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Datadog（DDOG）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是艺达思集团的1.1倍（$953.2M vs $899.1M），艺达思集团净利率更高（14.3% vs 4.9%，领先9.4%），Datadog同比增速更快（29.2% vs 4.2%），Datadog自由现金流更多（$318.2M vs $189.8M），过去两年Datadog的营收复合增速更高（24.9% vs 6.0%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
DDOG vs IEX — 直观对比
营收规模更大
DDOG
是对方的1.1倍
$899.1M
营收增速更快
DDOG
高出25.0%
4.2%
净利率更高
IEX
高出9.4%
4.9%
自由现金流更多
DDOG
多$128.4M
$189.8M
两年增速更快
DDOG
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $899.1M |
| 净利润 | $46.6M | $128.3M |
| 毛利率 | 80.4% | 43.1% |
| 营业利润率 | 1.0% | 20.4% |
| 净利率 | 4.9% | 14.3% |
| 营收同比 | 29.2% | 4.2% |
| 净利润同比 | 2.1% | 4.1% |
| 每股收益（稀释后） | $0.13 | $1.71 |
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DDOGIEX
| Q4 25 | $953.2M | $899.1M | ||
| Q3 25 | $885.7M | $878.7M | ||
| Q2 25 | $826.8M | $865.4M | ||
| Q1 25 | $761.6M | $814.3M | ||
| Q4 24 | $737.7M | $862.9M | ||
| Q3 24 | $690.0M | $798.2M | ||
| Q2 24 | $645.3M | $807.2M | ||
| Q1 24 | $611.3M | $800.5M |
净利润DDOGIEX
| Q4 25 | $46.6M | $128.3M | ||
| Q3 25 | $33.9M | $127.8M | ||
| Q2 25 | $2.6M | $131.6M | ||
| Q1 25 | $24.6M | $95.5M | ||
| Q4 24 | $45.6M | $123.2M | ||
| Q3 24 | $51.7M | $119.1M | ||
| Q2 24 | $43.8M | $141.3M | ||
| Q1 24 | $42.6M | $121.4M |
毛利率DDOGIEX
| Q4 25 | 80.4% | 43.1% | ||
| Q3 25 | 80.1% | 44.5% | ||
| Q2 25 | 79.9% | 45.3% | ||
| Q1 25 | 79.3% | 45.3% | ||
| Q4 24 | 80.5% | 42.5% | ||
| Q3 24 | 80.0% | 44.3% | ||
| Q2 24 | 80.9% | 45.4% | ||
| Q1 24 | 82.0% | 44.6% |
营业利润率DDOGIEX
| Q4 25 | 1.0% | 20.4% | ||
| Q3 25 | -0.7% | 21.1% | ||
| Q2 25 | -4.3% | 21.7% | ||
| Q1 25 | -1.6% | 17.4% | ||
| Q4 24 | 1.3% | 19.2% | ||
| Q3 24 | 2.9% | 21.0% | ||
| Q2 24 | 2.0% | 22.6% | ||
| Q1 24 | 2.0% | 20.1% |
净利率DDOGIEX
| Q4 25 | 4.9% | 14.3% | ||
| Q3 25 | 3.8% | 14.5% | ||
| Q2 25 | 0.3% | 15.2% | ||
| Q1 25 | 3.2% | 11.7% | ||
| Q4 24 | 6.2% | 14.3% | ||
| Q3 24 | 7.5% | 14.9% | ||
| Q2 24 | 6.8% | 17.5% | ||
| Q1 24 | 7.0% | 15.2% |
每股收益（稀释后）DDOGIEX
| Q4 25 | $0.13 | $1.71 | ||
| Q3 25 | $0.10 | $1.70 | ||
| Q2 25 | $0.01 | $1.74 | ||
| Q1 25 | $0.07 | $1.26 | ||
| Q4 24 | $0.14 | $1.61 | ||
| Q3 24 | $0.14 | $1.57 | ||
| Q2 24 | $0.12 | $1.86 | ||
| Q1 24 | $0.12 | $1.60 |
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 | $580.0M |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $3.7B | $4.0B |
| 总资产 | $6.6B | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资DDOGIEX
| Q4 25 | $401.3M | $580.0M | ||
| Q3 25 | $540.6M | $593.8M | ||
| Q2 25 | $489.0M | $568.2M | ||
| Q1 25 | $1.1B | $594.1M | ||
| Q4 24 | $1.2B | $620.8M | ||
| Q3 24 | $337.4M | $633.2M | ||
