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AppLovin Corp（APP）与丹麦皇冠（CCK）财务数据对比。点击上方公司名可切换其他公司
丹麦皇冠的季度营收约是AppLovin Corp的1.8倍（$3.3B vs $1.8B），AppLovin Corp净利率更高（65.5% vs 6.3%，领先59.1%），AppLovin Corp同比增速更快（59.0% vs 12.9%），过去两年AppLovin Corp的营收复合增速更高（30.6% vs 3.5%）
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。
丹麦皇冠是来自丹麦的国际化食品企业，核心业务涵盖生猪、肉牛的屠宰加工及销售，旗下拥有多家子公司，业务覆盖食品行业多品类产品领域，首席执行官为尼尔斯·迪达尔，总部位于兰讷斯。
APP vs CCK — 直观对比
营收规模更大
CCK
是对方的1.8倍
$1.8B
营收增速更快
APP
高出46.1%
12.9%
净利率更高
APP
高出59.1%
6.3%
两年增速更快
APP
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.3B |
| 净利润 | $1.2B | $206.0M |
| 毛利率 | 88.9% | — |
| 营业利润率 | 78.2% | 11.2% |
| 净利率 | 65.5% | 6.3% |
| 营收同比 | 59.0% | 12.9% |
| 净利润同比 | 109.2% | -9.3% |
| 每股收益（稀释后） | $3.56 | $1.56 |
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APPCCK
| Q1 26 | $1.8B | $3.3B | ||
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.4B | $2.9B | ||
| Q3 24 | $1.2B | $3.1B | ||
| Q2 24 | $1.1B | $3.0B |
净利润APPCCK
| Q1 26 | $1.2B | $206.0M | ||
| Q4 25 | $1.1B | $150.0M | ||
| Q3 25 | $835.5M | $214.0M | ||
| Q2 25 | $819.5M | $181.0M | ||
| Q1 25 | $576.4M | $193.0M | ||
| Q4 24 | $599.2M | $358.0M | ||
| Q3 24 | $434.4M | $-175.0M | ||
| Q2 24 | $310.0M | $174.0M |
毛利率APPCCK
| Q1 26 | 88.9% | — | ||
| Q4 25 | 95.2% | — | ||
| Q3 25 | 87.6% | — | ||
| Q2 25 | 87.7% | — | ||
| Q1 25 | 81.7% | — | ||
| Q4 24 | 76.7% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 73.8% | — |
营业利润率APPCCK
| Q1 26 | 78.2% | 11.2% | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 76.8% | 13.2% | ||
| Q2 25 | 76.1% | 12.4% | ||
| Q1 25 | 44.7% | 12.6% | ||
| Q4 24 | 44.3% | 12.1% | ||
| Q3 24 | 44.6% | 14.4% | ||
| Q2 24 | 36.2% | 12.5% |
净利率APPCCK
| Q1 26 | 65.5% | 6.3% | ||
| Q4 25 | 82.7% | 4.8% | ||
| Q3 25 | 59.5% | 6.7% | ||
| Q2 25 | 65.1% | 5.7% | ||
| Q1 25 | 38.8% | 6.7% | ||
| Q4 24 | 43.6% | 12.3% | ||
| Q3 24 | 36.3% | -5.7% | ||
| Q2 24 | 28.7% | 5.7% |
每股收益（稀释后）APPCCK
| Q1 26 | $3.56 | $1.56 | ||
| Q4 25 | $3.24 | $1.32 | ||
| Q3 25 | $2.45 | $1.85 | ||
| Q2 25 | $2.39 | $1.56 | ||
| Q1 25 | $1.67 | $1.65 | ||
| Q4 24 | $1.72 | $3.01 | ||
| Q3 24 | $1.25 | $-1.47 | ||
| Q2 24 | $0.89 | $1.45 |
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 | $2.8B | $584.0M |
| 总债务越低越好 | $3.5B | $53.0M |
| 股东权益账面价值 | $2.4B | $3.4B |
| 总资产 | $7.7B | $14.3B |
| 负债/权益比越低杠杆越低 | 1.49× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资APPCCK
| Q1 26 | $2.8B | $584.0M | ||
| Q4 25 | $2.5B | $764.0M | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.2B | $936.0M | ||
| Q1 25 | $551.0M | $779.0M | ||
| Q4 24 | $741.4M | $918.0M | ||
| Q3 24 | $567.6M | $1.7B | ||
| Q2 24 | $460.4M | $1.4B |
总债务APPCCK
| Q1 26 | $3.5B | $53.0M | ||
| Q4 25 | $3.5B | $5.9B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | $3.5B | $6.1B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.3B |
股东权益APPCCK
| Q1 26 | $2.4B | $3.4B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $575.4M | $2.7B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $938.2M | $2.5B | ||
| Q2 24 | $814.8M | $2.5B |
总资产APPCCK
| Q1 26 | $7.7B | $14.3B | ||
| Q4 25 | $7.3B | $14.3B | ||
| Q3 25 | $6.3B | $14.6B | ||
| Q2 25 | $6.0B | $14.5B | ||
| Q1 25 | $5.7B | $13.8B | ||
| Q4 24 | $5.9B | $13.8B | ||
| Q3 24 | $5.4B | $15.1B | ||
| Q2 24 | $5.3B | $14.9B |
负债/权益比APPCCK
| Q1 26 | 1.49× | 0.02× | ||
| Q4 25 | 1.65× | 1.96× | ||
| Q3 25 | — | 2.07× | ||
| Q2 25 | — | 2.18× | ||
| Q1 25 | — | 2.31× | ||
| Q4 24 | 3.22× | 2.23× | ||
| Q3 24 | — | 2.93× | ||
| Q2 24 | — | 2.92× |
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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 69.8% | — |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流APPCCK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $487.0M | ||
| Q3 25 | $1.1B | $580.0M | ||
| Q2 25 | $772.2M | $449.0M | ||
| Q1 25 | $831.7M | $14.0M | ||
| Q4 24 | $701.0M | $295.0M | ||
| Q3 24 | $550.7M | $554.0M | ||
| Q2 24 | $454.5M | $445.0M |
自由现金流APPCCK
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $255.0M | ||
| Q3 25 | — | $488.0M | ||
| Q2 25 | — | $393.0M | ||
| Q1 25 | — | $-19.0M | ||
| Q4 24 | — | $146.0M | ||
| Q3 24 | — | $478.0M | ||
| Q2 24 | — | $361.0M |
自由现金流率APPCCK
| Q1 26 | 69.8% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 11.9% |
资本支出强度APPCCK
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | 7.4% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 2.8% |
现金转化率APPCCK
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.19× | 3.25× | ||
| Q3 25 | 1.26× | 2.71× | ||
| Q2 25 | 0.94× | 2.48× | ||
| Q1 25 | 1.44× | 0.07× | ||
| Q4 24 | 1.17× | 0.82× | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.47× | 2.56× |
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
APP
暂无分部数据
CCK
| Americas Beverage | $1.5B | 47% |
| European Beverage | $588.0M | 18% |
| Transit Packaging | $496.0M | 15% |
| Other | $342.0M | 10% |
| Asia Pacific | $303.0M | 9% |
