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Beacon Financial Corp（BBT）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
DigitalOcean Holdings, Inc.的季度营收约是Beacon Financial Corp的1.1倍（$242.4M vs $216.7M），Beacon Financial Corp净利率更高（24.6% vs 10.6%，领先14.0%），过去两年Beacon Financial Corp的营收复合增速更高（41.2% vs 14.5%）
倍肯屋面供应公司是北美知名的建筑材料供应商，主营住宅及非住宅类屋面产品及相关建材。截至2023年12月31日，公司在美国全部50个州和加拿大6个省共设有533个网点，员工超8000人，除屋面材料外，各地分部还销售门窗、壁板、防水材料等各类户外建筑产品。
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。
BBT vs DOCN — 直观对比
营收规模更大
DOCN
是对方的1.1倍
$216.7M
净利率更高
BBT
高出14.0%
10.6%
两年增速更快
BBT
近两年复合增速
14.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $216.7M | $242.4M |
| 净利润 | $53.4M | $25.7M |
| 毛利率 | — | 58.7% |
| 营业利润率 | — | 16.0% |
| 净利率 | 24.6% | 10.6% |
| 营收同比 | — | 18.3% |
| 净利润同比 | 179.4% | 40.5% |
| 每股收益（稀释后） | $0.55 | $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BBTDOCN
| Q1 26 | $216.7M | — | ||
| Q4 25 | $225.7M | $242.4M | ||
| Q3 25 | $141.2M | $229.6M | ||
| Q2 25 | $113.7M | $218.7M | ||
| Q1 25 | $110.4M | $210.7M | ||
| Q4 24 | $110.2M | $204.9M | ||
| Q3 24 | $125.6M | $198.5M | ||
| Q2 24 | $108.7M | $192.5M |
净利润BBTDOCN
| Q1 26 | $53.4M | — | ||
| Q4 25 | $53.4M | $25.7M | ||
| Q3 25 | $-4.2M | $158.4M | ||
| Q2 25 | $22.0M | $37.0M | ||
| Q1 25 | $19.1M | $38.2M | ||
| Q4 24 | $17.5M | $18.3M | ||
| Q3 24 | $20.1M | $32.9M | ||
| Q2 24 | $16.4M | $19.1M |
毛利率BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | 58.7% | ||
| Q3 25 | — | 59.6% | ||
| Q2 25 | — | 59.9% | ||
| Q1 25 | — | 61.4% | ||
| Q4 24 | — | 57.1% | ||
| Q3 24 | — | 60.2% | ||
| Q2 24 | — | 61.0% |
营业利润率BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | -5.9% | 19.6% | ||
| Q2 25 | 26.0% | 16.3% | ||
| Q1 25 | 23.1% | 17.9% | ||
| Q4 24 | 21.6% | 15.9% | ||
| Q3 24 | 21.3% | 12.4% | ||
| Q2 24 | 19.9% | 11.6% |
净利率BBTDOCN
| Q1 26 | 24.6% | — | ||
| Q4 25 | 23.6% | 10.6% | ||
| Q3 25 | -3.0% | 69.0% | ||
| Q2 25 | 19.4% | 16.9% | ||
| Q1 25 | 17.3% | 18.1% | ||
| Q4 24 | 15.9% | 8.9% | ||
| Q3 24 | 16.0% | 16.6% | ||
| Q2 24 | 15.1% | 9.9% |
每股收益（稀释后）BBTDOCN
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.64 | $0.23 | ||
| Q3 25 | $-0.05 | $1.51 | ||
| Q2 25 | $0.25 | $0.39 | ||
| Q1 25 | $0.21 | $0.39 | ||
| Q4 24 | $0.20 | $0.21 | ||
| Q3 24 | $0.23 | $0.33 | ||
| Q2 24 | $0.18 | $0.20 |
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 | $927.3M | $254.5M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $2.5B | $-28.7M |
| 总资产 | $22.2B | $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BBTDOCN
| Q1 26 | $927.3M | — | ||
| Q4 25 | $1.8B | $254.5M | ||
