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Datadog（DDOG）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是Datadog的1.8倍（$1.7B vs $953.2M），Datadog净利率更高（4.9% vs 3.7%，领先1.2%），Datadog同比增速更快（29.2% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $318.2M），过去两年Datadog的营收复合增速更高（24.9% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
DDOG vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.8倍
$953.2M
营收增速更快
DDOG
高出38.2%
-9.0%
净利率更高
DDOG
高出1.2%
3.7%
自由现金流更多
RUSHA
多$93.4M
$318.2M
两年增速更快
DDOG
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.7B |
| 净利润 | $46.6M | $61.7M |
| 毛利率 | 80.4% | 20.4% |
| 营业利润率 | 1.0% | 4.9% |
| 净利率 | 4.9% | 3.7% |
| 营收同比 | 29.2% | -9.0% |
| 净利润同比 | 2.1% | 1.8% |
| 每股收益（稀释后） | $0.13 | $0.77 |
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DDOGRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $953.2M | $1.7B | ||
| Q3 25 | $885.7M | $1.8B | ||
| Q2 25 | $826.8M | $1.8B | ||
| Q1 25 | $761.6M | $1.8B | ||
| Q4 24 | $737.7M | $1.9B | ||
| Q3 24 | $690.0M | $1.8B | ||
| Q2 24 | $645.3M | $1.9B |
净利润DDOGRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $46.6M | $64.3M | ||
| Q3 25 | $33.9M | $66.7M | ||
| Q2 25 | $2.6M | $72.4M | ||
| Q1 25 | $24.6M | $60.3M | ||
| Q4 24 | $45.6M | $74.8M | ||
| Q3 24 | $51.7M | $79.1M | ||
| Q2 24 | $43.8M | $78.7M |
毛利率DDOGRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 80.4% | 20.8% | ||
| Q3 25 | 80.1% | 21.0% | ||
| Q2 25 | 79.9% | 20.7% | ||
| Q1 25 | 79.3% | 20.3% | ||
| Q4 24 | 80.5% | 19.3% | ||
| Q3 24 | 80.0% | 21.0% | ||
| Q2 24 | 80.9% | 20.2% |
营业利润率DDOGRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 1.0% | 5.5% | ||
| Q3 25 | -0.7% | 5.6% | ||
| Q2 25 | -4.3% | 6.0% | ||
| Q1 25 | -1.6% | 5.2% | ||
| Q4 24 | 1.3% | 5.8% | ||
| Q3 24 | 2.9% | 6.7% | ||
| Q2 24 | 2.0% | 6.4% |
净利率DDOGRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 4.9% | 3.8% | ||
| Q3 25 | 3.8% | 3.7% | ||
| Q2 25 | 0.3% | 3.9% | ||
| Q1 25 | 3.2% | 3.4% | ||
| Q4 24 | 6.2% | 3.9% | ||
| Q3 24 | 7.5% | 4.4% | ||
| Q2 24 | 6.8% | 4.1% |
每股收益（稀释后）DDOGRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.13 | $0.81 | ||
| Q3 25 | $0.10 | $0.83 | ||
| Q2 25 | $0.01 | $0.90 | ||
| Q1 25 | $0.07 | $0.73 | ||
| Q4 24 | $0.14 | $-95.13 | ||
| Q3 24 | $0.14 | $0.97 | ||
| Q2 24 | $0.12 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $3.7B | $2.3B |
| 总资产 | $6.6B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资DDOGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | $212.6M | ||
| Q3 25 | $540.6M | $242.0M | ||
| Q2 25 | $489.0M | $211.1M | ||
| Q1 25 | $1.1B | $228.7M | ||
| Q4 24 | $1.2B | $228.1M | ||
| Q3 24 | $337.4M | $185.1M | ||
| Q2 24 | $411.0M | $167.3M |
总债务DDOGRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DDOGRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.7B | $2.2B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.2B | ||
| Q1 25 | $2.9B | $2.2B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B |
总资产DDOGRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $6.6B | $4.4B | ||
| Q3 25 | $6.1B | $4.6B | ||
| Q2 25 | $5.8B | $4.7B | ||
| Q1 25 | $6.0B | $4.7B | ||
| Q4 24 | $5.8B | $4.6B | ||
| Q3 24 | $4.6B | $4.6B | ||
| Q2 24 | $4.4B | $4.5B |
负债/权益比DDOGRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $411.6M |
| 自由现金流率自由现金流/营收 | 33.4% | 24.4% |
| 资本支出强度资本支出/营收 | 0.9% | 2.0% |
| 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 | $828.4M |
8季度趋势，按日历期对齐
经营现金流DDOGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $112.9M | ||
| Q3 25 | $251.5M | $367.8M | ||
| Q2 25 | $200.1M | $227.6M | ||
| Q1 25 | $271.5M | $153.5M | ||
| Q4 24 | $265.2M | $392.3M | ||
| Q3 24 | $228.7M | $111.7M | ||
| Q2 24 | $164.4M | $270.6M |
自由现金流DDOGRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $318.2M | $31.9M | ||
| Q3 25 | $234.7M | $271.2M | ||
| Q2 25 | $184.9M | $113.8M | ||
| Q1 25 | $262.8M | $45.1M | ||
| Q4 24 | $257.5M | $263.5M | ||
| Q3 24 | $220.3M | $-20.0M | ||
| Q2 24 | $160.0M | $177.2M |
自由现金流率DDOGRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 33.4% | 1.9% | ||
| Q3 25 | 26.5% | 15.2% | ||
| Q2 25 | 22.4% | 6.2% | ||
| Q1 25 | 34.5% | 2.6% | ||
| Q4 24 | 34.9% | 13.7% | ||
| Q3 24 | 31.9% | -1.1% | ||
| Q2 24 | 24.8% | 9.1% |
资本支出强度DDOGRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.9% | 4.8% | ||
| Q3 25 | 1.9% | 5.4% | ||
| Q2 25 | 1.8% | 6.2% | ||
| Q1 25 | 1.1% | 6.2% | ||
| Q4 24 | 1.1% | 6.7% | ||
| Q3 24 | 1.2% | 7.3% | ||
| Q2 24 | 0.7% | 4.8% |
现金转化率DDOGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 1.75× | ||
| Q3 25 | 7.42× | 5.51× | ||
| Q2 25 | 75.58× | 3.14× | ||
| Q1 25 | 11.02× | 2.55× | ||
| Q4 24 | 5.82× | 5.25× | ||
| Q3 24 | 4.42× | 1.41× | ||
| Q2 24 | 3.75× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
