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PagerDuty, Inc.（PD）与Tecnoglass Inc.（TGLS）财务数据对比。点击上方公司名可切换其他公司
Tecnoglass Inc.的季度营收约是PagerDuty, Inc.的2.0倍（$245.3M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 10.6%，领先119.1%），PagerDuty, Inc.同比增速更快（4.7% vs 2.4%），PagerDuty, Inc.自由现金流更多（$24.1M vs $11.4M），过去两年Tecnoglass Inc.的营收复合增速更高（12.8% 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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
PD vs TGLS — 直观对比
营收规模更大
TGLS
是对方的2.0倍
$124.5M
营收增速更快
PD
高出2.3%
2.4%
净利率更高
PD
高出119.1%
10.6%
自由现金流更多
PD
多$12.6M
$11.4M
两年增速更快
TGLS
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $245.3M |
| 净利润 | $161.6M | $26.1M |
| 毛利率 | 85.3% | 40.0% |
| 营业利润率 | 6.5% | 18.3% |
| 净利率 | 129.7% | 10.6% |
| 营收同比 | 4.7% | 2.4% |
| 净利润同比 | 2827.7% | -44.5% |
| 每股收益（稀释后） | $1.69 | $0.57 |
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PDTGLS
| Q4 25 | $124.5M | $245.3M | ||
| Q3 25 | $123.4M | $260.5M | ||
| Q2 25 | $119.8M | $255.5M | ||
| Q1 25 | $121.4M | $222.3M | ||
| Q4 24 | $118.9M | $239.6M | ||
| Q3 24 | $115.9M | $238.3M | ||
| Q2 24 | $111.2M | $219.7M | ||
| Q1 24 | $111.1M | $192.6M |
净利润PDTGLS
| Q4 25 | $161.6M | $26.1M | ||
| Q3 25 | $9.6M | $47.2M | ||
| Q2 25 | $-7.2M | $44.1M | ||
| Q1 25 | $-8.8M | $42.2M | ||
| Q4 24 | $-5.9M | $47.0M | ||
| Q3 24 | $-10.9M | $49.5M | ||
| Q2 24 | $-17.1M | $35.0M | ||
| Q1 24 | $-28.2M | $29.7M |
毛利率PDTGLS
| Q4 25 | 85.3% | 40.0% | ||
| Q3 25 | 84.6% | 42.7% | ||
| Q2 25 | 84.0% | 44.7% | ||
| Q1 25 | 83.6% | 43.9% | ||
| Q4 24 | 83.0% | 44.5% | ||
| Q3 24 | 82.7% | 45.8% | ||
| Q2 24 | 82.6% | 40.8% | ||
| Q1 24 | 81.7% | 38.8% |
营业利润率PDTGLS
| Q4 25 | 6.5% | 18.3% | ||
| Q3 25 | 2.9% | 25.1% | ||
| Q2 25 | -8.6% | 24.0% | ||
| Q1 25 | -9.6% | 26.7% | ||
| Q4 24 | -8.7% | 28.0% | ||
| Q3 24 | -13.8% | 28.4% | ||
| Q2 24 | -19.5% | 23.3% | ||
| Q1 24 | -30.1% | 21.3% |
净利率PDTGLS
| Q4 25 | 129.7% | 10.6% | ||
| Q3 25 | 7.8% | 18.1% | ||
| Q2 25 | -6.0% | 17.3% | ||
| Q1 25 | -7.2% | 19.0% | ||
| Q4 24 | -5.0% | 19.6% | ||
| Q3 24 | -9.4% | 20.8% | ||
| Q2 24 | -15.4% | 15.9% | ||
| Q1 24 | -25.3% | 15.4% |
每股收益（稀释后）PDTGLS
| Q4 25 | $1.69 | $0.57 | ||
| Q3 25 | $0.10 | $1.01 | ||
| Q2 25 | $-0.07 | $0.94 | ||
| Q1 25 | $-0.12 | $0.90 | ||
| Q4 24 | $-0.07 | $1.00 | ||
| Q3 24 | $-0.14 | $1.05 | ||
| Q2 24 | $-0.26 | $0.75 | ||
| Q1 24 | $-0.34 | $0.63 |
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 | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | $320.5M | $713.1M |
| 总资产 | $1.0B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资PDTGLS
