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DoorDash（DASH）与DXC Technology Co（DXC）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是DXC Technology Co的1.2倍（$4.0B vs $3.2B），DoorDash净利率更高（5.4% vs 3.4%，领先2.0%），DoorDash同比增速更快（37.7% vs -1.0%），DoorDash自由现金流更多（$367.0M vs $359.0M），过去两年DoorDash的营收复合增速更高（25.5% vs -2.9%）
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
DXC Technology是总部位于美国弗吉尼亚州阿什本的跨国信息技术服务与咨询企业，为全球客户提供专业的IT解决方案及相关咨询服务，助力企业实现数字化转型、提升运营效率。
DASH vs DXC — 直观对比
营收规模更大
DASH
是对方的1.2倍
$3.2B
营收增速更快
DASH
高出38.6%
-1.0%
净利率更高
DASH
高出2.0%
3.4%
自由现金流更多
DASH
多$8.0M
$359.0M
两年增速更快
DASH
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $3.2B |
| 净利润 | $213.0M | $107.0M |
| 毛利率 | — | — |
| 营业利润率 | 3.7% | 8.2% |
| 净利率 | 5.4% | 3.4% |
| 营收同比 | 37.7% | -1.0% |
| 净利润同比 | 51.1% | 87.7% |
| 每股收益（稀释后） | $0.49 | $0.61 |
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DASHDXC
| Q4 25 | $4.0B | $3.2B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.0B | $3.2B | ||
| Q4 24 | $2.9B | $3.2B | ||
| Q3 24 | $2.7B | $3.2B | ||
| Q2 24 | $2.6B | $3.2B | ||
| Q1 24 | $2.5B | $3.4B |
净利润DASHDXC
| Q4 25 | $213.0M | $107.0M | ||
| Q3 25 | $244.0M | $36.0M | ||
| Q2 25 | $285.0M | $16.0M | ||
| Q1 25 | $193.0M | $264.0M | ||
| Q4 24 | $141.0M | $57.0M | ||
| Q3 24 | $162.0M | $42.0M | ||
| Q2 24 | $-157.0M | $26.0M | ||
| Q1 24 | $-23.0M | $-200.0M |
营业利润率DASHDXC
| Q4 25 | 3.7% | 8.2% | ||
| Q3 25 | 7.5% | 8.0% | ||
| Q2 25 | 5.0% | 6.8% | ||
| Q1 25 | 5.1% | 7.3% | ||
| Q4 24 | 4.1% | 8.9% | ||
| Q3 24 | 4.0% | 8.6% | ||
| Q2 24 | -7.6% | 6.9% | ||
| Q1 24 | -2.4% | 8.2% |
净利率DASHDXC
| Q4 25 | 5.4% | 3.4% | ||
| Q3 25 | 7.1% | 1.1% | ||
| Q2 25 | 8.7% | 0.5% | ||
| Q1 25 | 6.4% | 8.3% | ||
| Q4 24 | 4.9% | 1.8% | ||
| Q3 24 | 6.0% | 1.3% | ||
| Q2 24 | -6.0% | 0.8% | ||
| Q1 24 | -0.9% | -5.9% |
每股收益（稀释后）DASHDXC
| Q4 25 | $0.49 | $0.61 | ||
| Q3 25 | $0.55 | $0.20 | ||
| Q2 25 | $0.65 | $0.09 | ||
| Q1 25 | $0.44 | $1.42 | ||
| Q4 24 | $0.35 | $0.31 | ||
| Q3 24 | $0.38 | $0.23 | ||
| Q2 24 | $-0.38 | $0.14 | ||
| Q1 24 | $-0.06 | $-1.01 |
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 | $4.4B | $1.7B |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $10.0B | $3.1B |
| 总资产 | $19.7B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资DASHDXC
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $3.3B | $1.9B | ||
| Q2 25 | $3.9B | $1.8B | ||
| Q1 25 | $4.5B | $1.8B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $3.7B | $1.2B | ||
