vs
DoorDash（DASH）与通用电气医疗（GEHC）财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是DoorDash的1.4倍（$5.7B vs $4.0B），通用电气医疗净利率更高（10.3% vs 5.4%，领先4.9%），DoorDash同比增速更快（37.7% vs 7.1%），过去两年DoorDash的营收复合增速更高（25.5% vs 10.7%）
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。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、核磁共振、女性健康筛查、X射线系统）、超声、患者护理解决方案（聚焦远程患者监测、麻醉呼吸护理、心脏病诊断、婴幼儿照护）及制药诊断业务。
DASH vs GEHC — 直观对比
营收规模更大
GEHC
是对方的1.4倍
$4.0B
营收增速更快
DASH
高出30.6%
7.1%
净利率更高
GEHC
高出4.9%
5.4%
两年增速更快
DASH
近两年复合增速
10.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $5.7B |
| 净利润 | $213.0M | $588.0M |
| 毛利率 | — | 39.7% |
| 营业利润率 | 3.7% | 14.5% |
| 净利率 | 5.4% | 10.3% |
| 营收同比 | 37.7% | 7.1% |
| 净利润同比 | 51.1% | -18.4% |
| 每股收益（稀释后） | $0.49 | $1.28 |
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DASHGEHC
| Q4 25 | $4.0B | $5.7B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.3B | $5.0B | ||
| Q1 25 | $3.0B | $4.8B | ||
| Q4 24 | $2.9B | $5.3B | ||
| Q3 24 | $2.7B | $4.9B | ||
| Q2 24 | $2.6B | $4.8B | ||
| Q1 24 | $2.5B | $4.7B |
净利润DASHGEHC
| Q4 25 | $213.0M | $588.0M | ||
| Q3 25 | $244.0M | $446.0M | ||
| Q2 25 | $285.0M | $486.0M | ||
| Q1 25 | $193.0M | $564.0M | ||
| Q4 24 | $141.0M | $721.0M | ||
| Q3 24 | $162.0M | $470.0M | ||
| Q2 24 | $-157.0M | $428.0M | ||
| Q1 24 | $-23.0M | $374.0M |
毛利率DASHGEHC
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 39.6% | ||
| Q1 25 | — | 42.1% | ||
| Q4 24 | — | 42.8% | ||
| Q3 24 | — | 41.7% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 40.9% |
营业利润率DASHGEHC
| Q4 25 | 3.7% | 14.5% | ||
| Q3 25 | 7.5% | 12.7% | ||
| Q2 25 | 5.0% | 13.1% | ||
| Q1 25 | 5.1% | 13.2% | ||
| Q4 24 | 4.1% | 15.1% | ||
| Q3 24 | 4.0% | 13.9% | ||
| Q2 24 | -7.6% | 12.6% | ||
| Q1 24 | -2.4% | 11.6% |
净利率DASHGEHC
| Q4 25 | 5.4% | 10.3% | ||
| Q3 25 | 7.1% | 8.7% | ||
| Q2 25 | 8.7% | 9.7% | ||
| Q1 25 | 6.4% | 11.8% | ||
| Q4 24 | 4.9% | 13.6% | ||
| Q3 24 | 6.0% | 9.7% | ||
| Q2 24 | -6.0% | 8.8% | ||
| Q1 24 | -0.9% | 8.0% |
每股收益（稀释后）DASHGEHC
| Q4 25 | $0.49 | $1.28 | ||
| Q3 25 | $0.55 | $0.98 | ||
| Q2 25 | $0.65 | $1.06 | ||
| Q1 25 | $0.44 | $1.23 | ||
| Q4 24 | $0.35 | $1.58 | ||
| Q3 24 | $0.38 | $1.02 | ||
| Q2 24 | $-0.38 | $0.93 | ||
| Q1 24 | $-0.06 | $0.81 |
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 | $4.5B |
| 总债务越低越好 | — | $10.0B |
| 股东权益账面价值 | $10.0B | $10.4B |
| 总资产 | $19.7B | $36.9B |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资DASHGEHC
| Q4 25 | $4.4B | $4.5B | ||
| Q3 25 | $3.3B | $4.0B | ||
| Q2 25 | $3.9B | $3.7B | ||
| Q1 25 | $4.5B | $2.5B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $3.7B | $3.5B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.1B | $2.6B |
