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ITRON, INC.（ITRI）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ITRON, INC.的1.2倍（$682.8M vs $587.0M），ITRON, INC.净利率更高（9.1% vs -4.8%，领先13.9%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -3.3%），ITRON, INC.自由现金流更多（$79.0M vs $56.0M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% vs -1.8%）
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业，总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件，同时还提供托管运营及咨询服务，可对能源和水资源的消耗情况进行计量与深度分析，助力相关领域的资源高效管理。
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。
ITRI vs RXT — 直观对比
营收规模更大
RXT
是对方的1.2倍
$587.0M
营收增速更快
RXT
高出2.9%
-3.3%
净利率更高
ITRI
高出13.9%
-4.8%
自由现金流更多
ITRI
多$23.0M
$56.0M
两年增速更快
RXT
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $587.0M | $682.8M |
| 净利润 | $53.6M | $-32.7M |
| 毛利率 | 40.3% | 17.6% |
| 营业利润率 | 11.5% | -0.5% |
| 净利率 | 9.1% | -4.8% |
| 营收同比 | -3.3% | -0.4% |
| 净利润同比 | -18.0% | 41.6% |
| 每股收益（稀释后） | $1.18 | $-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ITRIRXT
| Q1 26 | $587.0M | — | ||
| Q4 25 | $571.7M | $682.8M | ||
| Q3 25 | $581.6M | $671.2M | ||
| Q2 25 | $606.8M | $666.3M | ||
| Q1 25 | $607.2M | $665.4M | ||
| Q4 24 | $612.9M | $685.6M | ||
| Q3 24 | $615.5M | $675.8M | ||
| Q2 24 | $609.1M | $684.9M |
净利润ITRIRXT
| Q1 26 | $53.6M | — | ||
| Q4 25 | $101.6M | $-32.7M | ||
| Q3 25 | $65.6M | $-67.1M | ||
| Q2 25 | $68.3M | $-54.5M | ||
| Q1 25 | $65.5M | $-71.5M | ||
| Q4 24 | $58.1M | $-56.0M | ||
| Q3 24 | $78.0M | $-186.6M | ||
| Q2 24 | $51.3M | $25.0M |
毛利率ITRIRXT
| Q1 26 | 40.3% | — | ||
| Q4 25 | 40.5% | 17.6% | ||
| Q3 25 | 37.7% | 19.4% | ||
| Q2 25 | 36.9% | 19.4% | ||
| Q1 25 | 35.8% | 19.1% | ||
| Q4 24 | 34.9% | 19.2% | ||
| Q3 24 | 34.1% | 20.3% | ||
| Q2 24 | 34.6% | 19.2% |
营业利润率ITRIRXT
| Q1 26 | 11.5% | — | ||
| Q4 25 | 13.8% | -0.5% | ||
| Q3 25 | 14.1% | -5.1% | ||
| Q2 25 | 12.6% | -3.8% | ||
| Q1 25 | 12.6% | -5.8% | ||
| Q4 24 | 10.2% | -4.2% | ||
| Q3 24 | 12.0% | -25.7% | ||
| Q2 24 | 10.6% | -7.9% |
净利率ITRIRXT
| Q1 26 | 9.1% | — | ||
| Q4 25 | 17.8% | -4.8% | ||
| Q3 25 | 11.3% | -10.0% | ||
| Q2 25 | 11.3% | -8.2% | ||
| Q1 25 | 10.8% | -10.7% | ||
| Q4 24 | 9.5% | -8.2% | ||
| Q3 24 | 12.7% | -27.6% | ||
| Q2 24 | 8.4% | 3.7% |
每股收益（稀释后）ITRIRXT
| Q1 26 | $1.18 | — | ||
| Q4 25 | $2.20 | $-0.13 | ||
| Q3 25 | $1.41 | $-0.28 | ||
| Q2 25 | $1.47 | $-0.23 | ||
| Q1 25 | $1.42 | $-0.31 | ||
| Q4 24 | $1.26 | $-0.20 | ||
| Q3 24 | $1.70 | $-0.82 | ||
| Q2 24 | $1.10 | $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 | $712.9M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.6B | $-1.2B |
| 总资产 | $4.0B | $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ITRIRXT
| Q1 26 | $712.9M | — | ||
| Q4 25 | $1.0B | $105.8M | ||
| Q3 25 | $1.3B | $99.5M | ||
| Q2 25 | $1.2B | $103.9M | ||
| Q1 25 | $1.1B | $128.0M | ||
| Q4 24 | $1.1B | $144.0M | ||
| Q3 24 | $982.5M | $157.1M | ||
| Q2 24 | $920.6M | $190.2M |
总债务ITRIRXT
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.9B |
股东权益ITRIRXT
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $-1.2B | ||
| Q3 25 | $1.7B | $-1.2B | ||
| Q2 25 | $1.6B | $-1.1B | ||
| Q1 25 | $1.5B | $-1.1B | ||
| Q4 24 | $1.4B | $-1.0B | ||
| Q3 24 | $1.3B | $-949.7M | ||
| Q2 24 | $1.2B | $-756.2M |
总资产ITRIRXT
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $2.8B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.6B | $2.9B | ||
| Q1 25 | $3.5B | $3.0B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.3B | $3.4B |
负债/权益比ITRIRXT
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 1.02× | — |
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 | $85.5M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $79.0M | $56.0M |
| 自由现金流率自由现金流/营收 | 13.5% | 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 | 1.60× | — |
| 过去12个月自由现金流最近4个季度 | $394.6M | $90.6M |
8季度趋势，按日历期对齐
经营现金流ITRIRXT
| Q1 26 | $85.5M | — | ||
| Q4 25 | $119.3M | $59.7M | ||
| Q3 25 | $117.8M | $70.7M | ||
| Q2 25 | $96.7M | $8.4M | ||
| Q1 25 | $72.1M | $12.6M | ||
| Q4 24 | $79.8M | $54.3M | ||
| Q3 24 | $65.3M | $51.8M | ||
| Q2 24 | $51.7M | $24.1M |
自由现金流ITRIRXT
| Q1 26 | $79.0M | — | ||
| Q4 25 | $111.5M | $56.0M | ||
| Q3 25 | $113.4M | $42.7M | ||
| Q2 25 | $90.7M | $-12.4M | ||
| Q1 25 | $67.5M | $4.3M | ||
| Q4 24 | $70.2M | $34.4M | ||
| Q3 24 | $58.7M | $27.3M | ||
| Q2 24 | $44.6M | $-14.5M |
自由现金流率ITRIRXT
| Q1 26 | 13.5% | — | ||
| Q4 25 | 19.5% | 8.2% | ||
| Q3 25 | 19.5% | 6.4% | ||
| Q2 25 | 14.9% | -1.9% | ||
| Q1 25 | 11.1% | 0.6% | ||
| Q4 24 | 11.4% | 5.0% | ||
| Q3 24 | 9.5% | 4.0% | ||
| Q2 24 | 7.3% | -2.1% |
资本支出强度ITRIRXT
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.5% | ||
| Q3 25 | 0.8% | 4.2% | ||
| Q2 25 | 1.0% | 3.1% | ||
| Q1 25 | 0.8% | 1.2% | ||
| Q4 24 | 1.6% | 2.9% | ||
| Q3 24 | 1.1% | 3.6% | ||
| Q2 24 | 1.2% | 5.6% |
现金转化率ITRIRXT
| Q1 26 | 1.60× | — | ||
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 1.01× | 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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
