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达美乐（DPZ）与Matador Resources Co（MTDR）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Matador Resources Co的1.4倍（$1.2B vs $809.5M），Matador Resources Co净利率更高（23.8% vs 12.2%，领先11.6%），达美乐同比增速更快（3.5% vs -17.2%），达美乐自由现金流更多（$147.0M vs $8.1M），过去两年达美乐的营收复合增速更高（3.0% vs 1.5%）
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。
Matador Resources Co是一家独立能源企业，主营石油、天然气及天然气凝液的勘探、开发、生产与收购业务，核心运营区域分布在美国多个主要陆上资源盆地，产品主要供应北美能源市场。
DPZ vs MTDR — 直观对比
营收规模更大
DPZ
是对方的1.4倍
$809.5M
营收增速更快
DPZ
高出20.7%
-17.2%
净利率更高
MTDR
高出11.6%
12.2%
自由现金流更多
DPZ
多$138.9M
$8.1M
两年增速更快
DPZ
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $809.5M |
| 净利润 | $139.8M | $192.5M |
| 毛利率 | 40.4% | — |
| 营业利润率 | 20.0% | 30.0% |
| 净利率 | 12.2% | 23.8% |
| 营收同比 | 3.5% | -17.2% |
| 净利润同比 | -6.6% | -10.2% |
| 每股收益（稀释后） | $4.13 | $1.54 |
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DPZMTDR
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $809.5M | ||
| Q3 25 | $1.1B | $915.1M | ||
| Q2 25 | $1.1B | $925.7M | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.4B | $978.3M | ||
| Q3 24 | $1.1B | $860.1M | ||
| Q2 24 | $1.1B | $855.2M |
净利润DPZMTDR
| Q1 26 | $139.8M | — | ||
| Q4 25 | — | $192.5M | ||
| Q3 25 | $139.3M | $176.4M | ||
| Q2 25 | $131.1M | $150.2M | ||
| Q1 25 | $149.7M | $240.1M | ||
| Q4 24 | $169.4M | $214.5M | ||
| Q3 24 | $146.9M | $248.3M | ||
| Q2 24 | $142.0M | $228.8M |
毛利率DPZMTDR
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 40.1% | — | ||
| Q2 25 | 40.3% | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 39.2% | — | ||
| Q2 24 | 39.8% | — |
营业利润率DPZMTDR
| Q1 26 | 20.0% | — | ||
| Q4 25 | — | 30.0% | ||
| Q3 25 | 19.5% | 33.4% | ||
| Q2 25 | 19.7% | 31.2% | ||
| Q1 25 | 18.9% | 38.7% | ||
| Q4 24 | 19.0% | 36.8% | ||
| Q3 24 | 18.4% | 45.6% | ||
| Q2 24 | 17.9% | 42.5% |
净利率DPZMTDR
| Q1 26 | 12.2% | — | ||
| Q4 25 | — | 23.8% | ||
| Q3 25 | 12.1% | 19.3% | ||
| Q2 25 | 11.4% | 16.2% | ||
| Q1 25 | 13.5% | 23.9% | ||
| Q4 24 | 11.7% | 21.9% | ||
| Q3 24 | 13.6% | 28.9% | ||
| Q2 24 | 12.9% | 26.8% |
每股收益（稀释后）DPZMTDR
| Q1 26 | $4.13 | — | ||
| Q4 25 | — | $1.54 | ||
| Q3 25 | $4.08 | $1.42 | ||
| Q2 25 | $3.81 | $1.21 | ||
| Q1 25 | $4.33 | $1.92 | ||
| Q4 24 | $4.89 | $1.71 | ||
| Q3 24 | $4.19 | $1.99 | ||
| Q2 24 | $4.03 | $1.83 |
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 | $15.3M |
| 总债务越低越好 | $4.9B | $3.4B |
| 股东权益账面价值 | — | $5.7B |
| 总资产 | $1.8B | $11.7B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资DPZMTDR
| Q1 26 | $232.9M | — | ||
| Q4 25 | — | $15.3M | ||
| Q3 25 | $139.7M | $20.1M | ||
