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OPPENHEIMER HOLDINGS INC（OPY）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
Rackspace Technology, Inc.的季度营收约是OPPENHEIMER HOLDINGS INC的1.4倍（$682.8M vs $472.6M），OPPENHEIMER HOLDINGS INC净利率更高（15.7% vs -4.8%，领先20.5%），OPPENHEIMER HOLDINGS INC同比增速更快（25.9% vs -0.4%），OPPENHEIMER HOLDINGS INC自由现金流更多（$183.6M vs $56.0M），过去两年OPPENHEIMER HOLDINGS INC的营收复合增速更高（15.7% vs -0.6%）
奥本海默控股是一家美国跨国独立投资银行与金融服务企业，面向全球客户提供投资银行、财务咨询、资本市场、资产管理及财富管理等相关产品与服务，目前总部设于纽约市宽街85号。
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。
OPY vs RXT — 直观对比
营收规模更大
RXT
是对方的1.4倍
$472.6M
营收增速更快
OPY
高出26.3%
-0.4%
净利率更高
OPY
高出20.5%
-4.8%
自由现金流更多
OPY
多$127.6M
$56.0M
两年增速更快
OPY
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.6M | $682.8M |
| 净利润 | $74.4M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 22.4% | -0.5% |
| 净利率 | 15.7% | -4.8% |
| 营收同比 | 25.9% | -0.4% |
| 净利润同比 | 593.1% | 41.6% |
| 每股收益（稀释后） | $6.51 | $-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OPYRXT
| Q4 25 | $472.6M | $682.8M | ||
| Q3 25 | $424.4M | $671.2M | ||
| Q2 25 | $373.2M | $666.3M | ||
| Q1 25 | $367.8M | $665.4M | ||
| Q4 24 | $375.4M | $685.6M | ||
| Q3 24 | $373.4M | $675.8M | ||
| Q2 24 | $330.6M | $684.9M | ||
| Q1 24 | $353.1M | $690.8M |
净利润OPYRXT
| Q4 25 | $74.4M | $-32.7M | ||
| Q3 25 | $21.7M | $-67.1M | ||
| Q2 25 | $21.7M | $-54.5M | ||
| Q1 25 | $30.7M | $-71.5M | ||
| Q4 24 | $10.7M | $-56.0M | ||
| Q3 24 | $24.5M | $-186.6M | ||
| Q2 24 | $10.3M | $25.0M | ||
| Q1 24 | $26.1M | $-640.6M |
毛利率OPYRXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率OPYRXT
| Q4 25 | 22.4% | -0.5% | ||
| Q3 25 | 7.5% | -5.1% | ||
| Q2 25 | 8.6% | -3.8% | ||
| Q1 25 | 11.2% | -5.8% | ||
| Q4 24 | 4.5% | -4.2% | ||
| Q3 24 | 9.5% | -25.7% | ||
| Q2 24 | 4.8% | -7.9% | ||
| Q1 24 | 10.6% | -94.5% |
净利率OPYRXT
| Q4 25 | 15.7% | -4.8% | ||
| Q3 25 | 5.1% | -10.0% | ||
| Q2 25 | 5.8% | -8.2% | ||
| Q1 25 | 8.3% | -10.7% | ||
| Q4 24 | 2.9% | -8.2% | ||
| Q3 24 | 6.6% | -27.6% | ||
| Q2 24 | 3.1% | 3.7% | ||
| Q1 24 | 7.4% | -92.7% |
每股收益（稀释后）OPYRXT
| Q4 25 | $6.51 | $-0.13 | ||
| Q3 25 | $1.90 | $-0.28 | ||
| Q2 25 | $1.91 | $-0.23 | ||
| Q1 25 | $2.72 | $-0.31 | ||
| Q4 24 | $0.92 | $-0.20 | ||
| Q3 24 | $2.16 | $-0.82 | ||
| Q2 24 | $0.92 | $0.11 | ||
| Q1 24 | $2.37 | $-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 | $38.4M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $983.8M | $-1.2B |
| 总资产 | $3.7B | $2.8B |
| 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OPYRXT
| Q4 25 | $38.4M | $105.8M | ||
| Q3 25 | $38.3M | $99.5M | ||
| Q2 25 | $37.6M | $103.9M | ||
| Q1 25 | $36.7M | $128.0M | ||
| Q4 24 | $33.1M | $144.0M | ||
| Q3 24 | $32.2M | $157.1M | ||
