vs
PagerDuty, Inc.（PD）与Perimeter Solutions, Inc.（PRM）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Perimeter Solutions, Inc.的1.2倍（$124.5M vs $102.8M），PagerDuty, Inc.净利率更高（129.7% vs -136.5%，领先266.2%），Perimeter Solutions, Inc.同比增速更快（19.2% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $11.6M），过去两年Perimeter Solutions, Inc.的营收复合增速更高（31.9% 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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
PD vs PRM — 直观对比
营收规模更大
PD
是对方的1.2倍
$102.8M
营收增速更快
PRM
高出14.4%
4.7%
净利率更高
PD
高出266.2%
-136.5%
自由现金流更多
PD
多$12.5M
$11.6M
两年增速更快
PRM
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $102.8M |
| 净利润 | $161.6M | $-140.2M |
| 毛利率 | 85.3% | 45.2% |
| 营业利润率 | 6.5% | -160.7% |
| 净利率 | 129.7% | -136.5% |
| 营收同比 | 4.7% | 19.2% |
| 净利润同比 | 2827.7% | -197.3% |
| 每股收益（稀释后） | $1.69 | $-0.89 |
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PDPRM
| Q4 25 | $124.5M | $102.8M | ||
| Q3 25 | $123.4M | $315.4M | ||
| Q2 25 | $119.8M | $162.6M | ||
| Q1 25 | $121.4M | $72.0M | ||
| Q4 24 | $118.9M | $86.2M | ||
| Q3 24 | $115.9M | $288.4M | ||
| Q2 24 | $111.2M | $127.3M | ||
| Q1 24 | $111.1M | $59.0M |
净利润PDPRM
| Q4 25 | $161.6M | $-140.2M | ||
| Q3 25 | $9.6M | $-90.7M | ||
| Q2 25 | $-7.2M | $-32.2M | ||
| Q1 25 | $-8.8M | $56.7M | ||
| Q4 24 | $-5.9M | $144.2M | ||
| Q3 24 | $-10.9M | $-89.2M | ||
| Q2 24 | $-17.1M | $21.6M | ||
| Q1 24 | $-28.2M | $-82.6M |
毛利率PDPRM
| Q4 25 | 85.3% | 45.2% | ||
| Q3 25 | 84.6% | 63.1% | ||
| Q2 25 | 84.0% | 62.4% | ||
| Q1 25 | 83.6% | 39.1% | ||
| Q4 24 | 83.0% | 48.6% | ||
| Q3 24 | 82.7% | 62.8% | ||
| Q2 24 | 82.6% | 57.6% | ||
| Q1 24 | 81.7% | 35.1% |
营业利润率PDPRM
| Q4 25 | 6.5% | -160.7% | ||
| Q3 25 | 2.9% | -27.7% | ||
| Q2 25 | -8.6% | -16.1% | ||
| Q1 25 | -9.6% | — | ||
| Q4 24 | -8.7% | 71.1% | ||
| Q3 24 | -13.8% | -12.2% | ||
| Q2 24 | -19.5% | 35.4% | ||
| Q1 24 | -30.1% | -126.8% |
净利率PDPRM
| Q4 25 | 129.7% | -136.5% | ||
| Q3 25 | 7.8% | -28.7% | ||
| Q2 25 | -6.0% | -19.8% | ||
| Q1 25 | -7.2% | 78.7% | ||
| Q4 24 | -5.0% | 167.2% | ||
| Q3 24 | -9.4% | -30.9% | ||
| Q2 24 | -15.4% | 17.0% | ||
| Q1 24 | -25.3% | -139.8% |
每股收益（稀释后）PDPRM
| Q4 25 | $1.69 | $-0.89 | ||
| Q3 25 | $0.10 | $-0.62 | ||
| Q2 25 | $-0.07 | $-0.22 | ||
| Q1 25 | $-0.12 | $0.36 | ||
| Q4 24 | $-0.07 | $1.00 | ||
| Q3 24 | $-0.14 | $-0.61 | ||
| Q2 24 | $-0.26 | $0.14 | ||
| Q1 24 | $-0.34 | $-0.57 |
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 | $325.9M |
| 总债务越低越好 | — | $669.1M |
| 股东权益账面价值 | $320.5M | $1.1B |
| 总资产 | $1.0B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资PDPRM
| Q4 25 | $547.8M | $325.9M | ||
| Q3 25 | $567.9M | $340.6M | ||
| Q2 25 | $597.1M | $140.7M | ||
| Q1 25 | $570.8M | $200.1M | ||
| Q4 24 | $542.2M | $198.5M | ||
| Q3 24 | $599.3M | $223.1M | ||
| Q2 24 | $592.8M | $43.2M | ||
| Q1 24 | $571.2M | $38.7M |
总债务PDPRM
| Q4 25 | — | $669.1M | ||
| Q3 25 | — | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | $484.5M | $668.1M | ||
| Q4 24 | — | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M | ||
| Q1 24 | $489.5M | $666.8M |
股东权益PDPRM
| Q4 25 | $320.5M | $1.1B | ||
| Q3 25 | $180.7M | $1.1B | ||
| Q2 25 | $145.7M | $1.2B | ||
| Q1 25 | $129.8M | $1.2B | ||
| Q4 24 | $111.6M | $1.2B | ||
| Q3 24 | $164.7M | $1.0B | ||
| Q2 24 | $174.0M | $1.1B | ||
| Q1 24 | $171.6M | $1.1B |
总资产PDPRM
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $891.5M | $2.6B | ||
| Q2 25 | $926.8M | $2.5B | ||
| Q1 25 | $927.3M | $2.4B | ||
| Q4 24 | $866.8M | $2.4B | ||
| Q3 24 | $916.0M | $2.5B | ||
| Q2 24 | $924.0M | $2.3B | ||
| Q1 24 | $925.3M | $2.3B |
负债/权益比PDPRM
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | 3.73× | 0.55× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | 2.85× | 0.63× |
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 | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $11.6M |
| 自由现金流率自由现金流/营收 | 19.3% | 11.3% |
| 资本支出强度资本支出/营收 | 0.6% | 6.8% |
| 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 | $208.6M |
8季度趋势，按日历期对齐
经营现金流PDPRM
| Q4 25 | $24.8M | $18.6M | ||
| Q3 25 | $34.0M | $198.7M | ||
| Q2 25 | $30.7M | $-2.9M | ||
| Q1 25 | $31.4M | $23.7M | ||
| Q4 24 | $22.1M | $-6.0M | ||
| Q3 24 | $35.8M | $183.0M | ||
| Q2 24 | $28.6M | $8.6M | ||
| Q1 24 | $22.2M | $2.8M |
自由现金流PDPRM
| Q4 25 | $24.1M | $11.6M | ||
| Q3 25 | $33.1M | $193.6M | ||
| Q2 25 | $30.2M | $-15.6M | ||
| Q1 25 | $30.3M | $18.9M | ||
| Q4 24 | $21.5M | $-12.4M | ||
| Q3 24 | $35.1M | $179.1M | ||
| Q2 24 | $28.2M | $5.0M | ||
| Q1 24 | $21.2M | $1.2M |
自由现金流率PDPRM
| Q4 25 | 19.3% | 11.3% | ||
| Q3 25 | 26.8% | 61.4% | ||
| Q2 25 | 25.2% | -9.6% | ||
| Q1 25 | 24.9% | 26.3% | ||
| Q4 24 | 18.1% | -14.4% | ||
| Q3 24 | 30.3% | 62.1% | ||
| Q2 24 | 25.4% | 3.9% | ||
| Q1 24 | 19.1% | 2.1% |
资本支出强度PDPRM
| Q4 25 | 0.6% | 6.8% | ||
| Q3 25 | 0.7% | 1.6% | ||
| Q2 25 | 0.4% | 7.8% | ||
| Q1 25 | 0.9% | 6.7% | ||
| Q4 24 | 0.5% | 7.5% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.4% | 2.9% | ||
| Q1 24 | 0.9% | 2.6% |
现金转化率PDPRM
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | -0.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.40× | ||
| 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% |
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
