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Digital Turbine, Inc.（APPS）与FTAI Infrastructure Inc.（FIP）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FTAI Infrastructure Inc.的1.1倍（$151.4M vs $143.5M），Digital Turbine, Inc.净利率更高（3.4% vs -68.1%，领先71.5%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 12.4%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 16.2%）
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。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
APPS vs FIP — 直观对比
营收规模更大
APPS
是对方的1.1倍
$143.5M
营收增速更快
FIP
高出65.2%
12.4%
净利率更高
APPS
高出71.5%
-68.1%
两年增速更快
FIP
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $143.5M |
| 净利润 | $5.1M | $-97.7M |
| 毛利率 | 57.4% | — |
| 营业利润率 | 14.3% | -45.7% |
| 净利率 | 3.4% | -68.1% |
| 营收同比 | 12.4% | 77.7% |
| 净利润同比 | 122.1% | 21.6% |
| 每股收益（稀释后） | $0.03 | $-1.04 |
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APPSFIP
| Q4 25 | $151.4M | $143.5M | ||
| Q3 25 | $140.4M | $140.6M | ||
| Q2 25 | $130.9M | $122.3M | ||
| Q1 25 | $119.2M | $96.2M | ||
| Q4 24 | $134.6M | $80.8M | ||
| Q3 24 | $118.7M | $83.3M | ||
| Q2 24 | $118.0M | $84.9M | ||
| Q1 24 | $112.2M | $82.5M |
净利润APPSFIP
| Q4 25 | $5.1M | $-97.7M | ||
| Q3 25 | $-21.4M | $-104.5M | ||
| Q2 25 | $-14.1M | $-70.0M | ||
| Q1 25 | $-18.8M | $120.2M | ||
| Q4 24 | $-23.1M | $-124.7M | ||
| Q3 24 | $-25.0M | $-43.0M | ||
| Q2 24 | $-25.2M | $-48.1M | ||
| Q1 24 | $-236.5M | $-50.3M |
毛利率APPSFIP
| Q4 25 | 57.4% | — | ||
| Q3 25 | 55.1% | — | ||
| Q2 25 | 55.6% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 52.6% | — | ||
| Q2 24 | 52.7% | — | ||
| Q1 24 | 52.3% | — |
营业利润率APPSFIP
| Q4 25 | 14.3% | -45.7% | ||
| Q3 25 | 4.7% | -70.8% | ||
| Q2 25 | -3.6% | -56.4% | ||
| Q1 25 | -9.8% | 81.8% | ||
| Q4 24 | -9.5% | -152.7% | ||
| Q3 24 | -11.4% | -51.7% | ||
| Q2 24 | -13.6% | -56.4% | ||
| Q1 24 | -185.2% | -58.8% |
净利率APPSFIP
| Q4 25 | 3.4% | -68.1% | ||
| Q3 25 | -15.2% | -74.4% | ||
| Q2 25 | -10.8% | -57.2% | ||
| Q1 25 | -15.8% | 125.0% | ||
| Q4 24 | -17.2% | -154.4% | ||
| Q3 24 | -21.0% | -51.6% | ||
| Q2 24 | -21.3% | -56.7% | ||
| Q1 24 | -210.7% | -60.9% |
每股收益（稀释后）APPSFIP
| Q4 25 | $0.03 | $-1.04 | ||
| Q3 25 | $-0.20 | $-1.38 | ||
| Q2 25 | $-0.13 | $-0.73 | ||
| Q1 25 | $-0.18 | $0.89 | ||
| Q4 24 | $-0.22 | $-1.21 | ||
| Q3 24 | $-0.24 | $-0.45 | ||
| Q2 24 | $-0.25 | $-0.52 | ||
| Q1 24 | $-2.33 | $-0.54 |
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 | $57.4M |
| 总债务越低越好 | $355.0M | $3.8B |
| 股东权益账面价值 | $194.6M | $21.3M |
