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Fastly, Inc.（FSLY）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.2倍（$172.6M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs -9.0%，领先11.2%），Fastly, Inc.同比增速更快（22.8% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $12.2M），过去两年Fastly, Inc.的营收复合增速更高（13.7% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
FSLY vs RNGR — 直观对比
营收规模更大
FSLY
是对方的1.2倍
$142.2M
营收增速更快
FSLY
高出23.4%
-0.6%
净利率更高
RNGR
高出11.2%
-9.0%
自由现金流更多
RNGR
多$4.9M
$12.2M
两年增速更快
FSLY
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $142.2M |
| 净利润 | $-15.5M | $3.2M |
| 毛利率 | 61.4% | — |
| 营业利润率 | -8.7% | 2.3% |
| 净利率 | -9.0% | 2.3% |
| 营收同比 | 22.8% | -0.6% |
| 净利润同比 | 52.9% | -44.8% |
| 每股收益（稀释后） | $-0.10 | $0.14 |
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FSLYRNGR
| Q4 25 | $172.6M | $142.2M | ||
| Q3 25 | $158.2M | $128.9M | ||
| Q2 25 | $148.7M | $140.6M | ||
| Q1 25 | $144.5M | $135.2M | ||
| Q4 24 | $140.6M | $143.1M | ||
| Q3 24 | $137.2M | $153.0M | ||
| Q2 24 | $132.4M | $138.1M | ||
| Q1 24 | $133.5M | $136.9M |
净利润FSLYRNGR
| Q4 25 | $-15.5M | $3.2M | ||
| Q3 25 | $-29.5M | $1.2M | ||
| Q2 25 | $-37.5M | $7.3M | ||
| Q1 25 | $-39.1M | $600.0K | ||
| Q4 24 | $-32.9M | $5.8M | ||
| Q3 24 | $-38.0M | $8.7M | ||
| Q2 24 | $-43.7M | $4.7M | ||
| Q1 24 | $-43.4M | $-800.0K |
毛利率FSLYRNGR
| 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FSLYRNGR
| Q4 25 | -8.7% | 2.3% | ||
| Q3 25 | -18.2% | 2.0% | ||
| Q2 25 | -24.8% | 6.1% | ||
| Q1 25 | -26.4% | 0.7% | ||
| Q4 24 | -24.4% | 6.2% | ||
| Q3 24 | -29.6% | 8.4% | ||
| Q2 24 | -35.3% | 5.3% | ||
| Q1 24 | -34.6% | -0.4% |
净利率FSLYRNGR
| Q4 25 | -9.0% | 2.3% | ||
| Q3 25 | -18.6% | 0.9% | ||
| Q2 25 | -25.2% | 5.2% | ||
| Q1 25 | -27.1% | 0.4% | ||
| Q4 24 | -23.4% | 4.1% | ||
| Q3 24 | -27.7% | 5.7% | ||
| Q2 24 | -33.0% | 3.4% | ||
| Q1 24 | -32.5% | -0.6% |
每股收益（稀释后）FSLYRNGR
| Q4 25 | $-0.10 | $0.14 | ||
| Q3 25 | $-0.20 | $0.05 | ||
| Q2 25 | $-0.26 | $0.32 | ||
| Q1 25 | $-0.27 | $0.03 | ||
| Q4 24 | $-0.23 | $0.24 | ||
| Q3 24 | $-0.27 | $0.39 | ||
| Q2 24 | $-0.32 | $0.21 | ||
| Q1 24 | $-0.32 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $300.1M |
| 总资产 | $1.5B | $419.3M |
| 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FSLYRNGR
| Q4 25 | $361.8M | $10.3M | ||
| Q3 25 | $342.9M | $45.2M | ||
| Q2 25 | $321.2M | $48.9M | ||
| Q1 25 | $307.3M | $40.3M | ||
| Q4 24 | $295.9M | $40.9M | ||
| Q3 24 | $308.2M | $14.8M | ||
| Q2 24 | $311.8M | $8.7M | ||
| Q1 24 | $329.5M | $11.1M |
总债务FSLYRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益FSLYRNGR
| Q4 25 | $929.6M | $300.1M | ||
| Q3 25 | $937.0M | $270.0M | ||
| Q2 25 | $942.6M | $276.9M | ||
| Q1 25 | $957.0M | $272.6M | ||
| Q4 24 | $965.3M | $273.8M | ||
| Q3 24 | $969.5M | $267.6M | ||
| Q2 24 | $981.2M | $260.5M | ||
| Q1 24 | $991.8M | $261.7M |
总资产FSLYRNGR
| Q4 25 | $1.5B | $419.3M | ||
| Q3 25 | $1.5B | $372.8M | ||
| Q2 25 | $1.5B | $381.7M | ||
| Q1 25 | $1.4B | $376.5M | ||
| Q4 24 | $1.5B | $381.6M | ||
| Q3 24 | $1.5B | $373.9M | ||
| Q2 24 | $1.5B | $359.6M | ||
| Q1 24 | $1.5B | $355.5M |
负债/权益比FSLYRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | $17.1M |
| 自由现金流率自由现金流/营收 | 7.1% | 12.0% |
| 资本支出强度资本支出/营收 | 5.9% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $65.8M | $42.9M |
8季度趋势，按日历期对齐
经营现金流FSLYRNGR
| Q4 25 | $22.4M | $24.1M | ||
| Q3 25 | $28.9M | $13.6M | ||
| Q2 25 | $25.8M | $20.7M | ||
| Q1 25 | $17.3M | $10.6M | ||
| Q4 24 | $5.2M | $32.7M | ||
| Q3 24 | $5.0M | $17.7M | ||
| Q2 24 | $-4.9M | $22.1M | ||
| Q1 24 | $11.1M | $12.0M |
自由现金流FSLYRNGR
| Q4 25 | $12.2M | $17.1M | ||
| Q3 25 | $22.9M | $8.0M | ||
| Q2 25 | $15.9M | $14.4M | ||
| Q1 25 | $14.7M | $3.4M | ||
| Q4 24 | $251.0K | $27.3M | ||
| Q3 24 | $3.0M | $10.8M | ||
| Q2 24 | $-6.7M | $6.8M | ||
| Q1 24 | $9.5M | $5.5M |
自由现金流率FSLYRNGR
| Q4 25 | 7.1% | 12.0% | ||
| Q3 25 | 14.5% | 6.2% | ||
| Q2 25 | 10.7% | 10.2% | ||
| Q1 25 | 10.2% | 2.5% | ||
| Q4 24 | 0.2% | 19.1% | ||
| Q3 24 | 2.2% | 7.1% | ||
| Q2 24 | -5.1% | 4.9% | ||
| Q1 24 | 7.1% | 4.0% |
资本支出强度FSLYRNGR
| Q4 25 | 5.9% | 4.9% | ||
| Q3 25 | 3.8% | 4.3% | ||
| Q2 25 | 6.6% | 4.5% | ||
| Q1 25 | 1.8% | 5.3% | ||
| Q4 24 | 3.5% | 3.8% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 1.3% | 11.1% | ||
| Q1 24 | 1.2% | 4.7% |
现金转化率FSLYRNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| Q1 24 | — | — |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
