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DoorDash（DASH）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是英格索兰的1.9倍（$4.0B vs $2.1B），英格索兰净利率更高（12.7% vs 5.4%，领先7.3%），DoorDash同比增速更快（37.7% vs 10.1%），英格索兰自由现金流更多（$461.5M vs $367.0M），过去两年DoorDash的营收复合增速更高（25.5% vs 11.9%）
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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
DASH vs IR — 直观对比
营收规模更大
DASH
是对方的1.9倍
$2.1B
营收增速更快
DASH
高出27.5%
10.1%
净利率更高
IR
高出7.3%
5.4%
自由现金流更多
IR
多$94.5M
$367.0M
两年增速更快
DASH
近两年复合增速
11.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.1B |
| 净利润 | $213.0M | $266.1M |
| 毛利率 | — | 42.6% |
| 营业利润率 | 3.7% | 18.7% |
| 净利率 | 5.4% | 12.7% |
| 营收同比 | 37.7% | 10.1% |
| 净利润同比 | 51.1% | 15.8% |
| 每股收益（稀释后） | $0.49 | $0.67 |
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DASHIR
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.0B | $1.7B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.6B | $1.8B | ||
| Q1 24 | $2.5B | $1.7B |
净利润DASHIR
| Q4 25 | $213.0M | $266.1M | ||
| Q3 25 | $244.0M | $244.1M | ||
| Q2 25 | $285.0M | $-115.3M | ||
| Q1 25 | $193.0M | $186.5M | ||
| Q4 24 | $141.0M | $229.8M | ||
| Q3 24 | $162.0M | $221.6M | ||
| Q2 24 | $-157.0M | $185.0M | ||
| Q1 24 | $-23.0M | $202.2M |
毛利率DASHIR
| Q4 25 | — | 42.6% | ||
| Q3 25 | — | 43.7% | ||
| Q2 25 | — | 43.7% | ||
| Q1 25 | — | 44.6% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 43.8% | ||
| Q2 24 | — | 43.9% | ||
| Q1 24 | — | 44.7% |
营业利润率DASHIR
| Q4 25 | 3.7% | 18.7% | ||
| Q3 25 | 7.5% | 19.2% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 5.1% | 17.6% | ||
| Q4 24 | 4.1% | 20.0% | ||
| Q3 24 | 4.0% | 19.1% | ||
| Q2 24 | -7.6% | 15.1% | ||
| Q1 24 | -2.4% | 17.6% |
净利率DASHIR
| Q4 25 | 5.4% | 12.7% | ||
| Q3 25 | 7.1% | 12.5% | ||
| Q2 25 | 8.7% | -6.1% | ||
| Q1 25 | 6.4% | 10.9% | ||
| Q4 24 | 4.9% | 12.1% | ||
| Q3 24 | 6.0% | 11.9% | ||
| Q2 24 | -6.0% | 10.2% | ||
| Q1 24 | -0.9% | 12.1% |
每股收益（稀释后）DASHIR
| Q4 25 | $0.49 | $0.67 | ||
| Q3 25 | $0.55 | $0.61 | ||
| Q2 25 | $0.65 | $-0.29 | ||
| Q1 25 | $0.44 | $0.46 | ||
| Q4 24 | $0.35 | $0.57 | ||
| Q3 24 | $0.38 | $0.54 | ||
| Q2 24 | $-0.38 | $0.45 | ||
| Q1 24 | $-0.06 | $0.50 |
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 | $1.2B |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | $10.0B | $10.1B |
| 总资产 | $19.7B | $18.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资DASHIR
| Q4 25 | $4.4B | $1.2B | ||
| Q3 25 | $3.3B | $1.2B | ||
| Q2 25 | $3.9B | $1.3B | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $3.7B | $1.4B | ||
| Q2 24 | $3.4B | $1.1B | ||
| Q1 24 | $3.1B | $1.5B |
总债务DASHIR
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益DASHIR
| Q4 25 | $10.0B | $10.1B | ||
| Q3 25 | $9.5B | $10.1B | ||
| Q2 25 | $8.9B | $10.1B | ||
| Q1 25 | $8.4B | $10.5B | ||
| Q4 24 | $7.8B | $10.2B | ||
| Q3 24 | $7.6B | $10.3B | ||
| Q2 24 | $7.2B | $10.0B | ||
| Q1 24 | $7.0B | $9.9B |
总资产DASHIR
| Q4 25 | $19.7B | $18.3B | ||
| Q3 25 | $18.0B | $18.2B | ||
| Q2 25 | $16.9B | $18.1B | ||
| Q1 25 | $13.6B | $18.4B | ||
| Q4 24 | $12.8B | $18.0B | ||
| Q3 24 | $12.3B | $18.2B | ||
| Q2 24 | $11.8B | $17.8B | ||
| Q1 24 | $11.4B | $15.5B |
负债/权益比DASHIR
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
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 | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $461.5M |
| 自由现金流率自由现金流/营收 | 9.3% | 22.1% |
| 资本支出强度资本支出/营收 | 1.4% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.98× | 1.88× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $1.2B |
8季度趋势，按日历期对齐
经营现金流DASHIR
| Q4 25 | $421.0M | $499.0M | ||
| Q3 25 | $871.0M | $354.6M | ||
| Q2 25 | $504.0M | $245.7M | ||
| Q1 25 | $635.0M | $256.4M | ||
| Q4 24 | $518.0M | $526.2M | ||
| Q3 24 | $531.0M | $404.0M | ||
| Q2 24 | $530.0M | $304.9M | ||
| Q1 24 | $553.0M | $161.6M |
自由现金流DASHIR
| Q4 25 | $367.0M | $461.5M | ||
| Q3 25 | $808.0M | $325.5M | ||
| Q2 25 | $438.0M | $210.4M | ||
| Q1 25 | $561.0M | $222.7M | ||
| Q4 24 | $486.0M | $490.9M | ||
| Q3 24 | $499.0M | $374.3M | ||
| Q2 24 | $507.0M | $283.1M | ||
| Q1 24 | $536.0M | $99.3M |
自由现金流率DASHIR
| Q4 25 | 9.3% | 22.1% | ||
| Q3 25 | 23.4% | 16.6% | ||
| Q2 25 | 13.3% | 11.1% | ||
| Q1 25 | 18.5% | 13.0% | ||
| Q4 24 | 16.9% | 25.9% | ||
| Q3 24 | 18.4% | 20.1% | ||
| Q2 24 | 19.3% | 15.7% | ||
| Q1 24 | 21.3% | 5.9% |
资本支出强度DASHIR
| Q4 25 | 1.4% | 1.8% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 2.0% | 1.9% | ||
| Q1 25 | 2.4% | 2.0% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 0.9% | 1.2% | ||
| Q1 24 | 0.7% | 3.7% |
现金转化率DASHIR
| Q4 25 | 1.98× | 1.88× | ||
| Q3 25 | 3.57× | 1.45× | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 3.29× | 1.37× | ||
| Q4 24 | 3.67× | 2.29× | ||
| Q3 24 | 3.28× | 1.82× | ||
| Q2 24 | — | 1.65× | ||
| Q1 24 | — | 0.80× |
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
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
