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Digital Turbine, Inc.（APPS）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
Digital Turbine, Inc.的季度营收约是AerSale Corp的1.7倍（$151.4M vs $90.9M），AerSale Corp净利率更高（5.9% vs 3.4%，领先2.6%），Digital Turbine, Inc.同比增速更快（12.4% vs -4.0%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 0.2%）
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
APPS vs ASLE — 直观对比
营收规模更大
APPS
是对方的1.7倍
$90.9M
营收增速更快
APPS
高出16.5%
-4.0%
净利率更高
ASLE
高出2.6%
3.4%
两年增速更快
APPS
近两年复合增速
0.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $90.9M |
| 净利润 | $5.1M | $5.4M |
| 毛利率 | 57.4% | 34.1% |
| 营业利润率 | 14.3% | 7.8% |
| 净利率 | 3.4% | 5.9% |
| 营收同比 | 12.4% | -4.0% |
| 净利润同比 | 122.1% | 99.7% |
| 每股收益（稀释后） | $0.03 | $0.10 |
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APPSASLE
| Q4 25 | $151.4M | $90.9M | ||
| Q3 25 | $140.4M | $71.2M | ||
| Q2 25 | $130.9M | $107.4M | ||
| Q1 25 | $119.2M | $65.8M | ||
| Q4 24 | $134.6M | $94.7M | ||
| Q3 24 | $118.7M | $82.7M | ||
| Q2 24 | $118.0M | $77.1M | ||
| Q1 24 | $112.2M | $90.5M |
净利润APPSASLE
| Q4 25 | $5.1M | $5.4M | ||
| Q3 25 | $-21.4M | $-120.0K | ||
| Q2 25 | $-14.1M | $8.6M | ||
| Q1 25 | $-18.8M | $-5.3M | ||
| Q4 24 | $-23.1M | $2.7M | ||
| Q3 24 | $-25.0M | $509.0K | ||
| Q2 24 | $-25.2M | $-3.6M | ||
| Q1 24 | $-236.5M | $6.3M |
毛利率APPSASLE
| Q4 25 | 57.4% | 34.1% | ||
| Q3 25 | 55.1% | 30.2% | ||
| Q2 25 | 55.6% | 32.9% | ||
| Q1 25 | 55.4% | 27.3% | ||
| Q4 24 | 48.0% | 31.4% | ||
| Q3 24 | 52.6% | 28.6% | ||
| Q2 24 | 52.7% | 28.2% | ||
| Q1 24 | 52.3% | 31.8% |
营业利润率APPSASLE
| Q4 25 | 14.3% | 7.8% | ||
| Q3 25 | 4.7% | 4.0% | ||
| Q2 25 | -3.6% | 11.7% | ||
| Q1 25 | -9.8% | -10.1% | ||
| Q4 24 | -9.5% | 5.2% | ||
| Q3 24 | -11.4% | 2.4% | ||
| Q2 24 | -13.6% | -2.4% | ||
| Q1 24 | -185.2% | 5.2% |
净利率APPSASLE
| Q4 25 | 3.4% | 5.9% | ||
| Q3 25 | -15.2% | -0.2% | ||
| Q2 25 | -10.8% | 8.0% | ||
| Q1 25 | -15.8% | -8.0% | ||
| Q4 24 | -17.2% | 2.9% | ||
| Q3 24 | -21.0% | 0.6% | ||
| Q2 24 | -21.3% | -4.7% | ||
| Q1 24 | -210.7% | 6.9% |
每股收益（稀释后）APPSASLE
| Q4 25 | $0.03 | $0.10 | ||
| Q3 25 | $-0.20 | $0.00 | ||
| Q2 25 | $-0.13 | $0.18 | ||
| Q1 25 | $-0.18 | $-0.10 | ||
| Q4 24 | $-0.22 | $0.05 | ||
| Q3 24 | $-0.24 | $0.01 | ||
| Q2 24 | $-0.25 | $-0.07 | ||
| Q1 24 | $-2.33 | $0.12 |
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 | $40.2M | $4.4M |
| 总债务越低越好 | $355.0M | $1.3M |
| 股东权益账面价值 | $194.6M | $424.4M |
| 总资产 | $858.2M | $640.5M |
| 负债/权益比越低杠杆越低 | 1.82× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资APPSASLE
| Q4 25 | $40.2M | $4.4M | ||
| Q3 25 | $38.8M | $5.3M | ||
| Q2 25 | $33.4M | $5.7M | ||
| Q1 25 | $39.4M | $4.7M | ||
| Q4 24 | $34.6M | $4.7M | ||
| Q3 24 | $32.1M | $9.8M | ||
| Q2 24 | $35.0M | $4.3M | ||
| Q1 24 | $32.9M | $2.6M |
总债务APPSASLE
| Q4 25 | $355.0M | $1.3M | ||
| Q3 25 | $396.4M | $1.5M | ||
| Q2 25 | $400.5M | $907.0K | ||
| Q1 25 | $408.7M | $1.1M | ||
| Q4 24 | $408.2M | $1.2M | ||
| Q3 24 | $407.6M | $376.0K | ||
| Q2 24 | $393.8M | $522.0K | ||
| Q1 24 | $383.5M | $3.5M |
股东权益APPSASLE
| Q4 25 | $194.6M | $424.4M | ||
| Q3 25 | $148.1M | $417.1M | ||
| Q2 25 | $152.3M | $415.9M | ||
| Q1 25 | $154.0M | $406.5M | ||
| Q4 24 | $163.6M | $455.6M | ||
| Q3 24 | $182.4M | $451.5M | ||
| Q2 24 | $196.0M | $449.8M | ||
| Q1 24 | $213.9M | $452.0M |
总资产APPSASLE
| Q4 25 | $858.2M | $640.5M | ||
| Q3 25 | $818.7M | $646.3M | ||
| Q2 25 | $818.4M | $646.7M | ||
| Q1 25 | $812.9M | $646.1M | ||
| Q4 24 | $839.7M | $604.7M | ||
| Q3 24 | $844.5M | $601.5M | ||
| Q2 24 | $860.2M | $598.7M | ||
| Q1 24 | $865.5M | $571.7M |
负债/权益比APPSASLE
| Q4 25 | 1.82× | 0.00× | ||
| Q3 25 | 2.68× | 0.00× | ||
| Q2 25 | 2.63× | 0.00× | ||
| Q1 25 | 2.65× | 0.00× | ||
| Q4 24 | 2.50× | 0.00× | ||
| Q3 24 | 2.24× | 0.00× | ||
| Q2 24 | 2.01× | 0.00× | ||
| Q1 24 | 1.79× | 0.01× |
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 | $14.2M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 2.78× | 2.11× |
| 过去12个月自由现金流最近4个季度 | — | $-29.1M |
8季度趋势，按日历期对齐
经营现金流APPSASLE
| Q4 25 | $14.2M | $11.4M | ||
| Q3 25 | $14.5M | $-8.9M | ||
| Q2 25 | $8.8M | $19.8M | ||
| Q1 25 | $11.9M | $-45.2M | ||
| Q4 24 | $10.4M | $37.5M | ||
| Q3 24 | $-8.7M | $10.4M | ||
| Q2 24 | $-1.4M | $-15.3M | ||
| Q1 24 | $28.7M | $-21.5M |
自由现金流APPSASLE
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-47.6M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | — | $-18.9M | ||
| Q1 24 | — | $-25.0M |
自由现金流率APPSASLE
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | -72.4% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -24.6% | ||
| Q1 24 | — | -27.7% |
资本支出强度APPSASLE
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 3.9% |
现金转化率APPSASLE
| Q4 25 | 2.78× | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
