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Stride, Inc.（LRN）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是Stride, Inc.的1.4倍（$906.4M vs $629.9M），Stride, Inc.净利率更高（14.1% vs 11.9%，领先2.2%），Rollins, Inc.同比增速更快（10.2% vs 2.7%），过去两年Stride, Inc.的营收复合增速更高（6.9% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
LRN vs ROL — 直观对比
营收规模更大
ROL
是对方的1.4倍
$629.9M
营收增速更快
ROL
高出7.5%
2.7%
净利率更高
LRN
高出2.2%
11.9%
两年增速更快
LRN
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $629.9M | $906.4M |
| 净利润 | $88.5M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 16.1% |
| 净利率 | 14.1% | 11.9% |
| 营收同比 | 2.7% | 10.2% |
| 净利润同比 | 8.5% | 2.5% |
| 每股收益（稀释后） | $1.93 | $0.22 |
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LRNROL
| Q3 26 | $629.9M | — | ||
| Q1 26 | — | $906.4M | ||
| Q4 25 | $631.3M | $912.9M | ||
| Q3 25 | $620.9M | $1.0B | ||
| Q2 25 | $653.6M | $999.5M | ||
| Q1 25 | $613.4M | $822.5M | ||
| Q4 24 | $587.2M | $832.2M | ||
| Q3 24 | $551.1M | $916.3M |
净利润LRNROL
| Q3 26 | $88.5M | — | ||
| Q1 26 | — | $107.8M | ||
| Q4 25 | $99.5M | $116.4M | ||
| Q3 25 | $68.8M | $163.5M | ||
| Q2 25 | $51.3M | $141.5M | ||
| Q1 25 | $99.3M | $105.2M | ||
| Q4 24 | $96.4M | $105.7M | ||
| Q3 24 | $40.9M | $136.9M |
毛利率LRNROL
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 39.0% | — | ||
| Q2 25 | 36.6% | — | ||
| Q1 25 | 40.6% | — | ||
| Q4 24 | 40.8% | — | ||
| Q3 24 | 39.2% | — |
营业利润率LRNROL
| Q3 26 | 20.5% | — | ||
| Q1 26 | — | 16.1% | ||
| Q4 25 | 23.3% | 17.5% | ||
| Q3 25 | 11.1% | 21.9% | ||
| Q2 25 | 8.7% | 19.8% | ||
| Q1 25 | 21.3% | 17.3% | ||
| Q4 24 | 21.3% | 18.1% | ||
| Q3 24 | 8.6% | 20.9% |
净利率LRNROL
| Q3 26 | 14.1% | — | ||
| Q1 26 | — | 11.9% | ||
| Q4 25 | 15.8% | 12.8% | ||
| Q3 25 | 11.1% | 15.9% | ||
| Q2 25 | 7.9% | 14.2% | ||
| Q1 25 | 16.2% | 12.8% | ||
| Q4 24 | 16.4% | 12.7% | ||
| Q3 24 | 7.4% | 14.9% |
每股收益（稀释后）LRNROL
| Q3 26 | $1.93 | — | ||
| Q1 26 | — | $0.22 | ||
| Q4 25 | $2.12 | $0.24 | ||
| Q3 25 | $1.40 | $0.34 | ||
| Q2 25 | $0.96 | $0.29 | ||
| Q1 25 | $2.02 | $0.22 | ||
| Q4 24 | $2.03 | $0.22 | ||
| Q3 24 | $0.94 | $0.28 |
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 | $116.5M |
| 总债务越低越好 | $417.6M | $650.6M |
| 股东权益账面价值 | $1.6B | $1.4B |
| 总资产 | $2.4B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.25× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资LRNROL
| Q3 26 | $614.0M | — | ||
| Q1 26 | — | $116.5M | ||
| Q4 25 | $625.7M | $100.0M | ||
| Q3 25 | $715.1M | $127.4M | ||
| Q2 25 | $985.3M | $123.0M | ||
| Q1 25 | $723.7M | $201.2M | ||
| Q4 24 | $717.5M | $89.6M | ||
| Q3 24 | $522.2M | $95.3M |
总债务LRNROL
| Q3 26 | $417.6M | — | ||
| Q1 26 | — | $650.6M | ||
| Q4 25 | $417.2M | $486.1M | ||
| Q3 25 | $416.8M | $485.7M | ||
| Q2 25 | $416.3M | $485.3M | ||
| Q1 25 | $415.9M | $485.5M | ||
| Q4 24 | $415.5M | $395.3M | ||
| Q3 24 | $415.1M | — |
股东权益LRNROL
| Q3 26 | $1.6B | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B |
总资产LRNROL
| Q3 26 | $2.4B | — | ||
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.3B | $3.1B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.3B | $3.2B | ||
| Q1 25 | $2.2B | $2.9B | ||
| Q4 24 | $2.1B | $2.8B | ||
| Q3 24 | $2.0B | $2.8B |
负债/权益比LRNROL
| Q3 26 | 0.25× | — | ||
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.27× | 0.35× | ||
| Q3 25 | 0.27× | 0.32× | ||
| Q2 25 | 0.28× | 0.34× | ||
| Q1 25 | 0.29× | 0.36× | ||
| Q4 24 | 0.32× | 0.30× | ||
| 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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 1.32× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流LRNROL
| Q3 26 | $117.0M | — | ||
| Q1 26 | — | $118.4M | ||
| Q4 25 | $91.8M | $164.7M | ||
| Q3 25 | $-195.8M | $191.3M | ||
| Q2 25 | $298.3M | $175.1M | ||
| Q1 25 | $53.1M | $146.9M | ||
| Q4 24 | $223.4M | $188.2M | ||
| Q3 24 | $-142.0M | $146.9M |
自由现金流LRNROL
| Q3 26 | — | — | ||
| Q1 26 | — | $111.2M | ||
| Q4 25 | $91.6M | $159.0M | ||
| Q3 25 | $-196.1M | $182.8M | ||
| Q2 25 | $297.9M | $168.0M | ||
| Q1 25 | $52.9M | $140.1M | ||
| Q4 24 | $222.9M | $184.0M | ||
| Q3 24 | $-142.7M | $139.4M |
自由现金流率LRNROL
| Q3 26 | — | — | ||
| Q1 26 | — | 12.3% | ||
| Q4 25 | 14.5% | 17.4% | ||
| Q3 25 | -31.6% | 17.8% | ||
| Q2 25 | 45.6% | 16.8% | ||
| Q1 25 | 8.6% | 17.0% | ||
| Q4 24 | 38.0% | 22.1% | ||
| Q3 24 | -25.9% | 15.2% |
资本支出强度LRNROL
| Q3 26 | — | — | ||
| Q1 26 | — | 0.8% | ||
| Q4 25 | 0.0% | 0.6% | ||
| Q3 25 | 0.0% | 0.8% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.0% | 0.8% | ||
| Q4 24 | 0.1% | 0.5% | ||
| Q3 24 | 0.1% | 0.8% |
现金转化率LRNROL
| Q3 26 | 1.32× | — | ||
| Q1 26 | — | 1.10× | ||
| Q4 25 | 0.92× | 1.41× | ||
| Q3 25 | -2.85× | 1.17× | ||
| Q2 25 | 5.81× | 1.24× | ||
| Q1 25 | 0.53× | 1.40× | ||
| Q4 24 | 2.32× | 1.78× | ||
| Q3 24 | -3.47× | 1.07× |
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% |
ROL
暂无分部数据
