vs
AppLovin Corp（APP）与JBT Marel Corp（JBTM）财务数据对比。点击上方公司名可切换其他公司
AppLovin Corp的季度营收约是JBT Marel Corp的1.8倍（$1.8B vs $1.0B），AppLovin Corp净利率更高（65.5% vs 5.3%，领先60.2%），JBT Marel Corp同比增速更快（115.6% vs 59.0%），AppLovin Corp自由现金流更多（$1.3B vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 30.6%）
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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
APP vs JBTM — 直观对比
营收规模更大
APP
是对方的1.8倍
$1.0B
营收增速更快
JBTM
高出56.6%
59.0%
净利率更高
APP
高出60.2%
5.3%
自由现金流更多
APP
多$1.2B
$83.5M
两年增速更快
JBTM
近两年复合增速
30.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.0B |
| 净利润 | $1.2B | $53.1M |
| 毛利率 | 88.9% | 34.5% |
| 营业利润率 | 78.2% | 7.2% |
| 净利率 | 65.5% | 5.3% |
| 营收同比 | 59.0% | 115.6% |
| 净利润同比 | 109.2% | 858.6% |
| 每股收益（稀释后） | $3.56 | $1.04 |
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APPJBTM
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $934.8M | ||
| Q1 25 | $1.5B | $854.1M | ||
| Q4 24 | $1.4B | $467.6M | ||
| Q3 24 | $1.2B | $453.8M | ||
| Q2 24 | $1.1B | $402.3M |
净利润APPJBTM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $53.1M | ||
| Q3 25 | $835.5M | $66.0M | ||
| Q2 25 | $819.5M | $3.4M | ||
| Q1 25 | $576.4M | $-173.0M | ||
| Q4 24 | $599.2M | $-7.0M | ||
| Q3 24 | $434.4M | $38.9M | ||
| Q2 24 | $310.0M | $30.7M |
毛利率APPJBTM
| Q1 26 | 88.9% | — | ||
| Q4 25 | 95.2% | 34.5% | ||
| Q3 25 | 87.6% | 35.9% | ||
| Q2 25 | 87.7% | 35.8% | ||
| Q1 25 | 81.7% | 34.2% | ||
| Q4 24 | 76.7% | 38.4% | ||
| Q3 24 | 77.5% | 36.1% | ||
| Q2 24 | 73.8% | 35.6% |
营业利润率APPJBTM
| Q1 26 | 78.2% | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | 76.8% | 10.2% | ||
| Q2 25 | 76.1% | 5.2% | ||
| Q1 25 | 44.7% | -3.9% | ||
| Q4 24 | 44.3% | 3.4% | ||
| Q3 24 | 44.6% | 10.3% | ||
| Q2 24 | 36.2% | 6.7% |
净利率APPJBTM
| Q1 26 | 65.5% | — | ||
| Q4 25 | 82.7% | 5.3% | ||
| Q3 25 | 59.5% | 6.6% | ||
| Q2 25 | 65.1% | 0.4% | ||
| Q1 25 | 38.8% | -20.3% | ||
| Q4 24 | 43.6% | -1.5% | ||
| Q3 24 | 36.3% | 8.6% | ||
| Q2 24 | 28.7% | 7.6% |
每股收益（稀释后）APPJBTM
| Q1 26 | $3.56 | — | ||
| Q4 25 | $3.24 | $1.04 | ||
| Q3 25 | $2.45 | $1.26 | ||
| Q2 25 | $2.39 | $0.07 | ||
| Q1 25 | $1.67 | $-3.35 | ||
| Q4 24 | $1.72 | $-0.22 | ||
| Q3 24 | $1.25 | $1.21 | ||
| Q2 24 | $0.89 | $0.95 |
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 | $167.9M |
| 总债务越低越好 | $3.5B | $1.5B |
| 股东权益账面价值 | $2.4B | $4.5B |
| 总资产 | $7.7B | $8.2B |
| 负债/权益比越低杠杆越低 | 1.49× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资APPJBTM
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.5B | $167.9M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $551.0M | — | ||
| Q4 24 | $741.4M | $1.2B | ||
| Q3 24 | $567.6M | — | ||
| Q2 24 | $460.4M | — |
总债务APPJBTM
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $3.5B | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M |
股东权益APPJBTM
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.1B | $4.5B | ||
| Q3 25 | $1.5B | $4.4B | ||
| Q2 25 | $1.2B | $4.4B | ||
| Q1 25 | $575.4M | $4.1B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $938.2M | $1.6B | ||
| Q2 24 | $814.8M | $1.5B |
总资产APPJBTM
| Q1 26 | $7.7B | — | ||
| Q4 25 | $7.3B | $8.2B | ||
| Q3 25 | $6.3B | $8.2B | ||
| Q2 25 | $6.0B | $8.3B | ||
| Q1 25 | $5.7B | $8.0B | ||
| Q4 24 | $5.9B | $3.4B | ||
| Q3 24 | $5.4B | $2.8B | ||
| Q2 24 | $5.3B | $2.7B |
负债/权益比APPJBTM
| Q1 26 | 1.49× | — | ||
| Q4 25 | 1.65× | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | 3.22× | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $83.5M |
| 自由现金流率自由现金流/营收 | 69.8% | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | 1.07× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流APPJBTM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $117.4M | ||
| Q3 25 | $1.1B | $87.7M | ||
| Q2 25 | $772.2M | $102.2M | ||
| Q1 25 | $831.7M | $34.4M | ||
| Q4 24 | $701.0M | $128.7M | ||
| Q3 24 | $550.7M | $71.9M | ||
| Q2 24 | $454.5M | $21.6M |
自由现金流APPJBTM
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $83.7M | ||
| Q1 25 | — | $14.4M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $11.1M |
自由现金流率APPJBTM
| Q1 26 | 69.8% | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 2.8% |
资本支出强度APPJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.6% |
现金转化率APPJBTM
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.19× | 2.21× | ||
| Q3 25 | 1.26× | 1.33× | ||
| Q2 25 | 0.94× | 30.06× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.27× | 1.85× | ||
| Q2 24 | 1.47× | 0.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
