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PagerDuty, Inc.（PD）与Planet Labs PBC（PL）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Planet Labs PBC的1.5倍（$124.5M vs $81.3M），PagerDuty, Inc.净利率更高（129.7% vs -72.8%，领先202.6%），Planet Labs PBC同比增速更快（32.6% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs 5.9%）
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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
PD vs PL — 直观对比
营收规模更大
PD
是对方的1.5倍
$81.3M
营收增速更快
PL
高出27.9%
4.7%
净利率更高
PD
高出202.6%
-72.8%
自由现金流更多
PD
多$22.2M
$1.9M
两年增速更快
PL
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $81.3M |
| 净利润 | $161.6M | $-59.2M |
| 毛利率 | 85.3% | 57.3% |
| 营业利润率 | 6.5% | -22.6% |
| 净利率 | 129.7% | -72.8% |
| 营收同比 | 4.7% | 32.6% |
| 净利润同比 | 2827.7% | -194.7% |
| 每股收益（稀释后） | $1.69 | $-0.19 |
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PDPL
| Q4 25 | $124.5M | $81.3M | ||
| Q3 25 | $123.4M | $73.4M | ||
| Q2 25 | $119.8M | $66.3M | ||
| Q1 25 | $121.4M | $61.6M | ||
| Q4 24 | $118.9M | $61.3M | ||
| Q3 24 | $115.9M | $61.1M | ||
| Q2 24 | $111.2M | $60.4M | ||
| Q1 24 | $111.1M | $58.9M |
净利润PDPL
| Q4 25 | $161.6M | $-59.2M | ||
| Q3 25 | $9.6M | $-22.6M | ||
| Q2 25 | $-7.2M | $-12.6M | ||
| Q1 25 | $-8.8M | $-35.2M | ||
| Q4 24 | $-5.9M | $-20.1M | ||
| Q3 24 | $-10.9M | $-38.7M | ||
| Q2 24 | $-17.1M | $-29.3M | ||
| Q1 24 | $-28.2M | $-30.1M |
毛利率PDPL
| Q4 25 | 85.3% | 57.3% | ||
| Q3 25 | 84.6% | 57.6% | ||
| Q2 25 | 84.0% | 55.2% | ||
| Q1 25 | 83.6% | 62.1% | ||
| Q4 24 | 83.0% | 61.2% | ||
| Q3 24 | 82.7% | 52.9% | ||
| Q2 24 | 82.6% | 52.4% | ||
| Q1 24 | 81.7% | 55.2% |
营业利润率PDPL
| Q4 25 | 6.5% | -22.6% | ||
| Q3 25 | 2.9% | -24.5% | ||
| Q2 25 | -8.6% | -34.4% | ||
| Q1 25 | -9.6% | -31.5% | ||
| Q4 24 | -8.7% | -36.9% | ||
| Q3 24 | -13.8% | -64.8% | ||
| Q2 24 | -19.5% | -57.2% | ||
| Q1 24 | -30.1% | -57.6% |
净利率PDPL
| Q4 25 | 129.7% | -72.8% | ||
| Q3 25 | 7.8% | -30.8% | ||
| Q2 25 | -6.0% | -19.1% | ||
| Q1 25 | -7.2% | -57.1% | ||
| Q4 24 | -5.0% | -32.8% | ||
| Q3 24 | -9.4% | -63.3% | ||
| Q2 24 | -15.4% | -48.5% | ||
| Q1 24 | -25.3% | -51.1% |
每股收益（稀释后）PDPL
| Q4 25 | $1.69 | $-0.19 | ||
| Q3 25 | $0.10 | $-0.07 | ||
| Q2 25 | $-0.07 | $-0.04 | ||
| Q1 25 | $-0.12 | $-0.12 | ||
| Q4 24 | $-0.07 | $-0.07 | ||
| Q3 24 | $-0.14 | $-0.13 | ||
| Q2 24 | $-0.26 | $-0.10 | ||
| Q1 24 | $-0.34 | $-0.10 |
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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $349.6M |
| 总资产 | $1.0B | $1.1B |
| 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PDPL
| Q4 25 | $547.8M | $443.3M | ||
| Q3 25 | $567.9M | $181.1M | ||
| Q2 25 | $597.1M | $133.5M | ||
| Q1 25 | $570.8M | $118.0M | ||
| Q4 24 | $542.2M | $139.0M | ||
| Q3 24 | $599.3M | $148.3M | ||
| Q2 24 | $592.8M | $107.4M | ||
| Q1 24 | $571.2M | $83.9M |
总债务PDPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDPL
| Q4 25 | $320.5M | $349.6M | ||
| Q3 25 | $180.7M | $435.7M | ||
| Q2 25 | $145.7M | $444.8M | ||
| Q1 25 | $129.8M | $441.3M | ||
| Q4 24 | $111.6M | $464.6M | ||
| Q3 24 | $164.7M | $473.2M | ||
| Q2 24 | $174.0M | $500.3M | ||
| Q1 24 | $171.6M | $518.0M |
总资产PDPL
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $891.5M | $696.4M | ||
| Q2 25 | $926.8M | $658.4M | ||
| Q1 25 | $927.3M | $633.8M | ||
| Q4 24 | $866.8M | $630.8M | ||
| Q3 24 | $916.0M | $658.4M | ||
| Q2 24 | $924.0M | $674.6M | ||
| Q1 24 | $925.3M | $702.0M |
负债/权益比PDPL
| 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 | $24.8M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $1.9M |
| 自由现金流率自由现金流/营收 | 19.3% | 2.3% |
| 资本支出强度资本支出/营收 | 0.6% | 32.9% |
| 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 | $117.6M | $40.7M |
8季度趋势，按日历期对齐
经营现金流PDPL
| Q4 25 | $24.8M | $28.6M | ||
| Q3 25 | $34.0M | $67.8M | ||
| Q2 25 | $30.7M | $17.3M | ||
| Q1 25 | $31.4M | $-6.3M | ||
| Q4 24 | $22.1M | $4.1M | ||
| Q3 24 | $35.8M | $-7.9M | ||
| Q2 24 | $28.6M | $-4.3M | ||
| Q1 24 | $22.2M | $-6.8M |
自由现金流PDPL
| Q4 25 | $24.1M | $1.9M | ||
| Q3 25 | $33.1M | $47.5M | ||
| Q2 25 | $30.2M | $9.2M | ||
| Q1 25 | $30.3M | $-17.9M | ||
| Q4 24 | $21.5M | $-3.6M | ||
| Q3 24 | $35.1M | $-23.0M | ||
| Q2 24 | $28.2M | $-14.2M | ||
| Q1 24 | $21.2M | $-15.7M |
自由现金流率PDPL
| Q4 25 | 19.3% | 2.3% | ||
| Q3 25 | 26.8% | 64.7% | ||
| Q2 25 | 25.2% | 13.9% | ||
| Q1 25 | 24.9% | -29.1% | ||
| Q4 24 | 18.1% | -5.8% | ||
| Q3 24 | 30.3% | -37.6% | ||
| Q2 24 | 25.4% | -23.6% | ||
| Q1 24 | 19.1% | -26.7% |
资本支出强度PDPL
| Q4 25 | 0.6% | 32.9% | ||
| Q3 25 | 0.7% | 27.6% | ||
| Q2 25 | 0.4% | 12.3% | ||
| Q1 25 | 0.9% | 18.9% | ||
| Q4 24 | 0.5% | 12.5% | ||
| Q3 24 | 0.5% | 24.8% | ||
| Q2 24 | 0.4% | 16.4% | ||
| Q1 24 | 0.9% | 15.1% |
现金转化率PDPL
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
