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DigitalOcean Holdings, Inc.（DOCN）与Eastern Bankshares, Inc.（EBC）财务数据对比。点击上方公司名可切换其他公司
Eastern Bankshares, Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.2倍（$295.9M vs $242.4M），Eastern Bankshares, Inc.净利率更高（22.1% vs 10.6%，领先11.5%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 1.7%），过去两年Eastern Bankshares, Inc.的营收复合增速更高（38.6% vs 14.5%）
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
东方银行股份有限公司总部位于美国马萨诸塞州波士顿，2020年完成股份化改制前，是美国历史最悠久、规模最大的互助银行，同时也是马萨诸塞州规模最大的社区银行，深耕本地金融服务，在区域零售及小微金融领域拥有深厚的运营积淀。
DOCN vs EBC — 直观对比
营收规模更大
EBC
是对方的1.2倍
$242.4M
营收增速更快
DOCN
高出16.6%
1.7%
净利率更高
EBC
高出11.5%
10.6%
两年增速更快
EBC
近两年复合增速
14.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $295.9M |
| 净利润 | $25.7M | $65.3M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | 22.1% |
| 营收同比 | 18.3% | 1.7% |
| 净利润同比 | 40.5% | 289.8% |
| 每股收益（稀释后） | $0.23 | $0.29 |
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DOCNEBC
| Q1 26 | — | $295.9M | ||
| Q4 25 | $242.4M | $37.5M | ||
| Q3 25 | $229.6M | $241.5M | ||
| Q2 25 | $218.7M | $244.9M | ||
| Q1 25 | $210.7M | $31.1M | ||
| Q4 24 | $204.9M | $216.5M | ||
| Q3 24 | $198.5M | $203.4M | ||
| Q2 24 | $192.5M | $154.0M |
净利润DOCNEBC
| Q1 26 | — | $65.3M | ||
| Q4 25 | $25.7M | $99.5M | ||
| Q3 25 | $158.4M | $106.1M | ||
| Q2 25 | $37.0M | $100.2M | ||
| Q1 25 | $38.2M | $-217.7M | ||
| Q4 24 | $18.3M | $60.8M | ||
| Q3 24 | $32.9M | $-6.2M | ||
| Q2 24 | $19.1M | $26.3M |
毛利率DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.9% | — | ||
| Q1 25 | 61.4% | — | ||
| Q4 24 | 57.1% | — | ||
| Q3 24 | 60.2% | — | ||
| Q2 24 | 61.0% | — |
营业利润率DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 19.6% | 38.9% | ||
| Q2 25 | 16.3% | 41.0% | ||
| Q1 25 | 17.9% | -590.9% | ||
| Q4 24 | 15.9% | 33.3% | ||
| Q3 24 | 12.4% | -1.6% | ||
| Q2 24 | 11.6% | 24.7% |
净利率DOCNEBC
| Q1 26 | — | 22.1% | ||
| Q4 25 | 10.6% | 265.6% | ||
| Q3 25 | 69.0% | 44.0% | ||
| Q2 25 | 16.9% | 40.9% | ||
| Q1 25 | 18.1% | -699.2% | ||
| Q4 24 | 8.9% | 28.1% | ||
| Q3 24 | 16.6% | -3.0% | ||
| Q2 24 | 9.9% | 17.1% |
每股收益（稀释后）DOCNEBC
| Q1 26 | — | $0.29 | ||
| Q4 25 | $0.23 | $0.48 | ||
| Q3 25 | $1.51 | $0.53 | ||
| Q2 25 | $0.39 | $0.50 | ||
| Q1 25 | $0.39 | $-1.08 | ||
| Q4 24 | $0.21 | $0.29 | ||
| Q3 24 | $0.33 | $-0.03 | ||
| Q2 24 | $0.20 | $0.16 |
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 | $254.5M | $551.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $4.3B |
| 总资产 | $1.8B | $30.6B |
| 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DOCNEBC
| Q1 26 | — | $551.7M | ||
| Q4 25 | $254.5M | $507.6M | ||
| Q3 25 | $236.6M | $703.4M | ||
| Q2 25 | $387.7M | $948.3M | ||
| Q1 25 | $360.4M | $609.0M | ||
| Q4 24 | $428.4M | $1.9B | ||
| Q3 24 | $439.9M | $1.7B | ||
| Q2 24 | $443.1M | $1.4B |
总债务DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DOCNEBC
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-28.7M | $4.3B | ||
| Q3 25 | $-69.6M | $3.8B | ||
| Q2 25 | $-175.2M | $3.7B | ||
| Q1 25 | $-210.7M | $3.6B | ||
| Q4 24 | $-203.0M | $3.6B | ||
| Q3 24 | $-211.7M | $3.7B | ||
| Q2 24 | $-253.8M | $3.0B |
总资产DOCNEBC
| Q1 26 | — | $30.6B | ||
| Q4 25 | $1.8B | $30.6B | ||
| Q3 25 | $1.7B | $25.5B | ||
| Q2 25 | $1.7B | $25.5B | ||
| Q1 25 | $1.6B | $25.0B | ||
| Q4 24 | $1.6B | $25.6B | ||
| Q3 24 | $1.5B | $25.5B | ||
| Q2 24 | $1.5B | $21.0B |
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 | $57.3M | — |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 10.8% | — |
| 现金转化率经营现金流/净利润 | 2.23× | — |
| 过去12个月自由现金流最近4个季度 | $180.5M | — |
8季度趋势，按日历期对齐
经营现金流DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $432.4M | ||
| Q3 25 | $95.8M | $157.1M | ||
| Q2 25 | $92.4M | $123.9M | ||
| Q1 25 | $64.1M | $47.3M | ||
| Q4 24 | $71.3M | $283.8M | ||
| Q3 24 | $73.4M | $108.3M | ||
| Q2 24 | $71.3M | $54.3M |
自由现金流DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | — | ||
| Q3 25 | $88.0M | — | ||
| Q2 25 | $59.3M | — | ||
| Q1 25 | $2.1M | — | ||
| Q4 24 | $26.1M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $39.5M | — |
自由现金流率DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 27.1% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 20.5% | — |
资本支出强度DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | 22.1% | — | ||
| Q3 24 | 28.9% | — | ||
| Q2 24 | 16.6% | — |
现金转化率DOCNEBC
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 4.35× | ||
| Q3 25 | 0.60× | 1.48× | ||
| Q2 25 | 2.50× | 1.24× | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 3.91× | 4.67× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 3.73× | 2.06× |
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
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
EBC
| ALLL / total nonperforming loans ("NPLs") | $238.2M | 80% |
| Other | $51.6M | 17% |
| Return on average shareholders' equity | $6.1M | 2% |