| Q2 25 | $272.9M | $10.5M | ||
| Q1 25 | $304.3M | $14.5M | ||
| Q4 24 | $186.1M | $23.0M | ||
| Q3 24 | $189.1M | $23.3M | ||
| Q2 24 | $283.7M | $15.2M |
总债务DPZMTDR
| Q1 26 | $4.9B | — | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $3.8B | $3.3B | ||
| Q1 25 | $3.8B | $3.2B | ||
| Q4 24 | $3.8B | $3.3B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益DPZMTDR
| Q1 26 | — | — | ||
| Q4 25 | — | $5.7B | ||
| Q3 25 | $-4.0B | $5.5B | ||
| Q2 25 | $-4.0B | $5.4B | ||
| Q1 25 | $-3.9B | $5.3B | ||
| Q4 24 | $-4.0B | $5.1B | ||
| Q3 24 | $-4.0B | $4.9B | ||
| Q2 24 | $-3.9B | $4.6B |
总资产DPZMTDR
| Q1 26 | $1.8B | — | ||
| Q4 25 | — | $11.7B | ||
| Q3 25 | $1.7B | $11.6B | ||
| Q2 25 | $1.8B | $11.3B | ||
| Q1 25 | $1.9B | $11.1B | ||
| Q4 24 | $1.7B | $10.9B | ||
| Q3 24 | $1.8B | $10.6B | ||
| Q2 24 | $1.9B | $8.5B |
负债/权益比DPZMTDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.65× | ||
| 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 | $474.4M |
| 自由现金流经营现金流 - 资本支出 | $147.0M | $8.1M |
| 自由现金流率自由现金流/营收 | 12.8% | 1.0% |
| 资本支出强度资本支出/营收 | 1.3% | 57.6% |
| 现金转化率经营现金流/净利润 | 1.16× | 2.46× |
| 过去12个月自由现金流最近4个季度 | $642.6M | $269.6M |
8季度趋势，按日历期对齐
经营现金流DPZMTDR
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $474.4M | ||
| Q3 25 | $185.4M | $721.7M | ||
| Q2 25 | $187.8M | $501.0M | ||
| Q1 25 | $179.1M | $727.9M | ||
| Q4 24 | $178.0M | $575.0M | ||
| Q3 24 | $172.7M | $610.4M | ||
| Q2 24 | $150.7M | $592.9M |
自由现金流DPZMTDR
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | $8.1M | ||
| Q3 25 | $164.0M | $78.3M | ||
| Q2 25 | $167.3M | $9.6M | ||
| Q1 25 | $164.3M | $173.6M | ||
| Q4 24 | $135.9M | $45.2M | ||
| Q3 24 | $145.6M | $-1.6B | ||
| Q2 24 | $127.2M | $69.0M |
自由现金流率DPZMTDR
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 14.3% | 8.6% | ||
| Q2 25 | 14.6% | 1.0% | ||
| Q1 25 | 14.8% | 17.3% | ||
| Q4 24 | 9.4% | 4.6% | ||
| Q3 24 | 13.5% | -186.5% | ||
| Q2 24 | 11.6% | 8.1% |
资本支出强度DPZMTDR
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | 57.6% | ||
| Q3 25 | 1.9% | 70.3% | ||
| Q2 25 | 1.8% | 53.1% | ||
| Q1 25 | 1.3% | 55.1% | ||
| Q4 24 | 2.9% | 54.2% | ||
| Q3 24 | 2.5% | 257.4% | ||
| Q2 24 | 2.1% | 61.3% |
现金转化率DPZMTDR
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 2.46× | ||
| Q3 25 | 1.33× | 4.09× | ||
| Q2 25 | 1.43× | 3.34× | ||
| Q1 25 | 1.20× | 3.03× | ||
| Q4 24 | 1.05× | 2.68× | ||
| Q3 24 | 1.18× | 2.46× | ||
| Q2 24 | 1.06× | 2.59× |
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% |
MTDR
| Oil And Gas | $702.8M | 87% |
| Natural Gas Sales | $61.3M | 8% |
| Natural Gas Midstream | $45.4M | 6% |
