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DoorDash（DASH）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是欧文斯科宁的1.8倍（$4.0B vs $2.3B），DoorDash净利率更高（7.1% vs 1.7%，领先5.4%），DoorDash同比增速更快（8.3% vs -10.5%），DoorDash自由现金流更多（$355.0M vs $-387.0M），过去两年DoorDash的营收复合增速更高（23.9% vs -9.9%）
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。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
DASH vs OC — 直观对比
营收规模更大
DASH
是对方的1.8倍
$2.3B
营收增速更快
DASH
高出18.8%
-10.5%
净利率更高
DASH
高出5.4%
1.7%
自由现金流更多
DASH
多$742.0M
$-387.0M
两年增速更快
DASH
近两年复合增速
-9.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.3B |
| 净利润 | $285.0M | $38.0M |
| 毛利率 | 39.8% | 22.5% |
| 营业利润率 | 3.7% | 5.3% |
| 净利率 | 7.1% | 1.7% |
| 营收同比 | 8.3% | -10.5% |
| 净利润同比 | 47.7% | -11.8% |
| 每股收益（稀释后） | $0.42 | $0.47 |
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DASHOC
| Q1 26 | $4.0B | $2.3B | ||
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $3.0B | $2.5B | ||
| Q4 24 | $2.9B | $2.8B | ||
| Q3 24 | $2.7B | $3.0B | ||
| Q2 24 | $2.6B | $2.8B |
净利润DASHOC
| Q1 26 | $285.0M | $38.0M | ||
| Q4 25 | $213.0M | $-298.0M | ||
| Q3 25 | $244.0M | $-494.0M | ||
| Q2 25 | $285.0M | $363.0M | ||
| Q1 25 | $193.0M | $-93.0M | ||
| Q4 24 | $141.0M | $-258.0M | ||
| Q3 24 | $162.0M | $321.0M | ||
| Q2 24 | $-157.0M | $285.0M |
毛利率DASHOC
| Q1 26 | 39.8% | 22.5% | ||
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 28.2% | ||
| Q2 25 | — | 31.2% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 31.1% |
营业利润率DASHOC
| Q1 26 | 3.7% | 5.3% | ||
| Q4 25 | 3.7% | -10.5% | ||
| Q3 25 | 7.5% | -12.2% | ||
| Q2 25 | 5.0% | 18.4% | ||
| Q1 25 | 5.1% | 16.1% | ||
| Q4 24 | 4.1% | -8.5% | ||
| Q3 24 | 4.0% | 16.7% | ||
| Q2 24 | -7.6% | 16.4% |
净利率DASHOC
| Q1 26 | 7.1% | 1.7% | ||
| Q4 25 | 5.4% | -13.9% | ||
| Q3 25 | 7.1% | -18.4% | ||
| Q2 25 | 8.7% | 13.2% | ||
| Q1 25 | 6.4% | -3.7% | ||
| Q4 24 | 4.9% | -9.1% | ||
| Q3 24 | 6.0% | 10.5% | ||
| Q2 24 | -6.0% | 10.2% |
每股收益（稀释后）DASHOC
| Q1 26 | $0.42 | $0.47 | ||
| Q4 25 | $0.49 | $-3.47 | ||
| Q3 25 | $0.55 | $-5.92 | ||
| Q2 25 | $0.65 | $4.25 | ||
| Q1 25 | $0.44 | $-1.08 | ||
| Q4 24 | $0.35 | $-2.92 | ||
| Q3 24 | $0.38 | $3.65 | ||
| Q2 24 | $-0.38 | $3.24 |
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 | $272.0M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $10.2B | $3.7B |
| 总资产 | $19.7B | $13.1B |
| 负债/权益比越低杠杆越低 | — | 1.38× |
8季度趋势，按日历期对齐
现金及短期投资DASHOC
| Q1 26 | $5.5B | $272.0M | ||
| Q4 25 | $4.4B | $345.0M | ||
| Q3 25 | $3.3B | $286.0M | ||
| Q2 25 | $3.9B | $230.0M | ||
| Q1 25 | $4.5B | $400.0M | ||
| Q4 24 | $4.0B | $361.0M | ||
| Q3 24 | $3.7B | $499.0M | ||
| Q2 24 | $3.4B | $254.0M |
总债务DASHOC
| Q1 26 | — | $5.1B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B |
股东权益DASHOC
| Q1 26 | $10.2B | $3.7B | ||
| Q4 25 | $10.0B | $3.9B | ||
| Q3 25 | $9.5B | $4.4B | ||
| Q2 25 | $8.9B | $5.2B | ||
| Q1 25 | $8.4B | $4.9B | ||
| Q4 24 | $7.8B | $5.1B | ||
| Q3 24 | $7.6B | $5.6B | ||
| Q2 24 | $7.2B | $5.5B |
总资产DASHOC
| Q1 26 | $19.7B | $13.1B | ||
| Q4 25 | $19.7B | $13.0B | ||
| Q3 25 | $18.0B | $13.5B | ||
| Q2 25 | $16.9B | $14.5B | ||
| Q1 25 | $13.6B | $14.3B | ||
| Q4 24 | $12.8B | $14.1B | ||
| Q3 24 | $12.3B | $15.1B | ||
| Q2 24 | $11.8B | $15.0B |
负债/权益比DASHOC
| Q1 26 | — | 1.38× | ||
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.92× |
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 | $-387.0M |
| 自由现金流率自由现金流/营收 | 8.8% | -17.1% |
| 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 | $827.0M |
8季度趋势，按日历期对齐
经营现金流DASHOC
| Q1 26 | $504.0M | — | ||
| Q4 25 | $421.0M | $590.0M | ||
| Q3 25 | $871.0M | $918.0M | ||
| Q2 25 | $504.0M | $327.0M | ||
| Q1 25 | $635.0M | $-49.0M | ||
| Q4 24 | $518.0M | $676.0M | ||
| Q3 24 | $531.0M | $699.0M | ||
| Q2 24 | $530.0M | $493.0M |
自由现金流DASHOC
| Q1 26 | $355.0M | $-387.0M | ||
| Q4 25 | $367.0M | $333.0M | ||
| Q3 25 | $808.0M | $752.0M | ||
| Q2 25 | $438.0M | $129.0M | ||
| Q1 25 | $561.0M | $-252.0M | ||
| Q4 24 | $486.0M | $479.0M | ||
| Q3 24 | $499.0M | $558.0M | ||
| Q2 24 | $507.0M | $336.0M |
自由现金流率DASHOC
| Q1 26 | 8.8% | -17.1% | ||
| Q4 25 | 9.3% | 15.5% | ||
| Q3 25 | 23.4% | 28.0% | ||
| Q2 25 | 13.3% | 4.7% | ||
| Q1 25 | 18.5% | -10.0% | ||
| Q4 24 | 16.9% | 16.9% | ||
| Q3 24 | 18.4% | 18.3% | ||
| Q2 24 | 19.3% | 12.0% |
资本支出强度DASHOC
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 12.0% | ||
| Q3 25 | 1.8% | 6.2% | ||
| Q2 25 | 2.0% | 7.2% | ||
| Q1 25 | 2.4% | 8.0% | ||
| Q4 24 | 1.1% | 6.9% | ||
| Q3 24 | 1.2% | 4.6% | ||
| Q2 24 | 0.9% | 5.6% |
现金转化率DASHOC
| Q1 26 | 1.77× | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 3.57× | — | ||
| Q2 25 | 1.77× | 0.90× | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.67× | — | ||
| Q3 24 | 3.28× | 2.18× | ||
| Q2 24 | — | 1.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
