vs
Datadog（DDOG）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是Datadog的1.1倍（$1.1B vs $1.0B），Fabrinet净利率更高（9.9% vs 5.2%，领先4.7%），Fabrinet同比增速更快（35.9% vs 32.2%），Datadog自由现金流更多（$289.1M vs $-5.3M），过去两年Datadog的营收复合增速更高（24.9% vs 24.4%）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
DDOG vs FN — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
FN
高出3.7%
32.2%
净利率更高
FN
高出4.7%
5.2%
自由现金流更多
DDOG
多$294.4M
$-5.3M
两年增速更快
DDOG
近两年复合增速
24.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $52.6M | $112.6M |
| 毛利率 | 79.2% | 12.2% |
| 营业利润率 | 21.5% | 10.1% |
| 净利率 | 5.2% | 9.9% |
| 营收同比 | 32.2% | 35.9% |
| 净利润同比 | 113.4% | 30.0% |
| 每股收益（稀释后） | $0.15 | $3.11 |
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DDOGFN
| Q1 26 | $1.0B | — | ||
| Q4 25 | $953.2M | $1.1B | ||
| Q3 25 | $885.7M | $978.1M | ||
| Q2 25 | $826.8M | $909.7M | ||
| Q1 25 | $761.6M | $871.8M | ||
| Q4 24 | $737.7M | $833.6M | ||
| Q3 24 | $690.0M | $804.2M | ||
| Q2 24 | $645.3M | $753.3M |
净利润DDOGFN
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $112.6M | ||
| Q3 25 | $33.9M | $95.9M | ||
| Q2 25 | $2.6M | $87.2M | ||
| Q1 25 | $24.6M | $81.3M | ||
| Q4 24 | $45.6M | $86.6M | ||
| Q3 24 | $51.7M | $77.4M | ||
| Q2 24 | $43.8M | $81.1M |
毛利率DDOGFN
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | 12.2% | ||
| Q3 25 | 80.1% | 11.9% | ||
| Q2 25 | 79.9% | 12.2% | ||
| Q1 25 | 79.3% | 11.7% | ||
| Q4 24 | 80.5% | 12.1% | ||
| Q3 24 | 80.0% | 12.3% | ||
| Q2 24 | 80.9% | 12.3% |
营业利润率DDOGFN
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | 10.1% | ||
| Q3 25 | -0.7% | 9.6% | ||
| Q2 25 | -4.3% | 9.8% | ||
| Q1 25 | -1.6% | 9.0% | ||
| Q4 24 | 1.3% | 9.5% | ||
| Q3 24 | 2.9% | 9.6% | ||
| Q2 24 | 2.0% | 9.7% |
净利率DDOGFN
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | 9.9% | ||
| Q3 25 | 3.8% | 9.8% | ||
| Q2 25 | 0.3% | 9.6% | ||
| Q1 25 | 3.2% | 9.3% | ||
| Q4 24 | 6.2% | 10.4% | ||
| Q3 24 | 7.5% | 9.6% | ||
| Q2 24 | 6.8% | 10.8% |
每股收益（稀释后）DDOGFN
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $3.11 | ||
| Q3 25 | $0.10 | $2.66 | ||
| Q2 25 | $0.01 | $2.41 | ||
| Q1 25 | $0.07 | $2.25 | ||
| Q4 24 | $0.14 | $2.38 | ||
| Q3 24 | $0.14 | $2.13 | ||
| Q2 24 | $0.12 | $2.22 |
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 | $426.4M | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $2.2B |
| 总资产 | $7.0B | $3.3B |
| 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DDOGFN
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $960.8M | ||
| Q3 25 | $540.6M | $968.8M | ||
| Q2 25 | $489.0M | $934.2M | ||
| Q1 25 | $1.1B | $950.7M | ||
| Q4 24 | $1.2B | $934.6M | ||
| Q3 24 | $337.4M | $908.9M | ||
| Q2 24 | $411.0M | $858.6M |
股东权益DDOGFN
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $2.2B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B |
总资产DDOGFN
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.1B | $3.0B | ||
| Q2 25 | $5.8B | $2.8B | ||
| Q1 25 | $6.0B | $2.6B | ||
| Q4 24 | $5.8B | $2.5B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.4B | $2.3B |
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 | $334.6M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $289.1M | $-5.3M |
| 自由现金流率自由现金流/营收 | 28.7% | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | 6.36× | 0.41× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $102.3M |
8季度趋势，按日历期对齐
经营现金流DDOGFN
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $46.3M | ||
| Q3 25 | $251.5M | $102.6M | ||
| Q2 25 | $200.1M | $55.1M | ||
| Q1 25 | $271.5M | $74.2M | ||
| Q4 24 | $265.2M | $115.9M | ||
| Q3 24 | $228.7M | $83.2M | ||
| Q2 24 | $164.4M | $83.1M |
自由现金流DDOGFN
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $-5.3M | ||
| Q3 25 | $234.7M | $57.3M | ||
| Q2 25 | $184.9M | $4.7M | ||
| Q1 25 | $262.8M | $45.7M | ||
| Q4 24 | $257.5M | $94.0M | ||
| Q3 24 | $220.3M | $62.9M | ||
| Q2 24 | $160.0M | $70.4M |
自由现金流率DDOGFN
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | -0.5% | ||
| Q3 25 | 26.5% | 5.9% | ||
| Q2 25 | 22.4% | 0.5% | ||
| Q1 25 | 34.5% | 5.2% | ||
| Q4 24 | 34.9% | 11.3% | ||
| Q3 24 | 31.9% | 7.8% | ||
| Q2 24 | 24.8% | 9.3% |
资本支出强度DDOGFN
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 4.6% | ||
| Q3 25 | 1.9% | 4.6% | ||
| Q2 25 | 1.8% | 5.5% | ||
| Q1 25 | 1.1% | 3.3% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 1.2% | 2.5% | ||
| Q2 24 | 0.7% | 1.7% |
现金转化率DDOGFN
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 0.41× | ||
| Q3 25 | 7.42× | 1.07× | ||
| Q2 25 | 75.58× | 0.63× | ||
| Q1 25 | 11.02× | 0.91× | ||
| Q4 24 | 5.82× | 1.34× | ||
| Q3 24 | 4.42× | 1.07× | ||
| Q2 24 | 3.75× | 1.02× |
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
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
