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Leonardo DRS, Inc.（DRS）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是Leonardo DRS, Inc.的1.5倍（$1.6B vs $1.1B），Leonardo DRS, Inc.净利率更高（9.6% vs -2.7%，领先12.3%），Atlassian Corp同比增速更快（23.3% vs 8.1%），Leonardo DRS, Inc.自由现金流更多（$376.0M vs $168.5M）
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
DRS vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.5倍
$1.1B
营收增速更快
TEAM
高出15.3%
8.1%
净利率更高
DRS
高出12.3%
-2.7%
自由现金流更多
DRS
多$207.5M
$168.5M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $102.0M | $-42.6M |
| 毛利率 | 25.4% | 85.0% |
| 营业利润率 | 11.9% | -3.0% |
| 净利率 | 9.6% | -2.7% |
| 营收同比 | 8.1% | 23.3% |
| 净利润同比 | 14.6% | -11.6% |
| 每股收益（稀释后） | $0.38 | $-0.16 |
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DRSTEAM
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $960.0M | $1.4B | ||
| Q2 25 | $829.0M | $1.4B | ||
| Q1 25 | $799.0M | $1.4B | ||
| Q4 24 | $981.0M | $1.3B | ||
| Q3 24 | $812.0M | $1.2B | ||
| Q2 24 | $753.0M | — | ||
| Q1 24 | $688.0M | $1.2B |
净利润DRSTEAM
| Q4 25 | $102.0M | $-42.6M | ||
| Q3 25 | $72.0M | $-51.9M | ||
| Q2 25 | $54.0M | $-23.9M | ||
| Q1 25 | $50.0M | $-70.8M | ||
| Q4 24 | $89.0M | $-38.2M | ||
| Q3 24 | $57.0M | $-123.8M | ||
| Q2 24 | $38.0M | — | ||
| Q1 24 | $29.0M | $12.8M |
毛利率DRSTEAM
| Q4 25 | 25.4% | 85.0% | ||
| Q3 25 | 23.1% | 82.0% | ||
| Q2 25 | 23.8% | 83.1% | ||
| Q1 25 | 22.7% | 83.8% | ||
| Q4 24 | 24.0% | 82.7% | ||
| Q3 24 | 22.0% | 81.7% | ||
| Q2 24 | 22.4% | — | ||
| Q1 24 | 22.2% | 82.1% |
营业利润率DRSTEAM
| Q4 25 | 11.9% | -3.0% | ||
| Q3 25 | 9.7% | -6.7% | ||
| Q2 25 | 8.4% | -2.1% | ||
| Q1 25 | 7.4% | -0.9% | ||
| Q4 24 | 12.2% | -4.5% | ||
| Q3 24 | 9.2% | -2.7% | ||
| Q2 24 | 7.3% | — | ||
| Q1 24 | 6.3% | 1.5% |
净利率DRSTEAM
| Q4 25 | 9.6% | -2.7% | ||
| Q3 25 | 7.5% | -3.6% | ||
| Q2 25 | 6.5% | -1.7% | ||
| Q1 25 | 6.3% | -5.2% | ||
| Q4 24 | 9.1% | -3.0% | ||
| Q3 24 | 7.0% | -10.4% | ||
| Q2 24 | 5.0% | — | ||
| Q1 24 | 4.2% | 1.1% |
每股收益（稀释后）DRSTEAM
| Q4 25 | $0.38 | $-0.16 | ||
| Q3 25 | $0.26 | $-0.20 | ||
| Q2 25 | $0.20 | $-0.08 | ||
| Q1 25 | $0.19 | $-0.27 | ||
| Q4 24 | $0.34 | $-0.15 | ||
| Q3 24 | $0.21 | $-0.48 | ||
| Q2 24 | $0.14 | — | ||
| Q1 24 | $0.11 | $0.05 |
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 | $647.0M | $1.6B |
| 总债务越低越好 | $321.0M | — |
| 股东权益账面价值 | $2.7B | $1.6B |
| 总资产 | $4.5B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势，按日历期对齐
现金及短期投资DRSTEAM
| Q4 25 | $647.0M | $1.6B | ||
| Q3 25 | $309.0M | $2.8B | ||
