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Ranpak Holdings Corp.（PACK）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是Ranpak Holdings Corp.的1.3倍（$124.5M vs $93.7M），PagerDuty, Inc.同比增速更快（4.7% vs 2.3%），过去两年Ranpak Holdings Corp.的营收复合增速更高（13.7% vs 5.9%）
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
PACK vs PD — 直观对比
营收规模更大
PD
是对方的1.3倍
$93.7M
营收增速更快
PD
高出2.4%
2.3%
两年增速更快
PACK
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $93.7M | $124.5M |
| 净利润 | — | $161.6M |
| 毛利率 | 39.0% | 85.3% |
| 营业利润率 | -1.0% | 6.5% |
| 净利率 | — | 129.7% |
| 营收同比 | 2.3% | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | $-0.11 | $1.69 |
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PACKPD
| Q4 25 | $93.7M | $124.5M | ||
| Q3 25 | $83.6M | $123.4M | ||
| Q2 25 | $77.8M | $119.8M | ||
| Q1 25 | $77.6M | $121.4M | ||
| Q4 24 | $91.6M | $118.9M | ||
| Q3 24 | $78.6M | $115.9M | ||
| Q2 24 | $72.8M | $111.2M | ||
| Q1 24 | $72.5M | $111.1M |
净利润PACKPD
| Q4 25 | — | $161.6M | ||
| Q3 25 | $-10.4M | $9.6M | ||
| Q2 25 | $-7.5M | $-7.2M | ||
| Q1 25 | $-10.9M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $-8.1M | $-10.9M | ||
| Q2 24 | $5.5M | $-17.1M | ||
| Q1 24 | $-8.1M | $-28.2M |
毛利率PACKPD
| Q4 25 | 39.0% | 85.3% | ||
| Q3 25 | 41.1% | 84.6% | ||
| Q2 25 | 37.1% | 84.0% | ||
| Q1 25 | 39.8% | 83.6% | ||
| Q4 24 | 45.2% | 83.0% | ||
| Q3 24 | 43.8% | 82.7% | ||
| Q2 24 | 43.5% | 82.6% | ||
| Q1 24 | 44.6% | 81.7% |
营业利润率PACKPD
| Q4 25 | -1.0% | 6.5% | ||
| Q3 25 | -6.8% | 2.9% | ||
| Q2 25 | -12.5% | -8.6% | ||
| Q1 25 | -10.3% | -9.6% | ||
| Q4 24 | 1.5% | -8.7% | ||
| Q3 24 | -5.3% | -13.8% | ||
| Q2 24 | -7.1% | -19.5% | ||
| Q1 24 | -6.6% | -30.1% |
净利率PACKPD
| Q4 25 | — | 129.7% | ||
| Q3 25 | -12.4% | 7.8% | ||
| Q2 25 | -9.6% | -6.0% | ||
| Q1 25 | -14.0% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | -10.3% | -9.4% | ||
| Q2 24 | 7.6% | -15.4% | ||
| Q1 24 | -11.2% | -25.3% |
每股收益（稀释后）PACKPD
| Q4 25 | $-0.11 | $1.69 | ||
| Q3 25 | $-0.12 | $0.10 | ||
| Q2 25 | $-0.09 | $-0.07 | ||
| Q1 25 | $-0.13 | $-0.12 | ||
| Q4 24 | $-0.13 | $-0.07 | ||
| Q3 24 | $-0.10 | $-0.14 | ||
| Q2 24 | $0.07 | $-0.26 | ||
| Q1 24 | $-0.10 | $-0.34 |
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 | $63.0M | $547.8M |
| 总债务越低越好 | $401.9M | — |
| 股东权益账面价值 | $534.9M | $320.5M |
| 总资产 | $1.1B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.75× | — |
8季度趋势，按日历期对齐
现金及短期投资PACKPD
| Q4 25 | $63.0M | $547.8M | ||
| Q3 25 | $49.9M | $567.9M | ||
| Q2 25 | $49.2M | $597.1M | ||
| Q1 25 | $65.5M | $570.8M | ||
| Q4 24 | $76.1M | $542.2M | ||
| Q3 24 | $69.5M | $599.3M | ||
| Q2 24 | $65.1M | $592.8M | ||
| Q1 24 | $55.1M | $571.2M |
总债务PACKPD
| Q4 25 | $401.9M | — | ||
| Q3 25 | $403.1M | — | ||
| Q2 25 | $403.1M | — | ||
| Q1 25 | $405.2M | $484.5M | ||
| Q4 24 | $406.4M | — | ||
| Q3 24 | $403.2M | — | ||
| Q2 24 | $396.1M | — | ||
| Q1 24 | $396.7M | $489.5M |
股东权益PACKPD
| Q4 25 | $534.9M | $320.5M | ||
| Q3 25 | $537.8M | $180.7M | ||
| Q2 25 | $539.0M | $145.7M | ||
| Q1 25 | $544.1M | $129.8M | ||
| Q4 24 | $548.1M | $111.6M | ||
| Q3 24 | $564.3M | $164.7M | ||
| Q2 24 | $566.2M | $174.0M | ||
| Q1 24 | $560.0M | $171.6M |
总资产PACKPD
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $891.5M | ||
| Q2 25 | $1.1B | $926.8M | ||
| Q1 25 | $1.1B | $927.3M | ||
| Q4 24 | $1.1B | $866.8M | ||
| Q3 24 | $1.1B | $916.0M | ||
| Q2 24 | $1.1B | $924.0M | ||
| Q1 24 | $1.1B | $925.3M |
负债/权益比PACKPD
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.75× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 0.74× | 3.73× | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.71× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.71× | 2.85× |
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 | $19.5M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.1M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | $117.6M |
8季度趋势，按日历期对齐
经营现金流PACKPD
| Q4 25 | $19.5M | $24.8M | ||
| Q3 25 | $8.5M | $34.0M | ||
| Q2 25 | $-3.6M | $30.7M | ||
| Q1 25 | $-1.3M | $31.4M | ||
| Q4 24 | $6.5M | $22.1M | ||
| Q3 24 | $10.1M | $35.8M | ||
| Q2 24 | $19.6M | $28.6M | ||
| Q1 24 | $5.2M | $22.2M |
自由现金流PACKPD
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
自由现金流率PACKPD
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
资本支出强度PACKPD
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
现金转化率PACKPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.56× | — | ||
| 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
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
