vs
Rackspace Technology, Inc.（RXT）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Rackspace Technology, Inc.的1.2倍（$814.9M vs $682.8M），Ubiquiti Inc.净利率更高（28.7% vs -4.8%，领先33.5%），Ubiquiti Inc.同比增速更快（35.8% vs -0.4%），Ubiquiti Inc.自由现金流更多（$260.3M vs $56.0M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs -0.6%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
RXT vs UI — 直观对比
营收规模更大
UI
是对方的1.2倍
$682.8M
营收增速更快
UI
高出36.2%
-0.4%
净利率更高
UI
高出33.5%
-4.8%
自由现金流更多
UI
多$204.3M
$56.0M
两年增速更快
UI
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $682.8M | $814.9M |
| 净利润 | $-32.7M | $233.6M |
| 毛利率 | 17.6% | 45.9% |
| 营业利润率 | -0.5% | 35.9% |
| 净利率 | -4.8% | 28.7% |
| 营收同比 | -0.4% | 35.8% |
| 净利润同比 | 41.6% | 70.8% |
| 每股收益（稀释后） | $-0.13 | $3.86 |
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RXTUI
| Q4 25 | $682.8M | $814.9M | ||
| Q3 25 | $671.2M | $733.8M | ||
| Q2 25 | $666.3M | $759.2M | ||
| Q1 25 | $665.4M | $664.2M | ||
| Q4 24 | $685.6M | $599.9M | ||
| Q3 24 | $675.8M | $550.3M | ||
| Q2 24 | $684.9M | $507.5M | ||
| Q1 24 | $690.8M | $493.0M |
净利润RXTUI
| Q4 25 | $-32.7M | $233.6M | ||
| Q3 25 | $-67.1M | $207.9M | ||
| Q2 25 | $-54.5M | $266.7M | ||
| Q1 25 | $-71.5M | $180.4M | ||
| Q4 24 | $-56.0M | $136.8M | ||
| Q3 24 | $-186.6M | $128.0M | ||
| Q2 24 | $25.0M | $103.8M | ||
| Q1 24 | $-640.6M | $76.3M |
毛利率RXTUI
| Q4 25 | 17.6% | 45.9% | ||
| Q3 25 | 19.4% | 46.0% | ||
| Q2 25 | 19.4% | 45.1% | ||
| Q1 25 | 19.1% | 44.5% | ||
| Q4 24 | 19.2% | 41.2% | ||
| Q3 24 | 20.3% | 42.1% | ||
| Q2 24 | 19.2% | 40.2% | ||
| Q1 24 | 19.2% | 35.3% |
营业利润率RXTUI
| Q4 25 | -0.5% | 35.9% | ||
| Q3 25 | -5.1% | 35.7% | ||
| Q2 25 | -3.8% | 34.4% | ||
| Q1 25 | -5.8% | 34.2% | ||
| Q4 24 | -4.2% | 29.8% | ||
| Q3 24 | -25.7% | 30.7% | ||
| Q2 24 | -7.9% | 27.3% | ||
| Q1 24 | -94.5% | 22.6% |
净利率RXTUI
| Q4 25 | -4.8% | 28.7% | ||
| Q3 25 | -10.0% | 28.3% | ||
| Q2 25 | -8.2% | 35.1% | ||
| Q1 25 | -10.7% | 27.2% | ||
| Q4 24 | -8.2% | 22.8% | ||
| Q3 24 | -27.6% | 23.3% | ||
| Q2 24 | 3.7% | 20.5% | ||
| Q1 24 | -92.7% | 15.5% |
每股收益（稀释后）RXTUI
| Q4 25 | $-0.13 | $3.86 | ||
| Q3 25 | $-0.28 | $3.43 | ||
| Q2 25 | $-0.23 | $4.40 | ||
| Q1 25 | $-0.31 | $2.98 | ||
| Q4 24 | $-0.20 | $2.26 | ||
| Q3 24 | $-0.82 | $2.12 | ||
| Q2 24 | $0.11 | $1.72 | ||
| Q1 24 | $-2.91 | $1.26 |
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 | $105.8M | $302.8M |
| 总债务越低越好 | $2.7B | $47.5M |
| 股东权益账面价值 | $-1.2B | $1.0B |
| 总资产 | $2.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资RXTUI
