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唐纳森（DCI）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是唐纳森的1.0倍（$953.2M vs $935.4M），唐纳森净利率更高（12.2% vs 4.9%，领先7.3%），Datadog同比增速更快（29.2% vs 3.9%），Datadog自由现金流更多（$318.2M vs $111.2M），过去两年Datadog的营收复合增速更高（24.9% vs 3.3%）
唐纳森是全球知名的过滤解决方案提供商，主要生产销售适配工商业、航空航天、化工、新能源（风电）、食品饮料、医药等多领域的过滤产品，其位于明尼苏达州明尼阿波利斯的研发部门也参与多项军事应用相关的国防项目。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
DCI vs DDOG — 直观对比
营收规模更大
DDOG
是对方的1.0倍
$935.4M
营收增速更快
DDOG
高出25.3%
3.9%
净利率更高
DCI
高出7.3%
4.9%
自由现金流更多
DDOG
多$207.0M
$111.2M
两年增速更快
DDOG
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $935.4M | $953.2M |
| 净利润 | $113.9M | $46.6M |
| 毛利率 | 35.2% | 80.4% |
| 营业利润率 | 16.0% | 1.0% |
| 净利率 | 12.2% | 4.9% |
| 营收同比 | 3.9% | 29.2% |
| 净利润同比 | 15.1% | 2.1% |
| 每股收益（稀释后） | $0.97 | $0.13 |
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DCIDDOG
| Q4 25 | $935.4M | $953.2M | ||
| Q3 25 | $980.7M | $885.7M | ||
| Q2 25 | $940.1M | $826.8M | ||
| Q1 25 | $870.0M | $761.6M | ||
| Q4 24 | $900.1M | $737.7M | ||
| Q3 24 | $935.4M | $690.0M | ||
| Q2 24 | $927.9M | $645.3M | ||
| Q1 24 | $876.7M | $611.3M |
净利润DCIDDOG
| Q4 25 | $113.9M | $46.6M | ||
| Q3 25 | $114.3M | $33.9M | ||
| Q2 25 | $57.8M | $2.6M | ||
| Q1 25 | $95.9M | $24.6M | ||
| Q4 24 | $99.0M | $45.6M | ||
| Q3 24 | $109.7M | $51.7M | ||
| Q2 24 | $113.5M | $43.8M | ||
| Q1 24 | $98.7M | $42.6M |
毛利率DCIDDOG
| Q4 25 | 35.2% | 80.4% | ||
| Q3 25 | 34.5% | 80.1% | ||
| Q2 25 | 34.2% | 79.9% | ||
| Q1 25 | 35.2% | 79.3% | ||
| Q4 24 | 35.5% | 80.5% | ||
| Q3 24 | 35.8% | 80.0% | ||
| Q2 24 | 35.6% | 80.9% | ||
| Q1 24 | 35.2% | 82.0% |
营业利润率DCIDDOG
| Q4 25 | 16.0% | 1.0% | ||
| Q3 25 | 15.5% | -0.7% | ||
| Q2 25 | 9.3% | -4.3% | ||
| Q1 25 | 14.4% | -1.6% | ||
| Q4 24 | 14.5% | 1.3% | ||
| Q3 24 | 15.6% | 2.9% | ||
| Q2 24 | 15.5% | 2.0% | ||
| Q1 24 | 14.8% | 2.0% |
净利率DCIDDOG
| Q4 25 | 12.2% | 4.9% | ||
| Q3 25 | 11.7% | 3.8% | ||
| Q2 25 | 6.1% | 0.3% | ||
| Q1 25 | 11.0% | 3.2% | ||
| Q4 24 | 11.0% | 6.2% | ||
| Q3 24 | 11.7% | 7.5% | ||
| Q2 24 | 12.2% | 6.8% | ||
| Q1 24 | 11.3% | 7.0% |
每股收益（稀释后）DCIDDOG
| Q4 25 | $0.97 | $0.13 | ||
| Q3 25 | $0.97 | $0.10 | ||
| Q2 25 | $0.48 | $0.01 | ||
| Q1 25 | $0.79 | $0.07 | ||
| Q4 24 | $0.81 | $0.14 | ||
| Q3 24 | $0.90 | $0.14 | ||
| Q2 24 | $0.92 | $0.12 | ||
| Q1 24 | $0.81 | $0.12 |
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 | $210.7M | $401.3M |
| 总债务越低越好 | $671.5M | — |
| 股东权益账面价值 | $1.5B | $3.7B |
| 总资产 | $3.0B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资DCIDDOG
| Q4 25 | $210.7M | $401.3M | ||
| Q3 25 | $180.4M | $540.6M | ||
| Q2 25 | $178.5M | $489.0M | ||
| Q1 25 | $189.1M | $1.1B | ||
| Q4 24 | $221.2M | $1.2B | ||
| Q3 24 | $232.7M | $337.4M | ||
| Q2 24 | $223.7M | $411.0M | ||
| Q1 24 | $193.8M | $282.2M |
总债务DCIDDOG
| Q4 25 | $671.5M | — | ||
| Q3 25 | $630.4M | — | ||
| Q2 25 | $638.8M | — | ||
| Q1 25 | $514.7M | — | ||
| Q4 24 | $538.6M | — | ||
| Q3 24 | $483.4M | — | ||
| Q2 24 | $481.8M | — | ||
| Q1 24 | $352.0M | — |
股东权益DCIDDOG
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.5B | $2.7B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.4B | $2.2B |
总资产DCIDDOG
| Q4 25 | $3.0B | $6.6B | ||
| Q3 25 | $3.0B | $6.1B | ||
| Q2 25 | $3.0B | $5.8B | ||
| Q1 25 | $3.0B | $6.0B | ||
| Q4 24 | $3.0B | $5.8B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.9B | $4.4B | ||
| Q1 24 | $2.8B | $4.1B |
负债/权益比DCIDDOG
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.26× | — |
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 | $125.4M | $327.1M |
| 自由现金流经营现金流 - 资本支出 | $111.2M | $318.2M |
| 自由现金流率自由现金流/营收 | 11.9% | 33.4% |
| 资本支出强度资本支出/营收 | 1.5% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.10× | 7.02× |
| 过去12个月自由现金流最近4个季度 | $403.2M | $1.0B |
8季度趋势，按日历期对齐
经营现金流DCIDDOG
| Q4 25 | $125.4M | $327.1M | ||
| Q3 25 | $167.8M | $251.5M | ||
| Q2 25 | $87.7M | $200.1M | ||
| Q1 25 | $90.4M | $271.5M | ||
| Q4 24 | $72.9M | $265.2M | ||
| Q3 24 | $126.0M | $228.7M | ||
| Q2 24 | $141.5M | $164.4M | ||
| Q1 24 | $87.0M | $212.3M |
自由现金流DCIDDOG
| Q4 25 | $111.2M | $318.2M | ||
| Q3 25 | $147.5M | $234.7M | ||
| Q2 25 | $73.0M | $184.9M | ||
| Q1 25 | $71.5M | $262.8M | ||
| Q4 24 | $47.9M | $257.5M | ||
| Q3 24 | $106.2M | $220.3M | ||
| Q2 24 | $120.2M | $160.0M | ||
| Q1 24 | $65.7M | $198.1M |
自由现金流率DCIDDOG
| Q4 25 | 11.9% | 33.4% | ||
| Q3 25 | 15.0% | 26.5% | ||
| Q2 25 | 7.8% | 22.4% | ||
| Q1 25 | 8.2% | 34.5% | ||
| Q4 24 | 5.3% | 34.9% | ||
| Q3 24 | 11.4% | 31.9% | ||
| Q2 24 | 13.0% | 24.8% | ||
| Q1 24 | 7.5% | 32.4% |
资本支出强度DCIDDOG
| Q4 25 | 1.5% | 0.9% | ||
| Q3 25 | 2.1% | 1.9% | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 2.8% | 1.1% | ||
| Q3 24 | 2.1% | 1.2% | ||
| Q2 24 | 2.3% | 0.7% | ||
| Q1 24 | 2.4% | 2.3% |
现金转化率DCIDDOG
| Q4 25 | 1.10× | 7.02× | ||
| Q3 25 | 1.47× | 7.42× | ||
| Q2 25 | 1.52× | 75.58× | ||
| Q1 25 | 0.94× | 11.02× | ||
| Q4 24 | 0.74× | 5.82× | ||
| Q3 24 | 1.15× | 4.42× | ||
| Q2 24 | 1.25× | 3.75× | ||
| Q1 24 | 0.88× | 4.98× |
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
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
