vs
ROKU, INC（ROKU）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
ROKU, INC的季度营收约是Rackspace Technology, Inc.的1.8倍（$1.2B vs $682.8M），ROKU, INC净利率更高（-2.2% vs -4.8%，领先2.6%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $56.0M），过去两年ROKU, INC的营收复合增速更高（13.6% vs -0.6%）
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
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。
ROKU vs RXT — 直观对比
营收规模更大
ROKU
是对方的1.8倍
$682.8M
营收增速更快
RXT
高出17.9%
-18.3%
净利率更高
ROKU
高出2.6%
-4.8%
自由现金流更多
ROKU
多$242.4M
$56.0M
两年增速更快
ROKU
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $682.8M |
| 净利润 | $-27.4M | $-32.7M |
| 毛利率 | 35.6% | 17.6% |
| 营业利润率 | 59.7% | -0.5% |
| 净利率 | -2.2% | -4.8% |
| 营收同比 | -18.3% | -0.4% |
| 净利润同比 | -361.0% | 41.6% |
| 每股收益（稀释后） | $0.57 | $-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ROKURXT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $682.8M | ||
| Q3 25 | $1.2B | $671.2M | ||
| Q2 25 | $1.1B | $666.3M | ||
| Q1 25 | $1.0B | $665.4M | ||
| Q4 24 | $1.2B | $685.6M | ||
| Q3 24 | $1.1B | $675.8M | ||
| Q2 24 | $968.2M | $684.9M |
净利润ROKURXT
| Q1 26 | $-27.4M | — | ||
| Q4 25 | $80.5M | $-32.7M | ||
| Q3 25 | $24.8M | $-67.1M | ||
| Q2 25 | $10.5M | $-54.5M | ||
| Q1 25 | $-27.4M | $-71.5M | ||
| Q4 24 | $-35.5M | $-56.0M | ||
| Q3 24 | $-9.0M | $-186.6M | ||
| Q2 24 | $-34.0M | $25.0M |
毛利率ROKURXT
| Q1 26 | 35.6% | — | ||
| Q4 25 | 43.5% | 17.6% | ||
| Q3 25 | 43.4% | 19.4% | ||
| Q2 25 | 44.8% | 19.4% | ||
| Q1 25 | 43.6% | 19.1% | ||
| Q4 24 | 42.7% | 19.2% | ||
| Q3 24 | 45.2% | 20.3% | ||
| Q2 24 | 43.9% | 19.2% |
营业利润率ROKURXT
| Q1 26 | 59.7% | — | ||
| Q4 25 | 4.7% | -0.5% | ||
| Q3 25 | 0.8% | -5.1% | ||
| Q2 25 | -2.1% | -3.8% | ||
| Q1 25 | -5.7% | -5.8% | ||
| Q4 24 | -3.3% | -4.2% | ||
| Q3 24 | -3.4% | -25.7% | ||
| Q2 24 | -7.4% | -7.9% |
净利率ROKURXT
| Q1 26 | -2.2% | — | ||
| Q4 25 | 5.8% | -4.8% | ||
| Q3 25 | 2.0% | -10.0% | ||
| Q2 25 | 0.9% | -8.2% | ||
| Q1 25 | -2.7% | -10.7% | ||
| Q4 24 | -3.0% | -8.2% | ||
| Q3 24 | -0.9% | -27.6% | ||
| Q2 24 | -3.5% | 3.7% |
每股收益（稀释后）ROKURXT
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.55 | $-0.13 | ||
| Q3 25 | $0.16 | $-0.28 | ||
| Q2 25 | $0.07 | $-0.23 | ||
| Q1 25 | $-0.19 | $-0.31 | ||
| Q4 24 | $-0.24 | $-0.20 | ||
| Q3 24 | $-0.06 | $-0.82 | ||
| Q2 24 | $-0.24 | $0.11 |
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 | $2.4B | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $2.7B | $-1.2B |
| 总资产 | $4.4B | $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ROKURXT
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.3B | $105.8M | ||
| Q3 25 | $2.3B | $99.5M | ||
| Q2 25 | $2.3B | $103.9M | ||
| Q1 25 | $2.3B | $128.0M | ||
| Q4 24 | $2.2B | $144.0M | ||
| Q3 24 | $2.1B | $157.1M | ||
| Q2 24 | $2.1B | $190.2M |
总债务ROKURXT
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B |
股东权益ROKURXT
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $-1.2B | ||
| Q3 25 | $2.6B | $-1.2B | ||
| Q2 25 | $2.6B | $-1.1B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.5B | $-1.0B | ||
| Q3 24 | $2.5B | $-949.7M | ||
| Q2 24 | $2.4B | $-756.2M |
总资产ROKURXT
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.4B | $2.8B | ||
| Q3 25 | $4.4B | $2.8B | ||
| Q2 25 | $4.3B | $2.9B | ||
| Q1 25 | $4.2B | $3.0B | ||
| Q4 24 | $4.3B | $3.1B | ||
| Q3 24 | $4.3B | $3.1B | ||
| Q2 24 | $4.1B | $3.4B |
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 | $199.1M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $298.4M | $56.0M |
| 自由现金流率自由现金流/营收 | 23.9% | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $640.0M | $90.6M |
8季度趋势，按日历期对齐
经营现金流ROKURXT
| Q1 26 | $199.1M | — | ||
| Q4 25 | $107.7M | $59.7M | ||
| Q3 25 | $127.6M | $70.7M | ||
| Q2 25 | $109.7M | $8.4M | ||
| Q1 25 | $138.7M | $12.6M | ||
| Q4 24 | $79.3M | $54.3M | ||
| Q3 24 | $68.7M | $51.8M | ||
| Q2 24 | $23.4M | $24.1M |
自由现金流ROKURXT
| Q1 26 | $298.4M | — | ||
| Q4 25 | $106.6M | $56.0M | ||
| Q3 25 | $126.5M | $42.7M | ||
| Q2 25 | $108.6M | $-12.4M | ||
| Q1 25 | $136.8M | $4.3M | ||
| Q4 24 | $76.8M | $34.4M | ||
| Q3 24 | $67.6M | $27.3M | ||
| Q2 24 | $22.5M | $-14.5M |
自由现金流率ROKURXT
| Q1 26 | 23.9% | — | ||
| Q4 25 | 7.6% | 8.2% | ||
| Q3 25 | 10.4% | 6.4% | ||
| Q2 25 | 9.8% | -1.9% | ||
| Q1 25 | 13.4% | 0.6% | ||
| Q4 24 | 6.4% | 5.0% | ||
| Q3 24 | 6.4% | 4.0% | ||
| Q2 24 | 2.3% | -2.1% |
资本支出强度ROKURXT
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.5% | ||
| Q3 25 | 0.1% | 4.2% | ||
| Q2 25 | 0.1% | 3.1% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 0.2% | 2.9% | ||
| Q3 24 | 0.1% | 3.6% | ||
| Q2 24 | 0.1% | 5.6% |
现金转化率ROKURXT
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | — | ||
| Q3 25 | 5.14× | — | ||
| Q2 25 | 10.45× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.96× |
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
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