| Q4 25 | $105.8M | $302.8M | ||
| Q3 25 | $99.5M | $177.2M | ||
| Q2 25 | $103.9M | $149.7M | ||
| Q1 25 | $128.0M | $151.0M | ||
| Q4 24 | $144.0M | $133.1M | ||
| Q3 24 | $157.1M | $165.2M | ||
| Q2 24 | $190.2M | $126.3M | ||
| Q1 24 | $282.6M | $102.5M |
总债务RXTUI
| Q4 25 | $2.7B | $47.5M | ||
| Q3 25 | $2.8B | $133.8M | ||
| Q2 25 | $2.8B | $250.0M | ||
| Q1 25 | $2.8B | $340.0M | ||
| Q4 24 | $2.8B | $406.3M | ||
| Q3 24 | $2.8B | $552.5M | ||
| Q2 24 | $2.9B | $708.1M | ||
| Q1 24 | $3.0B | $877.5M |
股东权益RXTUI
| Q4 25 | $-1.2B | $1.0B | ||
| Q3 25 | $-1.2B | $828.4M | ||
| Q2 25 | $-1.1B | $668.3M | ||
| Q1 25 | $-1.1B | $436.1M | ||
| Q4 24 | $-1.0B | $290.4M | ||
| Q3 24 | $-949.7M | $188.1M | ||
| Q2 24 | $-756.2M | $95.1M | ||
| Q1 24 | $-787.2M | $25.9M |
总资产RXTUI
| Q4 25 | $2.8B | $1.6B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $3.4B | $1.2B | ||
| Q1 24 | $3.5B | $1.2B |
负债/权益比RXTUI
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× | ||
| Q1 24 | — | 33.92× |
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 | $59.7M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $56.0M | $260.3M |
| 自由现金流率自由现金流/营收 | 8.2% | 31.9% |
| 资本支出强度资本支出/营收 | 0.5% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | $90.6M | $699.5M |
8季度趋势，按日历期对齐
经营现金流RXTUI
| Q4 25 | $59.7M | $263.9M | ||
| Q3 25 | $70.7M | $198.5M | ||
| Q2 25 | $8.4M | $130.4M | ||
| Q1 25 | $12.6M | $123.6M | ||
| Q4 24 | $54.3M | $152.4M | ||
| Q3 24 | $51.8M | $233.7M | ||
| Q2 24 | $24.1M | $231.4M | ||
| Q1 24 | $-90.3M | $163.9M |
自由现金流RXTUI
| Q4 25 | $56.0M | $260.3M | ||
| Q3 25 | $42.7M | $193.3M | ||
| Q2 25 | $-12.4M | $125.2M | ||
| Q1 25 | $4.3M | $120.7M | ||
| Q4 24 | $34.4M | $150.4M | ||
| Q3 24 | $27.3M | $231.1M | ||
| Q2 24 | $-14.5M | $229.5M | ||
| Q1 24 | $-118.4M | $160.6M |
自由现金流率RXTUI
| Q4 25 | 8.2% | 31.9% | ||
| Q3 25 | 6.4% | 26.3% | ||
| Q2 25 | -1.9% | 16.5% | ||
| Q1 25 | 0.6% | 18.2% | ||
| Q4 24 | 5.0% | 25.1% | ||
| Q3 24 | 4.0% | 42.0% | ||
| Q2 24 | -2.1% | 45.2% | ||
| Q1 24 | -17.1% | 32.6% |
资本支出强度RXTUI
| Q4 25 | 0.5% | 0.4% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 3.1% | 0.7% | ||
| Q1 25 | 1.2% | 0.4% | ||
| Q4 24 | 2.9% | 0.3% | ||
| Q3 24 | 3.6% | 0.5% | ||
| Q2 24 | 5.6% | 0.4% | ||
| Q1 24 | 4.1% | 0.7% |
现金转化率RXTUI
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | 0.96× | 2.23× | ||
| Q1 24 | — | 2.15× |
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
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
