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DoorDash（DASH）与福克斯集团（FOXA）财务数据对比。点击上方公司名可切换其他公司
福克斯集团的季度营收约是DoorDash的1.3倍（$5.2B vs $4.0B），DoorDash净利率更高（5.4% vs 4.8%，领先0.6%），DoorDash同比增速更快（37.7% vs 2.0%），DoorDash自由现金流更多（$367.0M vs $-791.0M），过去两年DoorDash的营收复合增速更高（25.5% vs 22.6%）
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。
福克斯集团是美国跨国大众传媒企业，总部位于纽约曼哈顿中城美洲大道1211号，在加州伯班克也设有办公点。公司以威廉·福克斯命名，在特拉华州注册，2019年3月19日从21世纪福克斯分拆而来，承接后者的电视广播、新闻及体育业务，由拉克兰·默多克通过家族信托持有36%投票权实现控股。
DASH vs FOXA — 直观对比
营收规模更大
FOXA
是对方的1.3倍
$4.0B
营收增速更快
DASH
高出35.6%
2.0%
净利率更高
DASH
高出0.6%
4.8%
自由现金流更多
DASH
多$1.2B
$-791.0M
两年增速更快
DASH
近两年复合增速
22.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $5.2B |
| 净利润 | $213.0M | $247.0M |
| 毛利率 | — | — |
| 营业利润率 | 3.7% | 6.2% |
| 净利率 | 5.4% | 4.8% |
| 营收同比 | 37.7% | 2.0% |
| 净利润同比 | 51.1% | -36.3% |
| 每股收益（稀释后） | $0.49 | $0.52 |
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DASHFOXA
| Q4 25 | $4.0B | $5.2B | ||
| Q3 25 | $3.4B | $3.7B | ||
| Q2 25 | $3.3B | $3.3B | ||
| Q1 25 | $3.0B | $4.4B | ||
| Q4 24 | $2.9B | $5.1B | ||
| Q3 24 | $2.7B | $3.6B | ||
| Q2 24 | $2.6B | $3.1B | ||
| Q1 24 | $2.5B | $3.4B |
净利润DASHFOXA
| Q4 25 | $213.0M | $247.0M | ||
| Q3 25 | $244.0M | $609.0M | ||
| Q2 25 | $285.0M | $719.0M | ||
| Q1 25 | $193.0M | $354.0M | ||
| Q4 24 | $141.0M | $388.0M | ||
| Q3 24 | $162.0M | $832.0M | ||
| Q2 24 | $-157.0M | $320.0M | ||
| Q1 24 | $-23.0M | $704.0M |
营业利润率DASHFOXA
| Q4 25 | 3.7% | 6.2% | ||
| Q3 25 | 7.5% | 21.4% | ||
| Q2 25 | 5.0% | 29.2% | ||
| Q1 25 | 5.1% | 10.8% | ||
| Q4 24 | 4.1% | 10.1% | ||
| Q3 24 | 4.0% | 31.2% | ||
| Q2 24 | -7.6% | 14.6% | ||
| Q1 24 | -2.4% | 27.9% |
净利率DASHFOXA
| Q4 25 | 5.4% | 4.8% | ||
| Q3 25 | 7.1% | 16.3% | ||
| Q2 25 | 8.7% | 21.9% | ||
| Q1 25 | 6.4% | 8.1% | ||
| Q4 24 | 4.9% | 7.6% | ||
| Q3 24 | 6.0% | 23.3% | ||
| Q2 24 | -6.0% | 10.3% | ||
| Q1 24 | -0.9% | 20.4% |
每股收益（稀释后）DASHFOXA
| Q4 25 | $0.49 | $0.52 | ||
| Q3 25 | $0.55 | $1.32 | ||
| Q2 25 | $0.65 | $1.57 | ||
| Q1 25 | $0.44 | $0.75 | ||
| Q4 24 | $0.35 | $0.81 | ||
| Q3 24 | $0.38 | $1.78 | ||
| Q2 24 | $-0.38 | $0.68 | ||
| Q1 24 | $-0.06 | $1.40 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.0B | $10.9B |
| 总资产 | $19.7B | $21.5B |
| 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DASHFOXA
| Q4 25 | $4.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.1B | — |
总债务DASHFOXA
