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DigitalOcean Holdings, Inc.（DOCN）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是DigitalOcean Holdings, Inc.的1.6倍（$398.4M vs $242.4M），艺达思集团净利率更高（30.1% vs 10.6%，领先19.5%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 16.7%），艺达思集团自由现金流更多（$86.0M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -29.4%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
DOCN vs IEX — 直观对比
营收规模更大
IEX
是对方的1.6倍
$242.4M
营收增速更快
DOCN
高出1.6%
16.7%
净利率更高
IEX
高出19.5%
10.6%
自由现金流更多
IEX
多$54.9M
$31.1M
两年增速更快
DOCN
近两年复合增速
-29.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $398.4M |
| 净利润 | $25.7M | $120.0M |
| 毛利率 | 58.7% | 99.9% |
| 营业利润率 | 16.0% | 43.3% |
| 净利率 | 10.6% | 30.1% |
| 营收同比 | 18.3% | 16.7% |
| 净利润同比 | 40.5% | 25.7% |
| 每股收益（稀释后） | $0.23 | $1.61 |
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DOCNIEX
| Q2 26 | — | $398.4M | ||
| Q1 26 | — | $407.7M | ||
| Q4 25 | $242.4M | $899.1M | ||
| Q3 25 | $229.6M | $878.7M | ||
| Q2 25 | $218.7M | $865.4M | ||
| Q1 25 | $210.7M | $814.3M | ||
| Q4 24 | $204.9M | $862.9M | ||
| Q3 24 | $198.5M | $798.2M |
净利润DOCNIEX
| Q2 26 | — | $120.0M | ||
| Q1 26 | — | $128.3M | ||
| Q4 25 | $25.7M | $128.3M | ||
| Q3 25 | $158.4M | $127.8M | ||
| Q2 25 | $37.0M | $131.6M | ||
| Q1 25 | $38.2M | $95.5M | ||
| Q4 24 | $18.3M | $123.2M | ||
| Q3 24 | $32.9M | $119.1M |
毛利率DOCNIEX
| Q2 26 | — | 99.9% | ||
| Q1 26 | — | 94.9% | ||
| Q4 25 | 58.7% | 43.1% | ||
| Q3 25 | 59.6% | 44.5% | ||
| Q2 25 | 59.9% | 45.3% | ||
| Q1 25 | 61.4% | 45.3% | ||
| Q4 24 | 57.1% | 42.5% | ||
| Q3 24 | 60.2% | 44.3% |
营业利润率DOCNIEX
| Q2 26 | — | 43.3% | ||
| Q1 26 | — | 45.0% | ||
| Q4 25 | 16.0% | 20.4% | ||
| Q3 25 | 19.6% | 21.1% | ||
| Q2 25 | 16.3% | 21.7% | ||
| Q1 25 | 17.9% | 17.4% | ||
| Q4 24 | 15.9% | 19.2% | ||
| Q3 24 | 12.4% | 21.0% |
净利率DOCNIEX
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 31.5% | ||
| Q4 25 | 10.6% | 14.3% | ||
| Q3 25 | 69.0% | 14.5% | ||
| Q2 25 | 16.9% | 15.2% | ||
| Q1 25 | 18.1% | 11.7% | ||
| Q4 24 | 8.9% | 14.3% | ||
| Q3 24 | 16.6% | 14.9% |
每股收益（稀释后）DOCNIEX
| Q2 26 | — | $1.61 | ||
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.23 | $1.71 | ||
| Q3 25 | $1.51 | $1.70 | ||
| Q2 25 | $0.39 | $1.74 | ||
| Q1 25 | $0.39 | $1.26 | ||
| Q4 24 | $0.21 | $1.61 | ||
| Q3 24 | $0.33 | $1.57 |
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 | $586.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $4.0B |
| 总资产 | $1.8B | $6.9B |
| 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DOCNIEX
| Q2 26 | — | $586.2M | ||
| Q1 26 | — | $580.0M | ||
| Q4 25 | $254.5M | $580.0M | ||
| Q3 25 | $236.6M | $593.8M | ||
| Q2 25 | $387.7M | $568.2M | ||
| Q1 25 | $360.4M | $594.1M | ||
| Q4 24 | $428.4M | $620.8M | ||
| Q3 24 | $439.9M | $633.2M |
总债务DOCNIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | — | $2.1B |
股东权益DOCNIEX
| Q2 26 | — | $4.0B | ||
| Q1 26 | — | $4.0B | ||
| Q4 25 | $-28.7M | $4.0B | ||
| Q3 25 | $-69.6M | $4.0B | ||
| Q2 25 | $-175.2M | $4.0B | ||
| Q1 25 | $-210.7M | $3.9B | ||
| Q4 24 | $-203.0M | $3.8B | ||
| Q3 24 | $-211.7M | $3.8B |
总资产DOCNIEX
| Q2 26 | — | $6.9B | ||
| Q1 26 | — | $6.9B | ||
| Q4 25 | $1.8B | $6.9B | ||
| Q3 25 | $1.7B | $7.0B | ||
| Q2 25 | $1.7B | $6.9B | ||
| Q1 25 | $1.6B | $6.8B | ||
| Q4 24 | $1.6B | $6.7B | ||
| Q3 24 | $1.5B | $7.0B |
负债/权益比DOCNIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.55× |
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 | $86.0M |
| 自由现金流率自由现金流/营收 | 12.8% | 21.6% |
| 资本支出强度资本支出/营收 | 10.8% | 4.4% |
| 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 | $654.3M |
8季度趋势，按日历期对齐
经营现金流DOCNIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $209.5M | ||
| Q3 25 | $95.8M | $203.5M | ||
| Q2 25 | $92.4M | $161.7M | ||
| Q1 25 | $64.1M | $105.7M | ||
| Q4 24 | $71.3M | $172.6M | ||
| Q3 24 | $73.4M | $205.3M |
自由现金流DOCNIEX
| Q2 26 | — | $86.0M | ||
| Q1 26 | — | $189.8M | ||
| Q4 25 | $31.1M | $189.8M | ||
| Q3 25 | $88.0M | $188.7M | ||
| Q2 25 | $59.3M | $146.9M | ||
| Q1 25 | $2.1M | $91.4M | ||
| Q4 24 | $26.1M | $157.1M | ||
| Q3 24 | $16.0M | $191.6M |
自由现金流率DOCNIEX
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | 46.6% | ||
| Q4 25 | 12.8% | 21.1% | ||
| Q3 25 | 38.3% | 21.5% | ||
| Q2 25 | 27.1% | 17.0% | ||
| Q1 25 | 1.0% | 11.2% | ||
| Q4 24 | 12.7% | 18.2% | ||
| Q3 24 | 8.1% | 24.0% |
资本支出强度DOCNIEX
| Q2 26 | — | 4.4% | ||
| Q1 26 | — | 15.6% | ||
| Q4 25 | 10.8% | 2.2% | ||
| Q3 25 | 3.4% | 1.7% | ||
| Q2 25 | 15.2% | 1.7% | ||
| Q1 25 | 29.4% | 1.8% | ||
| Q4 24 | 22.1% | 1.8% | ||
| Q3 24 | 28.9% | 1.7% |
现金转化率DOCNIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 1.63× | ||
| Q3 25 | 0.60× | 1.59× | ||
| Q2 25 | 2.50× | 1.23× | ||
| Q1 25 | 1.68× | 1.11× | ||
| Q4 24 | 3.91× | 1.40× | ||
| Q3 24 | 2.23× | 1.72× |
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% |
IEX
暂无分部数据
