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DigitalOcean Holdings, Inc.（DOCN）与GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.6倍（$242.4M vs $150.6M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 6.2%，领先4.4%），GLAUKOS Corp同比增速更快（41.2% vs 18.3%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
DOCN vs GKOS — 直观对比
营收规模更大
DOCN
是对方的1.6倍
$150.6M
营收增速更快
GKOS
高出22.9%
18.3%
净利率更高
DOCN
高出4.4%
6.2%
两年增速更快
GKOS
近两年复合增速
14.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $150.6M |
| 净利润 | $25.7M | $9.4M |
| 毛利率 | 58.7% | 77.9% |
| 营业利润率 | 16.0% | 9.0% |
| 净利率 | 10.6% | 6.2% |
| 营收同比 | 18.3% | 41.2% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | $0.23 | — |
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DOCNGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $242.4M | $143.1M | ||
| Q3 25 | $229.6M | $133.5M | ||
| Q2 25 | $218.7M | $124.1M | ||
| Q1 25 | $210.7M | $106.7M | ||
| Q4 24 | $204.9M | $105.5M | ||
| Q3 24 | $198.5M | $96.7M | ||
| Q2 24 | $192.5M | $95.7M |
净利润DOCNGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $25.7M | $-133.7M | ||
| Q3 25 | $158.4M | $-16.2M | ||
| Q2 25 | $37.0M | $-19.7M | ||
| Q1 25 | $38.2M | $-18.1M | ||
| Q4 24 | $18.3M | $-33.6M | ||
| Q3 24 | $32.9M | $-21.4M | ||
| Q2 24 | $19.1M | $-50.5M |
毛利率DOCNGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 58.7% | -1.1% | ||
| Q3 25 | 59.6% | 78.4% | ||
| Q2 25 | 59.9% | 78.3% | ||
| Q1 25 | 61.4% | 77.2% | ||
| Q4 24 | 57.1% | 72.9% | ||
| Q3 24 | 60.2% | 76.6% | ||
| Q2 24 | 61.0% | 76.4% |
营业利润率DOCNGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 16.0% | -97.7% | ||
| Q3 25 | 19.6% | -12.3% | ||
| Q2 25 | 16.3% | -18.3% | ||
| Q1 25 | 17.9% | -19.4% | ||
| Q4 24 | 15.9% | -27.2% | ||
| Q3 24 | 12.4% | -25.5% | ||
| Q2 24 | 11.6% | -31.3% |
净利率DOCNGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 10.6% | -93.4% | ||
| Q3 25 | 69.0% | -12.2% | ||
| Q2 25 | 16.9% | -15.8% | ||
| Q1 25 | 18.1% | -17.0% | ||
| Q4 24 | 8.9% | -31.8% | ||
| Q3 24 | 16.6% | -22.1% | ||
| Q2 24 | 9.9% | -52.8% |
每股收益（稀释后）DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $-2.34 | ||
| Q3 25 | $1.51 | $-0.28 | ||
| Q2 25 | $0.39 | $-0.34 | ||
| Q1 25 | $0.39 | $-0.32 | ||
| Q4 24 | $0.21 | $-0.56 | ||
| Q3 24 | $0.33 | $-0.39 | ||
| Q2 24 | $0.20 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $670.9M |
| 总资产 | $1.8B | $893.3M |
| 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DOCNGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $254.5M | $90.8M | ||
| Q3 25 | $236.6M | $98.2M | ||
| Q2 25 | $387.7M | $100.8M | ||
| Q1 25 | $360.4M | $114.3M | ||
| Q4 24 | $428.4M | $169.6M | ||
| Q3 24 | $439.9M | $100.1M | ||
| Q2 24 | $443.1M | $68.1M |
总债务DOCNGKOS
| 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DOCNGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $-28.7M | $656.2M | ||
| Q3 25 | $-69.6M | $769.5M | ||
| Q2 25 | $-175.2M | $765.1M | ||
| Q1 25 | $-210.7M | $764.0M | ||
| Q4 24 | $-203.0M | $766.9M | ||
| Q3 24 | $-211.7M | $668.5M | ||
| Q2 24 | $-253.8M | $665.2M |
总资产DOCNGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $1.8B | $893.5M | ||
| Q3 25 | $1.7B | $999.4M | ||
| Q2 25 | $1.7B | $987.0M | ||
| Q1 25 | $1.6B | $966.2M | ||
| Q4 24 | $1.6B | $974.8M | ||
| Q3 24 | $1.5B | $926.5M | ||
| Q2 24 | $1.5B | $919.7M |
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DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $6.8M | ||
| Q3 25 | $95.8M | $-10.1M | ||
| Q2 25 | $92.4M | $7.0M | ||
| Q1 25 | $64.1M | $-18.5M | ||
| Q4 24 | $71.3M | $507.0K | ||
| Q3 24 | $73.4M | $-9.6M | ||
| Q2 24 | $71.3M | $-18.4M |
自由现金流DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $3.9M | ||
| Q3 25 | $88.0M | $-11.7M | ||
| Q2 25 | $59.3M | $5.8M | ||
| Q1 25 | $2.1M | $-20.5M | ||
| Q4 24 | $26.1M | $-1.2M | ||
| Q3 24 | $16.0M | $-11.0M | ||
| Q2 24 | $39.5M | $-20.5M |
自由现金流率DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 2.7% | ||
| Q3 25 | 38.3% | -8.8% | ||
| Q2 25 | 27.1% | 4.7% | ||
| Q1 25 | 1.0% | -19.2% | ||
| Q4 24 | 12.7% | -1.2% | ||
| Q3 24 | 8.1% | -11.4% | ||
| Q2 24 | 20.5% | -21.4% |
资本支出强度DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 2.0% | ||
| Q3 25 | 3.4% | 1.2% | ||
| Q2 25 | 15.2% | 0.9% | ||
| Q1 25 | 29.4% | 1.8% | ||
| Q4 24 | 22.1% | 1.6% | ||
| Q3 24 | 28.9% | 1.5% | ||
| Q2 24 | 16.6% | 2.2% |
现金转化率DOCNGKOS
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 3.73× | — |
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% |
GKOS
暂无分部数据
