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Leslie's, Inc.（LESL）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Leslie's, Inc.的1.5倍（$217.4M vs $147.1M），Rapid7, Inc.净利率更高（1.4% vs -56.4%，领先57.8%），Rapid7, Inc.同比增速更快（0.5% vs -16.0%），Rapid7, Inc.自由现金流更多（$36.4M vs $-85.5M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% vs -11.7%）
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
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。
LESL vs RPD — 直观对比
营收规模更大
RPD
是对方的1.5倍
$147.1M
营收增速更快
RPD
高出16.6%
-16.0%
净利率更高
RPD
高出57.8%
-56.4%
自由现金流更多
RPD
多$121.9M
$-85.5M
两年增速更快
RPD
近两年复合增速
-11.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $217.4M |
| 净利润 | $-83.0M | $3.1M |
| 毛利率 | 18.4% | 68.9% |
| 营业利润率 | -46.7% | 1.0% |
| 净利率 | -56.4% | 1.4% |
| 营收同比 | -16.0% | 0.5% |
| 净利润同比 | -86.2% | 44.1% |
| 每股收益（稀释后） | $-8.92 | $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LESLRPD
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $217.4M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | $500.3M | $214.2M | ||
| Q1 25 | $177.1M | $210.3M | ||
| Q4 24 | $175.2M | $216.3M | ||
| Q3 24 | $397.9M | $214.7M | ||
| Q2 24 | $569.6M | $208.0M |
净利润LESLRPD
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $3.1M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $21.7M | $8.3M | ||
| Q1 25 | $-51.3M | $2.1M | ||
| Q4 24 | $-44.6M | $2.2M | ||
| Q3 24 | $-9.9M | $15.4M | ||
| Q2 24 | $60.6M | $6.5M |
毛利率LESLRPD
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 39.6% | 70.6% | ||
| Q1 25 | 24.8% | 71.7% | ||
| Q4 24 | 27.2% | 69.5% | ||
| Q3 24 | 36.0% | 70.6% | ||
| Q2 24 | 40.2% | 70.7% |
营业利润率LESLRPD
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 13.7% | 1.6% | ||
| Q1 25 | -27.3% | -0.0% | ||
| Q4 24 | -22.7% | 3.4% | ||
| Q3 24 | 6.6% | 6.0% | ||
| Q2 24 | 17.2% | 2.5% |
净利率LESLRPD
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 1.4% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | 4.3% | 3.9% | ||
| Q1 25 | -29.0% | 1.0% | ||
| Q4 24 | -25.4% | 1.0% | ||
| Q3 24 | -2.5% | 7.2% | ||
| Q2 24 | 10.6% | 3.1% |
每股收益（稀释后）LESLRPD
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.05 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | $0.12 | $0.13 | ||
| Q1 25 | $-0.28 | $0.03 | ||
| Q4 24 | $-4.82 | $0.08 | ||
| Q3 24 | $-2.46 | $0.21 | ||
| Q2 24 | $0.33 | $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 | $3.6M | $474.7M |
| 总债务越低越好 | $781.6M | — |
| 股东权益账面价值 | $-489.9M | $154.7M |
| 总资产 | $649.4M | $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LESLRPD
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $474.7M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | $42.7M | $511.7M | ||
| Q1 25 | $17.3M | $493.5M | ||
| Q4 24 | $11.6M | $521.7M | ||
| Q3 24 | $108.5M | $443.7M | ||
| Q2 24 | $74.4M | $442.6M |
总债务LESLRPD
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
股东权益LESLRPD
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $154.7M | ||
| Q3 25 | — | $127.2M | ||
| Q2 25 | $-246.2M | $90.4M | ||
| Q1 25 | $-269.5M | $52.7M | ||
| Q4 24 | $-220.0M | $17.7M | ||
| Q3 24 | $-177.1M | $-5.1M | ||
| Q2 24 | $-168.2M | $-52.6M |
总资产LESLRPD
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $989.5M | $1.6B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $967.0M | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $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 | $-81.1M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | $36.4M |
| 自由现金流率自由现金流/营收 | -58.1% | 16.8% |
| 资本支出强度资本支出/营收 | 2.9% | 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 | $7.6M | $146.2M |
8季度趋势，按日历期对齐
经营现金流LESLRPD
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $37.6M | ||
| Q3 25 | — | $39.0M | ||
| Q2 25 | $114.9M | $47.5M | ||
| Q1 25 | $-49.2M | $29.8M | ||
| Q4 24 | $-105.1M | $63.8M | ||
| Q3 24 | $47.1M | $44.0M | ||
| Q2 24 | $175.5M | $32.9M |
自由现金流LESLRPD
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | $107.1M | $46.6M | ||
| Q1 25 | $-55.8M | $28.4M | ||
| Q4 24 | $-109.8M | $62.6M | ||
| Q3 24 | $34.1M | $42.6M | ||
| Q2 24 | $165.2M | $32.6M |
自由现金流率LESLRPD
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | 21.4% | 21.8% | ||
| Q1 25 | -31.5% | 13.5% | ||
| Q4 24 | -62.6% | 28.9% | ||
| Q3 24 | 8.6% | 19.9% | ||
| Q2 24 | 29.0% | 15.7% |
资本支出强度LESLRPD
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 1.6% | 0.4% | ||
| Q1 25 | 3.7% | 0.6% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 3.2% | 0.6% | ||
| Q2 24 | 1.8% | 0.1% |
现金转化率LESLRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | 5.29× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | 2.89× | 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
LESL
暂无分部数据
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
