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DAKTRONICS INC（DAKT）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是DAKTRONICS INC的1.6倍（$362.7M vs $229.3M），DAKTRONICS INC净利率更高（7.6% vs -10.7%，领先18.3%），DAKTRONICS INC自由现金流更多（$14.0M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 16.0%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
DAKT vs VNET — 直观对比
营收规模更大
VNET
是对方的1.6倍
$229.3M
净利率更高
DAKT
高出18.3%
-10.7%
自由现金流更多
DAKT
多$207.1M
$-193.1M
两年增速更快
VNET
近两年复合增速
16.0%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $229.3M | $362.7M |
| 净利润 | $17.5M | $-38.7M |
| 毛利率 | 27.0% | 20.9% |
| 营业利润率 | 9.4% | 0.5% |
| 净利率 | 7.6% | -10.7% |
| 营收同比 | 10.0% | — |
| 净利润同比 | -18.3% | — |
| 每股收益（稀释后） | $0.35 | — |
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DAKTVNET
| Q4 25 | $229.3M | — | ||
| Q3 25 | $219.0M | $362.7M | ||
| Q2 25 | $172.6M | — | ||
| Q1 25 | $149.5M | $309.5M | ||
| Q4 24 | $208.3M | — | ||
| Q3 24 | $226.1M | $302.2M | ||
| Q2 24 | $215.9M | $274.4M | ||
| Q1 24 | $170.3M | $262.9M |
净利润DAKTVNET
| Q4 25 | $17.5M | — | ||
| Q3 25 | $16.5M | $-38.7M | ||
| Q2 25 | $-9.4M | — | ||
| Q1 25 | $-17.2M | $-2.4M | ||
| Q4 24 | $21.4M | — | ||
| Q3 24 | $-4.9M | $-2.1M | ||
| Q2 24 | $2.5M | $-1.1M | ||
| Q1 24 | $10.7M | $-22.0M |
毛利率DAKTVNET
| Q4 25 | 27.0% | — | ||
| Q3 25 | 29.7% | 20.9% | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 24.6% | 25.2% | ||
| Q4 24 | 26.8% | — | ||
| Q3 24 | 26.4% | 23.2% | ||
| Q2 24 | 25.7% | 21.3% | ||
| Q1 24 | 24.5% | 21.6% |
营业利润率DAKTVNET
| Q4 25 | 9.4% | — | ||
| Q3 25 | 10.6% | 0.5% | ||
| Q2 25 | -1.0% | — | ||
| Q1 25 | -2.4% | 0.1% | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 10.0% | 24.5% | ||
| Q2 24 | 9.0% | 0.2% | ||
| Q1 24 | 4.7% | 0.2% |
净利率DAKTVNET
| Q4 25 | 7.6% | — | ||
| Q3 25 | 7.5% | -10.7% | ||
| Q2 25 | -5.5% | — | ||
| Q1 25 | -11.5% | -0.8% | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | -2.2% | -0.7% | ||
| Q2 24 | 1.2% | -0.4% | ||
| Q1 24 | 6.3% | -8.4% |
每股收益（稀释后）DAKTVNET
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.33 | — | ||
| Q2 25 | $0.04 | — | ||
| Q1 25 | $-0.36 | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $-0.11 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $0.09 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $297.5M | $890.8M |
| 总资产 | $548.4M | $6.1B |
| 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DAKTVNET
| Q4 25 | $149.6M | — | ||
| Q3 25 | $136.9M | $492.1M | ||
| Q2 25 | $127.5M | — | ||
| Q1 25 | $132.2M | $544.3M | ||
| Q4 24 | $134.4M | — | ||
| Q3 24 | $96.8M | $219.5M | ||
| Q2 24 | $81.3M | $247.2M | ||
| Q1 24 | $76.8M | $246.9M |
总债务DAKTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DAKTVNET
| Q4 25 | $297.5M | — | ||
| Q3 25 | $279.8M | $890.8M | ||
| Q2 25 | $271.9M | — | ||
| Q1 25 | $272.3M | $927.8M | ||
| Q4 24 | $260.9M | — | ||
| Q3 24 | $238.2M | $902.9M | ||
| Q2 24 | $238.8M | $900.6M | ||
| Q1 24 | $236.2M | $895.1M |
总资产DAKTVNET
| Q4 25 | $548.4M | — | ||
| Q3 25 | $545.6M | $6.1B | ||
| Q2 25 | $502.9M | — | ||
| Q1 25 | $524.2M | $5.4B | ||
| Q4 24 | $551.9M | — | ||
| Q3 24 | $553.9M | $4.3B | ||
| Q2 24 | $527.9M | $4.0B | ||
| Q1 24 | $499.2M | $3.9B |
负债/权益比DAKTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 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 | $16.5M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $-193.1M |
| 自由现金流率自由现金流/营收 | 6.1% | -53.2% |
| 资本支出强度资本支出/营收 | 1.1% | 84.6% |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $61.7M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流DAKTVNET
| Q4 25 | $16.5M | — | ||
| Q3 25 | $26.1M | $113.8M | ||
| Q2 25 | $22.9M | — | ||
| Q1 25 | $12.0M | $27.0M | ||
| Q4 24 | $43.3M | — | ||
| Q3 24 | $19.5M | $108.3M | ||
| Q2 24 | $9.5M | $55.8M | ||
| Q1 24 | $9.5M | $37.1M |
自由现金流DAKTVNET
| Q4 25 | $14.0M | — | ||
| Q3 25 | $21.8M | $-193.1M | ||
| Q2 25 | $18.0M | — | ||
| Q1 25 | $7.8M | $-220.0M | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $14.4M | $-95.0M | ||
| Q2 24 | $6.1M | $-81.6M | ||
| Q1 24 | $5.1M | $-102.2M |
自由现金流率DAKTVNET
| Q4 25 | 6.1% | — | ||
| Q3 25 | 10.0% | -53.2% | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 5.2% | -71.1% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.4% | -31.4% | ||
| Q2 24 | 2.8% | -29.8% | ||
| Q1 24 | 3.0% | -38.9% |
资本支出强度DAKTVNET
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.0% | 84.6% | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 2.8% | 79.8% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.2% | 67.3% | ||
| Q2 24 | 1.6% | 50.1% | ||
| Q1 24 | 2.6% | 53.0% |
现金转化率DAKTVNET
| Q4 25 | 0.94× | — | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 0.88× | — |
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% |
VNET
暂无分部数据
