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Stride, Inc.（LRN）与RPC INC（RES）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RPC INC的1.5倍（$629.9M vs $425.8M），Stride, Inc.净利率更高（14.1% vs -0.7%，领先14.8%），RPC INC同比增速更快（27.0% vs 2.7%），过去两年Stride, Inc.的营收复合增速更高（6.9% vs 6.2%）
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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
LRN vs RES — 直观对比
营收规模更大
LRN
是对方的1.5倍
$425.8M
营收增速更快
RES
高出24.3%
2.7%
净利率更高
LRN
高出14.8%
-0.7%
两年增速更快
LRN
近两年复合增速
6.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $629.9M | $425.8M |
| 净利润 | $88.5M | $-3.1M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 20.5% | -0.9% |
| 净利率 | 14.1% | -0.7% |
| 营收同比 | 2.7% | 27.0% |
| 净利润同比 | 8.5% | -124.0% |
| 每股收益（稀释后） | $1.93 | $-0.02 |
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LRNRES
| Q3 26 | $629.9M | — | ||
| Q4 25 | $631.3M | $425.8M | ||
| Q3 25 | $620.9M | $447.1M | ||
| Q2 25 | $653.6M | $420.8M | ||
| Q1 25 | $613.4M | $332.9M | ||
| Q4 24 | $587.2M | $335.4M | ||
| Q3 24 | $551.1M | $337.7M | ||
| Q2 24 | — | $364.2M |
净利润LRNRES
| Q3 26 | $88.5M | — | ||
| Q4 25 | $99.5M | $-3.1M | ||
| Q3 25 | $68.8M | $13.0M | ||
| Q2 25 | $51.3M | $10.1M | ||
| Q1 25 | $99.3M | $12.0M | ||
| Q4 24 | $96.4M | $12.8M | ||
| Q3 24 | $40.9M | $18.8M | ||
| Q2 24 | — | $32.4M |
毛利率LRNRES
| Q3 26 | — | — | ||
| Q4 25 | 41.1% | 21.0% | ||
| Q3 25 | 39.0% | 25.1% | ||
| Q2 25 | 36.6% | 24.5% | ||
| Q1 25 | 40.6% | 26.7% | ||
| Q4 24 | 40.8% | 25.4% | ||
| Q3 24 | 39.2% | 26.7% | ||
| Q2 24 | — | 28.0% |
营业利润率LRNRES
| Q3 26 | 20.5% | — | ||
| Q4 25 | 23.3% | -0.9% | ||
| Q3 25 | 11.1% | 4.7% | ||
| Q2 25 | 8.7% | 3.7% | ||
| Q1 25 | 21.3% | 3.7% | ||
| Q4 24 | 21.3% | 3.1% | ||
| Q3 24 | 8.6% | 5.7% | ||
| Q2 24 | — | 9.7% |
净利率LRNRES
| Q3 26 | 14.1% | — | ||
| Q4 25 | 15.8% | -0.7% | ||
| Q3 25 | 11.1% | 2.9% | ||
| Q2 25 | 7.9% | 2.4% | ||
| Q1 25 | 16.2% | 3.6% | ||
| Q4 24 | 16.4% | 3.8% | ||
| Q3 24 | 7.4% | 5.6% | ||
| Q2 24 | — | 8.9% |
每股收益（稀释后）LRNRES
| Q3 26 | $1.93 | — | ||
| Q4 25 | $2.12 | $-0.02 | ||
| Q3 25 | $1.40 | $0.06 | ||
| Q2 25 | $0.96 | $0.05 | ||
| Q1 25 | $2.02 | $0.06 | ||
| Q4 24 | $2.03 | $0.06 | ||
| Q3 24 | $0.94 | $0.09 | ||
| Q2 24 | — | $0.15 |
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 | $210.0M |
| 总债务越低越好 | $417.6M | — |
| 股东权益账面价值 | $1.6B | $1.1B |
| 总资产 | $2.4B | $1.5B |
| 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LRNRES
| Q3 26 | $614.0M | — | ||
| Q4 25 | $625.7M | $210.0M | ||
| Q3 25 | $715.1M | $163.5M | ||
| Q2 25 | $985.3M | $162.1M | ||
| Q1 25 | $723.7M | $326.7M | ||
| Q4 24 | $717.5M | $326.0M | ||
| Q3 24 | $522.2M | $276.9M | ||
| Q2 24 | — | $261.5M |
总债务LRNRES
| Q3 26 | $417.6M | — | ||
| Q4 25 | $417.2M | — | ||
| Q3 25 | $416.8M | — | ||
| Q2 25 | $416.3M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $415.5M | — | ||
| Q3 24 | $415.1M | — | ||
| Q2 24 | — | — |
股东权益LRNRES
| Q3 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | — | $1.1B |
总资产LRNRES
| Q3 26 | $2.4B | — | ||
| Q4 25 | $2.3B | $1.5B | ||
| Q3 25 | $2.3B | $1.5B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | — | $1.3B |
负债/权益比LRNRES
| Q3 26 | 0.25× | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 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 | $117.0M | $61.9M |
| 自由现金流经营现金流 - 资本支出 | — | $31.2M |
| 自由现金流率自由现金流/营收 | — | 7.3% |
| 资本支出强度资本支出/营收 | — | 7.2% |
| 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 | — | $52.9M |
8季度趋势，按日历期对齐
经营现金流LRNRES
| Q3 26 | $117.0M | — | ||
| Q4 25 | $91.8M | $61.9M | ||
| Q3 25 | $-195.8M | $46.5M | ||
| Q2 25 | $298.3M | $53.1M | ||
| Q1 25 | $53.1M | $39.9M | ||
| Q4 24 | $223.4M | $94.2M | ||
| Q3 24 | $-142.0M | $70.7M | ||
| Q2 24 | — | $127.9M |
自由现金流LRNRES
| Q3 26 | — | — | ||
| Q4 25 | $91.6M | $31.2M | ||
| Q3 25 | $-196.1M | $4.1M | ||
| Q2 25 | $297.9M | $10.0M | ||
| Q1 25 | $52.9M | $7.6M | ||
| Q4 24 | $222.9M | $53.7M | ||
| Q3 24 | $-142.7M | $19.1M | ||
| Q2 24 | — | $52.9M |
自由现金流率LRNRES
| Q3 26 | — | — | ||
| Q4 25 | 14.5% | 7.3% | ||
| Q3 25 | -31.6% | 0.9% | ||
| Q2 25 | 45.6% | 2.4% | ||
| Q1 25 | 8.6% | 2.3% | ||
| Q4 24 | 38.0% | 16.0% | ||
| Q3 24 | -25.9% | 5.6% | ||
| Q2 24 | — | 14.5% |
资本支出强度LRNRES
| Q3 26 | — | — | ||
| Q4 25 | 0.0% | 7.2% | ||
| Q3 25 | 0.0% | 9.5% | ||
| Q2 25 | 0.1% | 10.2% | ||
| Q1 25 | 0.0% | 9.7% | ||
| Q4 24 | 0.1% | 12.1% | ||
| Q3 24 | 0.1% | 15.3% | ||
| Q2 24 | — | 20.6% |
现金转化率LRNRES
| Q3 26 | 1.32× | — | ||
| Q4 25 | 0.92× | — | ||
| Q3 25 | -2.85× | 3.59× | ||
| Q2 25 | 5.81× | 5.23× | ||
| Q1 25 | 0.53× | 3.31× | ||
| Q4 24 | 2.32× | 7.38× | ||
| Q3 24 | -3.47× | 3.76× | ||
| Q2 24 | — | 3.95× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
