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DigitalOcean Holdings, Inc.（DOCN）与Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的1.8倍（$242.4M vs $134.3M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs -3.2%，领先13.8%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 10.7%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $10.2M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -8.8%）
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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
DOCN vs MEC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $134.3M |
| 净利润 | $25.7M | $-4.4M |
| 毛利率 | 58.7% | 6.8% |
| 营业利润率 | 16.0% | -4.1% |
| 净利率 | 10.6% | -3.2% |
| 营收同比 | 18.3% | 10.7% |
| 净利润同比 | 40.5% | -127.3% |
| 每股收益（稀释后） | $0.23 | $-0.22 |
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 | $134.3M | ||
| Q3 25 | $229.6M | $144.3M | ||
| Q2 25 | $218.7M | $132.3M | ||
| Q1 25 | $210.7M | $135.6M | ||
| Q4 24 | $204.9M | $121.3M | ||
| Q3 24 | $198.5M | $135.4M | ||
| Q2 24 | $192.5M | $163.6M | ||
| Q1 24 | $184.7M | $161.3M |
| Q4 25 | $25.7M | $-4.4M | ||
| Q3 25 | $158.4M | $-2.7M | ||
| Q2 25 | $37.0M | $-1.1M | ||
| Q1 25 | $38.2M | $20.0K | ||
| Q4 24 | $18.3M | $16.0M | ||
| Q3 24 | $32.9M | $3.0M | ||
| Q2 24 | $19.1M | $3.8M | ||
| Q1 24 | $14.1M | $3.2M |
| Q4 25 | 58.7% | 6.8% | ||
| Q3 25 | 59.6% | 11.0% | ||
| Q2 25 | 59.9% | 10.3% | ||
| Q1 25 | 61.4% | 11.3% | ||
| Q4 24 | 57.1% | 8.9% | ||
| Q3 24 | 60.2% | 12.6% | ||
| Q2 24 | 61.0% | 13.6% | ||
| Q1 24 | 60.7% | 13.0% |
| Q4 25 | 16.0% | -4.1% | ||
| Q3 25 | 19.6% | 0.0% | ||
| Q2 25 | 16.3% | 0.1% | ||
| Q1 25 | 17.9% | 1.2% | ||
| Q4 24 | 15.9% | 19.0% | ||
| Q3 24 | 12.4% | 4.2% | ||
| Q2 24 | 11.6% | 5.0% | ||
| Q1 24 | 6.2% | 4.7% |
| Q4 25 | 10.6% | -3.2% | ||
| Q3 25 | 69.0% | -1.9% | ||
| Q2 25 | 16.9% | -0.8% | ||
| Q1 25 | 18.1% | 0.0% | ||
| Q4 24 | 8.9% | 13.2% | ||
| Q3 24 | 16.6% | 2.2% | ||
| Q2 24 | 9.9% | 2.3% | ||
| Q1 24 | 7.7% | 2.0% |
| Q4 25 | $0.23 | $-0.22 | ||
| Q3 25 | $1.51 | $-0.13 | ||
| Q2 25 | $0.39 | $-0.05 | ||
| Q1 25 | $0.39 | $0.00 | ||
| Q4 24 | $0.21 | $0.76 | ||
| Q3 24 | $0.33 | $0.14 | ||
| Q2 24 | $0.20 | $0.18 | ||
| Q1 24 | $0.15 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $240.7M |
| 总资产 | $1.8B | $563.6M |
| 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 | $1.5M | ||
| Q3 25 | $236.6M | $1.2M | ||
| Q2 25 | $387.7M | $206.0K | ||
| Q1 25 | $360.4M | $183.0K | ||
| Q4 24 | $428.4M | $206.0K | ||
| Q3 24 | $439.9M | $178.0K | ||
| Q2 24 | $443.1M | $314.0K | ||
| Q1 24 | $419.1M | $314.0K |
| 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 | $240.7M | ||
| Q3 25 | $-69.6M | $244.8M | ||
| Q2 25 | $-175.2M | $246.8M | ||
| Q1 25 | $-210.7M | $250.0M | ||
| Q4 24 | $-203.0M | $251.8M | ||
| Q3 24 | $-211.7M | $238.4M | ||
| Q2 24 | $-253.8M | $238.1M | ||
| Q1 24 | $-286.1M | $234.0M |
| Q4 25 | $1.8B | $563.6M | ||
| Q3 25 | $1.7B | $585.6M | ||
| Q2 25 | $1.7B | $433.7M | ||
| Q1 25 | $1.6B | $447.7M | ||
| Q4 24 | $1.6B | $445.6M | ||
| Q3 24 | $1.5B | $466.0M | ||
| Q2 24 | $1.5B | $488.2M | ||
| Q1 24 | $1.5B | $499.9M |
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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $10.2M |
| 自由现金流率自由现金流/营收 | 12.8% | 7.6% |
| 资本支出强度资本支出/营收 | 10.8% | 2.4% |
| 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 | $26.9M |
8季度趋势，按日历期对齐
| Q4 25 | $57.3M | $13.4M | ||
| Q3 25 | $95.8M | $1.9M | ||
| Q2 25 | $92.4M | $15.0M | ||
| Q1 25 | $64.1M | $8.3M | ||
| Q4 24 | $71.3M | $38.0M | ||
| Q3 24 | $73.4M | $17.9M | ||
| Q2 24 | $71.3M | $23.3M | ||
| Q1 24 | $66.7M | $10.6M |
| Q4 25 | $31.1M | $10.2M | ||
| Q3 25 | $88.0M | $-1.1M | ||
| Q2 25 | $59.3M | $12.5M | ||
| Q1 25 | $2.1M | $5.4M | ||
| Q4 24 | $26.1M | $35.6M | ||
| Q3 24 | $16.0M | $15.1M | ||
| Q2 24 | $39.5M | $19.2M | ||
| Q1 24 | $23.0M | $7.8M |
| Q4 25 | 12.8% | 7.6% | ||
| Q3 25 | 38.3% | -0.8% | ||
| Q2 25 | 27.1% | 9.5% | ||
| Q1 25 | 1.0% | 4.0% | ||
| Q4 24 | 12.7% | 29.4% | ||
| Q3 24 | 8.1% | 11.1% | ||
| Q2 24 | 20.5% | 11.7% | ||
| Q1 24 | 12.5% | 4.9% |
| Q4 25 | 10.8% | 2.4% | ||
| Q3 25 | 3.4% | 2.1% | ||
| Q2 25 | 15.2% | 1.8% | ||
| Q1 25 | 29.4% | 2.2% | ||
| Q4 24 | 22.1% | 1.9% | ||
| Q3 24 | 28.9% | 2.1% | ||
| Q2 24 | 16.6% | 2.5% | ||
| Q1 24 | 23.6% | 1.7% |
| Q4 25 | 2.23× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | 416.65× | ||
| Q4 24 | 3.91× | 2.38× | ||
| Q3 24 | 2.23× | 6.03× | ||
| Q2 24 | 3.73× | 6.15× | ||
| Q1 24 | 4.72× | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
