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LGI Homes, Inc.（LGIH）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LGI Homes, Inc.的1.4倍（$682.8M vs $474.0M），LGI Homes, Inc.净利率更高（3.7% vs -4.8%，领先8.4%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -15.0%），过去两年LGI Homes, Inc.的营收复合增速更高（10.1% vs -0.6%）
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
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。
LGIH vs RXT — 直观对比
营收规模更大
RXT
是对方的1.4倍
$474.0M
营收增速更快
RXT
高出14.6%
-15.0%
净利率更高
LGIH
高出8.4%
-4.8%
两年增速更快
LGIH
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $474.0M | $682.8M |
| 净利润 | $17.3M | $-32.7M |
| 毛利率 | 17.7% | 17.6% |
| 营业利润率 | 3.9% | -0.5% |
| 净利率 | 3.7% | -4.8% |
| 营收同比 | -15.0% | -0.4% |
| 净利润同比 | -66.0% | 41.6% |
| 每股收益（稀释后） | $0.74 | $-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LGIHRXT
| Q4 25 | $474.0M | $682.8M | ||
| Q3 25 | $396.6M | $671.2M | ||
| Q2 25 | $483.5M | $666.3M | ||
| Q1 25 | $351.4M | $665.4M | ||
| Q4 24 | $557.4M | $685.6M | ||
| Q3 24 | $651.9M | $675.8M | ||
| Q2 24 | $602.5M | $684.9M | ||
| Q1 24 | $390.9M | $690.8M |
净利润LGIHRXT
| Q4 25 | $17.3M | $-32.7M | ||
| Q3 25 | $19.7M | $-67.1M | ||
| Q2 25 | $31.5M | $-54.5M | ||
| Q1 25 | $4.0M | $-71.5M | ||
| Q4 24 | $50.9M | $-56.0M | ||
| Q3 24 | $69.6M | $-186.6M | ||
| Q2 24 | $58.6M | $25.0M | ||
| Q1 24 | $17.1M | $-640.6M |
毛利率LGIHRXT
| Q4 25 | 17.7% | 17.6% | ||
| Q3 25 | 21.5% | 19.4% | ||
| Q2 25 | 22.9% | 19.4% | ||
| Q1 25 | 21.0% | 19.1% | ||
| Q4 24 | 22.9% | 19.2% | ||
| Q3 24 | 25.1% | 20.3% | ||
| Q2 24 | 25.0% | 19.2% | ||
| Q1 24 | 23.4% | 19.2% |
营业利润率LGIHRXT
| Q4 25 | 3.9% | -0.5% | ||
| Q3 25 | 5.4% | -5.1% | ||
| Q2 25 | 8.2% | -3.8% | ||
| Q1 25 | 0.0% | -5.8% | ||
| Q4 24 | 8.2% | -4.2% | ||
| Q3 24 | 12.3% | -25.7% | ||
| Q2 24 | 11.2% | -7.9% | ||
| Q1 24 | 4.8% | -94.5% |
净利率LGIHRXT
| Q4 25 | 3.7% | -4.8% | ||
| Q3 25 | 5.0% | -10.0% | ||
| Q2 25 | 6.5% | -8.2% | ||
| Q1 25 | 1.1% | -10.7% | ||
| Q4 24 | 9.1% | -8.2% | ||
| Q3 24 | 10.7% | -27.6% | ||
| Q2 24 | 9.7% | 3.7% | ||
| Q1 24 | 4.4% | -92.7% |
每股收益（稀释后）LGIHRXT
| Q4 25 | $0.74 | $-0.13 | ||
| Q3 25 | $0.85 | $-0.28 | ||
| Q2 25 | $1.36 | $-0.23 | ||
| Q1 25 | $0.17 | $-0.31 | ||
| Q4 24 | $2.15 | $-0.20 | ||
| Q3 24 | $2.95 | $-0.82 | ||
| Q2 24 | $2.48 | $0.11 | ||
| Q1 24 | $0.72 | $-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 | — | $105.8M |
| 总债务越低越好 | $1.7B | $2.7B |
| 股东权益账面价值 | $2.1B | $-1.2B |
| 总资产 | $3.9B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资LGIHRXT
| Q4 25 | — | $105.8M | ||
| Q3 25 | — | $99.5M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | — | $128.0M | ||
| Q4 24 | $53.2M | $144.0M | ||
| Q3 24 | — | $157.1M | ||
| Q2 24 | — | $190.2M | ||
| Q1 24 | — | $282.6M |
总债务LGIHRXT
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益LGIHRXT
| Q4 25 | $2.1B | $-1.2B | ||
| Q3 25 | $2.1B | $-1.2B | ||
| Q2 25 | $2.1B | $-1.1B | ||
| Q1 25 | $2.0B | $-1.1B | ||
| Q4 24 | $2.0B | $-1.0B | ||
| Q3 24 | $2.0B | $-949.7M | ||
| Q2 24 | $1.9B | $-756.2M | ||
| Q1 24 | $1.9B | $-787.2M |
总资产LGIHRXT
| Q4 25 | $3.9B | $2.8B | ||
| Q3 25 | $4.0B | $2.8B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.9B | $3.0B | ||
| Q4 24 | $3.8B | $3.1B | ||
| Q3 24 | $3.8B | $3.1B | ||
| Q2 24 | $3.7B | $3.4B | ||
| Q1 24 | $3.5B | $3.5B |
负债/权益比LGIHRXT
| Q4 25 | 0.79× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $86.8M | $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 | 0.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 5.01× | — |
| 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LGIHRXT
| Q4 25 | $86.8M | $59.7M | ||
| Q3 25 | $-13.2M | $70.7M | ||
| Q2 25 | $-86.4M | $8.4M | ||
| Q1 25 | $-127.1M | $12.6M | ||
| Q4 24 | $57.0M | $54.3M | ||
| Q3 24 | $-17.8M | $51.8M | ||
| Q2 24 | $-83.5M | $24.1M | ||
| Q1 24 | $-99.5M | $-90.3M |
自由现金流LGIHRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | $-13.3M | $42.7M | ||
| Q2 25 | $-86.4M | $-12.4M | ||
| Q1 25 | $-128.0M | $4.3M | ||
| Q4 24 | $56.4M | $34.4M | ||
| Q3 24 | $-17.8M | $27.3M | ||
| Q2 24 | $-83.8M | $-14.5M | ||
| Q1 24 | $-100.5M | $-118.4M |
自由现金流率LGIHRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | -3.3% | 6.4% | ||
| Q2 25 | -17.9% | -1.9% | ||
| Q1 25 | -36.4% | 0.6% | ||
| Q4 24 | 10.1% | 5.0% | ||
| Q3 24 | -2.7% | 4.0% | ||
| Q2 24 | -13.9% | -2.1% | ||
| Q1 24 | -25.7% | -17.1% |
资本支出强度LGIHRXT
| Q4 25 | 0.0% | 0.5% | ||
| Q3 25 | 0.0% | 4.2% | ||
| Q2 25 | 0.0% | 3.1% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 0.1% | 2.9% | ||
| Q3 24 | 0.0% | 3.6% | ||
| Q2 24 | 0.0% | 5.6% | ||
| Q1 24 | 0.3% | 4.1% |
现金转化率LGIHRXT
| Q4 25 | 5.01× | — | ||
| Q3 25 | -0.67× | — | ||
| Q2 25 | -2.74× | — | ||
| Q1 25 | -31.83× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | -1.43× | 0.96× | ||
| Q1 24 | -5.83× | — |
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
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
