vs
PagerDuty, Inc.（PD）与Texas Pacific Land Corporation（TPL）财务数据对比。点击上方公司名可切换其他公司
Texas Pacific Land Corporation的季度营收约是PagerDuty, Inc.的1.7倍（$211.6M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 58.3%，领先71.4%），Texas Pacific Land Corporation同比增速更快（13.9% vs 4.7%），过去两年Texas Pacific Land Corporation的营收复合增速更高（10.2% 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。
Texas Pacific Land Corporation（简称TPL）是一家公开上市的不动产运营企业，行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩（约3600平方公里）土地，是得州规模最大的私人土地所有者之一，前身为得克萨斯太平洋土地信托。
PD vs TPL — 直观对比
营收规模更大
TPL
是对方的1.7倍
$124.5M
营收增速更快
TPL
高出9.2%
4.7%
净利率更高
PD
高出71.4%
58.3%
两年增速更快
TPL
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $211.6M |
| 净利润 | $161.6M | $123.3M |
| 毛利率 | 85.3% | — |
| 营业利润率 | 6.5% | 70.5% |
| 净利率 | 129.7% | 58.3% |
| 营收同比 | 4.7% | 13.9% |
| 净利润同比 | 2827.7% | 4.2% |
| 每股收益（稀释后） | $1.69 | $-8.59 |
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PDTPL
| Q4 25 | $124.5M | $211.6M | ||
| Q3 25 | $123.4M | $203.1M | ||
| Q2 25 | $119.8M | $187.5M | ||
| Q1 25 | $121.4M | $196.0M | ||
| Q4 24 | $118.9M | $185.8M | ||
| Q3 24 | $115.9M | $173.6M | ||
| Q2 24 | $111.2M | $172.3M | ||
| Q1 24 | $111.1M | $174.1M |
净利润PDTPL
| Q4 25 | $161.6M | $123.3M | ||
| Q3 25 | $9.6M | $121.2M | ||
| Q2 25 | $-7.2M | $116.1M | ||
| Q1 25 | $-8.8M | $120.7M | ||
| Q4 24 | $-5.9M | $118.4M | ||
| Q3 24 | $-10.9M | $106.6M | ||
| Q2 24 | $-17.1M | $114.6M | ||
| Q1 24 | $-28.2M | $114.4M |
毛利率PDTPL
| Q4 25 | 85.3% | — | ||
| Q3 25 | 84.6% | — | ||
| Q2 25 | 84.0% | — | ||
| Q1 25 | 83.6% | — | ||
| Q4 24 | 83.0% | — | ||
| Q3 24 | 82.7% | — | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 81.7% | — |
营业利润率PDTPL
| Q4 25 | 6.5% | 70.5% | ||
| Q3 25 | 2.9% | 73.4% | ||
| Q2 25 | -8.6% | 76.6% | ||
| Q1 25 | -9.6% | 76.6% | ||
| Q4 24 | -8.7% | 76.7% | ||
| Q3 24 | -13.8% | 73.4% | ||
| Q2 24 | -19.5% | 77.3% | ||
| Q1 24 | -30.1% | 78.1% |
净利率PDTPL
| Q4 25 | 129.7% | 58.3% | ||
| Q3 25 | 7.8% | 59.7% | ||
| Q2 25 | -6.0% | 61.9% | ||
| Q1 25 | -7.2% | 61.6% | ||
| Q4 24 | -5.0% | 63.7% | ||
| Q3 24 | -9.4% | 61.4% | ||
| Q2 24 | -15.4% | 66.5% | ||
| Q1 24 | -25.3% | 65.7% |
每股收益（稀释后）PDTPL
| Q4 25 | $1.69 | $-8.59 | ||
| Q3 25 | $0.10 | $5.27 | ||
| Q2 25 | $-0.07 | $5.05 | ||
| Q1 25 | $-0.12 | $5.24 | ||
| Q4 24 | $-0.07 | $5.14 | ||
| Q3 24 | $-0.14 | $4.63 | ||
| Q2 24 | $-0.26 | $4.98 | ||
| Q1 24 | $-0.34 | $4.97 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $1.5B |
| 总资产 | $1.0B | $1.6B |
| 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PDTPL
| Q4 25 | $547.8M | $144.8M | ||
| Q3 25 | $567.9M | $531.8M | ||
| Q2 25 | $597.1M | $543.9M | ||
| Q1 25 | $570.8M | $460.4M | ||
| Q4 24 | $542.2M | $369.8M | ||
| Q3 24 | $599.3M | $533.9M | ||
| Q2 24 | $592.8M | $894.7M | ||
| Q1 24 | $571.2M | $837.1M |
总债务PDTPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDTPL
| Q4 25 | $320.5M | $1.5B | ||
| Q3 25 | $180.7M | $1.4B | ||
| Q2 25 | $145.7M | $1.3B | ||
| Q1 25 | $129.8M | $1.2B | ||
| Q4 24 | $111.6M | $1.1B | ||
| Q3 24 | $164.7M | $1.1B | ||
| Q2 24 | $174.0M | $1.2B | ||
| Q1 24 | $171.6M | $1.1B |
总资产PDTPL
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $891.5M | $1.5B | ||
| Q2 25 | $926.8M | $1.4B | ||
| Q1 25 | $927.3M | $1.4B | ||
| Q4 24 | $866.8M | $1.2B | ||
| Q3 24 | $916.0M | $1.2B | ||
| Q2 24 | $924.0M | $1.3B | ||
| Q1 24 | $925.3M | $1.3B |
负债/权益比PDTPL
| 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 | $113.7M |
| 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× | 0.92× |
| 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PDTPL
| Q4 25 | $24.8M | $113.7M | ||
| Q3 25 | $34.0M | $154.6M | ||
| Q2 25 | $30.7M | $120.9M | ||
| Q1 25 | $31.4M | $156.7M | ||
| Q4 24 | $22.1M | $126.6M | ||
| Q3 24 | $35.8M | $118.6M | ||
| Q2 24 | $28.6M | $98.3M | ||
| Q1 24 | $22.2M | $147.2M |
自由现金流PDTPL
| 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PDTPL
| 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PDTPL
| 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PDTPL
| Q4 25 | 0.15× | 0.92× | ||
| Q3 25 | 3.55× | 1.28× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.30× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.11× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | 1.29× |
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% |
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |
