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Rubrik, Inc.（RBRK）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是Rubrik, Inc.的4.5倍（$1.6B vs $350.2M），Atlassian Corp净利率更高（-2.7% vs -18.2%，领先15.5%），Rubrik, Inc.同比增速更快（48.3% vs 23.3%），Atlassian Corp自由现金流更多（$168.5M vs $80.7M）
Rubrik是总部位于美国加利福尼亚州帕洛阿尔托的云数据管理与数据安全企业，成立于2014年1月，专注于为客户提供云环境下的数据管理、安全防护相关解决方案，2024年4月在纽约证券交易所上市。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
RBRK vs TEAM — 直观对比
营收规模更大
TEAM
是对方的4.5倍
$350.2M
营收增速更快
RBRK
高出25.0%
23.3%
净利率更高
TEAM
高出15.5%
-18.2%
自由现金流更多
TEAM
多$87.8M
$80.7M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $350.2M | $1.6B |
| 净利润 | $-63.8M | $-42.6M |
| 毛利率 | 80.5% | 85.0% |
| 营业利润率 | -21.6% | -3.0% |
| 净利率 | -18.2% | -2.7% |
| 营收同比 | 48.3% | 23.3% |
| 净利润同比 | 51.2% | -11.6% |
| 每股收益（稀释后） | $-0.32 | $-0.16 |
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RBRKTEAM
| Q4 25 | $350.2M | $1.6B | ||
| Q3 25 | $309.9M | $1.4B | ||
| Q2 25 | $278.5M | $1.4B | ||
| Q1 25 | $258.1M | $1.4B | ||
| Q4 24 | $236.2M | $1.3B | ||
| Q3 24 | $205.0M | $1.2B | ||
| Q2 24 | $187.3M | — | ||
| Q1 24 | — | $1.2B |
净利润RBRKTEAM
| Q4 25 | $-63.8M | $-42.6M | ||
| Q3 25 | $-95.9M | $-51.9M | ||
| Q2 25 | $-102.1M | $-23.9M | ||
| Q1 25 | $-114.9M | $-70.8M | ||
| Q4 24 | $-130.9M | $-38.2M | ||
| Q3 24 | $-176.9M | $-123.8M | ||
| Q2 24 | $-732.1M | — | ||
| Q1 24 | — | $12.8M |
毛利率RBRKTEAM
| Q4 25 | 80.5% | 85.0% | ||
| Q3 25 | 79.5% | 82.0% | ||
| Q2 25 | 78.3% | 83.1% | ||
| Q1 25 | 77.4% | 83.8% | ||
| Q4 24 | 76.2% | 82.7% | ||
| Q3 24 | 73.1% | 81.7% | ||
| Q2 24 | 48.8% | — | ||
| Q1 24 | — | 82.1% |
营业利润率RBRKTEAM
| Q4 25 | -21.6% | -3.0% | ||
| Q3 25 | -30.5% | -6.7% | ||
| Q2 25 | -33.4% | -2.1% | ||
| Q1 25 | -45.0% | -0.9% | ||
| Q4 24 | -52.8% | -4.5% | ||
| Q3 24 | -82.1% | -2.7% | ||
| Q2 24 | -387.0% | — | ||
| Q1 24 | — | 1.5% |
净利率RBRKTEAM
| Q4 25 | -18.2% | -2.7% | ||
| Q3 25 | -31.0% | -3.6% | ||
| Q2 25 | -36.7% | -1.7% | ||
| Q1 25 | -44.5% | -5.2% | ||
| Q4 24 | -55.4% | -3.0% | ||
| Q3 24 | -86.3% | -10.4% | ||
| Q2 24 | -390.8% | — | ||
| Q1 24 | — | 1.1% |
每股收益（稀释后）RBRKTEAM
| Q4 25 | $-0.32 | $-0.16 | ||
| Q3 25 | $-0.49 | $-0.20 | ||
| Q2 25 | $-0.53 | $-0.08 | ||
| Q1 25 | $5.69 | $-0.27 | ||
| Q4 24 | $-0.71 | $-0.15 | ||
| Q3 24 | $-0.98 | $-0.48 | ||
| Q2 24 | $-11.48 | — | ||
| Q1 24 | — | $0.05 |
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 | $307.1M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-524.4M | $1.6B |
