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豪瑞（AMRZ）与AppLovin Corp（APP）财务数据对比。点击上方公司名可切换其他公司
豪瑞的季度营收约是AppLovin Corp的2.0倍（$3.7B vs $1.8B），AppLovin Corp净利率更高（65.5% vs 14.8%，领先50.6%），AppLovin Corp同比增速更快（59.0% vs 6.6%），AppLovin Corp自由现金流更多（$1.3B vs $669.0M）
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商，为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞，2021年正式更名为豪瑞集团，合并完成后豪瑞品牌仍在集团内正常运营。
AppLovin是总部位于美国加利福尼亚州帕洛阿尔托的移动科技公司，成立于2012年，旗下拥有SSP MAX、DSP AppDiscovery营销平台及SparkLabs创意工作室，可为开发者提供应用推广、变现、分析及发行服务，同时也对多家移动游戏发行商开展投资。
AMRZ vs APP — 直观对比
营收规模更大
AMRZ
是对方的2.0倍
$1.8B
营收增速更快
APP
高出52.3%
6.6%
净利率更高
APP
高出50.6%
14.8%
自由现金流更多
APP
多$617.7M
$669.0M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.7B | $1.8B |
| 净利润 | $545.0M | $1.2B |
| 毛利率 | 29.6% | 88.9% |
| 营业利润率 | 21.2% | 78.2% |
| 净利率 | 14.8% | 65.5% |
| 营收同比 | 6.6% | 59.0% |
| 净利润同比 | -1.4% | 109.2% |
| 每股收益（稀释后） | $0.98 | $3.56 |
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AMRZAPP
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $3.7B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $3.4B | $1.2B | ||
| Q2 24 | $3.2B | $1.1B |
净利润AMRZAPP
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $545.0M | $835.5M | ||
| Q2 25 | $429.0M | $819.5M | ||
| Q1 25 | — | $576.4M | ||
| Q4 24 | — | $599.2M | ||
| Q3 24 | $553.0M | $434.4M | ||
| Q2 24 | $474.0M | $310.0M |
毛利率AMRZAPP
| Q1 26 | — | 88.9% | ||
| Q4 25 | — | 95.2% | ||
| Q3 25 | 29.6% | 87.6% | ||
| Q2 25 | 30.0% | 87.7% | ||
| Q1 25 | — | 81.7% | ||
| Q4 24 | — | 76.7% | ||
| Q3 24 | 30.2% | 77.5% | ||
| Q2 24 | 30.2% | 73.8% |
营业利润率AMRZAPP
| Q1 26 | — | 78.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 21.2% | 76.8% | ||
| Q2 25 | 20.8% | 76.1% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | 24.5% | 44.6% | ||
| Q2 24 | 23.3% | 36.2% |
净利率AMRZAPP
| Q1 26 | — | 65.5% | ||
| Q4 25 | — | 82.7% | ||
| Q3 25 | 14.8% | 59.5% | ||
| Q2 25 | 13.3% | 65.1% | ||
| Q1 25 | — | 38.8% | ||
| Q4 24 | — | 43.6% | ||
| Q3 24 | 16.0% | 36.3% | ||
| Q2 24 | 14.6% | 28.7% |
每股收益（稀释后）AMRZAPP
| Q1 26 | — | $3.56 | ||
| Q4 25 | — | $3.24 | ||
| Q3 25 | $0.98 | $2.45 | ||
| Q2 25 | $0.78 | $2.39 | ||
| Q1 25 | — | $1.67 | ||
| Q4 24 | — | $1.72 | ||
| Q3 24 | $1.00 | $1.25 | ||
| Q2 24 | $0.86 | $0.89 |
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 | $826.0M | $2.8B |
| 总债务越低越好 | — | $3.5B |
| 股东权益账面价值 | $12.9B | $2.4B |
| 总资产 | $24.0B | $7.7B |
| 负债/权益比越低杠杆越低 | — | 1.49× |
8季度趋势，按日历期对齐
现金及短期投资AMRZAPP
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | $826.0M | $1.7B | ||
| Q2 25 | $601.0M | $1.2B | ||
| Q1 25 | — | $551.0M | ||
| Q4 24 | — | $741.4M | ||
| Q3 24 | — | $567.6M | ||
| Q2 24 | — | $460.4M |
总债务AMRZAPP
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMRZAPP
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $12.9B | $1.5B | ||
| Q2 25 | $12.4B | $1.2B | ||
| Q1 25 | — | $575.4M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $9.8B | $938.2M | ||
| Q2 24 | $9.3B | $814.8M |
总资产AMRZAPP
| Q1 26 | — | $7.7B | ||
| Q4 25 | — | $7.3B | ||
| Q3 25 | $24.0B | $6.3B | ||
| Q2 25 | $23.8B | $6.0B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | — | $5.3B |
负债/权益比AMRZAPP
| Q1 26 | — | 1.49× | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.22× | ||
| Q3 24 | — | — | ||
| Q2 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 | $854.0M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $669.0M | $1.3B |
| 自由现金流率自由现金流/营收 | 18.2% | 69.8% |
| 资本支出强度资本支出/营收 | 5.0% | — |
| 现金转化率经营现金流/净利润 | 1.57× | 1.07× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMRZAPP
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $854.0M | $1.1B | ||
| Q2 25 | — | $772.2M | ||
| Q1 25 | — | $831.7M | ||
| Q4 24 | — | $701.0M | ||
| Q3 24 | — | $550.7M | ||
| Q2 24 | — | $454.5M |
自由现金流AMRZAPP
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | $669.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率AMRZAPP
| Q1 26 | — | 69.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | 18.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度AMRZAPP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率AMRZAPP
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | 1.57× | 1.26× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.47× |
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
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
APP
暂无分部数据
