vs
Dynatrace, Inc.（DT）与红罗宾美食汉堡（RRGB）财务数据对比。点击上方公司名可切换其他公司
Dynatrace, Inc.的季度营收约是红罗宾美食汉堡的1.8倍（$515.5M vs $283.7M），Dynatrace, Inc.净利率更高（7.8% vs 1.4%，领先6.4%），Dynatrace, Inc.同比增速更快（18.2% vs -5.5%），Dynatrace, Inc.自由现金流更多（$27.2M vs $3.4M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs -15.3%）
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。
红罗宾美食汉堡公司是总部位于美国的休闲餐饮连锁品牌，主打多款风味丰富的精品汉堡，同时供应开胃小食、招牌奶昔、沙拉、三明治等餐品，在全美多州开设门店，提供堂食、外带服务，主打适合全年龄段的家庭友好消费场景。
DT vs RRGB — 直观对比
营收规模更大
DT
是对方的1.8倍
$283.7M
营收增速更快
DT
高出23.7%
-5.5%
净利率更高
DT
高出6.4%
1.4%
自由现金流更多
DT
多$23.8M
$3.4M
两年增速更快
DT
近两年复合增速
-15.3%
损益表 — Q3 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $283.7M |
| 净利润 | $40.1M | $4.0M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 14.1% | 3.5% |
| 净利率 | 7.8% | 1.4% |
| 营收同比 | 18.2% | -5.5% |
| 净利润同比 | -88.9% | 142.1% |
| 每股收益（稀释后） | $0.13 | $0.21 |
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DTRRGB
| Q4 25 | $515.5M | — | ||
| Q3 25 | $493.8M | $283.7M | ||
| Q2 25 | $477.3M | $392.4M | ||
| Q1 25 | $445.2M | — | ||
| Q4 24 | $436.2M | — | ||
| Q3 24 | $418.1M | $300.2M | ||
| Q2 24 | $399.2M | $388.5M | ||
| Q1 24 | $380.8M | — |
净利润DTRRGB
| Q4 25 | $40.1M | — | ||
| Q3 25 | $57.2M | $4.0M | ||
| Q2 25 | $48.0M | $1.2M | ||
| Q1 25 | $39.3M | — | ||
| Q4 24 | $361.8M | — | ||
| Q3 24 | $44.0M | $-9.5M | ||
| Q2 24 | $38.6M | $-9.5M | ||
| Q1 24 | $37.9M | — |
毛利率DTRRGB
| Q4 25 | 81.4% | — | ||
| Q3 25 | 81.8% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 80.9% | — | ||
| Q4 24 | 81.1% | — | ||
| Q3 24 | 81.4% | — | ||
| Q2 24 | 81.3% | — | ||
| Q1 24 | 81.1% | — |
营业利润率DTRRGB
| Q4 25 | 14.1% | — | ||
| Q3 25 | 14.8% | 3.5% | ||
| Q2 25 | 13.1% | 2.3% | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 10.9% | — | ||
| Q3 24 | 11.2% | -1.5% | ||
| Q2 24 | 10.5% | -0.5% | ||
| Q1 24 | 6.1% | — |
净利率DTRRGB
| Q4 25 | 7.8% | — | ||
| Q3 25 | 11.6% | 1.4% | ||
| Q2 25 | 10.0% | 0.3% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 10.5% | -3.2% | ||
| Q2 24 | 9.7% | -2.4% | ||
| Q1 24 | 10.0% | — |
每股收益（稀释后）DTRRGB
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.19 | $0.21 | ||
| Q2 25 | $0.16 | $0.07 | ||
| Q1 25 | $0.12 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $0.15 | $-0.61 | ||
| Q2 24 | $0.13 | $-0.61 | ||
| Q1 24 | $0.13 | — |
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 | $24.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $-78.6M |
| 总资产 | $4.1B | $586.9M |
| 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DTRRGB
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $24.4M | ||
| Q2 25 | $1.3B | $24.1M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $23.1M | ||
| Q2 24 | $1.0B | $30.6M | ||
| Q1 24 | $836.9M | — |
股东权益DTRRGB
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.8B | $-78.6M | ||
| Q2 25 | $2.7B | $-80.4M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.1B | $-36.5M | ||
| Q2 24 | $2.1B | $-29.1M | ||
| Q1 24 | $2.0B | — |
总资产DTRRGB
| Q4 25 | $4.1B | — | ||
| Q3 25 | $4.1B | $586.9M | ||
| Q2 25 | $4.1B | $606.2M | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.3B | $689.1M | ||
| Q2 24 | $3.3B | $717.1M | ||
| Q1 24 | $3.4B | — |
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 | $9.9M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $3.4M |
| 自由现金流率自由现金流/营收 | 5.3% | 1.2% |
| 资本支出强度资本支出/营收 | 1.3% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.84× | 2.49× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $11.4M |
8季度趋势，按日历期对齐
经营现金流DTRRGB
| Q4 25 | $33.8M | — | ||
| Q3 25 | $32.0M | $9.9M | ||
| Q2 25 | $269.7M | $19.6M | ||
| Q1 25 | $162.8M | — | ||
| Q4 24 | $42.2M | — | ||
| Q3 24 | $23.6M | $512.0K | ||
| Q2 24 | $230.7M | $13.7M | ||
| Q1 24 | $131.7M | — |
自由现金流DTRRGB
| Q4 25 | $27.2M | — | ||
| Q3 25 | $27.8M | $3.4M | ||
| Q2 25 | $262.2M | $7.6M | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $20.1M | $-5.1M | ||
| Q2 24 | $227.4M | $5.5M | ||
| Q1 24 | $121.9M | — |
自由现金流率DTRRGB
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.6% | 1.2% | ||
| Q2 25 | 54.9% | 1.9% | ||
| Q1 25 | 33.3% | — | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | 4.8% | -1.7% | ||
| Q2 24 | 57.0% | 1.4% | ||
| Q1 24 | 32.0% | — |
资本支出强度DTRRGB
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.8% | 2.3% | ||
| Q2 25 | 1.6% | 3.1% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.8% | 1.9% | ||
| Q2 24 | 0.8% | 2.1% | ||
| Q1 24 | 2.6% | — |
现金转化率DTRRGB
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | 2.49× | ||
| Q2 25 | 5.62× | 15.67× | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | — |
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% |
RRGB
| Food And Beverage | $279.3M | 98% |
| Franchise | $3.2M | 1% |
| Products And Services Gift Card | $1.8M | 1% |
| Product And Service Gift Card And Other | $1.2M | 0% |
