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AMDOCS LTD（DOX）与达美乐（DPZ）财务数据对比。点击上方公司名可切换其他公司
AMDOCS LTD的季度营收约是达美乐的1.1倍（$1.3B vs $1.2B），达美乐净利率更高（12.2% vs 11.2%，领先0.9%），达美乐同比增速更快（3.5% vs 1.1%），过去两年AMDOCS LTD的营收复合增速更高（4.5% vs 3.0%）
Amdocs是一家跨国电信科技企业，总部位于美国密苏里州切斯特菲尔德，1982年成立，于纳斯达克证券交易所挂牌上市，专注为通信、媒体、金融服务供应商及数字企业提供专业软件与相关服务。
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
DOX vs DPZ — 直观对比
营收规模更大
DOX
是对方的1.1倍
$1.2B
营收增速更快
DPZ
高出2.3%
1.1%
净利率更高
DPZ
高出0.9%
11.2%
两年增速更快
DOX
近两年复合增速
3.0%
损益表 — Q3 FY2024 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $140.3M | $139.8M |
| 毛利率 | — | 40.4% |
| 营业利润率 | 14.1% | 20.0% |
| 净利率 | 11.2% | 12.2% |
| 营收同比 | 1.1% | 3.5% |
| 净利润同比 | -12.0% | -6.6% |
| 每股收益（稀释后） | $1.21 | $4.13 |
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DOXDPZ
| Q1 26 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.2B | $1.1B |
净利润DOXDPZ
| Q1 26 | — | $139.8M | ||
| Q3 25 | — | $139.3M | ||
| Q2 25 | — | $131.1M | ||
| Q1 25 | — | $149.7M | ||
| Q4 24 | — | $169.4M | ||
| Q3 24 | — | $146.9M | ||
| Q2 24 | $140.3M | $142.0M | ||
| Q1 24 | $118.5M | $125.8M |
毛利率DOXDPZ
| Q1 26 | — | 40.4% | ||
| Q3 25 | — | 40.1% | ||
| Q2 25 | — | 40.3% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 39.2% | ||
| Q2 24 | — | 39.8% | ||
| Q1 24 | — | 38.9% |
营业利润率DOXDPZ
| Q1 26 | — | 20.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | 14.1% | 17.9% | ||
| Q1 24 | 12.5% | 19.4% |
净利率DOXDPZ
| Q1 26 | — | 12.2% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 11.2% | 12.9% | ||
| Q1 24 | 9.5% | 11.6% |
每股收益（稀释后）DOXDPZ
| Q1 26 | — | $4.13 | ||
| Q3 25 | — | $4.08 | ||
| Q2 25 | — | $3.81 | ||
| Q1 25 | — | $4.33 | ||
| Q4 24 | — | $4.89 | ||
| Q3 24 | — | $4.19 | ||
| Q2 24 | $1.21 | $4.03 | ||
| Q1 24 | $1.01 | $3.58 |
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 | — | $232.9M |
| 总债务越低越好 | — | $4.9B |
| 股东权益账面价值 | — | — |
| 总资产 | — | $1.8B |
| 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DOXDPZ
| Q1 26 | — | $232.9M | ||
| Q3 25 | — | $139.7M | ||
| Q2 25 | — | $272.9M | ||
| Q1 25 | — | $304.3M | ||
| Q4 24 | — | $186.1M | ||
| Q3 24 | — | $189.1M | ||
| Q2 24 | — | $283.7M | ||
| Q1 24 | — | $203.9M |
总债务DOXDPZ
| Q1 26 | — | $4.9B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $5.0B |
股东权益DOXDPZ
| Q1 26 | — | — | ||
| Q3 25 | — | $-4.0B | ||
| Q2 25 | — | $-4.0B | ||
| Q1 25 | — | $-3.9B | ||
| Q4 24 | — | $-4.0B | ||
| Q3 24 | — | $-4.0B | ||
| Q2 24 | — | $-3.9B | ||
| Q1 24 | — | $-4.0B |
总资产DOXDPZ
| Q1 26 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.7B |
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 | — | $162.0M |
| 自由现金流经营现金流 - 资本支出 | — | $147.0M |
| 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 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | 1.16× |
| 过去12个月自由现金流最近4个季度 | — | $642.6M |
8季度趋势，按日历期对齐
经营现金流DOXDPZ
| Q1 26 | — | $162.0M | ||
| Q3 25 | — | $185.4M | ||
| Q2 25 | — | $187.8M | ||
| Q1 25 | — | $179.1M | ||
| Q4 24 | — | $178.0M | ||
| Q3 24 | — | $172.7M | ||
| Q2 24 | — | $150.7M | ||
| Q1 24 | — | $123.5M |
自由现金流DOXDPZ
| Q1 26 | — | $147.0M | ||
| Q3 25 | — | $164.0M | ||
| Q2 25 | — | $167.3M | ||
| Q1 25 | — | $164.3M | ||
| Q4 24 | — | $135.9M | ||
| Q3 24 | — | $145.6M | ||
| Q2 24 | — | $127.2M | ||
| Q1 24 | — | $103.3M |
自由现金流率DOXDPZ
| Q1 26 | — | 12.8% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 11.6% | ||
| Q1 24 | — | 9.5% |
资本支出强度DOXDPZ
| Q1 26 | — | 1.3% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 1.9% |
现金转化率DOXDPZ
| Q1 26 | — | 1.16× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.43× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.06× | ||
| Q1 24 | — | 0.98× |
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
DOX
暂无分部数据
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
