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Atlassian Corp（TEAM）与Petco Health & Wellness Company, Inc.（WOOF）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Petco Health & Wellness Company, Inc.的1.1倍（$1.6B vs $1.5B），Petco Health & Wellness Company, Inc.净利率更高（0.6% vs -2.7%，领先3.3%），Atlassian Corp同比增速更快（23.3% vs -3.1%），Atlassian Corp自由现金流更多（$168.5M vs $60.6M）
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。
Petco健康与 wellness公司是美国知名宠物零售商，总部分别设于圣迭戈与圣安东尼奥。公司主营宠物食品、宠物用品及相关宠物服务，同时也售卖部分品类的活宠小型宠物，是北美宠物零售领域的老牌企业。
TEAM vs WOOF — 直观对比
营收规模更大
TEAM
是对方的1.1倍
$1.5B
营收增速更快
TEAM
高出26.4%
-3.1%
净利率更高
WOOF
高出3.3%
-2.7%
自由现金流更多
TEAM
多$107.9M
$60.6M
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.5B |
| 净利润 | $-42.6M | $9.3M |
| 毛利率 | 85.0% | 38.9% |
| 营业利润率 | -3.0% | 2.0% |
| 净利率 | -2.7% | 0.6% |
| 营收同比 | 23.3% | -3.1% |
| 净利润同比 | -11.6% | 156.0% |
| 每股收益（稀释后） | $-0.16 | $0.03 |
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TEAMWOOF
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | $1.2B | $1.7B |
净利润TEAMWOOF
| Q4 25 | $-42.6M | $9.3M | ||
| Q3 25 | $-51.9M | $14.0M | ||
| Q2 25 | $-23.9M | $-11.7M | ||
| Q1 25 | $-70.8M | $-13.8M | ||
| Q4 24 | $-38.2M | $-16.7M | ||
| Q3 24 | $-123.8M | $-24.8M | ||
| Q2 24 | — | $-46.5M | ||
| Q1 24 | $12.8M | $-22.6M |
毛利率TEAMWOOF
| Q4 25 | 85.0% | 38.9% | ||
| Q3 25 | 82.0% | 39.3% | ||
| Q2 25 | 83.1% | 38.2% | ||
| Q1 25 | 83.8% | 38.0% | ||
| Q4 24 | 82.7% | 38.1% | ||
| Q3 24 | 81.7% | 38.1% | ||
| Q2 24 | — | 37.8% | ||
| Q1 24 | 82.1% | 36.2% |
营业利润率TEAMWOOF
| Q4 25 | -3.0% | 2.0% | ||
| Q3 25 | -6.7% | 2.9% | ||
| Q2 25 | -2.1% | 1.1% | ||
| Q1 25 | -0.9% | 1.1% | ||
| Q4 24 | -4.5% | 0.3% | ||
| Q3 24 | -2.7% | 0.2% | ||
| Q2 24 | — | -1.1% | ||
| Q1 24 | 1.5% | 0.0% |
净利率TEAMWOOF
| Q4 25 | -2.7% | 0.6% | ||
| Q3 25 | -3.6% | 0.9% | ||
| Q2 25 | -1.7% | -0.8% | ||
| Q1 25 | -5.2% | -0.9% | ||
| Q4 24 | -3.0% | -1.1% | ||
| Q3 24 | -10.4% | -1.6% | ||
| Q2 24 | — | -3.0% | ||
| Q1 24 | 1.1% | -1.3% |
每股收益（稀释后）TEAMWOOF
| Q4 25 | $-0.16 | $0.03 | ||
| Q3 25 | $-0.20 | $0.05 | ||
| Q2 25 | $-0.08 | $-0.04 | ||
| Q1 25 | $-0.27 | $-0.05 | ||
| Q4 24 | $-0.15 | $-0.06 | ||
| Q3 24 | $-0.48 | $-0.09 | ||
| Q2 24 | — | $-0.17 | ||
| Q1 24 | $0.05 | $-0.09 |
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 | $1.6B | $237.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $1.2B |
| 总资产 | $6.2B | $5.2B |
| 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TEAMWOOF
| Q4 25 | $1.6B | $237.4M | ||
| Q3 25 | $2.8B | $188.7M | ||
| Q2 25 | $2.9B | $133.3M | ||
| Q1 25 | $3.0B | $165.8M | ||
| Q4 24 | $2.5B | $116.7M | ||
| Q3 24 | $2.2B | $127.6M | ||
| Q2 24 | — | $89.7M | ||
| Q1 24 | $2.1B | $125.4M |
股东权益TEAMWOOF
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | $1.1B | $1.2B |
总资产TEAMWOOF
| Q4 25 | $6.2B | $5.2B | ||
| Q3 25 | $5.7B | $5.2B | ||
| Q2 25 | $6.0B | $5.1B | ||
| Q1 25 | $5.9B | $5.2B | ||
| Q4 24 | $5.4B | $5.2B | ||
| Q3 24 | $5.0B | $5.3B | ||
| Q2 24 | — | $5.3B | ||
| Q1 24 | $5.1B | $5.4B |
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 | $177.8M | $90.1M |
| 自由现金流经营现金流 - 资本支出 | $168.5M | $60.6M |
| 自由现金流率自由现金流/营收 | 10.6% | 4.1% |
| 资本支出强度资本支出/营收 | 0.6% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 9.66× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $129.6M |
8季度趋势，按日历期对齐
经营现金流TEAMWOOF
| Q4 25 | $177.8M | $90.1M | ||
| Q3 25 | $128.7M | $85.9M | ||
| Q2 25 | $375.3M | $-15.5M | ||
| Q1 25 | $652.7M | $96.0M | ||
| Q4 24 | $351.9M | $20.7M | ||
| Q3 24 | $80.5M | $69.4M | ||
| Q2 24 | — | $-8.4M | ||
| Q1 24 | $565.4M | $47.0M |
自由现金流TEAMWOOF
| Q4 25 | $168.5M | $60.6M | ||
| Q3 25 | $114.6M | $53.8M | ||
| Q2 25 | $360.3M | $-43.9M | ||
| Q1 25 | $638.3M | $59.0M | ||
| Q4 24 | $342.6M | $-10.3M | ||
| Q3 24 | $74.3M | $42.0M | ||
| Q2 24 | — | $-41.1M | ||
| Q1 24 | $554.9M | $-2.0M |
自由现金流率TEAMWOOF
| Q4 25 | 10.6% | 4.1% | ||
| Q3 25 | 8.0% | 3.6% | ||
| Q2 25 | 26.0% | -2.9% | ||
| Q1 25 | 47.0% | 3.8% | ||
| Q4 24 | 26.6% | -0.7% | ||
| Q3 24 | 6.3% | 2.8% | ||
| Q2 24 | — | -2.7% | ||
| Q1 24 | 46.7% | -0.1% |
资本支出强度TEAMWOOF
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 1.0% | 2.2% | ||
| Q2 25 | 1.1% | 1.9% | ||
| Q1 25 | 1.1% | 2.4% | ||
| Q4 24 | 0.7% | 2.1% | ||
| Q3 24 | 0.5% | 1.8% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | 0.9% | 2.9% |
现金转化率TEAMWOOF
| Q4 25 | — | 9.66× | ||
| Q3 25 | — | 6.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 44.34× | — |
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
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
WOOF
| Consumables | $731.5M | 50% |
| Supplies And Companion Animals | $478.1M | 33% |
| Services & Other | $254.8M | 17% |
