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Datadog（DDOG）与Texas Roadhouse, Inc.（TXRH）财务数据对比。点击上方公司名可切换其他公司
Texas Roadhouse, Inc.的季度营收约是Datadog的1.6倍（$1.5B vs $953.2M），Texas Roadhouse, Inc.净利率更高（5.8% vs 4.9%，领先1.0%），Datadog同比增速更快（29.2% vs 3.1%），过去两年Datadog的营收复合增速更高（24.9% vs 12.8%）
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。
Texas Roadhouse是美国知名牛排连锁餐厅，主打德克萨斯及美国西南部风味餐食，核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔，旗下还运营另外两个餐饮品牌。截至2025年8月，品牌在美国49个州拥有约800家门店，同时在11个国家开设了70家海外门店。
DDOG vs TXRH — 直观对比
营收规模更大
TXRH
是对方的1.6倍
$953.2M
营收增速更快
DDOG
高出26.1%
3.1%
净利率更高
TXRH
高出1.0%
4.9%
两年增速更快
DDOG
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.5B |
| 净利润 | $46.6M | $86.7M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 6.5% |
| 净利率 | 4.9% | 5.8% |
| 营收同比 | 29.2% | 3.1% |
| 净利润同比 | 2.1% | -26.9% |
| 每股收益（稀释后） | $0.13 | $1.29 |
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DDOGTXRH
| Q4 25 | $953.2M | $1.5B | ||
| Q3 25 | $885.7M | $1.4B | ||
| Q2 25 | $826.8M | $1.4B | ||
| Q1 25 | $761.6M | — | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.3B | ||
| Q2 24 | $645.3M | $1.3B | ||
| Q1 24 | $611.3M | $1.3B |
净利润DDOGTXRH
| Q4 25 | $46.6M | $86.7M | ||
| Q3 25 | $33.9M | $84.9M | ||
| Q2 25 | $2.6M | $116.1M | ||
| Q1 25 | $24.6M | — | ||
| Q4 24 | $45.6M | $118.5M | ||
| Q3 24 | $51.7M | $86.8M | ||
| Q2 24 | $43.8M | $123.1M | ||
| Q1 24 | $42.6M | $116.0M |
毛利率DDOGTXRH
| 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% | — | ||
| Q1 24 | 82.0% | — |
营业利润率DDOGTXRH
| Q4 25 | 1.0% | 6.5% | ||
| Q3 25 | -0.7% | 6.7% | ||
| Q2 25 | -4.3% | 9.3% | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 1.3% | 9.6% | ||
| Q3 24 | 2.9% | 8.0% | ||
| Q2 24 | 2.0% | 10.6% | ||
| Q1 24 | 2.0% | 10.1% |
净利率DDOGTXRH
| Q4 25 | 4.9% | 5.8% | ||
| Q3 25 | 3.8% | 5.9% | ||
| Q2 25 | 0.3% | 8.0% | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 6.2% | 8.2% | ||
| Q3 24 | 7.5% | 6.8% | ||
| Q2 24 | 6.8% | 9.2% | ||
| Q1 24 | 7.0% | 8.8% |
每股收益（稀释后）DDOGTXRH
| Q4 25 | $0.13 | $1.29 | ||
| Q3 25 | $0.10 | $1.25 | ||
| Q2 25 | $0.01 | $1.70 | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.14 | $1.73 | ||
| Q3 24 | $0.14 | $1.26 | ||
| Q2 24 | $0.12 | $1.79 | ||
| Q1 24 | $0.12 | $1.69 |
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 | $134.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $1.5B |
| 总资产 | $6.6B | $3.5B |
| 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DDOGTXRH
| Q4 25 | $401.3M | $134.7M | ||
| Q3 25 | $540.6M | $108.2M | ||
| Q2 25 | $489.0M | $221.1M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | $245.2M | ||
| Q3 24 | $337.4M | $189.2M | ||
| Q2 24 | $411.0M | $197.5M | ||
| Q1 24 | $282.2M | $213.4M |
股东权益DDOGTXRH
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.4B | $1.5B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.2B | $1.2B |
总资产DDOGTXRH
| Q4 25 | $6.6B | $3.5B | ||
| Q3 25 | $6.1B | $3.3B | ||
| Q2 25 | $5.8B | $3.2B | ||
| Q1 25 | $6.0B | — | ||
| Q4 24 | $5.8B | $3.2B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.4B | $2.9B | ||
| Q1 24 | $4.1B | $2.8B |
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DDOGTXRH
| Q4 25 | $327.1M | — | ||
| Q3 25 | $251.5M | $143.6M | ||
| Q2 25 | $200.1M | $237.7M | ||
| Q1 25 | $271.5M | — | ||
| Q4 24 | $265.2M | $237.5M | ||
| Q3 24 | $228.7M | $138.7M | ||
| Q2 24 | $164.4M | $133.9M | ||
| Q1 24 | $212.3M | $243.4M |
自由现金流DDOGTXRH
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | $14.7M | ||
| Q2 25 | $184.9M | $160.4M | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | $129.7M | ||
| Q3 24 | $220.3M | $47.7M | ||
| Q2 24 | $160.0M | $56.1M | ||
| Q1 24 | $198.1M | $165.8M |
自由现金流率DDOGTXRH
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | 1.0% | ||
| Q2 25 | 22.4% | 11.1% | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | 9.0% | ||
| Q3 24 | 31.9% | 3.7% | ||
| Q2 24 | 24.8% | 4.2% | ||
| Q1 24 | 32.4% | 12.5% |
资本支出强度DDOGTXRH
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | 9.0% | ||
| Q2 25 | 1.8% | 5.3% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | 7.5% | ||
| Q3 24 | 1.2% | 7.2% | ||
| Q2 24 | 0.7% | 5.8% | ||
| Q1 24 | 2.3% | 5.9% |
现金转化率DDOGTXRH
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 1.69× | ||
| Q2 25 | 75.58× | 2.05× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 2.00× | ||
| Q3 24 | 4.42× | 1.60× | ||
| Q2 24 | 3.75× | 1.09× | ||
| Q1 24 | 4.98× | 2.10× |
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% |
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |
