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Datadog（DDOG）与滨特尔（PNR）财务数据对比。点击上方公司名可切换其他公司
滨特尔的季度营收约是Datadog的1.1倍（$1.0B vs $953.2M），滨特尔净利率更高（16.6% vs 4.9%，领先11.7%），Datadog同比增速更快（29.2% vs 2.6%），Datadog自由现金流更多（$318.2M vs $-85.7M），过去两年Datadog的营收复合增速更高（24.9% vs -2.9%）
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。
滨特尔（股票代码PNR）是知名水处理企业，注册地位于爱尔兰，税务居民身份归属英国，美国区总部设于明尼苏达州金谷市。品牌起源于美国，2017年数据显示其65%的营收来自美国和加拿大，2014年集团完成架构重组，注册地由瑞士变更为爱尔兰。
DDOG vs PNR — 直观对比
营收规模更大
PNR
是对方的1.1倍
$953.2M
营收增速更快
DDOG
高出26.6%
2.6%
净利率更高
PNR
高出11.7%
4.9%
自由现金流更多
DDOG
多$403.9M
$-85.7M
两年增速更快
DDOG
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.0B |
| 净利润 | $46.6M | $172.4M |
| 毛利率 | 80.4% | 41.8% |
| 营业利润率 | 1.0% | 20.3% |
| 净利率 | 4.9% | 16.6% |
| 营收同比 | 29.2% | 2.6% |
| 净利润同比 | 2.1% | 11.3% |
| 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DDOGPNR
| Q1 26 | — | $1.0B | ||
| Q4 25 | $953.2M | $1.0B | ||
| Q3 25 | $885.7M | $1.0B | ||
| Q2 25 | $826.8M | $1.1B | ||
| Q1 25 | $761.6M | $1.0B | ||
| Q4 24 | $737.7M | $972.9M | ||
| Q3 24 | $690.0M | $993.4M | ||
| Q2 24 | $645.3M | $1.1B |
净利润DDOGPNR
| Q1 26 | — | $172.4M | ||
| Q4 25 | $46.6M | $166.1M | ||
| Q3 25 | $33.9M | $184.3M | ||
| Q2 25 | $2.6M | $148.5M | ||
| Q1 25 | $24.6M | $154.9M | ||
| Q4 24 | $45.6M | $166.4M | ||
| Q3 24 | $51.7M | $139.6M | ||
| Q2 24 | $43.8M | $186.1M |
毛利率DDOGPNR
| Q1 26 | — | 41.8% | ||
| Q4 25 | 80.4% | 40.4% | ||
| Q3 25 | 80.1% | 41.0% | ||
| Q2 25 | 79.9% | 40.7% | ||
| Q1 25 | 79.3% | 39.9% | ||
| Q4 24 | 80.5% | 38.8% | ||
| Q3 24 | 80.0% | 39.6% | ||
| Q2 24 | 80.9% | 39.8% |
营业利润率DDOGPNR
| Q1 26 | — | 20.3% | ||
| Q4 25 | 1.0% | 20.1% | ||
| Q3 25 | -0.7% | 22.7% | ||
| Q2 25 | -4.3% | 19.4% | ||
| Q1 25 | -1.6% | 20.1% | ||
| Q4 24 | 1.3% | 20.1% | ||
| Q3 24 | 2.9% | 18.1% | ||
| Q2 24 | 2.0% | 22.6% |
净利率DDOGPNR
| Q1 26 | — | 16.6% | ||
| Q4 25 | 4.9% | 16.3% | ||
| Q3 25 | 3.8% | 18.0% | ||
| Q2 25 | 0.3% | 13.2% | ||
| Q1 25 | 3.2% | 15.3% | ||
| Q4 24 | 6.2% | 17.1% | ||
| Q3 24 | 7.5% | 14.1% | ||
| Q2 24 | 6.8% | 16.9% |
每股收益（稀释后）DDOGPNR
| Q1 26 | — | — | ||
| Q4 25 | $0.13 | $1.01 | ||
| Q3 25 | $0.10 | $1.12 | ||
| Q2 25 | $0.01 | $0.90 | ||
| Q1 25 | $0.07 | $0.93 | ||
| Q4 24 | $0.14 | $0.99 | ||
| Q3 24 | $0.14 | $0.84 | ||
| Q2 24 | $0.12 | $1.11 |
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 | $67.7M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $3.7B | $3.8B |
| 总资产 | $6.6B | $7.1B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资DDOGPNR
