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

$11.84B

PER (TTM)

64.0

36.1

配当利回り

52週高値

$57.55

52週安値

$32.83

52週レンジ

26%

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)

INTU

$20.12B

+17.2%

NOW

$13.28B

+20.9%

ADSK

$7.21B

+17.9%

粗利益率 (最新四半期)

ADSK

92.7%

+2.7pp

MNDY

88.8%

-0.9pp

ASAN

87.8%

-0.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
INTU	$133.96B	30.0	22.2%	22.0%
NOW	$130.06B	71.6	15.4%	12.3%
SNOW	$61.76B	-45.6	-59.6%	30.0%

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:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし