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PagerDuty, Inc.（PD）与Udemy, Inc.（UDMY）财务数据对比。点击上方公司名可切换其他公司
Udemy, Inc.的季度营收约是PagerDuty, Inc.的1.6倍（$194.0M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs -1.2%，领先130.9%），PagerDuty, Inc.同比增速更快（4.7% vs -3.0%），PagerDuty, Inc.自由现金流更多（$24.1M vs $15.0M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs -0.7%）
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。
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
PD vs UDMY — 直观对比
营收规模更大
UDMY
是对方的1.6倍
$124.5M
营收增速更快
PD
高出7.7%
-3.0%
净利率更高
PD
高出130.9%
-1.2%
自由现金流更多
PD
多$9.1M
$15.0M
两年增速更快
PD
近两年复合增速
-0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $194.0M |
| 净利润 | $161.6M | $-2.3M |
| 毛利率 | 85.3% | 66.0% |
| 营业利润率 | 6.5% | -1.8% |
| 净利率 | 129.7% | -1.2% |
| 营收同比 | 4.7% | -3.0% |
| 净利润同比 | 2827.7% | 76.4% |
| 每股收益（稀释后） | $1.69 | $-0.01 |
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PDUDMY
| Q4 25 | $124.5M | $194.0M | ||
| Q3 25 | $123.4M | $195.7M | ||
| Q2 25 | $119.8M | $199.9M | ||
| Q1 25 | $121.4M | $200.3M | ||
| Q4 24 | $118.9M | $199.9M | ||
| Q3 24 | $115.9M | $195.4M | ||
| Q2 24 | $111.2M | $194.4M | ||
| Q1 24 | $111.1M | $196.8M |
净利润PDUDMY
| Q4 25 | $161.6M | $-2.3M | ||
| Q3 25 | $9.6M | $1.6M | ||
| Q2 25 | $-7.2M | $6.3M | ||
| Q1 25 | $-8.8M | $-1.8M | ||
| Q4 24 | $-5.9M | $-9.9M | ||
| Q3 24 | $-10.9M | $-25.3M | ||
| Q2 24 | $-17.1M | $-31.8M | ||
| Q1 24 | $-28.2M | $-18.3M |
毛利率PDUDMY
| Q4 25 | 85.3% | 66.0% | ||
| Q3 25 | 84.6% | 65.9% | ||
| Q2 25 | 84.0% | 66.1% | ||
| Q1 25 | 83.6% | 64.6% | ||
| Q4 24 | 83.0% | 63.6% | ||
| Q3 24 | 82.7% | 63.0% | ||
| Q2 24 | 82.6% | 62.3% | ||
| Q1 24 | 81.7% | 61.2% |
营业利润率PDUDMY
| Q4 25 | 6.5% | -1.8% | ||
| Q3 25 | 2.9% | -0.1% | ||
| Q2 25 | -8.6% | 2.0% | ||
| Q1 25 | -9.6% | -2.2% | ||
| Q4 24 | -8.7% | -5.8% | ||
| Q3 24 | -13.8% | -15.1% | ||
| Q2 24 | -19.5% | -13.1% | ||
| Q1 24 | -30.1% | -11.5% |
净利率PDUDMY
| Q4 25 | 129.7% | -1.2% | ||
| Q3 25 | 7.8% | 0.8% | ||
| Q2 25 | -6.0% | 3.1% | ||
| Q1 25 | -7.2% | -0.9% | ||
| Q4 24 | -5.0% | -4.9% | ||
| Q3 24 | -9.4% | -12.9% | ||
| Q2 24 | -15.4% | -16.4% | ||
| Q1 24 | -25.3% | -9.3% |
每股收益（稀释后）PDUDMY
| Q4 25 | $1.69 | $-0.01 | ||
| Q3 25 | $0.10 | $0.01 | ||
| Q2 25 | $-0.07 | $0.04 | ||
| Q1 25 | $-0.12 | $-0.01 | ||
| Q4 24 | $-0.07 | $-0.06 | ||
| Q3 24 | $-0.14 | $-0.17 | ||
| Q2 24 | $-0.26 | $-0.21 | ||
| Q1 24 | $-0.34 | $-0.12 |
