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Bowhead Specialty Holdings Inc.（BOW）与DOMO, INC.（DOMO）财务数据对比。点击上方公司名可切换其他公司
Bowhead Specialty Holdings Inc.的季度营收约是DOMO, INC.的2.0倍（$155.7M vs $79.4M），Bowhead Specialty Holdings Inc.净利率更高（10.3% vs -13.1%，领先23.4%），Bowhead Specialty Holdings Inc.同比增速更快（26.9% vs -0.5%）
Bowhead Specialty Holdings Inc.是一家专业保险控股企业，主营财产及意外伤害保险产品，聚焦北美地区服务不足的小众细分市场，为商业和个人客户提供定制化风险管理方案与专属保险保障服务。
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业，主营人工智能、商业智能与数据可视化业务，属于SaaS（软件即服务）企业，核心产品可帮助企业各层级决策者在极少IT介入的情况下，实时获取业务数据，支撑决策开展。
BOW vs DOMO — 直观对比
营收规模更大
BOW
是对方的2.0倍
$79.4M
营收增速更快
BOW
高出27.3%
-0.5%
净利率更高
BOW
高出23.4%
-13.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $155.7M | $79.4M |
| 净利润 | $16.0M | $-10.4M |
| 毛利率 | — | 74.2% |
| 营业利润率 | — | -8.7% |
| 净利率 | 10.3% | -13.1% |
| 营收同比 | 26.9% | -0.5% |
| 净利润同比 | — | 44.6% |
| 每股收益（稀释后） | $0.48 | $-0.25 |
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BOWDOMO
| Q1 26 | $155.7M | — | ||
| Q4 25 | $151.7M | $79.4M | ||
| Q3 25 | $143.9M | $79.7M | ||
| Q2 25 | $133.3M | $80.1M | ||
| Q1 25 | $122.7M | $78.8M | ||
| Q4 24 | — | $79.8M | ||
| Q3 24 | $116.8M | $78.4M | ||
| Q2 24 | $98.9M | $80.1M |
净利润BOWDOMO
| Q1 26 | $16.0M | — | ||
| Q4 25 | $14.8M | $-10.4M | ||
| Q3 25 | $15.2M | $-22.9M | ||
| Q2 25 | $12.3M | $-18.1M | ||
| Q1 25 | $11.4M | $-17.7M | ||
| Q4 24 | — | $-18.8M | ||
| Q3 24 | $12.1M | $-19.5M | ||
| Q2 24 | $5.5M | $-26.0M |
毛利率BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.8% | ||
| Q2 25 | — | 74.2% | ||
| Q1 25 | — | 74.4% | ||
| Q4 24 | — | 75.0% | ||
| Q3 24 | — | 74.3% | ||
| Q2 24 | — | 74.1% |
营业利润率BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | -8.7% | ||
| Q3 25 | 13.3% | -9.1% | ||
| Q2 25 | 11.9% | -17.9% | ||
| Q1 25 | 11.8% | -15.6% | ||
| Q4 24 | — | -13.9% | ||
| Q3 24 | 13.5% | -18.5% | ||
| Q2 24 | 7.5% | -26.8% |
净利率BOWDOMO
| Q1 26 | 10.3% | — | ||
| Q4 25 | 9.8% | -13.1% | ||
| Q3 25 | 10.5% | -28.8% | ||
| Q2 25 | 9.3% | -22.5% | ||
| Q1 25 | 9.3% | -22.4% | ||
| Q4 24 | — | -23.5% | ||
| Q3 24 | 10.4% | -24.9% | ||
| Q2 24 | 5.6% | -32.5% |
每股收益（稀释后）BOWDOMO
| Q1 26 | $0.48 | — | ||
| Q4 25 | $0.44 | $-0.25 | ||
| Q3 25 | $0.45 | $-0.56 | ||
| Q2 25 | $0.36 | $-0.45 | ||
| Q1 25 | $0.34 | $-0.45 | ||
| Q4 24 | — | $-0.48 | ||
| Q3 24 | $0.36 | $-0.51 | ||
| Q2 24 | $0.20 | $-0.69 |
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 | $97.2M | — |
| 总债务越低越好 | — | $124.2M |
| 股东权益账面价值 | $457.9M | $-191.9M |
| 总资产 | $2.5B | $201.6M |
| 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BOWDOMO
| Q1 26 | $97.2M | — | ||
| Q4 25 | $193.5M | — | ||
| Q3 25 | $197.9M | — | ||
| Q2 25 | $114.8M | $47.2M | ||
| Q1 25 | $88.0M | $45.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $132.9M | — | ||
| Q2 24 | $180.3M | $61.2M |
总债务BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | $146.4M | $124.2M | ||
| Q3 25 | — | $121.9M | ||
| Q2 25 | — | $119.7M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | — | $115.6M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $114.1M |
股东权益BOWDOMO
| Q1 26 | $457.9M | — | ||
| Q4 25 | $448.3M | $-191.9M | ||
| Q3 25 | $430.2M | $-191.5M | ||
| Q2 25 | $407.2M | $-178.7M | ||
| Q1 25 | $391.0M | $-177.2M | ||
| Q4 24 | — | $-171.2M | ||
| Q3 24 | $364.7M | $-166.4M | ||
| Q2 24 | $339.9M | $-163.5M |
总资产BOWDOMO
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.4B | $201.6M | ||
| Q3 25 | $2.1B | $195.7M | ||
| Q2 25 | $1.9B | $189.7M | ||
| Q1 25 | $1.8B | $214.3M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | $1.5B | $197.8M | ||
| Q2 24 | $1.4B | $204.4M |
负债/权益比BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $3.4M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 1.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $9.9M |
8季度趋势，按日历期对齐
经营现金流BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | $331.6M | $3.4M | ||
| Q3 25 | $114.7M | $3.4M | ||
| Q2 25 | $109.0M | $4.0M | ||
| Q1 25 | $47.7M | $8.9M | ||
| Q4 24 | — | $-13.7M | ||
| Q3 24 | $119.4M | $-6.2M | ||
| Q2 24 | — | $1.9M |
自由现金流BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | $326.0M | $1.1M | ||
| Q3 25 | $113.5M | $1.0M | ||
| Q2 25 | $107.4M | $1.0M | ||
| Q1 25 | $46.5M | $6.7M | ||
| Q4 24 | — | $-16.2M | ||
| Q3 24 | $118.4M | $-8.4M | ||
| Q2 24 | — | $-625.0K |
自由现金流率BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | 214.9% | 1.4% | ||
| Q3 25 | 78.8% | 1.3% | ||
| Q2 25 | 80.6% | 1.3% | ||
| Q1 25 | 37.9% | 8.5% | ||
| Q4 24 | — | -20.3% | ||
| Q3 24 | 101.4% | -10.7% | ||
| Q2 24 | — | -0.8% |
资本支出强度BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 2.9% | ||
| Q3 25 | 0.9% | 2.9% | ||
| Q2 25 | 1.2% | 3.7% | ||
| Q1 25 | 1.0% | 2.8% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | 0.9% | 2.8% | ||
| Q2 24 | — | 3.2% |
现金转化率BOWDOMO
| Q1 26 | — | — | ||
| Q4 25 | 22.34× | — | ||
| Q3 25 | 7.56× | — | ||
| Q2 25 | 8.83× | — | ||
| Q1 25 | 4.18× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.88× | — | ||
| Q2 24 | — | — |
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
BOW
暂无分部数据
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
