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BLUE OWL CAPITAL INC.（OWL）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
BLUE OWL CAPITAL INC.的季度营收约是Rackspace Technology, Inc.的1.1倍（$755.6M vs $682.8M），BLUE OWL CAPITAL INC.净利率更高（6.3% vs -4.8%，领先11.1%），BLUE OWL CAPITAL INC.同比增速更快（19.7% vs -0.4%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $56.0M），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% vs -0.6%）
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
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。
OWL vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $755.6M | $682.8M |
| 净利润 | $47.7M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 22.2% | -0.5% |
| 净利率 | 6.3% | -4.8% |
| 营收同比 | 19.7% | -0.4% |
| 净利润同比 | 129.8% | 41.6% |
| 每股收益（稀释后） | $0.07 | $-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
| Q4 25 | $755.6M | $682.8M | ||
| Q3 25 | $728.0M | $671.2M | ||
| Q2 25 | $703.1M | $666.3M | ||
| Q1 25 | $683.5M | $665.4M | ||
| Q4 24 | $631.4M | $685.6M | ||
| Q3 24 | $600.9M | $675.8M | ||
| Q2 24 | $549.8M | $684.9M | ||
| Q1 24 | $513.3M | $690.8M |
| Q4 25 | $47.7M | $-32.7M | ||
| Q3 25 | $6.3M | $-67.1M | ||
| Q2 25 | $17.4M | $-54.5M | ||
| Q1 25 | $7.4M | $-71.5M | ||
| Q4 24 | $20.7M | $-56.0M | ||
| Q3 24 | $29.8M | $-186.6M | ||
| Q2 24 | $33.9M | $25.0M | ||
| Q1 24 | $25.1M | $-640.6M |
| 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% |
| Q4 25 | 22.2% | -0.5% | ||
| Q3 25 | 7.6% | -5.1% | ||
| Q2 25 | 12.0% | -3.8% | ||
| Q1 25 | 5.9% | -5.8% | ||
| Q4 24 | 11.7% | -4.2% | ||
| Q3 24 | 18.7% | -25.7% | ||
| Q2 24 | 28.4% | -7.9% | ||
| Q1 24 | 24.7% | -94.5% |
| Q4 25 | 6.3% | -4.8% | ||
| Q3 25 | 0.9% | -10.0% | ||
| Q2 25 | 2.5% | -8.2% | ||
| Q1 25 | 1.1% | -10.7% | ||
| Q4 24 | 3.3% | -8.2% | ||
| Q3 24 | 5.0% | -27.6% | ||
| Q2 24 | 6.2% | 3.7% | ||
| Q1 24 | 4.9% | -92.7% |
| Q4 25 | $0.07 | $-0.13 | ||
| Q3 25 | $0.01 | $-0.28 | ||
| Q2 25 | $0.02 | $-0.23 | ||
| Q1 25 | $0.00 | $-0.31 | ||
| Q4 24 | $0.06 | $-0.20 | ||
| Q3 24 | $0.04 | $-0.82 | ||
| Q2 24 | $0.06 | $0.11 | ||
| Q1 24 | $0.04 | $-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 | $194.5M | $105.8M |
| 总债务越低越好 | $3.3B | $2.7B |
| 股东权益账面价值 | $2.2B | $-1.2B |
| 总资产 | $12.5B | $2.8B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
| Q4 25 | $194.5M | $105.8M | ||
| Q3 25 | $137.3M | $99.5M | ||
| Q2 25 | $117.6M | $103.9M | ||
| Q1 25 | $97.6M | $128.0M | ||
| Q4 24 | $152.1M | $144.0M | ||
| Q3 24 | $115.9M | $157.1M | ||
| Q2 24 | $436.8M | $190.2M | ||
| Q1 24 | $155.8M | $282.6M |
| Q4 25 | $3.3B | $2.7B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.2B | $2.8B | ||
| Q4 24 | $2.6B | $2.8B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.5B | $2.9B | ||
| Q1 24 | $2.1B | $3.0B |
| Q4 25 | $2.2B | $-1.2B | ||
| Q3 25 | $2.3B | $-1.2B | ||
| Q2 25 | $2.4B | $-1.1B | ||
| Q1 25 | $2.3B | $-1.1B | ||
| Q4 24 | $2.1B | $-1.0B | ||
| Q3 24 | $2.0B | $-949.7M | ||
| Q2 24 | $1.7B | $-756.2M | ||
| Q1 24 | $1.6B | $-787.2M |
| Q4 25 | $12.5B | $2.8B | ||
| Q3 25 | $12.5B | $2.8B | ||
| Q2 25 | $12.3B | $2.9B | ||
| Q1 25 | $12.3B | $3.0B | ||
| Q4 24 | $11.0B | $3.1B | ||
| Q3 24 | $10.8B | $3.1B | ||
| Q2 24 | $9.7B | $3.4B | ||
| Q1 24 | $9.0B | $3.5B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — | ||
| Q1 24 | 1.26× | — |
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 | $382.9M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $359.1M | $56.0M |
| 自由现金流率自由现金流/营收 | 47.5% | 8.2% |
| 资本支出强度资本支出/营收 | 3.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 8.03× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $382.9M | $59.7M | ||
| Q3 25 | $433.1M | $70.7M | ||
| Q2 25 | $422.5M | $8.4M | ||
| Q1 25 | $17.6M | $12.6M | ||
| Q4 24 | $324.0M | $54.3M | ||
| Q3 24 | $326.0M | $51.8M | ||
| Q2 24 | $302.3M | $24.1M | ||
| Q1 24 | $47.2M | $-90.3M |
| Q4 25 | $359.1M | $56.0M | ||
| Q3 25 | $422.5M | $42.7M | ||
| Q2 25 | $412.5M | $-12.4M | ||
| Q1 25 | $4.2M | $4.3M | ||
| Q4 24 | $310.1M | $34.4M | ||
| Q3 24 | $314.8M | $27.3M | ||
| Q2 24 | $269.4M | $-14.5M | ||
| Q1 24 | $41.1M | $-118.4M |
| Q4 25 | 47.5% | 8.2% | ||
| Q3 25 | 58.0% | 6.4% | ||
| Q2 25 | 58.7% | -1.9% | ||
| Q1 25 | 0.6% | 0.6% | ||
| Q4 24 | 49.1% | 5.0% | ||
| Q3 24 | 52.4% | 4.0% | ||
| Q2 24 | 49.0% | -2.1% | ||
| Q1 24 | 8.0% | -17.1% |
| Q4 25 | 3.1% | 0.5% | ||
| Q3 25 | 1.5% | 4.2% | ||
| Q2 25 | 1.4% | 3.1% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 2.2% | 2.9% | ||
| Q3 24 | 1.9% | 3.6% | ||
| Q2 24 | 6.0% | 5.6% | ||
| Q1 24 | 1.2% | 4.1% |
| Q4 25 | 8.03× | — | ||
| Q3 25 | 68.64× | — | ||
| Q2 25 | 24.25× | — | ||
| Q1 25 | 2.37× | — | ||
| Q4 24 | 15.62× | — | ||
| Q3 24 | 10.94× | — | ||
| Q2 24 | 8.91× | 0.96× | ||
| Q1 24 | 1.88× | — |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
