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GoDaddy（GDDY）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
GoDaddy的季度营收约是Rollins, Inc.的1.4倍（$1.3B vs $906.4M），GoDaddy净利率更高（19.2% vs 11.9%，领先7.3%），Rollins, Inc.同比增速更快（10.2% vs 6.8%），GoDaddy自由现金流更多（$363.7M vs $111.2M），过去两年GoDaddy的营收复合增速更高（7.2% vs 0.8%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
GDDY vs ROL — 直观对比
营收规模更大
GDDY
是对方的1.4倍
$906.4M
营收增速更快
ROL
高出3.4%
6.8%
净利率更高
GDDY
高出7.3%
11.9%
自由现金流更多
GDDY
多$252.5M
$111.2M
两年增速更快
GDDY
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $906.4M |
| 净利润 | $245.1M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 16.1% |
| 净利率 | 19.2% | 11.9% |
| 营收同比 | 6.8% | 10.2% |
| 净利润同比 | 23.4% | 2.5% |
| 每股收益（稀释后） | — | $0.22 |
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GDDYROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.3B | $912.9M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.2B | $999.5M | ||
| Q1 25 | $1.2B | $822.5M | ||
| Q4 24 | $1.2B | $832.2M | ||
| Q3 24 | $1.1B | $916.3M | ||
| Q2 24 | $1.1B | $891.9M |
净利润GDDYROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $245.1M | $116.4M | ||
| Q3 25 | $210.5M | $163.5M | ||
| Q2 25 | $199.9M | $141.5M | ||
| Q1 25 | $219.5M | $105.2M | ||
| Q4 24 | $198.6M | $105.7M | ||
| Q3 24 | $190.5M | $136.9M | ||
| Q2 24 | $146.3M | $129.4M |
营业利润率GDDYROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 24.9% | 17.5% | ||
| Q3 25 | 23.4% | 21.9% | ||
| Q2 25 | 21.9% | 19.8% | ||
| Q1 25 | 20.7% | 17.3% | ||
| Q4 24 | 21.4% | 18.1% | ||
| Q3 24 | 22.1% | 20.9% | ||
| Q2 24 | 18.5% | 20.4% |
净利率GDDYROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 19.2% | 12.8% | ||
| Q3 25 | 16.6% | 15.9% | ||
| Q2 25 | 16.4% | 14.2% | ||
| Q1 25 | 18.4% | 12.8% | ||
| Q4 24 | 16.7% | 12.7% | ||
| Q3 24 | 16.6% | 14.9% | ||
| Q2 24 | 13.0% | 14.5% |
每股收益（稀释后）GDDYROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | $1.51 | $0.34 | ||
| Q2 25 | $1.41 | $0.29 | ||
| Q1 25 | — | $0.22 | ||
| Q4 24 | — | $0.22 | ||
| Q3 24 | $1.32 | $0.28 | ||
| Q2 24 | $1.01 | $0.27 |
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 | — | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $215.1M | $1.4B |
| 总资产 | $8.0B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资GDDYROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | — | $100.0M | ||
| Q3 25 | — | $127.4M | ||
| Q2 25 | — | $123.0M | ||
| Q1 25 | — | $201.2M | ||
| Q4 24 | — | $89.6M | ||
| Q3 24 | — | $95.3M | ||
| Q2 24 | — | $106.7M |
总债务GDDYROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GDDYROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $215.1M | $1.4B | ||
| Q3 25 | $91.8M | $1.5B | ||
| Q2 25 | $404.4M | $1.4B | ||
| Q1 25 | $199.7M | $1.4B | ||
| Q4 24 | $692.1M | $1.3B | ||
| Q3 24 | $356.7M | $1.3B | ||
| Q2 24 | $157.0M | $1.2B |
总资产GDDYROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $8.0B | $3.1B | ||
| Q3 25 | $8.0B | $3.2B | ||
| Q2 25 | $8.3B | $3.2B | ||
| Q1 25 | $7.8B | $2.9B | ||
| Q4 24 | $8.2B | $2.8B | ||
| Q3 24 | $8.0B | $2.8B | ||
| Q2 24 | $7.7B | $2.8B |
负债/权益比GDDYROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $370.6M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $111.2M |
| 自由现金流率自由现金流/营收 | 28.6% | 12.3% |
| 资本支出强度资本支出/营收 | 0.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $621.1M |
8季度趋势，按日历期对齐
经营现金流GDDYROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $370.6M | $164.7M | ||
| Q3 25 | $444.2M | $191.3M | ||
| Q2 25 | $379.9M | $175.1M | ||
| Q1 25 | $404.7M | $146.9M | ||
| Q4 24 | $340.5M | $188.2M | ||
| Q3 24 | $355.2M | $146.9M | ||
| Q2 24 | $294.8M | $145.1M |
自由现金流GDDYROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $363.7M | $159.0M | ||
| Q3 25 | $434.9M | $182.8M | ||
| Q2 25 | $375.8M | $168.0M | ||
| Q1 25 | $401.1M | $140.1M | ||
| Q4 24 | $326.1M | $184.0M | ||
| Q3 24 | $350.2M | $139.4M | ||
| Q2 24 | $292.0M | $136.4M |
自由现金流率GDDYROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 28.6% | 17.4% | ||
| Q3 25 | 34.4% | 17.8% | ||
| Q2 25 | 30.9% | 16.8% | ||
| Q1 25 | 33.6% | 17.0% | ||
| Q4 24 | 27.3% | 22.1% | ||
| Q3 24 | 30.5% | 15.2% | ||
| Q2 24 | 26.0% | 15.3% |
资本支出强度GDDYROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 0.5% | 0.6% | ||
| Q3 25 | 0.7% | 0.8% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.3% | 0.8% | ||
| Q4 24 | 1.2% | 0.5% | ||
| Q3 24 | 0.4% | 0.8% | ||
| Q2 24 | 0.2% | 1.0% |
现金转化率GDDYROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 1.51× | 1.41× | ||
| Q3 25 | 2.11× | 1.17× | ||
| Q2 25 | 1.90× | 1.24× | ||
| Q1 25 | 1.84× | 1.40× | ||
| Q4 24 | 1.71× | 1.78× | ||
| Q3 24 | 1.86× | 1.07× | ||
| Q2 24 | 2.02× | 1.12× |
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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
ROL
暂无分部数据
