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PagerDuty, Inc.（PD）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是PagerDuty, Inc.的1.8倍（$223.6M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 12.0%，领先117.8%），PagerDuty, Inc.同比增速更快（4.7% vs 0.1%），PagerDuty, Inc.自由现金流更多（$24.1M vs $9.6M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
PD vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.8倍
$124.5M
营收增速更快
PD
高出4.6%
0.1%
净利率更高
PD
高出117.8%
12.0%
自由现金流更多
PD
多$14.4M
$9.6M
两年增速更快
PD
近两年复合增速
0.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $223.6M |
| 净利润 | $161.6M | $26.7M |
| 毛利率 | 85.3% | — |
| 营业利润率 | 6.5% | 23.2% |
| 净利率 | 129.7% | 12.0% |
| 营收同比 | 4.7% | 0.1% |
| 净利润同比 | 2827.7% | -17.3% |
| 每股收益（稀释后） | $1.69 | $0.17 |
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PDVRRM
| Q1 26 | — | $223.6M | ||
| Q4 25 | $124.5M | $257.9M | ||
| Q3 25 | $123.4M | $261.9M | ||
| Q2 25 | $119.8M | $236.0M | ||
| Q1 25 | $121.4M | $223.3M | ||
| Q4 24 | $118.9M | $221.5M | ||
| Q3 24 | $115.9M | $225.6M | ||
| Q2 24 | $111.2M | $222.4M |
净利润PDVRRM
| Q1 26 | — | $26.7M | ||
| Q4 25 | $161.6M | $18.9M | ||
| Q3 25 | $9.6M | $46.8M | ||
| Q2 25 | $-7.2M | $38.6M | ||
| Q1 25 | $-8.8M | $32.3M | ||
| Q4 24 | $-5.9M | $-66.7M | ||
| Q3 24 | $-10.9M | $34.7M | ||
| Q2 24 | $-17.1M | $34.2M |
毛利率PDVRRM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率PDVRRM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 6.5% | 16.7% | ||
| Q3 25 | 2.9% | 28.6% | ||
| Q2 25 | -8.6% | 26.8% | ||
| Q1 25 | -9.6% | 25.7% | ||
| Q4 24 | -8.7% | -19.6% | ||
| Q3 24 | -13.8% | 28.3% | ||
| Q2 24 | -19.5% | 27.5% |
净利率PDVRRM
| Q1 26 | — | 12.0% | ||
| Q4 25 | 129.7% | 7.3% | ||
| Q3 25 | 7.8% | 17.9% | ||
| Q2 25 | -6.0% | 16.3% | ||
| Q1 25 | -7.2% | 14.5% | ||
| Q4 24 | -5.0% | -30.1% | ||
| Q3 24 | -9.4% | 15.4% | ||
| Q2 24 | -15.4% | 15.4% |
每股收益（稀释后）PDVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $1.69 | $0.12 | ||
| Q3 25 | $0.10 | $0.29 | ||
| Q2 25 | $-0.07 | $0.24 | ||
| Q1 25 | $-0.12 | $0.20 | ||
| Q4 24 | $-0.07 | $-0.39 | ||
| Q3 24 | $-0.14 | $0.21 | ||
| Q2 24 | $-0.26 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $320.5M | $272.0M |
| 总资产 | $1.0B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资PDVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $547.8M | $65.3M | ||
| Q3 25 | $567.9M | $196.1M | ||
| Q2 25 | $597.1M | $147.7M | ||
| Q1 25 | $570.8M | $108.5M | ||
| Q4 24 | $542.2M | $77.6M | ||
| Q3 24 | $599.3M | $206.1M | ||
| Q2 24 | $592.8M | $122.0M |
总债务PDVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | $484.5M | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益PDVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $320.5M | $293.0M | ||
| Q3 25 | $180.7M | $403.1M | ||
| Q2 25 | $145.7M | $352.1M | ||
| Q1 25 | $129.8M | $299.6M | ||
| Q4 24 | $111.6M | $265.1M | ||
| Q3 24 | $164.7M | $486.5M | ||
| Q2 24 | $174.0M | $438.6M |
总资产PDVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $891.5M | $1.8B | ||
| Q2 25 | $926.8M | $1.7B | ||
| Q1 25 | $927.3M | $1.6B | ||
| Q4 24 | $866.8M | $1.6B | ||
| Q3 24 | $916.0M | $1.9B | ||
| Q2 24 | $924.0M | $1.8B |
负债/权益比PDVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | 3.73× | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $9.6M |
| 自由现金流率自由现金流/营收 | 19.3% | 4.3% |
| 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× | 1.53× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $104.6M |
8季度趋势，按日历期对齐
经营现金流PDVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $24.8M | $40.0M | ||
| Q3 25 | $34.0M | $77.7M | ||
| Q2 25 | $30.7M | $75.1M | ||
| Q1 25 | $31.4M | $63.0M | ||
| Q4 24 | $22.1M | $40.5M | ||
| Q3 24 | $35.8M | $108.8M | ||
| Q2 24 | $28.6M | $40.0M |
自由现金流PDVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $24.1M | $5.7M | ||
| Q3 25 | $33.1M | $49.0M | ||
| Q2 25 | $30.2M | $40.3M | ||
| Q1 25 | $30.3M | $41.7M | ||
| Q4 24 | $21.5M | $21.6M | ||
| Q3 24 | $35.1M | $85.1M | ||
| Q2 24 | $28.2M | $26.0M |
自由现金流率PDVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 19.3% | 2.2% | ||
| Q3 25 | 26.8% | 18.7% | ||
| Q2 25 | 25.2% | 17.1% | ||
| Q1 25 | 24.9% | 18.7% | ||
| Q4 24 | 18.1% | 9.8% | ||
| Q3 24 | 30.3% | 37.7% | ||
| Q2 24 | 25.4% | 11.7% |
资本支出强度PDVRRM
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 13.3% | ||
| Q3 25 | 0.7% | 11.0% | ||
| Q2 25 | 0.4% | 14.8% | ||
| Q1 25 | 0.9% | 9.5% | ||
| Q4 24 | 0.5% | 8.5% | ||
| Q3 24 | 0.5% | 10.5% | ||
| Q2 24 | 0.4% | 6.3% |
现金转化率PDVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | 0.15× | 2.12× | ||
| Q3 25 | 3.55× | 1.66× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.13× | ||
| Q2 24 | — | 1.17× |
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% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
