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Hims & Hers Health, Inc.(HIMS)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是Hims & Hers Health, Inc.的1.1倍($682.8M vs $617.8M),Hims & Hers Health, Inc.净利率更高(3.3% vs -4.8%,领先8.1%),Hims & Hers Health, Inc.同比增速更快(28.4% vs -0.4%),Rackspace Technology, Inc.自由现金流更多($56.0M vs $-2.5M),过去两年Hims & Hers Health, Inc.的营收复合增速更高(49.0% vs -0.6%)
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业,面向消费者提供处方药品、非处方药物以及各类个人护理产品,依托线上服务模式为用户打造便捷的健康消费渠道,覆盖日常医疗、个护等多场景需求。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
HIMS vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $617.8M | $682.8M |
| 净利润 | $20.6M | $-32.7M |
| 毛利率 | 71.9% | 17.6% |
| 营业利润率 | 1.5% | -0.5% |
| 净利率 | 3.3% | -4.8% |
| 营收同比 | 28.4% | -0.4% |
| 净利润同比 | -20.8% | 41.6% |
| 每股收益(稀释后) | $0.08 | $-0.13 |
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
| Q4 25 | $617.8M | $682.8M | ||
| Q3 25 | $599.0M | $671.2M | ||
| Q2 25 | $544.8M | $666.3M | ||
| Q1 25 | $586.0M | $665.4M | ||
| Q4 24 | $481.1M | $685.6M | ||
| Q3 24 | $401.6M | $675.8M | ||
| Q2 24 | $315.6M | $684.9M | ||
| Q1 24 | $278.2M | $690.8M |
| Q4 25 | $20.6M | $-32.7M | ||
| Q3 25 | $15.8M | $-67.1M | ||
| Q2 25 | $42.5M | $-54.5M | ||
| Q1 25 | $49.5M | $-71.5M | ||
| Q4 24 | $26.0M | $-56.0M | ||
| Q3 24 | $75.6M | $-186.6M | ||
| Q2 24 | $13.3M | $25.0M | ||
| Q1 24 | $11.1M | $-640.6M |
| Q4 25 | 71.9% | 17.6% | ||
| Q3 25 | 73.8% | 19.4% | ||
| Q2 25 | 76.4% | 19.4% | ||
| Q1 25 | 73.5% | 19.1% | ||
| Q4 24 | 76.8% | 19.2% | ||
| Q3 24 | 79.2% | 20.3% | ||
| Q2 24 | 81.3% | 19.2% | ||
| Q1 24 | 82.4% | 19.2% |
| Q4 25 | 1.5% | -0.5% | ||
| Q3 25 | 2.0% | -5.1% | ||
| Q2 25 | 4.9% | -3.8% | ||
| Q1 25 | 9.9% | -5.8% | ||
| Q4 24 | 3.9% | -4.2% | ||
| Q3 24 | 5.6% | -25.7% | ||
| Q2 24 | 3.5% | -7.9% | ||
| Q1 24 | 3.6% | -94.5% |
| Q4 25 | 3.3% | -4.8% | ||
| Q3 25 | 2.6% | -10.0% | ||
| Q2 25 | 7.8% | -8.2% | ||
| Q1 25 | 8.4% | -10.7% | ||
| Q4 24 | 5.4% | -8.2% | ||
| Q3 24 | 18.8% | -27.6% | ||
| Q2 24 | 4.2% | 3.7% | ||
| Q1 24 | 4.0% | -92.7% |
| Q4 25 | $0.08 | $-0.13 | ||
| Q3 25 | $0.06 | $-0.28 | ||
| Q2 25 | $0.17 | $-0.23 | ||
| Q1 25 | $0.20 | $-0.31 | ||
| Q4 24 | $0.10 | $-0.20 | ||
| Q3 24 | $0.32 | $-0.82 | ||
| Q2 24 | $0.06 | $0.11 | ||
| Q1 24 | $0.05 | $-2.91 |
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 | $228.6M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $540.9M | $-1.2B |
| 总资产 | $2.2B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $228.6M | $105.8M | ||
| Q3 25 | $345.8M | $99.5M | ||
| Q2 25 | $1.1B | $103.9M | ||
| Q1 25 | $273.7M | $128.0M | ||
| Q4 24 | $220.6M | $144.0M | ||
| Q3 24 | $165.5M | $157.1M | ||
| Q2 24 | $129.3M | $190.2M | ||
| Q1 24 | $105.2M | $282.6M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $540.9M | $-1.2B | ||
| Q3 25 | $581.0M | $-1.2B | ||
| Q2 25 | $562.7M | $-1.1B | ||
| Q1 25 | $549.3M | $-1.1B | ||
| Q4 24 | $476.7M | $-1.0B | ||
| Q3 24 | $440.1M | $-949.7M | ||
| Q2 24 | $362.0M | $-756.2M | ||
| Q1 24 | $344.5M | $-787.2M |
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.2B | $2.8B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $891.7M | $3.0B | ||
| Q4 24 | $707.5M | $3.1B | ||
| Q3 24 | $602.3M | $3.1B | ||
| Q2 24 | $480.5M | $3.4B | ||
| Q1 24 | $448.1M | $3.5B |
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 | $61.3M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $56.0M |
| 自由现金流率自由现金流/营收 | -0.4% | 8.2% |
| 资本支出强度资本支出/营收 | 10.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.98× | — |
| 过去12个月自由现金流最近4个季度 | $57.4M | $90.6M |
8季度趋势,按日历期对齐
| Q4 25 | $61.3M | $59.7M | ||
| Q3 25 | $148.7M | $70.7M | ||
| Q2 25 | $-19.1M | $8.4M | ||
| Q1 25 | $109.1M | $12.6M | ||
| Q4 24 | $86.4M | $54.3M | ||
| Q3 24 | $85.3M | $51.8M | ||
| Q2 24 | $53.6M | $24.1M | ||
| Q1 24 | $25.8M | $-90.3M |
| Q4 25 | $-2.5M | $56.0M | ||
| Q3 25 | $79.3M | $42.7M | ||
| Q2 25 | $-69.5M | $-12.4M | ||
| Q1 25 | $50.1M | $4.3M | ||
| Q4 24 | $59.5M | $34.4M | ||
| Q3 24 | $79.4M | $27.3M | ||
| Q2 24 | $47.6M | $-14.5M | ||
| Q1 24 | $11.8M | $-118.4M |
| Q4 25 | -0.4% | 8.2% | ||
| Q3 25 | 13.2% | 6.4% | ||
| Q2 25 | -12.8% | -1.9% | ||
| Q1 25 | 8.5% | 0.6% | ||
| Q4 24 | 12.4% | 5.0% | ||
| Q3 24 | 19.8% | 4.0% | ||
| Q2 24 | 15.1% | -2.1% | ||
| Q1 24 | 4.3% | -17.1% |
| Q4 25 | 10.3% | 0.5% | ||
| Q3 25 | 11.6% | 4.2% | ||
| Q2 25 | 9.3% | 3.1% | ||
| Q1 25 | 10.1% | 1.2% | ||
| Q4 24 | 5.6% | 2.9% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 1.9% | 5.6% | ||
| Q1 24 | 5.0% | 4.1% |
| Q4 25 | 2.98× | — | ||
| Q3 25 | 9.43× | — | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | 0.96× | ||
| Q1 24 | 2.32× | — |
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
HIMS
暂无分部数据
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |