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Gogo Inc.(GOGO)与RESOURCES CONNECTION, INC.(RGP)财务数据对比。点击上方公司名可切换其他公司
Gogo Inc.的季度营收约是RESOURCES CONNECTION, INC.的2.0倍($230.6M vs $117.7M),Gogo Inc.净利率更高(-4.3% vs -10.8%,领先6.4%),Gogo Inc.同比增速更快(67.3% vs -19.2%),RESOURCES CONNECTION, INC.自由现金流更多($15.6M vs $-25.4M),过去两年Gogo Inc.的营收复合增速更高(48.7% vs -11.8%)
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商,总部位于科罗拉多州布鲁姆菲尔德。截至目前,已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务,2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
GOGO vs RGP — 直观对比
营收规模更大
GOGO
是对方的2.0倍
$117.7M
营收增速更快
GOGO
高出86.5%
-19.2%
净利率更高
GOGO
高出6.4%
-10.8%
自由现金流更多
RGP
多$41.0M
$-25.4M
两年增速更快
GOGO
近两年复合增速
-11.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $230.6M | $117.7M |
| 净利润 | $-10.0M | $-12.7M |
| 毛利率 | — | 37.1% |
| 营业利润率 | 6.2% | -10.3% |
| 净利率 | -4.3% | -10.8% |
| 营收同比 | 67.3% | -19.2% |
| 净利润同比 | 64.6% | 81.6% |
| 每股收益(稀释后) | $-0.08 | $-0.38 |
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
GOGO
RGP
| Q4 25 | $230.6M | $117.7M | ||
| Q3 25 | $223.6M | $120.2M | ||
| Q2 25 | $226.0M | $139.3M | ||
| Q1 25 | $230.3M | $129.4M | ||
| Q4 24 | $137.8M | $145.6M | ||
| Q3 24 | $100.5M | $136.9M | ||
| Q2 24 | $102.1M | $148.2M | ||
| Q1 24 | $104.3M | $151.3M |
净利润
GOGO
RGP
| Q4 25 | $-10.0M | $-12.7M | ||
| Q3 25 | $-1.9M | $-2.4M | ||
| Q2 25 | $12.8M | $-73.3M | ||
| Q1 25 | $12.0M | $-44.1M | ||
| Q4 24 | $-28.2M | $-68.7M | ||
| Q3 24 | $10.6M | $-5.7M | ||
| Q2 24 | $839.0K | $10.5M | ||
| Q1 24 | $30.5M | $2.5M |
毛利率
GOGO
RGP
| Q4 25 | — | 37.1% | ||
| Q3 25 | — | 39.5% | ||
| Q2 25 | 87.8% | 40.2% | ||
| Q1 25 | 87.3% | 35.1% | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | — | 37.0% |
营业利润率
GOGO
RGP
| Q4 25 | 6.2% | -10.3% | ||
| Q3 25 | 12.9% | -1.7% | ||
| Q2 25 | 15.9% | -47.0% | ||
| Q1 25 | 15.3% | -38.4% | ||
| Q4 24 | -17.5% | -52.7% | ||
| Q3 24 | 19.0% | -3.5% | ||
| Q2 24 | 21.2% | 7.6% | ||
| Q1 24 | 33.2% | 2.8% |
净利率
GOGO
RGP
| Q4 25 | -4.3% | -10.8% | ||
| Q3 25 | -0.9% | -2.0% | ||
| Q2 25 | 5.7% | -52.6% | ||
| Q1 25 | 5.2% | -34.0% | ||
| Q4 24 | -20.5% | -47.2% | ||
| Q3 24 | 10.6% | -4.2% | ||
| Q2 24 | 0.8% | 7.1% | ||
| Q1 24 | 29.2% | 1.7% |
每股收益(稀释后)
GOGO
RGP
| Q4 25 | $-0.08 | $-0.38 | ||
| Q3 25 | $-0.01 | $-0.07 | ||
| Q2 25 | $0.09 | $-2.21 | ||
| Q1 25 | $0.09 | $-1.34 | ||
| Q4 24 | $-0.22 | $-2.08 | ||
| Q3 24 | $0.08 | $-0.17 | ||
| Q2 24 | $0.01 | $0.31 | ||
| Q1 24 | $0.23 | $0.08 |
