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GRID DYNAMICS HOLDINGS, INC.（GDYN）与微策略（MSTR）财务数据对比。点击上方公司名可切换其他公司
微策略的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.2倍（$123.0M vs $104.1M），GRID DYNAMICS HOLDINGS, INC.同比增速更快（3.7% vs 1.9%），过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高（12.0% vs 3.3%）
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。
Strategy Inc（原名为微策略）是1989年成立的美国上市企业，主营商业智能与移动软件业务，旗下产品可帮助企业分析内外部数据以支撑经营决策，还可用于移动应用开发，总部位于弗吉尼亚州泰森斯角，商业分析赛道核心竞品包括SAP等。
GDYN vs MSTR — 直观对比
营收规模更大
MSTR
是对方的1.2倍
$104.1M
营收增速更快
GDYN
高出1.8%
1.9%
两年增速更快
GDYN
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $104.1M | $123.0M |
| 净利润 | $-1.5M | — |
| 毛利率 | 34.8% | 66.1% |
| 营业利润率 | 61.7% | — |
| 净利率 | -1.4% | — |
| 营收同比 | 3.7% | 1.9% |
| 净利润同比 | -150.6% | — |
| 每股收益（稀释后） | $-0.02 | — |
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GDYNMSTR
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $123.0M | ||
| Q3 25 | $104.2M | $128.7M | ||
| Q2 25 | $101.1M | $114.5M | ||
| Q1 25 | $100.4M | $111.1M | ||
| Q4 24 | $100.3M | $120.7M | ||
| Q3 24 | $87.4M | $116.1M | ||
| Q2 24 | $83.0M | $111.4M |
净利润GDYNMSTR
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | — | ||
| Q3 25 | $1.2M | $2.8B | ||
| Q2 25 | $5.3M | $10.0B | ||
| Q1 25 | $2.9M | $-4.2B | ||
| Q4 24 | $4.5M | $-670.8M | ||
| Q3 24 | $4.3M | $-340.2M | ||
| Q2 24 | $-817.0K | $-102.6M |
毛利率GDYNMSTR
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 66.1% | ||
| Q3 25 | 33.3% | 70.5% | ||
| Q2 25 | 34.1% | 68.8% | ||
| Q1 25 | 36.8% | 69.4% | ||
| Q4 24 | 36.9% | 71.7% | ||
| Q3 24 | 37.4% | 70.4% | ||
| Q2 24 | 35.6% | 72.2% |
营业利润率GDYNMSTR
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | -0.2% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | -2.0% | -5331.4% | ||
| Q4 24 | 1.3% | -842.1% | ||
| Q3 24 | 2.4% | -372.7% | ||
| Q2 24 | 0.0% | -179.7% |
净利率GDYNMSTR
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.1% | 2164.1% | ||
| Q2 25 | 5.2% | 8752.7% | ||
| Q1 25 | 2.9% | -3797.2% | ||
| Q4 24 | 4.5% | -555.8% | ||
| Q3 24 | 4.9% | -293.1% | ||
| Q2 24 | -1.0% | -92.0% |
每股收益（稀释后）GDYNMSTR
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.01 | $8.42 | ||
| Q2 25 | $0.06 | $32.60 | ||
| Q1 25 | $0.03 | $-16.49 | ||
| Q4 24 | $0.06 | $4.49 | ||
| Q3 24 | $0.05 | $-1.72 | ||
| Q2 24 | $-0.01 | $-0.57 |
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 | $2.3B |
| 总债务越低越好 | — | $8.2B |
| 股东权益账面价值 | $530.1M | $44.1B |
| 总资产 | $605.0M | $61.6B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资GDYNMSTR
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $2.3B | ||
| Q3 25 | $338.6M | $54.3M | ||
| Q2 25 | $336.8M | $50.1M | ||
| Q1 25 | $325.5M | $60.3M | ||
| Q4 24 | $334.7M | $38.1M | ||
| Q3 24 | $231.3M | $46.3M | ||
| Q2 24 | $256.0M | $66.9M |
总债务GDYNMSTR
| Q1 26 | — | — | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.8B |
股东权益GDYNMSTR
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $44.1B | ||
| Q3 25 | $537.7M | $52.3B | ||
| Q2 25 | $532.2M | $47.5B | ||
| Q1 25 | $517.4M | $32.2B | ||
| Q4 24 | $517.8M | $18.2B | ||
| Q3 24 | $400.2M | $3.8B | ||
| Q2 24 | $388.4M | $2.8B |
总资产GDYNMSTR
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $61.6B | ||
| Q3 25 | $613.2M | $73.6B | ||
| Q2 25 | $608.9M | $64.8B | ||
| Q1 25 | $590.9M | $43.9B | ||
| Q4 24 | $592.2M | $25.8B | ||
| Q3 24 | $477.3M | $8.3B | ||
| Q2 24 | $443.6M | $7.1B |
负债/权益比GDYNMSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.36× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
