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NETSCOUT SYSTEMS INC（NTCT）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
NETSCOUT SYSTEMS INC的季度营收约是BRC Group Holdings, Inc.的1.3倍（$250.7M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs 22.0%，领先25.9%），NETSCOUT SYSTEMS INC同比增速更快（-0.5% vs -21.9%），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% vs -15.4%）
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
NTCT vs RILY — 直观对比
营收规模更大
NTCT
是对方的1.3倍
$188.3M
营收增速更快
NTCT
高出21.3%
-21.9%
净利率更高
RILY
高出25.9%
22.0%
两年增速更快
NTCT
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $250.7M | $188.3M |
| 净利润 | $55.1M | $90.3M |
| 毛利率 | 81.6% | 79.5% |
| 营业利润率 | 25.7% | 32.3% |
| 净利率 | 22.0% | 47.9% |
| 营收同比 | -0.5% | -21.9% |
| 净利润同比 | 13.0% | 1710.8% |
| 每股收益（稀释后） | $0.75 | $2.78 |
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NTCTRILY
| Q4 25 | $250.7M | $188.3M | ||
| Q3 25 | $219.0M | $215.3M | ||
| Q2 25 | $186.7M | $188.2M | ||
| Q1 25 | $205.0M | $197.2M | ||
| Q4 24 | $252.0M | $241.0M | ||
| Q3 24 | $191.1M | $225.5M | ||
| Q2 24 | $174.6M | $256.0M | ||
| Q1 24 | $203.4M | $263.4M |
净利润NTCTRILY
| Q4 25 | $55.1M | $90.3M | ||
| Q3 25 | $25.8M | $91.1M | ||
| Q2 25 | $-3.7M | $139.5M | ||
| Q1 25 | $18.6M | $-10.0M | ||
| Q4 24 | $48.8M | $-5.6M | ||
| Q3 24 | $9.0M | $-284.4M | ||
| Q2 24 | $-443.4M | $-433.6M | ||
| Q1 24 | $-32.4M | $-49.2M |
毛利率NTCTRILY
| Q4 25 | 81.6% | 79.5% | ||
| Q3 25 | 80.1% | 83.7% | ||
| Q2 25 | 76.7% | 81.3% | ||
| Q1 25 | 77.7% | 81.4% | ||
| Q4 24 | 81.5% | 79.8% | ||
| Q3 24 | 78.0% | 82.1% | ||
| Q2 24 | 74.6% | 84.5% | ||
| Q1 24 | 75.3% | 85.3% |
营业利润率NTCTRILY
| Q4 25 | 25.7% | 32.3% | ||
| Q3 25 | 14.8% | 30.4% | ||
| Q2 25 | -3.5% | 5.7% | ||
| Q1 25 | 9.7% | -31.2% | ||
| Q4 24 | 24.5% | -69.2% | ||
| Q3 24 | 7.4% | -36.4% | ||
| Q2 24 | -265.4% | -90.8% | ||
| Q1 24 | -18.2% | -6.1% |
净利率NTCTRILY
| Q4 25 | 22.0% | 47.9% | ||
| Q3 25 | 11.8% | 42.3% | ||
| Q2 25 | -2.0% | 74.1% | ||
| Q1 25 | 9.1% | -5.1% | ||
| Q4 24 | 19.4% | -2.3% | ||
| Q3 24 | 4.7% | -126.1% | ||
| Q2 24 | -254.0% | -169.4% | ||
| Q1 24 | -15.9% | -18.7% |
每股收益（稀释后）NTCTRILY
| Q4 25 | $0.75 | $2.78 | ||
| Q3 25 | $0.35 | $2.91 | ||
| Q2 25 | $-0.05 | $4.50 | ||
| Q1 25 | $0.28 | $-0.39 | ||
| Q4 24 | $0.67 | $-0.01 | ||
| Q3 24 | $0.13 | $-9.39 | ||
| Q2 24 | $-6.20 | $-14.35 | ||
| Q1 24 | $-0.43 | $-1.71 |
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 | $540.6M | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $1.6B | $-171.5M |
| 总资产 | $2.3B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资NTCTRILY
| Q4 25 | $540.6M | $226.6M | ||
| Q3 25 | $483.4M | $184.2M | ||
| Q2 25 | $489.6M | $267.4M | ||
| Q1 25 | $457.4M | $138.3M | ||
| Q4 24 | $398.4M | $146.9M | ||
| Q3 24 | $363.4M | $159.2M | ||
| Q2 24 | $362.2M | $236.9M | ||
| Q1 24 | $389.7M | $190.7M |
总债务NTCTRILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益NTCTRILY
| Q4 25 | $1.6B | $-171.5M | ||
| Q3 25 | $1.6B | $-260.5M | ||
| Q2 25 | $1.5B | $-351.7M | ||
| Q1 25 | $1.6B | $-496.8M | ||
| Q4 24 | $1.5B | $-488.2M | ||
| Q3 24 | $1.5B | $-497.6M | ||
| Q2 24 | $1.4B | $-218.3M | ||
| Q1 24 | $1.9B | $228.4M |
总资产NTCTRILY
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.1B | $3.2B | ||
| Q1 24 | $2.6B | $5.0B |
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 | $62.1M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $59.3M | — |
| 自由现金流率自由现金流/营收 | 23.6% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 1.13× | 0.29× |
| 过去12个月自由现金流最近4个季度 | $275.5M | — |
8季度趋势，按日历期对齐
经营现金流NTCTRILY
| Q4 25 | $62.1M | $26.2M | ||
| Q3 25 | $6.7M | $-60.6M | ||
| Q2 25 | $73.6M | $-25.6M | ||
| Q1 25 | $141.5M | $184.0K | ||
| Q4 24 | $41.5M | $-2.7M | ||
| Q3 24 | $-3.7M | $19.5M | ||
| Q2 24 | $38.4M | $111.5M | ||
| Q1 24 | $93.6M | $135.4M |
自由现金流NTCTRILY
| Q4 25 | $59.3M | — | ||
| Q3 25 | $4.4M | — | ||
| Q2 25 | $71.7M | — | ||
| Q1 25 | $140.1M | — | ||
| Q4 24 | $39.6M | — | ||
| Q3 24 | $-4.6M | — | ||
| Q2 24 | $37.2M | — | ||
| Q1 24 | $92.0M | — |
自由现金流率NTCTRILY
| Q4 25 | 23.6% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 38.4% | — | ||
| Q1 25 | 68.4% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | -2.4% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 45.2% | — |
资本支出强度NTCTRILY
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 0.8% | — |
现金转化率NTCTRILY
| Q4 25 | 1.13× | 0.29× | ||
| Q3 25 | 0.26× | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | 7.60× | — | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | -0.41× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
