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AppLovin Corp（APP）与都乐（DOLE）财务数据对比。点击上方公司名可切换其他公司
都乐的季度营收约是AppLovin Corp的1.2倍（$2.3B vs $1.8B），AppLovin Corp净利率更高（65.5% vs 0.2%，领先65.2%），AppLovin Corp同比增速更快（59.0% vs 10.5%），AppLovin Corp自由现金流更多（$1.3B vs $66.5M），过去两年AppLovin Corp的营收复合增速更高（30.6% vs 3.2%）
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。
都乐 plc 是一家爱尔兰裔美国农业跨国企业，总部位于爱尔兰都柏林，是全球规模领先的果蔬生产商之一。公司拥有3.85万名全职及季节性员工，在75个国家供应约300种产品，2021年营收达65亿美元。
APP vs DOLE — 直观对比
营收规模更大
DOLE
是对方的1.2倍
$1.8B
营收增速更快
APP
高出48.5%
10.5%
净利率更高
APP
高出65.2%
0.2%
自由现金流更多
APP
多$1.2B
$66.5M
两年增速更快
APP
近两年复合增速
3.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.3B |
| 净利润 | $1.2B | $5.1M |
| 毛利率 | 88.9% | 6.8% |
| 营业利润率 | 78.2% | 1.1% |
| 净利率 | 65.5% | 0.2% |
| 营收同比 | 59.0% | 10.5% |
| 净利润同比 | 109.2% | -64.6% |
| 每股收益（稀释后） | $3.56 | $0.05 |
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APPDOLE
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.1B | $2.1B |
净利润APPDOLE
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $835.5M | $5.1M | ||
| Q2 25 | $819.5M | $10.0M | ||
| Q1 25 | $576.4M | $38.9M | ||
| Q4 24 | $599.2M | — | ||
| Q3 24 | $434.4M | $14.4M | ||
| Q2 24 | $310.0M | $80.1M |
毛利率APPDOLE
| Q1 26 | 88.9% | — | ||
| Q4 25 | 95.2% | — | ||
| Q3 25 | 87.6% | 6.8% | ||
| Q2 25 | 87.7% | 9.0% | ||
| Q1 25 | 81.7% | 8.7% | ||
| Q4 24 | 76.7% | — | ||
| Q3 24 | 77.5% | 8.0% | ||
| Q2 24 | 73.8% | 9.4% |
营业利润率APPDOLE
| Q1 26 | 78.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 76.8% | 1.1% | ||
| Q2 25 | 76.1% | 4.3% | ||
| Q1 25 | 44.7% | 3.2% | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 44.6% | 2.3% | ||
| Q2 24 | 36.2% | 4.0% |
净利率APPDOLE
| Q1 26 | 65.5% | — | ||
| Q4 25 | 82.7% | — | ||
| Q3 25 | 59.5% | 0.2% | ||
| Q2 25 | 65.1% | 0.4% | ||
| Q1 25 | 38.8% | 1.9% | ||
| Q4 24 | 43.6% | — | ||
| Q3 24 | 36.3% | 0.7% | ||
| Q2 24 | 28.7% | 3.8% |
每股收益（稀释后）APPDOLE
| Q1 26 | $3.56 | — | ||
| Q4 25 | $3.24 | — | ||
| Q3 25 | $2.45 | $0.05 | ||
| Q2 25 | $2.39 | $0.10 | ||
| Q1 25 | $1.67 | $0.41 | ||
| Q4 24 | $1.72 | — | ||
| Q3 24 | $1.25 | $0.15 | ||
| Q2 24 | $0.89 | $0.84 |
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 | $321.0M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.4B | $1.4B |
| 总资产 | $7.7B | $4.5B |
| 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APPDOLE
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $1.7B | $321.0M | ||
| Q2 25 | $1.2B | $323.1M | ||
| Q1 25 | $551.0M | $261.0M | ||
| Q4 24 | $741.4M | — | ||
| Q3 24 | $567.6M | $266.4M | ||
| Q2 24 | $460.4M | $225.8M |
总债务APPDOLE
| 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APPDOLE
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $575.4M | $1.3B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $938.2M | $1.4B | ||
| Q2 24 | $814.8M | $1.4B |
总资产APPDOLE
| Q1 26 | $7.7B | — | ||
| Q4 25 | $7.3B | — | ||
| Q3 25 | $6.3B | $4.5B | ||
| Q2 25 | $6.0B | $4.7B | ||
| Q1 25 | $5.7B | $4.5B | ||
| Q4 24 | $5.9B | — | ||
| Q3 24 | $5.4B | $4.5B | ||
| Q2 24 | $5.3B | $4.4B |
负债/权益比APPDOLE
| 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 | $1.3B | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $66.5M |
| 自由现金流率自由现金流/营收 | 69.8% | 2.9% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | 1.07× | 17.12× |
| 过去12个月自由现金流最近4个季度 | — | $13.7M |
8季度趋势，按日历期对齐
经营现金流APPDOLE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $87.4M | ||
| Q2 25 | $772.2M | $18.3M | ||
| Q1 25 | $831.7M | $-78.8M | ||
| Q4 24 | $701.0M | — | ||
| Q3 24 | $550.7M | $101.0M | ||
| Q2 24 | $454.5M | $40.2M |
自由现金流APPDOLE
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $66.5M | ||
| Q2 25 | — | $-1.0M | ||
| Q1 25 | — | $-131.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $79.9M | ||
| Q2 24 | — | $22.8M |
自由现金流率APPDOLE
| Q1 26 | 69.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | -0.0% | ||
| Q1 25 | — | -6.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 1.1% |
资本支出强度APPDOLE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 0.8% |
现金转化率APPDOLE
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.26× | 17.12× | ||
| Q2 25 | 0.94× | 1.84× | ||
| Q1 25 | 1.44× | -2.02× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.27× | 7.01× | ||
| Q2 24 | 1.47× | 0.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
