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FORWARD AIR CORP（FWRD）与MongoDB, Inc.（MDB）财务数据对比。点击上方公司名可切换其他公司
FORWARD AIR CORP的季度营收约是MongoDB, Inc.的1.0倍（$631.2M vs $628.3M），MongoDB, Inc.净利率更高（-0.3% vs -4.5%，领先4.2%），MongoDB, Inc.同比增速更快（18.7% vs -0.3%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs 7.9%）
Forward Air Corp是北美领先的轻资产物流运输服务商，核心业务包括加急零担货运、最后一公里配送、多式联运、仓储及供应链解决方案，服务覆盖美加墨地区，主要服务电商、零售、制造、汽车等行业。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
FWRD vs MDB — 直观对比
营收规模更大
FWRD
是对方的1.0倍
$628.3M
营收增速更快
MDB
高出18.9%
-0.3%
净利率更高
MDB
高出4.2%
-4.5%
两年增速更快
MDB
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $631.2M | $628.3M |
| 净利润 | $-28.3M | $-2.0M |
| 毛利率 | — | 71.5% |
| 营业利润率 | -0.5% | -2.9% |
| 净利率 | -4.5% | -0.3% |
| 营收同比 | -0.3% | 18.7% |
| 净利润同比 | 22.2% | 79.5% |
| 每股收益（稀释后） | $-0.90 | — |
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FWRDMDB
| Q4 25 | $631.2M | $628.3M | ||
| Q3 25 | $631.8M | $591.4M | ||
| Q2 25 | $618.8M | $549.0M | ||
| Q1 25 | $613.3M | $548.4M | ||
| Q4 24 | $632.8M | $529.4M | ||
| Q3 24 | $655.9M | $478.1M | ||
| Q2 24 | $643.7M | $450.6M | ||
| Q1 24 | $541.8M | $458.0M |
净利润FWRDMDB
| Q4 25 | $-28.3M | $-2.0M | ||
| Q3 25 | $-16.3M | $-47.0M | ||
| Q2 25 | $-12.6M | $-37.6M | ||
| Q1 25 | $-50.6M | $15.8M | ||
| Q4 24 | $-36.4M | $-9.8M | ||
| Q3 24 | $-73.4M | $-54.5M | ||
| Q2 24 | $-645.4M | $-80.6M | ||
| Q1 24 | $-61.7M | $-55.5M |
毛利率FWRDMDB
| Q4 25 | — | 71.5% | ||
| Q3 25 | — | 71.0% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.8% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 73.2% | ||
| Q2 24 | — | 72.8% | ||
| Q1 24 | — | 75.0% |
营业利润率FWRDMDB
| Q4 25 | -0.5% | -2.9% | ||
| Q3 25 | 2.4% | -11.0% | ||
| Q2 25 | 3.2% | -9.8% | ||
| Q1 25 | 0.8% | -3.4% | ||
| Q4 24 | 12.0% | -5.3% | ||
| Q3 24 | 3.5% | -14.9% | ||
| Q2 24 | -170.2% | -21.8% | ||
| Q1 24 | -12.1% | -15.5% |
净利率FWRDMDB
| Q4 25 | -4.5% | -0.3% | ||
| Q3 25 | -2.6% | -8.0% | ||
| Q2 25 | -2.0% | -6.9% | ||
| Q1 25 | -8.3% | 2.9% | ||
| Q4 24 | -5.8% | -1.8% | ||
| Q3 24 | -11.2% | -11.4% | ||
| Q2 24 | -100.3% | -17.9% | ||
| Q1 24 | -11.4% | -12.1% |
每股收益（稀释后）FWRDMDB
| Q4 25 | $-0.90 | — | ||
| Q3 25 | $-0.52 | — | ||
| Q2 25 | $-0.41 | — | ||
| Q1 25 | $-1.68 | — | ||
| Q4 24 | $-1.69 | — | ||
| Q3 24 | $-2.66 | — | ||
| Q2 24 | $-23.47 | — | ||
| Q1 24 | $-2.81 | — |
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 | $106.0M | $834.1M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $113.3M | $2.9B |
| 总资产 | $2.7B | $3.6B |
| 负债/权益比越低杠杆越低 | 14.89× | — |
