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LINCOLN EDUCATIONAL SERVICES CORP（LINC）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LINCOLN EDUCATIONAL SERVICES CORP的1.5倍（$217.4M vs $142.9M），LINCOLN EDUCATIONAL SERVICES CORP净利率更高（8.9% vs 1.4%，领先7.5%），LINCOLN EDUCATIONAL SERVICES CORP同比增速更快（19.7% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $25.0M），过去两年LINCOLN EDUCATIONAL SERVICES CORP的营收复合增速更高（17.6% vs 3.0%）
林肯技术教育集团是美国营利性高等职业教育机构，总部位于新泽西州帕西帕尼，在美国科罗拉多、康涅狄格、佐治亚等12个州都设有校区，所有校区均由林肯教育服务公司持有运营，主打面向就业的高等职业技术教育服务。
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。
LINC vs RPD — 直观对比
营收规模更大
RPD
是对方的1.5倍
$142.9M
营收增速更快
LINC
高出19.2%
0.5%
净利率更高
LINC
高出7.5%
1.4%
自由现金流更多
RPD
多$11.4M
$25.0M
两年增速更快
LINC
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.9M | $217.4M |
| 净利润 | $12.7M | $3.1M |
| 毛利率 | 62.3% | 68.9% |
| 营业利润率 | 12.4% | 1.0% |
| 净利率 | 8.9% | 1.4% |
| 营收同比 | 19.7% | 0.5% |
| 净利润同比 | 85.9% | 44.1% |
| 每股收益（稀释后） | $0.41 | $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LINCRPD
| Q4 25 | $142.9M | $217.4M | ||
| Q3 25 | $141.4M | $218.0M | ||
| Q2 25 | $116.5M | $214.2M | ||
| Q1 25 | $117.5M | $210.3M | ||
| Q4 24 | $119.4M | $216.3M | ||
| Q3 24 | $114.4M | $214.7M | ||
| Q2 24 | $102.9M | $208.0M | ||
| Q1 24 | $103.4M | $205.1M |
净利润LINCRPD
| Q4 25 | $12.7M | $3.1M | ||
| Q3 25 | $3.8M | $9.8M | ||
| Q2 25 | $1.6M | $8.3M | ||
| Q1 25 | $1.9M | $2.1M | ||
| Q4 24 | $6.8M | $2.2M | ||
| Q3 24 | $4.0M | $15.4M | ||
| Q2 24 | $-682.0K | $6.5M | ||
| Q1 24 | $-214.0K | $1.4M |
毛利率LINCRPD
| Q4 25 | 62.3% | 68.9% | ||
| Q3 25 | 59.5% | 70.2% | ||
| Q2 25 | 59.8% | 70.6% | ||
| Q1 25 | 59.7% | 71.7% | ||
| Q4 24 | 62.2% | 69.5% | ||
| Q3 24 | 58.0% | 70.6% | ||
| Q2 24 | 55.7% | 70.7% | ||
| Q1 24 | 58.4% | 70.3% |
营业利润率LINCRPD
| Q4 25 | 12.4% | 1.0% | ||
| Q3 25 | 4.4% | 2.7% | ||
| Q2 25 | 2.5% | 1.6% | ||
| Q1 25 | 2.9% | -0.0% | ||
| Q4 24 | 9.2% | 3.4% | ||
| Q3 24 | 5.1% | 6.0% | ||
| Q2 24 | -1.1% | 2.5% | ||
| Q1 24 | -0.4% | 4.7% |
净利率LINCRPD
| Q4 25 | 8.9% | 1.4% | ||
| Q3 25 | 2.7% | 4.5% | ||
| Q2 25 | 1.3% | 3.9% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 5.7% | 1.0% | ||
| Q3 24 | 3.5% | 7.2% | ||
| Q2 24 | -0.7% | 3.1% | ||
| Q1 24 | -0.2% | 0.7% |
每股收益（稀释后）LINCRPD
| Q4 25 | $0.41 | $0.05 | ||
| Q3 25 | $0.12 | $0.15 | ||
| Q2 25 | $0.05 | $0.13 | ||
| Q1 25 | $0.06 | $0.03 | ||
| Q4 24 | $0.22 | $0.08 | ||
| Q3 24 | $0.13 | $0.21 | ||
| Q2 24 | $-0.02 | $0.09 | ||
| Q1 24 | $-0.01 | $0.02 |
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 | $28.5M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $199.7M | $154.7M |
