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DAKTRONICS INC（DAKT）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是DAKTRONICS INC的1.2倍（$273.0M vs $229.3M），DAKTRONICS INC净利率更高（7.6% vs 5.6%，领先2.0%），DAKTRONICS INC同比增速更快（10.0% vs 9.0%），DAKTRONICS INC自由现金流更多（$14.0M vs $-157.1M），过去两年DAKTRONICS INC的营收复合增速更高（16.0% vs -9.6%）
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
DAKT vs FOR — 直观对比
营收规模更大
FOR
是对方的1.2倍
$229.3M
营收增速更快
DAKT
高出1.0%
9.0%
净利率更高
DAKT
高出2.0%
5.6%
自由现金流更多
DAKT
多$171.1M
$-157.1M
两年增速更快
DAKT
近两年复合增速
-9.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $229.3M | $273.0M |
| 净利润 | $17.5M | $15.4M |
| 毛利率 | 27.0% | 20.1% |
| 营业利润率 | 9.4% | 7.6% |
| 净利率 | 7.6% | 5.6% |
| 营收同比 | 10.0% | 9.0% |
| 净利润同比 | -18.3% | -6.7% |
| 每股收益（稀释后） | $0.35 | $0.30 |
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DAKTFOR
| Q4 25 | $229.3M | $273.0M | ||
| Q3 25 | $219.0M | $670.5M | ||
| Q2 25 | $172.6M | $390.5M | ||
| Q1 25 | $149.5M | $351.0M | ||
| Q4 24 | $208.3M | $250.4M | ||
| Q3 24 | $226.1M | $551.3M | ||
| Q2 24 | $215.9M | $318.4M | ||
| Q1 24 | $170.3M | $333.8M |
净利润DAKTFOR
| Q4 25 | $17.5M | $15.4M | ||
| Q3 25 | $16.5M | $86.9M | ||
| Q2 25 | $-9.4M | $32.9M | ||
| Q1 25 | $-17.2M | $31.6M | ||
| Q4 24 | $21.4M | $16.5M | ||
| Q3 24 | $-4.9M | $81.5M | ||
| Q2 24 | $2.5M | $38.7M | ||
| Q1 24 | $10.7M | $45.0M |
毛利率DAKTFOR
| Q4 25 | 27.0% | 20.1% | ||
| Q3 25 | 29.7% | 22.3% | ||
| Q2 25 | 25.0% | 20.4% | ||
| Q1 25 | 24.6% | 22.6% | ||
| Q4 24 | 26.8% | 22.0% | ||
| Q3 24 | 26.4% | 23.9% | ||
| Q2 24 | 25.7% | 22.5% | ||
| Q1 24 | 24.5% | 24.9% |
营业利润率DAKTFOR
| Q4 25 | 9.4% | 7.6% | ||
| Q3 25 | 10.6% | 16.9% | ||
| Q2 25 | -1.0% | 11.2% | ||
| Q1 25 | -2.4% | 11.6% | ||
| Q4 24 | 7.6% | 8.7% | ||
| Q3 24 | 10.0% | 19.7% | ||
| Q2 24 | 9.0% | 16.2% | ||
| Q1 24 | 4.7% | 17.6% |
净利率DAKTFOR
| Q4 25 | 7.6% | 5.6% | ||
| Q3 25 | 7.5% | 13.0% | ||
| Q2 25 | -5.5% | 8.4% | ||
| Q1 25 | -11.5% | 9.0% | ||
| Q4 24 | 10.3% | 6.6% | ||
| Q3 24 | -2.2% | 14.8% | ||
| Q2 24 | 1.2% | 12.2% | ||
| Q1 24 | 6.3% | 13.5% |
每股收益（稀释后）DAKTFOR
| Q4 25 | $0.35 | $0.30 | ||
| Q3 25 | $0.33 | $1.70 | ||
| Q2 25 | $0.04 | $0.65 | ||
| Q1 25 | $-0.36 | $0.62 | ||
| Q4 24 | $0.22 | $0.32 | ||
| Q3 24 | $-0.11 | $1.59 | ||
| Q2 24 | $0.18 | $0.76 | ||
| Q1 24 | $0.09 | $0.89 |
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 | $149.6M | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $297.5M | $1.8B |
| 总资产 | $548.4M | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资DAKTFOR