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 | $125.2M | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $194.6M |
| 总资产 | $1.3B | $289.3M |
| 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
GOGO
RGP
| Q4 25 | $125.2M | $89.8M | ||
| Q3 25 | $133.6M | $77.5M | ||
| Q2 25 | $102.1M | $86.1M | ||
| Q1 25 | $70.3M | $72.5M | ||
| Q4 24 | $41.8M | $78.2M | ||
| Q3 24 | $176.7M | $89.6M | ||
| Q2 24 | $161.6M | $108.9M | ||
| Q1 24 | $152.8M | $113.8M |
股东权益
GOGO
RGP
| Q4 25 | $101.1M | $194.6M | ||
| Q3 25 | $107.0M | $206.4M | ||
| Q2 25 | $102.8M | $207.1M | ||
| Q1 25 | $82.9M | $277.8M | ||
| Q4 24 | $69.3M | $325.7M | ||
| Q3 24 | $52.7M | $407.2M | ||
| Q2 24 | $52.0M | $418.8M | ||
| Q1 24 | $62.4M | $414.9M |
总资产
GOGO
RGP
| Q4 25 | $1.3B | $289.3M | ||
| Q3 25 | $1.3B | $287.2M | ||
| Q2 25 | $1.3B | $304.7M | ||
| Q1 25 | $1.2B | $375.6M | ||
| Q4 24 | $1.2B | $424.9M | ||
| Q3 24 | $810.7M | $512.9M | ||
| Q2 24 | $802.7M | $510.9M | ||
| Q1 24 | $809.0M | $523.2M |
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 | $8.5M | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $15.6M |
| 自由现金流率自由现金流/营收 | -11.0% | 13.2% |
| 资本支出强度资本支出/营收 | 14.7% | 0.3% |
| 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 | $65.1M | $24.3M |
8季度趋势,按日历期对齐
经营现金流
GOGO
RGP
| Q4 25 | $8.5M | $15.9M | ||
| Q3 25 | $46.8M | $-7.8M | ||
| Q2 25 | $36.7M | $16.8M | ||
| Q1 25 | $32.5M | $659.0K | ||
| Q4 24 | $-38.3M | $1.8M | ||
| Q3 24 | $25.1M | $-309.0K | ||
| Q2 24 | $24.9M | $3.2M | ||
| Q1 24 | $29.7M | $20.5M |
自由现金流
GOGO
RGP
| Q4 25 | $-25.4M | $15.6M | ||
| Q3 25 | $27.3M | $-8.0M | ||
| Q2 25 | $33.5M | $16.5M | ||
| Q1 25 | $29.7M | $238.0K | ||
| Q4 24 | $-42.6M | $61.0K | ||
| Q3 24 | $20.7M | $-575.0K | ||
| Q2 24 | $21.6M | $3.0M | ||
| Q1 24 | $28.2M | $20.4M |
自由现金流率
GOGO
RGP
| Q4 25 | -11.0% | 13.2% | ||
| Q3 25 | 12.2% | -6.6% | ||
| Q2 25 | 14.8% | 11.8% | ||
| Q1 25 | 12.9% | 0.2% | ||
| Q4 24 | -30.9% | 0.0% | ||
| Q3 24 | 20.6% | -0.4% | ||
| Q2 24 | 21.1% | 2.1% | ||
| Q1 24 | 27.0% | 13.5% |
资本支出强度
GOGO
RGP
| Q4 25 | 14.7% | 0.3% | ||
| Q3 25 | 8.7% | 0.1% | ||
| Q2 25 | 1.4% | 0.2% | ||
| Q1 25 | 1.2% | 0.3% | ||
| Q4 24 | 3.1% | 1.2% | ||
| Q3 24 | 4.4% | 0.2% | ||
| Q2 24 | 3.3% | 0.1% | ||
| Q1 24 | 1.4% | 0.1% |
现金转化率
GOGO
RGP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | 0.30× | ||
| Q1 24 | 0.97× | 8.04× |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |