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DigitalOcean Holdings, Inc.（DOCN）与IHS Holding Ltd（IHS）财务数据对比。点击上方公司名可切换其他公司
IHS Holding Ltd的季度营收约是DigitalOcean Holdings, Inc.的1.0倍（$254.0M vs $242.4M），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 0.1%），IHS Holding Ltd自由现金流更多（$178.6M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -22.0%）
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。
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一，也是全球第五大独立跨国通信铁塔企业，业务覆盖非洲与拉美地区，为当地通信网络部署提供关键的铁塔基础设施支持。
DOCN vs IHS — 直观对比
营收规模更大
IHS
是对方的1.0倍
$242.4M
营收增速更快
DOCN
高出18.2%
0.1%
自由现金流更多
IHS
多$147.5M
$31.1M
两年增速更快
DOCN
近两年复合增速
-22.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $254.0M |
| 净利润 | $25.7M | — |
| 毛利率 | 58.7% | 83.6% |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | — |
| 营收同比 | 18.3% | 0.1% |
| 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DOCNIHS
| Q4 25 | $242.4M | $254.0M | ||
| Q3 25 | $229.6M | $455.1M | ||
| Q2 25 | $218.7M | $433.3M | ||
| Q1 25 | $210.7M | $439.6M | ||
| Q4 24 | $204.9M | $253.8M | ||
| Q3 24 | $198.5M | $420.3M | ||
| Q2 24 | $192.5M | $435.4M | ||
| Q1 24 | $184.7M | $417.7M |
净利润DOCNIHS
| Q4 25 | $25.7M | — | ||
| Q3 25 | $158.4M | $147.4M | ||
| Q2 25 | $37.0M | $32.3M | ||
| Q1 25 | $38.2M | $30.7M | ||
| Q4 24 | $18.3M | — | ||
| Q3 24 | $32.9M | $-205.7M | ||
| Q2 24 | $19.1M | $-124.3M | ||
| Q1 24 | $14.1M | $-1.6B |
毛利率DOCNIHS
| Q4 25 | 58.7% | 83.6% | ||
| Q3 25 | 59.6% | 47.5% | ||
| Q2 25 | 59.9% | 51.3% | ||
| Q1 25 | 61.4% | 51.4% | ||
| Q4 24 | 57.1% | 72.1% | ||
| Q3 24 | 60.2% | 52.0% | ||
| Q2 24 | 61.0% | 52.5% | ||
| Q1 24 | 60.7% | 39.1% |
营业利润率DOCNIHS
| Q4 25 | 16.0% | — | ||
| Q3 25 | 19.6% | 35.1% | ||
| Q2 25 | 16.3% | 33.8% | ||
| Q1 25 | 17.9% | 37.1% | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 12.4% | 29.9% | ||
| Q2 24 | 11.6% | 34.0% | ||
| Q1 24 | 6.2% | -1.7% |
净利率DOCNIHS
| Q4 25 | 10.6% | — | ||
| Q3 25 | 69.0% | 32.4% | ||
| Q2 25 | 16.9% | 7.5% | ||
| Q1 25 | 18.1% | 7.0% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 16.6% | -48.9% | ||
| Q2 24 | 9.9% | -28.5% | ||
| Q1 24 | 7.7% | -372.8% |
每股收益（稀释后）DOCNIHS
| Q4 25 | $0.23 | — | ||
| Q3 25 | $1.51 | $0.44 | ||
| Q2 25 | $0.39 | $0.10 | ||
| Q1 25 | $0.39 | $0.10 | ||
| Q4 24 | $0.21 | — | ||
| Q3 24 | $0.33 | $-0.61 | ||
| Q2 24 | $0.20 | $-0.36 | ||
| Q1 24 | $0.15 | $-4.67 |
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 | $825.7M |
| 总债务越低越好 | $1.3B | $3.1B |
| 股东权益账面价值 | $-28.7M | $-89.8M |
| 总资产 | $1.8B | $4.5B |
| 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DOCNIHS
