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GRID DYNAMICS HOLDINGS, INC.(GDYN)与Limbach Holdings, Inc.(LMB)财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.8倍($186.9M vs $104.1M),Limbach Holdings, Inc.净利率更高(6.6% vs -1.4%,领先8.0%),Limbach Holdings, Inc.同比增速更快(30.1% vs 3.7%),过去两年Limbach Holdings, Inc.的营收复合增速更高(25.3% vs 12.0%)
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业,活跃于2010年至2015年,核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机,并推动该项目实现商业化落地。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业,主营航空发动机的研发与制造业务,在航空动力装备领域拥有成熟的生产技术与行业经验。
GDYN vs LMB — 直观对比
营收规模更大
LMB
是对方的1.8倍
$104.1M
营收增速更快
LMB
高出26.4%
3.7%
净利率更高
LMB
高出8.0%
-1.4%
两年增速更快
LMB
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $104.1M | $186.9M |
| 净利润 | $-1.5M | $12.3M |
| 毛利率 | 34.8% | 25.7% |
| 营业利润率 | 61.7% | 9.4% |
| 净利率 | -1.4% | 6.6% |
| 营收同比 | 3.7% | 30.1% |
| 净利润同比 | -150.6% | 25.0% |
| 每股收益(稀释后) | $-0.02 | $1.01 |
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
GDYN
LMB
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $186.9M | ||
| Q3 25 | $104.2M | $184.6M | ||
| Q2 25 | $101.1M | $142.2M | ||
| Q1 25 | $100.4M | $133.1M | ||
| Q4 24 | $100.3M | $143.7M | ||
| Q3 24 | $87.4M | $133.9M | ||
| Q2 24 | $83.0M | $122.2M |
净利润
GDYN
LMB
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $12.3M | ||
| Q3 25 | $1.2M | $8.8M | ||
| Q2 25 | $5.3M | $7.8M | ||
| Q1 25 | $2.9M | $10.2M | ||
| Q4 24 | $4.5M | $9.8M | ||
| Q3 24 | $4.3M | $7.5M | ||
| Q2 24 | $-817.0K | $6.0M |
毛利率
GDYN
LMB
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 25.7% | ||
| Q3 25 | 33.3% | 24.2% | ||
| Q2 25 | 34.1% | 28.0% | ||
| Q1 25 | 36.8% | 27.6% | ||
| Q4 24 | 36.9% | 30.3% | ||
| Q3 24 | 37.4% | 27.0% | ||
| Q2 24 | 35.6% | 27.4% |
营业利润率
GDYN
LMB
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | 9.4% | ||
| Q3 25 | -0.2% | 7.2% | ||
| Q2 25 | -0.1% | 7.5% | ||
| Q1 25 | -2.0% | 5.9% | ||
| Q4 24 | 1.3% | 9.1% | ||
| Q3 24 | 2.4% | 8.1% | ||
| Q2 24 | 0.0% | 6.7% |
净利率
GDYN
LMB
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | 6.6% | ||
| Q3 25 | 1.1% | 4.8% | ||
| Q2 25 | 5.2% | 5.5% | ||
| Q1 25 | 2.9% | 7.7% | ||
| Q4 24 | 4.5% | 6.9% | ||
| Q3 24 | 4.9% | 5.6% | ||
| Q2 24 | -1.0% | 4.9% |
每股收益(稀释后)
GDYN
LMB
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $1.01 | ||
| Q3 25 | $0.01 | $0.73 | ||
| Q2 25 | $0.06 | $0.64 | ||
| Q1 25 | $0.03 | $0.85 | ||
| Q4 24 | $0.06 | $0.81 | ||
| Q3 24 | $0.05 | $0.62 | ||
| Q2 24 | $-0.01 | $0.50 |
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 | $327.5M | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $530.1M | $195.7M |
| 总资产 | $605.0M | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势,按日历期对齐
现金及短期投资
GDYN
LMB
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $11.3M | ||
| Q3 25 | $338.6M | $9.8M | ||
| Q2 25 | $336.8M | $38.9M | ||
| Q1 25 | $325.5M | $38.1M | ||
| Q4 24 | $334.7M | $44.9M | ||
| Q3 24 | $231.3M | $51.2M | ||
| Q2 24 | $256.0M | $59.5M |
总债务
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益
GDYN
LMB
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $195.7M | ||
| Q3 25 | $537.7M | $181.6M | ||
| Q2 25 | $532.2M | $170.5M | ||
| Q1 25 | $517.4M | $161.1M | ||
| Q4 24 | $517.8M | $153.5M | ||
| Q3 24 | $400.2M | $142.2M | ||
| Q2 24 | $388.4M | $133.0M |
总资产
GDYN
LMB
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $381.1M | ||
| Q3 25 | $613.2M | $409.1M | ||
| Q2 25 | $608.9M | $343.0M | ||
| Q1 25 | $590.9M | $336.4M | ||
| Q4 24 | $592.2M | $352.1M | ||
| Q3 24 | $477.3M | $324.4M | ||
| Q2 24 | $443.6M | $303.9M |
负债/权益比
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | — | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $27.9M |
| 自由现金流率自由现金流/营收 | — | 14.9% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $41.9M |
8季度趋势,按日历期对齐
经营现金流
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $28.1M | ||
| Q3 25 | $7.0M | $13.3M | ||
| Q2 25 | $14.4M | $2.0M | ||
| Q1 25 | $9.4M | $2.2M | ||
| Q4 24 | $7.1M | $19.3M | ||
| Q3 24 | $9.2M | $4.9M | ||
| Q2 24 | $10.7M | $16.5M |
自由现金流
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $27.9M | ||
| Q3 25 | $2.9M | $12.8M | ||
| Q2 25 | $10.2M | $1.2M | ||
| Q1 25 | $6.0M | $11.0K | ||
| Q4 24 | $4.4M | $18.0M | ||
| Q3 24 | $5.9M | $4.6M | ||
| Q2 24 | $8.0M | $13.2M |
自由现金流率
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 14.9% | ||
| Q3 25 | 2.8% | 7.0% | ||
| Q2 25 | 10.1% | 0.8% | ||
| Q1 25 | 6.0% | 0.0% | ||
| Q4 24 | 4.4% | 12.5% | ||
| Q3 24 | 6.8% | 3.4% | ||
| Q2 24 | 9.7% | 10.8% |
资本支出强度
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.1% | ||
| Q3 25 | 3.9% | 0.3% | ||
| Q2 25 | 4.1% | 0.6% | ||
| Q1 25 | 3.3% | 1.7% | ||
| Q4 24 | 2.6% | 0.9% | ||
| Q3 24 | 3.7% | 0.3% | ||
| Q2 24 | 3.2% | 2.7% |
现金转化率
GDYN
LMB
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | 2.29× | ||
| Q3 25 | 5.92× | 1.52× | ||
| Q2 25 | 2.73× | 0.26× | ||
| Q1 25 | 3.21× | 0.22× | ||
| Q4 24 | 1.56× | 1.96× | ||
| Q3 24 | 2.15× | 0.66× | ||
| Q2 24 | — | 2.77× |
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
GDYN
暂无分部数据
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |