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因塞特(INCY)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
因塞特的季度营收约是Rackspace Technology, Inc.的1.9倍($1.3B vs $682.8M),因塞特净利率更高(23.8% vs -4.8%,领先28.6%),因塞特同比增速更快(20.9% vs -0.4%),过去两年因塞特的营收复合增速更高(10.4% vs -0.6%)
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业,目前在北美、欧洲及亚洲多地设有生产基地与研发中心,专注于创新药物的研发、生产及商业化,为全球患者提供优质的治疗选择。
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。
INCY vs RXT — 直观对比
营收规模更大
INCY
是对方的1.9倍
$682.8M
营收增速更快
INCY
高出21.3%
-0.4%
净利率更高
INCY
高出28.6%
-4.8%
两年增速更快
INCY
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $682.8M |
| 净利润 | $303.3M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 23.7% | -0.5% |
| 净利率 | 23.8% | -4.8% |
| 营收同比 | 20.9% | -0.4% |
| 净利润同比 | 91.7% | 41.6% |
| 每股收益(稀释后) | $1.47 | $-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
INCY
RXT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $682.8M | ||
| Q3 25 | $1.4B | $671.2M | ||
| Q2 25 | $1.2B | $666.3M | ||
| Q1 25 | $1.1B | $665.4M | ||
| Q4 24 | $1.2B | $685.6M | ||
| Q3 24 | $1.1B | $675.8M | ||
| Q2 24 | $1.0B | $684.9M |
净利润
INCY
RXT
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $-32.7M | ||
| Q3 25 | $424.2M | $-67.1M | ||
| Q2 25 | $405.0M | $-54.5M | ||
| Q1 25 | $158.2M | $-71.5M | ||
| Q4 24 | $201.2M | $-56.0M | ||
| Q3 24 | $106.5M | $-186.6M | ||
| Q2 24 | $-444.6M | $25.0M |
毛利率
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 17.6% | ||
| Q3 25 | 92.8% | 19.4% | ||
| Q2 25 | 93.5% | 19.4% | ||
| Q1 25 | 93.0% | 19.1% | ||
| Q4 24 | 92.5% | 19.2% | ||
| Q3 24 | 92.4% | 20.3% | ||
| Q2 24 | 92.7% | 19.2% |
营业利润率
INCY
RXT
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | -0.5% | ||
| Q3 25 | 32.5% | -5.1% | ||
| Q2 25 | 43.6% | -3.8% | ||
| Q1 25 | 19.5% | -5.8% | ||
| Q4 24 | 25.6% | -4.2% | ||
| Q3 24 | 12.8% | -25.7% | ||
| Q2 24 | -45.8% | -7.9% |
净利率
INCY
RXT
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | -4.8% | ||
| Q3 25 | 31.1% | -10.0% | ||
| Q2 25 | 33.3% | -8.2% | ||
| Q1 25 | 15.0% | -10.7% | ||
| Q4 24 | 17.1% | -8.2% | ||
| Q3 24 | 9.4% | -27.6% | ||
| Q2 24 | -42.6% | 3.7% |
每股收益(稀释后)
INCY
RXT
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $-0.13 | ||
| Q3 25 | $2.11 | $-0.28 | ||
| Q2 25 | $2.04 | $-0.23 | ||
| Q1 25 | $0.80 | $-0.31 | ||
| Q4 24 | $0.90 | $-0.20 | ||
| Q3 24 | $0.54 | $-0.82 | ||
| Q2 24 | $-2.04 | $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 | — | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $5.6B | $-1.2B |
| 总资产 | $7.3B | $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
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $105.8M | ||
| Q3 25 | $2.5B | $99.5M | ||
| Q2 25 | $2.0B | $103.9M | ||
| Q1 25 | $1.9B | $128.0M | ||
| Q4 24 | $1.7B | $144.0M | ||
| Q3 24 | $1.3B | $157.1M | ||
| Q2 24 | $987.3M | $190.2M |
总债务
INCY
RXT
| 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
INCY
RXT
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $-1.2B | ||
| Q3 25 | $4.7B | $-1.2B | ||
| Q2 25 | $4.2B | $-1.1B | ||
| Q1 25 | $3.7B | $-1.1B | ||
| Q4 24 | $3.4B | $-1.0B | ||
| Q3 24 | $3.2B | $-949.7M | ||
| Q2 24 | $3.0B | $-756.2M |
总资产
INCY
RXT
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $2.8B | ||
| Q3 25 | $6.3B | $2.8B | ||
| Q2 25 | $5.8B | $2.9B | ||
| Q1 25 | $5.7B | $3.0B | ||
| Q4 24 | $5.4B | $3.1B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.7B | $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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势,按日历期对齐
经营现金流
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $59.7M | ||
| Q3 25 | $559.4M | $70.7M | ||
| Q2 25 | $44.7M | $8.4M | ||
| Q1 25 | $266.1M | $12.6M | ||
| Q4 24 | $381.2M | $54.3M | ||
| Q3 24 | $310.9M | $51.8M | ||
| Q2 24 | $-575.6M | $24.1M |
自由现金流
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M |
自由现金流率
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% |
资本支出强度
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% |
现金转化率
INCY
RXT
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.89× | — | ||
| Q3 24 | 2.92× | — | ||
| 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
INCY
暂无分部数据
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |