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LESAKA TECHNOLOGIES INC（LSAK）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LESAKA TECHNOLOGIES INC的1.2倍（$217.4M vs $178.7M），LESAKA TECHNOLOGIES INC净利率更高（2.0% vs 1.4%，领先0.6%），LESAKA TECHNOLOGIES INC同比增速更快（1.4% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $-14.8M），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（13.7% vs 3.0%）
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs RPD — 直观对比
营收规模更大
RPD
是对方的1.2倍
$178.7M
营收增速更快
LSAK
高出0.9%
0.5%
净利率更高
LSAK
高出0.6%
1.4%
自由现金流更多
RPD
多$51.3M
$-14.8M
两年增速更快
LSAK
近两年复合增速
3.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $178.7M | $217.4M |
| 净利润 | $3.6M | $3.1M |
| 毛利率 | 31.4% | 68.9% |
| 营业利润率 | 1.2% | 1.0% |
| 净利率 | 2.0% | 1.4% |
| 营收同比 | 1.4% | 0.5% |
| 净利润同比 | 111.2% | 44.1% |
| 每股收益（稀释后） | $0.04 | $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LSAKRPD
| Q4 25 | $178.7M | $217.4M | ||
| Q3 25 | $171.4M | $218.0M | ||
| Q2 25 | $168.5M | $214.2M | ||
| Q1 25 | $161.4M | $210.3M | ||
| Q4 24 | $176.2M | $216.3M | ||
| Q3 24 | $153.6M | $214.7M | ||
| Q2 24 | $146.0M | $208.0M | ||
| Q1 24 | $138.2M | $205.1M |
净利润LSAKRPD
| Q4 25 | $3.6M | $3.1M | ||
| Q3 25 | $-4.3M | $9.8M | ||
| Q2 25 | $-28.4M | $8.3M | ||
| Q1 25 | $-22.1M | $2.1M | ||
| Q4 24 | $-32.5M | $2.2M | ||
| Q3 24 | $-4.5M | $15.4M | ||
| Q2 24 | $-5.0M | $6.5M | ||
| Q1 24 | $-4.0M | $1.4M |
毛利率LSAKRPD
| Q4 25 | 31.4% | 68.9% | ||
| Q3 25 | 30.9% | 70.2% | ||
| Q2 25 | 28.9% | 70.6% | ||
| Q1 25 | 27.5% | 71.7% | ||
| Q4 24 | 25.7% | 69.5% | ||
| Q3 24 | 22.6% | 70.6% | ||
| Q2 24 | 22.6% | 70.7% | ||
| Q1 24 | 22.0% | 70.3% |
营业利润率LSAKRPD
| Q4 25 | 1.2% | 1.0% | ||
| Q3 25 | 0.2% | 2.7% | ||
| Q2 25 | -16.7% | 1.6% | ||
| Q1 25 | 0.4% | -0.0% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | -0.0% | 6.0% | ||
| Q2 24 | 0.2% | 2.5% | ||
| Q1 24 | 0.6% | 4.7% |
净利率LSAKRPD
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | -2.5% | 4.5% | ||
| Q2 25 | -16.9% | 3.9% | ||
| Q1 25 | -13.7% | 1.0% | ||
| Q4 24 | -18.4% | 1.0% | ||
| Q3 24 | -3.0% | 7.2% | ||
| Q2 24 | -3.4% | 3.1% | ||
| Q1 24 | -2.9% | 0.7% |
每股收益（稀释后）LSAKRPD
| Q4 25 | $0.04 | $0.05 | ||
| Q3 25 | $-0.05 | $0.15 | ||
| Q2 25 | $-0.40 | $0.13 | ||
| Q1 25 | $-0.27 | $0.03 | ||
| Q4 24 | $-0.40 | $0.08 | ||
| Q3 24 | $-0.07 | $0.21 | ||
| Q2 24 | $-0.08 | $0.09 | ||
| Q1 24 | $-0.06 | $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 | $69.5M | $474.7M |
| 总债务越低越好 | $216.8M | — |
| 股东权益账面价值 | $180.6M | $154.7M |
| 总资产 | $704.6M | $1.7B |
| 负债/权益比越低杠杆越低 | 1.20× | — |
8季度趋势，按日历期对齐
现金及短期投资LSAKRPD
