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Fastly, Inc.（FSLY）与STURM RUGER & CO INC（RGR）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STURM RUGER & CO INC的1.1倍（$172.6M vs $151.1M），Fastly, Inc.同比增速更快（22.8% vs 3.6%），STURM RUGER & CO INC自由现金流更多（$12.3M vs $12.2M），过去两年Fastly, Inc.的营收复合增速更高（13.7% vs 5.1%）
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。
鲁格公司（Ruger）是总部位于美国康涅狄格州绍斯波特的枪械制造企业，除总部外，还在新罕布什尔州纽波特、北卡罗来纳州梅约丹以及亚利桑那州普雷斯科特设有生产工厂。公司由亚历山大·麦考密克·斯特姆与威廉·B·鲁格于1949年共同创立，自1969年起公开上市交易。
FSLY vs RGR — 直观对比
营收规模更大
FSLY
是对方的1.1倍
$151.1M
营收增速更快
FSLY
高出19.2%
3.6%
自由现金流更多
RGR
多$90.0K
$12.2M
两年增速更快
FSLY
近两年复合增速
5.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $151.1M |
| 净利润 | $-15.5M | — |
| 毛利率 | 61.4% | 17.8% |
| 营业利润率 | -8.7% | 2.3% |
| 净利率 | -9.0% | — |
| 营收同比 | 22.8% | 3.6% |
| 净利润同比 | 52.9% | — |
| 每股收益（稀释后） | $-0.10 | $0.22 |
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FSLYRGR
| Q4 25 | $172.6M | $151.1M | ||
| Q3 25 | $158.2M | $126.8M | ||
| Q2 25 | $148.7M | $132.5M | ||
| Q1 25 | $144.5M | $135.7M | ||
| Q4 24 | $140.6M | $145.8M | ||
| Q3 24 | $137.2M | $122.3M | ||
| Q2 24 | $132.4M | $130.8M | ||
| Q1 24 | $133.5M | $136.8M |
净利润FSLYRGR
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $1.6M | ||
| Q2 25 | $-37.5M | $-17.2M | ||
| Q1 25 | $-39.1M | $7.8M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $4.7M | ||
| Q2 24 | $-43.7M | $8.3M | ||
| Q1 24 | $-43.4M | $7.1M |
毛利率FSLYRGR
| Q4 25 | 61.4% | 17.8% | ||
| Q3 25 | 58.4% | 15.1% | ||
| Q2 25 | 54.5% | 3.9% | ||
| Q1 25 | 53.2% | 22.0% | ||
| Q4 24 | 53.4% | 22.8% | ||
| Q3 24 | 54.5% | 18.5% | ||
| Q2 24 | 55.1% | 22.3% | ||
| Q1 24 | 54.8% | 21.5% |
营业利润率FSLYRGR
| Q4 25 | -8.7% | 2.3% | ||
| Q3 25 | -18.2% | -2.7% | ||
| Q2 25 | -24.8% | -15.6% | ||
| Q1 25 | -26.4% | 6.2% | ||
| Q4 24 | -24.4% | 7.8% | ||
| Q3 24 | -29.6% | 3.1% | ||
| Q2 24 | -35.3% | 6.9% | ||
| Q1 24 | -34.6% | 5.5% |
净利率FSLYRGR
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | 1.2% | ||
| Q2 25 | -25.2% | -13.0% | ||
| Q1 25 | -27.1% | 5.7% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | 3.9% | ||
| Q2 24 | -33.0% | 6.3% | ||
| Q1 24 | -32.5% | 5.2% |
每股收益（稀释后）FSLYRGR
| Q4 25 | $-0.10 | $0.22 | ||
| Q3 25 | $-0.20 | $0.10 | ||
| Q2 25 | $-0.26 | $-1.05 | ||
| Q1 25 | $-0.27 | $0.46 | ||
| Q4 24 | $-0.23 | $0.62 | ||
| Q3 24 | $-0.27 | $0.28 | ||
| Q2 24 | $-0.32 | $0.47 | ||
| Q1 24 | $-0.32 | $0.40 |
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 | $92.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $283.8M |
| 总资产 | $1.5B | $342.0M |
| 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FSLYRGR
| Q4 25 | $361.8M | $92.5M | ||
| Q3 25 | $342.9M | $80.8M | ||
| Q2 25 | $321.2M | $101.4M | ||
| Q1 25 | $307.3M | $108.3M | ||
| Q4 24 | $295.9M | $105.5M | ||
| Q3 24 | $308.2M | $96.0M | ||
| Q2 24 | $311.8M | $105.6M | ||
| Q1 24 | $329.5M | $115.3M |
股东权益FSLYRGR
| Q4 25 | $929.6M | $283.8M | ||
| Q3 25 | $937.0M | $279.6M | ||
| Q2 25 | $942.6M | $289.3M | ||
| Q1 25 | $957.0M | $321.5M | ||
| Q4 24 | $965.3M | $319.6M | ||
| Q3 24 | $969.5M | $314.9M | ||
| Q2 24 | $981.2M | $321.5M | ||
| Q1 24 | $991.8M | $332.0M |
总资产FSLYRGR
| Q4 25 | $1.5B | $342.0M | ||
| Q3 25 | $1.5B | $342.3M | ||
| Q2 25 | $1.5B | $349.5M | ||
| Q1 25 | $1.4B | $379.0M | ||
| Q4 24 | $1.5B | $384.0M | ||
| Q3 24 | $1.5B | $373.5M | ||
| Q2 24 | $1.5B | $376.7M | ||
| Q1 24 | $1.5B | $385.0M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | $12.3M |
| 自由现金流率自由现金流/营收 | 7.1% | 8.2% |
| 资本支出强度资本支出/营收 | 5.9% | 2.1% |
| 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 | $65.8M | $38.5M |
8季度趋势，按日历期对齐
经营现金流FSLYRGR
| Q4 25 | $22.4M | $15.5M | ||
| Q3 25 | $28.9M | $12.9M | ||
| Q2 25 | $25.8M | $14.7M | ||
| Q1 25 | $17.3M | $11.1M | ||
| Q4 24 | $5.2M | $20.0M | ||
| Q3 24 | $5.0M | $9.4M | ||
| Q2 24 | $-4.9M | $18.7M | ||
| Q1 24 | $11.1M | $7.3M |
自由现金流FSLYRGR
| Q4 25 | $12.2M | $12.3M | ||
| Q3 25 | $22.9M | $7.0M | ||
| Q2 25 | $15.9M | $9.1M | ||
| Q1 25 | $14.7M | $10.0M | ||
| Q4 24 | $251.0K | $16.4M | ||
| Q3 24 | $3.0M | $2.6M | ||
| Q2 24 | $-6.7M | $10.1M | ||
| Q1 24 | $9.5M | $5.6M |
自由现金流率FSLYRGR
| Q4 25 | 7.1% | 8.2% | ||
| Q3 25 | 14.5% | 5.5% | ||
| Q2 25 | 10.7% | 6.9% | ||
| Q1 25 | 10.2% | 7.4% | ||
| Q4 24 | 0.2% | 11.2% | ||
| Q3 24 | 2.2% | 2.1% | ||
| Q2 24 | -5.1% | 7.7% | ||
| Q1 24 | 7.1% | 4.1% |
资本支出强度FSLYRGR
| Q4 25 | 5.9% | 2.1% | ||
| Q3 25 | 3.8% | 4.6% | ||
| Q2 25 | 6.6% | 4.2% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 3.5% | 2.5% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | 1.3% | 6.6% | ||
| Q1 24 | 1.2% | 1.3% |
现金转化率FSLYRGR
| Q4 25 | — | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
