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DYCOM INDUSTRIES INC（DY）与Snowflake Inc.（SNOW）财务数据对比。点击上方公司名可切换其他公司
DYCOM INDUSTRIES INC的季度营收约是Snowflake Inc.的1.2倍（$1.5B vs $1.2B），DYCOM INDUSTRIES INC净利率更高（7.3% vs -24.2%，领先31.6%），Snowflake Inc.同比增速更快（28.7% vs 14.1%），DYCOM INDUSTRIES INC自由现金流更多（$164.8M vs $113.6M），过去两年Snowflake Inc.的营收复合增速更高（25.1% vs 23.5%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
Snowflake Inc.是美国云数据平台服务商，创立于加利福尼亚州圣马特奥，总部位于蒙大拿州博兹曼。旗下平台支持数据分析功能，可实现数据集的低延迟并发访问，服务运行在亚马逊云科技、微软Azure、谷歌云三大公有云平台上。
DY vs SNOW — 直观对比
营收规模更大
DY
是对方的1.2倍
$1.2B
营收增速更快
SNOW
高出14.6%
14.1%
净利率更高
DY
高出31.6%
-24.2%
自由现金流更多
DY
多$51.2M
$113.6M
两年增速更快
SNOW
近两年复合增速
23.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $106.4M | $-294.0M |
| 毛利率 | — | 67.8% |
| 营业利润率 | 9.7% | -27.2% |
| 净利率 | 7.3% | -24.2% |
| 营收同比 | 14.1% | 28.7% |
| 净利润同比 | 52.4% | 9.4% |
| 每股收益（稀释后） | $3.63 | $-0.87 |
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DYSNOW
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.1B | $986.8M | ||
| Q4 24 | $1.3B | $942.1M | ||
| Q3 24 | $1.2B | $868.8M | ||
| Q2 24 | $1.1B | $828.7M | ||
| Q1 24 | $952.5M | $774.7M |
净利润DYSNOW
| Q4 25 | $106.4M | $-294.0M | ||
| Q3 25 | $97.5M | $-298.0M | ||
| Q2 25 | $61.0M | $-430.1M | ||
| Q1 25 | $32.7M | $-327.5M | ||
| Q4 24 | $69.8M | $-324.3M | ||
| Q3 24 | $68.4M | $-316.9M | ||
| Q2 24 | $62.6M | $-317.0M | ||
| Q1 24 | $23.4M | $-169.4M |
毛利率DYSNOW
| Q4 25 | — | 67.8% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 66.5% | ||
| Q1 25 | — | 66.2% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 66.8% | ||
| Q2 24 | — | 67.1% | ||
| Q1 24 | — | 68.8% |
营业利润率DYSNOW
| Q4 25 | 9.7% | -27.2% | ||
| Q3 25 | 9.5% | -29.7% | ||
| Q2 25 | 6.2% | -42.9% | ||
| Q1 25 | 4.1% | -39.2% | ||
| Q4 24 | 7.2% | -38.8% | ||
| Q3 24 | 7.9% | -40.9% | ||
| Q2 24 | 6.8% | -42.1% | ||
| Q1 24 | 3.3% | -35.6% |
净利率DYSNOW
| Q4 25 | 7.3% | -24.2% | ||
| Q3 25 | 7.1% | -26.0% | ||
| Q2 25 | 4.9% | -41.3% | ||
| Q1 25 | 3.0% | -33.2% | ||
| Q4 24 | 5.5% | -34.4% | ||
| Q3 24 | 5.7% | -36.5% | ||
| Q2 24 | 5.5% | -38.3% | ||
| Q1 24 | 2.5% | -21.9% |
每股收益（稀释后）DYSNOW
| Q4 25 | $3.63 | $-0.87 | ||
| Q3 25 | $3.33 | $-0.89 | ||
| Q2 25 | $2.09 | $-1.29 | ||
| Q1 25 | $1.11 | $-0.98 | ||
| Q4 24 | $2.37 | $-0.98 | ||
| Q3 24 | $2.32 | $-0.95 | ||
| Q2 24 | $2.12 | $-0.95 | ||
| Q1 24 | $0.79 | $-0.51 |
