.5% | ||
| Q3 25 | 1.6% | 1.9% | ||
| Q2 25 | 1.3% | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | — | 0.3% |
现金转化率FRDRPD
| Q4 25 | -1.56× | 12.01× | ||
| Q3 25 | 0.19× | 3.97× | ||
| Q2 25 | 3.08× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | -2.36× | 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
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