| 总资产 | $858.2M | $5.7B |
| 负债/权益比越低杠杆越低 | 1.82× | 176.99× |
8季度趋势，按日历期对齐
现金及短期投资APPSFIP
| Q4 25 | $40.2M | $57.4M | ||
| Q3 25 | $38.8M | $34.7M | ||
| Q2 25 | $33.4M | $33.6M | ||
| Q1 25 | $39.4M | $26.3M | ||
| Q4 24 | $34.6M | $27.8M | ||
| Q3 24 | $32.1M | $20.3M | ||
| Q2 24 | $35.0M | $33.1M | ||
| Q1 24 | $32.9M | $23.0M |
总债务APPSFIP
| Q4 25 | $355.0M | $3.8B | ||
| Q3 25 | $396.4M | $3.7B | ||
| Q2 25 | $400.5M | $3.1B | ||
| Q1 25 | $408.7M | $2.8B | ||
| Q4 24 | $408.2M | $1.6B | ||
| Q3 24 | $407.6M | $1.5B | ||
| Q2 24 | $393.8M | $1.6B | ||
| Q1 24 | $383.5M | $1.3B |
股东权益APPSFIP
| Q4 25 | $194.6M | $21.3M | ||
| Q3 25 | $148.1M | $181.1M | ||
| Q2 25 | $152.3M | $375.5M | ||
| Q1 25 | $154.0M | $476.2M | ||
| Q4 24 | $163.6M | $202.7M | ||
| Q3 24 | $182.4M | $370.8M | ||
| Q2 24 | $196.0M | $394.8M | ||
| Q1 24 | $213.9M | $402.5M |
总资产APPSFIP
| Q4 25 | $858.2M | $5.7B | ||
| Q3 25 | $818.7M | $5.5B | ||
| Q2 25 | $818.4M | $4.4B | ||
| Q1 25 | $812.9M | $4.1B | ||
| Q4 24 | $839.7M | $2.4B | ||
| Q3 24 | $844.5M | $2.4B | ||
| Q2 24 | $860.2M | $2.5B | ||
| Q1 24 | $865.5M | $2.3B |
负债/权益比APPSFIP
| Q4 25 | 1.82× | 176.99× | ||
| Q3 25 | 2.68× | 20.59× | ||
| Q2 25 | 2.63× | 8.21× | ||
| Q1 25 | 2.65× | 5.79× | ||
| Q4 24 | 2.50× | 7.84× | ||
| Q3 24 | 2.24× | 4.14× | ||
| Q2 24 | 2.01× | 3.94× | ||
| Q1 24 | 1.79× | 3.34× |
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 | $-2.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-68.6M |
| 自由现金流率自由现金流/营收 | — | -47.8% |
| 资本支出强度资本支出/营收 | — | 45.9% |
| 现金转化率经营现金流/净利润 | 2.78× | — |
| 过去12个月自由现金流最近4个季度 | — | $-398.5M |
8季度趋势，按日历期对齐
经营现金流APPSFIP
| Q4 25 | $14.2M | $-2.8M | ||
| Q3 25 | $14.5M | $-24.4M | ||
| Q2 25 | $8.8M | $-5.2M | ||
| Q1 25 | $11.9M | $-85.7M | ||
| Q4 24 | $10.4M | $-8.1M | ||
| Q3 24 | $-8.7M | $14.2M | ||
| Q2 24 | $-1.4M | $-17.6M | ||
| Q1 24 | $28.7M | $-3.9M |
自由现金流APPSFIP
| Q4 25 | — | $-68.6M | ||
| Q3 25 | — | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $-151.7M | ||
| Q4 24 | — | $-34.3M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-32.1M | ||
| Q1 24 | — | $-16.7M |
自由现金流率APPSFIP
| Q4 25 | — | -47.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | — | -42.4% | ||
| Q3 24 | — | -14.0% | ||
| Q2 24 | — | -37.9% | ||
| Q1 24 | — | -20.3% |
资本支出强度APPSFIP
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | — | 68.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 17.2% | ||
| Q1 24 | — | 15.6% |
现金转化率APPSFIP
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
