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Datadog（DDOG）与SKYWEST INC（SKYW）财务数据对比。点击上方公司名可切换其他公司
SKYWEST INC的季度营收约是Datadog的1.1倍（$1.0B vs $953.2M），SKYWEST INC净利率更高（10.0% vs 4.9%，领先5.2%），Datadog同比增速更快（29.2% vs 6.8%），过去两年Datadog的营收复合增速更高（24.9% vs 8.1%）
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。
天西航空（SkyWest Inc.）是总部位于美国犹他州圣乔治的控股企业，旗下主营北美支线航空公司天西航空，同时运营飞机租赁业务，是北美区域航空运营领域的重要参与者。
DDOG vs SKYW — 直观对比
营收规模更大
SKYW
是对方的1.1倍
$953.2M
营收增速更快
DDOG
高出22.4%
6.8%
净利率更高
SKYW
高出5.2%
4.9%
两年增速更快
DDOG
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.0B |
| 净利润 | $46.6M | $101.7M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 12.2% |
| 净利率 | 4.9% | 10.0% |
| 营收同比 | 29.2% | 6.8% |
| 净利润同比 | 2.1% | 1.1% |
| 每股收益（稀释后） | $0.13 | $2.50 |
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DDOGSKYW
| Q1 26 | — | $1.0B | ||
| Q4 25 | $953.2M | $1.0B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.0B | ||
| Q1 25 | $761.6M | $948.5M | ||
| Q4 24 | $737.7M | $944.4M | ||
| Q3 24 | $690.0M | $912.8M | ||
| Q2 24 | $645.3M | $867.1M |
净利润DDOGSKYW
| Q1 26 | — | $101.7M | ||
| Q4 25 | $46.6M | $91.2M | ||
| Q3 25 | $33.9M | $116.4M | ||
| Q2 25 | $2.6M | $120.3M | ||
| Q1 25 | $24.6M | $100.6M | ||
| Q4 24 | $45.6M | $97.4M | ||
| Q3 24 | $51.7M | $89.7M | ||
| Q2 24 | $43.8M | $75.6M |
毛利率DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — |
营业利润率DDOGSKYW
| Q1 26 | — | 12.2% | ||
| Q4 25 | 1.0% | 13.1% | ||
| Q3 25 | -0.7% | 16.6% | ||
| Q2 25 | -4.3% | 16.4% | ||
| Q1 25 | -1.6% | 14.7% | ||
| Q4 24 | 1.3% | 15.3% | ||
| Q3 24 | 2.9% | 14.4% | ||
| Q2 24 | 2.0% | 13.8% |
净利率DDOGSKYW
| Q1 26 | — | 10.0% | ||
| Q4 25 | 4.9% | 8.9% | ||
| Q3 25 | 3.8% | 11.1% | ||
| Q2 25 | 0.3% | 11.6% | ||
| Q1 25 | 3.2% | 10.6% | ||
| Q4 24 | 6.2% | 10.3% | ||
| Q3 24 | 7.5% | 9.8% | ||
| Q2 24 | 6.8% | 8.7% |
每股收益（稀释后）DDOGSKYW
| Q1 26 | — | $2.50 | ||
| Q4 25 | $0.13 | $2.21 | ||
| Q3 25 | $0.10 | $2.81 | ||
| Q2 25 | $0.01 | $2.91 | ||
| Q1 25 | $0.07 | $2.42 | ||
| Q4 24 | $0.14 | $2.34 | ||
| Q3 24 | $0.14 | $2.16 | ||
| Q2 24 | $0.12 | $1.82 |
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 | — | $1.8B |
| 股东权益账面价值 | $3.7B | $2.7B |
| 总资产 | $6.6B | $7.3B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | $122.7M | ||
| Q3 25 | $540.6M | $44.5M | ||
| Q2 25 | $489.0M | $48.3M | ||
| Q1 25 | $1.1B | $179.0M | ||
| Q4 24 | $1.2B | $227.4M | ||
| Q3 24 | $337.4M | $177.6M | ||
| Q2 24 | $411.0M | $141.8M |
总债务DDOGSKYW
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益DDOGSKYW
| Q1 26 | — | $2.7B | ||
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $2.7B | $2.4B | ||
| Q3 24 | $2.6B | $2.3B | ||
| Q2 24 | $2.4B | $2.2B |
总资产DDOGSKYW
| Q1 26 | — | $7.3B | ||
| Q4 25 | $6.6B | $7.4B | ||
| Q3 25 | $6.1B | $7.2B | ||
| Q2 25 | $5.8B | $7.2B | ||
| Q1 25 | $6.0B | $7.1B | ||
| Q4 24 | $5.8B | $7.1B | ||
| Q3 24 | $4.6B | $7.0B | ||
| Q2 24 | $4.4B | $7.0B |
负债/权益比DDOGSKYW
| Q1 26 | — | 0.66× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | 1.17× | ||
| Q2 24 | — | 1.25× |
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 | — |
| 自由现金流率自由现金流/营收 | 33.4% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $231.5M | ||
| Q3 25 | $251.5M | $280.8M | ||
| Q2 25 | $200.1M | $257.1M | ||
| Q1 25 | $271.5M | $171.0M | ||
| Q4 24 | $265.2M | $185.9M | ||
| Q3 24 | $228.7M | $183.6M | ||
| Q2 24 | $164.4M | $165.3M |
自由现金流DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $224.3M | ||
| Q3 25 | $234.7M | $269.9M | ||
| Q2 25 | $184.9M | $251.5M | ||
| Q1 25 | $262.8M | $162.6M | ||
| Q4 24 | $257.5M | $162.7M | ||
| Q3 24 | $220.3M | $172.1M | ||
| Q2 24 | $160.0M | $159.4M |
自由现金流率DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 21.9% | ||
| Q3 25 | 26.5% | 25.7% | ||
| Q2 25 | 22.4% | 24.3% | ||
| Q1 25 | 34.5% | 17.1% | ||
| Q4 24 | 34.9% | 17.2% | ||
| Q3 24 | 31.9% | 18.9% | ||
| Q2 24 | 24.8% | 18.4% |
资本支出强度DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.7% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 1.8% | 0.5% | ||
| Q1 25 | 1.1% | 0.9% | ||
| Q4 24 | 1.1% | 2.5% | ||
| Q3 24 | 1.2% | 1.3% | ||
| Q2 24 | 0.7% | 0.7% |
现金转化率DDOGSKYW
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 2.54× | ||
| Q3 25 | 7.42× | 2.41× | ||
| Q2 25 | 75.58× | 2.14× | ||
| Q1 25 | 11.02× | 1.70× | ||
| Q4 24 | 5.82× | 1.91× | ||
| Q3 24 | 4.42× | 2.05× | ||
| Q2 24 | 3.75× | 2.19× |
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% |
SKYW
| Flying agreements | $977.9M | 97% |
| Lease, airport services and other | $35.3M | 3% |
