vs
Dynatrace, Inc.（DT）与MYR GROUP INC.（MYRG）财务数据对比。点击上方公司名可切换其他公司
MYR GROUP INC.的季度营收约是Dynatrace, Inc.的1.9倍（$973.5M vs $515.5M），Dynatrace, Inc.净利率更高（7.8% vs 3.8%，领先4.0%），Dynatrace, Inc.同比增速更快（18.2% vs 17.3%），MYR GROUP INC.自由现金流更多（$84.9M vs $27.2M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs 9.3%）
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。
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
DT vs MYRG — 直观对比
营收规模更大
MYRG
是对方的1.9倍
$515.5M
营收增速更快
DT
高出0.9%
17.3%
净利率更高
DT
高出4.0%
3.8%
自由现金流更多
MYRG
多$57.7M
$27.2M
两年增速更快
DT
近两年复合增速
9.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $973.5M |
| 净利润 | $40.1M | $36.5M |
| 毛利率 | 81.4% | 11.4% |
| 营业利润率 | 14.1% | 4.8% |
| 净利率 | 7.8% | 3.8% |
| 营收同比 | 18.2% | 17.3% |
| 净利润同比 | -88.9% | 129.1% |
| 每股收益（稀释后） | $0.13 | $2.33 |
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DTMYRG
| Q4 25 | $515.5M | $973.5M | ||
| Q3 25 | $493.8M | $950.4M | ||
| Q2 25 | $477.3M | $900.3M | ||
| Q1 25 | $445.2M | $833.6M | ||
| Q4 24 | $436.2M | $829.8M | ||
| Q3 24 | $418.1M | $888.0M | ||
| Q2 24 | $399.2M | $828.9M | ||
| Q1 24 | $380.8M | $815.6M |
净利润DTMYRG
| Q4 25 | $40.1M | $36.5M | ||
| Q3 25 | $57.2M | $32.1M | ||
| Q2 25 | $48.0M | $26.5M | ||
| Q1 25 | $39.3M | $23.3M | ||
| Q4 24 | $361.8M | $16.0M | ||
| Q3 24 | $44.0M | $10.6M | ||
| Q2 24 | $38.6M | $-15.3M | ||
| Q1 24 | $37.9M | $18.9M |
毛利率DTMYRG
| Q4 25 | 81.4% | 11.4% | ||
| Q3 25 | 81.8% | 11.8% | ||
| Q2 25 | 82.1% | 11.5% | ||
| Q1 25 | 80.9% | 11.6% | ||
| Q4 24 | 81.1% | 10.4% | ||
| Q3 24 | 81.4% | 8.7% | ||
| Q2 24 | 81.3% | 4.9% | ||
| Q1 24 | 81.1% | 10.6% |
营业利润率DTMYRG
| Q4 25 | 14.1% | 4.8% | ||
| Q3 25 | 14.8% | 4.9% | ||
| Q2 25 | 13.1% | 4.4% | ||
| Q1 25 | 9.6% | 4.1% | ||
| Q4 24 | 10.9% | 3.6% | ||
| Q3 24 | 11.2% | 2.3% | ||
| Q2 24 | 10.5% | -2.5% | ||
| Q1 24 | 6.1% | 3.0% |
净利率DTMYRG
| Q4 25 | 7.8% | 3.8% | ||
| Q3 25 | 11.6% | 3.4% | ||
| Q2 25 | 10.0% | 2.9% | ||
| Q1 25 | 8.8% | 2.8% | ||
| Q4 24 | 82.9% | 1.9% | ||
| Q3 24 | 10.5% | 1.2% | ||
| Q2 24 | 9.7% | -1.8% | ||
| Q1 24 | 10.0% | 2.3% |
每股收益（稀释后）DTMYRG
| Q4 25 | $0.13 | $2.33 | ||
| Q3 25 | $0.19 | $2.05 | ||
| Q2 25 | $0.16 | $1.70 | ||
| Q1 25 | $0.12 | $1.45 | ||
| Q4 24 | $1.19 | $0.97 | ||
| Q3 24 | $0.15 | $0.65 | ||
| Q2 24 | $0.13 | $-0.91 | ||
| Q1 24 | $0.13 | $1.12 |
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 | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $2.7B | $660.4M |
