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Archrock, Inc.（AROC）与DigitalOcean Holdings, Inc.（DOCN）财务数据对比。点击上方公司名可切换其他公司
Archrock, Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.6倍（$377.1M vs $242.4M），Archrock, Inc.净利率更高（31.0% vs 10.6%，领先20.4%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 15.5%），Archrock, Inc.自由现金流更多（$126.7M vs $31.1M），过去两年Archrock, Inc.的营收复合增速更高（18.5% vs 14.5%）
Archrock, Inc. 是领先的天然气压缩服务及相关设备解决方案供应商，主要服务北美油气领域，核心业务涵盖压缩系统租赁、维护、售后支持及销售，覆盖上游生产、中游运输与天然气加工板块。
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
AROC vs DOCN — 直观对比
营收规模更大
AROC
是对方的1.6倍
$242.4M
营收增速更快
DOCN
高出2.8%
15.5%
净利率更高
AROC
高出20.4%
10.6%
自由现金流更多
AROC
多$95.6M
$31.1M
两年增速更快
AROC
近两年复合增速
14.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $377.1M | $242.4M |
| 净利润 | $116.8M | $25.7M |
| 毛利率 | 53.0% | 58.7% |
| 营业利润率 | 39.4% | 16.0% |
| 净利率 | 31.0% | 10.6% |
| 营收同比 | 15.5% | 18.3% |
| 净利润同比 | 95.4% | 40.5% |
| 每股收益（稀释后） | $0.67 | $0.23 |
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AROCDOCN
| Q4 25 | $377.1M | $242.4M | ||
| Q3 25 | $382.4M | $229.6M | ||
| Q2 25 | $383.2M | $218.7M | ||
| Q1 25 | $347.2M | $210.7M | ||
| Q4 24 | $326.4M | $204.9M | ||
| Q3 24 | $292.2M | $198.5M | ||
| Q2 24 | $270.5M | $192.5M | ||
| Q1 24 | $268.5M | $184.7M |
净利润AROCDOCN
| Q4 25 | $116.8M | $25.7M | ||
| Q3 25 | $71.2M | $158.4M | ||
| Q2 25 | $63.4M | $37.0M | ||
| Q1 25 | $70.8M | $38.2M | ||
| Q4 24 | $59.8M | $18.3M | ||
| Q3 24 | $37.5M | $32.9M | ||
| Q2 24 | $34.4M | $19.1M | ||
| Q1 24 | $40.5M | $14.1M |
毛利率AROCDOCN
| Q4 25 | 53.0% | 58.7% | ||
| Q3 25 | 48.5% | 59.6% | ||
| Q2 25 | 45.4% | 59.9% | ||
| Q1 25 | 47.4% | 61.4% | ||
| Q4 24 | 46.3% | 57.1% | ||
| Q3 24 | 44.4% | 60.2% | ||
| Q2 24 | 41.5% | 61.0% | ||
| Q1 24 | 42.1% | 60.7% |
营业利润率AROCDOCN
| Q4 25 | 39.4% | 16.0% | ||
| Q3 25 | 25.3% | 19.6% | ||
| Q2 25 | 22.5% | 16.3% | ||
| Q1 25 | 26.5% | 17.9% | ||
| Q4 24 | 24.0% | 15.9% | ||
| Q3 24 | 18.1% | 12.4% | ||
| Q2 24 | 17.6% | 11.6% | ||
| Q1 24 | 20.0% | 6.2% |
净利率AROCDOCN
| Q4 25 | 31.0% | 10.6% | ||
| Q3 25 | 18.6% | 69.0% | ||
| Q2 25 | 16.6% | 16.9% | ||
| Q1 25 | 20.4% | 18.1% | ||
| Q4 24 | 18.3% | 8.9% | ||
| Q3 24 | 12.8% | 16.6% | ||
| Q2 24 | 12.7% | 9.9% | ||
| Q1 24 | 15.1% | 7.7% |
每股收益（稀释后）AROCDOCN
| Q4 25 | $0.67 | $0.23 | ||
| Q3 25 | $0.40 | $1.51 | ||
| Q2 25 | $0.36 | $0.39 | ||
| Q1 25 | $0.40 | $0.39 | ||
| Q4 24 | $0.35 | $0.21 | ||
| Q3 24 | $0.22 | $0.33 | ||
| Q2 24 | $0.22 | $0.20 | ||
| Q1 24 | $0.26 | $0.15 |
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 | $1.6M | $254.5M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $1.5B | $-28.7M |
