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AppLovin Corp（APP）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.9倍（$1.3B vs $697.2M），AppLovin Corp净利率更高（82.7% vs 1.7%，领先81.0%），AppLovin Corp同比增速更快（-2.9% vs -25.8%），过去两年AppLovin Corp的营收复合增速更高（12.2% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
APP vs SUI — 直观对比
营收规模更大
APP
是对方的1.9倍
$697.2M
营收增速更快
APP
高出22.9%
-25.8%
净利率更高
APP
高出81.0%
1.7%
两年增速更快
APP
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $697.2M |
| 净利润 | $1.1B | $12.1M |
| 毛利率 | 95.2% | — |
| 营业利润率 | — | — |
| 净利率 | 82.7% | 1.7% |
| 营收同比 | -2.9% | -25.8% |
| 净利润同比 | 84.0% | -96.0% |
| 每股收益（稀释后） | $3.24 | $0.07 |
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APPSUI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $697.2M | ||
| Q2 25 | $1.3B | $623.5M | ||
| Q1 25 | $1.5B | $470.2M | ||
| Q4 24 | $1.4B | $745.9M | ||
| Q3 24 | $1.2B | $939.9M | ||
| Q2 24 | $1.1B | $864.0M | ||
| Q1 24 | $1.1B | $671.3M |
净利润APPSUI
| Q4 25 | $1.1B | — | ||
| Q3 25 | $835.5M | $12.1M | ||
| Q2 25 | $819.5M | $1.3B | ||
| Q1 25 | $576.4M | $-41.2M | ||
| Q4 24 | $599.2M | $-228.4M | ||
| Q3 24 | $434.4M | $300.5M | ||
| Q2 24 | $310.0M | $56.7M | ||
| Q1 24 | $236.2M | $-25.2M |
毛利率APPSUI
| 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% | — | ||
| Q1 24 | 72.2% | — |
营业利润率APPSUI
| Q4 25 | — | — | ||
| Q3 25 | 76.8% | — | ||
| Q2 25 | 76.1% | — | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 44.6% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 32.1% | — |
净利率APPSUI
| Q4 25 | 82.7% | — | ||
| Q3 25 | 59.5% | 1.7% | ||
| Q2 25 | 65.1% | 210.8% | ||
| Q1 25 | 38.8% | -8.8% | ||
| Q4 24 | 43.6% | -30.6% | ||
| Q3 24 | 36.3% | 32.0% | ||
| Q2 24 | 28.7% | 6.6% | ||
| Q1 24 | 22.3% | -3.8% |
每股收益（稀释后）APPSUI
| Q4 25 | $3.24 | — | ||
| Q3 25 | $2.45 | $0.07 | ||
| Q2 25 | $2.39 | $10.02 | ||
| Q1 25 | $1.67 | $-0.34 | ||
| Q4 24 | $1.72 | $-1.80 | ||
| Q3 24 | $1.25 | $2.31 | ||
| Q2 24 | $0.89 | $0.42 | ||
| Q1 24 | $0.67 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.1B | $7.0B |
| 总资产 | $7.3B | $12.8B |
| 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APPSUI
| Q4 25 | $2.5B | — | ||
| Q3 25 | $1.7B | $542.7M | ||
| Q2 25 | $1.2B | $889.7M | ||
| Q1 25 | $551.0M | — | ||
| Q4 24 | $741.4M | $47.4M | ||
| Q3 24 | $567.6M | — | ||
| Q2 24 | $460.4M | — | ||
| Q1 24 | $436.3M | — |
总债务APPSUI
| Q4 25 | $3.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.5B | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益APPSUI
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.2B | $7.4B | ||
| Q1 25 | $575.4M | $6.9B | ||
| Q4 24 | $1.1B | $7.1B | ||
| Q3 24 | $938.2M | $7.5B | ||
| Q2 24 | $814.8M | $6.9B | ||
| Q1 24 | $760.2M | $6.9B |
总资产APPSUI
| Q4 25 | $7.3B | — | ||
| Q3 25 | $6.3B | $12.8B | ||
| Q2 25 | $6.0B | $13.4B | ||
| Q1 25 | $5.7B | $16.5B | ||
| Q4 24 | $5.9B | $16.5B | ||
| Q3 24 | $5.4B | $17.1B | ||
| Q2 24 | $5.3B | $17.0B | ||
| Q1 24 | $5.3B | $17.1B |
负债/权益比APPSUI
| Q4 25 | 1.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.22× | 1.04× | ||
| 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 | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.19× | 16.35× |
| 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APPSUI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $197.8M | ||
| Q2 25 | $772.2M | $256.0M | ||
| Q1 25 | $831.7M | $243.9M | ||
| Q4 24 | $701.0M | $118.0M | ||
| Q3 24 | $550.7M | $189.2M | ||
| Q2 24 | $454.5M | $311.3M | ||
| Q1 24 | $392.8M | $242.5M |
现金转化率APPSUI
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.26× | 16.35× | ||
| Q2 25 | 0.94× | 0.19× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.27× | 0.63× | ||
| Q2 24 | 1.47× | 5.49× | ||
| 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% |
SUI
暂无分部数据