| Q2 25 | $278.0M | $2.9B | ||
| Q1 25 | $380.0M | $3.0B | ||
| Q4 24 | $598.0M | $2.5B | ||
| Q3 24 | $198.0M | $2.2B | ||
| Q2 24 | $149.0M | — | ||
| Q1 24 | $160.0M | $2.1B |
总债务DRSTEAM
| Q4 25 | $321.0M | — | ||
| Q3 25 | $326.0M | — | ||
| Q2 25 | $331.0M | — | ||
| Q1 25 | $335.0M | — | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $345.0M | — | ||
| Q2 24 | $351.0M | — | ||
| Q1 24 | $356.0M | — |
股东权益DRSTEAM
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.5B | $1.0B | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | $1.1B |
总资产DRSTEAM
| Q4 25 | $4.5B | $6.2B | ||
| Q3 25 | $4.2B | $5.7B | ||
| Q2 25 | $4.1B | $6.0B | ||
| Q1 25 | $4.1B | $5.9B | ||
| Q4 24 | $4.2B | $5.4B | ||
| Q3 24 | $3.9B | $5.0B | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.8B | $5.1B |
负债/权益比DRSTEAM
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.15× | — |
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 | $425.0M | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $376.0M | $168.5M |
| 自由现金流率自由现金流/营收 | 35.5% | 10.6% |
| 资本支出强度资本支出/营收 | 4.6% | 0.6% |
| 现金转化率经营现金流/净利润 | 4.17× | — |
| 过去12个月自由现金流最近4个季度 | $227.0M | $1.3B |
8季度趋势，按日历期对齐
经营现金流DRSTEAM
| Q4 25 | $425.0M | $177.8M | ||
| Q3 25 | $107.0M | $128.7M | ||
| Q2 25 | $-28.0M | $375.3M | ||
| Q1 25 | $-138.0M | $652.7M | ||
| Q4 24 | $443.0M | $351.9M | ||
| Q3 24 | $59.0M | $80.5M | ||
| Q2 24 | $34.0M | — | ||
| Q1 24 | $-265.0M | $565.4M |
自由现金流DRSTEAM
| Q4 25 | $376.0M | $168.5M | ||
| Q3 25 | $77.0M | $114.6M | ||
| Q2 25 | $-56.0M | $360.3M | ||
| Q1 25 | $-170.0M | $638.3M | ||
| Q4 24 | $414.0M | $342.6M | ||
| Q3 24 | $47.0M | $74.3M | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $-275.0M | $554.9M |
自由现金流率DRSTEAM
| Q4 25 | 35.5% | 10.6% | ||
| Q3 25 | 8.0% | 8.0% | ||
| Q2 25 | -6.8% | 26.0% | ||
| Q1 25 | -21.3% | 47.0% | ||
| Q4 24 | 42.2% | 26.6% | ||
| Q3 24 | 5.8% | 6.3% | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | -40.0% | 46.7% |
资本支出强度DRSTEAM
| Q4 25 | 4.6% | 0.6% | ||
| Q3 25 | 3.1% | 1.0% | ||
| Q2 25 | 3.4% | 1.1% | ||
| Q1 25 | 4.0% | 1.1% | ||
| Q4 24 | 3.0% | 0.7% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 1.5% | 0.9% |
现金转化率DRSTEAM
| Q4 25 | 4.17× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | -0.52× | — | ||
| Q1 25 | -2.76× | — | ||
| Q4 24 | 4.98× | — | ||
| Q3 24 | 1.04× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | -9.14× | 44.34× |
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
DRS
暂无分部数据
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
