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MARINE PRODUCTS CORP（MPX）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是MARINE PRODUCTS CORP的1.9倍（$124.5M vs $64.6M），PagerDuty, Inc.净利率更高（129.7% vs 3.7%，领先126.1%），MARINE PRODUCTS CORP同比增速更快（35.0% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $4.1M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs -3.5%）
Marine Products Corp旗下的West Marine是一家总部位于美国佛罗里达州劳德代尔堡的企业，在北美地区经营247家船艇用品及渔具零售连锁店，同时运营名为蓝色未来的非营利组织，品牌旗舰店面积超5万平方英尺，于2011年11月11日在劳德代尔堡正式开业。
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。
MPX vs PD — 直观对比
营收规模更大
PD
是对方的1.9倍
$64.6M
营收增速更快
MPX
高出30.3%
4.7%
净利率更高
PD
高出126.1%
3.7%
自由现金流更多
PD
多$19.9M
$4.1M
两年增速更快
PD
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $64.6M | $124.5M |
| 净利润 | $2.4M | $161.6M |
| 毛利率 | 19.6% | 85.3% |
| 营业利润率 | 5.8% | 6.5% |
| 净利率 | 3.7% | 129.7% |
| 营收同比 | 35.0% | 4.7% |
| 净利润同比 | -44.6% | 2827.7% |
| 每股收益（稀释后） | $0.07 | $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MPXPD
| Q4 25 | $64.6M | $124.5M | ||
| Q3 25 | $53.1M | $123.4M | ||
| Q2 25 | $67.7M | $119.8M | ||
| Q1 25 | $59.0M | $121.4M | ||
| Q4 24 | $47.8M | $118.9M | ||
| Q3 24 | $49.9M | $115.9M | ||
| Q2 24 | $69.5M | $111.2M | ||
| Q1 24 | $69.3M | $111.1M |
净利润MPXPD
| Q4 25 | $2.4M | $161.6M | ||
| Q3 25 | $2.6M | $9.6M | ||
| Q2 25 | $4.2M | $-7.2M | ||
| Q1 25 | $2.2M | $-8.8M | ||
| Q4 24 | $4.3M | $-5.9M | ||
| Q3 24 | $3.4M | $-10.9M | ||
| Q2 24 | $5.6M | $-17.1M | ||
| Q1 24 | $4.6M | $-28.2M |
毛利率MPXPD
| Q4 25 | 19.6% | 85.3% | ||
| Q3 25 | 19.2% | 84.6% | ||
| Q2 25 | 19.1% | 84.0% | ||
| Q1 25 | 18.6% | 83.6% | ||
| Q4 24 | 19.2% | 83.0% | ||
| Q3 24 | 18.4% | 82.7% | ||
| Q2 24 | 18.9% | 82.6% | ||
| Q1 24 | 20.2% | 81.7% |
营业利润率MPXPD
| Q4 25 | 5.8% | 6.5% | ||
| Q3 25 | 5.4% | 2.9% | ||
| Q2 25 | 7.1% | -8.6% | ||
| Q1 25 | 4.4% | -9.6% | ||
| Q4 24 | 7.7% | -8.7% | ||
| Q3 24 | 7.2% | -13.8% | ||
| Q2 24 | 8.3% | -19.5% | ||
| Q1 24 | 7.6% | -30.1% |
净利率MPXPD
| Q4 25 | 3.7% | 129.7% | ||
| Q3 25 | 5.0% | 7.8% | ||
| Q2 25 | 6.1% | -6.0% | ||
| Q1 25 | 3.7% | -7.2% | ||
| Q4 24 | 8.9% | -5.0% | ||
| Q3 24 | 6.8% | -9.4% | ||
| Q2 24 | 8.0% | -15.4% | ||
| Q1 24 | 6.6% | -25.3% |
每股收益（稀释后）MPXPD
| Q4 25 | $0.07 | $1.69 | ||
| Q3 25 | $0.07 | $0.10 | ||
| Q2 25 | $0.12 | $-0.07 | ||
| Q1 25 | $0.06 | $-0.12 | ||
| Q4 24 | $0.13 | $-0.07 | ||
| Q3 24 | $0.10 | $-0.14 | ||
| Q2 24 | $0.14 | $-0.26 | ||
| Q1 24 | $0.13 | $-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 | — | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $125.0M | $320.5M |
