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DigitalOcean Holdings, Inc.（DOCN）与Inspire Medical Systems, Inc.（INSP）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Inspire Medical Systems, Inc.的1.2倍（$242.4M vs $204.6M），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 1.6%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 2.2%）
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。
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业，研发、生产并销售植入式神经刺激设备，面向无法耐受持续气道正压通气治疗的患者，核心市场覆盖北美、欧洲及部分亚太地区，服务睡眠医学、耳鼻喉科等临床领域。
DOCN vs INSP — 直观对比
营收规模更大
DOCN
是对方的1.2倍
$204.6M
营收增速更快
DOCN
高出16.7%
1.6%
两年增速更快
DOCN
近两年复合增速
2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $204.6M |
| 净利润 | $25.7M | — |
| 毛利率 | 58.7% | 86.5% |
| 营业利润率 | 16.0% | 13.0% |
| 净利率 | 10.6% | — |
| 营收同比 | 18.3% | 1.6% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | $0.23 | $-0.39 |
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DOCNINSP
| Q1 26 | — | $204.6M | ||
| Q4 25 | $242.4M | $269.1M | ||
| Q3 25 | $229.6M | $224.5M | ||
| Q2 25 | $218.7M | $217.1M | ||
| Q1 25 | $210.7M | $201.3M | ||
| Q4 24 | $204.9M | $239.7M | ||
| Q3 24 | $198.5M | $203.2M | ||
| Q2 24 | $192.5M | $195.9M |
净利润DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | $136.1M | ||
| Q3 25 | $158.4M | $9.9M | ||
| Q2 25 | $37.0M | $-3.6M | ||
| Q1 25 | $38.2M | $3.0M | ||
| Q4 24 | $18.3M | $35.2M | ||
| Q3 24 | $32.9M | $18.5M | ||
| Q2 24 | $19.1M | $9.8M |
毛利率DOCNINSP
| Q1 26 | — | 86.5% | ||
| Q4 25 | 58.7% | 86.6% | ||
| Q3 25 | 59.6% | 85.8% | ||
| Q2 25 | 59.9% | 84.0% | ||
| Q1 25 | 61.4% | 84.7% | ||
| Q4 24 | 57.1% | 85.0% | ||
| Q3 24 | 60.2% | 84.1% | ||
| Q2 24 | 61.0% | 84.8% |
营业利润率DOCNINSP
| Q1 26 | — | 13.0% | ||
| Q4 25 | 16.0% | 17.1% | ||
| Q3 25 | 19.6% | 4.3% | ||
| Q2 25 | 16.3% | -1.5% | ||
| Q1 25 | 17.9% | -0.7% | ||
| Q4 24 | 15.9% | 13.3% | ||
| Q3 24 | 12.4% | 7.0% | ||
| Q2 24 | 11.6% | 2.6% |
净利率DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | 10.6% | 50.6% | ||
| Q3 25 | 69.0% | 4.4% | ||
| Q2 25 | 16.9% | -1.7% | ||
| Q1 25 | 18.1% | 1.5% | ||
| Q4 24 | 8.9% | 14.7% | ||
| Q3 24 | 16.6% | 9.1% | ||
| Q2 24 | 9.9% | 5.0% |
每股收益（稀释后）DOCNINSP
| Q1 26 | — | $-0.39 | ||
| Q4 25 | $0.23 | $4.57 | ||
| Q3 25 | $1.51 | $0.34 | ||
| Q2 25 | $0.39 | $-0.12 | ||
| Q1 25 | $0.39 | $0.10 | ||
| Q4 24 | $0.21 | $1.17 | ||
| Q3 24 | $0.33 | $0.60 | ||
| Q2 24 | $0.20 | $0.32 |
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 | $98.9M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $792.3M |
| 总资产 | $1.8B | $911.4M |
| 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DOCNINSP
| Q1 26 | — | $98.9M | ||
| Q4 25 | $254.5M | $308.3M | ||
| Q3 25 | $236.6M | $322.6M | ||
| Q2 25 | $387.7M | $300.9M | ||
| Q1 25 | $360.4M | $369.2M | ||
| Q4 24 | $428.4M | $445.5M | ||
| Q3 24 | $439.9M | $411.0M | ||
| Q2 24 | $443.1M | $439.7M |
总债务DOCNINSP
| 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DOCNINSP
| Q1 26 | — | $792.3M | ||
| Q4 25 | $-28.7M | $781.2M | ||
| Q3 25 | $-69.6M | $666.5M | ||
| Q2 25 | $-175.2M | $677.8M | ||
| Q1 25 | $-210.7M | $635.7M | ||
| Q4 24 | $-203.0M | $689.7M | ||
| Q3 24 | $-211.7M | $696.6M | ||
| Q2 24 | $-253.8M | $638.1M |
总资产DOCNINSP
| Q1 26 | — | $911.4M | ||
| Q4 25 | $1.8B | $907.3M | ||
| Q3 25 | $1.7B | $807.7M | ||
| Q2 25 | $1.7B | $802.2M | ||
| Q1 25 | $1.6B | $730.8M | ||
| Q4 24 | $1.6B | $808.4M | ||
| Q3 24 | $1.5B | $796.2M | ||
| Q2 24 | $1.5B | $728.4M |
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DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $52.5M | ||
| Q3 25 | $95.8M | $68.5M | ||
| Q2 25 | $92.4M | $2.7M | ||
| Q1 25 | $64.1M | $-6.7M | ||
| Q4 24 | $71.3M | $69.2M | ||
| Q3 24 | $73.4M | $52.3M | ||
| Q2 24 | $71.3M | $-78.0K |
自由现金流DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $41.8M | ||
| Q3 25 | $88.0M | $58.1M | ||
| Q2 25 | $59.3M | $-6.3M | ||
| Q1 25 | $2.1M | $-15.1M | ||
| Q4 24 | $26.1M | $62.2M | ||
| Q3 24 | $16.0M | $44.3M | ||
| Q2 24 | $39.5M | $-12.5M |
自由现金流率DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 15.5% | ||
| Q3 25 | 38.3% | 25.9% | ||
| Q2 25 | 27.1% | -2.9% | ||
| Q1 25 | 1.0% | -7.5% | ||
| Q4 24 | 12.7% | 25.9% | ||
| Q3 24 | 8.1% | 21.8% | ||
| Q2 24 | 20.5% | -6.4% |
资本支出强度DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 4.0% | ||
| Q3 25 | 3.4% | 4.6% | ||
| Q2 25 | 15.2% | 4.1% | ||
| Q1 25 | 29.4% | 4.2% | ||
| Q4 24 | 22.1% | 2.9% | ||
| Q3 24 | 28.9% | 3.9% | ||
| Q2 24 | 16.6% | 6.3% |
现金转化率DOCNINSP
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 0.39× | ||
| Q3 25 | 0.60× | 6.90× | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | -2.24× | ||
| Q4 24 | 3.91× | 1.96× | ||
| Q3 24 | 2.23× | 2.83× | ||
| Q2 24 | 3.73× | -0.01× |
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% |
INSP
暂无分部数据