| Q1 26 | — | $67.7M | ||
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | $128.4M | ||
| Q2 25 | $489.0M | $143.0M | ||
| Q1 25 | $1.1B | $140.6M | ||
| Q4 24 | $1.2B | $118.7M | ||
| Q3 24 | $337.4M | $218.1M | ||
| Q2 24 | $411.0M | $214.3M |
总债务DDOGPNR
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.8B |
股东权益DDOGPNR
| Q1 26 | — | $3.8B | ||
| Q4 25 | $3.7B | $3.9B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.2B | $3.7B | ||
| Q1 25 | $2.9B | $3.6B | ||
| Q4 24 | $2.7B | $3.6B | ||
| Q3 24 | $2.6B | $3.5B | ||
| Q2 24 | $2.4B | $3.4B |
总资产DDOGPNR
| Q1 26 | — | $7.1B | ||
| Q4 25 | $6.6B | $6.9B | ||
| Q3 25 | $6.1B | $6.8B | ||
| Q2 25 | $5.8B | $6.5B | ||
| Q1 25 | $6.0B | $6.7B | ||
| Q4 24 | $5.8B | $6.4B | ||
| Q3 24 | $4.6B | $6.5B | ||
| Q2 24 | $4.4B | $6.5B |
负债/权益比DDOGPNR
| Q1 26 | — | 0.51× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.51× |
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 | $-85.7M |
| 自由现金流率自由现金流/营收 | 33.4% | -8.3% |
| 资本支出强度资本支出/营收 | 0.9% | 1.8% |
| 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 | $716.0M |
8季度趋势，按日历期对齐
经营现金流DDOGPNR
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $50.8M | ||
| Q3 25 | $251.5M | $196.3M | ||
| Q2 25 | $200.1M | $606.6M | ||
| Q1 25 | $271.5M | $-38.9M | ||
| Q4 24 | $265.2M | $86.5M | ||
| Q3 24 | $228.7M | $248.6M | ||
| Q2 24 | $164.4M | $539.2M |
自由现金流DDOGPNR
| Q1 26 | — | $-85.7M | ||
| Q4 25 | $318.2M | $27.1M | ||
| Q3 25 | $234.7M | $178.9M | ||
| Q2 25 | $184.9M | $595.7M | ||
| Q1 25 | $262.8M | $-55.7M | ||
| Q4 24 | $257.5M | $63.8M | ||
| Q3 24 | $220.3M | $233.2M | ||
| Q2 24 | $160.0M | $522.2M |
自由现金流率DDOGPNR
| Q1 26 | — | -8.3% | ||
| Q4 25 | 33.4% | 2.7% | ||
| Q3 25 | 26.5% | 17.5% | ||
| Q2 25 | 22.4% | 53.0% | ||
| Q1 25 | 34.5% | -5.5% | ||
| Q4 24 | 34.9% | 6.6% | ||
| Q3 24 | 31.9% | 23.5% | ||
| Q2 24 | 24.8% | 47.5% |
资本支出强度DDOGPNR
| Q1 26 | — | 1.8% | ||
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.1% | 1.7% | ||
| Q4 24 | 1.1% | 2.3% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 0.7% | 1.5% |
现金转化率DDOGPNR
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 0.31× | ||
| Q3 25 | 7.42× | 1.07× | ||
| Q2 25 | 75.58× | 4.08× | ||
| Q1 25 | 11.02× | -0.25× | ||
| Q4 24 | 5.82× | 0.52× | ||
| Q3 24 | 4.42× | 1.78× | ||
| Q2 24 | 3.75× | 2.90× |
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% |
PNR
| Water Solutions | $391.0M | 38% |
| Pool | $387.1M | 37% |
| Flow | $258.1M | 25% |