| 总资产 | $147.2M | $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MPXPD
| Q4 25 | — | $547.8M | ||
| Q3 25 | — | $567.9M | ||
| Q2 25 | — | $597.1M | ||
| Q1 25 | — | $570.8M | ||
| Q4 24 | — | $542.2M | ||
| Q3 24 | — | $599.3M | ||
| Q2 24 | — | $592.8M | ||
| Q1 24 | — | $571.2M |
总债务MPXPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
股东权益MPXPD
| Q4 25 | $125.0M | $320.5M | ||
| Q3 25 | $126.3M | $180.7M | ||
| Q2 25 | $127.2M | $145.7M | ||
| Q1 25 | $126.4M | $129.8M | ||
| Q4 24 | $129.0M | $111.6M | ||
| Q3 24 | $128.8M | $164.7M | ||
| Q2 24 | $129.3M | $174.0M | ||
| Q1 24 | $151.4M | $171.6M |
总资产MPXPD
| Q4 25 | $147.2M | $1.0B | ||
| Q3 25 | $179.5M | $891.5M | ||
| Q2 25 | $173.2M | $926.8M | ||
| Q1 25 | $182.9M | $927.3M | ||
| Q4 24 | $171.2M | $866.8M | ||
| Q3 24 | $176.3M | $916.0M | ||
| Q2 24 | $175.7M | $924.0M | ||
| Q1 24 | $204.0M | $925.3M |
负债/权益比MPXPD
| 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 | $4.7M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $4.1M | $24.1M |
| 自由现金流率自由现金流/营收 | 6.4% | 19.3% |
| 资本支出强度资本支出/营收 | 0.9% | 0.6% |
| 现金转化率经营现金流/净利润 | 2.00× | 0.15× |
| 过去12个月自由现金流最近4个季度 | $14.9M | $117.6M |
8季度趋势，按日历期对齐
经营现金流MPXPD
| Q4 25 | $4.7M | $24.8M | ||
| Q3 25 | $2.6M | $34.0M | ||
| Q2 25 | $-1.6M | $30.7M | ||
| Q1 25 | $10.8M | $31.4M | ||
| Q4 24 | $4.6M | $22.1M | ||
| Q3 24 | $5.1M | $35.8M | ||
| Q2 24 | $3.8M | $28.6M | ||
| Q1 24 | $15.9M | $22.2M |
自由现金流MPXPD
| Q4 25 | $4.1M | $24.1M | ||
| Q3 25 | $2.1M | $33.1M | ||
| Q2 25 | $-2.0M | $30.2M | ||
| Q1 25 | $10.7M | $30.3M | ||
| Q4 24 | $3.6M | $21.5M | ||
| Q3 24 | $3.2M | $35.1M | ||
| Q2 24 | $3.0M | $28.2M | ||
| Q1 24 | $15.0M | $21.2M |
自由现金流率MPXPD
| Q4 25 | 6.4% | 19.3% | ||
| Q3 25 | 4.0% | 26.8% | ||
| Q2 25 | -3.0% | 25.2% | ||
| Q1 25 | 18.1% | 24.9% | ||
| Q4 24 | 7.6% | 18.1% | ||
| Q3 24 | 6.5% | 30.3% | ||
| Q2 24 | 4.4% | 25.4% | ||
| Q1 24 | 21.7% | 19.1% |
资本支出强度MPXPD
| Q4 25 | 0.9% | 0.6% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | 2.1% | 0.5% | ||
| Q3 24 | 3.8% | 0.5% | ||
| Q2 24 | 1.1% | 0.4% | ||
| Q1 24 | 1.3% | 0.9% |
现金转化率MPXPD
| Q4 25 | 2.00× | 0.15× | ||
| Q3 25 | 0.97× | 3.55× | ||
| Q2 25 | -0.39× | — | ||
| Q1 25 | 4.88× | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.51× | — | ||
| Q2 24 | 0.68× | — | ||
| Q1 24 | 3.46× | — |
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
MPX
| Boats And Accessories | $63.4M | 98% |
| Parts | $1.1M | 2% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