| 总资产 | $4.1B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资DTMYRG
| Q4 25 | $1.2B | $150.2M | ||
| Q3 25 | $1.3B | $76.2M | ||
| Q2 25 | $1.3B | $23.0M | ||
| Q1 25 | $1.1B | $10.9M | ||
| Q4 24 | $1.0B | $3.5M | ||
| Q3 24 | $1.0B | $7.6M | ||
| Q2 24 | $1.0B | $1.9M | ||
| Q1 24 | $836.9M | $3.9M |
总债务DTMYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益DTMYRG
| Q4 25 | $2.7B | $660.4M | ||
| Q3 25 | $2.8B | $617.6M | ||
| Q2 25 | $2.7B | $583.2M | ||
| Q1 25 | $2.6B | $548.7M | ||
| Q4 24 | $2.6B | $600.4M | ||
| Q3 24 | $2.1B | $588.5M | ||
| Q2 24 | $2.1B | $633.3M | ||
| Q1 24 | $2.0B | $663.7M |
总资产DTMYRG
| Q4 25 | $4.1B | $1.6B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $4.1B | $1.6B | ||
| Q1 25 | $4.1B | $1.5B | ||
| Q4 24 | $3.7B | $1.6B | ||
| Q3 24 | $3.3B | $1.6B | ||
| Q2 24 | $3.3B | $1.6B | ||
| Q1 24 | $3.4B | $1.6B |
负债/权益比DTMYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $84.9M |
| 自由现金流率自由现金流/营收 | 5.3% | 8.7% |
| 资本支出强度资本支出/营收 | 1.3% | 3.1% |
| 现金转化率经营现金流/净利润 | 0.84× | 3.14× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $232.2M |
8季度趋势，按日历期对齐
经营现金流DTMYRG
| Q4 25 | $33.8M | $114.8M | ||
| Q3 25 | $32.0M | $95.6M | ||
| Q2 25 | $269.7M | $32.9M | ||
| Q1 25 | $162.8M | $83.3M | ||
| Q4 24 | $42.2M | $21.1M | ||
| Q3 24 | $23.6M | $35.6M | ||
| Q2 24 | $230.7M | $22.7M | ||
| Q1 24 | $131.7M | $7.7M |
自由现金流DTMYRG
| Q4 25 | $27.2M | $84.9M | ||
| Q3 25 | $27.8M | $65.4M | ||
| Q2 25 | $262.2M | $11.6M | ||
| Q1 25 | $148.2M | $70.2M | ||
| Q4 24 | $37.6M | $8.8M | ||
| Q3 24 | $20.1M | $18.0M | ||
| Q2 24 | $227.4M | $2.5M | ||
| Q1 24 | $121.9M | $-18.1M |
自由现金流率DTMYRG
| Q4 25 | 5.3% | 8.7% | ||
| Q3 25 | 5.6% | 6.9% | ||
| Q2 25 | 54.9% | 1.3% | ||
| Q1 25 | 33.3% | 8.4% | ||
| Q4 24 | 8.6% | 1.1% | ||
| Q3 24 | 4.8% | 2.0% | ||
| Q2 24 | 57.0% | 0.3% | ||
| Q1 24 | 32.0% | -2.2% |
资本支出强度DTMYRG
| Q4 25 | 1.3% | 3.1% | ||
| Q3 25 | 0.8% | 3.2% | ||
| Q2 25 | 1.6% | 2.4% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 1.1% | 1.5% | ||
| Q3 24 | 0.8% | 2.0% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 2.6% | 3.2% |
现金转化率DTMYRG
| Q4 25 | 0.84× | 3.14× | ||
| Q3 25 | 0.56× | 2.98× | ||
| Q2 25 | 5.62× | 1.24× | ||
| Q1 25 | 4.14× | 3.57× | ||
| Q4 24 | 0.12× | 1.32× | ||
| Q3 24 | 0.54× | 3.35× | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | 0.41× |
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% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
