vs
PagerDuty, Inc.（PD）与SunPower Inc.（SPWR）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SunPower Inc.的1.6倍（$124.5M vs $79.7M），PagerDuty, Inc.净利率更高（129.7% vs -17.8%，领先147.5%），PagerDuty, Inc.同比增速更快（4.7% vs -10.1%），过去两年SunPower Inc.的营收复合增速更高（118.7% 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。
SunPower是一家美国光伏太阳能发电系统与储能电池产品供应商，主要服务住宅客户。公司由斯坦福大学电气工程教授理查德·斯旺森于1985年创立，总部位于加利福尼亚州圣何塞。赛普拉斯半导体2002年收购该公司多数股权后推动其快速发展，SunPower最终于2005年完成上市，目前是全球光伏领域知名企业。
PD vs SPWR — 直观对比
营收规模更大
PD
是对方的1.6倍
$79.7M
营收增速更快
PD
高出14.8%
-10.1%
净利率更高
PD
高出147.5%
-17.8%
两年增速更快
SPWR
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $79.7M |
| 净利润 | $161.6M | $-14.2M |
| 毛利率 | 85.3% | 35.5% |
| 营业利润率 | 6.5% | -27.4% |
| 净利率 | 129.7% | -17.8% |
| 营收同比 | 4.7% | -10.1% |
| 净利润同比 | 2827.7% | -130.1% |
| 每股收益（稀释后） | $1.69 | $-0.05 |
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PDSPWR
| Q4 25 | $124.5M | $79.7M | ||
| Q3 25 | $123.4M | $22.0M | ||
| Q2 25 | $119.8M | $67.5M | ||
| Q1 25 | $121.4M | $82.7M | ||
| Q4 24 | $118.9M | $88.7M | ||
| Q3 24 | $115.9M | — | ||
| Q2 24 | $111.2M | — | ||
| Q1 24 | $111.1M | — |
净利润PDSPWR
| Q4 25 | $161.6M | $-14.2M | ||
| Q3 25 | $9.6M | $-16.9M | ||
| Q2 25 | $-7.2M | $-22.4M | ||
| Q1 25 | $-8.8M | $8.1M | ||
| Q4 24 | $-5.9M | $47.0M | ||
| Q3 24 | $-10.9M | — | ||
| Q2 24 | $-17.1M | — | ||
| Q1 24 | $-28.2M | — |
毛利率PDSPWR
| Q4 25 | 85.3% | 35.5% | ||
| Q3 25 | 84.6% | — | ||
| Q2 25 | 84.0% | 42.6% | ||
| Q1 25 | 83.6% | 48.5% | ||
| Q4 24 | 83.0% | 46.5% | ||
| Q3 24 | 82.7% | — | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 81.7% | — |
营业利润率PDSPWR
| Q4 25 | 6.5% | -27.4% | ||
| Q3 25 | 2.9% | -15.7% | ||
| Q2 25 | -8.6% | -4.0% | ||
| Q1 25 | -9.6% | 1.3% | ||
| Q4 24 | -8.7% | -24.2% | ||
| Q3 24 | -13.8% | — | ||
| Q2 24 | -19.5% | — | ||
| Q1 24 | -30.1% | — |
净利率PDSPWR
| Q4 25 | 129.7% | -17.8% | ||
| Q3 25 | 7.8% | -76.9% | ||
| Q2 25 | -6.0% | -33.2% | ||
| Q1 25 | -7.2% | 9.8% | ||
| Q4 24 | -5.0% | 53.0% | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | -15.4% | — | ||
| Q1 24 | -25.3% | — |
每股收益（稀释后）PDSPWR
| Q4 25 | $1.69 | $-0.05 | ||
| Q3 25 | $0.10 | $-0.19 | ||
| Q2 25 | $-0.07 | $-0.28 | ||
| Q1 25 | $-0.12 | $0.00 | ||
| Q4 24 | $-0.07 | $0.27 | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.26 | — | ||
| Q1 24 | $-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 | $9.6M |
| 总债务越低越好 | — | $164.8M |
| 股东权益账面价值 | $320.5M | $-90.1M |
| 总资产 | $1.0B | $241.2M |
| 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PDSPWR
| Q4 25 | $547.8M | $9.6M | ||
| Q3 25 | $567.9M | $5.1M | ||
| Q2 25 | $597.1M | $11.1M | ||
| Q1 25 | $570.8M | $10.6M | ||
| Q4 24 | $542.2M | $13.4M | ||
| Q3 24 | $599.3M | — | ||
| Q2 24 | $592.8M | — | ||
| Q1 24 | $571.2M | — |
总债务PDSPWR
| Q4 25 | — | $164.8M | ||
| Q3 25 | — | $204.3M | ||
| Q2 25 | — | $152.9M | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $147.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDSPWR
| Q4 25 | $320.5M | $-90.1M | ||
| Q3 25 | $180.7M | $-112.3M | ||
| Q2 25 | $145.7M | $-107.2M | ||
| Q1 25 | $129.8M | $-89.0M | ||
| Q4 24 | $111.6M | $-97.5M | ||
| Q3 24 | $164.7M | — | ||
| Q2 24 | $174.0M | — | ||
| Q1 24 | $171.6M | — |
总资产PDSPWR
| Q4 25 | $1.0B | $241.2M | ||
| Q3 25 | $891.5M | $208.3M | ||
| Q2 25 | $926.8M | $163.1M | ||
| Q1 25 | $927.3M | $147.8M | ||
| Q4 24 | $866.8M | $144.5M | ||
| Q3 24 | $916.0M | — | ||
| Q2 24 | $924.0M | — | ||
| Q1 24 | $925.3M | — |
负债/权益比PDSPWR
| 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 | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | — |
| 自由现金流率自由现金流/营收 | 19.3% | — |
| 资本支出强度资本支出/营收 | 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 | $117.6M | — |
8季度趋势，按日历期对齐
经营现金流PDSPWR
| Q4 25 | $24.8M | $-1.9M | ||
| Q3 25 | $34.0M | $-6.4M | ||
| Q2 25 | $30.7M | $-4.4M | ||
| Q1 25 | $31.4M | $-2.6M | ||
| Q4 24 | $22.1M | $-25.6M | ||
| Q3 24 | $35.8M | — | ||
| Q2 24 | $28.6M | — | ||
| Q1 24 | $22.2M | — |
自由现金流PDSPWR
| Q4 25 | $24.1M | — | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $30.2M | — | ||
| Q1 25 | $30.3M | — | ||
| Q4 24 | $21.5M | — | ||
| Q3 24 | $35.1M | — | ||
| Q2 24 | $28.2M | — | ||
| Q1 24 | $21.2M | — |
自由现金流率PDSPWR
| Q4 25 | 19.3% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 25.4% | — | ||
| Q1 24 | 19.1% | — |
资本支出强度PDSPWR
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.9% | — |
现金转化率PDSPWR
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | -0.54× | ||
| 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% |
SPWR
| Residential Solar Installation | $46.9M | 59% |
| New Homes Business | $22.7M | 29% |
| Other | $10.1M | 13% |