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 | $110.1M | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $2.1B |
| 总资产 | $3.3B | $8.2B |
| 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DYSNOW
| Q4 25 | $110.1M | $1.9B | ||
| Q3 25 | $28.5M | $1.9B | ||
| Q2 25 | $16.1M | $2.2B | ||
| Q1 25 | $92.7M | $2.6B | ||
| Q4 24 | $15.3M | $2.1B | ||
| Q3 24 | $19.6M | $1.3B | ||
| Q2 24 | $26.1M | $1.3B | ||
| Q1 24 | $101.1M | $1.8B |
股东权益DYSNOW
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $4.1B | ||
| Q2 24 | $1.1B | $4.6B | ||
| Q1 24 | $1.1B | $5.2B |
总资产DYSNOW
| Q4 25 | $3.3B | $8.2B | ||
| Q3 25 | $3.2B | $8.2B | ||
| Q2 25 | $3.1B | $8.2B | ||
| Q1 25 | $2.9B | $9.0B | ||
| Q4 24 | $3.1B | $8.2B | ||
| Q3 24 | $2.8B | $6.9B | ||
| Q2 24 | $2.6B | $7.3B | ||
| Q1 24 | $2.5B | $8.2B |
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 | $220.0M | $137.5M |
| 自由现金流经营现金流 - 资本支出 | $164.8M | $113.6M |
| 自由现金流率自由现金流/营收 | 11.4% | 9.4% |
| 资本支出强度资本支出/营收 | 3.8% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | $776.7M |
8季度趋势，按日历期对齐
经营现金流DYSNOW
| Q4 25 | $220.0M | $137.5M | ||
| Q3 25 | $57.4M | $74.9M | ||
| Q2 25 | $-54.0M | $228.4M | ||
| Q1 25 | $328.2M | $432.7M | ||
| Q4 24 | $65.8M | $101.7M | ||
| Q3 24 | $-7.5M | $69.9M | ||
| Q2 24 | $-37.4M | $355.5M | ||
| Q1 24 | $325.1M | $344.6M |
自由现金流DYSNOW
| Q4 25 | $164.8M | $113.6M | ||
| Q3 25 | $5.8M | $58.2M | ||
| Q2 25 | $-133.5M | $183.4M | ||
| Q1 25 | $259.7M | $421.4M | ||
| Q4 24 | $-8.8M | $88.3M | ||
| Q3 24 | $-72.9M | $64.8M | ||
| Q2 24 | $-79.4M | $338.9M | ||
| Q1 24 | $267.7M | $331.5M |
自由现金流率DYSNOW
| Q4 25 | 11.4% | 9.4% | ||
| Q3 25 | 0.4% | 5.1% | ||
| Q2 25 | -10.6% | 17.6% | ||
| Q1 25 | 23.9% | 42.7% | ||
| Q4 24 | -0.7% | 9.4% | ||
| Q3 24 | -6.1% | 7.5% | ||
| Q2 24 | -6.9% | 40.9% | ||
| Q1 24 | 28.1% | 42.8% |
资本支出强度DYSNOW
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 6.3% | 4.3% | ||
| Q1 25 | 6.3% | 1.1% | ||
| Q4 24 | 5.9% | 1.4% | ||
| Q3 24 | 5.4% | 0.6% | ||
| Q2 24 | 3.7% | 2.0% | ||
| Q1 24 | 6.0% | 1.7% |
现金转化率DYSNOW
| Q4 25 | 2.07× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | -0.88× | — | ||
| Q1 25 | 10.05× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | -0.11× | — | ||
| Q2 24 | -0.60× | — | ||
| Q1 24 | 13.88× | — |
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
DY
暂无分部数据
SNOW
| Products | $1.2B | 96% |
| Professional Services And Other | $54.5M | 4% |
| Related Party | $6.7M | 1% |
