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AppLovin Corp（APP）与Tempus AI, Inc.（TEM）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Tempus AI, Inc.的3.6倍（$1.3B vs $367.2M）。AppLovin Corp净利率更高（82.7% vs -14.8%，领先97.4%）。Tempus AI, Inc.同比增速更快（83.0% vs -2.9%）。过去两年Tempus AI, Inc.的营收复合增速更高（58.7% vs 12.2%）
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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
APP vs TEM — 直观对比
营收规模更大
APP
是对方的3.6倍
$367.2M
营收增速更快
TEM
高出85.9%
-2.9%
净利率更高
APP
高出97.4%
-14.8%
两年增速更快
TEM
近两年复合增速
12.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $367.2M |
| 净利润 | $1.1B | $-54.2M |
| 毛利率 | 95.2% | — |
| 营业利润率 | — | -16.7% |
| 净利率 | 82.7% | -14.8% |
| 营收同比 | -2.9% | 83.0% |
| 净利润同比 | 84.0% | -316.2% |
| 每股收益（稀释后） | $3.24 | $-0.30 |
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APPTEM
| Q4 25 | $1.3B | $367.2M | ||
| Q3 25 | $1.4B | $334.2M | ||
| Q2 25 | $1.3B | $314.6M | ||
| Q1 25 | $1.5B | $255.7M | ||
| Q4 24 | $1.4B | $200.7M | ||
| Q3 24 | $1.2B | $180.9M | ||
| Q2 24 | $1.1B | $166.0M | ||
| Q1 24 | $1.1B | $145.8M |
净利润APPTEM
| Q4 25 | $1.1B | $-54.2M | ||
| Q3 25 | $835.5M | $-80.0M | ||
| Q2 25 | $819.5M | $-42.8M | ||
| Q1 25 | $576.4M | $-68.0M | ||
| Q4 24 | $599.2M | $-13.0M | ||
| Q3 24 | $434.4M | $-75.8M | ||
| Q2 24 | $310.0M | $-552.2M | ||
| Q1 24 | $236.2M | $-64.7M |
毛利率APPTEM
| 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APPTEM
| Q4 25 | — | -16.7% | ||
| Q3 25 | 76.8% | -18.3% | ||
| Q2 25 | 76.1% | -19.6% | ||
| Q1 25 | 44.7% | -26.9% | ||
| Q4 24 | 44.3% | -25.3% | ||
| Q3 24 | 44.6% | -29.6% | ||
| Q2 24 | 36.2% | -321.4% | ||
| Q1 24 | 32.1% | -36.5% |
净利率APPTEM
| Q4 25 | 82.7% | -14.8% | ||
| Q3 25 | 59.5% | -23.9% | ||
| Q2 25 | 65.1% | -13.6% | ||
| Q1 25 | 38.8% | -26.6% | ||
| Q4 24 | 43.6% | -6.5% | ||
| Q3 24 | 36.3% | -41.9% | ||
| Q2 24 | 28.7% | -332.7% | ||
| Q1 24 | 22.3% | -44.4% |
每股收益（稀释后）APPTEM
| Q4 25 | $3.24 | $-0.30 | ||
| Q3 25 | $2.45 | $-0.46 | ||
| Q2 25 | $2.39 | $-0.25 | ||
| Q1 25 | $1.67 | $-0.40 | ||
| Q4 24 | $1.72 | $2.56 | ||
| Q3 24 | $1.25 | $-0.46 | ||
| Q2 24 | $0.89 | $-6.86 | ||
| Q1 24 | $0.67 | $-1.47 |
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 | $604.8M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.1B | $491.3M |
| 总资产 | $7.3B | $2.3B |
| 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APPTEM
| Q4 25 | $2.5B | $604.8M | ||
| Q3 25 | $1.7B | $655.9M | ||
| Q2 25 | $1.2B | $186.3M | ||
| Q1 25 | $551.0M | $151.6M | ||
| Q4 24 | $741.4M | $341.0M | ||
| Q3 24 | $567.6M | $388.0M | ||
| Q2 24 | $460.4M | $478.8M | ||
| Q1 24 | $436.3M | $79.9M |
总债务APPTEM
| Q4 25 | $3.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益APPTEM
| Q4 25 | $2.1B | $491.3M | ||
| Q3 25 | $1.5B | $507.8M | ||
| Q2 25 | $1.2B | $309.6M | ||
| Q1 25 | $575.4M | $326.2M | ||
| Q4 24 | $1.1B | $56.3M | ||
| Q3 24 | $938.2M | $53.7M | ||
| Q2 24 | $814.8M | $98.3M | ||
| Q1 24 | $760.2M | $-1.5B |
总资产APPTEM
| Q4 25 | $7.3B | $2.3B | ||
| Q3 25 | $6.3B | $2.3B | ||
| Q2 25 | $6.0B | $1.6B | ||
| Q1 25 | $5.7B | $1.5B | ||
| Q4 24 | $5.9B | $926.1M | ||
| Q3 24 | $5.4B | $971.7M | ||
| Q2 24 | $5.3B | $864.6M | ||
| Q1 24 | $5.3B | — |
负债/权益比APPTEM
| 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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-41.5M |
| 自由现金流率自由现金流/营收 | — | -11.3% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 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 | — | $-239.1M |
8季度趋势，按日历期对齐
经营现金流APPTEM
| Q4 25 | $1.3B | $-36.8M | ||
| Q3 25 | $1.1B | $-119.8M | ||
| Q2 25 | $772.2M | $44.2M | ||
| Q1 25 | $831.7M | $-105.6M | ||
| Q4 24 | $701.0M | — | ||
| Q3 24 | $550.7M | $48.7M | ||
| Q2 24 | $454.5M | $-97.1M | ||
| Q1 24 | $392.8M | $-101.4M |
自由现金流APPTEM
| Q4 25 | — | $-41.5M | ||
| Q3 25 | — | $-126.5M | ||
| Q2 25 | — | $36.6M | ||
| Q1 25 | — | $-107.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $48.6M | ||
| Q2 24 | — | $-105.1M | ||
| Q1 24 | — | $-107.5M |
自由现金流率APPTEM
| Q4 25 | — | -11.3% | ||
| Q3 25 | — | -37.9% | ||
| Q2 25 | — | 11.6% | ||
| Q1 25 | — | -42.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | -63.3% | ||
| Q1 24 | — | -73.7% |
资本支出强度APPTEM
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | 4.2% |
现金转化率APPTEM
| 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
