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Dynatrace, Inc.

Dynatrace, Inc.

NYSE•DT
CEO: Mr. Rick M. McConnell
セクター: Technology
業種: Software - Application
上場日: 2019-08-01
Dynatrace, Inc. provides a security platform for multicloud environments in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates Dynatrace, a security platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, log management and analytics, digital experience monitoring, digital business analytics, and cloud automation. Its platform allows its customers to modernize and automate IT operations, delivers software, and enhance user experiences. In addition, the company offers implementation, consulting, and training services. It markets its products through a combination of direct sales team and a network of partners, including resellers, system integrators, and managed service providers. It serves customers in various industries comprising banking, financial services, government, insurance, retail and wholesale, transportation, and software. Dynatrace, Inc. was founded in 2005 and is headquartered in Waltham, Massachusetts.
連絡先情報
1601 Trapelo Road, Suite 116, Waltham, MA, 02451, United States
781-530-1000
www.dynatrace.com
時価総額
$11.09B
PER (TTM)
60.0
29.7
配当利回り
--
52週高値
$63.00
52週安値
$32.83
52週レンジ
13%
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025

財務ダッシュボード

Q3 2026 データ

売上高

$515.47M+0.00%
直近4四半期の推移

EPS

$0.13+0.00%
直近4四半期の推移

フリーCF

$27.23M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Quarterly Revenue Growth Strong Total revenue reached $515.5M, reflecting 18% growth compared to prior period; subscription revenue grew 18%.
Operating Income Significantly Improved GAAP Income from Operations was $72.7M, a substantial increase from $47.5M last year, showing operating leverage.
ARR Growth Accelerates Total ARR stood at $1.97B as of December 31, 2025, marking 20% growth year-over-year.
Strong Cash Flow Generation Net cash provided by operating activities for nine months totaled $335.5M, up $38.9M from prior year.

リスク要因

Future Growth Not Guaranteed Experienced rapid revenue growth recently, but this pace may not be indicative of sustained future revenue growth.
Market Adoption Uncertainty Future success relies on widespread adoption of evolving observability and AI solutions; adoption rates are hard to predict.
Macroeconomic Spending Sensitivity Business depends on discretionary IT spending; economic uncertainty may cause customers to defer or cancel purchases.
Security and IP Protection Failure Security breaches or failure to protect proprietary technology and IP rights could substantially harm business and reputation.

見通し

Investing in AI Capabilities Plan increased R&D investment to evolve platform functionality, focusing on developing an agentic AI platform.
Expand Enterprise Customer Base Focus go-to-market strategy on largest 15,000 global enterprise accounts for new customer growth internationally.
New Share Repurchase Authorized Board authorized a new $1B share repurchase program in February 2026, supplementing the prior $500M program.
RPO Backlog Supports Future Remaining performance obligations totaled $3.20B as of December 31, 2025, with 53% expected recognized next year.

同業比較

売上高 (TTM)

Intuit Inc.INTU
$19.43B
+17.1%
ServiceNow, Inc.NOW
$13.28B
+20.9%
Autodesk, Inc.ADSK
$6.88B
+15.8%

粗利益率 (最新四半期)

Autodesk, Inc.ADSK
92.4%
+2.7pp
Asana, Inc.ASAN
88.9%
-0.3pp
monday.com Ltd.MNDY
88.8%
-0.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
INTU$117.31B28.521.4%20.4%
NOW$111.38B63.315.4%12.3%
SNOW$62.48B-45.4-54.5%32.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.0%
安定成長
4四半期純利益CAGR
0.6%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月12日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年12月31日|提出日: 2026年2月9日|
    売上高: $515.47M+0.0%
    |
    EPS: $0.13+0.0%
    予想を下回る

  • Form 10-Q - Q2 2026

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $493.85M+18.1%
    |
    EPS: $0.19+26.7%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $477.35M+19.6%
    |
    EPS: $0.16+23.1%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年5月22日|
    売上高: $1.70B+18.7%
    |
    EPS: $1.62+205.7%
    予想を上回る

  • Form 10-Q - Q3 2025

    会計期末: 2024年12月31日|提出日: 2025年1月30日|
    売上高: $436.17M+19.5%
    |
    EPS: $1.21+764.3%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $418.13M+18.9%
    |
    EPS: $0.15+25.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $399.22M+19.9%
    |
    EPS: $0.13+0.0%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年5月23日|
    売上高: $1.43B+23.5%
    |
    EPS: $0.53+39.5%
    予想を上回る