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PHIBRO ANIMAL HEALTH CORP(PAHC)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PHIBRO ANIMAL HEALTH CORP的1.8倍($682.8M vs $373.9M),PHIBRO ANIMAL HEALTH CORP净利率更高(7.3% vs -4.8%,领先12.1%),PHIBRO ANIMAL HEALTH CORP同比增速更快(20.9% vs -0.4%),Rackspace Technology, Inc.自由现金流更多($56.0M vs $8.3M),过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高(19.2% vs -0.6%)
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业,主营产品涵盖抗菌药、抗球虫药、驱虫药,以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块,收入主要来源于上述板块,业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
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。
PAHC vs RXT — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $373.9M | $682.8M |
| 净利润 | $27.5M | $-32.7M |
| 毛利率 | 35.5% | 17.6% |
| 营业利润率 | 13.5% | -0.5% |
| 净利率 | 7.3% | -4.8% |
| 营收同比 | 20.9% | -0.4% |
| 净利润同比 | 762.1% | 41.6% |
| 每股收益(稀释后) | $0.67 | $-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
| Q4 25 | $373.9M | $682.8M | ||
| Q3 25 | $363.9M | $671.2M | ||
| Q2 25 | $378.7M | $666.3M | ||
| Q1 25 | $347.8M | $665.4M | ||
| Q4 24 | $309.3M | $685.6M | ||
| Q3 24 | $260.4M | $675.8M | ||
| Q2 24 | $273.2M | $684.9M | ||
| Q1 24 | $263.2M | $690.8M |
| Q4 25 | $27.5M | $-32.7M | ||
| Q3 25 | $26.5M | $-67.1M | ||
| Q2 25 | $17.2M | $-54.5M | ||
| Q1 25 | $20.9M | $-71.5M | ||
| Q4 24 | $3.2M | $-56.0M | ||
| Q3 24 | $7.0M | $-186.6M | ||
| Q2 24 | $752.0K | $25.0M | ||
| Q1 24 | $8.4M | $-640.6M |
| Q4 25 | 35.5% | 17.6% | ||
| Q3 25 | 32.9% | 19.4% | ||
| Q2 25 | 29.0% | 19.4% | ||
| Q1 25 | 30.1% | 19.1% | ||
| Q4 24 | 32.9% | 19.2% | ||
| Q3 24 | 32.1% | 20.3% | ||
| Q2 24 | 31.9% | 19.2% | ||
| Q1 24 | 30.2% | 19.2% |
| Q4 25 | 13.5% | -0.5% | ||
| Q3 25 | 14.1% | -5.1% | ||
| Q2 25 | 8.9% | -3.8% | ||
| Q1 25 | 9.6% | -5.8% | ||
| Q4 24 | 8.3% | -4.2% | ||
| Q3 24 | 6.8% | -25.7% | ||
| Q2 24 | 6.7% | -7.9% | ||
| Q1 24 | 7.6% | -94.5% |
| Q4 25 | 7.3% | -4.8% | ||
| Q3 25 | 7.3% | -10.0% | ||
| Q2 25 | 4.5% | -8.2% | ||
| Q1 25 | 6.0% | -10.7% | ||
| Q4 24 | 1.0% | -8.2% | ||
| Q3 24 | 2.7% | -27.6% | ||
| Q2 24 | 0.3% | 3.7% | ||
| Q1 24 | 3.2% | -92.7% |
| Q4 25 | $0.67 | $-0.13 | ||
| Q3 25 | $0.65 | $-0.28 | ||
| Q2 25 | $0.43 | $-0.23 | ||
| Q1 25 | $0.51 | $-0.31 | ||
| Q4 24 | $0.08 | $-0.20 | ||
| Q3 24 | $0.17 | $-0.82 | ||
| Q2 24 | $0.02 | $0.11 | ||
| Q1 24 | $0.21 | $-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 | $74.5M | $105.8M |
| 总债务越低越好 | $624.2M | $2.7B |
| 股东权益账面价值 | $332.4M | $-1.2B |
