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达美乐（DPZ）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
达美乐的季度营收约是Liberty Energy Inc.的1.1倍（$1.2B vs $1.0B），达美乐净利率更高（12.2% vs 2.2%，领先9.9%），Liberty Energy Inc.同比增速更快（4.5% vs 3.5%），过去两年达美乐的营收复合增速更高（2.4% vs -6.2%）
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。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
DPZ vs LBRT — 直观对比
营收规模更大
DPZ
是对方的1.1倍
$1.0B
营收增速更快
LBRT
高出1.0%
3.5%
净利率更高
DPZ
高出9.9%
2.2%
两年增速更快
DPZ
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.0B |
| 净利润 | $139.8M | $22.6M |
| 毛利率 | 40.4% | — |
| 营业利润率 | 20.0% | 2.2% |
| 净利率 | 12.2% | 2.2% |
| 营收同比 | 3.5% | 4.5% |
| 净利润同比 | -6.6% | — |
| 每股收益（稀释后） | $4.13 | $0.14 |
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DPZLBRT
| Q1 26 | $1.2B | $1.0B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.1B | $947.4M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $977.5M | ||
| Q4 24 | $1.4B | $943.6M | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.2B |
净利润DPZLBRT
| Q1 26 | $139.8M | $22.6M | ||
| Q4 25 | — | $13.7M | ||
| Q3 25 | $139.3M | $43.1M | ||
| Q2 25 | $131.1M | $71.0M | ||
| Q1 25 | $149.7M | $20.1M | ||
| Q4 24 | $169.4M | $51.9M | ||
| Q3 24 | $146.9M | $73.8M | ||
| Q2 24 | $142.0M | $108.4M |
毛利率DPZLBRT
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | 20.6% | ||
| Q3 25 | 40.1% | 18.7% | ||
| Q2 25 | 40.3% | 22.1% | ||
| Q1 25 | 39.8% | 22.1% | ||
| Q4 24 | 39.2% | 21.4% | ||
| Q3 24 | 39.2% | 26.2% | ||
| Q2 24 | 39.8% | 27.9% |
营业利润率DPZLBRT
| Q1 26 | 20.0% | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 19.5% | -0.3% | ||
| Q2 25 | 19.7% | 3.6% | ||
| Q1 25 | 18.9% | 1.9% | ||
| Q4 24 | 19.0% | 2.6% | ||
| Q3 24 | 18.4% | 9.4% | ||
| Q2 24 | 17.9% | 12.2% |
净利率DPZLBRT
| Q1 26 | 12.2% | 2.2% | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 12.1% | 4.5% | ||
| Q2 25 | 11.4% | 6.8% | ||
| Q1 25 | 13.5% | 2.1% | ||
| Q4 24 | 11.7% | 5.5% | ||
| Q3 24 | 13.6% | 6.5% | ||
| Q2 24 | 12.9% | 9.3% |
每股收益（稀释后）DPZLBRT
| Q1 26 | $4.13 | $0.14 | ||
| Q4 25 | — | $0.08 | ||
| Q3 25 | $4.08 | $0.26 | ||
| Q2 25 | $3.81 | $0.43 | ||
| Q1 25 | $4.33 | $0.12 | ||
| Q4 24 | $4.89 | $0.31 | ||
| Q3 24 | $4.19 | $0.44 | ||
| Q2 24 | $4.03 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | $4.9B | $7.1M |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $1.8B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资DPZLBRT
| Q1 26 | $232.9M | $699.1M | ||
| Q4 25 | — | $27.6M | ||
| Q3 25 | $139.7M | $13.5M | ||
| Q2 25 | $272.9M | $19.6M | ||
| Q1 25 | $304.3M | $24.1M | ||
| Q4 24 | $186.1M | $20.0M | ||
| Q3 24 | $189.1M | $23.0M | ||
| Q2 24 | $283.7M | $30.0M |
总债务DPZLBRT
| Q1 26 | $4.9B | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $3.8B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | $190.5M | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益DPZLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $-4.0B | $2.1B | ||
| Q2 25 | $-4.0B | $2.0B | ||
| Q1 25 | $-3.9B | $2.0B | ||
| Q4 24 | $-4.0B | $2.0B | ||
| Q3 24 | $-4.0B | $2.0B | ||
| Q2 24 | $-3.9B | $1.9B |
总资产DPZLBRT
| Q1 26 | $1.8B | $4.4B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $1.7B | $3.5B | ||
| Q2 25 | $1.8B | $3.4B | ||
| Q1 25 | $1.9B | $3.4B | ||
| Q4 24 | $1.7B | $3.3B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.9B | $3.2B |
负债/权益比DPZLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% | 13.1% |
| 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 | $625.3M | — |
8季度趋势，按日历期对齐
经营现金流DPZLBRT
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $195.4M | ||
| Q3 25 | $185.4M | $51.5M | ||
| Q2 25 | $187.8M | $170.6M | ||
| Q1 25 | $179.1M | $192.1M | ||
| Q4 24 | $178.0M | $177.3M | ||
| Q3 24 | $172.7M | $244.5M | ||
| Q2 24 | $150.7M | $248.2M |
自由现金流DPZLBRT
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | $-10.0M | ||
| Q3 25 | $164.0M | $-67.2M | ||
| Q2 25 | $167.3M | $33.1M | ||
| Q1 25 | $164.3M | $58.2M | ||
| Q4 24 | $135.9M | $-26.2M | ||
| Q3 24 | $145.6M | $77.9M | ||
| Q2 24 | $127.2M | $112.2M |
自由现金流率DPZLBRT
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | 14.3% | -7.1% | ||
| Q2 25 | 14.6% | 3.2% | ||
| Q1 25 | 14.8% | 6.0% | ||
| Q4 24 | 9.4% | -2.8% | ||
| Q3 24 | 13.5% | 6.8% | ||
| Q2 24 | 11.6% | 9.7% |
资本支出强度DPZLBRT
| Q1 26 | 1.3% | 13.1% | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 1.9% | 12.5% | ||
| Q2 25 | 1.8% | 13.2% | ||
| Q1 25 | 1.3% | 13.7% | ||
| Q4 24 | 2.9% | 21.6% | ||
| Q3 24 | 2.5% | 14.6% | ||
| Q2 24 | 2.1% | 11.7% |
现金转化率DPZLBRT
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | 1.33× | 1.20× | ||
| Q2 25 | 1.43× | 2.40× | ||
| Q1 25 | 1.20× | 9.55× | ||
| Q4 24 | 1.05× | 3.42× | ||
| Q3 24 | 1.18× | 3.31× | ||
| Q2 24 | 1.06× | 2.29× |
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
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% |
LBRT
暂无分部数据