| Q2 24 | $411.0M | $700.7M | ||
| Q1 24 | $282.2M | $616.3M |
总债务DDOGIEX
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.3B |
股东权益DDOGIEX
| Q4 25 | $3.7B | $4.0B | ||
| Q3 25 | $3.4B | $4.0B | ||
| Q2 25 | $3.2B | $4.0B | ||
| Q1 25 | $2.9B | $3.9B | ||
| Q4 24 | $2.7B | $3.8B | ||
| Q3 24 | $2.6B | $3.8B | ||
| Q2 24 | $2.4B | $3.7B | ||
| Q1 24 | $2.2B | $3.6B |
总资产DDOGIEX
| Q4 25 | $6.6B | $6.9B | ||
| Q3 25 | $6.1B | $7.0B | ||
| Q2 25 | $5.8B | $6.9B | ||
| Q1 25 | $6.0B | $6.8B | ||
| Q4 24 | $5.8B | $6.7B | ||
| Q3 24 | $4.6B | $7.0B | ||
| Q2 24 | $4.4B | $5.9B | ||
| Q1 24 | $4.1B | $5.9B |
负债/权益比DDOGIEX
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.37× |
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 | $209.5M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $189.8M |
| 自由现金流率自由现金流/营收 | 33.4% | 21.1% |
| 资本支出强度资本支出/营收 | 0.9% | 2.2% |
| 现金转化率经营现金流/净利润 | 7.02× | 1.63× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $616.8M |
8季度趋势，按日历期对齐
经营现金流DDOGIEX
| Q4 25 | $327.1M | $209.5M | ||
| Q3 25 | $251.5M | $203.5M | ||
| Q2 25 | $200.1M | $161.7M | ||
| Q1 25 | $271.5M | $105.7M | ||
| Q4 24 | $265.2M | $172.6M | ||
| Q3 24 | $228.7M | $205.3M | ||
| Q2 24 | $164.4M | $133.6M | ||
| Q1 24 | $212.3M | $156.6M |
自由现金流DDOGIEX
| Q4 25 | $318.2M | $189.8M | ||
| Q3 25 | $234.7M | $188.7M | ||
| Q2 25 | $184.9M | $146.9M | ||
| Q1 25 | $262.8M | $91.4M | ||
| Q4 24 | $257.5M | $157.1M | ||
| Q3 24 | $220.3M | $191.6M | ||
| Q2 24 | $160.0M | $117.7M | ||
| Q1 24 | $198.1M | $136.6M |
自由现金流率DDOGIEX
| Q4 25 | 33.4% | 21.1% | ||
| Q3 25 | 26.5% | 21.5% | ||
| Q2 25 | 22.4% | 17.0% | ||
| Q1 25 | 34.5% | 11.2% | ||
| Q4 24 | 34.9% | 18.2% | ||
| Q3 24 | 31.9% | 24.0% | ||
| Q2 24 | 24.8% | 14.6% | ||
| Q1 24 | 32.4% | 17.1% |
资本支出强度DDOGIEX
| Q4 25 | 0.9% | 2.2% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 1.1% | 1.8% | ||
| Q4 24 | 1.1% | 1.8% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 2.5% |
现金转化率DDOGIEX
| Q4 25 | 7.02× | 1.63× | ||
| Q3 25 | 7.42× | 1.59× | ||
| Q2 25 | 75.58× | 1.23× | ||
| Q1 25 | 11.02× | 1.11× | ||
| Q4 24 | 5.82× | 1.40× | ||
| Q3 24 | 4.42× | 1.72× | ||
| Q2 24 | 3.75× | 0.95× | ||
| Q1 24 | 4.98× | 1.29× |
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% |
IEX
| Fluid And Metering Technologies | $305.0M | 34% |
| Fireand Safety | $125.0M | 14% |
| Pumps | $105.7M | 12% |
| Water1 | $92.1M | 10% |
| Performance Pneumatic Technologies | $70.2M | 8% |
| Sealing Solutions | $64.0M | 7% |
| Energy | $47.9M | 5% |
| Material Processing Technologies | $37.2M | 4% |
| Dispensing | $33.5M | 4% |
| Valves | $22.7M | 3% |