| Q4 25 | — | — | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | — | $6.6B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $7.2B |
股东权益DASHFOXA
| Q4 25 | $10.0B | $10.9B | ||
| Q3 25 | $9.5B | $12.2B | ||
| Q2 25 | $8.9B | $12.0B | ||
| Q1 25 | $8.4B | $11.5B | ||
| Q4 24 | $7.8B | $11.5B | ||
| Q3 24 | $7.6B | $11.3B | ||
| Q2 24 | $7.2B | $10.7B | ||
| Q1 24 | $7.0B | $10.6B |
总资产DASHFOXA
| Q4 25 | $19.7B | $21.5B | ||
| Q3 25 | $18.0B | $22.8B | ||
| Q2 25 | $16.9B | $23.2B | ||
| Q1 25 | $13.6B | $23.4B | ||
| Q4 24 | $12.8B | $23.0B | ||
| Q3 24 | $12.3B | $22.5B | ||
| Q2 24 | $11.8B | $22.0B | ||
| Q1 24 | $11.4B | $21.7B |
负债/权益比DASHFOXA
| Q4 25 | — | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.67× | ||
| Q1 24 | — | 0.68× |
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 | $-669.0M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $-791.0M |
| 自由现金流率自由现金流/营收 | 9.3% | -15.3% |
| 资本支出强度资本支出/营收 | 1.4% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.98× | -2.71× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $2.3B |
8季度趋势，按日历期对齐
经营现金流DASHFOXA
| Q4 25 | $421.0M | $-669.0M | ||
| Q3 25 | $871.0M | $-130.0M | ||
| Q2 25 | $504.0M | $1.5B | ||
| Q1 25 | $635.0M | $2.0B | ||
| Q4 24 | $518.0M | $-362.0M | ||
| Q3 24 | $531.0M | $158.0M | ||
| Q2 24 | $530.0M | $899.0M | ||
| Q1 24 | $553.0M | $1.5B |
自由现金流DASHFOXA
| Q4 25 | $367.0M | $-791.0M | ||
| Q3 25 | $808.0M | $-234.0M | ||
| Q2 25 | $438.0M | $1.4B | ||
| Q1 25 | $561.0M | $1.9B | ||
| Q4 24 | $486.0M | $-436.0M | ||
| Q3 24 | $499.0M | $94.0M | ||
| Q2 24 | $507.0M | $787.0M | ||
| Q1 24 | $536.0M | $1.4B |
自由现金流率DASHFOXA
| Q4 25 | 9.3% | -15.3% | ||
| Q3 25 | 23.4% | -6.3% | ||
| Q2 25 | 13.3% | 42.4% | ||
| Q1 25 | 18.5% | 44.4% | ||
| Q4 24 | 16.9% | -8.6% | ||
| Q3 24 | 18.4% | 2.6% | ||
| Q2 24 | 19.3% | 25.5% | ||
| Q1 24 | 21.3% | 40.4% |
资本支出强度DASHFOXA
| Q4 25 | 1.4% | 2.4% | ||
| Q3 25 | 1.8% | 2.8% | ||
| Q2 25 | 2.0% | 3.6% | ||
| Q1 25 | 2.4% | 1.7% | ||
| Q4 24 | 1.1% | 1.5% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 0.9% | 3.6% | ||
| Q1 24 | 0.7% | 2.4% |
现金转化率DASHFOXA
| Q4 25 | 1.98× | -2.71× | ||
| Q3 25 | 3.57× | -0.21× | ||
| Q2 25 | 1.77× | 2.10× | ||
| Q1 25 | 3.29× | 5.69× | ||
| Q4 24 | 3.67× | -0.93× | ||
| Q3 24 | 3.28× | 0.19× | ||
| Q2 24 | — | 2.81× | ||
| Q1 24 | — | 2.10× |
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
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