| Q4 25 | $69.5M | $474.7M | ||
| Q3 25 | $72.2M | $407.1M | ||
| Q2 25 | $76.5M | $511.7M | ||
| Q1 25 | $71.0M | $493.5M | ||
| Q4 24 | $60.6M | $521.7M | ||
| Q3 24 | $49.7M | $443.7M | ||
| Q2 24 | $59.1M | $442.6M | ||
| Q1 24 | $55.2M | $411.7M |
总债务LSAKRPD
| Q4 25 | $216.8M | — | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | — | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $143.2M | — | ||
| Q1 24 | $135.7M | — |
股东权益LSAKRPD
| Q4 25 | $180.6M | $154.7M | ||
| Q3 25 | $170.4M | $127.2M | ||
| Q2 25 | $161.6M | $90.4M | ||
| Q1 25 | $185.2M | $52.7M | ||
| Q4 24 | $193.3M | $17.7M | ||
| Q3 24 | $184.2M | $-5.1M | ||
| Q2 24 | $175.9M | $-52.6M | ||
| Q1 24 | $173.1M | $-86.4M |
总资产LSAKRPD
| Q4 25 | $704.6M | $1.7B | ||
| Q3 25 | $652.9M | $1.7B | ||
| Q2 25 | $653.7M | $1.6B | ||
| Q1 25 | $649.2M | $1.6B | ||
| Q4 24 | $640.6M | $1.7B | ||
| Q3 24 | $551.9M | $1.6B | ||
| Q2 24 | $558.5M | $1.5B | ||
| Q1 24 | $551.5M | $1.5B |
负债/权益比LSAKRPD
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.81× | — | ||
| Q1 24 | 0.78× | — |
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 | $-10.9M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $36.4M |
| 自由现金流率自由现金流/营收 | -8.3% | 16.8% |
| 资本支出强度资本支出/营收 | 2.2% | 0.5% |
| 现金转化率经营现金流/净利润 | -2.99× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $146.2M |
8季度趋势，按日历期对齐
经营现金流LSAKRPD
| Q4 25 | $-10.9M | $37.6M | ||
| Q3 25 | $8.9M | $39.0M | ||
| Q2 25 | $-9.1M | $47.5M | ||
| Q1 25 | $10.7M | $29.8M | ||
| Q4 24 | $-9.2M | $63.8M | ||
| Q3 24 | $-4.1M | $44.0M | ||
| Q2 24 | $5.7M | $32.9M | ||
| Q1 24 | $19.2M | $31.1M |
自由现金流LSAKRPD
| Q4 25 | $-14.8M | $36.4M | ||
| Q3 25 | $4.9M | $34.8M | ||
| Q2 25 | $-13.2M | $46.6M | ||
| Q1 25 | $7.8M | $28.4M | ||
| Q4 24 | $-15.5M | $62.6M | ||
| Q3 24 | $-8.1M | $42.6M | ||
| Q2 24 | $937.0K | $32.6M | ||
| Q1 24 | $16.2M | $30.4M |
自由现金流率LSAKRPD
| Q4 25 | -8.3% | 16.8% | ||
| Q3 25 | 2.9% | 16.0% | ||
| Q2 25 | -7.8% | 21.8% | ||
| Q1 25 | 4.9% | 13.5% | ||
| Q4 24 | -8.8% | 28.9% | ||
| Q3 24 | -5.3% | 19.9% | ||
| Q2 24 | 0.6% | 15.7% | ||
| Q1 24 | 11.7% | 14.8% |
资本支出强度LSAKRPD
| Q4 25 | 2.2% | 0.5% | ||
| Q3 25 | 2.3% | 1.9% | ||
| Q2 25 | 2.4% | 0.4% | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 3.6% | 0.5% | ||
| Q3 24 | 2.6% | 0.6% | ||
| Q2 24 | 3.2% | 0.1% | ||
| Q1 24 | 2.1% | 0.3% |
现金转化率LSAKRPD
| Q4 25 | -2.99× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 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
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 1% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
