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Primo Brands Corp（PRMB）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是Primo Brands Corp的1.1倍（$1.8B vs $1.6B），Primo Brands Corp净利率更高（1.7% vs -5.5%，领先7.2%），Atlassian Corp同比增速更快（31.7% vs 0.8%），过去两年Atlassian Corp的营收复合增速更高（22.6% vs 19.7%）
Primo Brands Corp是一家美加合资饮用水企业，主营多规格桶装水、饮水机、自助补水设备及净水家电，总部位于美国佛罗里达州坦帕市，服务覆盖美国、加拿大、欧洲及以色列的住宅与商业客户。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
PRMB vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.1倍
$1.6B
营收增速更快
TEAM
高出30.9%
0.8%
净利率更高
PRMB
高出7.2%
-5.5%
两年增速更快
TEAM
近两年复合增速
19.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.8B |
| 净利润 | $27.3M | $-98.4M |
| 毛利率 | 28.6% | 85.3% |
| 营业利润率 | 8.5% | 11.6% |
| 净利率 | 1.7% | -5.5% |
| 营收同比 | 0.8% | 31.7% |
| 净利润同比 | -4.9% | -39.0% |
| 每股收益（稀释后） | $0.07 | $-0.38 |
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PRMBTEAM
| Q1 26 | $1.6B | $1.8B | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $0 | $1.2B | ||
| Q2 24 | $1.3B | — |
净利润PRMBTEAM
| Q1 26 | $27.3M | $-98.4M | ||
| Q4 25 | $-13.0M | $-42.6M | ||
| Q3 25 | $16.8M | $-51.9M | ||
| Q2 25 | $27.6M | $-23.9M | ||
| Q1 25 | $28.7M | $-70.8M | ||
| Q4 24 | — | $-38.2M | ||
| Q3 24 | $-2.0K | $-123.8M | ||
| Q2 24 | $54.5M | — |
毛利率PRMBTEAM
| Q1 26 | 28.6% | 85.3% | ||
| Q4 25 | 27.7% | 85.0% | ||
| Q3 25 | 29.9% | 82.0% | ||
| Q2 25 | 31.3% | 83.1% | ||
| Q1 25 | 32.3% | 83.8% | ||
| Q4 24 | — | 82.7% | ||
| Q3 24 | — | 81.7% | ||
| Q2 24 | 32.7% | — |
营业利润率PRMBTEAM
| Q1 26 | 8.5% | 11.6% | ||
| Q4 25 | 1.2% | -3.0% | ||
| Q3 25 | 8.3% | -6.7% | ||
| Q2 25 | 6.5% | -2.1% | ||
| Q1 25 | 9.5% | -0.9% | ||
| Q4 24 | — | -4.5% | ||
| Q3 24 | — | -2.7% | ||
| Q2 24 | 12.1% | — |
净利率PRMBTEAM
| Q1 26 | 1.7% | -5.5% | ||
| Q4 25 | -0.8% | -2.7% | ||
| Q3 25 | 1.0% | -3.6% | ||
| Q2 25 | 1.6% | -1.7% | ||
| Q1 25 | 1.8% | -5.2% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | — | -10.4% | ||
| Q2 24 | 4.1% | — |
每股收益（稀释后）PRMBTEAM
| Q1 26 | $0.07 | $-0.38 | ||
| Q4 25 | $-0.03 | $-0.16 | ||
| Q3 25 | $0.04 | $-0.20 | ||
| Q2 25 | $0.07 | $-0.08 | ||
| Q1 25 | $0.08 | $-0.27 | ||
| Q4 24 | — | $-0.15 | ||
| Q3 24 | $-20.00 | $-0.48 | ||
| Q2 24 | $0.25 | — |
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 | — | $1.1B |
| 总债务越低越好 | $5.2B | $989.1M |
| 股东权益账面价值 | $3.0B | $879.0M |
| 总资产 | $10.6B | $5.7B |
| 负债/权益比越低杠杆越低 | 1.74× | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资PRMBTEAM
| Q1 26 | — | $1.1B | ||
| Q4 25 | $376.7M | $1.6B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | — |
总债务PRMBTEAM
| Q1 26 | $5.2B | $989.1M | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PRMBTEAM
| Q1 26 | $3.0B | $879.0M | ||
| Q4 25 | $3.0B | $1.6B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $-2.0K | $1.0B | ||
| Q2 24 | $-296.8M | — |
总资产PRMBTEAM
| Q1 26 | $10.6B | $5.7B | ||
| Q4 25 | $10.6B | $6.2B | ||
| Q3 25 | $11.0B | $5.7B | ||
| Q2 25 | $11.0B | $6.0B | ||
| Q1 25 | $11.0B | $5.9B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | $0 | $5.0B | ||
| Q2 24 | — | — |
负债/权益比PRMBTEAM
| Q1 26 | 1.74× | 1.13× | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.61× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $103.8M | $567.5M |
| 自由现金流经营现金流 - 资本支出 | — | $561.3M |
| 自由现金流率自由现金流/营收 | — | 31.4% |
| 资本支出强度资本支出/营收 | 2.9% | 0.3% |
| 现金转化率经营现金流/净利润 | 3.80× | — |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流PRMBTEAM
| Q1 26 | $103.8M | $567.5M | ||
| Q4 25 | $203.1M | $177.8M | ||
| Q3 25 | $283.4M | $128.7M | ||
| Q2 25 | $155.0M | $375.3M | ||
| Q1 25 | $38.8M | $652.7M | ||
| Q4 24 | — | $351.9M | ||
| Q3 24 | $0 | $80.5M | ||
| Q2 24 | $102.5M | — |
自由现金流PRMBTEAM
| Q1 26 | — | $561.3M | ||
| Q4 25 | $57.3M | $168.5M | ||
| Q3 25 | $167.7M | $114.6M | ||
| Q2 25 | $101.1M | $360.3M | ||
| Q1 25 | $-23.2M | $638.3M | ||
| Q4 24 | — | $342.6M | ||
| Q3 24 | — | $74.3M | ||
| Q2 24 | $61.4M | — |
自由现金流率PRMBTEAM
| Q1 26 | — | 31.4% | ||
| Q4 25 | 3.7% | 10.6% | ||
| Q3 25 | 9.5% | 8.0% | ||
| Q2 25 | 5.8% | 26.0% | ||
| Q1 25 | -1.4% | 47.0% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | 4.7% | — |
资本支出强度PRMBTEAM
| Q1 26 | 2.9% | 0.3% | ||
| Q4 25 | 9.4% | 0.6% | ||
| Q3 25 | 6.6% | 1.0% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 3.8% | 1.1% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | 3.1% | — |
现金转化率PRMBTEAM
| Q1 26 | 3.80× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.87× | — | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 1.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.88× | — |
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
PRMB
| Regional spring water | $801.2M | 49% |
| Purified water | $511.2M | 31% |
| Other | $208.2M | 13% |
| Premium water | $105.5M | 6% |
TEAM
| Cloud | $1.1B | 63% |
| Data Center | $560.7M | 31% |
| Marketplace and other (1) | $93.8M | 5% |
