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诺信(NDSN)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
诺信的季度营收约是Rackspace Technology, Inc.的1.1倍($751.8M vs $682.8M),诺信净利率更高(20.2% vs -4.8%,领先25.0%),诺信同比增速更快(1.0% vs -0.4%),诺信自由现金流更多($193.9M vs $56.0M),过去两年诺信的营收复合增速更高(9.0% vs -0.6%)
诺信(Nordson Corporation)是总部位于美国的跨国企业,专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备,同时生产电子元器件检测设备、固化及表面处理技术系统,还布局了医疗设备与组件技术相关业务。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
NDSN vs RXT — 直观对比
营收规模更大
NDSN
是对方的1.1倍
$682.8M
营收增速更快
NDSN
高出1.4%
-0.4%
净利率更高
NDSN
高出25.0%
-4.8%
自由现金流更多
NDSN
多$137.9M
$56.0M
两年增速更快
NDSN
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $751.8M | $682.8M |
| 净利润 | $151.6M | $-32.7M |
| 毛利率 | 56.3% | 17.6% |
| 营业利润率 | 28.5% | -0.5% |
| 净利率 | 20.2% | -4.8% |
| 营收同比 | 1.0% | -0.4% |
| 净利润同比 | 24.1% | 41.6% |
| 每股收益(稀释后) | $2.67 | $-0.13 |
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
NDSN
RXT
| Q4 25 | $751.8M | $682.8M | ||
| Q3 25 | $741.5M | $671.2M | ||
| Q2 25 | $682.9M | $666.3M | ||
| Q1 25 | $615.4M | $665.4M | ||
| Q4 24 | $744.5M | $685.6M | ||
| Q3 24 | $661.6M | $675.8M | ||
| Q2 24 | $650.6M | $684.9M | ||
| Q1 24 | $633.2M | $690.8M |
净利润
NDSN
RXT
| Q4 25 | $151.6M | $-32.7M | ||
| Q3 25 | $125.8M | $-67.1M | ||
| Q2 25 | $112.4M | $-54.5M | ||
| Q1 25 | $94.7M | $-71.5M | ||
| Q4 24 | $122.2M | $-56.0M | ||
| Q3 24 | $117.3M | $-186.6M | ||
| Q2 24 | $118.2M | $25.0M | ||
| Q1 24 | $109.6M | $-640.6M |
毛利率
NDSN
RXT
| Q4 25 | 56.3% | 17.6% | ||
| Q3 25 | 54.8% | 19.4% | ||
| Q2 25 | 54.7% | 19.4% | ||
| Q1 25 | 54.6% | 19.1% | ||
| Q4 24 | 54.1% | 19.2% | ||
| Q3 24 | 55.8% | 20.3% | ||
| Q2 24 | 56.2% | 19.2% | ||
| Q1 24 | 55.0% | 19.2% |
营业利润率
NDSN
RXT
| Q4 25 | 28.5% | -0.5% | ||
| Q3 25 | 25.3% | -5.1% | ||
| Q2 25 | 24.7% | -3.8% | ||
| Q1 25 | 22.9% | -5.8% | ||
| Q4 24 | 24.0% | -4.2% | ||
| Q3 24 | 25.3% | -25.7% | ||
| Q2 24 | 25.9% | -7.9% | ||
| Q1 24 | 25.2% | -94.5% |
净利率
NDSN
RXT
| Q4 25 | 20.2% | -4.8% | ||
| Q3 25 | 17.0% | -10.0% | ||
| Q2 25 | 16.5% | -8.2% | ||
| Q1 25 | 15.4% | -10.7% | ||
| Q4 24 | 16.4% | -8.2% | ||
| Q3 24 | 17.7% | -27.6% | ||
| Q2 24 | 18.2% | 3.7% | ||
| Q1 24 | 17.3% | -92.7% |
每股收益(稀释后)
NDSN
RXT
| Q4 25 | $2.67 | $-0.13 | ||
| Q3 25 | $2.22 | $-0.28 | ||
| Q2 25 | $1.97 | $-0.23 | ||
| Q1 25 | $1.65 | $-0.31 | ||
| Q4 24 | $2.12 | $-0.20 | ||
| Q3 24 | $2.04 | $-0.82 | ||
| Q2 24 | $2.05 | $0.11 | ||
| Q1 24 | $1.90 | $-2.91 |
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 | $108.4M | $105.8M |
| 总债务越低越好 | $2.0B | $2.7B |
| 股东权益账面价值 | $3.0B | $-1.2B |
| 总资产 | $5.9B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势,按日历期对齐
现金及短期投资
NDSN
RXT
| Q4 25 | $108.4M | $105.8M | ||
| Q3 25 | $147.8M | $99.5M | ||
| Q2 25 | $130.2M | $103.9M | ||
| Q1 25 | $130.4M | $128.0M | ||
| Q4 24 | $116.0M | $144.0M | ||
| Q3 24 | $165.3M | $157.1M | ||
| Q2 24 | $125.4M | $190.2M | ||
| Q1 24 | $136.2M | $282.6M |
总债务
NDSN
RXT
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.2B | $2.8B | ||
| Q1 25 | $2.2B | $2.8B | ||
| Q4 24 | $2.2B | $2.8B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.6B | $3.0B |
股东权益
NDSN
RXT
| Q4 25 | $3.0B | $-1.2B | ||
| Q3 25 | $3.0B | $-1.2B | ||
| Q2 25 | $3.0B | $-1.1B | ||
| Q1 25 | $2.9B | $-1.1B | ||
| Q4 24 | $2.9B | $-1.0B | ||
| Q3 24 | $2.9B | $-949.7M | ||
| Q2 24 | $2.8B | $-756.2M | ||
| Q1 24 | $2.7B | $-787.2M |
总资产
NDSN
RXT
| Q4 25 | $5.9B | $2.8B | ||
| Q3 25 | $6.0B | $2.8B | ||
| Q2 25 | $6.1B | $2.9B | ||
| Q1 25 | $5.9B | $3.0B | ||
| Q4 24 | $6.0B | $3.1B | ||
| Q3 24 | $5.2B | $3.1B | ||
| Q2 24 | $5.2B | $3.4B | ||
| Q1 24 | $5.2B | $3.5B |
负债/权益比
NDSN
RXT
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
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 | $202.9M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | $56.0M |
| 自由现金流率自由现金流/营收 | 25.8% | 8.2% |
| 资本支出强度资本支出/营收 | 1.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.34× | — |
| 过去12个月自由现金流最近4个季度 | $661.1M | $90.6M |
8季度趋势,按日历期对齐
经营现金流
NDSN
RXT
| Q4 25 | $202.9M | $59.7M | ||
| Q3 25 | $238.0M | $70.7M | ||
| Q2 25 | $119.2M | $8.4M | ||
| Q1 25 | $159.1M | $12.6M | ||
| Q4 24 | $96.4M | $54.3M | ||
| Q3 24 | $164.8M | $51.8M | ||
| Q2 24 | $122.6M | $24.1M | ||
| Q1 24 | $172.4M | $-90.3M |
自由现金流
NDSN
RXT
| Q4 25 | $193.9M | $56.0M | ||
| Q3 25 | $226.4M | $42.7M | ||
| Q2 25 | $103.1M | $-12.4M | ||
| Q1 25 | $137.7M | $4.3M | ||
| Q4 24 | $75.8M | $34.4M | ||
| Q3 24 | $143.0M | $27.3M | ||
| Q2 24 | $108.2M | $-14.5M | ||
| Q1 24 | $164.8M | $-118.4M |
自由现金流率
NDSN
RXT
| Q4 25 | 25.8% | 8.2% | ||
| Q3 25 | 30.5% | 6.4% | ||
| Q2 25 | 15.1% | -1.9% | ||
| Q1 25 | 22.4% | 0.6% | ||
| Q4 24 | 10.2% | 5.0% | ||
| Q3 24 | 21.6% | 4.0% | ||
| Q2 24 | 16.6% | -2.1% | ||
| Q1 24 | 26.0% | -17.1% |
资本支出强度
NDSN
RXT
| Q4 25 | 1.2% | 0.5% | ||
| Q3 25 | 1.6% | 4.2% | ||
| Q2 25 | 2.3% | 3.1% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | 2.8% | 2.9% | ||
| Q3 24 | 3.3% | 3.6% | ||
| Q2 24 | 2.2% | 5.6% | ||
| Q1 24 | 1.2% | 4.1% |
现金转化率
NDSN
RXT
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.89× | — | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 1.41× | — | ||
| Q2 24 | 1.04× | 0.96× | ||
| Q1 24 | 1.57× | — |
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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |