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Datadog（DDOG）与Hillenbrand, Inc.（HI）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Hillenbrand, Inc.的1.7倍（$953.2M vs $550.2M），Datadog净利率更高（4.9% vs -0.4%，领先5.3%），Datadog同比增速更快（29.2% vs -22.2%），Datadog自由现金流更多（$318.2M vs $-31.6M），过去两年Datadog的营收复合增速更高（24.9% vs -16.3%）
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。
希伦布兰德是一家全球化多元化工业企业，设计、生产及销售专用加工设备与耐用工业解决方案，服务食品饮料、农业、制造、废弃物管理等领域，业务覆盖北美、欧洲及亚太地区。
DDOG vs HI — 直观对比
营收规模更大
DDOG
是对方的1.7倍
$550.2M
营收增速更快
DDOG
高出51.4%
-22.2%
净利率更高
DDOG
高出5.3%
-0.4%
自由现金流更多
DDOG
多$349.8M
$-31.6M
两年增速更快
DDOG
近两年复合增速
-16.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $550.2M |
| 净利润 | $46.6M | $-2.2M |
| 毛利率 | 80.4% | 33.4% |
| 营业利润率 | 1.0% | -2.2% |
| 净利率 | 4.9% | -0.4% |
| 营收同比 | 29.2% | -22.2% |
| 净利润同比 | 2.1% | -134.4% |
| 每股收益（稀释后） | $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DDOGHI
| Q4 25 | $953.2M | $550.2M | ||
| Q3 25 | $885.7M | $652.1M | ||
| Q2 25 | $826.8M | $598.9M | ||
| Q1 25 | $761.6M | $715.9M | ||
| Q4 24 | $737.7M | $706.9M | ||
| Q3 24 | $690.0M | $837.6M | ||
| Q2 24 | $645.3M | $786.6M | ||
| Q1 24 | $611.3M | $785.3M |
净利润DDOGHI
| Q4 25 | $46.6M | $-2.2M | ||
| Q3 25 | $33.9M | $75.7M | ||
| Q2 25 | $2.6M | $1.9M | ||
| Q1 25 | $24.6M | $-40.9M | ||
| Q4 24 | $45.6M | $6.4M | ||
| Q3 24 | $51.7M | $14.6M | ||
| Q2 24 | $43.8M | $-248.9M | ||
| Q1 24 | $42.6M | $6.1M |
毛利率DDOGHI
| Q4 25 | 80.4% | 33.4% | ||
| Q3 25 | 80.1% | 34.8% | ||
| Q2 25 | 79.9% | 33.8% | ||
| Q1 25 | 79.3% | 33.0% | ||
| Q4 24 | 80.5% | 33.2% | ||
| Q3 24 | 80.0% | 34.4% | ||
| Q2 24 | 80.9% | 33.9% | ||
| Q1 24 | 82.0% | 31.9% |
营业利润率DDOGHI
| Q4 25 | 1.0% | -2.2% | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -4.3% | 1.8% | ||
| Q1 25 | -1.6% | -6.2% | ||
| Q4 24 | 1.3% | 2.2% | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.0% | -32.7% | ||
| Q1 24 | 2.0% | 1.6% |
净利率DDOGHI
| Q4 25 | 4.9% | -0.4% | ||
| Q3 25 | 3.8% | 11.6% | ||
| Q2 25 | 0.3% | 0.3% | ||
| Q1 25 | 3.2% | -5.7% | ||
| Q4 24 | 6.2% | 0.9% | ||
| Q3 24 | 7.5% | 1.7% | ||
| Q2 24 | 6.8% | -31.6% | ||
| Q1 24 | 7.0% | 0.8% |
每股收益（稀释后）DDOGHI
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.10 | $1.07 | ||
| Q2 25 | $0.01 | $0.03 | ||
| Q1 25 | $0.07 | $-0.58 | ||
| Q4 24 | $0.14 | $0.09 | ||
| Q3 24 | $0.14 | $0.20 | ||
| Q2 24 | $0.12 | $-3.53 | ||
| Q1 24 | $0.12 | $0.09 |
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 | $173.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $1.4B |
| 总资产 | $6.6B | $4.5B |
| 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DDOGHI
| Q4 25 | $401.3M | $173.1M | ||
| Q3 25 | $540.6M | $164.8M | ||
| Q2 25 | $489.0M | $162.8M | ||
| Q1 25 | $1.1B | $458.4M | ||
| Q4 24 | $1.2B | $208.0M | ||
| Q3 24 | $337.4M | $199.3M | ||
| Q2 24 | $411.0M | $223.8M | ||
| Q1 24 | $282.2M | $224.4M |
总债务DDOGHI
| Q4 25 | — | — | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
股东权益DDOGHI
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.2B | $1.7B |
总资产DDOGHI
| Q4 25 | $6.6B | $4.5B | ||
| Q3 25 | $6.1B | $4.5B | ||
| Q2 25 | $5.8B | $4.7B | ||
| Q1 25 | $6.0B | $4.8B | ||
| Q4 24 | $5.8B | $5.1B | ||
| Q3 24 | $4.6B | $5.2B | ||
| Q2 24 | $4.4B | $5.3B | ||
| Q1 24 | $4.1B | $5.6B |
负债/权益比DDOGHI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.27× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.48× | ||
| Q1 24 | — | 1.28× |
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 | $-27.4M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $-31.6M |
| 自由现金流率自由现金流/营收 | 33.4% | -5.7% |
| 资本支出强度资本支出/营收 | 0.9% | 0.8% |
| 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 | $7.8M |
8季度趋势，按日历期对齐
经营现金流DDOGHI
| Q4 25 | $327.1M | $-27.4M | ||
| Q3 25 | $251.5M | $67.7M | ||
| Q2 25 | $200.1M | $-1.5M | ||
| Q1 25 | $271.5M | $1.3M | ||
| Q4 24 | $265.2M | $-11.3M | ||
| Q3 24 | $228.7M | $166.5M | ||
| Q2 24 | $164.4M | $45.6M | ||
| Q1 24 | $212.3M | $3.2M |
自由现金流DDOGHI
| Q4 25 | $318.2M | $-31.6M | ||
| Q3 25 | $234.7M | $58.6M | ||
| Q2 25 | $184.9M | $-11.2M | ||
| Q1 25 | $262.8M | $-8.0M | ||
| Q4 24 | $257.5M | $-21.5M | ||
| Q3 24 | $220.3M | $153.4M | ||
| Q2 24 | $160.0M | $29.7M | ||
| Q1 24 | $198.1M | $-9.6M |
自由现金流率DDOGHI
| Q4 25 | 33.4% | -5.7% | ||
| Q3 25 | 26.5% | 9.0% | ||
| Q2 25 | 22.4% | -1.9% | ||
| Q1 25 | 34.5% | -1.1% | ||
| Q4 24 | 34.9% | -3.0% | ||
| Q3 24 | 31.9% | 18.3% | ||
| Q2 24 | 24.8% | 3.8% | ||
| Q1 24 | 32.4% | -1.2% |
资本支出强度DDOGHI
| Q4 25 | 0.9% | 0.8% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 1.6% |
现金转化率DDOGHI
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 0.89× | ||
| Q2 25 | 75.58× | -0.79× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | -1.77× | ||
| Q3 24 | 4.42× | 11.40× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 0.52× |
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% |
HI
| Transferred At Point In Time | $256.5M | 47% |
| Transferred Over Time | $207.1M | 38% |
| Molding Technology Solutions | $86.6M | 16% |
