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GRID DYNAMICS HOLDINGS, INC.（GDYN）与Ingevity Corp（NGVT）财务数据对比。点击上方公司名可切换其他公司
Ingevity Corp的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.8倍（$185.4M vs $104.1M），GRID DYNAMICS HOLDINGS, INC.净利率更高（-1.4% vs -45.6%，领先44.2%），Ingevity Corp同比增速更快（36.7% vs 3.7%），过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高（12.0% vs -26.2%）
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。
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
GDYN vs NGVT — 直观对比
营收规模更大
NGVT
是对方的1.8倍
$104.1M
营收增速更快
NGVT
高出33.1%
3.7%
净利率更高
GDYN
高出44.2%
-45.6%
两年增速更快
GDYN
近两年复合增速
-26.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.1M | $185.4M |
| 净利润 | $-1.5M | $-84.6M |
| 毛利率 | 34.8% | 41.2% |
| 营业利润率 | 61.7% | -47.7% |
| 净利率 | -1.4% | -45.6% |
| 营收同比 | 3.7% | 36.7% |
| 净利润同比 | -150.6% | -609.6% |
| 每股收益（稀释后） | $-0.02 | $-2.33 |
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GDYNNGVT
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $185.4M | ||
| Q3 25 | $104.2M | $333.1M | ||
| Q2 25 | $101.1M | $365.1M | ||
| Q1 25 | $100.4M | $284.0M | ||
| Q4 24 | $100.3M | $135.6M | ||
| Q3 24 | $87.4M | $333.8M | ||
| Q2 24 | $83.0M | $390.6M |
净利润GDYNNGVT
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $-84.6M | ||
| Q3 25 | $1.2M | $43.5M | ||
| Q2 25 | $5.3M | $-146.5M | ||
| Q1 25 | $2.9M | $20.5M | ||
| Q4 24 | $4.5M | $16.6M | ||
| Q3 24 | $4.3M | $-107.2M | ||
| Q2 24 | $-817.0K | $-283.7M |
毛利率GDYNNGVT
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 41.2% | ||
| Q3 25 | 33.3% | 40.2% | ||
| Q2 25 | 34.1% | 37.8% | ||
| Q1 25 | 36.8% | 39.9% | ||
| Q4 24 | 36.9% | 81.3% | ||
| Q3 24 | 37.4% | 39.4% | ||
| Q2 24 | 35.6% | 31.5% |
营业利润率GDYNNGVT
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | -47.7% | ||
| Q3 25 | -0.2% | 18.7% | ||
| Q2 25 | -0.1% | -39.1% | ||
| Q1 25 | -2.0% | 9.4% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.4% | 33.0% | ||
| Q2 24 | 0.0% | 25.9% |
净利率GDYNNGVT
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | -45.6% | ||
| Q3 25 | 1.1% | 13.1% | ||
| Q2 25 | 5.2% | -40.1% | ||
| Q1 25 | 2.9% | 7.2% | ||
| Q4 24 | 4.5% | 12.2% | ||
| Q3 24 | 4.9% | -32.1% | ||
| Q2 24 | -1.0% | -72.6% |
每股收益（稀释后）GDYNNGVT
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $-2.33 | ||
| Q3 25 | $0.01 | $1.18 | ||
| Q2 25 | $0.06 | $-4.02 | ||
| Q1 25 | $0.03 | $0.56 | ||
| Q4 24 | $0.06 | $0.44 | ||
| Q3 24 | $0.05 | $-2.94 | ||
| Q2 24 | $-0.01 | $-7.81 |
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 | $78.1M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $530.1M | $29.7M |
| 总资产 | $605.0M | $1.7B |
| 负债/权益比越低杠杆越低 | — | 39.10× |
8季度趋势，按日历期对齐
现金及短期投资GDYNNGVT
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $78.1M | ||
| Q3 25 | $338.6M | $83.4M | ||
| Q2 25 | $336.8M | $76.9M | ||
| Q1 25 | $325.5M | $71.5M | ||
| Q4 24 | $334.7M | $68.0M | ||
| Q3 24 | $231.3M | $135.5M | ||
| Q2 24 | $256.0M | $107.4M |
总债务GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益GDYNNGVT
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $29.7M | ||
| Q3 25 | $537.7M | $138.1M | ||
| Q2 25 | $532.2M | $120.7M | ||
| Q1 25 | $517.4M | $234.6M | ||
| Q4 24 | $517.8M | $195.2M | ||
| Q3 24 | $400.2M | $214.5M | ||
| Q2 24 | $388.4M | $284.8M |
总资产GDYNNGVT
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $1.7B | ||
| Q3 25 | $613.2M | $1.8B | ||
| Q2 25 | $608.9M | $1.9B | ||
| Q1 25 | $590.9M | $2.1B | ||
| Q4 24 | $592.2M | $2.0B | ||
| Q3 24 | $477.3M | $2.2B | ||
| Q2 24 | $443.6M | $2.3B |
负债/权益比GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 39.10× | ||
| Q3 25 | — | 8.39× | ||
| Q2 25 | — | 10.24× | ||
| Q1 25 | — | 5.68× | ||
| Q4 24 | — | 6.86× | ||
| Q3 24 | — | 6.52× | ||
| Q2 24 | — | 4.92× |
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 | — | $97.1M |
| 自由现金流经营现金流 - 资本支出 | — | $73.5M |
| 自由现金流率自由现金流/营收 | — | 39.6% |
| 资本支出强度资本支出/营收 | — | 12.7% |
| 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 | — | $273.5M |
8季度趋势，按日历期对齐
经营现金流GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $97.1M | ||
| Q3 25 | $7.0M | $129.7M | ||
| Q2 25 | $14.4M | $79.0M | ||
| Q1 25 | $9.4M | $25.4M | ||
| Q4 24 | $7.1M | $64.5M | ||
| Q3 24 | $9.2M | $46.5M | ||
| Q2 24 | $10.7M | $29.7M |
自由现金流GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $73.5M | ||
| Q3 25 | $2.9M | $117.8M | ||
| Q2 25 | $10.2M | $66.8M | ||
| Q1 25 | $6.0M | $15.4M | ||
| Q4 24 | $4.4M | $39.6M | ||
| Q3 24 | $5.9M | $28.5M | ||
| Q2 24 | $8.0M | $11.6M |
自由现金流率GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 39.6% | ||
| Q3 25 | 2.8% | 35.4% | ||
| Q2 25 | 10.1% | 18.3% | ||
| Q1 25 | 6.0% | 5.4% | ||
| Q4 24 | 4.4% | 29.2% | ||
| Q3 24 | 6.8% | 8.5% | ||
| Q2 24 | 9.7% | 3.0% |
资本支出强度GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 12.7% | ||
| Q3 25 | 3.9% | 3.6% | ||
| Q2 25 | 4.1% | 3.3% | ||
| Q1 25 | 3.3% | 3.5% | ||
| Q4 24 | 2.6% | 18.4% | ||
| Q3 24 | 3.7% | 5.4% | ||
| Q2 24 | 3.2% | 4.6% |
现金转化率GDYNNGVT
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | — | ||
| Q3 25 | 5.92× | 2.98× | ||
| Q2 25 | 2.73× | — | ||
| Q1 25 | 3.21× | 1.24× | ||
| Q4 24 | 1.56× | 3.89× | ||
| 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
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
