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Rapid7, Inc.（RPD）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是STRATTEC SECURITY CORP的1.5倍（$209.7M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs 0.5%，领先3.1%），STRATTEC SECURITY CORP同比增速更快（5.9% vs -0.3%），Rapid7, Inc.自由现金流更多（$125.0M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% vs 0.4%）
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
RPD vs STRT — 直观对比
营收规模更大
RPD
是对方的1.5倍
$137.5M
营收增速更快
STRT
高出6.1%
-0.3%
净利率更高
STRT
高出3.1%
0.5%
自由现金流更多
RPD
多$113.8M
$11.3M
两年增速更快
STRT
近两年复合增速
0.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $209.7M | $137.5M |
| 净利润 | $1.1M | $4.9M |
| 毛利率 | 69.1% | 16.5% |
| 营业利润率 | 30.6% | 3.5% |
| 净利率 | 0.5% | 3.6% |
| 营收同比 | -0.3% | 5.9% |
| 净利润同比 | -66.7% | 275.1% |
| 每股收益（稀释后） | $0.02 | $1.20 |
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RPDSTRT
| Q1 26 | $209.7M | — | ||
| Q4 25 | $217.4M | $137.5M | ||
| Q3 25 | $218.0M | $152.4M | ||
| Q2 25 | $214.2M | $152.0M | ||
| Q1 25 | $210.3M | $144.1M | ||
| Q4 24 | $216.3M | $129.9M | ||
| Q3 24 | $214.7M | $139.1M | ||
| Q2 24 | $208.0M | — |
净利润RPDSTRT
| Q1 26 | $1.1M | — | ||
| Q4 25 | $3.1M | $4.9M | ||
| Q3 25 | $9.8M | $8.5M | ||
| Q2 25 | $8.3M | $8.3M | ||
| Q1 25 | $2.1M | $5.4M | ||
| Q4 24 | $2.2M | $1.3M | ||
| Q3 24 | $15.4M | $3.7M | ||
| Q2 24 | $6.5M | — |
毛利率RPDSTRT
| Q1 26 | 69.1% | — | ||
| Q4 25 | 68.9% | 16.5% | ||
| Q3 25 | 70.2% | 17.3% | ||
| Q2 25 | 70.6% | 16.7% | ||
| Q1 25 | 71.7% | 16.0% | ||
| Q4 24 | 69.5% | 13.2% | ||
| Q3 24 | 70.6% | 13.6% | ||
| Q2 24 | 70.7% | — |
营业利润率RPDSTRT
| Q1 26 | 30.6% | — | ||
| Q4 25 | 1.0% | 3.5% | ||
| Q3 25 | 2.7% | 6.9% | ||
| Q2 25 | 1.6% | 5.6% | ||
| Q1 25 | -0.0% | 4.9% | ||
| Q4 24 | 3.4% | 1.6% | ||
| Q3 24 | 6.0% | 3.6% | ||
| Q2 24 | 2.5% | — |
净利率RPDSTRT
| Q1 26 | 0.5% | — | ||
| Q4 25 | 1.4% | 3.6% | ||
| Q3 25 | 4.5% | 5.6% | ||
| Q2 25 | 3.9% | 5.4% | ||
| Q1 25 | 1.0% | 3.7% | ||
| Q4 24 | 1.0% | 1.0% | ||
| Q3 24 | 7.2% | 2.7% | ||
| Q2 24 | 3.1% | — |
每股收益（稀释后）RPDSTRT
| Q1 26 | $0.02 | — | ||
| Q4 25 | $0.05 | $1.20 | ||
| Q3 25 | $0.15 | $2.07 | ||
| Q2 25 | $0.13 | $2.02 | ||
| Q1 25 | $0.03 | $1.32 | ||
| Q4 24 | $0.08 | $0.32 | ||
| Q3 24 | $0.21 | $0.92 | ||
| Q2 24 | $0.09 | — |
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 | $670.3M | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $174.8M | $236.8M |
| 总资产 | $1.7B | $392.2M |
| 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RPDSTRT
| Q1 26 | $670.3M | — | ||
| Q4 25 | $474.7M | $99.0M | ||
| Q3 25 | $407.1M | $90.5M | ||
| Q2 25 | $511.7M | $84.6M | ||
| Q1 25 | $493.5M | $62.1M | ||
| Q4 24 | $521.7M | $42.6M | ||
| Q3 24 | $443.7M | $34.4M | ||
| Q2 24 | $442.6M | — |
股东权益RPDSTRT
| Q1 26 | $174.8M | — | ||
| Q4 25 | $154.7M | $236.8M | ||
| Q3 25 | $127.2M | $230.5M | ||
| Q2 25 | $90.4M | $221.6M | ||
| Q1 25 | $52.7M | $210.7M | ||
| Q4 24 | $17.7M | $204.5M | ||
| Q3 24 | $-5.1M | $203.0M | ||
| Q2 24 | $-52.6M | — |
总资产RPDSTRT
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $392.2M | ||
| Q3 25 | $1.7B | $390.1M | ||
| Q2 25 | $1.6B | $391.5M | ||
| Q1 25 | $1.6B | $387.4M | ||
| Q4 24 | $1.7B | $355.9M | ||
| Q3 24 | $1.6B | $366.9M | ||
| Q2 24 | $1.5B | — |
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 | $39.8M | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $125.0M | $11.3M |
| 自由现金流率自由现金流/营收 | 59.6% | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | 35.24× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $242.8M | $67.8M |
8季度趋势，按日历期对齐
经营现金流RPDSTRT
| Q1 26 | $39.8M | — | ||
| Q4 25 | $37.6M | $13.9M | ||
| Q3 25 | $39.0M | $11.3M | ||
| Q2 25 | $47.5M | $30.2M | ||
| Q1 25 | $29.8M | $20.7M | ||
| Q4 24 | $63.8M | $9.4M | ||
| Q3 24 | $44.0M | $11.3M | ||
| Q2 24 | $32.9M | — |
自由现金流RPDSTRT
| Q1 26 | $125.0M | — | ||
| Q4 25 | $36.4M | $11.3M | ||
| Q3 25 | $34.8M | $9.8M | ||
| Q2 25 | $46.6M | $27.2M | ||
| Q1 25 | $28.4M | $19.6M | ||
| Q4 24 | $62.6M | $8.5M | ||
| Q3 24 | $42.6M | $9.3M | ||
| Q2 24 | $32.6M | — |
自由现金流率RPDSTRT
| Q1 26 | 59.6% | — | ||
| Q4 25 | 16.8% | 8.2% | ||
| Q3 25 | 16.0% | 6.4% | ||
| Q2 25 | 21.8% | 17.9% | ||
| Q1 25 | 13.5% | 13.6% | ||
| Q4 24 | 28.9% | 6.6% | ||
| Q3 24 | 19.9% | 6.7% | ||
| Q2 24 | 15.7% | — |
资本支出强度RPDSTRT
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.9% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 0.4% | 2.0% | ||
| Q1 25 | 0.6% | 0.8% | ||
| Q4 24 | 0.5% | 0.7% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | 0.1% | — |
现金转化率RPDSTRT
| Q1 26 | 35.24× | — | ||
| Q4 25 | 12.01× | 2.81× | ||
| Q3 25 | 3.97× | 1.33× | ||
| Q2 25 | 5.70× | 3.65× | ||
| Q1 25 | 14.14× | 3.84× | ||
| Q4 24 | 29.36× | 7.16× | ||
| Q3 24 | 2.85× | 3.06× | ||
| Q2 24 | 5.03× | — |
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
RPD
| Product subscriptions | $204.0M | 97% |
| Other | $5.6M | 3% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