| Q4 25 | $149.6M | $211.7M | ||
| Q3 25 | $136.9M | $379.2M | ||
| Q2 25 | $127.5M | $189.2M | ||
| Q1 25 | $132.2M | $174.3M | ||
| Q4 24 | $134.4M | $132.0M | ||
| Q3 24 | $96.8M | $481.2M | ||
| Q2 24 | $81.3M | $359.2M | ||
| Q1 24 | $76.8M | $416.2M |
总债务DAKTFOR
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
股东权益DAKTFOR
| Q4 25 | $297.5M | $1.8B | ||
| Q3 25 | $279.8M | $1.8B | ||
| Q2 25 | $271.9M | $1.7B | ||
| Q1 25 | $272.3M | $1.6B | ||
| Q4 24 | $260.9M | $1.6B | ||
| Q3 24 | $238.2M | $1.6B | ||
| Q2 24 | $238.8M | $1.5B | ||
| Q1 24 | $236.2M | $1.5B |
总资产DAKTFOR
| Q4 25 | $548.4M | $3.2B | ||
| Q3 25 | $545.6M | $3.1B | ||
| Q2 25 | $502.9M | $3.1B | ||
| Q1 25 | $524.2M | $3.0B | ||
| Q4 24 | $551.9M | $3.0B | ||
| Q3 24 | $553.9M | $2.8B | ||
| Q2 24 | $527.9M | $2.7B | ||
| Q1 24 | $499.2M | $2.6B |
负债/权益比DAKTFOR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $16.5M | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $-157.1M |
| 自由现金流率自由现金流/营收 | 6.1% | -57.5% |
| 资本支出强度资本支出/营收 | 1.1% | 0.0% |
| 现金转化率经营现金流/净利润 | 0.94× | -10.19× |
| 过去12个月自由现金流最近4个季度 | $61.7M | $93.0M |
8季度趋势，按日历期对齐
经营现金流DAKTFOR
| Q4 25 | $16.5M | $-157.0M | ||
| Q3 25 | $26.1M | $256.3M | ||
| Q2 25 | $22.9M | $15.8M | ||
| Q1 25 | $12.0M | $-19.8M | ||
| Q4 24 | $43.3M | $-450.0M | ||
| Q3 24 | $19.5M | $119.2M | ||
| Q2 24 | $9.5M | $-61.7M | ||
| Q1 24 | $9.5M | $-59.2M |
自由现金流DAKTFOR
| Q4 25 | $14.0M | $-157.1M | ||
| Q3 25 | $21.8M | $255.6M | ||
| Q2 25 | $18.0M | $15.0M | ||
| Q1 25 | $7.8M | $-20.5M | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $14.4M | $118.4M | ||
| Q2 24 | $6.1M | $-62.3M | ||
| Q1 24 | $5.1M | $-59.8M |
自由现金流率DAKTFOR
| Q4 25 | 6.1% | -57.5% | ||
| Q3 25 | 10.0% | 38.1% | ||
| Q2 25 | 10.5% | 3.8% | ||
| Q1 25 | 5.2% | -5.8% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.4% | 21.5% | ||
| Q2 24 | 2.8% | -19.6% | ||
| Q1 24 | 3.0% | -17.9% |
资本支出强度DAKTFOR
| Q4 25 | 1.1% | 0.0% | ||
| Q3 25 | 2.0% | 0.1% | ||
| Q2 25 | 2.8% | 0.2% | ||
| Q1 25 | 2.8% | 0.2% | ||
| Q4 24 | 2.6% | 0.0% | ||
| Q3 24 | 2.2% | 0.1% | ||
| Q2 24 | 1.6% | 0.2% | ||
| Q1 24 | 2.6% | 0.2% |
现金转化率DAKTFOR
| Q4 25 | 0.94× | -10.19× | ||
| Q3 25 | 1.58× | 2.95× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | 2.02× | -27.27× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | 3.75× | -1.59× | ||
| Q1 24 | 0.88× | -1.32× |
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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