总债务DASHGEHC
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $10.3B | ||
| Q2 25 | — | $10.3B | ||
| Q1 25 | — | $8.8B | ||
| Q4 24 | — | $9.0B | ||
| Q3 24 | — | $10.3B | ||
| Q2 24 | — | $9.2B | ||
| Q1 24 | — | $9.3B |
股东权益DASHGEHC
| Q4 25 | $10.0B | $10.4B | ||
| Q3 25 | $9.5B | $10.0B | ||
| Q2 25 | $8.9B | $9.7B | ||
| Q1 25 | $8.4B | $9.2B | ||
| Q4 24 | $7.8B | $8.4B | ||
| Q3 24 | $7.6B | $8.3B | ||
| Q2 24 | $7.2B | $7.8B | ||
| Q1 24 | $7.0B | $7.4B |
总资产DASHGEHC
| Q4 25 | $19.7B | $36.9B | ||
| Q3 25 | $18.0B | $36.1B | ||
| Q2 25 | $16.9B | $35.5B | ||
| Q1 25 | $13.6B | $33.6B | ||
| Q4 24 | $12.8B | $33.1B | ||
| Q3 24 | $12.3B | $33.9B | ||
| Q2 24 | $11.8B | $31.9B | ||
| Q1 24 | $11.4B | $32.2B |
负债/权益比DASHGEHC
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.06× | ||
| Q1 25 | — | 0.95× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.24× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 1.25× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $367.0M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $2.2B | — |
8季度趋势，按日历期对齐
经营现金流DASHGEHC
| Q4 25 | $421.0M | — | ||
| Q3 25 | $871.0M | — | ||
| Q2 25 | $504.0M | $94.0M | ||
| Q1 25 | $635.0M | $250.0M | ||
| Q4 24 | $518.0M | — | ||
| Q3 24 | $531.0M | — | ||
| Q2 24 | $530.0M | $-119.0M | ||
| Q1 24 | $553.0M | $419.0M |
自由现金流DASHGEHC
| Q4 25 | $367.0M | — | ||
| Q3 25 | $808.0M | — | ||
| Q2 25 | $438.0M | $8.0M | ||
| Q1 25 | $561.0M | $98.0M | ||
| Q4 24 | $486.0M | — | ||
| Q3 24 | $499.0M | — | ||
| Q2 24 | $507.0M | $-183.0M | ||
| Q1 24 | $536.0M | $274.0M |
自由现金流率DASHGEHC
| Q4 25 | 9.3% | — | ||
| Q3 25 | 23.4% | — | ||
| Q2 25 | 13.3% | 0.2% | ||
| Q1 25 | 18.5% | 2.1% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.4% | — | ||
| Q2 24 | 19.3% | -3.8% | ||
| Q1 24 | 21.3% | 5.9% |
资本支出强度DASHGEHC
| Q4 25 | 1.4% | 2.4% | ||
| Q3 25 | 1.8% | 2.1% | ||
| Q2 25 | 2.0% | 1.7% | ||
| Q1 25 | 2.4% | 3.2% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.9% | 1.3% | ||
| Q1 24 | 0.7% | 3.1% |
现金转化率DASHGEHC
| Q4 25 | 1.98× | — | ||
| Q3 25 | 3.57× | — | ||
| Q2 25 | 1.77× | 0.19× | ||
| Q1 25 | 3.29× | 0.44× | ||
| Q4 24 | 3.67× | — | ||
| Q3 24 | 3.28× | — | ||
| Q2 24 | — | -0.28× | ||
| Q1 24 | — | 1.12× |
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
GEHC
| Imaging Segment | $2.6B | 45% |
| PCS Segment | $824.0M | 14% |
| P Dx Segment | $790.0M | 14% |
| Specialized Ultrasound Subsegment | $735.0M | 13% |
| Monitoring Solutions Subsegment | $578.0M | 10% |
| Life Support Solutions Subsegment | $247.0M | 4% |
