vs
因美纳（ILMN）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
因美纳的季度营收约是Rackspace Technology, Inc.的1.6倍（$1.1B vs $682.8M），因美纳净利率更高（12.3% vs -4.8%，领先17.1%），因美纳同比增速更快（4.8% vs -0.4%），因美纳自由现金流更多（$251.0M vs $56.0M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% vs -1.3%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
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。
ILMN vs RXT — 直观对比
营收规模更大
ILMN
是对方的1.6倍
$682.8M
营收增速更快
ILMN
高出5.2%
-0.4%
净利率更高
ILMN
高出17.1%
-4.8%
自由现金流更多
ILMN
多$195.0M
$56.0M
两年增速更快
RXT
近两年复合增速
-1.3%
损益表 — Q1 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $134.0M | $-32.7M |
| 毛利率 | 66.1% | 17.6% |
| 营业利润率 | 19.2% | -0.5% |
| 净利率 | 12.3% | -4.8% |
| 营收同比 | 4.8% | -0.4% |
| 净利润同比 | — | 41.6% |
| 每股收益（稀释后） | $0.87 | $-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
营收ILMNRXT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $682.8M | ||
| Q3 25 | — | $671.2M | ||
| Q2 25 | — | $666.3M | ||
| Q1 25 | — | $665.4M | ||
| Q4 24 | $1.1B | $685.6M | ||
| Q3 24 | $1.1B | $675.8M | ||
| Q2 24 | $1.1B | $684.9M |
净利润ILMNRXT
| Q1 26 | $134.0M | — | ||
| Q4 25 | $334.0M | $-32.7M | ||
| Q3 25 | — | $-67.1M | ||
| Q2 25 | — | $-54.5M | ||
| Q1 25 | — | $-71.5M | ||
| Q4 24 | $186.0M | $-56.0M | ||
| Q3 24 | $705.0M | $-186.6M | ||
| Q2 24 | $-2.0B | $25.0M |
毛利率ILMNRXT
| Q1 26 | 66.1% | — | ||
| Q4 25 | 65.5% | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | 65.9% | 19.2% | ||
| Q3 24 | 69.0% | 20.3% | ||
| Q2 24 | 64.8% | 19.2% |
营业利润率ILMNRXT
| Q1 26 | 19.2% | — | ||
| Q4 25 | 17.4% | -0.5% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | 15.8% | -4.2% | ||
| Q3 24 | 68.6% | -25.7% | ||
| Q2 24 | -147.2% | -7.9% |
净利率ILMNRXT
| Q1 26 | 12.3% | — | ||
| Q4 25 | 28.8% | -4.8% | ||
| Q3 25 | — | -10.0% | ||
| Q2 25 | — | -8.2% | ||
| Q1 25 | — | -10.7% | ||
| Q4 24 | 16.8% | -8.2% | ||
| Q3 24 | 65.3% | -27.6% | ||
| Q2 24 | -178.8% | 3.7% |
每股收益（稀释后）ILMNRXT
| Q1 26 | $0.87 | — | ||
| Q4 25 | $2.16 | $-0.13 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | — | $-0.23 | ||
| Q1 25 | — | $-0.31 | ||
| Q4 24 | $1.16 | $-0.20 | ||
| Q3 24 | $4.42 | $-0.82 | ||
| Q2 24 | $-12.48 | $0.11 |
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 | $1.2B | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $2.7B | $-1.2B |
| 总资产 | $6.6B | $2.8B |
| 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ILMNRXT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.6B | $105.8M | ||
| Q3 25 | — | $99.5M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | — | $128.0M | ||
| Q4 24 | $93.0M | $144.0M | ||
| Q3 24 | $70.0M | $157.1M | ||
| Q2 24 | $74.0M | $190.2M |
总债务ILMNRXT
| Q1 26 | — | — | ||
| 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 |
股东权益ILMNRXT
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $-1.2B | ||
| Q3 25 | — | $-1.2B | ||
| Q2 25 | — | $-1.1B | ||
| Q1 25 | — | $-1.1B | ||
| Q4 24 | $2.4B | $-1.0B | ||
| Q3 24 | $2.1B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M |
总资产ILMNRXT
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $2.8B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $6.3B | $3.1B | ||
| Q3 24 | $6.0B | $3.1B | ||
| Q2 24 | $6.1B | $3.4B |
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 | $289.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $251.0M | $56.0M |
| 自由现金流率自由现金流/营收 | 23.0% | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | $90.6M |
8季度趋势，按日历期对齐
经营现金流ILMNRXT
| Q1 26 | $289.0M | — | ||
| Q4 25 | $321.0M | $59.7M | ||
| Q3 25 | — | $70.7M | ||
| Q2 25 | — | $8.4M | ||
| Q1 25 | — | $12.6M | ||
| Q4 24 | $364.0M | $54.3M | ||
| Q3 24 | $316.0M | $51.8M | ||
| Q2 24 | $80.0M | $24.1M |
自由现金流ILMNRXT
| Q1 26 | $251.0M | — | ||
| Q4 25 | $267.0M | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | $335.0M | $34.4M | ||
| Q3 24 | $284.0M | $27.3M | ||
| Q2 24 | $49.0M | $-14.5M |
自由现金流率ILMNRXT
| Q1 26 | 23.0% | — | ||
| Q4 25 | 23.0% | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 30.3% | 5.0% | ||
| Q3 24 | 26.3% | 4.0% | ||
| Q2 24 | 4.4% | -2.1% |
资本支出强度ILMNRXT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 3.0% | 3.6% | ||
| Q2 24 | 2.8% | 5.6% |
现金转化率ILMNRXT
| Q1 26 | 2.16× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | — | 0.96× |
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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
