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Digital Realty(DLR)与HUBSPOT INC(HUBS)财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是HUBSPOT INC的1.9倍($1.6B vs $846.7M),HUBSPOT INC净利率更高(6.4% vs 6.0%,领先0.4%),HUBSPOT INC同比增速更快(20.4% vs 16.1%),过去两年HUBSPOT INC的营收复合增速更高(17.1% vs 9.8%)
Digital Realty是一家全球知名的不动产投资信托企业,核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资,可为客户提供数据中心部署、主机托管、网络互联等多元专业服务,能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商,2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立,专注于研发和推广适配营销、销售及客户服务全场景的软件产品,为全球各规模企业的数字化运营提供工具支持。
DLR vs HUBS — 直观对比
营收规模更大
DLR
是对方的1.9倍
$846.7M
营收增速更快
HUBS
高出4.3%
16.1%
净利率更高
HUBS
高出0.4%
6.0%
两年增速更快
HUBS
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $846.7M |
| 净利润 | $98.6M | $54.4M |
| 毛利率 | — | 83.7% |
| 营业利润率 | 6.9% | 5.7% |
| 净利率 | 6.0% | 6.4% |
| 营收同比 | 16.1% | 20.4% |
| 净利润同比 | -10.3% | 992.2% |
| 每股收益(稀释后) | $0.22 | $1.03 |
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
DLR
HUBS
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $846.7M | ||
| Q3 25 | $1.6B | $809.5M | ||
| Q2 25 | $1.5B | $760.9M | ||
| Q1 25 | $1.4B | $714.1M | ||
| Q4 24 | $1.4B | $703.2M | ||
| Q3 24 | $1.4B | $669.7M | ||
| Q2 24 | $1.4B | $637.2M |
净利润
DLR
HUBS
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $54.4M | ||
| Q3 25 | $67.8M | $16.5M | ||
| Q2 25 | $1.0B | $-3.3M | ||
| Q1 25 | $110.0M | $-21.8M | ||
| Q4 24 | $189.6M | $5.0M | ||
| Q3 24 | $51.2M | $8.1M | ||
| Q2 24 | $80.2M | $-14.4M |
毛利率
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | — | 83.7% | ||
| Q3 25 | — | 83.5% | ||
| Q2 25 | — | 83.9% | ||
| Q1 25 | — | 83.9% | ||
| Q4 24 | — | 85.3% | ||
| Q3 24 | — | 85.2% | ||
| Q2 24 | — | 85.0% |
营业利润率
DLR
HUBS
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 5.7% | ||
| Q3 25 | 8.8% | 1.4% | ||
| Q2 25 | 14.2% | -3.2% | ||
| Q1 25 | 13.9% | -3.8% | ||
| Q4 24 | 10.1% | -1.5% | ||
| Q3 24 | 11.8% | -1.4% | ||
| Q2 24 | 0.7% | -3.8% |
净利率
DLR
HUBS
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 6.4% | ||
| Q3 25 | 4.3% | 2.0% | ||
| Q2 25 | 69.1% | -0.4% | ||
| Q1 25 | 7.8% | -3.1% | ||
| Q4 24 | 13.2% | 0.7% | ||
| Q3 24 | 3.6% | 1.2% | ||
| Q2 24 | 5.9% | -2.3% |
每股收益(稀释后)
DLR
HUBS
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $1.03 | ||
| Q3 25 | $0.15 | $0.31 | ||
| Q2 25 | $2.94 | $-0.06 | ||
| Q1 25 | $0.27 | $-0.42 | ||
| Q4 24 | $0.50 | $0.09 | ||
| Q3 24 | $0.09 | $0.16 | ||
| Q2 24 | $0.20 | $-0.28 |
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 | $3.5B | $882.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $2.1B |
| 总资产 | $49.4B | $3.9B |
| 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
DLR
HUBS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $882.2M | ||
| Q3 25 | $3.3B | $614.4M | ||
| Q2 25 | $3.6B | $601.2M | ||
| Q1 25 | $2.3B | $625.0M | ||
| Q4 24 | $3.9B | $512.7M | ||
| Q3 24 | $2.2B | $410.1M | ||
| Q2 24 | $2.3B | $797.9M |
股东权益
DLR
HUBS
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $2.1B | ||
| Q3 25 | $23.0B | $1.9B | ||
| Q2 25 | $22.9B | $2.1B | ||
| Q1 25 | $21.3B | $2.0B | ||
| Q4 24 | $21.3B | $1.9B | ||
| Q3 24 | $21.2B | $1.8B | ||
| Q2 24 | $20.5B | $1.6B |
总资产
DLR
HUBS
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $3.9B | ||
| Q3 25 | $48.7B | $3.5B | ||
| Q2 25 | $48.7B | $3.7B | ||
| Q1 25 | $45.1B | $3.9B | ||
| Q4 24 | $45.3B | $3.8B | ||
| Q3 24 | $45.3B | $3.6B | ||
| Q2 24 | $43.6B | $3.4B |
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 | — | $247.4M |
| 自由现金流经营现金流 - 资本支出 | — | $234.0M |
| 自由现金流率自由现金流/营收 | — | 27.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.55× |
| 过去12个月自由现金流最近4个季度 | — | $707.6M |
8季度趋势,按日历期对齐
经营现金流
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $247.4M | ||
| Q3 25 | $652.9M | $187.4M | ||
| Q2 25 | $641.2M | $164.4M | ||
| Q1 25 | $399.1M | $161.6M | ||
| Q4 24 | $769.5M | $194.1M | ||
| Q3 24 | $566.5M | $159.5M | ||
| Q2 24 | $573.2M | $117.8M |
自由现金流
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | — | $234.0M | ||
| Q3 25 | — | $177.0M | ||
| Q2 25 | — | $148.3M | ||
| Q1 25 | — | $148.2M | ||
| Q4 24 | — | $181.4M | ||
| Q3 24 | — | $148.4M | ||
| Q2 24 | — | $109.6M |
自由现金流率
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 19.5% | ||
| Q1 25 | — | 20.8% | ||
| Q4 24 | — | 25.8% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | 17.2% |
资本支出强度
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.3% |
现金转化率
DLR
HUBS
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 4.55× | ||
| Q3 25 | 9.63× | 11.33× | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 3.63× | — | ||
| Q4 24 | 4.06× | 38.96× | ||
| Q3 24 | 11.07× | 19.59× | ||
| Q2 24 | 7.15× | — |
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
DLR
暂无分部数据
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |