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DigitalOcean Holdings, Inc.（DOCN）与Federal Realty Investment Trust（FRT）财务数据对比。点击上方公司名可切换其他公司
Federal Realty Investment Trust的季度营收约是DigitalOcean Holdings, Inc.的1.4倍（$336.0M vs $242.4M），Federal Realty Investment Trust净利率更高（38.6% vs 10.6%，领先28.0%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 8.7%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 6.5%）
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。
Federal Realty Investment Trust是一家专业房地产投资信托基金，核心投资标的为购物中心类商业物业，资产布局覆盖美国东北部、大西洋中部地区、加利福尼亚州及南佛罗里达区域，在当地商业不动产投资领域拥有丰富的运营经验。
DOCN vs FRT — 直观对比
营收规模更大
FRT
是对方的1.4倍
$242.4M
营收增速更快
DOCN
高出9.6%
8.7%
净利率更高
FRT
高出28.0%
10.6%
两年增速更快
DOCN
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $336.0M |
| 净利润 | $25.7M | $129.7M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | 53.8% |
| 净利率 | 10.6% | 38.6% |
| 营收同比 | 18.3% | 8.7% |
| 净利润同比 | 40.5% | 103.5% |
| 每股收益（稀释后） | $0.23 | $1.49 |
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DOCNFRT
| Q1 26 | — | $336.0M | ||
| Q4 25 | $242.4M | $336.0M | ||
| Q3 25 | $229.6M | $322.3M | ||
| Q2 25 | $218.7M | $311.5M | ||
| Q1 25 | $210.7M | $309.2M | ||
| Q4 24 | $204.9M | $311.4M | ||
| Q3 24 | $198.5M | $303.6M | ||
| Q2 24 | $192.5M | $296.1M |
净利润DOCNFRT
| Q1 26 | — | $129.7M | ||
| Q4 25 | $25.7M | $129.7M | ||
| Q3 25 | $158.4M | $61.6M | ||
| Q2 25 | $37.0M | $155.9M | ||
| Q1 25 | $38.2M | $63.8M | ||
| Q4 24 | $18.3M | $65.5M | ||
| Q3 24 | $32.9M | $61.0M | ||
| Q2 24 | $19.1M | $112.0M |
毛利率DOCNFRT
| 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DOCNFRT
| Q1 26 | — | 53.8% | ||
| Q4 25 | 16.0% | 53.8% | ||
| Q3 25 | 19.6% | 34.3% | ||
| Q2 25 | 16.3% | 65.1% | ||
| Q1 25 | 17.9% | 35.0% | ||
| Q4 24 | 15.9% | 35.1% | ||
| Q3 24 | 12.4% | 34.9% | ||
| Q2 24 | 11.6% | 53.0% |
净利率DOCNFRT
| Q1 26 | — | 38.6% | ||
| Q4 25 | 10.6% | 38.6% | ||
| Q3 25 | 69.0% | 19.1% | ||
| Q2 25 | 16.9% | 50.0% | ||
| Q1 25 | 18.1% | 20.6% | ||
| Q4 24 | 8.9% | 21.0% | ||
| Q3 24 | 16.6% | 20.1% | ||
| Q2 24 | 9.9% | 37.8% |
每股收益（稀释后）DOCNFRT
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.23 | $1.49 | ||
| Q3 25 | $1.51 | $0.69 | ||
| Q2 25 | $0.39 | $1.78 | ||
| Q1 25 | $0.39 | $0.72 | ||
| Q4 24 | $0.21 | $0.74 | ||
| Q3 24 | $0.33 | $0.70 | ||
| Q2 24 | $0.20 | $1.32 |
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 | $107.4M |
| 总债务越低越好 | $1.3B | $5.0B |
| 股东权益账面价值 | $-28.7M | $3.2B |
| 总资产 | $1.8B | $9.1B |
| 负债/权益比越低杠杆越低 | — | 1.53× |
8季度趋势，按日历期对齐
现金及短期投资DOCNFRT
| Q1 26 | — | $107.4M | ||
| Q4 25 | $254.5M | $107.4M | ||
| Q3 25 | $236.6M | $111.3M | ||
| Q2 25 | $387.7M | $177.0M | ||
| Q1 25 | $360.4M | $109.2M | ||
| Q4 24 | $428.4M | $123.4M | ||
| Q3 24 | $439.9M | $97.0M | ||
| Q2 24 | $443.1M | $103.2M |
总债务DOCNFRT
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.3B | $5.0B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | $4.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DOCNFRT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $-28.7M | $3.2B | ||
| Q3 25 | $-69.6M | $3.2B | ||
| Q2 25 | $-175.2M | $3.2B | ||
| Q1 25 | $-210.7M | $3.2B | ||
| Q4 24 | $-203.0M | $3.2B | ||
| Q3 24 | $-211.7M | $3.1B | ||
| Q2 24 | $-253.8M | $3.0B |
总资产DOCNFRT
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.8B | $9.1B | ||
| Q3 25 | $1.7B | $8.9B | ||
| Q2 25 | $1.7B | $8.6B | ||
| Q1 25 | $1.6B | $8.6B | ||
| Q4 24 | $1.6B | $8.5B | ||
| Q3 24 | $1.5B | $8.5B | ||
| Q2 24 | $1.5B | $8.4B |
负债/权益比DOCNFRT
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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DOCNFRT
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $622.4M | ||
| Q3 25 | $95.8M | $147.8M | ||
| Q2 25 | $92.4M | $150.7M | ||
| Q1 25 | $64.1M | $179.0M | ||
| Q4 24 | $71.3M | $574.6M | ||
| Q3 24 | $73.4M | $144.1M | ||
| Q2 24 | $71.3M | $169.7M |
自由现金流DOCNFRT
| 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DOCNFRT
| 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DOCNFRT
| 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DOCNFRT
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 4.80× | ||
| Q3 25 | 0.60× | 2.40× | ||
| Q2 25 | 2.50× | 0.97× | ||
| Q1 25 | 1.68× | 2.81× | ||
| Q4 24 | 3.91× | 8.77× | ||
| Q3 24 | 2.23× | 2.36× | ||
| Q2 24 | 3.73× | 1.52× |
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% |
FRT
暂无分部数据