8季度趋势，按日历期对齐
现金及短期投资FWRDMDB
| Q4 25 | $106.0M | $834.1M | ||
| Q3 25 | $140.4M | $647.1M | ||
| Q2 25 | $95.1M | $657.8M | ||
| Q1 25 | $116.3M | $490.1M | ||
| Q4 24 | $104.9M | $673.1M | ||
| Q3 24 | $136.6M | $1.3B | ||
| Q2 24 | $84.9M | $815.7M | ||
| Q1 24 | $152.0M | $803.0M |
总债务FWRDMDB
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.7B | — |
股东权益FWRDMDB
| Q4 25 | $113.3M | $2.9B | ||
| Q3 25 | $139.8M | $2.9B | ||
| Q2 25 | $151.8M | $3.0B | ||
| Q1 25 | $154.6M | $2.8B | ||
| Q4 24 | $201.7M | $1.5B | ||
| Q3 24 | $226.1M | $1.4B | ||
| Q2 24 | $283.8M | $1.3B | ||
| Q1 24 | $926.1M | $1.1B |
总资产FWRDMDB
| Q4 25 | $2.7B | $3.6B | ||
| Q3 25 | $2.8B | $3.5B | ||
| Q2 25 | $2.8B | $3.6B | ||
| Q1 25 | $2.8B | $3.4B | ||
| Q4 24 | $2.8B | $3.2B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $3.1B | $3.0B | ||
| Q1 24 | $4.0B | $2.9B |
负债/权益比FWRDMDB
| Q4 25 | 14.89× | — | ||
| Q3 25 | 12.05× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.81× | — |
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 | — | $143.5M |
| 自由现金流经营现金流 - 资本支出 | — | $141.8M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | 1.3% | 0.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $346.3M |
8季度趋势，按日历期对齐
经营现金流FWRDMDB
| Q4 25 | — | $143.5M | ||
| Q3 25 | $52.7M | $72.1M | ||
| Q2 25 | — | $109.9M | ||
| Q1 25 | $27.6M | $50.5M | ||
| Q4 24 | $-23.2M | $37.4M | ||
| Q3 24 | $51.2M | $-1.4M | ||
| Q2 24 | $-45.2M | $63.6M | ||
| Q1 24 | $-51.7M | $54.6M |
自由现金流FWRDMDB
| Q4 25 | — | $141.8M | ||
| Q3 25 | $48.6M | $71.6M | ||
| Q2 25 | — | $108.3M | ||
| Q1 25 | $15.7M | $24.6M | ||
| Q4 24 | $-30.5M | $35.5M | ||
| Q3 24 | $40.7M | $-2.4M | ||
| Q2 24 | $-59.6M | $63.1M | ||
| Q1 24 | $-56.7M | $51.9M |
自由现金流率FWRDMDB
| Q4 25 | — | 22.6% | ||
| Q3 25 | 7.7% | 12.1% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | 2.6% | 4.5% | ||
| Q4 24 | -4.8% | 6.7% | ||
| Q3 24 | 6.2% | -0.5% | ||
| Q2 24 | -9.3% | 14.0% | ||
| Q1 24 | -10.5% | 11.3% |
资本支出强度FWRDMDB
| Q4 25 | 1.3% | 0.3% | ||
| Q3 25 | 0.7% | 0.1% | ||
| Q2 25 | 0.8% | 0.3% | ||
| Q1 25 | 1.9% | 4.7% | ||
| Q4 24 | 1.1% | 0.4% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 2.2% | 0.1% | ||
| Q1 24 | 0.9% | 0.6% |
现金转化率FWRDMDB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.19× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
FWRD
| Omni Logistics Segment | $359.8M | 57% |
| Network | $183.9M | 29% |
| Intermodal Segment | $50.2M | 8% |
| Truckload | $41.6M | 7% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
