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骏利亨德森集团（JHG）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
骏利亨德森集团的季度营收约是Rackspace Technology, Inc.的1.7倍（$1.1B vs $682.8M），骏利亨德森集团净利率更高（35.3% vs -4.8%，领先40.1%），骏利亨德森集团同比增速更快（61.3% vs -0.4%），骏利亨德森集团自由现金流更多（$320.4M vs $56.0M），过去两年骏利亨德森集团的营收复合增速更高（43.9% vs -0.6%）
骏利亨德森集团是英美联手设立的全球资产管理企业，总部位于英国伦敦金融城，旗下以「骏利亨德森投资者」为运营品牌，面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
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。
JHG vs RXT — 直观对比
营收规模更大
JHG
是对方的1.7倍
$682.8M
营收增速更快
JHG
高出61.7%
-0.4%
净利率更高
JHG
高出40.1%
-4.8%
自由现金流更多
JHG
多$264.4M
$56.0M
两年增速更快
JHG
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $403.2M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 42.7% | -0.5% |
| 净利率 | 35.3% | -4.8% |
| 营收同比 | 61.3% | -0.4% |
| 净利润同比 | 231.0% | 41.6% |
| 每股收益（稀释后） | $2.59 | $-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JHGRXT
| Q4 25 | $1.1B | $682.8M | ||
| Q3 25 | $700.4M | $671.2M | ||
| Q2 25 | $633.2M | $666.3M | ||
| Q1 25 | $621.4M | $665.4M | ||
| Q4 24 | $708.3M | $685.6M | ||
| Q3 24 | $624.8M | $675.8M | ||
| Q2 24 | $588.4M | $684.9M | ||
| Q1 24 | $551.7M | $690.8M |
净利润JHGRXT
| Q4 25 | $403.2M | $-32.7M | ||
| Q3 25 | $142.1M | $-67.1M | ||
| Q2 25 | $149.9M | $-54.5M | ||
| Q1 25 | $120.7M | $-71.5M | ||
| Q4 24 | $121.8M | $-56.0M | ||
| Q3 24 | $27.3M | $-186.6M | ||
| Q2 24 | $129.7M | $25.0M | ||
| Q1 24 | $130.1M | $-640.6M |
毛利率JHGRXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率JHGRXT
| Q4 25 | 42.7% | -0.5% | ||
| Q3 25 | 24.6% | -5.1% | ||
| Q2 25 | 25.9% | -3.8% | ||
| Q1 25 | 24.7% | -5.8% | ||
| Q4 24 | 27.9% | -4.2% | ||
| Q3 24 | 26.4% | -25.7% | ||
| Q2 24 | 27.9% | -7.9% | ||
| Q1 24 | 21.6% | -94.5% |
净利率JHGRXT
| Q4 25 | 35.3% | -4.8% | ||
| Q3 25 | 20.3% | -10.0% | ||
| Q2 25 | 23.7% | -8.2% | ||
| Q1 25 | 19.4% | -10.7% | ||
| Q4 24 | 17.2% | -8.2% | ||
| Q3 24 | 4.4% | -27.6% | ||
| Q2 24 | 22.0% | 3.7% | ||
| Q1 24 | 23.6% | -92.7% |
每股收益（稀释后）JHGRXT
| Q4 25 | $2.59 | $-0.13 | ||
| Q3 25 | $0.92 | $-0.28 | ||
| Q2 25 | $0.95 | $-0.23 | ||
| Q1 25 | $0.77 | $-0.31 | ||
| Q4 24 | $0.77 | $-0.20 | ||
| Q3 24 | $0.17 | $-0.82 | ||
| Q2 24 | $0.81 | $0.11 | ||
| Q1 24 | $0.81 | $-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 | $1.6B | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $5.1B | $-1.2B |
| 总资产 | $8.3B | $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JHGRXT
| Q4 25 | $1.6B | $105.8M | ||
| Q3 25 | $1.4B | $99.5M | ||
| Q2 25 | $1.3B | $103.9M | ||
| Q1 25 | $1.4B | $128.0M | ||
| Q4 24 | $1.6B | $144.0M | ||
| Q3 24 | $1.8B | $157.1M | ||
| Q2 24 | $1.3B | $190.2M | ||
| Q1 24 | $1.1B | $282.6M |
总债务JHGRXT
| 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 |
股东权益JHGRXT
| Q4 25 | $5.1B | $-1.2B | ||
| Q3 25 | $4.8B | $-1.2B | ||
| Q2 25 | $4.8B | $-1.1B | ||
| Q1 25 | $4.7B | $-1.1B | ||
| Q4 24 | $4.6B | $-1.0B | ||
| Q3 24 | $4.6B | $-949.7M | ||
| Q2 24 | $4.5B | $-756.2M | ||
| Q1 24 | $4.4B | $-787.2M |
总资产JHGRXT
| Q4 25 | $8.3B | $2.8B | ||
| Q3 25 | $7.6B | $2.8B | ||
| Q2 25 | $7.5B | $2.9B | ||
| Q1 25 | $7.1B | $3.0B | ||
| Q4 24 | $7.0B | $3.1B | ||
| Q3 24 | $7.3B | $3.1B | ||
| Q2 24 | $6.4B | $3.4B | ||
| Q1 24 | $6.3B | $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 | $322.7M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $320.4M | $56.0M |
| 自由现金流率自由现金流/营收 | 28.0% | 8.2% |
| 资本支出强度资本支出/营收 | 0.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.80× | — |
| 过去12个月自由现金流最近4个季度 | $710.9M | $90.6M |
8季度趋势，按日历期对齐
经营现金流JHGRXT
| Q4 25 | $322.7M | $59.7M | ||
| Q3 25 | $258.8M | $70.7M | ||
| Q2 25 | $135.2M | $8.4M | ||
| Q1 25 | $2.8M | $12.6M | ||
| Q4 24 | $247.3M | $54.3M | ||
| Q3 24 | $228.5M | $51.8M | ||
| Q2 24 | $223.8M | $24.1M | ||
| Q1 24 | $-5.0M | $-90.3M |
自由现金流JHGRXT
| Q4 25 | $320.4M | $56.0M | ||
| Q3 25 | $256.4M | $42.7M | ||
| Q2 25 | $133.2M | $-12.4M | ||
| Q1 25 | $900.0K | $4.3M | ||
| Q4 24 | $243.5M | $34.4M | ||
| Q3 24 | $225.9M | $27.3M | ||
| Q2 24 | $221.9M | $-14.5M | ||
| Q1 24 | $-6.8M | $-118.4M |
自由现金流率JHGRXT
| Q4 25 | 28.0% | 8.2% | ||
| Q3 25 | 36.6% | 6.4% | ||
| Q2 25 | 21.0% | -1.9% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 34.4% | 5.0% | ||
| Q3 24 | 36.2% | 4.0% | ||
| Q2 24 | 37.7% | -2.1% | ||
| Q1 24 | -1.2% | -17.1% |
资本支出强度JHGRXT
| Q4 25 | 0.2% | 0.5% | ||
| Q3 25 | 0.3% | 4.2% | ||
| Q2 25 | 0.3% | 3.1% | ||
| Q1 25 | 0.3% | 1.2% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.4% | 3.6% | ||
| Q2 24 | 0.3% | 5.6% | ||
| Q1 24 | 0.3% | 4.1% |
现金转化率JHGRXT
| Q4 25 | 0.80× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 2.03× | — | ||
| Q3 24 | 8.37× | — | ||
| Q2 24 | 1.73× | 0.96× | ||
| Q1 24 | -0.04× | — |
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
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
