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Stride, Inc.（LRN）与PROCORE TECHNOLOGIES, INC.（PCOR）财务数据对比。点击上方公司名可切换其他公司
Stride, Inc.的季度营收约是PROCORE TECHNOLOGIES, INC.的1.8倍（$629.9M vs $359.3M），Stride, Inc.净利率更高（14.1% vs -2.5%，领先16.6%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.7% vs 2.7%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（12.4% vs 6.9%）
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
LRN vs PCOR — 直观对比
营收规模更大
LRN
是对方的1.8倍
$359.3M
营收增速更快
PCOR
高出13.0%
2.7%
净利率更高
LRN
高出16.6%
-2.5%
两年增速更快
PCOR
近两年复合增速
6.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $629.9M | $359.3M |
| 净利润 | $88.5M | $-9.1M |
| 毛利率 | — | 80.1% |
| 营业利润率 | 20.5% | 15.5% |
| 净利率 | 14.1% | -2.5% |
| 营收同比 | 2.7% | 15.7% |
| 净利润同比 | 8.5% | 72.4% |
| 每股收益（稀释后） | $1.93 | $-0.06 |
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LRNPCOR
| Q3 26 | $629.9M | — | ||
| Q1 26 | — | $359.3M | ||
| Q4 25 | $631.3M | $349.1M | ||
| Q3 25 | $620.9M | $338.9M | ||
| Q2 25 | $653.6M | $323.9M | ||
| Q1 25 | $613.4M | $310.6M | ||
| Q4 24 | $587.2M | $302.0M | ||
| Q3 24 | $551.1M | $295.9M |
净利润LRNPCOR
| Q3 26 | $88.5M | — | ||
| Q1 26 | — | $-9.1M | ||
| Q4 25 | $99.5M | $-37.6M | ||
| Q3 25 | $68.8M | $-9.1M | ||
| Q2 25 | $51.3M | $-21.1M | ||
| Q1 25 | $99.3M | $-33.0M | ||
| Q4 24 | $96.4M | $-62.3M | ||
| Q3 24 | $40.9M | $-26.4M |
毛利率LRNPCOR
| Q3 26 | — | — | ||
| Q1 26 | — | 80.1% | ||
| Q4 25 | 41.1% | 80.1% | ||
| Q3 25 | 39.0% | 79.7% | ||
| Q2 25 | 36.6% | 79.1% | ||
| Q1 25 | 40.6% | 79.1% | ||
| Q4 24 | 40.8% | 81.2% | ||
| Q3 24 | 39.2% | 81.4% |
营业利润率LRNPCOR
| Q3 26 | 20.5% | — | ||
| Q1 26 | — | 15.5% | ||
| Q4 25 | 23.3% | -12.3% | ||
| Q3 25 | 11.1% | -4.4% | ||
| Q2 25 | 8.7% | -9.3% | ||
| Q1 25 | 21.3% | -11.7% | ||
| Q4 24 | 21.3% | -21.9% | ||
| Q3 24 | 8.6% | -12.3% |
净利率LRNPCOR
| Q3 26 | 14.1% | — | ||
| Q1 26 | — | -2.5% | ||
| Q4 25 | 15.8% | -10.8% | ||
| Q3 25 | 11.1% | -2.7% | ||
| Q2 25 | 7.9% | -6.5% | ||
| Q1 25 | 16.2% | -10.6% | ||
| Q4 24 | 16.4% | -20.6% | ||
| Q3 24 | 7.4% | -8.9% |
每股收益（稀释后）LRNPCOR
| Q3 26 | $1.93 | — | ||
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $2.12 | $-0.25 | ||
| Q3 25 | $1.40 | $-0.06 | ||
| Q2 25 | $0.96 | $-0.14 | ||
| Q1 25 | $2.02 | $-0.22 | ||
| Q4 24 | $2.03 | $-0.42 | ||
| Q3 24 | $0.94 | $-0.18 |
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 | $614.0M | $386.0M |
| 总债务越低越好 | $417.6M | — |
| 股东权益账面价值 | $1.6B | $1.2B |
| 总资产 | $2.4B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.25× | — |
8季度趋势，按日历期对齐
现金及短期投资LRNPCOR
| Q3 26 | $614.0M | — | ||
| Q1 26 | — | $386.0M | ||
| Q4 25 | $625.7M | $768.5M | ||
| Q3 25 | $715.1M | $684.0M | ||
| Q2 25 | $985.3M | $620.9M | ||
| Q1 25 | $723.7M | $566.7M | ||
| Q4 24 | $717.5M | $775.4M | ||
| Q3 24 | $522.2M | $756.9M |
总债务LRNPCOR
| Q3 26 | $417.6M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $417.2M | — | ||
| Q3 25 | $416.8M | — | ||
| Q2 25 | $416.3M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $415.5M | — | ||
| Q3 24 | $415.1M | — |
股东权益LRNPCOR
| Q3 26 | $1.6B | — | ||
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B |
总资产LRNPCOR
| Q3 26 | $2.4B | — | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.0B | $2.0B |
负债/权益比LRNPCOR
| Q3 26 | 0.25× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.34× | — |
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 | $117.0M | $76.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.32× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LRNPCOR
| Q3 26 | $117.0M | — | ||
| Q1 26 | — | $76.8M | ||
| Q4 25 | $91.8M | $114.9M | ||
| Q3 25 | $-195.8M | $88.5M | ||
| Q2 25 | $298.3M | $30.8M | ||
| Q1 25 | $53.1M | $66.0M | ||
| Q4 24 | $223.4M | $29.1M | ||
| Q3 24 | $-142.0M | $39.3M |
自由现金流LRNPCOR
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $91.6M | $109.2M | ||
| Q3 25 | $-196.1M | $83.1M | ||
| Q2 25 | $297.9M | $27.9M | ||
| Q1 25 | $52.9M | $62.0M | ||
| Q4 24 | $222.9M | $17.4M | ||
| Q3 24 | $-142.7M | $35.7M |
自由现金流率LRNPCOR
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 31.3% | ||
| Q3 25 | -31.6% | 24.5% | ||
| Q2 25 | 45.6% | 8.6% | ||
| Q1 25 | 8.6% | 20.0% | ||
| Q4 24 | 38.0% | 5.8% | ||
| Q3 24 | -25.9% | 12.1% |
资本支出强度LRNPCOR
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.6% | ||
| Q3 25 | 0.0% | 1.6% | ||
| Q2 25 | 0.1% | 0.9% | ||
| Q1 25 | 0.0% | 1.3% | ||
| Q4 24 | 0.1% | 3.9% | ||
| Q3 24 | 0.1% | 1.2% |
现金转化率LRNPCOR
| Q3 26 | 1.32× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.92× | — | ||
| Q3 25 | -2.85× | — | ||
| Q2 25 | 5.81× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 2.32× | — | ||
| Q3 24 | -3.47× | — |
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
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
PCOR
暂无分部数据
