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Applied Digital Corp.（APLD）与COMSCORE, INC.（SCOR）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COMSCORE, INC.的1.4倍（$126.6M vs $93.5M），COMSCORE, INC.净利率更高（3.2% vs -11.4%，领先14.7%），Applied Digital Corp.同比增速更快（98.2% vs -1.5%），COMSCORE, INC.自由现金流更多（$2.9M vs $-567.9M），过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs 3.8%）
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。
Comscore是总部设于美国的全球媒体测量与分析企业，为企业、广告代理商、品牌营销方及媒体出版方提供专业营销数据与分析服务，在全球媒体行业和营销领域拥有广泛影响力。
APLD vs SCOR — 直观对比
营收规模更大
APLD
是对方的1.4倍
$93.5M
营收增速更快
APLD
高出99.8%
-1.5%
净利率更高
SCOR
高出14.7%
-11.4%
自由现金流更多
SCOR
多$570.9M
$-567.9M
两年增速更快
APLD
近两年复合增速
3.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.6M | $93.5M |
| 净利润 | $-14.4M | $3.0M |
| 毛利率 | 20.6% | 41.0% |
| 营业利润率 | -24.5% | 7.0% |
| 净利率 | -11.4% | 3.2% |
| 营收同比 | 98.2% | -1.5% |
| 净利润同比 | 89.6% | -3.7% |
| 每股收益（稀释后） | $-0.07 | $9.50 |
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APLDSCOR
| Q4 25 | $126.6M | $93.5M | ||
| Q3 25 | $64.2M | $88.9M | ||
| Q2 25 | $-33.3M | $89.4M | ||
| Q1 25 | $52.9M | $85.7M | ||
| Q4 24 | $63.9M | $94.9M | ||
| Q3 24 | $60.7M | $88.5M | ||
| Q2 24 | $43.7M | $85.8M | ||
| Q1 24 | $43.3M | $86.8M |
净利润APLDSCOR
| Q4 25 | $-14.4M | $3.0M | ||
| Q3 25 | $-16.9M | $453.0K | ||
| Q2 25 | $-52.5M | $-9.5M | ||
| Q1 25 | $-35.6M | $-4.0M | ||
| Q4 24 | $-138.7M | $3.1M | ||
| Q3 24 | $-4.2M | $-60.6M | ||
| Q2 24 | $-64.5M | $-1.7M | ||
| Q1 24 | $-62.8M | $-1.1M |
毛利率APLDSCOR
| Q4 25 | 20.6% | 41.0% | ||
| Q3 25 | 13.4% | 40.6% | ||
| Q2 25 | — | 40.6% | ||
| Q1 25 | 7.1% | 39.6% | ||
| Q4 24 | 18.0% | 42.4% | ||
| Q3 24 | -0.6% | 41.2% | ||
| Q2 24 | -9.1% | 39.5% | ||
| Q1 24 | -8.6% | 42.3% |
营业利润率APLDSCOR
| Q4 25 | -24.5% | 7.0% | ||
| Q3 25 | -34.7% | 1.9% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | -35.8% | -2.4% | ||
| Q4 24 | -29.1% | 4.1% | ||
| Q3 24 | 15.6% | -67.4% | ||
| Q2 24 | -68.4% | -2.2% | ||
| Q1 24 | -128.8% | -2.2% |
净利率APLDSCOR
| Q4 25 | -11.4% | 3.2% | ||
| Q3 25 | -26.4% | 0.5% | ||
| Q2 25 | 157.8% | -10.6% | ||
| Q1 25 | -67.2% | -4.7% | ||
| Q4 24 | -217.2% | 3.3% | ||
| Q3 24 | -7.0% | -68.5% | ||
| Q2 24 | -147.5% | -2.0% | ||
| Q1 24 | -145.0% | -1.2% |
每股收益（稀释后）APLDSCOR
| Q4 25 | $-0.07 | $9.50 | ||
| Q3 25 | $-0.07 | $-0.86 | ||
| Q2 25 | $-0.31 | $-2.73 | ||
| Q1 25 | $-0.16 | $-1.66 | ||
| Q4 24 | $-0.66 | $-0.47 | ||
| Q3 24 | $-0.03 | $-12.79 | ||
| Q2 24 | $-0.57 | $-1.19 | ||
| Q1 24 | $-0.52 | $-1.08 |
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 | $23.6M |
| 总债务越低越好 | — | $41.5M |
| 股东权益账面价值 | $1.4B | $111.4M |
| 总资产 | $5.2B | $407.7M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资APLDSCOR
