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AppLovin Corp（APP）与Revvity（RVTY）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Revvity的1.7倍（$1.3B vs $772.1M），AppLovin Corp净利率更高（82.7% vs 12.7%，领先70.0%），Revvity同比增速更快（5.9% vs -2.9%），过去两年AppLovin Corp的营收复合增速更高（12.2% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
APP vs RVTY — 直观对比
营收规模更大
APP
是对方的1.7倍
$772.1M
营收增速更快
RVTY
高出8.8%
-2.9%
净利率更高
APP
高出70.0%
12.7%
两年增速更快
APP
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $772.1M |
| 净利润 | $1.1B | $98.4M |
| 毛利率 | 95.2% | — |
| 营业利润率 | — | 14.5% |
| 净利率 | 82.7% | 12.7% |
| 营收同比 | -2.9% | 5.9% |
| 净利润同比 | 84.0% | 3.9% |
| 每股收益（稀释后） | $3.24 | $0.86 |
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APPRVTY
| Q4 25 | $1.3B | $772.1M | ||
| Q3 25 | $1.4B | $698.9M | ||
| Q2 25 | $1.3B | $720.3M | ||
| Q1 25 | $1.5B | $664.8M | ||
| Q4 24 | $1.4B | $729.4M | ||
| Q3 24 | $1.2B | $684.0M | ||
| Q2 24 | $1.1B | $691.7M | ||
| Q1 24 | $1.1B | $649.9M |
净利润APPRVTY
| Q4 25 | $1.1B | $98.4M | ||
| Q3 25 | $835.5M | $46.7M | ||
| Q2 25 | $819.5M | $53.9M | ||
| Q1 25 | $576.4M | $42.2M | ||
| Q4 24 | $599.2M | $94.6M | ||
| Q3 24 | $434.4M | $94.4M | ||
| Q2 24 | $310.0M | $55.4M | ||
| Q1 24 | $236.2M | $26.0M |
毛利率APPRVTY
| Q4 25 | 95.2% | — | ||
| Q3 25 | 87.6% | 53.6% | ||
| Q2 25 | 87.7% | 54.5% | ||
| Q1 25 | 81.7% | 56.5% | ||
| Q4 24 | 76.7% | — | ||
| Q3 24 | 77.5% | 56.3% | ||
| Q2 24 | 73.8% | 55.7% | ||
| Q1 24 | 72.2% | 54.6% |
营业利润率APPRVTY
| Q4 25 | — | 14.5% | ||
| Q3 25 | 76.8% | 11.7% | ||
| Q2 25 | 76.1% | 12.6% | ||
| Q1 25 | 44.7% | 10.9% | ||
| Q4 24 | 44.3% | 16.3% | ||
| Q3 24 | 44.6% | 14.3% | ||
| Q2 24 | 36.2% | 12.4% | ||
| Q1 24 | 32.1% | 6.8% |
净利率APPRVTY
| Q4 25 | 82.7% | 12.7% | ||
| Q3 25 | 59.5% | 6.7% | ||
| Q2 25 | 65.1% | 7.5% | ||
| Q1 25 | 38.8% | 6.4% | ||
| Q4 24 | 43.6% | 13.0% | ||
| Q3 24 | 36.3% | 13.8% | ||
| Q2 24 | 28.7% | 8.0% | ||
| Q1 24 | 22.3% | 4.0% |
每股收益（稀释后）APPRVTY
| Q4 25 | $3.24 | $0.86 | ||
| Q3 25 | $2.45 | $0.40 | ||
| Q2 25 | $2.39 | $0.46 | ||
| Q1 25 | $1.67 | $0.35 | ||
| Q4 24 | $1.72 | $0.77 | ||
| Q3 24 | $1.25 | $0.77 | ||
| Q2 24 | $0.89 | $0.45 | ||
| Q1 24 | $0.67 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $7.3B | $12.2B |
| 负债/权益比越低杠杆越低 | 1.65× | — |
8季度趋势，按日历期对齐
现金及短期投资APPRVTY
| Q4 25 | $2.5B | $919.9M | ||
| Q3 25 | $1.7B | $931.4M | ||
| Q2 25 | $1.2B | $991.8M | ||
| Q1 25 | $551.0M | $1.1B | ||
| Q4 24 | $741.4M | $1.2B | ||
| Q3 24 | $567.6M | $1.2B | ||
| Q2 24 | $460.4M | $2.0B | ||
| Q1 24 | $436.3M | $1.7B |
总债务APPRVTY
| Q4 25 | $3.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益APPRVTY
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $1.5B | $7.4B | ||
| Q2 25 | $1.2B | $7.6B | ||
| Q1 25 | $575.4M | $7.6B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $938.2M | $7.9B | ||
| Q2 24 | $814.8M | $7.9B | ||
| Q1 24 | $760.2M | $7.8B |
总资产APPRVTY
| Q4 25 | $7.3B | $12.2B | ||
| Q3 25 | $6.3B | $12.1B | ||
| Q2 25 | $6.0B | $12.4B | ||
| Q1 25 | $5.7B | $12.4B | ||
| Q4 24 | $5.9B | $12.4B | ||
| Q3 24 | $5.4B | $12.8B | ||
| Q2 24 | $5.3B | $13.4B | ||
| Q1 24 | $5.3B | $13.4B |
负债/权益比APPRVTY
| Q4 25 | 1.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.22× | — | ||
| 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 | $1.3B | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流APPRVTY
| Q4 25 | $1.3B | $182.0M | ||
| Q3 25 | $1.1B | $138.5M | ||
| Q2 25 | $772.2M | $134.3M | ||
| Q1 25 | $831.7M | $128.2M | ||
| Q4 24 | $701.0M | $174.2M | ||
| Q3 24 | $550.7M | $147.9M | ||
| Q2 24 | $454.5M | $158.6M | ||
| Q1 24 | $392.8M | $147.6M |
自由现金流APPRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率APPRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度APPRVTY
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率APPRVTY
| Q4 25 | 1.19× | 1.85× | ||
| Q3 25 | 1.26× | 2.97× | ||
| Q2 25 | 0.94× | 2.49× | ||
| Q1 25 | 1.44× | 3.03× | ||
| Q4 24 | 1.17× | 1.84× | ||
| Q3 24 | 1.27× | 1.57× | ||
| Q2 24 | 1.47× | 2.87× | ||
| Q1 24 | 1.66× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
