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AppLovin Corp（APP）与JELD-WEN Holding, Inc.（JELD）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JELD-WEN Holding, Inc.的1.7倍（$1.3B vs $802.0M），AppLovin Corp净利率更高（82.7% vs -5.2%，领先87.9%），AppLovin Corp同比增速更快（-2.9% vs -10.5%），过去两年AppLovin Corp的营收复合增速更高（12.2% vs -8.6%）
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
APP vs JELD — 直观对比
营收规模更大
APP
是对方的1.7倍
$802.0M
营收增速更快
APP
高出7.6%
-10.5%
净利率更高
APP
高出87.9%
-5.2%
两年增速更快
APP
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $802.0M |
| 净利润 | $1.1B | $-41.9M |
| 毛利率 | 95.2% | 14.7% |
| 营业利润率 | — | -1.8% |
| 净利率 | 82.7% | -5.2% |
| 营收同比 | -2.9% | -10.5% |
| 净利润同比 | 84.0% | 38.7% |
| 每股收益（稀释后） | $3.24 | $-0.50 |
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APPJELD
| Q4 25 | $1.3B | $802.0M | ||
| Q3 25 | $1.4B | $809.5M | ||
| Q2 25 | $1.3B | $823.7M | ||
| Q1 25 | $1.5B | $776.0M | ||
| Q4 24 | $1.4B | $895.7M | ||
| Q3 24 | $1.2B | $934.7M | ||
| Q2 24 | $1.1B | $986.0M | ||
| Q1 24 | $1.1B | $959.1M |
净利润APPJELD
| Q4 25 | $1.1B | $-41.9M | ||
| Q3 25 | $835.5M | $-367.6M | ||
| Q2 25 | $819.5M | $-21.5M | ||
| Q1 25 | $576.4M | $-190.1M | ||
| Q4 24 | $599.2M | $-68.4M | ||
| Q3 24 | $434.4M | $-74.4M | ||
| Q2 24 | $310.0M | $-18.5M | ||
| Q1 24 | $236.2M | $-27.7M |
毛利率APPJELD
| Q4 25 | 95.2% | 14.7% | ||
| Q3 25 | 87.6% | 17.4% | ||
| Q2 25 | 87.7% | 17.4% | ||
| Q1 25 | 81.7% | 14.4% | ||
| Q4 24 | 76.7% | 16.4% | ||
| Q3 24 | 77.5% | 19.2% | ||
| Q2 24 | 73.8% | 19.3% | ||
| Q1 24 | 72.2% | 18.0% |
营业利润率APPJELD
| Q4 25 | — | -1.8% | ||
| Q3 25 | 76.8% | -25.0% | ||
| Q2 25 | 76.1% | -1.7% | ||
| Q1 25 | 44.7% | -23.8% | ||
| Q4 24 | 44.3% | -5.7% | ||
| Q3 24 | 44.6% | -5.6% | ||
| Q2 24 | 36.2% | 0.5% | ||
| Q1 24 | 32.1% | -2.9% |
净利率APPJELD
| Q4 25 | 82.7% | -5.2% | ||
| Q3 25 | 59.5% | -45.4% | ||
| Q2 25 | 65.1% | -2.6% | ||
| Q1 25 | 38.8% | -24.5% | ||
| Q4 24 | 43.6% | -7.6% | ||
| Q3 24 | 36.3% | -8.0% | ||
| Q2 24 | 28.7% | -1.9% | ||
| Q1 24 | 22.3% | -2.9% |
每股收益（稀释后）APPJELD
| Q4 25 | $3.24 | $-0.50 | ||
| Q3 25 | $2.45 | $-4.30 | ||
| Q2 25 | $2.39 | $-0.25 | ||
| Q1 25 | $1.67 | $-2.24 | ||
| Q4 24 | $1.72 | $-0.80 | ||
| Q3 24 | $1.25 | $-0.88 | ||
| Q2 24 | $0.89 | $-0.22 | ||
| Q1 24 | $0.67 | $-0.32 |
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 | $2.5B | $136.1M |
| 总债务越低越好 | $3.5B | $1.1B |
| 股东权益账面价值 | $2.1B | $92.2M |
| 总资产 | $7.3B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.65× | 12.47× |
8季度趋势，按日历期对齐
现金及短期投资APPJELD
| Q4 25 | $2.5B | $136.1M | ||
| Q3 25 | $1.7B | $106.7M | ||
| Q2 25 | $1.2B | $134.1M | ||
| Q1 25 | $551.0M | $132.5M | ||
| Q4 24 | $741.4M | $150.3M | ||
| Q3 24 | $567.6M | $208.5M | ||
| Q2 24 | $460.4M | $212.8M | ||
| Q1 24 | $436.3M | $234.5M |
总债务APPJELD
| Q4 25 | $3.5B | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $3.5B | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益APPJELD
| Q4 25 | $2.1B | $92.2M | ||
| Q3 25 | $1.5B | $113.9M | ||
| Q2 25 | $1.2B | $477.1M | ||
| Q1 25 | $575.4M | $452.1M | ||
| Q4 24 | $1.1B | $620.1M | ||
| Q3 24 | $938.2M | $720.3M | ||
| Q2 24 | $814.8M | $770.0M | ||
| Q1 24 | $760.2M | $811.5M |
总资产APPJELD
| Q4 25 | $7.3B | $2.1B | ||
| Q3 25 | $6.3B | $2.2B | ||
| Q2 25 | $6.0B | $2.5B | ||
| Q1 25 | $5.7B | $2.4B | ||
| Q4 24 | $5.9B | $2.6B | ||
| Q3 24 | $5.4B | $2.8B | ||
| Q2 24 | $5.3B | $2.9B | ||
| Q1 24 | $5.3B | $2.9B |
负债/权益比APPJELD
| Q4 25 | 1.65× | 12.47× | ||
| Q3 25 | — | 10.14× | ||
| Q2 25 | — | 2.42× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | 3.22× | 1.86× | ||
| Q3 24 | — | 1.64× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | — | $3.4M |
| 自由现金流率自由现金流/营收 | — | 0.4% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | — | $-124.6M |
8季度趋势，按日历期对齐
经营现金流APPJELD
| Q4 25 | $1.3B | $32.8M | ||
| Q3 25 | $1.1B | $11.2M | ||
| Q2 25 | $772.2M | $34.6M | ||
| Q1 25 | $831.7M | $-83.5M | ||
| Q4 24 | $701.0M | $28.2M | ||
| Q3 24 | $550.7M | $37.6M | ||
| Q2 24 | $454.5M | $51.4M | ||
| Q1 24 | $392.8M | $-11.0M |
自由现金流APPJELD
| Q4 25 | — | $3.4M | ||
| Q3 25 | — | $-13.1M | ||
| Q2 25 | — | $5.3M | ||
| Q1 25 | — | $-120.3M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-4.3M | ||
| Q2 24 | — | $14.7M | ||
| Q1 24 | — | $-42.2M |
自由现金流率APPJELD
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -15.5% | ||
| Q4 24 | — | -2.7% | ||
| Q3 24 | — | -0.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | -4.4% |
资本支出强度APPJELD
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 3.3% |
现金转化率APPJELD
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 0.94× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.66× | — |
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
| Other | $673.9M | 51% |
| US | $659.0M | 49% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
