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GRID DYNAMICS HOLDINGS, INC.(GDYN)与Offerpad Solutions Inc.(OPAD)财务数据对比。点击上方公司名可切换其他公司
Offerpad Solutions Inc.的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.1倍($114.1M vs $104.1M),GRID DYNAMICS HOLDINGS, INC.同比增速更快(3.7% vs -34.5%),过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高(12.0% vs -36.8%)
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。
Offerpad Solutions Inc是美国知名房地产科技企业,专注于简化住宅房产交易流程,采用iBuyer模式直接向卖家收购房屋,完成翻新后挂牌出售,同时提供按揭、产权服务、灵活搬迁方案等配套服务,业务覆盖美国数十个州。
GDYN vs OPAD — 直观对比
营收规模更大
OPAD
是对方的1.1倍
$104.1M
营收增速更快
GDYN
高出38.2%
-34.5%
两年增速更快
GDYN
近两年复合增速
-36.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $104.1M | $114.1M |
| 净利润 | $-1.5M | — |
| 毛利率 | 34.8% | 7.0% |
| 营业利润率 | 61.7% | — |
| 净利率 | -1.4% | — |
| 营收同比 | 3.7% | -34.5% |
| 净利润同比 | -150.6% | 49.1% |
| 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
GDYN
OPAD
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $114.1M | ||
| Q3 25 | $104.2M | $132.7M | ||
| Q2 25 | $101.1M | $160.3M | ||
| Q1 25 | $100.4M | $160.7M | ||
| Q4 24 | $100.3M | $174.3M | ||
| Q3 24 | $87.4M | $208.1M | ||
| Q2 24 | $83.0M | $251.1M |
净利润
GDYN
OPAD
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | — | ||
| Q3 25 | $1.2M | $-11.6M | ||
| Q2 25 | $5.3M | $-10.9M | ||
| Q1 25 | $2.9M | $-15.1M | ||
| Q4 24 | $4.5M | $-17.3M | ||
| Q3 24 | $4.3M | $-13.5M | ||
| Q2 24 | $-817.0K | $-13.8M |
毛利率
GDYN
OPAD
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 7.0% | ||
| Q3 25 | 33.3% | 7.0% | ||
| Q2 25 | 34.1% | 8.9% | ||
| Q1 25 | 36.8% | 6.5% | ||
| Q4 24 | 36.9% | 6.1% | ||
| Q3 24 | 37.4% | 8.2% | ||
| Q2 24 | 35.6% | 8.7% |
营业利润率
GDYN
OPAD
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | -0.2% | -5.1% | ||
| Q2 25 | -0.1% | -4.9% | ||
| Q1 25 | -2.0% | -7.2% | ||
| Q4 24 | 1.3% | -7.8% | ||
| Q3 24 | 2.4% | -4.3% | ||
| Q2 24 | 0.0% | -3.9% |
净利率
GDYN
OPAD
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.1% | -8.7% | ||
| Q2 25 | 5.2% | -6.8% | ||
| Q1 25 | 2.9% | -9.4% | ||
| Q4 24 | 4.5% | -9.9% | ||
| Q3 24 | 4.9% | -6.5% | ||
| Q2 24 | -1.0% | -5.5% |
每股收益(稀释后)
GDYN
OPAD
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.01 | $-0.37 | ||
| Q2 25 | $0.06 | $-0.39 | ||
| Q1 25 | $0.03 | $-0.55 | ||
| Q4 24 | $0.06 | $-0.64 | ||
| Q3 24 | $0.05 | $-0.49 | ||
| 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 | $26.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $530.1M | $38.2M |
| 总资产 | $605.0M | $154.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GDYN
OPAD
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $26.5M | ||
| Q3 25 | $338.6M | $31.0M | ||
| Q2 25 | $336.8M | $22.6M | ||
| Q1 25 | $325.5M | $30.8M | ||
| Q4 24 | $334.7M | $43.0M | ||
| Q3 24 | $231.3M | $48.5M | ||
| Q2 24 | $256.0M | $56.9M |
股东权益
GDYN
OPAD
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $38.2M | ||
| Q3 25 | $537.7M | $39.9M | ||
| Q2 25 | $532.2M | $24.5M | ||
| Q1 25 | $517.4M | $34.2M | ||
| Q4 24 | $517.8M | $47.7M | ||
| Q3 24 | $400.2M | $64.7M | ||
| Q2 24 | $388.4M | $77.6M |
总资产
GDYN
OPAD
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $154.8M | ||
| Q3 25 | $613.2M | $223.5M | ||
| Q2 25 | $608.9M | $268.0M | ||
| Q1 25 | $590.9M | $274.5M | ||
| Q4 24 | $592.2M | $313.1M | ||
| Q3 24 | $477.3M | $338.5M | ||
| Q2 24 | $443.6M | $406.6M |
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 | — | $66.8M |
| 自由现金流经营现金流 - 资本支出 | — | $65.7M |
| 自由现金流率自由现金流/营收 | — | 57.6% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
GDYN
OPAD
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $66.8M | ||
| Q3 25 | $7.0M | $40.0M | ||
| Q2 25 | $14.4M | $-13.5M | ||
| Q1 25 | $9.4M | $-10.2M | ||
| Q4 24 | $7.1M | $20.8M | ||
| Q3 24 | $9.2M | $39.6M | ||
| Q2 24 | $10.7M | $-54.4M |
自由现金流
GDYN
OPAD
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $65.7M | ||
| Q3 25 | $2.9M | — | ||
| Q2 25 | $10.2M | $-13.6M | ||
| Q1 25 | $6.0M | $-11.2M | ||
| Q4 24 | $4.4M | $15.4M | ||
| Q3 24 | $5.9M | $38.7M | ||
| Q2 24 | $8.0M | $-54.4M |
自由现金流率
GDYN
OPAD
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 57.6% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 10.1% | -8.5% | ||
| Q1 25 | 6.0% | -7.0% | ||
| Q4 24 | 4.4% | 8.9% | ||
| Q3 24 | 6.8% | 18.6% | ||
| Q2 24 | 9.7% | -21.7% |
资本支出强度
GDYN
OPAD
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.9% | ||
| Q3 25 | 3.9% | 0.0% | ||
| Q2 25 | 4.1% | 0.1% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 2.6% | 3.1% | ||
| Q3 24 | 3.7% | 0.4% | ||
| Q2 24 | 3.2% | 0.0% |
现金转化率
GDYN
OPAD
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | — | ||
| Q3 25 | 5.92× | — | ||
| Q2 25 | 2.73× | — | ||
| Q1 25 | 3.21× | — | ||
| Q4 24 | 1.56× | — | ||
| 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