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Dynatrace, Inc.（DT）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是Dynatrace, Inc.的1.7倍（$871.0M vs $515.5M），IES Holdings, Inc.净利率更高（10.5% vs 7.8%，领先2.8%），Dynatrace, Inc.同比增速更快（18.2% vs 16.2%），Dynatrace, Inc.自由现金流更多（$27.2M vs $-18.9M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs 11.1%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
DT vs IESC — 直观对比
营收规模更大
IESC
是对方的1.7倍
$515.5M
营收增速更快
DT
高出2.0%
16.2%
净利率更高
IESC
高出2.8%
7.8%
自由现金流更多
DT
多$46.1M
$-18.9M
两年增速更快
DT
近两年复合增速
11.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $871.0M |
| 净利润 | $40.1M | $91.8M |
| 毛利率 | 81.4% | 25.3% |
| 营业利润率 | 14.1% | 11.2% |
| 净利率 | 7.8% | 10.5% |
| 营收同比 | 18.2% | 16.2% |
| 净利润同比 | -88.9% | 59.1% |
| 每股收益（稀释后） | $0.13 | $4.51 |
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DTIESC
| Q4 25 | $515.5M | $871.0M | ||
| Q3 25 | $493.8M | $897.8M | ||
| Q2 25 | $477.3M | $890.2M | ||
| Q1 25 | $445.2M | $834.0M | ||
| Q4 24 | $436.2M | $749.5M | ||
| Q3 24 | $418.1M | $775.8M | ||
| Q2 24 | $399.2M | $768.4M | ||
| Q1 24 | $380.8M | $705.7M |
净利润DTIESC
| Q4 25 | $40.1M | $91.8M | ||
| Q3 25 | $57.2M | $102.3M | ||
| Q2 25 | $48.0M | $79.3M | ||
| Q1 25 | $39.3M | $72.6M | ||
| Q4 24 | $361.8M | $57.7M | ||
| Q3 24 | $44.0M | $65.5M | ||
| Q2 24 | $38.6M | $66.6M | ||
| Q1 24 | $37.9M | $56.8M |
毛利率DTIESC
| Q4 25 | 81.4% | 25.3% | ||
| Q3 25 | 81.8% | 26.0% | ||
| Q2 25 | 82.1% | 26.9% | ||
| Q1 25 | 80.9% | 25.0% | ||
| Q4 24 | 81.1% | 23.8% | ||
| Q3 24 | 81.4% | 24.0% | ||
| Q2 24 | 81.3% | 25.3% | ||
| Q1 24 | 81.1% | 24.3% |
营业利润率DTIESC
| Q4 25 | 14.1% | 11.2% | ||
| Q3 25 | 14.8% | 11.6% | ||
| Q2 25 | 13.1% | 12.6% | ||
| Q1 25 | 9.6% | 11.1% | ||
| Q4 24 | 10.9% | 10.0% | ||
| Q3 24 | 11.2% | 9.7% | ||
| Q2 24 | 10.5% | 11.7% | ||
| Q1 24 | 6.1% | 11.0% |
净利率DTIESC
| Q4 25 | 7.8% | 10.5% | ||
| Q3 25 | 11.6% | 11.4% | ||
| Q2 25 | 10.0% | 8.9% | ||
| Q1 25 | 8.8% | 8.7% | ||
| Q4 24 | 82.9% | 7.7% | ||
| Q3 24 | 10.5% | 8.4% | ||
| Q2 24 | 9.7% | 8.7% | ||
| Q1 24 | 10.0% | 8.0% |
每股收益（稀释后）DTIESC
| Q4 25 | $0.13 | $4.51 | ||
| Q3 25 | $0.19 | $4.99 | ||
| Q2 25 | $0.16 | $3.81 | ||
| Q1 25 | $0.12 | $3.50 | ||
| Q4 24 | $1.19 | $2.72 | ||
| Q3 24 | $0.15 | $3.06 | ||
| Q2 24 | $0.13 | $2.67 | ||
| Q1 24 | $0.13 | $2.29 |
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 | $1.2B | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $961.1M |
| 总资产 | $4.1B | $1.7B |
