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Digital Turbine, Inc.（APPS）与CSW INDUSTRIALS, INC.（CSW）财务数据对比。点击上方公司名可切换其他公司
CSW INDUSTRIALS, INC.的季度营收约是Digital Turbine, Inc.的1.5倍（$233.0M vs $151.4M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 3.4%，领先1.0%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 12.4%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 5.1%）
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。
APPS vs CSW — 直观对比
营收规模更大
CSW
是对方的1.5倍
$151.4M
营收增速更快
CSW
高出7.9%
12.4%
净利率更高
CSW
高出1.0%
3.4%
两年增速更快
APPS
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $233.0M |
| 净利润 | $5.1M | $10.3M |
| 毛利率 | 57.4% | 39.7% |
| 营业利润率 | 14.3% | 7.4% |
| 净利率 | 3.4% | 4.4% |
| 营收同比 | 12.4% | 20.3% |
| 净利润同比 | 122.1% | -61.9% |
| 每股收益（稀释后） | $0.03 | $0.62 |
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APPSCSW
| Q4 25 | $151.4M | $233.0M | ||
| Q3 25 | $140.4M | $277.0M | ||
| Q2 25 | $130.9M | $263.6M | ||
| Q1 25 | $119.2M | $230.5M | ||
| Q4 24 | $134.6M | $193.6M | ||
| Q3 24 | $118.7M | $227.9M | ||
| Q2 24 | $118.0M | $226.2M | ||
| Q1 24 | $112.2M | $210.9M |
净利润APPSCSW
| Q4 25 | $5.1M | $10.3M | ||
| Q3 25 | $-21.4M | $40.7M | ||
| Q2 25 | $-14.1M | $40.9M | ||
| Q1 25 | $-18.8M | $35.1M | ||
| Q4 24 | $-23.1M | $26.9M | ||
| Q3 24 | $-25.0M | $36.1M | ||
| Q2 24 | $-25.2M | $38.6M | ||
| Q1 24 | $-236.5M | $31.8M |
毛利率APPSCSW
| Q4 25 | 57.4% | 39.7% | ||
| Q3 25 | 55.1% | 43.0% | ||
| Q2 25 | 55.6% | 43.8% | ||
| Q1 25 | 55.4% | 44.2% | ||
| Q4 24 | 48.0% | 41.4% | ||
| Q3 24 | 52.6% | 45.6% | ||
| Q2 24 | 52.7% | 47.5% | ||
| Q1 24 | 52.3% | 44.4% |
营业利润率APPSCSW
| Q4 25 | 14.3% | 7.4% | ||
| Q3 25 | 4.7% | 20.5% | ||
| Q2 25 | -3.6% | 20.8% | ||
| Q1 25 | -9.8% | 19.5% | ||
| Q4 24 | -9.5% | 15.3% | ||
| Q3 24 | -11.4% | 22.6% | ||
| Q2 24 | -13.6% | 24.3% | ||
| Q1 24 | -185.2% | 21.0% |
净利率APPSCSW
| Q4 25 | 3.4% | 4.4% | ||
| Q3 25 | -15.2% | 14.7% | ||
| Q2 25 | -10.8% | 15.5% | ||
| Q1 25 | -15.8% | 15.2% | ||
| Q4 24 | -17.2% | 13.9% | ||
| Q3 24 | -21.0% | 15.8% | ||
| Q2 24 | -21.3% | 17.1% | ||
| Q1 24 | -210.7% | 15.1% |
每股收益（稀释后）APPSCSW
| Q4 25 | $0.03 | $0.62 | ||
| Q3 25 | $-0.20 | $2.41 | ||
| Q2 25 | $-0.13 | $2.43 | ||
| Q1 25 | $-0.18 | $2.05 | ||
| Q4 24 | $-0.22 | $1.60 | ||
| Q3 24 | $-0.24 | $2.26 | ||
| Q2 24 | $-0.25 | $2.47 | ||
| Q1 24 | $-2.33 | $2.03 |
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 | $40.2M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $1.1B |
| 总资产 | $858.2M | $2.3B |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
现金及短期投资APPSCSW
| Q4 25 | $40.2M | $40.2M | ||
| Q3 25 | $38.8M | $31.5M | ||
| Q2 25 | $33.4M | $38.0M | ||
| Q1 25 | $39.4M | $225.8M | ||
| Q4 24 | $34.6M | $213.8M | ||
| Q3 24 | $32.1M | $273.2M | ||
| Q2 24 | $35.0M | $18.9M | ||
| Q1 24 | $32.9M | $22.2M |
总债务APPSCSW
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | $800.1M | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — | ||
| Q1 24 | $383.5M | $166.0M |
股东权益APPSCSW
| Q4 25 | $194.6M | $1.1B | ||
| Q3 25 | $148.1M | $1.1B | ||
| Q2 25 | $152.3M | $1.1B | ||
| Q1 25 | $154.0M | $1.1B | ||
| Q4 24 | $163.6M | $1.0B | ||
| Q3 24 | $182.4M | $1.0B | ||
| Q2 24 | $196.0M | $650.2M | ||
| Q1 24 | $213.9M | $615.7M |
总资产APPSCSW
| Q4 25 | $858.2M | $2.3B | ||
| Q3 25 | $818.7M | $1.5B | ||
| Q2 25 | $818.4M | $1.5B | ||
| Q1 25 | $812.9M | $1.4B | ||
| Q4 24 | $839.7M | $1.4B | ||
| Q3 24 | $844.5M | $1.4B | ||
| Q2 24 | $860.2M | $1.1B | ||
| Q1 24 | $865.5M | $1.0B |
负债/权益比APPSCSW
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | 0.75× | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — | ||
| Q1 24 | 1.79× | 0.27× |
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 | $28.9M |
| 自由现金流经营现金流 - 资本支出 | — | $22.7M |
| 自由现金流率自由现金流/营收 | — | 9.8% |
| 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 | 2.78× | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $162.0M |
8季度趋势，按日历期对齐
经营现金流APPSCSW
| Q4 25 | $14.2M | $28.9M | ||
| Q3 25 | $14.5M | $61.8M | ||
| Q2 25 | $8.8M | $60.6M | ||
| Q1 25 | $11.9M | $27.3M | ||
| Q4 24 | $10.4M | $11.6M | ||
| Q3 24 | $-8.7M | $66.8M | ||
| Q2 24 | $-1.4M | $62.7M | ||
| Q1 24 | $28.7M | $22.4M |
自由现金流APPSCSW
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | — | $22.8M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $59.6M | ||
| Q1 24 | — | $17.5M |
自由现金流率APPSCSW
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 26.3% | ||
| Q1 24 | — | 8.3% |
资本支出强度APPSCSW
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.3% |
现金转化率APPSCSW
| Q4 25 | 2.78× | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
