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DoorDash（DASH）与艺康（ECL）财务数据对比。点击上方公司名可切换其他公司
艺康的季度营收约是DoorDash的1.0倍（$4.1B vs $4.0B），艺康净利率更高（10.6% vs 7.1%，领先3.6%），艺康同比增速更快（10.0% vs 8.3%），过去两年DoorDash的营收复合增速更高（23.9% vs 1.0%）
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。
艺康（Ecolab）总部位于美国明尼苏达州圣保罗市，是全球领先的水处理、清洁消毒与卫生防护产品提供商，核心客户群体覆盖各领域商业机构与工业企业，可助力客户提升运营效率、保障公共卫生安全、实现可持续发展。
DASH vs ECL — 直观对比
营收规模更大
ECL
是对方的1.0倍
$4.0B
营收增速更快
ECL
高出1.7%
8.3%
净利率更高
ECL
高出3.6%
7.1%
两年增速更快
DASH
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.1B |
| 净利润 | $285.0M | $432.6M |
| 毛利率 | 39.8% | — |
| 营业利润率 | 3.7% | 15.3% |
| 净利率 | 7.1% | 10.6% |
| 营收同比 | 8.3% | 10.0% |
| 净利润同比 | 47.7% | 1.3% |
| 每股收益（稀释后） | $0.42 | $1.52 |
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DASHECL
| Q2 26 | — | $4.1B | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $4.2B | ||
| Q3 25 | $3.4B | $4.2B | ||
| Q2 25 | $3.3B | $4.0B | ||
| Q1 25 | $3.0B | $3.7B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $2.7B | $4.0B |
净利润DASHECL
| Q2 26 | — | $432.6M | ||
| Q1 26 | $285.0M | — | ||
| Q4 25 | $213.0M | $563.9M | ||
| Q3 25 | $244.0M | $585.0M | ||
| Q2 25 | $285.0M | $524.2M | ||
| Q1 25 | $193.0M | $402.5M | ||
| Q4 24 | $141.0M | $472.9M | ||
| Q3 24 | $162.0M | $736.5M |
毛利率DASHECL
| Q2 26 | — | — | ||
| Q1 26 | 39.8% | — | ||
| Q4 25 | — | 44.0% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 43.3% | ||
| Q3 24 | — | 43.4% |
营业利润率DASHECL
| Q2 26 | — | 15.3% | ||
| Q1 26 | 3.7% | — | ||
| Q4 25 | 3.7% | 17.0% | ||
| Q3 25 | 7.5% | 18.3% | ||
| Q2 25 | 5.0% | 17.6% | ||
| Q1 25 | 5.1% | 15.0% | ||
| Q4 24 | 4.1% | 14.6% | ||
| Q3 24 | 4.0% | 26.1% |
净利率DASHECL
| Q2 26 | — | 10.6% | ||
| Q1 26 | 7.1% | — | ||
| Q4 25 | 5.4% | 13.4% | ||
| Q3 25 | 7.1% | 14.0% | ||
| Q2 25 | 8.7% | 13.0% | ||
| Q1 25 | 6.4% | 10.9% | ||
| Q4 24 | 4.9% | 11.8% | ||
| Q3 24 | 6.0% | 18.4% |
每股收益（稀释后）DASHECL
| Q2 26 | — | $1.52 | ||
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.49 | $1.98 | ||
| Q3 25 | $0.55 | $2.05 | ||
| Q2 25 | $0.65 | $1.84 | ||
| Q1 25 | $0.44 | $1.41 | ||
| Q4 24 | $0.35 | $1.65 | ||
| Q3 24 | $0.38 | $2.58 |
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 | $5.5B | $519.8K |
| 总债务越低越好 | — | $8.5M |
| 股东权益账面价值 | $10.2B | $10.0M |
| 总资产 | $19.7B | $25.0M |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资DASHECL
| Q2 26 | — | $519.8K | ||
| Q1 26 | $5.5B | — | ||
| Q4 25 | $4.4B | $646.2M | ||
| Q3 25 | $3.3B | $2.0B | ||
| Q2 25 | $3.9B | $1.9B | ||
| Q1 25 | $4.5B | $1.2B | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | $3.7B | $1.3B |
总债务DASHECL
| Q2 26 | — | $8.5M | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $7.4B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | — | $7.5B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $7.0B |
股东权益DASHECL
| Q2 26 | — | $10.0M | ||
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $9.8B | ||
| Q3 25 | $9.5B | $9.7B | ||
| Q2 25 | $8.9B | $9.3B | ||
| Q1 25 | $8.4B | $8.9B | ||
| Q4 24 | $7.8B | $8.8B | ||
| Q3 24 | $7.6B | $8.5B |
总资产DASHECL
| Q2 26 | — | $25.0M | ||
| Q1 26 | $19.7B | — | ||
| Q4 25 | $19.7B | $24.7B | ||
| Q3 25 | $18.0B | $23.9B | ||
| Q2 25 | $16.9B | $23.7B | ||
| Q1 25 | $13.6B | $22.4B | ||
| Q4 24 | $12.8B | $22.4B | ||
| Q3 24 | $12.3B | $22.1B |
负债/权益比DASHECL
| Q2 26 | — | 0.85× | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.82× |
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 | $504.0M | — |
| 自由现金流经营现金流 - 资本支出 | $355.0M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流DASHECL
| Q2 26 | — | — | ||
| Q1 26 | $504.0M | — | ||
| Q4 25 | $421.0M | $1.1B | ||
| Q3 25 | $871.0M | $791.3M | ||
| Q2 25 | $504.0M | $701.8M | ||
| Q1 25 | $635.0M | $369.4M | ||
| Q4 24 | $518.0M | $766.7M | ||
| Q3 24 | $531.0M | $786.7M |
自由现金流DASHECL
| Q2 26 | — | — | ||
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $758.0M | ||
| Q3 25 | $808.0M | $529.7M | ||
| Q2 25 | $438.0M | $485.1M | ||
| Q1 25 | $561.0M | $131.5M | ||
| Q4 24 | $486.0M | $407.0M | ||
| Q3 24 | $499.0M | $550.3M |
自由现金流率DASHECL
| Q2 26 | — | — | ||
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 18.1% | ||
| Q3 25 | 23.4% | 12.7% | ||
| Q2 25 | 13.3% | 12.1% | ||
| Q1 25 | 18.5% | 3.6% | ||
| Q4 24 | 16.9% | 10.2% | ||
| Q3 24 | 18.4% | 13.8% |
资本支出强度DASHECL
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 7.9% | ||
| Q3 25 | 1.8% | 6.3% | ||
| Q2 25 | 2.0% | 5.4% | ||
| Q1 25 | 2.4% | 6.4% | ||
| Q4 24 | 1.1% | 9.0% | ||
| Q3 24 | 1.2% | 5.9% |
现金转化率DASHECL
| Q2 26 | — | — | ||
| Q1 26 | 1.77× | — | ||
| Q4 25 | 1.98× | 1.93× | ||
| Q3 25 | 3.57× | 1.35× | ||
| Q2 25 | 1.77× | 1.34× | ||
| Q1 25 | 3.29× | 0.92× | ||
| Q4 24 | 3.67× | 1.62× | ||
| Q3 24 | 3.28× | 1.07× |
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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
