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Traeger, Inc.（COOK）与GRID DYNAMICS HOLDINGS, INC.（GDYN）财务数据对比。点击上方公司名可切换其他公司
Traeger, Inc.的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.4倍（$145.4M vs $104.1M），GRID DYNAMICS HOLDINGS, INC.净利率更高（-1.4% vs -11.8%，领先10.4%），GRID DYNAMICS HOLDINGS, INC.同比增速更快（3.7% vs -13.8%），过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高（12.0% vs 0.2%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业，活跃于2010年至2015年，核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机，并推动该项目实现商业化落地。
COOK vs GDYN — 直观对比
营收规模更大
COOK
是对方的1.4倍
$104.1M
营收增速更快
GDYN
高出17.5%
-13.8%
净利率更高
GDYN
高出10.4%
-11.8%
两年增速更快
GDYN
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $104.1M |
| 净利润 | $-17.2M | $-1.5M |
| 毛利率 | 37.4% | 34.8% |
| 营业利润率 | -8.0% | 61.7% |
| 净利率 | -11.8% | -1.4% |
| 营收同比 | -13.8% | 3.7% |
| 净利润同比 | -147.2% | -150.6% |
| 每股收益（稀释后） | $-0.13 | $-0.02 |
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COOKGDYN
| Q1 26 | — | $104.1M | ||
| Q4 25 | $145.4M | $106.2M | ||
| Q3 25 | $125.4M | $104.2M | ||
| Q2 25 | $145.5M | $101.1M | ||
| Q1 25 | $143.3M | $100.4M | ||
| Q4 24 | $168.6M | $100.3M | ||
| Q3 24 | $122.0M | $87.4M | ||
| Q2 24 | $168.5M | $83.0M |
净利润COOKGDYN
| Q1 26 | — | $-1.5M | ||
| Q4 25 | $-17.2M | $306.0K | ||
| Q3 25 | $-89.8M | $1.2M | ||
| Q2 25 | $-7.4M | $5.3M | ||
| Q1 25 | $-778.0K | $2.9M | ||
| Q4 24 | $-7.0M | $4.5M | ||
| Q3 24 | $-19.8M | $4.3M | ||
| Q2 24 | $-2.6M | $-817.0K |
毛利率COOKGDYN
| Q1 26 | — | 34.8% | ||
| Q4 25 | 37.4% | 34.0% | ||
| Q3 25 | 38.7% | 33.3% | ||
| Q2 25 | 39.2% | 34.1% | ||
| Q1 25 | 41.5% | 36.8% | ||
| Q4 24 | 40.9% | 36.9% | ||
| Q3 24 | 42.3% | 37.4% | ||
| Q2 24 | 42.9% | 35.6% |
营业利润率COOKGDYN
| Q1 26 | — | 61.7% | ||
| Q4 25 | -8.0% | 0.5% | ||
| Q3 25 | -66.5% | -0.2% | ||
| Q2 25 | -4.2% | -0.1% | ||
| Q1 25 | 2.4% | -2.0% | ||
| Q4 24 | -0.1% | 1.3% | ||
| Q3 24 | -6.1% | 2.4% | ||
| Q2 24 | 2.8% | 0.0% |
净利率COOKGDYN
| Q1 26 | — | -1.4% | ||
| Q4 25 | -11.8% | 0.3% | ||
| Q3 25 | -71.6% | 1.1% | ||
| Q2 25 | -5.1% | 5.2% | ||
| Q1 25 | -0.5% | 2.9% | ||
| Q4 24 | -4.1% | 4.5% | ||
| Q3 24 | -16.2% | 4.9% | ||
| Q2 24 | -1.5% | -1.0% |
每股收益（稀释后）COOKGDYN
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $-0.13 | $0.01 | ||
| Q3 25 | $-0.67 | $0.01 | ||
| Q2 25 | $-0.06 | $0.06 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.06 | $0.06 | ||
| Q3 24 | $-0.15 | $0.05 | ||
| Q2 24 | $-0.02 | $-0.01 |
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 | $19.6M | $327.5M |
| 总债务越低越好 | $403.3M | — |
| 股东权益账面价值 | $170.8M | $530.1M |
| 总资产 | $676.0M | $605.0M |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资COOKGDYN
| Q1 26 | — | $327.5M | ||
| Q4 25 | $19.6M | $342.1M | ||
| Q3 25 | $5.9M | $338.6M | ||
| Q2 25 | $10.3M | $336.8M | ||
| Q1 25 | $12.0M | $325.5M | ||
| Q4 24 | $15.0M | $334.7M | ||
| Q3 24 | $16.9M | $231.3M | ||
| Q2 24 | $18.0M | $256.0M |
总债务COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | $403.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COOKGDYN
| Q1 26 | — | $530.1M | ||
| Q4 25 | $170.8M | $542.1M | ||
| Q3 25 | $186.1M | $537.7M | ||
| Q2 25 | $274.2M | $532.2M | ||
| Q1 25 | $279.6M | $517.4M | ||
| Q4 24 | $276.4M | $517.8M | ||
| Q3 24 | $279.8M | $400.2M | ||
| Q2 24 | $297.3M | $388.4M |
总资产COOKGDYN
| Q1 26 | — | $605.0M | ||
| Q4 25 | $676.0M | $612.9M | ||
| Q3 25 | $689.6M | $613.2M | ||
| Q2 25 | $780.6M | $608.9M | ||
| Q1 25 | $825.6M | $590.9M | ||
| Q4 24 | $830.7M | $592.2M | ||
| Q3 24 | $818.1M | $477.3M | ||
| Q2 24 | $842.4M | $443.6M |
负债/权益比COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.46× | — | ||
| 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 | $15.5M | — |
| 自由现金流经营现金流 - 资本支出 | $14.2M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | $13.6M | — |
8季度趋势，按日历期对齐
经营现金流COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | $15.5M | $9.9M | ||
| Q3 25 | $7.6M | $7.0M | ||
| Q2 25 | $18.3M | $14.4M | ||
| Q1 25 | $-20.8M | $9.4M | ||
| Q4 24 | $7.5M | $7.1M | ||
| Q3 24 | $15.1M | $9.2M | ||
| Q2 24 | $13.9M | $10.7M |
自由现金流COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $6.1M | ||
| Q3 25 | $6.4M | $2.9M | ||
| Q2 25 | $15.7M | $10.2M | ||
| Q1 25 | $-22.7M | $6.0M | ||
| Q4 24 | $5.5M | $4.4M | ||
| Q3 24 | $12.8M | $5.9M | ||
| Q2 24 | $11.8M | $8.0M |
自由现金流率COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 5.7% | ||
| Q3 25 | 5.1% | 2.8% | ||
| Q2 25 | 10.8% | 10.1% | ||
| Q1 25 | -15.8% | 6.0% | ||
| Q4 24 | 3.3% | 4.4% | ||
| Q3 24 | 10.5% | 6.8% | ||
| Q2 24 | 7.0% | 9.7% |
资本支出强度COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 3.6% | ||
| Q3 25 | 0.9% | 3.9% | ||
| Q2 25 | 1.8% | 4.1% | ||
| Q1 25 | 1.3% | 3.3% | ||
| Q4 24 | 1.2% | 2.6% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 1.2% | 3.2% |
现金转化率COOKGDYN
| Q1 26 | — | — | ||
| Q4 25 | — | 32.34× | ||
| Q3 25 | — | 5.92× | ||
| Q2 25 | — | 2.73× | ||
| Q1 25 | — | 3.21× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.15× | ||
| 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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
GDYN
暂无分部数据
