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ACACIA RESEARCH CORP（ACTG）与DOMO, INC.（DOMO）财务数据对比。点击上方公司名可切换其他公司
DOMO, INC.的季度营收约是ACACIA RESEARCH CORP的1.6倍（$79.4M vs $50.1M），ACACIA RESEARCH CORP净利率更高（6.8% vs -13.1%，领先19.9%），ACACIA RESEARCH CORP同比增速更快（2.6% vs -0.5%），过去两年ACACIA RESEARCH CORP的营收复合增速更高（43.6% vs -0.5%）
槐亚研究公司是一家总部位于纽约市的美国上市企业，在科技、能源以及工业制造领域开展业务收购与运营工作。该公司与控股股东斯塔博德价值投资合伙企业保持战略伙伴关系，这家企业在业内常被归类为专利流氓。
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业，主营人工智能、商业智能与数据可视化业务，属于SaaS（软件即服务）企业，核心产品可帮助企业各层级决策者在极少IT介入的情况下，实时获取业务数据，支撑决策开展。
ACTG vs DOMO — 直观对比
营收规模更大
DOMO
是对方的1.6倍
$50.1M
营收增速更快
ACTG
高出3.1%
-0.5%
净利率更高
ACTG
高出19.9%
-13.1%
两年增速更快
ACTG
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $50.1M | $79.4M |
| 净利润 | $3.4M | $-10.4M |
| 毛利率 | 12.8% | 74.2% |
| 营业利润率 | -26.1% | -8.7% |
| 净利率 | 6.8% | -13.1% |
| 营收同比 | 2.6% | -0.5% |
| 净利润同比 | 125.5% | 44.6% |
| 每股收益（稀释后） | $0.03 | $-0.25 |
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ACTGDOMO
| Q4 25 | $50.1M | $79.4M | ||
| Q3 25 | $59.4M | $79.7M | ||
| Q2 25 | $51.2M | $80.1M | ||
| Q1 25 | $124.4M | $78.8M | ||
| Q4 24 | $48.8M | $79.8M | ||
| Q3 24 | $23.3M | $78.4M | ||
| Q2 24 | $25.8M | $80.1M | ||
| Q1 24 | $24.3M | $80.2M |
净利润ACTGDOMO
| Q4 25 | $3.4M | $-10.4M | ||
| Q3 25 | $-2.7M | $-22.9M | ||
| Q2 25 | $-3.3M | $-18.1M | ||
| Q1 25 | $24.3M | $-17.7M | ||
| Q4 24 | $-13.4M | $-18.8M | ||
| Q3 24 | $-14.0M | $-19.5M | ||
| Q2 24 | $-8.4M | $-26.0M | ||
| Q1 24 | $-186.0K | $-18.7M |
毛利率ACTGDOMO
| Q4 25 | 12.8% | 74.2% | ||
| Q3 25 | 21.2% | 74.8% | ||
| Q2 25 | 12.8% | 74.2% | ||
| Q1 25 | 47.4% | 74.4% | ||
| Q4 24 | 17.6% | 75.0% | ||
| Q3 24 | 10.1% | 74.3% | ||
| Q2 24 | 26.2% | 74.1% | ||
| Q1 24 | 49.2% | 76.3% |
营业利润率ACTGDOMO
| Q4 25 | -26.1% | -8.7% | ||
| Q3 25 | -10.8% | -9.1% | ||
| Q2 25 | -24.2% | -17.9% | ||
| Q1 25 | 30.8% | -15.6% | ||
| Q4 24 | -32.4% | -13.9% | ||
| Q3 24 | -44.1% | -18.5% | ||
| Q2 24 | -18.4% | -26.8% | ||
| Q1 24 | -8.6% | -16.6% |
净利率ACTGDOMO
| Q4 25 | 6.8% | -13.1% | ||
| Q3 25 | -4.6% | -28.8% | ||
| Q2 25 | -6.4% | -22.5% | ||
| Q1 25 | 19.5% | -22.4% | ||
| Q4 24 | -27.5% | -23.5% | ||
| Q3 24 | -60.0% | -24.9% | ||
| Q2 24 | -32.7% | -32.5% | ||
| Q1 24 | -0.8% | -23.3% |
每股收益（稀释后）ACTGDOMO
| Q4 25 | $0.03 | $-0.25 | ||
| Q3 25 | $-0.03 | $-0.56 | ||
| Q2 25 | $-0.03 | $-0.45 | ||
| Q1 25 | $0.25 | $-0.45 | ||
| Q4 24 | $-0.14 | $-0.48 | ||
| Q3 24 | $-0.14 | $-0.51 | ||
| Q2 24 | $-0.08 | $-0.69 | ||
| Q1 24 | $0.00 | $-0.51 |