| Q2 24 | $33.2M | $190.2M | ||
| Q1 24 | $27.7M | $282.6M |
总债务OPYRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $0 | $2.8B | ||
| Q3 24 | $112.8M | $2.8B | ||
| Q2 24 | $112.8M | $2.9B | ||
| Q1 24 | $112.7M | $3.0B |
股东权益OPYRXT
| Q4 25 | $983.8M | $-1.2B | ||
| Q3 25 | $920.3M | $-1.2B | ||
| Q2 25 | $896.9M | $-1.1B | ||
| Q1 25 | $872.3M | $-1.1B | ||
| Q4 24 | $850.4M | $-1.0B | ||
| Q3 24 | $837.8M | $-949.7M | ||
| Q2 24 | $812.1M | $-756.2M | ||
| Q1 24 | $801.5M | $-787.2M |
总资产OPYRXT
| Q4 25 | $3.7B | $2.8B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.6B | $3.0B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.3B | $3.4B | ||
| Q1 24 | $3.3B | $3.5B |
负债/权益比OPYRXT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.14× | — |
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 | $188.8M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $183.6M | $56.0M |
| 自由现金流率自由现金流/营收 | 38.8% | 8.2% |
| 资本支出强度资本支出/营收 | 1.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.54× | — |
| 过去12个月自由现金流最近4个季度 | $191.3M | $90.6M |
8季度趋势，按日历期对齐
经营现金流OPYRXT
| Q4 25 | $188.8M | $59.7M | ||
| Q3 25 | $63.4M | $70.7M | ||
| Q2 25 | $40.1M | $8.4M | ||
| Q1 25 | $-91.7M | $12.6M | ||
| Q4 24 | $-108.2M | $54.3M | ||
| Q3 24 | $11.4M | $51.8M | ||
| Q2 24 | $-115.3M | $24.1M | ||
| Q1 24 | $-79.0M | $-90.3M |
自由现金流OPYRXT
| Q4 25 | $183.6M | $56.0M | ||
| Q3 25 | $62.2M | $42.7M | ||
| Q2 25 | $38.9M | $-12.4M | ||
| Q1 25 | $-93.4M | $4.3M | ||
| Q4 24 | $-113.3M | $34.4M | ||
| Q3 24 | $11.2M | $27.3M | ||
| Q2 24 | $-116.7M | $-14.5M | ||
| Q1 24 | $-79.3M | $-118.4M |
自由现金流率OPYRXT
| Q4 25 | 38.8% | 8.2% | ||
| Q3 25 | 14.7% | 6.4% | ||
| Q2 25 | 10.4% | -1.9% | ||
| Q1 25 | -25.4% | 0.6% | ||
| Q4 24 | -30.2% | 5.0% | ||
| Q3 24 | 3.0% | 4.0% | ||
| Q2 24 | -35.3% | -2.1% | ||
| Q1 24 | -22.5% | -17.1% |
资本支出强度OPYRXT
| Q4 25 | 1.1% | 0.5% | ||
| Q3 25 | 0.3% | 4.2% | ||
| Q2 25 | 0.3% | 3.1% | ||
| Q1 25 | 0.5% | 1.2% | ||
| Q4 24 | 1.4% | 2.9% | ||
| Q3 24 | 0.1% | 3.6% | ||
| Q2 24 | 0.4% | 5.6% | ||
| Q1 24 | 0.1% | 4.1% |
现金转化率OPYRXT
| Q4 25 | 2.54× | — | ||
| Q3 25 | 2.92× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | -2.99× | — | ||
| Q4 24 | -10.08× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | -11.23× | 0.96× | ||
| Q1 24 | -3.03× | — |
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
OPY
| Advisory Fees | $166.6M | 35% |
| Capital Markets Segment | $155.5M | 33% |
| Other | $57.2M | 12% |
| Commissions From Sales And Trading | $52.9M | 11% |
| Bank Deposit Sweep Income | $27.7M | 6% |
| Mutual Fund Income | $8.9M | 2% |
| Investment Banking Capital Markets | $3.3M | 1% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
