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GRID DYNAMICS HOLDINGS, INC.（GDYN）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是GRID DYNAMICS HOLDINGS, INC.的1.5倍（$151.7M vs $104.1M），GRID DYNAMICS HOLDINGS, INC.净利率更高（-1.4% vs -5.5%，领先4.1%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 3.7%），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 12.0%）
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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
GDYN vs TARS — 直观对比
营收规模更大
TARS
是对方的1.5倍
$104.1M
营收增速更快
TARS
高出124.7%
3.7%
净利率更高
GDYN
高出4.1%
-5.5%
两年增速更快
TARS
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.1M | $151.7M |
| 净利润 | $-1.5M | $-8.4M |
| 毛利率 | 34.8% | — |
| 营业利润率 | 61.7% | -5.3% |
| 净利率 | -1.4% | -5.5% |
| 营收同比 | 3.7% | 128.4% |
| 净利润同比 | -150.6% | 63.8% |
| 每股收益（稀释后） | $-0.02 | $-0.17 |
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GDYNTARS
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $151.7M | ||
| Q3 25 | $104.2M | $118.7M | ||
| Q2 25 | $101.1M | $102.7M | ||
| Q1 25 | $100.4M | $78.3M | ||
| Q4 24 | $100.3M | $66.4M | ||
| Q3 24 | $87.4M | $48.1M | ||
| Q2 24 | $83.0M | $40.8M |
净利润GDYNTARS
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $-8.4M | ||
| Q3 25 | $1.2M | $-12.6M | ||
| Q2 25 | $5.3M | $-20.3M | ||
| Q1 25 | $2.9M | $-25.1M | ||
| Q4 24 | $4.5M | $-23.1M | ||
| Q3 24 | $4.3M | $-23.4M | ||
| Q2 24 | $-817.0K | $-33.3M |
毛利率GDYNTARS
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | — | ||
| Q3 25 | 33.3% | — | ||
| Q2 25 | 34.1% | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 35.6% | — |
营业利润率GDYNTARS
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | -5.3% | ||
| Q3 25 | -0.2% | -12.2% | ||
| Q2 25 | -0.1% | -21.6% | ||
| Q1 25 | -2.0% | -33.5% | ||
| Q4 24 | 1.3% | -36.8% | ||
| Q3 24 | 2.4% | -52.3% | ||
| Q2 24 | 0.0% | -81.6% |
净利率GDYNTARS
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | -5.5% | ||
| Q3 25 | 1.1% | -10.6% | ||
| Q2 25 | 5.2% | -19.8% | ||
| Q1 25 | 2.9% | -32.1% | ||
| Q4 24 | 4.5% | -34.8% | ||
| Q3 24 | 4.9% | -48.7% | ||
| Q2 24 | -1.0% | -81.6% |
每股收益（稀释后）GDYNTARS
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $-0.17 | ||
| Q3 25 | $0.01 | $-0.30 | ||
| Q2 25 | $0.06 | $-0.48 | ||
| Q1 25 | $0.03 | $-0.64 | ||
| Q4 24 | $0.06 | $-0.57 | ||
| Q3 24 | $0.05 | $-0.61 | ||
| Q2 24 | $-0.01 | $-0.88 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $530.1M | $343.4M |
| 总资产 | $605.0M | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资GDYNTARS
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $417.3M | ||
| Q3 25 | $338.6M | $401.8M | ||
| Q2 25 | $336.8M | $381.1M | ||
| Q1 25 | $325.5M | $407.9M | ||
| Q4 24 | $334.7M | $291.4M | ||
| Q3 24 | $231.3M | $317.0M | ||
| Q2 24 | $256.0M | $323.6M |
总债务GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M |
股东权益GDYNTARS
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $343.4M | ||
| Q3 25 | $537.7M | $335.1M | ||
| Q2 25 | $532.2M | $332.6M | ||
| Q1 25 | $517.4M | $342.5M | ||
| Q4 24 | $517.8M | $224.5M | ||
| Q3 24 | $400.2M | $237.5M | ||
| Q2 24 | $388.4M | $252.2M |
总资产GDYNTARS
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $562.2M | ||
| Q3 25 | $613.2M | $534.6M | ||
| Q2 25 | $608.9M | $495.0M | ||
| Q1 25 | $590.9M | $500.8M | ||
| Q4 24 | $592.2M | $377.0M | ||
| Q3 24 | $477.3M | $376.3M | ||
| Q2 24 | $443.6M | $376.8M |
负债/权益比GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× |
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 | — | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $19.3M | ||
| Q3 25 | $7.0M | $18.3M | ||
| Q2 25 | $14.4M | $-29.4M | ||
| Q1 25 | $9.4M | $-20.7M | ||
| Q4 24 | $7.1M | $-22.2M | ||
| Q3 24 | $9.2M | $-8.7M | ||
| Q2 24 | $10.7M | $-14.4M |
自由现金流GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $13.0M | ||
| Q3 25 | $2.9M | $16.3M | ||
| Q2 25 | $10.2M | $-30.4M | ||
| Q1 25 | $6.0M | $-21.2M | ||
| Q4 24 | $4.4M | $-22.3M | ||
| Q3 24 | $5.9M | $-8.9M | ||
| Q2 24 | $8.0M | $-15.4M |
自由现金流率GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 8.6% | ||
| Q3 25 | 2.8% | 13.8% | ||
| Q2 25 | 10.1% | -29.6% | ||
| Q1 25 | 6.0% | -27.1% | ||
| Q4 24 | 4.4% | -33.5% | ||
| Q3 24 | 6.8% | -18.6% | ||
| Q2 24 | 9.7% | -37.8% |
资本支出强度GDYNTARS
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 4.2% | ||
| Q3 25 | 3.9% | 1.6% | ||
| Q2 25 | 4.1% | 1.0% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 2.6% | 0.1% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 3.2% | 2.5% |
现金转化率GDYNTARS
| 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
