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Digital Turbine, Inc.（APPS）とCSW INDUSTRIALS, INC.（CSW）の財務データ比較。上の社名をクリックして会社を切り替えられます
CSW INDUSTRIALS, INC.の直近四半期売上が大きい（$233.0M vs $151.4M、Digital Turbine, Inc.の約1.5倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs 3.4%、差は1.0%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 12.4%）。過去8四半期でDigital Turbine, Inc.の売上複合成長率が高い（16.2% vs 5.1%）
デジタルタービン社はグローバルな広告テクノロジー企業で、モバイル通信事業者、端末メーカー、アプリ開発者向けに、アプリ収益化、ユーザー獲得、ターゲティング広告の一括ソリューションを提供しています。事業は北米、欧州、アジア太平洋地域に展開し、通信、モバイルテクノロジー、消費者向けアプリなどの分野の顧客に対応しています。
APPS vs CSW — 直接比較
売上が大きい
CSW
1.5倍大きい
$151.4M
売上成長率が高い
CSW
+7.9%の差
12.4%
純利益率が高い
CSW
純利益率が1.0%高い
3.4%
2年売上CAGRが高い
APPS
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $151.4M | $233.0M |
| 純利益 | $5.1M | $10.3M |
| 粗利率 | 57.4% | 39.7% |
| 営業利益率 | 14.3% | 7.4% |
| 純利益率 | 3.4% | 4.4% |
| 売上前年比 | 12.4% | 20.3% |
| 純利益前年比 | 122.1% | -61.9% |
| EPS（希薄化後） | $0.03 | $0.62 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上APPSCSW
| Q4 25 | $151.4M | $233.0M | ||
| Q3 25 | $140.4M | $277.0M | ||
| Q2 25 | $130.9M | $263.6M | ||
| Q1 25 | $119.2M | $230.5M | ||
| Q4 24 | $134.6M | $193.6M | ||
| Q3 24 | $118.7M | $227.9M | ||
| Q2 24 | $118.0M | $226.2M | ||
| Q1 24 | $112.2M | $210.9M |
純利益APPSCSW
| Q4 25 | $5.1M | $10.3M | ||
| Q3 25 | $-21.4M | $40.7M | ||
| Q2 25 | $-14.1M | $40.9M | ||
| Q1 25 | $-18.8M | $35.1M | ||
| Q4 24 | $-23.1M | $26.9M | ||
| Q3 24 | $-25.0M | $36.1M | ||
| Q2 24 | $-25.2M | $38.6M | ||
| Q1 24 | $-236.5M | $31.8M |
粗利率APPSCSW
| Q4 25 | 57.4% | 39.7% | ||
| Q3 25 | 55.1% | 43.0% | ||
| Q2 25 | 55.6% | 43.8% | ||
| Q1 25 | 55.4% | 44.2% | ||
| Q4 24 | 48.0% | 41.4% | ||
| Q3 24 | 52.6% | 45.6% | ||
| Q2 24 | 52.7% | 47.5% | ||
| Q1 24 | 52.3% | 44.4% |
営業利益率APPSCSW
| Q4 25 | 14.3% | 7.4% | ||
| Q3 25 | 4.7% | 20.5% | ||
| Q2 25 | -3.6% | 20.8% | ||
| Q1 25 | -9.8% | 19.5% | ||
| Q4 24 | -9.5% | 15.3% | ||
| Q3 24 | -11.4% | 22.6% | ||
| Q2 24 | -13.6% | 24.3% | ||
| Q1 24 | -185.2% | 21.0% |
純利益率APPSCSW
| Q4 25 | 3.4% | 4.4% | ||
| Q3 25 | -15.2% | 14.7% | ||
| Q2 25 | -10.8% | 15.5% | ||
| Q1 25 | -15.8% | 15.2% | ||
| Q4 24 | -17.2% | 13.9% | ||
| Q3 24 | -21.0% | 15.8% | ||
| Q2 24 | -21.3% | 17.1% | ||
| Q1 24 | -210.7% | 15.1% |
EPS（希薄化後）APPSCSW
| Q4 25 | $0.03 | $0.62 | ||
| Q3 25 | $-0.20 | $2.41 | ||
| Q2 25 | $-0.13 | $2.43 | ||
| Q1 25 | $-0.18 | $2.05 | ||
| Q4 24 | $-0.22 | $1.60 | ||
| Q3 24 | $-0.24 | $2.26 | ||
| Q2 24 | $-0.25 | $2.47 | ||
| Q1 24 | $-2.33 | $2.03 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $40.2M | $40.2M |
| 総負債低いほど良い | $355.0M | — |
| 株主資本純資産 | $194.6M | $1.1B |
| 総資産 | $858.2M | $2.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.82× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資APPSCSW
| Q4 25 | $40.2M | $40.2M | ||
| Q3 25 | $38.8M | $31.5M | ||
| Q2 25 | $33.4M | $38.0M | ||
| Q1 25 | $39.4M | $225.8M | ||
| Q4 24 | $34.6M | $213.8M | ||
| Q3 24 | $32.1M | $273.2M | ||
| Q2 24 | $35.0M | $18.9M | ||
| Q1 24 | $32.9M | $22.2M |
総負債APPSCSW
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | $800.1M | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — | ||
| Q1 24 | $383.5M | $166.0M |
株主資本APPSCSW
| Q4 25 | $194.6M | $1.1B | ||
| Q3 25 | $148.1M | $1.1B | ||
| Q2 25 | $152.3M | $1.1B | ||
| Q1 25 | $154.0M | $1.1B | ||
| Q4 24 | $163.6M | $1.0B | ||
| Q3 24 | $182.4M | $1.0B | ||
| Q2 24 | $196.0M | $650.2M | ||
| Q1 24 | $213.9M | $615.7M |
総資産APPSCSW
| Q4 25 | $858.2M | $2.3B | ||
| Q3 25 | $818.7M | $1.5B | ||
| Q2 25 | $818.4M | $1.5B | ||
| Q1 25 | $812.9M | $1.4B | ||
| Q4 24 | $839.7M | $1.4B | ||
| Q3 24 | $844.5M | $1.4B | ||
| Q2 24 | $860.2M | $1.1B | ||
| Q1 24 | $865.5M | $1.0B |
負債/資本比率APPSCSW
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | 0.75× | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — | ||
| Q1 24 | 1.79× | 0.27× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $14.2M | $28.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $22.7M |
| FCFマージンFCF / 売上 | — | 9.8% |
| 設備投資強度設備投資 / 売上 | — | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 2.78× | 2.81× |
| 直近12ヶ月FCF直近4四半期 | — | $162.0M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAPPSCSW
| Q4 25 | $14.2M | $28.9M | ||
| Q3 25 | $14.5M | $61.8M | ||
| Q2 25 | $8.8M | $60.6M | ||
| Q1 25 | $11.9M | $27.3M | ||
| Q4 24 | $10.4M | $11.6M | ||
| Q3 24 | $-8.7M | $66.8M | ||
| Q2 24 | $-1.4M | $62.7M | ||
| Q1 24 | $28.7M | $22.4M |
フリーキャッシュフローAPPSCSW
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | — | $22.8M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $59.6M | ||
| Q1 24 | — | $17.5M |
FCFマージンAPPSCSW
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 26.3% | ||
| Q1 24 | — | 8.3% |
設備投資強度APPSCSW
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.3% |
キャッシュ転換率APPSCSW
| Q4 25 | 2.78× | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 0.71× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
