vs
Datadog（DDOG）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.2倍（$1.0B vs $871.0M），IES Holdings, Inc.净利率更高（10.5% vs 5.2%，领先5.3%），Datadog同比增速更快（32.2% vs 16.2%），Datadog自由现金流更多（$289.1M vs $-18.9M），过去两年Datadog的营收复合增速更高（24.9% vs 11.1%）
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
DDOG vs IESC — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$871.0M
营收增速更快
DDOG
高出16.0%
16.2%
净利率更高
IESC
高出5.3%
5.2%
自由现金流更多
DDOG
多$308.0M
$-18.9M
两年增速更快
DDOG
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $871.0M |
| 净利润 | $52.6M | $91.8M |
| 毛利率 | 79.2% | 25.3% |
| 营业利润率 | 21.5% | 11.2% |
| 净利率 | 5.2% | 10.5% |
| 营收同比 | 32.2% | 16.2% |
| 净利润同比 | 113.4% | 59.1% |
| 每股收益（稀释后） | $0.15 | $4.51 |
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DDOGIESC
| Q1 26 | $1.0B | — | ||
| Q4 25 | $953.2M | $871.0M | ||
| Q3 25 | $885.7M | $897.8M | ||
| Q2 25 | $826.8M | $890.2M | ||
| Q1 25 | $761.6M | $834.0M | ||
| Q4 24 | $737.7M | $749.5M | ||
| Q3 24 | $690.0M | $775.8M | ||
| Q2 24 | $645.3M | $768.4M |
净利润DDOGIESC
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $91.8M | ||
| Q3 25 | $33.9M | $102.3M | ||
| Q2 25 | $2.6M | $79.3M | ||
| Q1 25 | $24.6M | $72.6M | ||
| Q4 24 | $45.6M | $57.7M | ||
| Q3 24 | $51.7M | $65.5M | ||
| Q2 24 | $43.8M | $66.6M |
毛利率DDOGIESC
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | 25.3% | ||
| Q3 25 | 80.1% | 26.0% | ||
| Q2 25 | 79.9% | 26.9% | ||
| Q1 25 | 79.3% | 25.0% | ||
| Q4 24 | 80.5% | 23.8% | ||
| Q3 24 | 80.0% | 24.0% | ||
| Q2 24 | 80.9% | 25.3% |
营业利润率DDOGIESC
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | 11.2% | ||
| Q3 25 | -0.7% | 11.6% | ||
| Q2 25 | -4.3% | 12.6% | ||
| Q1 25 | -1.6% | 11.1% | ||
| Q4 24 | 1.3% | 10.0% | ||
| Q3 24 | 2.9% | 9.7% | ||
| Q2 24 | 2.0% | 11.7% |
净利率DDOGIESC
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | 10.5% | ||
| Q3 25 | 3.8% | 11.4% | ||
| Q2 25 | 0.3% | 8.9% | ||
| Q1 25 | 3.2% | 8.7% | ||
| Q4 24 | 6.2% | 7.7% | ||
| Q3 24 | 7.5% | 8.4% | ||
| Q2 24 | 6.8% | 8.7% |
每股收益（稀释后）DDOGIESC
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $4.51 | ||
| Q3 25 | $0.10 | $4.99 | ||
| Q2 25 | $0.01 | $3.81 | ||
| Q1 25 | $0.07 | $3.50 | ||
| Q4 24 | $0.14 | $2.72 | ||
| Q3 24 | $0.14 | $3.06 | ||
| Q2 24 | $0.12 | $2.67 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $961.1M |
| 总资产 | $7.0B | $1.7B |
| 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DDOGIESC
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $258.7M | ||
| Q3 25 | $540.6M | $231.8M | ||
| Q2 25 | $489.0M | $168.3M | ||
| Q1 25 | $1.1B | $88.3M | ||
| Q4 24 | $1.2B | $112.0M | ||
| Q3 24 | $337.4M | $135.8M | ||
| Q2 24 | $411.0M | $44.9M |
股东权益DDOGIESC
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $961.1M | ||
| Q3 25 | $3.4B | $884.0M | ||
| Q2 25 | $3.2B | $781.4M | ||
| Q1 25 | $2.9B | $705.8M | ||
| Q4 24 | $2.7B | $652.4M | ||
| Q3 24 | $2.6B | $611.1M | ||
| Q2 24 | $2.4B | $567.5M |
总资产DDOGIESC
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $1.7B | ||
| Q3 25 | $6.1B | $1.6B | ||
| Q2 25 | $5.8B | $1.5B | ||
| Q1 25 | $6.0B | $1.4B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.4B | $1.2B |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $289.1M | $-18.9M |
| 自由现金流率自由现金流/营收 | 28.7% | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | 6.36× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $175.9M |
8季度趋势，按日历期对齐
经营现金流DDOGIESC
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $27.7M | ||
| Q3 25 | $251.5M | $132.0M | ||
| Q2 25 | $200.1M | $92.0M | ||
| Q1 25 | $271.5M | $24.8M | ||
| Q4 24 | $265.2M | $37.3M | ||
| Q3 24 | $228.7M | $92.8M | ||
| Q2 24 | $164.4M | $82.9M |
自由现金流DDOGIESC
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $-18.9M | ||
| Q3 25 | $234.7M | $112.0M | ||
| Q2 25 | $184.9M | $74.8M | ||
| Q1 25 | $262.8M | $7.9M | ||
| Q4 24 | $257.5M | $24.1M | ||
| Q3 24 | $220.3M | $78.5M | ||
| Q2 24 | $160.0M | $65.4M |
自由现金流率DDOGIESC
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | -2.2% | ||
| Q3 25 | 26.5% | 12.5% | ||
| Q2 25 | 22.4% | 8.4% | ||
| Q1 25 | 34.5% | 0.9% | ||
| Q4 24 | 34.9% | 3.2% | ||
| Q3 24 | 31.9% | 10.1% | ||
| Q2 24 | 24.8% | 8.5% |
资本支出强度DDOGIESC
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 5.3% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 1.8% | 1.9% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.1% | 1.8% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 0.7% | 2.3% |
现金转化率DDOGIESC
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 0.30× | ||
| Q3 25 | 7.42× | 1.29× | ||
| Q2 25 | 75.58× | 1.16× | ||
| Q1 25 | 11.02× | 0.34× | ||
| Q4 24 | 5.82× | 0.65× | ||
| Q3 24 | 4.42× | 1.42× | ||
| Q2 24 | 3.75× | 1.24× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