| Q3 25 | $1.2B | $236.6M | ||
| Q2 25 | — | $387.7M | ||
| Q1 25 | — | $360.4M | ||
| Q4 24 | $543.7M | $428.4M | ||
| Q3 24 | — | $439.9M | ||
| Q2 24 | — | $443.1M |
总债务BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $225.6M | — | ||
| Q1 25 | $284.6M | — | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $353.6M | — | ||
| Q2 24 | $278.6M | — |
股东权益BBTDOCN
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $-28.7M | ||
| Q3 25 | $2.4B | $-69.6M | ||
| Q2 25 | $1.3B | $-175.2M | ||
| Q1 25 | $1.2B | $-210.7M | ||
| Q4 24 | $1.2B | $-203.0M | ||
| Q3 24 | $1.2B | $-211.7M | ||
| Q2 24 | $1.2B | $-253.8M |
总资产BBTDOCN
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.2B | $1.8B | ||
| Q3 25 | $22.8B | $1.7B | ||
| Q2 25 | $12.0B | $1.7B | ||
| Q1 25 | $12.0B | $1.6B | ||
| Q4 24 | $11.9B | $1.6B | ||
| Q3 24 | $11.6B | $1.5B | ||
| Q2 24 | $12.2B | $1.5B |
负债/权益比BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.23× | — |
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 | — | $57.3M |
| 自由现金流经营现金流 - 资本支出 | — | $31.1M |
| 自由现金流率自由现金流/营收 | — | 12.8% |
| 资本支出强度资本支出/营收 | — | 10.8% |
| 现金转化率经营现金流/净利润 | — | 2.23× |
| 过去12个月自由现金流最近4个季度 | — | $180.5M |
8季度趋势，按日历期对齐
经营现金流BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | $57.3M | ||
| Q3 25 | $-4.8M | $95.8M | ||
| Q2 25 | $38.5M | $92.4M | ||
| Q1 25 | $23.3M | $64.1M | ||
| Q4 24 | $105.0M | $71.3M | ||
| Q3 24 | $19.9M | $73.4M | ||
| Q2 24 | $34.8M | $71.3M |
自由现金流BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | $31.1M | ||
| Q3 25 | $-5.9M | $88.0M | ||
| Q2 25 | $36.3M | $59.3M | ||
| Q1 25 | $19.9M | $2.1M | ||
| Q4 24 | $100.0M | $26.1M | ||
| Q3 24 | $17.2M | $16.0M | ||
| Q2 24 | $34.4M | $39.5M |
自由现金流率BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | -4.2% | 38.3% | ||
| Q2 25 | 31.9% | 27.1% | ||
| Q1 25 | 18.0% | 1.0% | ||
| Q4 24 | 90.7% | 12.7% | ||
| Q3 24 | 13.7% | 8.1% | ||
| Q2 24 | 31.7% | 20.5% |
资本支出强度BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | 0.8% | 3.4% | ||
| Q2 25 | 1.9% | 15.2% | ||
| Q1 25 | 3.1% | 29.4% | ||
| Q4 24 | 4.5% | 22.1% | ||
| Q3 24 | 2.1% | 28.9% | ||
| Q2 24 | 0.3% | 16.6% |
现金转化率BBTDOCN
| Q1 26 | — | — | ||
| Q4 25 | — | 2.23× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | 1.75× | 2.50× | ||
| Q1 25 | 1.22× | 1.68× | ||
| Q4 24 | 5.99× | 3.91× | ||
| Q3 24 | 0.99× | 2.23× | ||
| Q2 24 | 2.12× | 3.73× |
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
BBT
| Net Interest Income | $190.8M | 88% |
| Noninterest Income | $25.9M | 12% |
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