| 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DTIESC
| Q4 25 | $1.2B | $258.7M | ||
| Q3 25 | $1.3B | $231.8M | ||
| Q2 25 | $1.3B | $168.3M | ||
| Q1 25 | $1.1B | $88.3M | ||
| Q4 24 | $1.0B | $112.0M | ||
| Q3 24 | $1.0B | $135.8M | ||
| Q2 24 | $1.0B | $44.9M | ||
| Q1 24 | $836.9M | $106.0M |
股东权益DTIESC
| Q4 25 | $2.7B | $961.1M | ||
| Q3 25 | $2.8B | $884.0M | ||
| Q2 25 | $2.7B | $781.4M | ||
| Q1 25 | $2.6B | $705.8M | ||
| Q4 24 | $2.6B | $652.4M | ||
| Q3 24 | $2.1B | $611.1M | ||
| Q2 24 | $2.1B | $567.5M | ||
| Q1 24 | $2.0B | $534.8M |
总资产DTIESC
| Q4 25 | $4.1B | $1.7B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $4.1B | $1.5B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $3.7B | $1.3B | ||
| Q3 24 | $3.3B | $1.2B | ||
| Q2 24 | $3.3B | $1.2B | ||
| Q1 24 | $3.4B | $1.1B |
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 | $33.8M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $-18.9M |
| 自由现金流率自由现金流/营收 | 5.3% | -2.2% |
| 资本支出强度资本支出/营收 | 1.3% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.84× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $175.9M |
8季度趋势，按日历期对齐
经营现金流DTIESC
| Q4 25 | $33.8M | $27.7M | ||
| Q3 25 | $32.0M | $132.0M | ||
| Q2 25 | $269.7M | $92.0M | ||
| Q1 25 | $162.8M | $24.8M | ||
| Q4 24 | $42.2M | $37.3M | ||
| Q3 24 | $23.6M | $92.8M | ||
| Q2 24 | $230.7M | $82.9M | ||
| Q1 24 | $131.7M | $33.7M |
自由现金流DTIESC
| Q4 25 | $27.2M | $-18.9M | ||
| Q3 25 | $27.8M | $112.0M | ||
| Q2 25 | $262.2M | $74.8M | ||
| Q1 25 | $148.2M | $7.9M | ||
| Q4 24 | $37.6M | $24.1M | ||
| Q3 24 | $20.1M | $78.5M | ||
| Q2 24 | $227.4M | $65.4M | ||
| Q1 24 | $121.9M | $26.9M |
自由现金流率DTIESC
| Q4 25 | 5.3% | -2.2% | ||
| Q3 25 | 5.6% | 12.5% | ||
| Q2 25 | 54.9% | 8.4% | ||
| Q1 25 | 33.3% | 0.9% | ||
| Q4 24 | 8.6% | 3.2% | ||
| Q3 24 | 4.8% | 10.1% | ||
| Q2 24 | 57.0% | 8.5% | ||
| Q1 24 | 32.0% | 3.8% |
资本支出强度DTIESC
| Q4 25 | 1.3% | 5.3% | ||
| Q3 25 | 0.8% | 2.2% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 1.1% | 1.8% | ||
| Q3 24 | 0.8% | 1.8% | ||
| Q2 24 | 0.8% | 2.3% | ||
| Q1 24 | 2.6% | 1.0% |
现金转化率DTIESC
| Q4 25 | 0.84× | 0.30× | ||
| Q3 25 | 0.56× | 1.29× | ||
| Q2 25 | 5.62× | 1.16× | ||
| Q1 25 | 4.14× | 0.34× | ||
| Q4 24 | 0.12× | 0.65× | ||
| Q3 24 | 0.54× | 1.42× | ||
| Q2 24 | 5.97× | 1.24× | ||
| Q1 24 | 3.47× | 0.59× |
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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