| 总资产 | $2.5B | $6.2B |
| 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RBRKTEAM
| Q4 25 | $307.1M | $1.6B | ||
| Q3 25 | $322.7M | $2.8B | ||
| Q2 25 | $284.0M | $2.9B | ||
| Q1 25 | $186.3M | $3.0B | ||
| Q4 24 | $103.9M | $2.5B | ||
| Q3 24 | $142.3M | $2.2B | ||
| Q2 24 | $502.6M | — | ||
| Q1 24 | — | $2.1B |
股东权益RBRKTEAM
| Q4 25 | $-524.4M | $1.6B | ||
| Q3 25 | $-564.3M | $1.4B | ||
| Q2 25 | $-556.5M | $1.3B | ||
| Q1 25 | $-553.7M | $1.4B | ||
| Q4 24 | $-521.1M | $1.2B | ||
| Q3 24 | $-499.3M | $1.0B | ||
| Q2 24 | $-514.6M | — | ||
| Q1 24 | — | $1.1B |
总资产RBRKTEAM
| Q4 25 | $2.5B | $6.2B | ||
| Q3 25 | $2.4B | $5.7B | ||
| Q2 25 | $1.5B | $6.0B | ||
| Q1 25 | $1.4B | $5.9B | ||
| Q4 24 | $1.3B | $5.4B | ||
| Q3 24 | $1.2B | $5.0B | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | — | $5.1B |
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 | $85.5M | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $80.7M | $168.5M |
| 自由现金流率自由现金流/营收 | 23.1% | 10.6% |
| 资本支出强度资本支出/营收 | 1.4% | 0.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $256.8M | $1.3B |
8季度趋势，按日历期对齐
经营现金流RBRKTEAM
| Q4 25 | $85.5M | $177.8M | ||
| Q3 25 | $64.7M | $128.7M | ||
| Q2 25 | $39.7M | $375.3M | ||
| Q1 25 | $83.6M | $652.7M | ||
| Q4 24 | $23.1M | $351.9M | ||
| Q3 24 | $-27.1M | $80.5M | ||
| Q2 24 | $-31.4M | — | ||
| Q1 24 | — | $565.4M |
自由现金流RBRKTEAM
| Q4 25 | $80.7M | $168.5M | ||
| Q3 25 | $61.2M | $114.6M | ||
| Q2 25 | $36.8M | $360.3M | ||
| Q1 25 | $78.0M | $638.3M | ||
| Q4 24 | $18.0M | $342.6M | ||
| Q3 24 | $-29.7M | $74.3M | ||
| Q2 24 | $-35.0M | — | ||
| Q1 24 | — | $554.9M |
自由现金流率RBRKTEAM
| Q4 25 | 23.1% | 10.6% | ||
| Q3 25 | 19.8% | 8.0% | ||
| Q2 25 | 13.2% | 26.0% | ||
| Q1 25 | 30.2% | 47.0% | ||
| Q4 24 | 7.6% | 26.6% | ||
| Q3 24 | -14.5% | 6.3% | ||
| Q2 24 | -18.7% | — | ||
| Q1 24 | — | 46.7% |
资本支出强度RBRKTEAM
| Q4 25 | 1.4% | 0.6% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.0% | 1.1% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 2.1% | 0.7% | ||
| Q3 24 | 1.3% | 0.5% | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | — | 0.9% |
现金转化率RBRKTEAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 44.34× |
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
RBRK
| Subscription And Circulation | $336.4M | 96% |
| Other | $12.3M | 4% |
| Software And Services | $4.9M | 1% |
| Maintenance | $1.5M | 0% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
