vs
null（JACK）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是Rapid7, Inc.的1.6倍（$349.5M vs $217.4M），Rapid7, Inc.净利率更高（1.4% vs -0.7%，领先2.1%），Rapid7, Inc.同比增速更快（0.5% vs -25.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $7.3M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
JACK vs RPD — 直观对比
营收规模更大
JACK
是对方的1.6倍
$217.4M
营收增速更快
RPD
高出26.1%
-25.5%
净利率更高
RPD
高出2.1%
-0.7%
自由现金流更多
RPD
多$29.1M
$7.3M
两年增速更快
RPD
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $217.4M |
| 净利润 | $-2.5M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 13.3% | 1.0% |
| 净利率 | -0.7% | 1.4% |
| 营收同比 | -25.5% | 0.5% |
| 净利润同比 | -107.3% | 44.1% |
| 每股收益（稀释后） | $-0.13 | $0.05 |
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JACKRPD
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $217.4M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | $336.7M | $214.2M | ||
| Q1 25 | $371.1M | $210.3M | ||
| Q4 24 | — | $216.3M | ||
| Q3 24 | — | $214.7M | ||
| Q2 24 | $365.3M | $208.0M |
净利润JACKRPD
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $3.1M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $-142.2M | $8.3M | ||
| Q1 25 | $33.7M | $2.1M | ||
| Q4 24 | — | $2.2M | ||
| Q3 24 | — | $15.4M | ||
| Q2 24 | $25.0M | $6.5M |
毛利率JACKRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率JACKRPD
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | -46.7% | 1.6% | ||
| Q1 25 | 19.0% | -0.0% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | 14.8% | 2.5% |
净利率JACKRPD
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | -42.2% | 3.9% | ||
| Q1 25 | 9.1% | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | 6.8% | 3.1% |
每股收益（稀释后）JACKRPD
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | $-7.47 | $0.13 | ||
| Q1 25 | $1.75 | $0.03 | ||
| Q4 24 | — | $0.08 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | $1.26 | $0.09 |
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 | — | $474.7M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $154.7M |
| 总资产 | $2.0B | $1.7B |
| 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JACKRPD
| Q1 26 | — | — | ||
| Q4 25 | — | $474.7M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $511.7M | ||
| Q1 25 | — | $493.5M | ||
| Q4 24 | — | $521.7M | ||
| Q3 24 | — | $443.7M | ||
| Q2 24 | — | $442.6M |
总债务JACKRPD
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKRPD
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $154.7M | ||
| Q3 25 | — | $127.2M | ||
| Q2 25 | $-976.2M | $90.4M | ||
| Q1 25 | $-827.1M | $52.7M | ||
| Q4 24 | — | $17.7M | ||
| Q3 24 | — | $-5.1M | ||
| Q2 24 | $-702.6M | $-52.6M |
总资产JACKRPD
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.8B | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $2.9B | $1.5B |
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 | $30.5M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $36.4M |
| 自由现金流率自由现金流/营收 | 2.1% | 16.8% |
| 资本支出强度资本支出/营收 | 6.6% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $34.8M | $146.2M |
8季度趋势，按日历期对齐
经营现金流JACKRPD
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $37.6M | ||
| Q3 25 | — | $39.0M | ||
| Q2 25 | $-36.8M | $47.5M | ||
| Q1 25 | $105.7M | $29.8M | ||
| Q4 24 | — | $63.8M | ||
| Q3 24 | — | $44.0M | ||
| Q2 24 | $16.7M | $32.9M |
自由现金流JACKRPD
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | $-63.2M | $46.6M | ||
| Q1 25 | $84.4M | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | $6.4M | $32.6M |
自由现金流率JACKRPD
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | -18.8% | 21.8% | ||
| Q1 25 | 22.7% | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | 1.8% | 15.7% |
资本支出强度JACKRPD
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 7.9% | 0.4% | ||
| Q1 25 | 5.7% | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 2.8% | 0.1% |
现金转化率JACKRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | 3.14× | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | 0.67× | 5.03× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