| Q2 24 | $3.4B | $1.3B | ||
| Q1 24 | $3.1B | $1.2B |
总债务DASHDXC
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.8B |
股东权益DASHDXC
| Q4 25 | $10.0B | $3.1B | ||
| Q3 25 | $9.5B | $3.1B | ||
| Q2 25 | $8.9B | $3.2B | ||
| Q1 25 | $8.4B | $3.2B | ||
| Q4 24 | $7.8B | $3.0B | ||
| Q3 24 | $7.6B | $3.0B | ||
| Q2 24 | $7.2B | $2.9B | ||
| Q1 24 | $7.0B | $2.8B |
总资产DASHDXC
| Q4 25 | $19.7B | $13.2B | ||
| Q3 25 | $18.0B | $13.6B | ||
| Q2 25 | $16.9B | $13.4B | ||
| Q1 25 | $13.6B | $13.2B | ||
| Q4 24 | $12.8B | $13.0B | ||
| Q3 24 | $12.3B | $13.5B | ||
| Q2 24 | $11.8B | $13.4B | ||
| Q1 24 | $11.4B | $13.9B |
负债/权益比DASHDXC
| Q4 25 | — | 0.98× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | 1.32× | ||
| Q1 24 | — | 1.36× |
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 | $421.0M | $414.0M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $359.0M |
| 自由现金流率自由现金流/营收 | 9.3% | 11.2% |
| 资本支出强度资本支出/营收 | 1.4% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.98× | 3.87× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $1.1B |
8季度趋势，按日历期对齐
经营现金流DASHDXC
| Q4 25 | $421.0M | $414.0M | ||
| Q3 25 | $871.0M | $409.0M | ||
| Q2 25 | $504.0M | $186.0M | ||
| Q1 25 | $635.0M | $315.0M | ||
| Q4 24 | $518.0M | $650.0M | ||
| Q3 24 | $531.0M | $195.0M | ||
| Q2 24 | $530.0M | $238.0M | ||
| Q1 24 | $553.0M | $280.0M |
自由现金流DASHDXC
| Q4 25 | $367.0M | $359.0M | ||
| Q3 25 | $808.0M | $365.0M | ||
| Q2 25 | $438.0M | $143.0M | ||
| Q1 25 | $561.0M | $238.0M | ||
| Q4 24 | $486.0M | $568.0M | ||
| Q3 24 | $499.0M | $154.0M | ||
| Q2 24 | $507.0M | $190.0M | ||
| Q1 24 | $536.0M | $242.0M |
自由现金流率DASHDXC
| Q4 25 | 9.3% | 11.2% | ||
| Q3 25 | 23.4% | 11.5% | ||
| Q2 25 | 13.3% | 4.5% | ||
| Q1 25 | 18.5% | 7.5% | ||
| Q4 24 | 16.9% | 17.6% | ||
| Q3 24 | 18.4% | 4.8% | ||
| Q2 24 | 19.3% | 5.9% | ||
| Q1 24 | 21.3% | 7.1% |
资本支出强度DASHDXC
| Q4 25 | 1.4% | 1.7% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 2.0% | 1.4% | ||
| Q1 25 | 2.4% | 2.4% | ||
| Q4 24 | 1.1% | 2.5% | ||
| Q3 24 | 1.2% | 1.3% | ||
| Q2 24 | 0.9% | 1.5% | ||
| Q1 24 | 0.7% | 1.1% |
现金转化率DASHDXC
| Q4 25 | 1.98× | 3.87× | ||
| Q3 25 | 3.57× | 11.36× | ||
| Q2 25 | 1.77× | 11.63× | ||
| Q1 25 | 3.29× | 1.19× | ||
| Q4 24 | 3.67× | 11.40× | ||
| Q3 24 | 3.28× | 4.64× | ||
| Q2 24 | — | 9.15× | ||
| Q1 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
DASH
暂无分部数据
DXC
| GIS Segment | $1.6B | 50% |
| CES Segment | $1.3B | 40% |
| Insurance Segment | $321.0M | 10% |