| 总资产 | $493.2M | $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LINCRPD
| Q4 25 | $28.5M | $474.7M | ||
| Q3 25 | $13.5M | $407.1M | ||
| Q2 25 | $16.7M | $511.7M | ||
| Q1 25 | $28.7M | $493.5M | ||
| Q4 24 | $59.3M | $521.7M | ||
| Q3 24 | $54.0M | $443.7M | ||
| Q2 24 | $67.0M | $442.6M | ||
| Q1 24 | $68.6M | $411.7M |
股东权益LINCRPD
| Q4 25 | $199.7M | $154.7M | ||
| Q3 25 | $185.9M | $127.2M | ||
| Q2 25 | $180.7M | $90.4M | ||
| Q1 25 | $177.8M | $52.7M | ||
| Q4 24 | $178.3M | $17.7M | ||
| Q3 24 | $170.0M | $-5.1M | ||
| Q2 24 | $164.9M | $-52.6M | ||
| Q1 24 | $164.5M | $-86.4M |
总资产LINCRPD
| Q4 25 | $493.2M | $1.7B | ||
| Q3 25 | $466.9M | $1.7B | ||
| Q2 25 | $447.3M | $1.6B | ||
| Q1 25 | $427.4M | $1.6B | ||
| Q4 24 | $436.6M | $1.7B | ||
| Q3 24 | $404.0M | $1.6B | ||
| Q2 24 | $366.4M | $1.5B | ||
| Q1 24 | $355.2M | $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 | $43.5M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $25.0M | $36.4M |
| 自由现金流率自由现金流/营收 | 17.5% | 16.8% |
| 资本支出强度资本支出/营收 | 13.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 3.43× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $-27.3M | $146.2M |
8季度趋势，按日历期对齐
经营现金流LINCRPD
| Q4 25 | $43.5M | $37.6M | ||
| Q3 25 | $23.9M | $39.0M | ||
| Q2 25 | $299.0K | $47.5M | ||
| Q1 25 | $-8.4M | $29.8M | ||
| Q4 24 | $30.3M | $63.8M | ||
| Q3 24 | $5.6M | $44.0M | ||
| Q2 24 | $8.3M | $32.9M | ||
| Q1 24 | $-14.9M | $31.1M |
自由现金流LINCRPD
| Q4 25 | $25.0M | $36.4M | ||
| Q3 25 | $2.0M | $34.8M | ||
| Q2 25 | $-26.1M | $46.6M | ||
| Q1 25 | $-28.3M | $28.4M | ||
| Q4 24 | $5.5M | $62.6M | ||
| Q3 24 | $-13.8M | $42.6M | ||
| Q2 24 | $-2.7M | $32.6M | ||
| Q1 24 | $-16.6M | $30.4M |
自由现金流率LINCRPD
| Q4 25 | 17.5% | 16.8% | ||
| Q3 25 | 1.4% | 16.0% | ||
| Q2 25 | -22.4% | 21.8% | ||
| Q1 25 | -24.1% | 13.5% | ||
| Q4 24 | 4.6% | 28.9% | ||
| Q3 24 | -12.0% | 19.9% | ||
| Q2 24 | -2.6% | 15.7% | ||
| Q1 24 | -16.1% | 14.8% |
资本支出强度LINCRPD
| Q4 25 | 13.0% | 0.5% | ||
| Q3 25 | 15.5% | 1.9% | ||
| Q2 25 | 22.7% | 0.4% | ||
| Q1 25 | 16.9% | 0.6% | ||
| Q4 24 | 20.8% | 0.5% | ||
| Q3 24 | 16.9% | 0.6% | ||
| Q2 24 | 10.7% | 0.1% | ||
| Q1 24 | 1.6% | 0.3% |
现金转化率LINCRPD
| Q4 25 | 3.43× | 12.01× | ||
| Q3 25 | 6.29× | 3.97× | ||
| Q2 25 | 0.19× | 5.70× | ||
| Q1 25 | -4.31× | 14.14× | ||
| Q4 24 | 4.43× | 29.36× | ||
| Q3 24 | 1.42× | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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
LINC
| Transferred Over Time | $136.0M | 95% |
| Transferred At Point In Time | $6.9M | 5% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
