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Fastly, Inc.（FSLY）与REPUBLIC BANCORP INC（RBCAA）财务数据对比。点击上方公司名可切换其他公司
Fastly, Inc.的季度营收约是REPUBLIC BANCORP INC的1.8倍（$172.6M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs -9.0%，领先33.2%），Fastly, Inc.同比增速更快（22.8% vs 5.3%），REPUBLIC BANCORP INC自由现金流更多（$161.1M vs $12.2M），过去两年Fastly, Inc.的营收复合增速更高（13.7% vs -11.5%）
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
FSLY vs RBCAA — 直观对比
营收规模更大
FSLY
是对方的1.8倍
$94.3M
营收增速更快
FSLY
高出17.5%
5.3%
净利率更高
RBCAA
高出33.2%
-9.0%
自由现金流更多
RBCAA
多$148.9M
$12.2M
两年增速更快
FSLY
近两年复合增速
-11.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $94.3M |
| 净利润 | $-15.5M | $22.8M |
| 毛利率 | 61.4% | — |
| 营业利润率 | -8.7% | 29.3% |
| 净利率 | -9.0% | 24.2% |
| 营收同比 | 22.8% | 5.3% |
| 净利润同比 | 52.9% | 20.0% |
| 每股收益（稀释后） | $-0.10 | — |
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FSLYRBCAA
| Q4 25 | $172.6M | $94.3M | ||
| Q3 25 | $158.2M | $93.5M | ||
| Q2 25 | $148.7M | $93.8M | ||
| Q1 25 | $144.5M | $135.8M | ||
| Q4 24 | $140.6M | $89.5M | ||
| Q3 24 | $137.2M | $88.1M | ||
| Q2 24 | $132.4M | $86.9M | ||
| Q1 24 | $133.5M | $120.3M |
净利润FSLYRBCAA
| Q4 25 | $-15.5M | $22.8M | ||
| Q3 25 | $-29.5M | $29.7M | ||
| Q2 25 | $-37.5M | $31.5M | ||
| Q1 25 | $-39.1M | $47.3M | ||
| Q4 24 | $-32.9M | $19.0M | ||
| Q3 24 | $-38.0M | $26.5M | ||
| Q2 24 | $-43.7M | $25.2M | ||
| Q1 24 | $-43.4M | $30.6M |
毛利率FSLYRBCAA
| Q4 25 | 61.4% | — | ||
| Q3 25 | 58.4% | — | ||
| Q2 25 | 54.5% | — | ||
| Q1 25 | 53.2% | — | ||
| Q4 24 | 53.4% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 55.1% | — | ||
| Q1 24 | 54.8% | — |
营业利润率FSLYRBCAA
| Q4 25 | -8.7% | 29.3% | ||
| Q3 25 | -18.2% | 40.4% | ||
| Q2 25 | -24.8% | 43.0% | ||
| Q1 25 | -26.4% | 44.1% | ||
| Q4 24 | -24.4% | 25.8% | ||
| Q3 24 | -29.6% | 38.4% | ||
| Q2 24 | -35.3% | 37.0% | ||
| Q1 24 | -34.6% | 32.2% |
净利率FSLYRBCAA
| Q4 25 | -9.0% | 24.2% | ||
| Q3 25 | -18.6% | 31.8% | ||
| Q2 25 | -25.2% | 33.5% | ||
| Q1 25 | -27.1% | 34.8% | ||
| Q4 24 | -23.4% | 21.2% | ||
| Q3 24 | -27.7% | 30.1% | ||
| Q2 24 | -33.0% | 29.0% | ||
| Q1 24 | -32.5% | 25.4% |
每股收益（稀释后）FSLYRBCAA
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.20 | — | ||
| Q2 25 | $-0.26 | — | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.27 | — | ||
| Q2 24 | $-0.32 | — | ||
| Q1 24 | $-0.32 | — |
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 | $361.8M | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $1.1B |
| 总资产 | $1.5B | $7.0B |
| 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FSLYRBCAA
| Q4 25 | $361.8M | $220.0M | ||
| Q3 25 | $342.9M | $484.2M | ||
| Q2 25 | $321.2M | $484.8M | ||
| Q1 25 | $307.3M | $793.0M | ||
| Q4 24 | $295.9M | $432.2M | ||
| Q3 24 | $308.2M | $530.9M | ||
| Q2 24 | $311.8M | $400.1M | ||
| Q1 24 | $329.5M | $546.4M |
股东权益FSLYRBCAA
| Q4 25 | $929.6M | $1.1B | ||
| Q3 25 | $937.0M | $1.1B | ||
| Q2 25 | $942.6M | $1.1B | ||
| Q1 25 | $957.0M | $1.0B | ||
| Q4 24 | $965.3M | $992.0M | ||
| Q3 24 | $969.5M | $979.7M | ||
| Q2 24 | $981.2M | $955.4M | ||
| Q1 24 | $991.8M | $935.6M |
总资产FSLYRBCAA
| Q4 25 | $1.5B | $7.0B | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.5B | $7.0B | ||
| Q1 25 | $1.4B | $7.1B | ||
| Q4 24 | $1.5B | $6.8B | ||
| Q3 24 | $1.5B | $6.7B | ||
| Q2 24 | $1.5B | $6.6B | ||
| Q1 24 | $1.5B | $6.9B |
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 | $22.4M | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | $161.1M |
| 自由现金流率自由现金流/营收 | 7.1% | 170.9% |
| 资本支出强度资本支出/营收 | 5.9% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $65.8M | $288.6M |
8季度趋势，按日历期对齐
经营现金流FSLYRBCAA
| Q4 25 | $22.4M | $168.2M | ||
| Q3 25 | $28.9M | $33.3M | ||
| Q2 25 | $25.8M | $8.4M | ||
| Q1 25 | $17.3M | $93.2M | ||
| Q4 24 | $5.2M | $149.0M | ||
| Q3 24 | $5.0M | $51.3M | ||
| Q2 24 | $-4.9M | $4.0M | ||
| Q1 24 | $11.1M | $71.2M |
自由现金流FSLYRBCAA
| Q4 25 | $12.2M | $161.1M | ||
| Q3 25 | $22.9M | $30.8M | ||
| Q2 25 | $15.9M | $5.2M | ||
| Q1 25 | $14.7M | $91.6M | ||
| Q4 24 | $251.0K | $143.2M | ||
| Q3 24 | $3.0M | $49.8M | ||
| Q2 24 | $-6.7M | $2.7M | ||
| Q1 24 | $9.5M | $69.1M |
自由现金流率FSLYRBCAA
| Q4 25 | 7.1% | 170.9% | ||
| Q3 25 | 14.5% | 32.9% | ||
| Q2 25 | 10.7% | 5.5% | ||
| Q1 25 | 10.2% | 67.4% | ||
| Q4 24 | 0.2% | 160.0% | ||
| Q3 24 | 2.2% | 56.5% | ||
| Q2 24 | -5.1% | 3.1% | ||
| Q1 24 | 7.1% | 57.5% |
资本支出强度FSLYRBCAA
| Q4 25 | 5.9% | 7.5% | ||
| Q3 25 | 3.8% | 2.6% | ||
| Q2 25 | 6.6% | 3.5% | ||
| Q1 25 | 1.8% | 1.2% | ||
| Q4 24 | 3.5% | 6.5% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.3% | 1.5% | ||
| Q1 24 | 1.2% | 1.7% |
现金转化率FSLYRBCAA
| Q4 25 | — | 7.37× | ||
| Q3 25 | — | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
RBCAA
暂无分部数据
