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Mayville Engineering Company, Inc.（MEC）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
Mayville Engineering Company, Inc.的季度营收约是PagerDuty, Inc.的1.1倍（$134.3M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs -3.2%，领先133.0%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $10.2M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs -8.8%）
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
MEC vs PD — 直观对比
营收规模更大
MEC
是对方的1.1倍
$124.5M
营收增速更快
MEC
高出6.0%
4.7%
净利率更高
PD
高出133.0%
-3.2%
自由现金流更多
PD
多$13.9M
$10.2M
两年增速更快
PD
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $124.5M |
| 净利润 | $-4.4M | $161.6M |
| 毛利率 | 6.8% | 85.3% |
| 营业利润率 | -4.1% | 6.5% |
| 净利率 | -3.2% | 129.7% |
| 营收同比 | 10.7% | 4.7% |
| 净利润同比 | -127.3% | 2827.7% |
| 每股收益（稀释后） | $-0.22 | $1.69 |
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MECPD
| Q4 25 | $134.3M | $124.5M | ||
| Q3 25 | $144.3M | $123.4M | ||
| Q2 25 | $132.3M | $119.8M | ||
| Q1 25 | $135.6M | $121.4M | ||
| Q4 24 | $121.3M | $118.9M | ||
| Q3 24 | $135.4M | $115.9M | ||
| Q2 24 | $163.6M | $111.2M | ||
| Q1 24 | $161.3M | $111.1M |
净利润MECPD
| Q4 25 | $-4.4M | $161.6M | ||
| Q3 25 | $-2.7M | $9.6M | ||
| Q2 25 | $-1.1M | $-7.2M | ||
| Q1 25 | $20.0K | $-8.8M | ||
| Q4 24 | $16.0M | $-5.9M | ||
| Q3 24 | $3.0M | $-10.9M | ||
| Q2 24 | $3.8M | $-17.1M | ||
| Q1 24 | $3.2M | $-28.2M |
毛利率MECPD
| Q4 25 | 6.8% | 85.3% | ||
| Q3 25 | 11.0% | 84.6% | ||
| Q2 25 | 10.3% | 84.0% | ||
| Q1 25 | 11.3% | 83.6% | ||
| Q4 24 | 8.9% | 83.0% | ||
| Q3 24 | 12.6% | 82.7% | ||
| Q2 24 | 13.6% | 82.6% | ||
| Q1 24 | 13.0% | 81.7% |
营业利润率MECPD
| Q4 25 | -4.1% | 6.5% | ||
| Q3 25 | 0.0% | 2.9% | ||
| Q2 25 | 0.1% | -8.6% | ||
| Q1 25 | 1.2% | -9.6% | ||
| Q4 24 | 19.0% | -8.7% | ||
| Q3 24 | 4.2% | -13.8% | ||
| Q2 24 | 5.0% | -19.5% | ||
| Q1 24 | 4.7% | -30.1% |
净利率MECPD
| Q4 25 | -3.2% | 129.7% | ||
| Q3 25 | -1.9% | 7.8% | ||
| Q2 25 | -0.8% | -6.0% | ||
| Q1 25 | 0.0% | -7.2% | ||
| Q4 24 | 13.2% | -5.0% | ||
| Q3 24 | 2.2% | -9.4% | ||
| Q2 24 | 2.3% | -15.4% | ||
| Q1 24 | 2.0% | -25.3% |
每股收益（稀释后）MECPD
| Q4 25 | $-0.22 | $1.69 | ||
| Q3 25 | $-0.13 | $0.10 | ||
| Q2 25 | $-0.05 | $-0.07 | ||
| Q1 25 | $0.00 | $-0.12 | ||
| Q4 24 | $0.76 | $-0.07 | ||
| Q3 24 | $0.14 | $-0.14 | ||
| Q2 24 | $0.18 | $-0.26 | ||
| Q1 24 | $0.16 | $-0.34 |
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 | $1.5M | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $240.7M | $320.5M |
| 总资产 | $563.6M | $1.0B |
| 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MECPD
| Q4 25 | $1.5M | $547.8M | ||
| Q3 25 | $1.2M | $567.9M | ||
| Q2 25 | $206.0K | $597.1M | ||
| Q1 25 | $183.0K | $570.8M | ||
| Q4 24 | $206.0K | $542.2M | ||
| Q3 24 | $178.0K | $599.3M | ||
| Q2 24 | $314.0K | $592.8M | ||
| Q1 24 | $314.0K | $571.2M |
总债务MECPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
股东权益MECPD
| Q4 25 | $240.7M | $320.5M | ||
| Q3 25 | $244.8M | $180.7M | ||
| Q2 25 | $246.8M | $145.7M | ||
| Q1 25 | $250.0M | $129.8M | ||
| Q4 24 | $251.8M | $111.6M | ||
| Q3 24 | $238.4M | $164.7M | ||
| Q2 24 | $238.1M | $174.0M | ||
| Q1 24 | $234.0M | $171.6M |
总资产MECPD
| Q4 25 | $563.6M | $1.0B | ||
| Q3 25 | $585.6M | $891.5M | ||
| Q2 25 | $433.7M | $926.8M | ||
| Q1 25 | $447.7M | $927.3M | ||
| Q4 24 | $445.6M | $866.8M | ||
| Q3 24 | $466.0M | $916.0M | ||
| Q2 24 | $488.2M | $924.0M | ||
| Q1 24 | $499.9M | $925.3M |
负债/权益比MECPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $13.4M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $10.2M | $24.1M |
| 自由现金流率自由现金流/营收 | 7.6% | 19.3% |
| 资本支出强度资本支出/营收 | 2.4% | 0.6% |
| 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 | $26.9M | $117.6M |
8季度趋势，按日历期对齐
经营现金流MECPD
| Q4 25 | $13.4M | $24.8M | ||
| Q3 25 | $1.9M | $34.0M | ||
| Q2 25 | $15.0M | $30.7M | ||
| Q1 25 | $8.3M | $31.4M | ||
| Q4 24 | $38.0M | $22.1M | ||
| Q3 24 | $17.9M | $35.8M | ||
| Q2 24 | $23.3M | $28.6M | ||
| Q1 24 | $10.6M | $22.2M |
自由现金流MECPD
| Q4 25 | $10.2M | $24.1M | ||
| Q3 25 | $-1.1M | $33.1M | ||
| Q2 25 | $12.5M | $30.2M | ||
| Q1 25 | $5.4M | $30.3M | ||
| Q4 24 | $35.6M | $21.5M | ||
| Q3 24 | $15.1M | $35.1M | ||
| Q2 24 | $19.2M | $28.2M | ||
| Q1 24 | $7.8M | $21.2M |
自由现金流率MECPD
| Q4 25 | 7.6% | 19.3% | ||
| Q3 25 | -0.8% | 26.8% | ||
| Q2 25 | 9.5% | 25.2% | ||
| Q1 25 | 4.0% | 24.9% | ||
| Q4 24 | 29.4% | 18.1% | ||
| Q3 24 | 11.1% | 30.3% | ||
| Q2 24 | 11.7% | 25.4% | ||
| Q1 24 | 4.9% | 19.1% |
资本支出强度MECPD
| Q4 25 | 2.4% | 0.6% | ||
| Q3 25 | 2.1% | 0.7% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 1.9% | 0.5% | ||
| Q3 24 | 2.1% | 0.5% | ||
| Q2 24 | 2.5% | 0.4% | ||
| Q1 24 | 1.7% | 0.9% |
现金转化率MECPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | 416.65× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 6.03× | — | ||
| Q2 24 | 6.15× | — | ||
| Q1 24 | 3.28× | — |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
