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Datadog（DDOG）与Digital Realty（DLR）财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是Datadog的1.7倍（$1.6B vs $953.2M），Digital Realty净利率更高（6.0% vs 4.9%，领先1.1%），Datadog同比增速更快（29.2% vs 16.1%），过去两年Datadog的营收复合增速更高（24.9% vs 9.8%）
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。
Digital Realty是一家全球知名的不动产投资信托企业，核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资，可为客户提供数据中心部署、主机托管、网络互联等多元专业服务，能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
DDOG vs DLR — 直观对比
营收规模更大
DLR
是对方的1.7倍
$953.2M
营收增速更快
DDOG
高出13.1%
16.1%
净利率更高
DLR
高出1.1%
4.9%
两年增速更快
DDOG
近两年复合增速
9.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.6B |
| 净利润 | $46.6M | $98.6M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 6.9% |
| 净利率 | 4.9% | 6.0% |
| 营收同比 | 29.2% | 16.1% |
| 净利润同比 | 2.1% | -10.3% |
| 每股收益（稀释后） | $0.13 | $0.22 |
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DDOGDLR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $953.2M | $1.6B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.5B | ||
| Q1 25 | $761.6M | $1.4B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.4B | ||
| Q2 24 | $645.3M | $1.4B |
净利润DDOGDLR
| Q1 26 | — | $98.6M | ||
| Q4 25 | $46.6M | $98.6M | ||
| Q3 25 | $33.9M | $67.8M | ||
| Q2 25 | $2.6M | $1.0B | ||
| Q1 25 | $24.6M | $110.0M | ||
| Q4 24 | $45.6M | $189.6M | ||
| Q3 24 | $51.7M | $51.2M | ||
| Q2 24 | $43.8M | $80.2M |
毛利率DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — |
营业利润率DDOGDLR
| Q1 26 | — | 6.9% | ||
| Q4 25 | 1.0% | 6.9% | ||
| Q3 25 | -0.7% | 8.8% | ||
| Q2 25 | -4.3% | 14.2% | ||
| Q1 25 | -1.6% | 13.9% | ||
| Q4 24 | 1.3% | 10.1% | ||
| Q3 24 | 2.9% | 11.8% | ||
| Q2 24 | 2.0% | 0.7% |
净利率DDOGDLR
| Q1 26 | — | 6.0% | ||
| Q4 25 | 4.9% | 6.0% | ||
| Q3 25 | 3.8% | 4.3% | ||
| Q2 25 | 0.3% | 69.1% | ||
| Q1 25 | 3.2% | 7.8% | ||
| Q4 24 | 6.2% | 13.2% | ||
| Q3 24 | 7.5% | 3.6% | ||
| Q2 24 | 6.8% | 5.9% |
每股收益（稀释后）DDOGDLR
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.13 | $0.22 | ||
| Q3 25 | $0.10 | $0.15 | ||
| Q2 25 | $0.01 | $2.94 | ||
| Q1 25 | $0.07 | $0.27 | ||
| Q4 24 | $0.14 | $0.50 | ||
| Q3 24 | $0.14 | $0.09 | ||
| Q2 24 | $0.12 | $0.20 |
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 | $401.3M | $3.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $22.9B |
| 总资产 | $6.6B | $49.4B |
| 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DDOGDLR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $401.3M | $3.5B | ||
| Q3 25 | $540.6M | $3.3B | ||
| Q2 25 | $489.0M | $3.6B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $1.2B | $3.9B | ||
| Q3 24 | $337.4M | $2.2B | ||
| Q2 24 | $411.0M | $2.3B |
股东权益DDOGDLR
| Q1 26 | — | $22.9B | ||
| Q4 25 | $3.7B | $22.9B | ||
| Q3 25 | $3.4B | $23.0B | ||
| Q2 25 | $3.2B | $22.9B | ||
| Q1 25 | $2.9B | $21.3B | ||
| Q4 24 | $2.7B | $21.3B | ||
| Q3 24 | $2.6B | $21.2B | ||
| Q2 24 | $2.4B | $20.5B |
总资产DDOGDLR
| Q1 26 | — | $49.4B | ||
| Q4 25 | $6.6B | $49.4B | ||
| Q3 25 | $6.1B | $48.7B | ||
| Q2 25 | $5.8B | $48.7B | ||
| Q1 25 | $6.0B | $45.1B | ||
| Q4 24 | $5.8B | $45.3B | ||
| Q3 24 | $4.6B | $45.3B | ||
| Q2 24 | $4.4B | $43.6B |
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 | $327.1M | — |
| 自由现金流经营现金流 - 资本支出 | $318.2M | — |
| 自由现金流率自由现金流/营收 | 33.4% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 7.02× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $719.0M | ||
| Q3 25 | $251.5M | $652.9M | ||
| Q2 25 | $200.1M | $641.2M | ||
| Q1 25 | $271.5M | $399.1M | ||
| Q4 24 | $265.2M | $769.5M | ||
| Q3 24 | $228.7M | $566.5M | ||
| Q2 24 | $164.4M | $573.2M |
自由现金流DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — |
自由现金流率DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — |
资本支出强度DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — |
现金转化率DDOGDLR
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 7.29× | ||
| Q3 25 | 7.42× | 9.63× | ||
| Q2 25 | 75.58× | 0.62× | ||
| Q1 25 | 11.02× | 3.63× | ||
| Q4 24 | 5.82× | 4.06× | ||
| Q3 24 | 4.42× | 11.07× | ||
| Q2 24 | 3.75× | 7.15× |
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
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
DLR
暂无分部数据
