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GRID DYNAMICS HOLDINGS, INC.（GDYN）与MALIBU BOATS, INC.（MBUU）财务数据对比。点击上方公司名可切换其他公司
MALIBU BOATS, INC.的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.8倍（$188.6M vs $104.1M），MALIBU BOATS, INC.净利率更高（-1.3% vs -1.4%，领先0.1%），GRID DYNAMICS HOLDINGS, INC.同比增速更快（3.7% vs -5.8%），过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高（12.0% vs -3.7%）
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。
马里布游艇是美国休闲游艇制造商，1982年创立于加利福尼亚州默塞德，现总部位于田纳西州洛登，在澳大利亚新南威尔士州也设有生产基地。它是全球最大的水上运动拖船制造商，产品可供休闲使用，也应用于滑水、尾波滑板等各类赛事活动。
GDYN vs MBUU — 直观对比
营收规模更大
MBUU
是对方的1.8倍
$104.1M
营收增速更快
GDYN
高出9.5%
-5.8%
净利率更高
MBUU
高出0.1%
-1.4%
两年增速更快
GDYN
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $104.1M | $188.6M |
| 净利润 | $-1.5M | $-2.5M |
| 毛利率 | 34.8% | 13.3% |
| 营业利润率 | 61.7% | -1.9% |
| 净利率 | -1.4% | -1.3% |
| 营收同比 | 3.7% | -5.8% |
| 净利润同比 | -150.6% | -204.2% |
| 每股收益（稀释后） | $-0.02 | $-0.13 |
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GDYNMBUU
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $188.6M | ||
| Q3 25 | $104.2M | $194.7M | ||
| Q2 25 | $101.1M | $207.0M | ||
| Q1 25 | $100.4M | $228.7M | ||
| Q4 24 | $100.3M | $200.3M | ||
| Q3 24 | $87.4M | $171.6M | ||
| Q2 24 | $83.0M | $158.7M |
净利润GDYNMBUU
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $-2.5M | ||
| Q3 25 | $1.2M | $-702.0K | ||
| Q2 25 | $5.3M | $4.7M | ||
| Q1 25 | $2.9M | $12.9M | ||
| Q4 24 | $4.5M | $2.4M | ||
| Q3 24 | $4.3M | $-5.0M | ||
| Q2 24 | $-817.0K | $-19.2M |
毛利率GDYNMBUU
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 13.3% | ||
| Q3 25 | 33.3% | 14.3% | ||
| Q2 25 | 34.1% | 15.8% | ||
| Q1 25 | 36.8% | 20.0% | ||
| Q4 24 | 36.9% | 18.7% | ||
| Q3 24 | 37.4% | 16.4% | ||
| Q2 24 | 35.6% | 7.9% |
营业利润率GDYNMBUU
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | -1.9% | ||
| Q3 25 | -0.2% | -0.4% | ||
| Q2 25 | -0.1% | 3.3% | ||
| Q1 25 | -2.0% | 7.6% | ||
| Q4 24 | 1.3% | 1.6% | ||
| Q3 24 | 2.4% | -3.3% | ||
| Q2 24 | 0.0% | -15.4% |
净利率GDYNMBUU
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | -1.3% | ||
| Q3 25 | 1.1% | -0.4% | ||
| Q2 25 | 5.2% | 2.3% | ||
| Q1 25 | 2.9% | 5.6% | ||
| Q4 24 | 4.5% | 1.2% | ||
| Q3 24 | 4.9% | -2.9% | ||
| Q2 24 | -1.0% | -12.1% |
每股收益（稀释后）GDYNMBUU
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $-0.13 | ||
| Q3 25 | $0.01 | $-0.04 | ||
| Q2 25 | $0.06 | $0.23 | ||
| Q1 25 | $0.03 | $0.66 | ||
| Q4 24 | $0.06 | $0.12 | ||
| Q3 24 | $0.05 | $-0.25 | ||
| Q2 24 | $-0.01 | $-0.93 |
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 | $28.2M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $530.1M | $495.0M |
| 总资产 | $605.0M | $715.7M |
| 负债/权益比越低杠杆越低 | — | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资GDYNMBUU
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $28.2M | ||
| Q3 25 | $338.6M | $44.1M | ||
| Q2 25 | $336.8M | $37.0M | ||
| Q1 25 | $325.5M | $38.7M | ||
| Q4 24 | $334.7M | $35.1M | ||
| Q3 24 | $231.3M | $27.7M | ||
| Q2 24 | $256.0M | $26.9M |
总债务GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $23.0M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $28.0M | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | — | $28.0M | ||
| Q2 24 | — | $0 |
股东权益GDYNMBUU
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $495.0M | ||
| Q3 25 | $537.7M | $516.4M | ||
| Q2 25 | $532.2M | $515.5M | ||
| Q1 25 | $517.4M | $513.0M | ||
| Q4 24 | $517.8M | $509.8M | ||
| Q3 24 | $400.2M | $517.7M | ||
| Q2 24 | $388.4M | $530.0M |
总资产GDYNMBUU
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $715.7M | ||
| Q3 25 | $613.2M | $755.6M | ||
| Q2 25 | $608.9M | $734.6M | ||
| Q1 25 | $590.9M | $758.8M | ||
| Q4 24 | $592.2M | $738.7M | ||
| Q3 24 | $477.3M | $759.1M | ||
| Q2 24 | $443.6M | $739.6M |
负债/权益比GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.04× | ||
| Q3 25 | — | 0.04× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.00× |
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 | — | $12.6M |
| 自由现金流经营现金流 - 资本支出 | — | $8.2M |
| 自由现金流率自由现金流/营收 | — | 4.4% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 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 | — | $33.3M |
8季度趋势，按日历期对齐
经营现金流GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $12.6M | ||
| Q3 25 | $7.0M | $6.5M | ||
| Q2 25 | $14.4M | $21.0M | ||
| Q1 25 | $9.4M | $15.5M | ||
| Q4 24 | $7.1M | $28.4M | ||
| Q3 24 | $9.2M | $-8.4M | ||
| Q2 24 | $10.7M | $16.3M |
自由现金流GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $8.2M | ||
| Q3 25 | $2.9M | $2.2M | ||
| Q2 25 | $10.2M | $14.1M | ||
| Q1 25 | $6.0M | $8.8M | ||
| Q4 24 | $4.4M | $22.8M | ||
| Q3 24 | $5.9M | $-17.0M | ||
| Q2 24 | $8.0M | $4.5M |
自由现金流率GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 4.4% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 10.1% | 6.8% | ||
| Q1 25 | 6.0% | 3.8% | ||
| Q4 24 | 4.4% | 11.4% | ||
| Q3 24 | 6.8% | -9.9% | ||
| Q2 24 | 9.7% | 2.8% |
资本支出强度GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 2.3% | ||
| Q3 25 | 3.9% | 2.2% | ||
| Q2 25 | 4.1% | 3.4% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 2.6% | 2.8% | ||
| Q3 24 | 3.7% | 5.0% | ||
| Q2 24 | 3.2% | 7.5% |
现金转化率GDYNMBUU
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | — | ||
| Q3 25 | 5.92× | — | ||
| Q2 25 | 2.73× | 4.50× | ||
| Q1 25 | 3.21× | 1.20× | ||
| Q4 24 | 1.56× | 12.02× | ||
| Q3 24 | 2.15× | — | ||
| Q2 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
GDYN
暂无分部数据
MBUU
| Boatand Trailer Sales | $68.1M | 36% |
| Saltwater Fishing | $65.3M | 35% |
| Cobalt | $52.6M | 28% |
| Part And Other Sales | $2.6M | 1% |