| 总资产 | $4.3B | $1.8B |
| 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AROCDOCN
| Q4 25 | $1.6M | $254.5M | ||
| Q3 25 | $4.1M | $236.6M | ||
| Q2 25 | $5.9M | $387.7M | ||
| Q1 25 | $4.8M | $360.4M | ||
| Q4 24 | $4.4M | $428.4M | ||
| Q3 24 | $3.7M | $439.9M | ||
| Q2 24 | $919.0K | $443.1M | ||
| Q1 24 | $1.2M | $419.1M |
总债务AROCDOCN
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AROCDOCN
| Q4 25 | $1.5B | $-28.7M | ||
| Q3 25 | $1.4B | $-69.6M | ||
| Q2 25 | $1.4B | $-175.2M | ||
| Q1 25 | $1.3B | $-210.7M | ||
| Q4 24 | $1.3B | $-203.0M | ||
| Q3 24 | $1.3B | $-211.7M | ||
| Q2 24 | $894.5M | $-253.8M | ||
| Q1 24 | $882.1M | $-286.1M |
总资产AROCDOCN
| Q4 25 | $4.3B | $1.8B | ||
| Q3 25 | $4.4B | $1.7B | ||
| Q2 25 | $4.4B | $1.7B | ||
| Q1 25 | $4.0B | $1.6B | ||
| Q4 24 | $3.8B | $1.6B | ||
| Q3 24 | $3.8B | $1.5B | ||
| Q2 24 | $2.7B | $1.5B | ||
| Q1 24 | $2.7B | $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 | $214.5M | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $126.7M | $31.1M |
| 自由现金流率自由现金流/营收 | 33.6% | 12.8% |
| 资本支出强度资本支出/营收 | 23.3% | 10.8% |
| 现金转化率经营现金流/净利润 | 1.84× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $119.6M | $180.5M |
8季度趋势，按日历期对齐
经营现金流AROCDOCN
| Q4 25 | $214.5M | $57.3M | ||
| Q3 25 | $164.5M | $95.8M | ||
| Q2 25 | $127.5M | $92.4M | ||
| Q1 25 | $115.6M | $64.1M | ||
| Q4 24 | $124.3M | $71.3M | ||
| Q3 24 | $96.9M | $73.4M | ||
| Q2 24 | $70.7M | $71.3M | ||
| Q1 24 | $137.7M | $66.7M |
自由现金流AROCDOCN
| Q4 25 | $126.7M | $31.1M | ||
| Q3 25 | $29.5M | $88.0M | ||
| Q2 25 | $16.0M | $59.3M | ||
| Q1 25 | $-52.5M | $2.1M | ||
| Q4 24 | $26.4M | $26.1M | ||
| Q3 24 | $26.9M | $16.0M | ||
| Q2 24 | $-20.6M | $39.5M | ||
| Q1 24 | $37.9M | $23.0M |
自由现金流率AROCDOCN
| Q4 25 | 33.6% | 12.8% | ||
| Q3 25 | 7.7% | 38.3% | ||
| Q2 25 | 4.2% | 27.1% | ||
| Q1 25 | -15.1% | 1.0% | ||
| Q4 24 | 8.1% | 12.7% | ||
| Q3 24 | 9.2% | 8.1% | ||
| Q2 24 | -7.6% | 20.5% | ||
| Q1 24 | 14.1% | 12.5% |
资本支出强度AROCDOCN
| Q4 25 | 23.3% | 10.8% | ||
| Q3 25 | 35.3% | 3.4% | ||
| Q2 25 | 29.1% | 15.2% | ||
| Q1 25 | 48.4% | 29.4% | ||
| Q4 24 | 30.0% | 22.1% | ||
| Q3 24 | 24.0% | 28.9% | ||
| Q2 24 | 33.7% | 16.6% | ||
| Q1 24 | 37.2% | 23.6% |
现金转化率AROCDOCN
| Q4 25 | 1.84× | 2.23× | ||
| Q3 25 | 2.31× | 0.60× | ||
| Q2 25 | 2.01× | 2.50× | ||
| Q1 25 | 1.63× | 1.68× | ||
| Q4 24 | 2.08× | 3.91× | ||
| Q3 24 | 2.58× | 2.23× | ||
| Q2 24 | 2.05× | 3.73× | ||
| Q1 24 | 3.40× | 4.72× |
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
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
