vs
DigitalOcean Holdings, Inc.（DOCN）与ROGERS CORP（ROG）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ROGERS CORP的1.2倍（$242.4M vs $200.5M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 2.2%，领先8.3%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 5.2%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $1.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
DOCN vs ROG — 直观对比
营收规模更大
DOCN
是对方的1.2倍
$200.5M
营收增速更快
DOCN
高出13.0%
5.2%
净利率更高
DOCN
高出8.3%
2.2%
自由现金流更多
DOCN
多$30.0M
$1.1M
两年增速更快
DOCN
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $200.5M |
| 净利润 | $25.7M | $4.5M |
| 毛利率 | 58.7% | 32.2% |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | 2.2% |
| 营收同比 | 18.3% | 5.2% |
| 净利润同比 | 40.5% | 421.4% |
| 每股收益（稀释后） | $0.23 | $0.25 |
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DOCNROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $242.4M | $201.5M | ||
| Q3 25 | $229.6M | $216.0M | ||
| Q2 25 | $218.7M | $202.8M | ||
| Q1 25 | $210.7M | $190.5M | ||
| Q4 24 | $204.9M | $192.2M | ||
| Q3 24 | $198.5M | $210.3M | ||
| Q2 24 | $192.5M | $214.2M |
净利润DOCNROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $25.7M | $4.6M | ||
| Q3 25 | $158.4M | $8.6M | ||
| Q2 25 | $37.0M | $-73.6M | ||
| Q1 25 | $38.2M | $-1.4M | ||
| Q4 24 | $18.3M | $-500.0K | ||
| Q3 24 | $32.9M | $10.7M | ||
| Q2 24 | $19.1M | $8.1M |
毛利率DOCNROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 58.7% | 31.5% | ||
| Q3 25 | 59.6% | 33.5% | ||
| Q2 25 | 59.9% | 31.6% | ||
| Q1 25 | 61.4% | 29.9% | ||
| Q4 24 | 57.1% | 32.1% | ||
| Q3 24 | 60.2% | 35.2% | ||
| Q2 24 | 61.0% | 34.1% |
营业利润率DOCNROG
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | 3.5% | ||
| Q3 25 | 19.6% | 7.3% | ||
| Q2 25 | 16.3% | -33.3% | ||
| Q1 25 | 17.9% | -0.2% | ||
| Q4 24 | 15.9% | -6.6% | ||
| Q3 24 | 12.4% | 6.9% | ||
| Q2 24 | 11.6% | 5.3% |
净利率DOCNROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 10.6% | 2.3% | ||
| Q3 25 | 69.0% | 4.0% | ||
| Q2 25 | 16.9% | -36.3% | ||
| Q1 25 | 18.1% | -0.7% | ||
| Q4 24 | 8.9% | -0.3% | ||
| Q3 24 | 16.6% | 5.1% | ||
| Q2 24 | 9.9% | 3.8% |
每股收益（稀释后）DOCNROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.23 | $0.20 | ||
| Q3 25 | $1.51 | $0.48 | ||
| Q2 25 | $0.39 | $-4.00 | ||
| Q1 25 | $0.39 | $-0.08 | ||
| Q4 24 | $0.21 | $-0.04 | ||
| Q3 24 | $0.33 | $0.58 | ||
| Q2 24 | $0.20 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $1.2B |
| 总资产 | $1.8B | $1.4B |
| 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DOCNROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $254.5M | $197.0M | ||
| Q3 25 | $236.6M | $167.8M | ||
| Q2 25 | $387.7M | $157.2M | ||
| Q1 25 | $360.4M | $175.6M | ||
| Q4 24 | $428.4M | $159.8M | ||
| Q3 24 | $439.9M | $146.4M | ||
| Q2 24 | $443.1M | $119.9M |
总债务DOCNROG
| 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DOCNROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-28.7M | $1.2B | ||
| Q3 25 | $-69.6M | $1.2B | ||
| Q2 25 | $-175.2M | $1.2B | ||
| Q1 25 | $-210.7M | $1.3B | ||
| Q4 24 | $-203.0M | $1.3B | ||
| Q3 24 | $-211.7M | $1.3B | ||
| Q2 24 | $-253.8M | $1.3B |
总资产DOCNROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 12.8% | 0.5% |
| 资本支出强度资本支出/营收 | 10.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.23× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流DOCNROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $57.3M | $46.9M | ||
| Q3 25 | $95.8M | $28.9M | ||
| Q2 25 | $92.4M | $13.7M | ||
| Q1 25 | $64.1M | $11.7M | ||
| Q4 24 | $71.3M | $33.7M | ||
| Q3 24 | $73.4M | $42.4M | ||
| Q2 24 | $71.3M | $22.9M |
自由现金流DOCNROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $31.1M | $42.2M | ||
| Q3 25 | $88.0M | $21.2M | ||
| Q2 25 | $59.3M | $5.6M | ||
| Q1 25 | $2.1M | $2.1M | ||
| Q4 24 | $26.1M | $18.3M | ||
| Q3 24 | $16.0M | $25.2M | ||
| Q2 24 | $39.5M | $8.8M |
自由现金流率DOCNROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.8% | 20.9% | ||
| Q3 25 | 38.3% | 9.8% | ||
| Q2 25 | 27.1% | 2.8% | ||
| Q1 25 | 1.0% | 1.1% | ||
| Q4 24 | 12.7% | 9.5% | ||
| Q3 24 | 8.1% | 12.0% | ||
| Q2 24 | 20.5% | 4.1% |
资本支出强度DOCNROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 10.8% | 2.3% | ||
| Q3 25 | 3.4% | 3.6% | ||
| Q2 25 | 15.2% | 4.0% | ||
| Q1 25 | 29.4% | 5.0% | ||
| Q4 24 | 22.1% | 8.0% | ||
| Q3 24 | 28.9% | 8.2% | ||
| Q2 24 | 16.6% | 6.6% |
现金转化率DOCNROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.23× | 10.20× | ||
| Q3 25 | 0.60× | 3.36× | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 2.23× | 3.96× | ||
| Q2 24 | 3.73× | 2.83× |
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% |
ROG
暂无分部数据
