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MongoDB, Inc.（MDB）与Martin Marietta Materials（MLM）财务数据对比。点击上方公司名可切换其他公司
Martin Marietta Materials的季度营收约是MongoDB, Inc.的2.2倍（$1.4B vs $628.3M），Martin Marietta Materials净利率更高（111.1% vs -0.3%，领先111.4%），MongoDB, Inc.同比增速更快（18.7% vs 17.0%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs -12.1%）
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商，业务覆盖美国26个州、加拿大及加勒比地区，主要为道路、人行道、地基等各类基建项目提供所需原材料。
MDB vs MLM — 直观对比
营收规模更大
MLM
是对方的2.2倍
$628.3M
营收增速更快
MDB
高出1.7%
17.0%
净利率更高
MLM
高出111.4%
-0.3%
两年增速更快
MDB
近两年复合增速
-12.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $1.4B |
| 净利润 | $-2.0M | $1.5B |
| 毛利率 | 71.5% | 22.8% |
| 营业利润率 | -2.9% | 11.9% |
| 净利率 | -0.3% | 111.1% |
| 营收同比 | 18.7% | 17.0% |
| 净利润同比 | 79.5% | — |
| 每股收益（稀释后） | — | — |
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MDBMLM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $628.3M | $1.1B | ||
| Q3 25 | $591.4M | $1.8B | ||
| Q2 25 | $549.0M | $1.8B | ||
| Q1 25 | $548.4M | $1.4B | ||
| Q4 24 | $529.4M | $1.6B | ||
| Q3 24 | $478.1M | $1.9B | ||
| Q2 24 | $450.6M | $1.8B |
净利润MDBMLM
| Q1 26 | — | $1.5B | ||
| Q4 25 | $-2.0M | $279.0M | ||
| Q3 25 | $-47.0M | $414.0M | ||
| Q2 25 | $-37.6M | $328.0M | ||
| Q1 25 | $15.8M | $116.0M | ||
| Q4 24 | $-9.8M | $293.0M | ||
| Q3 24 | $-54.5M | $363.0M | ||
| Q2 24 | $-80.6M | $294.0M |
毛利率MDBMLM
| Q1 26 | — | 22.8% | ||
| Q4 25 | 71.5% | 35.0% | ||
| Q3 25 | 71.0% | 33.1% | ||
| Q2 25 | 71.2% | 30.0% | ||
| Q1 25 | 72.8% | 24.8% | ||
| Q4 24 | 74.4% | 30.0% | ||
| Q3 24 | 73.2% | 31.7% | ||
| Q2 24 | 72.8% | 29.3% |
营业利润率MDBMLM
| Q1 26 | — | 11.9% | ||
| Q4 25 | -2.9% | 24.6% | ||
| Q3 25 | -11.0% | 27.4% | ||
| Q2 25 | -9.8% | 25.3% | ||
| Q1 25 | -3.4% | 14.3% | ||
| Q4 24 | -5.3% | 24.4% | ||
| Q3 24 | -14.9% | 25.9% | ||
| Q2 24 | -21.8% | 22.6% |
净利率MDBMLM
| Q1 26 | — | 111.1% | ||
| Q4 25 | -0.3% | 24.5% | ||
| Q3 25 | -8.0% | 22.4% | ||
| Q2 25 | -6.9% | 18.1% | ||
| Q1 25 | 2.9% | 8.6% | ||
| Q4 24 | -1.8% | 18.0% | ||
| Q3 24 | -11.4% | 19.2% | ||
| Q2 24 | -17.9% | 16.7% |
每股收益（稀释后）MDBMLM
| Q1 26 | — | — | ||
| Q4 25 | — | $4.59 | ||
| Q3 25 | — | $6.85 | ||
| Q2 25 | — | $5.43 | ||
| Q1 25 | — | $1.90 | ||
| Q4 24 | — | $4.87 | ||
| Q3 24 | — | $5.91 | ||
| Q2 24 | — | $4.76 |
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 | $834.1M | $273.0M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.9B | $11.3B |
| 总资产 | $3.6B | $20.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资MDBMLM
