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PagerDuty, Inc.（PD）与通用动力（PLOW）财务数据对比。点击上方公司名可切换其他公司
通用动力的季度营收约是PagerDuty, Inc.的1.5倍（$184.5M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 7.0%，领先122.8%），通用动力同比增速更快（28.6% vs 4.7%），通用动力自由现金流更多（$92.8M vs $24.1M），过去两年通用动力的营收复合增速更高（38.9% 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。
通用动力公司是总部位于美国弗吉尼亚州雷斯顿的工业与科技企业，核心业务是研发制造各类先进军用装备，产品包括核潜艇、主战坦克、装甲战车等，同时也生产民用湾流公务机，并提供信息技术服务，是美国联邦政府前五大国防承包商之一。
PD vs PLOW — 直观对比
营收规模更大
PLOW
是对方的1.5倍
$124.5M
营收增速更快
PLOW
高出23.8%
4.7%
净利率更高
PD
高出122.8%
7.0%
自由现金流更多
PLOW
多$68.8M
$24.1M
两年增速更快
PLOW
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $184.5M |
| 净利润 | $161.6M | $12.8M |
| 毛利率 | 85.3% | 26.1% |
| 营业利润率 | 6.5% | 10.5% |
| 净利率 | 129.7% | 7.0% |
| 营收同比 | 4.7% | 28.6% |
| 净利润同比 | 2827.7% | 62.3% |
| 每股收益（稀释后） | $1.69 | $0.54 |
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PDPLOW
| Q4 25 | $124.5M | $184.5M | ||
| Q3 25 | $123.4M | $162.1M | ||
| Q2 25 | $119.8M | $194.3M | ||
| Q1 25 | $121.4M | $115.1M | ||
| Q4 24 | $118.9M | $143.5M | ||
| Q3 24 | $115.9M | $129.4M | ||
| Q2 24 | $111.2M | $199.9M | ||
| Q1 24 | $111.1M | $95.7M |
净利润PDPLOW
| Q4 25 | $161.6M | $12.8M | ||
| Q3 25 | $9.6M | $8.0M | ||
| Q2 25 | $-7.2M | $26.0M | ||
| Q1 25 | $-8.8M | $148.0K | ||
| Q4 24 | $-5.9M | $7.9M | ||
| Q3 24 | $-10.9M | $32.3M | ||
| Q2 24 | $-17.1M | $24.3M | ||
| Q1 24 | $-28.2M | $-8.4M |
毛利率PDPLOW
| Q4 25 | 85.3% | 26.1% | ||
| Q3 25 | 84.6% | 23.5% | ||
| Q2 25 | 84.0% | 31.0% | ||
| Q1 25 | 83.6% | 24.5% | ||
| Q4 24 | 83.0% | 24.9% | ||
| Q3 24 | 82.7% | 23.9% | ||
| Q2 24 | 82.6% | 30.7% | ||
| Q1 24 | 81.7% | 19.8% |
营业利润率PDPLOW
| Q4 25 | 6.5% | 10.5% | ||
| Q3 25 | 2.9% | 8.7% | ||
| Q2 25 | -8.6% | 19.0% | ||
| Q1 25 | -9.6% | 2.8% | ||
| Q4 24 | -8.7% | 9.0% | ||
| Q3 24 | -13.8% | 35.4% | ||
| Q2 24 | -19.5% | 18.2% | ||
| Q1 24 | -30.1% | -6.7% |
净利率PDPLOW
| Q4 25 | 129.7% | 7.0% | ||
| Q3 25 | 7.8% | 4.9% | ||
| Q2 25 | -6.0% | 13.4% | ||
| Q1 25 | -7.2% | 0.1% | ||
| Q4 24 | -5.0% | 5.5% | ||
| Q3 24 | -9.4% | 24.9% | ||
| Q2 24 | -15.4% | 12.2% | ||
| Q1 24 | -25.3% | -8.7% |
每股收益（稀释后）PDPLOW
| Q4 25 | $1.69 | $0.54 | ||
| Q3 25 | $0.10 | $0.33 | ||
| Q2 25 | $-0.07 | $1.09 | ||
| Q1 25 | $-0.12 | $0.00 | ||
| Q4 24 | $-0.07 | $0.35 | ||
| Q3 24 | $-0.14 | $1.36 | ||
| Q2 24 | $-0.26 | $1.02 | ||
| Q1 24 | $-0.34 | $-0.37 |