| 总资产 | $1.4B | $2.8B |
| 负债/权益比越低杠杆越低 | 1.88× | — |
8季度趋势,按日历期对齐
| Q4 25 | $74.5M | $105.8M | ||
| Q3 25 | $85.3M | $99.5M | ||
| Q2 25 | $77.0M | $103.9M | ||
| Q1 25 | $70.4M | $128.0M | ||
| Q4 24 | $67.1M | $144.0M | ||
| Q3 24 | $89.8M | $157.1M | ||
| Q2 24 | $114.6M | $190.2M | ||
| Q1 24 | $98.7M | $282.6M |
| Q4 25 | $624.2M | $2.7B | ||
| Q3 25 | $628.0M | $2.8B | ||
| Q2 25 | $631.7M | $2.8B | ||
| Q1 25 | $635.4M | $2.8B | ||
| Q4 24 | $639.1M | $2.8B | ||
| Q3 24 | $295.2M | $2.8B | ||
| Q2 24 | $312.1M | $2.9B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $332.4M | $-1.2B | ||
| Q3 25 | $311.7M | $-1.2B | ||
| Q2 25 | $285.7M | $-1.1B | ||
| Q1 25 | $266.0M | $-1.1B | ||
| Q4 24 | $246.8M | $-1.0B | ||
| Q3 24 | $258.5M | $-949.7M | ||
| Q2 24 | $256.6M | $-756.2M | ||
| Q1 24 | $270.1M | $-787.2M |
| Q4 25 | $1.4B | $2.8B | ||
| Q3 25 | $1.4B | $2.8B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.3B | $3.1B | ||
| Q3 24 | $966.3M | $3.1B | ||
| Q2 24 | $982.2M | $3.4B | ||
| Q1 24 | $979.0M | $3.5B |
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | — | — |
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 | $19.4M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $56.0M |
| 自由现金流率自由现金流/营收 | 2.2% | 8.2% |
| 资本支出强度资本支出/营收 | 3.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.70× | — |
| 过去12个月自由现金流最近4个季度 | $47.3M | $90.6M |
8季度趋势,按日历期对齐
| Q4 25 | $19.4M | $59.7M | ||
| Q3 25 | $9.3M | $70.7M | ||
| Q2 25 | $21.3M | $8.4M | ||
| Q1 25 | $43.2M | $12.6M | ||
| Q4 24 | $3.1M | $54.3M | ||
| Q3 24 | $12.6M | $51.8M | ||
| Q2 24 | $28.4M | $24.1M | ||
| Q1 24 | $11.4M | $-90.3M |
| Q4 25 | $8.3M | $56.0M | ||
| Q3 25 | $-4.5M | $42.7M | ||
| Q2 25 | $8.1M | $-12.4M | ||
| Q1 25 | $35.4M | $4.3M | ||
| Q4 24 | $-4.7M | $34.4M | ||
| Q3 24 | $3.0M | $27.3M | ||
| Q2 24 | $15.4M | $-14.5M | ||
| Q1 24 | $1.7M | $-118.4M |
| Q4 25 | 2.2% | 8.2% | ||
| Q3 25 | -1.2% | 6.4% | ||
| Q2 25 | 2.1% | -1.9% | ||
| Q1 25 | 10.2% | 0.6% | ||
| Q4 24 | -1.5% | 5.0% | ||
| Q3 24 | 1.2% | 4.0% | ||
| Q2 24 | 5.6% | -2.1% | ||
| Q1 24 | 0.6% | -17.1% |
| Q4 25 | 3.0% | 0.5% | ||
| Q3 25 | 3.8% | 4.2% | ||
| Q2 25 | 3.5% | 3.1% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 4.8% | 5.6% | ||
| Q1 24 | 3.7% | 4.1% |
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 2.07× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 1.81× | — | ||
| Q2 24 | 37.80× | 0.96× | ||
| Q1 24 | 1.36× | — |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |