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Maplebear Inc.（CART）与杜邦（DD）财务数据对比。点击上方公司名可切换其他公司
杜邦的季度营收约是Maplebear Inc.的1.7倍（$1.7B vs $992.0M），杜邦净利率更高（9.8% vs 8.2%，领先1.6%），Maplebear Inc.同比增速更快（12.3% vs 4.0%），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs -27.2%）
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
杜邦（DuPont de Nemours, Inc.）是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业，最初以火药供应为核心业务起家，在发展过程中对美国特拉华州的建设推进起到了重要作用，业务布局覆盖全球多个地区。
CART vs DD — 直观对比
营收规模更大
DD
是对方的1.7倍
$992.0M
营收增速更快
CART
高出8.3%
4.0%
净利率更高
DD
高出1.6%
8.2%
两年增速更快
CART
近两年复合增速
-27.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $992.0M | $1.7B |
| 净利润 | $81.0M | $164.0M |
| 毛利率 | 72.3% | 35.8% |
| 营业利润率 | 9.9% | — |
| 净利率 | 8.2% | 9.8% |
| 营收同比 | 12.3% | 4.0% |
| 净利润同比 | -45.3% | — |
| 每股收益（稀释后） | $0.31 | $0.36 |
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CARTDD
| Q1 26 | — | $1.7B | ||
| Q4 25 | $992.0M | $-2.5B | ||
| Q3 25 | $939.0M | $3.1B | ||
| Q2 25 | $914.0M | $3.3B | ||
| Q1 25 | $897.0M | $3.1B | ||
| Q4 24 | $883.0M | $3.1B | ||
| Q3 24 | $852.0M | $3.2B | ||
| Q2 24 | $823.0M | $3.2B |
净利润CARTDD
| Q1 26 | — | $164.0M | ||
| Q4 25 | $81.0M | $-126.0M | ||
| Q3 25 | $144.0M | $-123.0M | ||
| Q2 25 | $116.0M | $59.0M | ||
| Q1 25 | $106.0M | $-589.0M | ||
| Q4 24 | $148.0M | $-118.0M | ||
| Q3 24 | $118.0M | $454.0M | ||
| Q2 24 | $61.0M | $178.0M |
毛利率CARTDD
| Q1 26 | — | 35.8% | ||
| Q4 25 | 72.3% | — | ||
| Q3 25 | 73.7% | 38.9% | ||
| Q2 25 | 74.2% | 37.3% | ||
| Q1 25 | 74.8% | 37.4% | ||
| Q4 24 | 75.2% | 36.4% | ||
| Q3 24 | 75.2% | 37.4% | ||
| Q2 24 | 75.7% | 37.1% |
营业利润率CARTDD
| Q1 26 | — | — | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | 17.7% | 10.6% | ||
| Q2 25 | 13.6% | 9.4% | ||
| Q1 25 | 12.3% | -14.0% | ||
| Q4 24 | 17.6% | 1.4% | ||
| Q3 24 | 16.2% | 18.4% | ||
| Q2 24 | 6.3% | 9.3% |
净利率CARTDD
| Q1 26 | — | 9.8% | ||
| Q4 25 | 8.2% | 4.9% | ||
| Q3 25 | 15.3% | -4.0% | ||
| Q2 25 | 12.7% | 1.8% | ||
| Q1 25 | 11.8% | -19.2% | ||
| Q4 24 | 16.8% | -3.8% | ||
| Q3 24 | 13.8% | 14.2% | ||
| Q2 24 | 7.4% | 5.6% |
每股收益（稀释后）CARTDD
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.31 | $-0.30 | ||
| Q3 25 | $0.51 | $-0.29 | ||
| Q2 25 | $0.41 | $0.14 | ||
| Q1 25 | $0.37 | $-1.41 | ||
| Q4 24 | $0.53 | $-0.28 | ||
| Q3 24 | $0.42 | $1.08 | ||
| Q2 24 | $0.20 | $0.42 |
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 | $687.0M | $710.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $2.5B | $14.2B |
| 总资产 | $3.7B | $21.4B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资CARTDD
| Q1 26 | — | $710.0M | ||
| Q4 25 | $687.0M | $715.0M | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B |
总债务CARTDD
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.2B |
股东权益CARTDD
| Q1 26 | — | $14.2B | ||
| Q4 25 | $2.5B | $13.9B | ||
| Q3 25 | $3.5B | $22.9B | ||
| Q2 25 | $3.3B | $23.1B | ||
| Q1 25 | $3.2B | $22.8B | ||
| Q4 24 | $3.1B | $23.4B | ||
| Q3 24 | $2.9B | $24.2B | ||
| Q2 24 | $3.0B | $23.3B |
总资产CARTDD
| Q1 26 | — | $21.4B | ||
| Q4 25 | $3.7B | $21.6B | ||
| Q3 25 | $4.5B | $38.0B | ||
| Q2 25 | $4.4B | $36.6B | ||
| Q1 25 | $4.3B | $36.0B | ||
| Q4 24 | $4.1B | $36.6B | ||
| Q3 24 | $3.9B | $37.5B | ||
| Q2 24 | $4.0B | $36.6B |
负债/权益比CARTDD
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | — | 0.23× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.31× |
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 | $183.0M | — |
| 自由现金流经营现金流 - 资本支出 | $171.0M | — |
| 自由现金流率自由现金流/营收 | 17.2% | — |
| 资本支出强度资本支出/营收 | 1.2% | 6.1% |
| 现金转化率经营现金流/净利润 | 2.26× | — |
| 过去12个月自由现金流最近4个季度 | $910.0M | — |
8季度趋势，按日历期对齐
经营现金流CARTDD
| Q1 26 | — | — | ||
| Q4 25 | $183.0M | $-700.0M | ||
| Q3 25 | $287.0M | $497.0M | ||
| Q2 25 | $203.0M | $381.0M | ||
| Q1 25 | $298.0M | $382.0M | ||
| Q4 24 | $153.0M | $564.0M | ||
| Q3 24 | $185.0M | $737.0M | ||
| Q2 24 | $244.0M | $527.0M |
自由现金流CARTDD
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $-850.0M | ||
| Q3 25 | $272.0M | $379.0M | ||
| Q2 25 | $187.0M | $265.0M | ||
| Q1 25 | $280.0M | $133.0M | ||
| Q4 24 | $141.0M | $403.0M | ||
| Q3 24 | $171.0M | $628.0M | ||
| Q2 24 | $220.0M | $425.0M |
自由现金流率CARTDD
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 33.4% | ||
| Q3 25 | 29.0% | 12.3% | ||
| Q2 25 | 20.5% | 8.1% | ||
| Q1 25 | 31.2% | 4.3% | ||
| Q4 24 | 16.0% | 13.0% | ||
| Q3 24 | 20.1% | 19.7% | ||
| Q2 24 | 26.7% | 13.4% |
资本支出强度CARTDD
| Q1 26 | — | 6.1% | ||
| Q4 25 | 1.2% | -5.9% | ||
| Q3 25 | 1.6% | 3.8% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 2.0% | 8.1% | ||
| Q4 24 | 1.4% | 5.2% | ||
| Q3 24 | 1.6% | 3.4% | ||
| Q2 24 | 2.9% | 3.2% |
现金转化率CARTDD
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.75× | 6.46× | ||
| Q1 25 | 2.81× | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.57× | 1.62× | ||
| Q2 24 | 4.00× | 2.96× |
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
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
DD
暂无分部数据