| Q4 25 | $1.9B | $23.6M | ||
| Q3 25 | $73.9M | $26.7M | ||
| Q2 25 | $41.6M | $26.0M | ||
| Q1 25 | $68.7M | $31.0M | ||
| Q4 24 | $286.2M | $29.9M | ||
| Q3 24 | $58.2M | $20.0M | ||
| Q2 24 | $3.3M | $14.7M | ||
| Q1 24 | $4.4M | $18.7M |
总债务APLDSCOR
| Q4 25 | — | $41.5M | ||
| Q3 25 | — | $41.4M | ||
| Q2 25 | — | $41.3M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $41.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益APLDSCOR
| Q4 25 | $1.4B | $111.4M | ||
| Q3 25 | $1.0B | $-26.3M | ||
| Q2 25 | $497.7M | $-21.7M | ||
| Q1 25 | $454.6M | $-13.5M | ||
| Q4 24 | $434.6M | $-8.3M | ||
| Q3 24 | $241.8M | $-2.7M | ||
| Q2 24 | $124.8M | $45.8M | ||
| Q1 24 | $118.5M | $51.4M |
总资产APLDSCOR
| Q4 25 | $5.2B | $407.7M | ||
| Q3 25 | $2.4B | $406.9M | ||
| Q2 25 | $1.9B | $415.9M | ||
| Q1 25 | $1.7B | $421.5M | ||
| Q4 24 | $1.5B | $430.2M | ||
| Q3 24 | $937.7M | $412.5M | ||
| Q2 24 | $762.9M | $474.1M | ||
| Q1 24 | $643.2M | $477.7M |
负债/权益比APLDSCOR
| Q4 25 | — | 0.37× | ||
| 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 | $-15.8M | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $-567.9M | $2.9M |
| 自由现金流率自由现金流/营收 | -448.6% | 3.1% |
| 资本支出强度资本支出/营收 | 436.1% | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.07× |
| 过去12个月自由现金流最近4个季度 | $-1.3B | $21.8M |
8季度趋势，按日历期对齐
经营现金流APLDSCOR
| Q4 25 | $-15.8M | $3.2M | ||
| Q3 25 | $-82.0M | $9.5M | ||
| Q2 25 | $6.9M | $932.0K | ||
| Q1 25 | $5.9M | $9.1M | ||
| Q4 24 | $-52.3M | $-10.0M | ||
| Q3 24 | $-75.9M | $12.5M | ||
| Q2 24 | $-34.1M | $8.7M | ||
| Q1 24 | $38.8M | $6.9M |
自由现金流APLDSCOR
| Q4 25 | $-567.9M | $2.9M | ||
| Q3 25 | $-331.4M | $9.4M | ||
| Q2 25 | $-191.4M | $787.0K | ||
| Q1 25 | $-251.6M | $8.7M | ||
| Q4 24 | $-223.3M | $-10.3M | ||
| Q3 24 | $-130.7M | $12.4M | ||
| Q2 24 | $-88.9M | $8.5M | ||
| Q1 24 | $-2.3M | $6.6M |
自由现金流率APLDSCOR
| Q4 25 | -448.6% | 3.1% | ||
| Q3 25 | -516.1% | 10.5% | ||
| Q2 25 | 574.8% | 0.9% | ||
| Q1 25 | -475.4% | 10.1% | ||
| Q4 24 | -349.6% | -10.8% | ||
| Q3 24 | -215.3% | 14.0% | ||
| Q2 24 | -203.5% | 10.0% | ||
| Q1 24 | -5.4% | 7.6% |
资本支出强度APLDSCOR
| Q4 25 | 436.1% | 0.3% | ||
| Q3 25 | 388.4% | 0.1% | ||
| Q2 25 | -595.4% | 0.2% | ||
| Q1 25 | 486.6% | 0.4% | ||
| Q4 24 | 267.8% | 0.2% | ||
| Q3 24 | 90.3% | 0.1% | ||
| Q2 24 | 125.4% | 0.2% | ||
| Q1 24 | 95.0% | 0.3% |
现金转化率APLDSCOR
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 20.96× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.19× | ||
| 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
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
SCOR
| Transferred Over Time | $77.1M | 83% |
| Research Insight Solutions | $14.6M | 16% |
| Related Party | $2.5M | 3% |