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 | $358.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $210.5M |
| 总资产 | $1.0B | $617.7M |
| 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PDUDMY
| Q4 25 | $547.8M | $358.7M | ||
| Q3 25 | $567.9M | $371.2M | ||
| Q2 25 | $597.1M | $392.0M | ||
| Q1 25 | $570.8M | $357.0M | ||
| Q4 24 | $542.2M | $354.4M | ||
| Q3 24 | $599.3M | $357.1M | ||
| Q2 24 | $592.8M | $420.9M | ||
| Q1 24 | $571.2M | $430.7M |
总债务PDUDMY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDUDMY
| Q4 25 | $320.5M | $210.5M | ||
| Q3 25 | $180.7M | $221.8M | ||
| Q2 25 | $145.7M | $233.4M | ||
| Q1 25 | $129.8M | $209.4M | ||
| Q4 24 | $111.6M | $197.4M | ||
| Q3 24 | $164.7M | $196.3M | ||
| Q2 24 | $174.0M | $252.3M | ||
| Q1 24 | $171.6M | $296.5M |
总资产PDUDMY
| Q4 25 | $1.0B | $617.7M | ||
| Q3 25 | $891.5M | $618.9M | ||
| Q2 25 | $926.8M | $644.0M | ||
| Q1 25 | $927.3M | $639.0M | ||
| Q4 24 | $866.8M | $605.6M | ||
| Q3 24 | $916.0M | $608.9M | ||
| Q2 24 | $924.0M | $671.9M | ||
| Q1 24 | $925.3M | $708.5M |
负债/权益比PDUDMY
| 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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $15.0M |
| 自由现金流率自由现金流/营收 | 19.3% | 7.7% |
| 资本支出强度资本支出/营收 | 0.6% | 0.3% |
| 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 | $81.9M |
8季度趋势，按日历期对齐
经营现金流PDUDMY
| Q4 25 | $24.8M | $15.5M | ||
| Q3 25 | $34.0M | $15.7M | ||
| Q2 25 | $30.7M | $44.2M | ||
| Q1 25 | $31.4M | $12.2M | ||
| Q4 24 | $22.1M | $9.6M | ||
| Q3 24 | $35.8M | $-6.1M | ||
| Q2 24 | $28.6M | $28.6M | ||
| Q1 24 | $22.2M | $21.0M |
自由现金流PDUDMY
| Q4 25 | $24.1M | $15.0M | ||
| Q3 25 | $33.1M | $15.1M | ||
| Q2 25 | $30.2M | $41.9M | ||
| Q1 25 | $30.3M | $9.8M | ||
| Q4 24 | $21.5M | $8.4M | ||
| Q3 24 | $35.1M | $-6.7M | ||
| Q2 24 | $28.2M | $28.2M | ||
| Q1 24 | $21.2M | $20.8M |
自由现金流率PDUDMY
| Q4 25 | 19.3% | 7.7% | ||
| Q3 25 | 26.8% | 7.7% | ||
| Q2 25 | 25.2% | 21.0% | ||
| Q1 25 | 24.9% | 4.9% | ||
| Q4 24 | 18.1% | 4.2% | ||
| Q3 24 | 30.3% | -3.4% | ||
| Q2 24 | 25.4% | 14.5% | ||
| Q1 24 | 19.1% | 10.6% |
资本支出强度PDUDMY
| Q4 25 | 0.6% | 0.3% | ||
| Q3 25 | 0.7% | 0.3% | ||
| Q2 25 | 0.4% | 1.1% | ||
| Q1 25 | 0.9% | 1.2% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.4% | 0.2% | ||
| Q1 24 | 0.9% | 0.1% |
现金转化率PDUDMY
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | 9.58× | ||
| Q2 25 | — | 7.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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% |
UDMY
暂无分部数据