| Q4 25 | $254.5M | $825.7M | ||
| Q3 25 | $236.6M | $647.6M | ||
| Q2 25 | $387.7M | $531.8M | ||
| Q1 25 | $360.4M | $629.0M | ||
| Q4 24 | $428.4M | $578.0M | ||
| Q3 24 | $439.9M | $397.5M | ||
| Q2 24 | $443.1M | $445.7M | ||
| Q1 24 | $419.1M | $333.2M |
总债务DOCNIHS
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.3B | $3.3B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | $1.5B | $3.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.5B |
股东权益DOCNIHS
| Q4 25 | $-28.7M | $-89.8M | ||
| Q3 25 | $-69.6M | $38.1M | ||
| Q2 25 | $-175.2M | $-98.4M | ||
| Q1 25 | $-210.7M | $-184.4M | ||
| Q4 24 | $-203.0M | $-314.4M | ||
| Q3 24 | $-211.7M | $-284.7M | ||
| Q2 24 | $-253.8M | $-308.3M | ||
| Q1 24 | $-286.1M | $-163.2M |
总资产DOCNIHS
| Q4 25 | $1.8B | $4.5B | ||
| Q3 25 | $1.7B | $4.7B | ||
| Q2 25 | $1.7B | $4.5B | ||
| Q1 25 | $1.6B | $4.4B | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $1.5B | $4.6B | ||
| Q2 24 | $1.5B | $4.5B | ||
| Q1 24 | $1.5B | $4.6B |
负债/权益比DOCNIHS
| Q4 25 | — | — | ||
| Q3 25 | — | 85.85× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $246.9M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $178.6M |
| 自由现金流率自由现金流/营收 | 12.8% | 70.3% |
| 资本支出强度资本支出/营收 | 10.8% | 26.9% |
| 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 | $718.7M |
8季度趋势，按日历期对齐
经营现金流DOCNIHS
| Q4 25 | $57.3M | $246.9M | ||
| Q3 25 | $95.8M | $251.3M | ||
| Q2 25 | $92.4M | $237.7M | ||
| Q1 25 | $64.1M | $200.3M | ||
| Q4 24 | $71.3M | $344.4M | ||
| Q3 24 | $73.4M | $174.5M | ||
| Q2 24 | $71.3M | $134.7M | ||
| Q1 24 | $66.7M | $75.8M |
自由现金流DOCNIHS
| Q4 25 | $31.1M | $178.6M | ||
| Q3 25 | $88.0M | $189.2M | ||
| Q2 25 | $59.3M | $197.7M | ||
| Q1 25 | $2.1M | $153.2M | ||
| Q4 24 | $26.1M | $282.9M | ||
| Q3 24 | $16.0M | $122.3M | ||
| Q2 24 | $39.5M | $74.2M | ||
| Q1 24 | $23.0M | $14.8M |
自由现金流率DOCNIHS
| Q4 25 | 12.8% | 70.3% | ||
| Q3 25 | 38.3% | 41.6% | ||
| Q2 25 | 27.1% | 45.6% | ||
| Q1 25 | 1.0% | 34.8% | ||
| Q4 24 | 12.7% | 111.5% | ||
| Q3 24 | 8.1% | 29.1% | ||
| Q2 24 | 20.5% | 17.0% | ||
| Q1 24 | 12.5% | 3.5% |
资本支出强度DOCNIHS
| Q4 25 | 10.8% | 26.9% | ||
| Q3 25 | 3.4% | 13.6% | ||
| Q2 25 | 15.2% | 9.2% | ||
| Q1 25 | 29.4% | 10.7% | ||
| Q4 24 | 22.1% | 24.2% | ||
| Q3 24 | 28.9% | 12.4% | ||
| Q2 24 | 16.6% | 13.9% | ||
| Q1 24 | 23.6% | 14.6% |
现金转化率DOCNIHS
| Q4 25 | 2.23× | — | ||
| Q3 25 | 0.60× | 1.70× | ||
| Q2 25 | 2.50× | 7.36× | ||
| Q1 25 | 1.68× | 6.52× | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 3.73× | — | ||
| Q1 24 | 4.72× | — |
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% |
IHS
暂无分部数据
