vs
DigitalOcean Holdings, Inc.（DOCN）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是DigitalOcean Holdings, Inc.的1.3倍（$317.5M vs $242.4M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 1.6%，领先9.0%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 0.1%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $-22.4M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
DOCN vs LE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $317.5M |
| 净利润 | $25.7M | $5.2M |
| 毛利率 | 58.7% | 51.8% |
| 营业利润率 | 16.0% | 5.3% |
| 净利率 | 10.6% | 1.6% |
| 营收同比 | 18.3% | 0.1% |
| 净利润同比 | 40.5% | 198.3% |
| 每股收益（稀释后） | $0.23 | $0.17 |
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
| Q4 25 | $242.4M | $317.5M | ||
| Q3 25 | $229.6M | — | ||
| Q2 25 | $218.7M | $261.2M | ||
| Q1 25 | $210.7M | — | ||
| Q4 24 | $204.9M | $318.6M | ||
| Q3 24 | $198.5M | $317.2M | ||
| Q2 24 | $192.5M | $285.5M | ||
| Q1 24 | $184.7M | $514.9M |
| Q4 25 | $25.7M | $5.2M | ||
| Q3 25 | $158.4M | — | ||
| Q2 25 | $37.0M | $-8.3M | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $18.3M | $-593.0K | ||
| Q3 24 | $32.9M | $-5.3M | ||
| Q2 24 | $19.1M | $-6.4M | ||
| Q1 24 | $14.1M | $-8.6M |
| Q4 25 | 58.7% | 51.8% | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.9% | 50.8% | ||
| Q1 25 | 61.4% | — | ||
| Q4 24 | 57.1% | 50.6% | ||
| Q3 24 | 60.2% | 47.9% | ||
| Q2 24 | 61.0% | 48.7% | ||
| Q1 24 | 60.7% | 38.0% |
| Q4 25 | 16.0% | 5.3% | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 16.3% | -0.9% | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 15.9% | 2.9% | ||
| Q3 24 | 12.4% | 0.8% | ||
| Q2 24 | 11.6% | 0.8% | ||
| Q1 24 | 6.2% | 1.6% |
| Q4 25 | 10.6% | 1.6% | ||
| Q3 25 | 69.0% | — | ||
| Q2 25 | 16.9% | -3.2% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 8.9% | -0.2% | ||
| Q3 24 | 16.6% | -1.7% | ||
| Q2 24 | 9.9% | -2.3% | ||
| Q1 24 | 7.7% | -1.7% |
| Q4 25 | $0.23 | $0.17 | ||
| Q3 25 | $1.51 | — | ||
| Q2 25 | $0.39 | $-0.27 | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $0.21 | $-0.02 | ||
| Q3 24 | $0.33 | $-0.17 | ||
| Q2 24 | $0.20 | $-0.20 | ||
| Q1 24 | $0.15 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $231.0M |
| 总资产 | $1.8B | $852.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $254.5M | $36.3M | ||
| Q3 25 | $236.6M | — | ||
| Q2 25 | $387.7M | $18.1M | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $428.4M | $30.4M | ||
| Q3 24 | $439.9M | $25.6M | ||
| Q2 24 | $443.1M | $27.4M | ||
| Q1 24 | $419.1M | $25.3M |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-28.7M | $231.0M | ||
| Q3 25 | $-69.6M | — | ||
| Q2 25 | $-175.2M | $230.1M | ||
| Q1 25 | $-210.7M | — | ||
| Q4 24 | $-203.0M | $223.6M | ||
| Q3 24 | $-211.7M | $226.5M | ||
| Q2 24 | $-253.8M | $234.6M | ||
| Q1 24 | $-286.1M | $241.6M |
| Q4 25 | $1.8B | $852.7M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $760.5M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $843.6M | ||
| Q3 24 | $1.5B | $802.5M | ||
| Q2 24 | $1.5B | $800.1M | ||
| Q1 24 | $1.5B | $811.5M |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $-22.4M |
| 自由现金流率自由现金流/营收 | 12.8% | -7.1% |
| 资本支出强度资本支出/营收 | 10.8% | 2.1% |
| 现金转化率经营现金流/净利润 | 2.23× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $57.3M | $-15.7M | ||
| Q3 25 | $95.8M | — | ||
| Q2 25 | $92.4M | $-22.5M | ||
| Q1 25 | $64.1M | — | ||
| Q4 24 | $71.3M | $-17.1M | ||
| Q3 24 | $73.4M | $30.7M | ||
| Q2 24 | $71.3M | $-25.8M | ||
| Q1 24 | $66.7M | $93.9M |
| Q4 25 | $31.1M | $-22.4M | ||
| Q3 25 | $88.0M | — | ||
| Q2 25 | $59.3M | $-30.7M | ||
| Q1 25 | $2.1M | — | ||
| Q4 24 | $26.1M | $-27.8M | ||
| Q3 24 | $16.0M | $26.0M | ||
| Q2 24 | $39.5M | $-32.6M | ||
| Q1 24 | $23.0M | $87.5M |
| Q4 25 | 12.8% | -7.1% | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 27.1% | -11.8% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 12.7% | -8.7% | ||
| Q3 24 | 8.1% | 8.2% | ||
| Q2 24 | 20.5% | -11.4% | ||
| Q1 24 | 12.5% | 17.0% |
| Q4 25 | 10.8% | 2.1% | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 15.2% | 3.2% | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | 22.1% | 3.3% | ||
| Q3 24 | 28.9% | 1.5% | ||
| Q2 24 | 16.6% | 2.4% | ||
| Q1 24 | 23.6% | 1.2% |
| Q4 25 | 2.23× | -3.03× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | — | ||
| 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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