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 | $306.7M | — |
| 总债务越低越好 | $91.9M | $124.2M |
| 股东权益账面价值 | $543.5M | $-191.9M |
| 总资产 | $771.0M | $201.6M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资ACTGDOMO
| Q4 25 | $306.7M | — | ||
| Q3 25 | $301.8M | — | ||
| Q2 25 | $316.7M | $47.2M | ||
| Q1 25 | $272.0M | $45.3M | ||
| Q4 24 | $273.9M | — | ||
| Q3 24 | $410.9M | — | ||
| Q2 24 | $441.9M | $61.2M | ||
| Q1 24 | $498.4M | $60.9M |
总债务ACTGDOMO
| Q4 25 | $91.9M | $124.2M | ||
| Q3 25 | — | $121.9M | ||
| Q2 25 | — | $119.7M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | — | $115.6M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $114.1M | ||
| Q1 24 | — | $113.5M |
股东权益ACTGDOMO
| Q4 25 | $543.5M | $-191.9M | ||
| Q3 25 | $537.6M | $-191.5M | ||
| Q2 25 | $538.6M | $-178.7M | ||
| Q1 25 | $540.2M | $-177.2M | ||
| Q4 24 | $514.8M | $-171.2M | ||
| Q3 24 | $540.2M | $-166.4M | ||
| Q2 24 | $560.7M | $-163.5M | ||
| Q1 24 | $568.3M | $-153.5M |
总资产ACTGDOMO
| Q4 25 | $771.0M | $201.6M | ||
| Q3 25 | $768.9M | $195.7M | ||
| Q2 25 | $775.5M | $189.7M | ||
| Q1 25 | $801.6M | $214.3M | ||
| Q4 24 | $756.4M | $190.2M | ||
| Q3 24 | $707.6M | $197.8M | ||
| Q2 24 | $753.6M | $204.4M | ||
| Q1 24 | $631.7M | $225.7M |
负债/权益比ACTGDOMO
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $75.2M | $3.4M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 1.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 22.01× | — |
| 过去12个月自由现金流最近4个季度 | — | $9.9M |
8季度趋势，按日历期对齐
经营现金流ACTGDOMO
| Q4 25 | $75.2M | $3.4M | ||
| Q3 25 | $9.5M | $3.4M | ||
| Q2 25 | $50.1M | $4.0M | ||
| Q1 25 | $2.4M | $8.9M | ||
| Q4 24 | $50.1M | $-13.7M | ||
| Q3 24 | $-593.0K | $-6.2M | ||
| Q2 24 | $16.1M | $1.9M | ||
| Q1 24 | $54.8M | $5.4M |
自由现金流ACTGDOMO
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $1.0M | ||
| Q2 25 | — | $1.0M | ||
| Q1 25 | $335.0K | $6.7M | ||
| Q4 24 | $-98.5M | $-16.2M | ||
| Q3 24 | $-2.8M | $-8.4M | ||
| Q2 24 | $-126.7M | $-625.0K | ||
| Q1 24 | $54.6M | $2.9M |
自由现金流率ACTGDOMO
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | 0.3% | 8.5% | ||
| Q4 24 | -201.8% | -20.3% | ||
| Q3 24 | -12.1% | -10.7% | ||
| Q2 24 | -490.5% | -0.8% | ||
| Q1 24 | 224.4% | 3.6% |
资本支出强度ACTGDOMO
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 1.7% | 2.8% | ||
| Q4 24 | 304.4% | 3.2% | ||
| Q3 24 | 9.6% | 2.8% | ||
| Q2 24 | 553.0% | 3.2% | ||
| Q1 24 | 1.1% | 3.1% |
现金转化率ACTGDOMO
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
