vs
PagerDuty, Inc.（PD）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是PagerDuty, Inc.的1.1倍（$137.5M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 3.6%，领先126.1%），STRATTEC SECURITY CORP同比增速更快（5.9% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
PD vs STRT — 直观对比
营收规模更大
STRT
是对方的1.1倍
$124.5M
营收增速更快
STRT
高出1.2%
4.7%
净利率更高
PD
高出126.1%
3.6%
自由现金流更多
PD
多$12.8M
$11.3M
两年增速更快
STRT
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $137.5M |
| 净利润 | $161.6M | $4.9M |
| 毛利率 | 85.3% | 16.5% |
| 营业利润率 | 6.5% | 3.5% |
| 净利率 | 129.7% | 3.6% |
| 营收同比 | 4.7% | 5.9% |
| 净利润同比 | 2827.7% | 275.1% |
| 每股收益（稀释后） | $1.69 | $1.20 |
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PDSTRT
| Q4 25 | $124.5M | $137.5M | ||
| Q3 25 | $123.4M | $152.4M | ||
| Q2 25 | $119.8M | $152.0M | ||
| Q1 25 | $121.4M | $144.1M | ||
| Q4 24 | $118.9M | $129.9M | ||
| Q3 24 | $115.9M | $139.1M | ||
| Q2 24 | $111.2M | — | ||
| Q1 24 | $111.1M | $140.8M |
净利润PDSTRT
| Q4 25 | $161.6M | $4.9M | ||
| Q3 25 | $9.6M | $8.5M | ||
| Q2 25 | $-7.2M | $8.3M | ||
| Q1 25 | $-8.8M | $5.4M | ||
| Q4 24 | $-5.9M | $1.3M | ||
| Q3 24 | $-10.9M | $3.7M | ||
| Q2 24 | $-17.1M | — | ||
| Q1 24 | $-28.2M | $1.5M |
毛利率PDSTRT
| Q4 25 | 85.3% | 16.5% | ||
| Q3 25 | 84.6% | 17.3% | ||
| Q2 25 | 84.0% | 16.7% | ||
| Q1 25 | 83.6% | 16.0% | ||
| Q4 24 | 83.0% | 13.2% | ||
| Q3 24 | 82.7% | 13.6% | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 81.7% | 10.4% |
营业利润率PDSTRT
| Q4 25 | 6.5% | 3.5% | ||
| Q3 25 | 2.9% | 6.9% | ||
| Q2 25 | -8.6% | 5.6% | ||
| Q1 25 | -9.6% | 4.9% | ||
| Q4 24 | -8.7% | 1.6% | ||
| Q3 24 | -13.8% | 3.6% | ||
| Q2 24 | -19.5% | — | ||
| Q1 24 | -30.1% | 1.4% |
净利率PDSTRT
| Q4 25 | 129.7% | 3.6% | ||
| Q3 25 | 7.8% | 5.6% | ||
| Q2 25 | -6.0% | 5.4% | ||
| Q1 25 | -7.2% | 3.7% | ||
| Q4 24 | -5.0% | 1.0% | ||
| Q3 24 | -9.4% | 2.7% | ||
| Q2 24 | -15.4% | — | ||
| Q1 24 | -25.3% | 1.1% |
每股收益（稀释后）PDSTRT
| Q4 25 | $1.69 | $1.20 | ||
| Q3 25 | $0.10 | $2.07 | ||
| Q2 25 | $-0.07 | $2.02 | ||
| Q1 25 | $-0.12 | $1.32 | ||
| Q4 24 | $-0.07 | $0.32 | ||
| Q3 24 | $-0.14 | $0.92 | ||
| Q2 24 | $-0.26 | — | ||
| 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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $236.8M |
| 总资产 | $1.0B | $392.2M |
| 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PDSTRT
| Q4 25 | $547.8M | $99.0M | ||
| Q3 25 | $567.9M | $90.5M | ||
| Q2 25 | $597.1M | $84.6M | ||
| Q1 25 | $570.8M | $62.1M | ||
| Q4 24 | $542.2M | $42.6M | ||
| Q3 24 | $599.3M | $34.4M | ||
| Q2 24 | $592.8M | — | ||
| Q1 24 | $571.2M | $9.6M |
总债务PDSTRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDSTRT
| Q4 25 | $320.5M | $236.8M | ||
| Q3 25 | $180.7M | $230.5M | ||
| Q2 25 | $145.7M | $221.6M | ||
| Q1 25 | $129.8M | $210.7M | ||
| Q4 24 | $111.6M | $204.5M | ||
| Q3 24 | $164.7M | $203.0M | ||
| Q2 24 | $174.0M | — | ||
| Q1 24 | $171.6M | $193.8M |
总资产PDSTRT
| Q4 25 | $1.0B | $392.2M | ||
| Q3 25 | $891.5M | $390.1M | ||
| Q2 25 | $926.8M | $391.5M | ||
| Q1 25 | $927.3M | $387.4M | ||
| Q4 24 | $866.8M | $355.9M | ||
| Q3 24 | $916.0M | $366.9M | ||
| Q2 24 | $924.0M | — | ||
| Q1 24 | $925.3M | $348.5M |
负债/权益比PDSTRT
| 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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $11.3M |
| 自由现金流率自由现金流/营收 | 19.3% | 8.2% |
| 资本支出强度资本支出/营收 | 0.6% | 1.9% |
| 现金转化率经营现金流/净利润 | 0.15× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $67.8M |
8季度趋势，按日历期对齐
经营现金流PDSTRT
| Q4 25 | $24.8M | $13.9M | ||
| Q3 25 | $34.0M | $11.3M | ||
| Q2 25 | $30.7M | $30.2M | ||
| Q1 25 | $31.4M | $20.7M | ||
| Q4 24 | $22.1M | $9.4M | ||
| Q3 24 | $35.8M | $11.3M | ||
| Q2 24 | $28.6M | — | ||
| Q1 24 | $22.2M | $-309.0K |
自由现金流PDSTRT
| Q4 25 | $24.1M | $11.3M | ||
| Q3 25 | $33.1M | $9.8M | ||
| Q2 25 | $30.2M | $27.2M | ||
| Q1 25 | $30.3M | $19.6M | ||
| Q4 24 | $21.5M | $8.5M | ||
| Q3 24 | $35.1M | $9.3M | ||
| Q2 24 | $28.2M | — | ||
| Q1 24 | $21.2M | $-2.0M |
自由现金流率PDSTRT
| Q4 25 | 19.3% | 8.2% | ||
| Q3 25 | 26.8% | 6.4% | ||
| Q2 25 | 25.2% | 17.9% | ||
| Q1 25 | 24.9% | 13.6% | ||
| Q4 24 | 18.1% | 6.6% | ||
| Q3 24 | 30.3% | 6.7% | ||
| Q2 24 | 25.4% | — | ||
| Q1 24 | 19.1% | -1.4% |
资本支出强度PDSTRT
| Q4 25 | 0.6% | 1.9% | ||
| Q3 25 | 0.7% | 1.0% | ||
| Q2 25 | 0.4% | 2.0% | ||
| Q1 25 | 0.9% | 0.8% | ||
| Q4 24 | 0.5% | 0.7% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.9% | 1.2% |
现金转化率PDSTRT
| Q4 25 | 0.15× | 2.81× | ||
| Q3 25 | 3.55× | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
