BRZE
Braze, Inc.
+0.20 (+0.78%)25.07USD623K成交股數2.8B市值–本益比(近四季)3.4股價營收比+26.2%營收年增(近四季)2026-12-08下次財報
財報 SEC XBRL 申報值 · 美元 · 財年於 1 月結束
逐季數字是 10-Q 的單季值;財年第四季 XBRL 只有年度值,這裡用年度減前三季推算。年增率比的是去年同一會計季。
營收與利潤率近 16 季
稀釋 EPS近 16 季 · 美元
現金流近 16 季
股東回饋近 16 季 · 庫藏股與股利
損益表 逐季 · 最新在左 · 小字是年增率
| 科目 | 27Q2 | 27Q1 | 26Q4 | 26Q3 | 26Q2 | 26Q1 | 25Q3 | 25Q2 | 25Q1 | 24Q4 | 24Q3 | 24Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 營收 | 227M+26% | 211M+30% | 205M+35% | 191M+31% | 180M+33% | 162M+24% | 152M+23% | 145M+26% | 135M | 131M | 124M | 115M |
| 營業成本 | 75.4M | 72.3M | 70.8M | 62.6M | 58.2M | 50.9M | 45.9M | 43.4M | 44.5M | 43.0M | 36.4M | 35.5M |
| 毛利 | 152M+25% | 139M+25% | 134M+27% | 128M+26% | 122M+34% | 111M+26% | 106M+21% | 102M+28% | 90.9M | 88.0M | 87.6M | 79.6M |
| 毛利率 | 66.8% | 65.7% | 65.5% | 67.2% | 67.7% | 68.6% | 69.8% | 70.2% | 67.1% | 67.2% | 70.7% | 69.2% |
| 研發費用 | 45.3M | 46.1M | 45.0M | 44.1M | 41.3M | 36.8M | 32.9M | 33.1M | 34.4M | 31.1M | 29.9M | 29.1M |
| 銷售管理費用 | 31.8M | 30.9M | 35.9M | 33.1M | 36.8M | 40.5M | 31.2M | 28.3M | 26.8M | 26.1M | 26.4M | 25.5M |
| 營業利益 | −18.1M-53% | −27.5M-32% | −28.2M-13% | −37.5M+34% | −38.8M-3% | −40.2M+25% | −32.6M-7% | −28.0M-21% | −40.1M | −32.3M | −35.1M | −35.4M |
| 營業利益率 | -8.0% | -13.0% | -13.8% | -19.7% | -21.5% | -24.8% | -21.4% | -19.2% | -29.6% | -24.7% | -28.3% | -30.7% |
| 稅後淨利 | −18.9M-32% | −26.6M-26% | −31.6M+13% | −36.0M+57% | −27.9M-22% | −35.8M+27% | −27.9M-9% | −23.0M-27% | −35.6M | −28.3M | −30.7M | −31.7M |
| 淨利率 | -8.3% | -12.6% | -15.4% | -18.9% | -15.5% | -22.1% | -18.4% | -15.8% | -26.3% | -21.6% | -24.8% | -27.5% |
| 稀釋 EPS | -0.17-35% | -0.24-29% | -0.29+7% | -0.33+43% | -0.26-26% | -0.34+21% | -0.27-13% | -0.23-30% | -0.35 | -0.28 | -0.31 | -0.33 |
| 稀釋股數 | 111M | 111M | 108M | 108M | 107M | 105M | 102M | 101M | 101M | 98.1M | 97.9M | 97.2M |
資產負債表 期末餘額
| 科目 | 27Q2 | 27Q1 | 26Q4 | 26Q3 | 26Q2 | 26Q1 | 25Q3 | 25Q2 | 25Q1 | 24Q4 | 24Q3 | 24Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 現金與約當現金 | 167M | 145M | 124M | 97.8M | 81.0M | 231M | 61.3M | 79.1M | 74.8M | 68.2M | 60.5M | 77.3M |
| 應收帳款 | 112M | 118M | 122M | 90.2M | 88.2M | 86.1M | 90.3M | 71.3M | 81.6M | 92.3M | 71.3M | 70.1M |
| 存貨 | – | – | – | – | – | – | – | – | – | – | – | – |
| 總資產 | 1.1B | 1.1B | 1.1B | 1.0B | 1.0B | 889M | 842M | 826M | 816M | 811M | 769M | 732M |
| 有息負債 | – | – | – | – | – | – | – | – | – | – | – | – |
| 總負債 | 529M | 508M | 490M | 439M | 423M | 415M | 384M | 372M | 380M | 367M | 330M | 291M |
| 股東權益 | 600M | 582M | 624M | 602M | 599M | 474M | 458M | 454M | 436M | 444M | 438M | 440M |
| 負債比 | 46.8% | 46.5% | 44.0% | 42.1% | 41.4% | 46.6% | 45.6% | 45.0% | 46.5% | 45.2% | 42.9% | 39.8% |
| 淨現金(現金 − 有息負債) | – | – | – | – | – | – | – | – | – | – | – | – |
現金流量表 單季
| 科目 | 27Q2 | 27Q1 | 26Q4 | 26Q3 | 26Q2 | 26Q1 | 25Q3 | 25Q2 | 25Q1 | 24Q4 | 24Q3 | 24Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 營業現金流 | – | 28.1M+16% | – | – | – | 24.1M | – | – | 19.4M | – | – | – |
| 資本支出 | – | 108K | – | – | – | 217K | – | – | 6.9M | – | – | – |
| 自由現金流 | – | 28.0M+17% | – | – | – | 23.9M | – | – | 12.5M | – | – | – |
| 折舊攤銷 | 3.4M | 6.3M | 11.2M | 2.9M | 2.6M | 2.6M | 2.7M | 2.4M | 2.1M | 2.8M | 1.1M | 1.5M |
| 買回庫藏股 | – | 50.0M | – | – | – | 0.00 | – | – | – | – | – | – |
| 現金股利 | – | – | – | – | – | – | – | – | – | – | – | – |
| 自由現金流率 | – | 13.3% | – | – | – | 14.8% | – | – | 9.2% | – | – | – |
營收拆解 2026 年度 10-K 的分部揭露 · 年增對前一年度
地區2026 年度 · 738M
| 美國 | 405M | 54.9% | +24.1% |
|---|---|---|---|
| 美國以外 | 333M | 45.1% | +24.8% |
產品／服務2026 年度 · 738M
| Subscription Revenue | 702M | 95.1% | +23.1% |
|---|---|---|---|
| Professional Services Revenue | 36.3M | 4.9% | +57.3% |
各維度的加總不一定等於合併營收:分部有時含內部交易、地區有時只揭露主要國家。挑的是加總最接近合併營收的那個標籤。
年度 10-K
| 財年 | 營收 | 年增 | 稅後淨利 | 淨利率 | 稀釋 EPS | 自由現金流 |
|---|---|---|---|---|---|---|
| FY2026 | 738M | +24.4% | −131M | -17.8% | -1.22 | 61.9M |
| FY2025 | 593M | +25.8% | −104M | -17.5% | -1.02 | 23.4M |
| FY2024 | 472M | +32.7% | −129M | -27.4% | -1.32 | −2.9M |
| FY2023 | 355M | +49.3% | −139M | -39.1% | -1.47 | −37.8M |
| FY2022 | 238M | +58.5% | −76.7M | -32.2% | -2.20 | −37.7M |
| FY2021 | 150M | +55.9% | −31.8M | -21.1% | -1.77 | −8.5M |
| FY2020 | 96.4M | – | −31.8M | -33.0% | -1.96 | −9.1M |