| Q4 25 | $547.8M | $104.1M | ||
| Q3 25 | $567.9M | $127.1M | ||
| Q2 25 | $597.1M | $140.9M | ||
| Q1 25 | $570.8M | $160.2M | ||
| Q4 24 | $542.2M | $137.5M | ||
| Q3 24 | $599.3M | $124.8M | ||
| Q2 24 | $592.8M | $129.5M | ||
| Q1 24 | $571.2M | $138.8M |
总债务PDTGLS
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | $484.5M | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M | ||
| Q1 24 | $489.5M | $160.9M |
股东权益PDTGLS
| Q4 25 | $320.5M | $713.1M | ||
| Q3 25 | $180.7M | $764.0M | ||
| Q2 25 | $145.7M | $736.0M | ||
| Q1 25 | $129.8M | $685.1M | ||
| Q4 24 | $111.6M | $631.2M | ||
| Q3 24 | $164.7M | $613.3M | ||
| Q2 24 | $174.0M | $574.8M | ||
| Q1 24 | $171.6M | $573.6M |
总资产PDTGLS
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $891.5M | $1.2B | ||
| Q2 25 | $926.8M | $1.2B | ||
| Q1 25 | $927.3M | $1.1B | ||
| Q4 24 | $866.8M | $1.0B | ||
| Q3 24 | $916.0M | $996.3M | ||
| Q2 24 | $924.0M | $942.5M | ||
| Q1 24 | $925.3M | $981.6M |
负债/权益比PDTGLS
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | 3.73× | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× | ||
| Q1 24 | 2.85× | 0.28× |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $11.4M |
| 自由现金流率自由现金流/营收 | 19.3% | 4.7% |
| 资本支出强度资本支出/营收 | 0.6% | 8.0% |
| 现金转化率经营现金流/净利润 | 0.15× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $34.5M |
8季度趋势，按日历期对齐
经营现金流PDTGLS
| Q4 25 | $24.8M | $31.0M | ||
| Q3 25 | $34.0M | $40.0M | ||
| Q2 25 | $30.7M | $17.9M | ||
| Q1 25 | $31.4M | $46.9M | ||
| Q4 24 | $22.1M | $61.1M | ||
| Q3 24 | $35.8M | $41.5M | ||
| Q2 24 | $28.6M | $34.5M | ||
| Q1 24 | $22.2M | $33.4M |
自由现金流PDTGLS
| Q4 25 | $24.1M | $11.4M | ||
| Q3 25 | $33.1M | $21.2M | ||
| Q2 25 | $30.2M | $-14.7M | ||
| Q1 25 | $30.3M | $16.5M | ||
| Q4 24 | $21.5M | $35.4M | ||
| Q3 24 | $35.1M | $17.8M | ||
| Q2 24 | $28.2M | $14.2M | ||
| Q1 24 | $21.2M | $23.6M |
自由现金流率PDTGLS
| Q4 25 | 19.3% | 4.7% | ||
| Q3 25 | 26.8% | 8.2% | ||
| Q2 25 | 25.2% | -5.7% | ||
| Q1 25 | 24.9% | 7.4% | ||
| Q4 24 | 18.1% | 14.8% | ||
| Q3 24 | 30.3% | 7.5% | ||
| Q2 24 | 25.4% | 6.5% | ||
| Q1 24 | 19.1% | 12.2% |
资本支出强度PDTGLS
| Q4 25 | 0.6% | 8.0% | ||
| Q3 25 | 0.7% | 7.2% | ||
| Q2 25 | 0.4% | 12.7% | ||
| Q1 25 | 0.9% | 13.7% | ||
| Q4 24 | 0.5% | 10.7% | ||
| Q3 24 | 0.5% | 9.9% | ||
| Q2 24 | 0.4% | 9.2% | ||
| Q1 24 | 0.9% | 5.1% |
现金转化率PDTGLS
| Q4 25 | 0.15× | 1.19× | ||
| Q3 25 | 3.55× | 0.85× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 1.13× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
