vs
Applied Digital Corp.（APLD）与REPUBLIC BANCORP INC（RBCAA）财务数据对比。点击上方公司名可切换其他公司
Applied Digital Corp.的季度营收约是REPUBLIC BANCORP INC的1.3倍（$126.6M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs -11.4%，领先35.6%），Applied Digital Corp.同比增速更快（98.2% vs 5.3%），REPUBLIC BANCORP INC自由现金流更多（$161.1M vs $-567.9M），过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs -11.5%）
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
APLD vs RBCAA — 直观对比
营收规模更大
APLD
是对方的1.3倍
$94.3M
营收增速更快
APLD
高出92.9%
5.3%
净利率更高
RBCAA
高出35.6%
-11.4%
自由现金流更多
RBCAA
多$729.0M
$-567.9M
两年增速更快
APLD
近两年复合增速
-11.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.6M | $94.3M |
| 净利润 | $-14.4M | $22.8M |
| 毛利率 | 20.6% | — |
| 营业利润率 | -24.5% | 29.3% |
| 净利率 | -11.4% | 24.2% |
| 营收同比 | 98.2% | 5.3% |
| 净利润同比 | 89.6% | 20.0% |
| 每股收益（稀释后） | $-0.07 | — |
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APLDRBCAA
| Q4 25 | $126.6M | $94.3M | ||
| Q3 25 | $64.2M | $93.5M | ||
| Q2 25 | $-33.3M | $93.8M | ||
| Q1 25 | $52.9M | $135.8M | ||
| Q4 24 | $63.9M | $89.5M | ||
| Q3 24 | $60.7M | $88.1M | ||
| Q2 24 | $43.7M | $86.9M | ||
| Q1 24 | $43.3M | $120.3M |
净利润APLDRBCAA
| Q4 25 | $-14.4M | $22.8M | ||
| Q3 25 | $-16.9M | $29.7M | ||
| Q2 25 | $-52.5M | $31.5M | ||
| Q1 25 | $-35.6M | $47.3M | ||
| Q4 24 | $-138.7M | $19.0M | ||
| Q3 24 | $-4.2M | $26.5M | ||
| Q2 24 | $-64.5M | $25.2M | ||
| Q1 24 | $-62.8M | $30.6M |
毛利率APLDRBCAA
| Q4 25 | 20.6% | — | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 18.0% | — | ||
| Q3 24 | -0.6% | — | ||
| Q2 24 | -9.1% | — | ||
| Q1 24 | -8.6% | — |
营业利润率APLDRBCAA
| Q4 25 | -24.5% | 29.3% | ||
| Q3 25 | -34.7% | 40.4% | ||
| Q2 25 | — | 43.0% | ||
| Q1 25 | -35.8% | 44.1% | ||
| Q4 24 | -29.1% | 25.8% | ||
| Q3 24 | 15.6% | 38.4% | ||
| Q2 24 | -68.4% | 37.0% | ||
| Q1 24 | -128.8% | 32.2% |
净利率APLDRBCAA
| Q4 25 | -11.4% | 24.2% | ||
| Q3 25 | -26.4% | 31.8% | ||
| Q2 25 | 157.8% | 33.5% | ||
| Q1 25 | -67.2% | 34.8% | ||
| Q4 24 | -217.2% | 21.2% | ||
| Q3 24 | -7.0% | 30.1% | ||
| Q2 24 | -147.5% | 29.0% | ||
| Q1 24 | -145.0% | 25.4% |
每股收益（稀释后）APLDRBCAA
| Q4 25 | $-0.07 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $-0.31 | — | ||
| Q1 25 | $-0.16 | — | ||
| Q4 24 | $-0.66 | — | ||
| Q3 24 | $-0.03 | — | ||
| Q2 24 | $-0.57 | — | ||
| Q1 24 | $-0.52 | — |
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 | $1.9B | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $1.1B |
| 总资产 | $5.2B | $7.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APLDRBCAA
| Q4 25 | $1.9B | $220.0M | ||
| Q3 25 | $73.9M | $484.2M | ||
| Q2 25 | $41.6M | $484.8M | ||
| Q1 25 | $68.7M | $793.0M | ||
| Q4 24 | $286.2M | $432.2M | ||
| Q3 24 | $58.2M | $530.9M | ||
| Q2 24 | $3.3M | $400.1M | ||
| Q1 24 | $4.4M | $546.4M |
股东权益APLDRBCAA
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $497.7M | $1.1B | ||
| Q1 25 | $454.6M | $1.0B | ||
| Q4 24 | $434.6M | $992.0M | ||
| Q3 24 | $241.8M | $979.7M | ||
| Q2 24 | $124.8M | $955.4M | ||
| Q1 24 | $118.5M | $935.6M |
总资产APLDRBCAA
| Q4 25 | $5.2B | $7.0B | ||
| Q3 25 | $2.4B | $7.0B | ||
| Q2 25 | $1.9B | $7.0B | ||
| Q1 25 | $1.7B | $7.1B | ||
| Q4 24 | $1.5B | $6.8B | ||
| Q3 24 | $937.7M | $6.7B | ||
| Q2 24 | $762.9M | $6.6B | ||
| Q1 24 | $643.2M | $6.9B |
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 | $-15.8M | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $-567.9M | $161.1M |
| 自由现金流率自由现金流/营收 | -448.6% | 170.9% |
| 资本支出强度资本支出/营收 | 436.1% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $-1.3B | $288.6M |
8季度趋势，按日历期对齐
经营现金流APLDRBCAA
| Q4 25 | $-15.8M | $168.2M | ||
| Q3 25 | $-82.0M | $33.3M | ||
| Q2 25 | $6.9M | $8.4M | ||
| Q1 25 | $5.9M | $93.2M | ||
| Q4 24 | $-52.3M | $149.0M | ||
| Q3 24 | $-75.9M | $51.3M | ||
| Q2 24 | $-34.1M | $4.0M | ||
| Q1 24 | $38.8M | $71.2M |
自由现金流APLDRBCAA
| Q4 25 | $-567.9M | $161.1M | ||
| Q3 25 | $-331.4M | $30.8M | ||
| Q2 25 | $-191.4M | $5.2M | ||
| Q1 25 | $-251.6M | $91.6M | ||
| Q4 24 | $-223.3M | $143.2M | ||
| Q3 24 | $-130.7M | $49.8M | ||
| Q2 24 | $-88.9M | $2.7M | ||
| Q1 24 | $-2.3M | $69.1M |
自由现金流率APLDRBCAA
| Q4 25 | -448.6% | 170.9% | ||
| Q3 25 | -516.1% | 32.9% | ||
| Q2 25 | 574.8% | 5.5% | ||
| Q1 25 | -475.4% | 67.4% | ||
| Q4 24 | -349.6% | 160.0% | ||
| Q3 24 | -215.3% | 56.5% | ||
| Q2 24 | -203.5% | 3.1% | ||
| Q1 24 | -5.4% | 57.5% |
资本支出强度APLDRBCAA
| Q4 25 | 436.1% | 7.5% | ||
| Q3 25 | 388.4% | 2.6% | ||
| Q2 25 | -595.4% | 3.5% | ||
| Q1 25 | 486.6% | 1.2% | ||
| Q4 24 | 267.8% | 6.5% | ||
| Q3 24 | 90.3% | 1.7% | ||
| Q2 24 | 125.4% | 1.5% | ||
| Q1 24 | 95.0% | 1.7% |
现金转化率APLDRBCAA
| Q4 25 | — | 7.37× | ||
| Q3 25 | — | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
RBCAA
暂无分部数据
