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DigitalOcean Holdings, Inc.（DOCN）与FIRST INDUSTRIAL REALTY TRUST INC（FR）财务数据对比。点击上方公司名可切换其他公司
DigitalOcean Holdings, Inc.的季度营收约是FIRST INDUSTRIAL REALTY TRUST INC的1.2倍（$242.4M vs $194.8M），FIRST INDUSTRIAL REALTY TRUST INC净利率更高（75.9% vs 10.6%，领先65.3%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 10.0%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 8.9%）
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。
该企业是一家房地产投资信托机构，主要投资华盛顿大都会区郊区的工业地产与商务园区类资产，拥有成熟的不动产投资运营经验，于2017年被政府物业收入信托正式收购。
DOCN vs FR — 直观对比
营收规模更大
DOCN
是对方的1.2倍
$194.8M
营收增速更快
DOCN
高出8.3%
10.0%
净利率更高
FR
高出65.3%
10.6%
两年增速更快
DOCN
近两年复合增速
8.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $194.8M |
| 净利润 | $25.7M | $147.9M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | 75.9% |
| 营收同比 | 18.3% | 10.0% |
| 净利润同比 | 40.5% | 179.7% |
| 每股收益（稀释后） | $0.23 | $1.08 |
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DOCNFR
| Q1 26 | — | $194.8M | ||
| Q4 25 | $242.4M | $188.4M | ||
| Q3 25 | $229.6M | $181.4M | ||
| Q2 25 | $218.7M | $180.2M | ||
| Q1 25 | $210.7M | $177.1M | ||
| Q4 24 | $204.9M | $175.6M | ||
| Q3 24 | $198.5M | $167.6M | ||
| Q2 24 | $192.5M | $164.1M |
净利润DOCNFR
| Q1 26 | — | $147.9M | ||
| Q4 25 | $25.7M | $78.8M | ||
| Q3 25 | $158.4M | $65.3M | ||
| Q2 25 | $37.0M | $55.2M | ||
| Q1 25 | $38.2M | $48.1M | ||
| Q4 24 | $18.3M | $68.4M | ||
| Q3 24 | $32.9M | $99.4M | ||
| Q2 24 | $19.1M | $51.3M |
毛利率DOCNFR
| 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DOCNFR
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | 34.6% | ||
| Q3 25 | 19.6% | 37.0% | ||
| Q2 25 | 16.3% | 31.7% | ||
| Q1 25 | 17.9% | 31.2% | ||
| Q4 24 | 15.9% | 40.1% | ||
| Q3 24 | 12.4% | 62.6% | ||
| Q2 24 | 11.6% | 31.8% |
净利率DOCNFR
| Q1 26 | — | 75.9% | ||
| Q4 25 | 10.6% | 41.8% | ||
| Q3 25 | 69.0% | 36.0% | ||
| Q2 25 | 16.9% | 30.6% | ||
| Q1 25 | 18.1% | 27.2% | ||
| Q4 24 | 8.9% | 39.0% | ||
| Q3 24 | 16.6% | 59.3% | ||
| Q2 24 | 9.9% | 31.3% |
每股收益（稀释后）DOCNFR
| Q1 26 | — | $1.08 | ||
| Q4 25 | $0.23 | $0.60 | ||
| Q3 25 | $1.51 | $0.49 | ||
| Q2 25 | $0.39 | $0.42 | ||
| Q1 25 | $0.39 | $0.36 | ||
| Q4 24 | $0.21 | $0.51 | ||
| Q3 24 | $0.33 | $0.75 | ||
| Q2 24 | $0.20 | $0.39 |
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 | — |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $2.9B |
| 总资产 | $1.8B | $5.8B |
| 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DOCNFR
| Q1 26 | — | — | ||
| Q4 25 | $254.5M | $78.0M | ||
| Q3 25 | $236.6M | $33.5M | ||
| Q2 25 | $387.7M | $34.9M | ||
| Q1 25 | $360.4M | $35.7M | ||
| Q4 24 | $428.4M | $44.5M | ||
| Q3 24 | $439.9M | $47.1M | ||
| Q2 24 | $443.1M | $38.5M |
总债务DOCNFR
| 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DOCNFR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $-28.7M | $2.7B | ||
| Q3 25 | $-69.6M | $2.7B | ||
| Q2 25 | $-175.2M | $2.6B | ||
| Q1 25 | $-210.7M | $2.7B | ||
| Q4 24 | $-203.0M | $2.7B | ||
| Q3 24 | $-211.7M | $2.6B | ||
| Q2 24 | $-253.8M | $2.6B |
总资产DOCNFR
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.8B | $5.7B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $1.7B | $5.5B | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.5B | $5.2B | ||
| Q2 24 | $1.5B | $5.2B |
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DOCNFR
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $461.3M | ||
| Q3 25 | $95.8M | $124.6M | ||
| Q2 25 | $92.4M | $126.1M | ||
| Q1 25 | $64.1M | $88.6M | ||
| Q4 24 | $71.3M | $352.5M | ||
| Q3 24 | $73.4M | $105.5M | ||
| Q2 24 | $71.3M | $107.7M |
自由现金流DOCNFR
| 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DOCNFR
| 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DOCNFR
| 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DOCNFR
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 5.85× | ||
| Q3 25 | 0.60× | 1.91× | ||
| Q2 25 | 2.50× | 2.28× | ||
| Q1 25 | 1.68× | 1.84× | ||
| Q4 24 | 3.91× | 5.15× | ||
| Q3 24 | 2.23× | 1.06× | ||
| Q2 24 | 3.73× | 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
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
FR
暂无分部数据
