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GRID DYNAMICS HOLDINGS, INC.(GDYN)与微宏控股(MVST)财务数据对比。点击上方公司名可切换其他公司
GRID DYNAMICS HOLDINGS, INC.的季度营收约是微宏控股的1.1倍($104.1M vs $96.4M),微宏控股净利率更高(17.2% vs -1.4%,领先18.6%),GRID DYNAMICS HOLDINGS, INC.同比增速更快(3.7% vs -15.0%),过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高(12.0% vs 8.9%)
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。
微宏控股是一家电池科技企业,总部位于美国得克萨斯州斯塔福德,在纳斯达克上市。公司主要面向商用电动汽车与并网储能系统,设计、研发并生产电池组件及电池系统,目前在美国、中国、德国均设有生产基地。
GDYN vs MVST — 直观对比
营收规模更大
GDYN
是对方的1.1倍
$96.4M
营收增速更快
GDYN
高出18.7%
-15.0%
净利率更高
MVST
高出18.6%
-1.4%
两年增速更快
GDYN
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $104.1M | $96.4M |
| 净利润 | $-1.5M | $16.5M |
| 毛利率 | 34.8% | 1.0% |
| 营业利润率 | 61.7% | -42.7% |
| 净利率 | -1.4% | 17.2% |
| 营收同比 | 3.7% | -15.0% |
| 净利润同比 | -150.6% | 120.1% |
| 每股收益(稀释后) | $-0.02 | $0.19 |
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
MVST
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $96.4M | ||
| Q3 25 | $104.2M | $123.3M | ||
| Q2 25 | $101.1M | $91.3M | ||
| Q1 25 | $100.4M | $116.5M | ||
| Q4 24 | $100.3M | $113.4M | ||
| Q3 24 | $87.4M | $101.4M | ||
| Q2 24 | $83.0M | $83.7M |
净利润
GDYN
MVST
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $16.5M | ||
| Q3 25 | $1.2M | $-1.5M | ||
| Q2 25 | $5.3M | $-106.1M | ||
| Q1 25 | $2.9M | $61.8M | ||
| Q4 24 | $4.5M | $-82.3M | ||
| Q3 24 | $4.3M | $13.2M | ||
| Q2 24 | $-817.0K | $-101.6M |
毛利率
GDYN
MVST
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 1.0% | ||
| Q3 25 | 33.3% | 37.6% | ||
| Q2 25 | 34.1% | 34.7% | ||
| Q1 25 | 36.8% | 36.9% | ||
| Q4 24 | 36.9% | 36.6% | ||
| Q3 24 | 37.4% | 33.2% | ||
| Q2 24 | 35.6% | 32.5% |
营业利润率
GDYN
MVST
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | -42.7% | ||
| Q3 25 | -0.2% | 10.5% | ||
| Q2 25 | -0.1% | 17.8% | ||
| Q1 25 | -2.0% | 16.3% | ||
| Q4 24 | 1.3% | -1.2% | ||
| Q3 24 | 2.4% | 7.1% | ||
| Q2 24 | 0.0% | -118.0% |
净利率
GDYN
MVST
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | 17.2% | ||
| Q3 25 | 1.1% | -1.2% | ||
| Q2 25 | 5.2% | -116.1% | ||
| Q1 25 | 2.9% | 53.0% | ||
| Q4 24 | 4.5% | -72.6% | ||
| Q3 24 | 4.9% | 13.1% | ||
| Q2 24 | -1.0% | -121.4% |
每股收益(稀释后)
GDYN
MVST
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $0.19 | ||
| Q3 25 | $0.01 | $0.00 | ||
| Q2 25 | $0.06 | $-0.33 | ||
| Q1 25 | $0.03 | $0.05 | ||
| Q4 24 | $0.06 | $-0.24 | ||
| Q3 24 | $0.05 | $0.03 | ||
| Q2 24 | $-0.01 | $-0.32 |
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 | $105.0M |
| 总债务越低越好 | — | $13.2M |
| 股东权益账面价值 | $530.1M | $410.5M |
| 总资产 | $605.0M | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势,按日历期对齐
现金及短期投资
GDYN
MVST
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $105.0M | ||
| Q3 25 | $338.6M | $90.7M | ||
| Q2 25 | $336.8M | $99.7M | ||
| Q1 25 | $325.5M | $90.9M | ||
| Q4 24 | $334.7M | $73.0M | ||
| Q3 24 | $231.3M | $63.6M | ||
| Q2 24 | $256.0M | $68.2M |
总债务
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | — | $13.2M | ||
| Q3 25 | — | $34.4M | ||
| Q2 25 | — | $34.2M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $41.1M | ||
| Q3 24 | — | $53.4M | ||
| Q2 24 | — | $34.2M |
股东权益
GDYN
MVST
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $410.5M | ||
| Q3 25 | $537.7M | $358.1M | ||
| Q2 25 | $532.2M | $356.1M | ||
| Q1 25 | $517.4M | $454.2M | ||
| Q4 24 | $517.8M | $387.9M | ||
| Q3 24 | $400.2M | $486.1M | ||
| Q2 24 | $388.4M | $455.0M |
总资产
GDYN
MVST
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $1.0B | ||
| Q3 25 | $613.2M | $1.0B | ||
| Q2 25 | $608.9M | $1.0B | ||
| Q1 25 | $590.9M | $982.9M | ||
| Q4 24 | $592.2M | $951.9M | ||
| Q3 24 | $477.3M | $997.9M | ||
| Q2 24 | $443.6M | $961.4M |
负债/权益比
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.08× |
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 | — | $16.4M |
| 自由现金流经营现金流 - 资本支出 | — | $15.8M |
| 自由现金流率自由现金流/营收 | — | 16.4% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | $56.1M |
8季度趋势,按日历期对齐
经营现金流
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $16.4M | ||
| Q3 25 | $7.0M | $15.2M | ||
| Q2 25 | $14.4M | $37.2M | ||
| Q1 25 | $9.4M | $7.2M | ||
| Q4 24 | $7.1M | $6.1M | ||
| Q3 24 | $9.2M | $-5.4M | ||
| Q2 24 | $10.7M | $111.0K |
自由现金流
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $15.8M | ||
| Q3 25 | $2.9M | $1.2M | ||
| Q2 25 | $10.2M | $34.3M | ||
| Q1 25 | $6.0M | $4.8M | ||
| Q4 24 | $4.4M | $5.7M | ||
| Q3 24 | $5.9M | $-19.6M | ||
| Q2 24 | $8.0M | $-2.8M |
自由现金流率
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 16.4% | ||
| Q3 25 | 2.8% | 1.0% | ||
| Q2 25 | 10.1% | 37.5% | ||
| Q1 25 | 6.0% | 4.1% | ||
| Q4 24 | 4.4% | 5.1% | ||
| Q3 24 | 6.8% | -19.3% | ||
| Q2 24 | 9.7% | -3.4% |
资本支出强度
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.7% | ||
| Q3 25 | 3.9% | 11.3% | ||
| Q2 25 | 4.1% | 3.1% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 3.7% | 14.0% | ||
| Q2 24 | 3.2% | 3.5% |
现金转化率
GDYN
MVST
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | 0.99× | ||
| Q3 25 | 5.92× | — | ||
| Q2 25 | 2.73× | — | ||
| Q1 25 | 3.21× | 0.12× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 2.15× | -0.41× | ||
| 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
MVST
| Europe | $35.1M | 36% |
| CN | $32.5M | 34% |
| US | $21.5M | 22% |
| Other | $7.2M | 8% |