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CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的1.0倍（$242.4M vs $233.0M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 4.4%，领先6.2%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 18.3%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $22.7M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 5.1%）
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。
CSW vs DOCN — 直观对比
营收规模更大
DOCN
是对方的1.0倍
$233.0M
营收增速更快
CSW
高出2.0%
18.3%
净利率更高
DOCN
高出6.2%
4.4%
自由现金流更多
DOCN
多$8.4M
$22.7M
两年增速更快
DOCN
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $242.4M |
| 净利润 | $10.3M | $25.7M |
| 毛利率 | 39.7% | 58.7% |
| 营业利润率 | 7.4% | 16.0% |
| 净利率 | 4.4% | 10.6% |
| 营收同比 | 20.3% | 18.3% |
| 净利润同比 | -61.9% | 40.5% |
| 每股收益（稀释后） | $0.62 | $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CSWDOCN
| Q4 25 | $233.0M | $242.4M | ||
| Q3 25 | $277.0M | $229.6M | ||
| Q2 25 | $263.6M | $218.7M | ||
| Q1 25 | $230.5M | $210.7M | ||
| Q4 24 | $193.6M | $204.9M | ||
| Q3 24 | $227.9M | $198.5M | ||
| Q2 24 | $226.2M | $192.5M | ||
| Q1 24 | $210.9M | $184.7M |
净利润CSWDOCN
| Q4 25 | $10.3M | $25.7M | ||
| Q3 25 | $40.7M | $158.4M | ||
| Q2 25 | $40.9M | $37.0M | ||
| Q1 25 | $35.1M | $38.2M | ||
| Q4 24 | $26.9M | $18.3M | ||
| Q3 24 | $36.1M | $32.9M | ||
| Q2 24 | $38.6M | $19.1M | ||
| Q1 24 | $31.8M | $14.1M |
毛利率CSWDOCN
| Q4 25 | 39.7% | 58.7% | ||
| Q3 25 | 43.0% | 59.6% | ||
| Q2 25 | 43.8% | 59.9% | ||
| Q1 25 | 44.2% | 61.4% | ||
| Q4 24 | 41.4% | 57.1% | ||
| Q3 24 | 45.6% | 60.2% | ||
| Q2 24 | 47.5% | 61.0% | ||
| Q1 24 | 44.4% | 60.7% |
营业利润率CSWDOCN
| Q4 25 | 7.4% | 16.0% | ||
| Q3 25 | 20.5% | 19.6% | ||
| Q2 25 | 20.8% | 16.3% | ||
| Q1 25 | 19.5% | 17.9% | ||
| Q4 24 | 15.3% | 15.9% | ||
| Q3 24 | 22.6% | 12.4% | ||
| Q2 24 | 24.3% | 11.6% | ||
| Q1 24 | 21.0% | 6.2% |
净利率CSWDOCN
| Q4 25 | 4.4% | 10.6% | ||
| Q3 25 | 14.7% | 69.0% | ||
| Q2 25 | 15.5% | 16.9% | ||
| Q1 25 | 15.2% | 18.1% | ||
| Q4 24 | 13.9% | 8.9% | ||
| Q3 24 | 15.8% | 16.6% | ||
| Q2 24 | 17.1% | 9.9% | ||
| Q1 24 | 15.1% | 7.7% |
每股收益（稀释后）CSWDOCN
| Q4 25 | $0.62 | $0.23 | ||
| Q3 25 | $2.41 | $1.51 | ||
| Q2 25 | $2.43 | $0.39 | ||
| Q1 25 | $2.05 | $0.39 | ||
| Q4 24 | $1.60 | $0.21 | ||
| Q3 24 | $2.26 | $0.33 | ||
| Q2 24 | $2.47 | $0.20 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $254.5M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $1.1B | $-28.7M |
| 总资产 | $2.3B | $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CSWDOCN
| Q4 25 | $40.2M | $254.5M | ||
| Q3 25 | $31.5M | $236.6M | ||
| Q2 25 | $38.0M | $387.7M | ||
| Q1 25 | $225.8M | $360.4M | ||
| Q4 24 | $213.8M | $428.4M | ||
| Q3 24 | $273.2M | $439.9M | ||
| Q2 24 | $18.9M | $443.1M | ||
| Q1 24 | $22.2M | $419.1M |
总债务CSWDOCN
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWDOCN
| Q4 25 | $1.1B | $-28.7M | ||
| Q3 25 | $1.1B | $-69.6M | ||
| Q2 25 | $1.1B | $-175.2M | ||
| Q1 25 | $1.1B | $-210.7M | ||
| Q4 24 | $1.0B | $-203.0M | ||
| Q3 24 | $1.0B | $-211.7M | ||
| Q2 24 | $650.2M | $-253.8M | ||
| Q1 24 | $615.7M | $-286.1M |
总资产CSWDOCN
| Q4 25 | $2.3B | $1.8B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.0B | $1.5B |
负债/权益比CSWDOCN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $31.1M |
| 自由现金流率自由现金流/营收 | 9.8% | 12.8% |
| 资本支出强度资本支出/营收 | 2.6% | 10.8% |
| 现金转化率经营现金流/净利润 | 2.81× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $180.5M |
8季度趋势，按日历期对齐
经营现金流CSWDOCN
| Q4 25 | $28.9M | $57.3M | ||
| Q3 25 | $61.8M | $95.8M | ||
| Q2 25 | $60.6M | $92.4M | ||
| Q1 25 | $27.3M | $64.1M | ||
| Q4 24 | $11.6M | $71.3M | ||
| Q3 24 | $66.8M | $73.4M | ||
| Q2 24 | $62.7M | $71.3M | ||
| Q1 24 | $22.4M | $66.7M |
自由现金流CSWDOCN
| Q4 25 | $22.7M | $31.1M | ||
| Q3 25 | $58.7M | $88.0M | ||
| Q2 25 | $57.7M | $59.3M | ||
| Q1 25 | $22.8M | $2.1M | ||
| Q4 24 | $8.5M | $26.1M | ||
| Q3 24 | $61.3M | $16.0M | ||
| Q2 24 | $59.6M | $39.5M | ||
| Q1 24 | $17.5M | $23.0M |
自由现金流率CSWDOCN
| Q4 25 | 9.8% | 12.8% | ||
| Q3 25 | 21.2% | 38.3% | ||
| Q2 25 | 21.9% | 27.1% | ||
| Q1 25 | 9.9% | 1.0% | ||
| Q4 24 | 4.4% | 12.7% | ||
| Q3 24 | 26.9% | 8.1% | ||
| Q2 24 | 26.3% | 20.5% | ||
| Q1 24 | 8.3% | 12.5% |
资本支出强度CSWDOCN
| Q4 25 | 2.6% | 10.8% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.1% | 15.2% | ||
| Q1 25 | 2.0% | 29.4% | ||
| Q4 24 | 1.6% | 22.1% | ||
| Q3 24 | 2.4% | 28.9% | ||
| Q2 24 | 1.4% | 16.6% | ||
| Q1 24 | 2.3% | 23.6% |
现金转化率CSWDOCN
| Q4 25 | 2.81× | 2.23× | ||
| Q3 25 | 1.52× | 0.60× | ||
| Q2 25 | 1.48× | 2.50× | ||
| Q1 25 | 0.78× | 1.68× | ||
| Q4 24 | 0.43× | 3.91× | ||
| Q3 24 | 1.85× | 2.23× | ||
| Q2 24 | 1.62× | 3.73× | ||
| Q1 24 | 0.71× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