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 | — | $144.0M |
| 股东权益账面价值 | $320.5M | $281.4M |
| 总资产 | $1.0B | $626.7M |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资PDPLOW
| 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PDPLOW
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDPLOW
| Q4 25 | $320.5M | $281.4M | ||
| Q3 25 | $180.7M | $275.3M | ||
| Q2 25 | $145.7M | $273.3M | ||
| Q1 25 | $129.8M | $258.9M | ||
| Q4 24 | $111.6M | $264.2M | ||
| Q3 24 | $164.7M | $260.8M | ||
| Q2 24 | $174.0M | $236.7M | ||
| Q1 24 | $171.6M | $217.2M |
总资产PDPLOW
| Q4 25 | $1.0B | $626.7M | ||
| Q3 25 | $891.5M | $694.9M | ||
| Q2 25 | $926.8M | $671.5M | ||
| Q1 25 | $927.3M | $621.0M | ||
| Q4 24 | $866.8M | $590.0M | ||
| Q3 24 | $916.0M | $665.6M | ||
| Q2 24 | $924.0M | $617.0M | ||
| Q1 24 | $925.3M | $577.1M |
负债/权益比PDPLOW
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.56× | ||
| 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 | $95.9M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $92.8M |
| 自由现金流率自由现金流/营收 | 19.3% | 50.3% |
| 资本支出强度资本支出/营收 | 0.6% | 1.7% |
| 现金转化率经营现金流/净利润 | 0.15× | 7.47× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $63.6M |
8季度趋势，按日历期对齐
经营现金流PDPLOW
| Q4 25 | $24.8M | $95.9M | ||
| Q3 25 | $34.0M | $-8.5M | ||
| Q2 25 | $30.7M | $-11.4M | ||
| Q1 25 | $31.4M | $-1.3M | ||
| Q4 24 | $22.1M | $74.4M | ||
| Q3 24 | $35.8M | $-14.2M | ||
| Q2 24 | $28.6M | $2.5M | ||
| Q1 24 | $22.2M | $-21.6M |
自由现金流PDPLOW
| Q4 25 | $24.1M | $92.8M | ||
| Q3 25 | $33.1M | $-11.4M | ||
| Q2 25 | $30.2M | $-14.3M | ||
| Q1 25 | $30.3M | $-3.5M | ||
| Q4 24 | $21.5M | $70.2M | ||
| Q3 24 | $35.1M | $-15.2M | ||
| Q2 24 | $28.2M | $836.0K | ||
| Q1 24 | $21.2M | $-22.4M |
自由现金流率PDPLOW
| Q4 25 | 19.3% | 50.3% | ||
| Q3 25 | 26.8% | -7.1% | ||
| Q2 25 | 25.2% | -7.4% | ||
| Q1 25 | 24.9% | -3.0% | ||
| Q4 24 | 18.1% | 48.9% | ||
| Q3 24 | 30.3% | -11.8% | ||
| Q2 24 | 25.4% | 0.4% | ||
| Q1 24 | 19.1% | -23.4% |
资本支出强度PDPLOW
| Q4 25 | 0.6% | 1.7% | ||
| Q3 25 | 0.7% | 1.8% | ||
| Q2 25 | 0.4% | 1.5% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.5% | 0.8% | ||
| Q2 24 | 0.4% | 0.8% | ||
| Q1 24 | 0.9% | 0.8% |
现金转化率PDPLOW
| Q4 25 | 0.15× | 7.47× | ||
| Q3 25 | 3.55× | -1.07× | ||
| Q2 25 | — | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | — | 9.41× | ||
| Q3 24 | — | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