| Q1 26 | — | $273.0M | ||
| Q4 25 | $834.1M | $67.0M | ||
| Q3 25 | $647.1M | $57.0M | ||
| Q2 25 | $657.8M | $225.0M | ||
| Q1 25 | $490.1M | $101.0M | ||
| Q4 24 | $673.1M | $670.0M | ||
| Q3 24 | $1.3B | $52.0M | ||
| Q2 24 | $815.7M | $109.0M |
总债务MDBMLM
| Q1 26 | — | $0 | ||
| Q4 25 | — | $5.3B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.3B |
股东权益MDBMLM
| Q1 26 | — | $11.3B | ||
| Q4 25 | $2.9B | $10.0B | ||
| Q3 25 | $2.9B | $9.7B | ||
| Q2 25 | $3.0B | $9.4B | ||
| Q1 25 | $2.8B | $9.1B | ||
| Q4 24 | $1.5B | $9.5B | ||
| Q3 24 | $1.4B | $9.2B | ||
| Q2 24 | $1.3B | $8.8B |
总资产MDBMLM
| Q1 26 | — | $20.5B | ||
| Q4 25 | $3.6B | $18.7B | ||
| Q3 25 | $3.5B | $18.7B | ||
| Q2 25 | $3.6B | $18.1B | ||
| Q1 25 | $3.4B | $17.7B | ||
| Q4 24 | $3.2B | $18.2B | ||
| Q3 24 | $3.1B | $16.5B | ||
| Q2 24 | $3.0B | $16.3B |
负债/权益比MDBMLM
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.49× |
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 | $143.5M | $227.0M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | — |
| 自由现金流率自由现金流/营收 | 22.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | 40.4% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | $346.3M | — |
8季度趋势，按日历期对齐
经营现金流MDBMLM
| Q1 26 | — | $227.0M | ||
| Q4 25 | $143.5M | $629.0M | ||
| Q3 25 | $72.1M | $551.0M | ||
| Q2 25 | $109.9M | $387.0M | ||
| Q1 25 | $50.5M | $218.0M | ||
| Q4 24 | $37.4M | $686.0M | ||
| Q3 24 | $-1.4M | $600.0M | ||
| Q2 24 | $63.6M | $1.0M |
自由现金流MDBMLM
| Q1 26 | — | — | ||
| Q4 25 | $141.8M | $424.0M | ||
| Q3 25 | $71.6M | $361.0M | ||
| Q2 25 | $108.3M | $208.0M | ||
| Q1 25 | $24.6M | $-15.0M | ||
| Q4 24 | $35.5M | $453.0M | ||
| Q3 24 | $-2.4M | $317.0M | ||
| Q2 24 | $63.1M | $-138.0M |
自由现金流率MDBMLM
| Q1 26 | — | — | ||
| Q4 25 | 22.6% | 37.2% | ||
| Q3 25 | 12.1% | 19.6% | ||
| Q2 25 | 19.7% | 11.5% | ||
| Q1 25 | 4.5% | -1.1% | ||
| Q4 24 | 6.7% | 27.8% | ||
| Q3 24 | -0.5% | 16.8% | ||
| Q2 24 | 14.0% | -7.8% |
资本支出强度MDBMLM
| Q1 26 | — | 40.4% | ||
| Q4 25 | 0.3% | 18.0% | ||
| Q3 25 | 0.1% | 10.3% | ||
| Q2 25 | 0.3% | 9.9% | ||
| Q1 25 | 4.7% | 17.2% | ||
| Q4 24 | 0.4% | 14.3% | ||
| Q3 24 | 0.2% | 15.0% | ||
| Q2 24 | 0.1% | 7.9% |
现金转化率MDBMLM
| Q1 26 | — | 0.15× | ||
| Q4 25 | — | 2.25× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.18× | ||
| Q1 25 | 3.19× | 1.88× | ||
| Q4 24 | — | 2.34× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 0.00× |
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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
MLM
暂无分部数据
