vs
DoorDash（DASH）与Liberty Global Ltd.（LBTYA）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Liberty Global Ltd.的1.7倍（$4.0B vs $2.4B），Liberty Global Ltd.净利率更高（15.0% vs 7.1%，领先7.9%），DoorDash同比增速更快（8.3% vs -3.6%），过去两年DoorDash的营收复合增速更高（23.9% vs 12.9%）
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。
自由全球有限公司是一家英荷美合资的跨国电信企业，注册地位于百慕大，在伦敦、阿姆斯特丹和丹佛均设有总部。公司旗下拥有英国自由全球控股有限公司、荷兰自由全球有限公司及美国自由全球公司三大主体，其中英国主体为上市实体。企业由自由媒体国际业务部与UnitedGlobalCom于2005年合并成立，在全球电信服务领域拥有深厚的行业积累。
DASH vs LBTYA — 直观对比
营收规模更大
DASH
是对方的1.7倍
$2.4B
营收增速更快
DASH
高出11.9%
-3.6%
净利率更高
LBTYA
高出7.9%
7.1%
两年增速更快
DASH
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.4B |
| 净利润 | $285.0M | $358.2M |
| 毛利率 | 39.8% | — |
| 营业利润率 | 3.7% | 1.0% |
| 净利率 | 7.1% | 15.0% |
| 营收同比 | 8.3% | -3.6% |
| 净利润同比 | 47.7% | 127.1% |
| 每股收益（稀释后） | $0.42 | — |
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DASHLBTYA
| Q1 26 | $4.0B | $2.4B | ||
| Q4 25 | $4.0B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.3B | $1.3B | ||
| Q1 25 | $3.0B | $1.2B | ||
| Q4 24 | $2.9B | $-1.4B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.6B | $1.9B |
净利润DASHLBTYA
| Q1 26 | $285.0M | $358.2M | ||
| Q4 25 | $213.0M | $-2.9B | ||
| Q3 25 | $244.0M | $-90.7M | ||
| Q2 25 | $285.0M | $-2.8B | ||
| Q1 25 | $193.0M | $-1.3B | ||
| Q4 24 | $141.0M | $2.2B | ||
| Q3 24 | $162.0M | $-1.4B | ||
| Q2 24 | $-157.0M | $268.1M |
毛利率DASHLBTYA
| Q1 26 | 39.8% | — | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 63.3% | ||
| Q1 25 | — | 65.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 69.4% | ||
| Q2 24 | — | 68.5% |
营业利润率DASHLBTYA
| Q1 26 | 3.7% | 1.0% | ||
| Q4 25 | 3.7% | -8.6% | ||
| Q3 25 | 7.5% | -0.7% | ||
| Q2 25 | 5.0% | 2.3% | ||
| Q1 25 | 5.1% | 5.2% | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 4.0% | 5.2% | ||
| Q2 24 | -7.6% | 1.0% |
净利率DASHLBTYA
| Q1 26 | 7.1% | 15.0% | ||
| Q4 25 | 5.4% | -237.0% | ||
| Q3 25 | 7.1% | -7.5% | ||
| Q2 25 | 8.7% | -220.1% | ||
| Q1 25 | 6.4% | -114.2% | ||
| Q4 24 | 4.9% | -158.9% | ||
| Q3 24 | 6.0% | -74.1% | ||
| Q2 24 | -6.0% | 14.3% |
每股收益（稀释后）DASHLBTYA
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.49 | $-8.66 | ||
| Q3 25 | $0.55 | $-0.27 | ||
| Q2 25 | $0.65 | $-8.09 | ||
| Q1 25 | $0.44 | $-3.84 | ||
| Q4 24 | $0.35 | $6.15 | ||
| Q3 24 | $0.38 | $-3.95 | ||
| Q2 24 | $-0.38 | $0.71 |
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 | $-387.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.2B | — |
| 总资产 | $19.7B | — |
| 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DASHLBTYA
| Q1 26 | $5.5B | $-387.3M | ||
| Q4 25 | $4.4B | $2.2B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.9B | $3.1B | ||
| Q1 25 | $4.5B | $2.0B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $3.7B | $3.3B | ||
| Q2 24 | $3.4B | $3.2B |
总债务DASHLBTYA
| Q1 26 | — | — | ||
| Q4 25 | — | $7.8B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $14.9B | ||
| Q2 24 | — | $14.7B |
股东权益DASHLBTYA
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $9.7B | ||
| Q3 25 | $9.5B | $12.7B | ||
| Q2 25 | $8.9B | $13.0B | ||
| Q1 25 | $8.4B | $12.6B | ||
| Q4 24 | $7.8B | $12.4B | ||
| Q3 24 | $7.6B | $18.7B | ||
| Q2 24 | $7.2B | $18.3B |
总资产DASHLBTYA
| Q1 26 | $19.7B | — | ||
| Q4 25 | $19.7B | $22.6B | ||
| Q3 25 | $18.0B | $25.4B | ||
| Q2 25 | $16.9B | $27.2B | ||
| Q1 25 | $13.6B | $26.0B | ||
| Q4 24 | $12.8B | $25.4B | ||
| Q3 24 | $12.3B | $41.8B | ||
| Q2 24 | $11.8B | $40.8B |
负债/权益比DASHLBTYA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.80× |
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 | $107.6M |
| 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 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 1.77× | 0.30× |
| 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DASHLBTYA
| Q1 26 | $504.0M | $107.6M | ||
| Q4 25 | $421.0M | $630.9M | ||
| Q3 25 | $871.0M | $301.8M | ||
| Q2 25 | $504.0M | $149.2M | ||
| Q1 25 | $635.0M | $129.2M | ||
| Q4 24 | $518.0M | $791.6M | ||
| Q3 24 | $531.0M | $449.5M | ||
| Q2 24 | $530.0M | $546.1M |
自由现金流DASHLBTYA
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $193.3M | ||
| Q3 25 | $808.0M | $-41.1M | ||
| Q2 25 | $438.0M | $-170.1M | ||
| Q1 25 | $561.0M | $-114.1M | ||
| Q4 24 | $486.0M | $712.9M | ||
| Q3 24 | $499.0M | $102.4M | ||
| Q2 24 | $507.0M | $256.8M |
自由现金流率DASHLBTYA
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 15.7% | ||
| Q3 25 | 23.4% | -3.4% | ||
| Q2 25 | 13.3% | -13.4% | ||
| Q1 25 | 18.5% | -9.7% | ||
| Q4 24 | 16.9% | -50.5% | ||
| Q3 24 | 18.4% | 5.3% | ||
| Q2 24 | 19.3% | 13.7% |
资本支出强度DASHLBTYA
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.4% | 35.5% | ||
| Q3 25 | 1.8% | 28.4% | ||
| Q2 25 | 2.0% | 25.2% | ||
| Q1 25 | 2.4% | 20.8% | ||
| Q4 24 | 1.1% | -5.6% | ||
| Q3 24 | 1.2% | 17.9% | ||
| Q2 24 | 0.9% | 15.4% |
现金转化率DASHLBTYA
| Q1 26 | 1.77× | 0.30× | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 3.57× | — | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.67× | 0.35× | ||
| Q3 24 | 3.28× | — | ||
| Q2 24 | — | 2.04× |
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
LBTYA
| Mobile Service | $775.2M | 32% |
| Fixed Service | $772.0M | 32% |
| Business | $308.7M | 13% |
| Wholesale | $256.9M | 11% |
| Business Service | $233.2M | 10% |
