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Digital Turbine, Inc.（APPS）与AMICUS THERAPEUTICS, INC.（FOLD）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是Digital Turbine, Inc.的1.2倍（$185.2M vs $151.4M），Digital Turbine, Inc.净利率更高（3.4% vs 0.9%，领先2.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 12.4%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% 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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
APPS vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.2倍
$151.4M
营收增速更快
FOLD
高出11.3%
12.4%
净利率更高
APPS
高出2.5%
0.9%
两年增速更快
FOLD
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $185.2M |
| 净利润 | $5.1M | $1.7M |
| 毛利率 | 57.4% | 85.7% |
| 营业利润率 | 14.3% | 8.6% |
| 净利率 | 3.4% | 0.9% |
| 营收同比 | 12.4% | 23.7% |
| 净利润同比 | 122.1% | -88.5% |
| 每股收益（稀释后） | $0.03 | $0.00 |
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APPSFOLD
| Q4 25 | $151.4M | $185.2M | ||
| Q3 25 | $140.4M | $169.1M | ||
| Q2 25 | $130.9M | $154.7M | ||
| Q1 25 | $119.2M | $125.2M | ||
| Q4 24 | $134.6M | $149.7M | ||
| Q3 24 | $118.7M | $141.5M | ||
| Q2 24 | $118.0M | $126.7M | ||
| Q1 24 | $112.2M | $110.4M |
净利润APPSFOLD
| Q4 25 | $5.1M | $1.7M | ||
| Q3 25 | $-21.4M | $17.3M | ||
| Q2 25 | $-14.1M | $-24.4M | ||
| Q1 25 | $-18.8M | $-21.7M | ||
| Q4 24 | $-23.1M | $14.7M | ||
| Q3 24 | $-25.0M | $-6.7M | ||
| Q2 24 | $-25.2M | $-15.7M | ||
| Q1 24 | $-236.5M | $-48.4M |
毛利率APPSFOLD
| Q4 25 | 57.4% | 85.7% | ||
| Q3 25 | 55.1% | 88.5% | ||
| Q2 25 | 55.6% | 90.2% | ||
| Q1 25 | 55.4% | 90.7% | ||
| Q4 24 | 48.0% | 90.1% | ||
| Q3 24 | 52.6% | 90.6% | ||
| Q2 24 | 52.7% | 91.1% | ||
| Q1 24 | 52.3% | 87.7% |
营业利润率APPSFOLD
| Q4 25 | 14.3% | 8.6% | ||
| Q3 25 | 4.7% | 20.3% | ||
| Q2 25 | -3.6% | -6.1% | ||
| Q1 25 | -9.8% | -6.3% | ||
| Q4 24 | -9.5% | 10.7% | ||
| Q3 24 | -11.4% | 15.3% | ||
| Q2 24 | -13.6% | 11.8% | ||
| Q1 24 | -185.2% | -25.1% |
净利率APPSFOLD
| Q4 25 | 3.4% | 0.9% | ||
| Q3 25 | -15.2% | 10.2% | ||
| Q2 25 | -10.8% | -15.8% | ||
| Q1 25 | -15.8% | -17.3% | ||
| Q4 24 | -17.2% | 9.8% | ||
| Q3 24 | -21.0% | -4.8% | ||
| Q2 24 | -21.3% | -12.4% | ||
| Q1 24 | -210.7% | -43.9% |
每股收益（稀释后）APPSFOLD
| Q4 25 | $0.03 | $0.00 | ||
| Q3 25 | $-0.20 | $0.06 | ||
| Q2 25 | $-0.13 | $-0.08 | ||
| Q1 25 | $-0.18 | $-0.07 | ||
| Q4 24 | $-0.22 | $0.05 | ||
| Q3 24 | $-0.24 | $-0.02 | ||
| Q2 24 | $-0.25 | $-0.05 | ||
| Q1 24 | $-2.33 | $-0.16 |
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 | $293.5M |
| 总债务越低越好 | $355.0M | $392.7M |
| 股东权益账面价值 | $194.6M | $274.2M |
| 总资产 | $858.2M | $949.9M |
| 负债/权益比越低杠杆越低 | 1.82× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资APPSFOLD
| Q4 25 | $40.2M | $293.5M | ||
| Q3 25 | $38.8M | $263.8M | ||
| Q2 25 | $33.4M | $231.0M | ||
| Q1 25 | $39.4M | $250.6M | ||
| Q4 24 | $34.6M | $249.9M | ||
| Q3 24 | $32.1M | $249.8M | ||
| Q2 24 | $35.0M | $260.1M | ||
| Q1 24 | $32.9M | $239.6M |
总债务APPSFOLD
| Q4 25 | $355.0M | $392.7M | ||
| Q3 25 | $396.4M | $392.0M | ||
| Q2 25 | $400.5M | $391.3M | ||
| Q1 25 | $408.7M | $390.7M | ||
| Q4 24 | $408.2M | $390.1M | ||
| Q3 24 | $407.6M | $389.5M | ||
| Q2 24 | $393.8M | $388.9M | ||
| Q1 24 | $383.5M | $388.4M |
股东权益APPSFOLD
| Q4 25 | $194.6M | $274.2M | ||
| Q3 25 | $148.1M | $230.4M | ||
| Q2 25 | $152.3M | $204.3M | ||
| Q1 25 | $154.0M | $193.6M | ||
| Q4 24 | $163.6M | $194.0M | ||
| Q3 24 | $182.4M | $178.8M | ||
| Q2 24 | $196.0M | $132.5M | ||
| Q1 24 | $213.9M | $130.7M |
总资产APPSFOLD
| Q4 25 | $858.2M | $949.9M | ||
| Q3 25 | $818.7M | $868.8M | ||
| Q2 25 | $818.4M | $815.3M | ||
| Q1 25 | $812.9M | $789.8M | ||
| Q4 24 | $839.7M | $785.0M | ||
| Q3 24 | $844.5M | $786.6M | ||
| Q2 24 | $860.2M | $749.5M | ||
| Q1 24 | $865.5M | $721.8M |
负债/权益比APPSFOLD
| Q4 25 | 1.82× | 1.43× | ||
| Q3 25 | 2.68× | 1.70× | ||
| Q2 25 | 2.63× | 1.92× | ||
| Q1 25 | 2.65× | 2.02× | ||
| Q4 24 | 2.50× | 2.01× | ||
| Q3 24 | 2.24× | 2.18× | ||
| Q2 24 | 2.01× | 2.93× | ||
| Q1 24 | 1.79× | 2.97× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 2.78× | 9.62× |
| 过去12个月自由现金流最近4个季度 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流APPSFOLD
| Q4 25 | $14.2M | $16.3M | ||
| Q3 25 | $14.5M | $35.7M | ||
| Q2 25 | $8.8M | $-26.5M | ||
| Q1 25 | $11.9M | $7.8M | ||
| Q4 24 | $10.4M | $-3.9M | ||
| Q3 24 | $-8.7M | $-23.0M | ||
| Q2 24 | $-1.4M | $22.7M | ||
| Q1 24 | $28.7M | $-29.7M |
自由现金流APPSFOLD
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-23.3M | ||
| Q2 24 | — | $21.6M | ||
| Q1 24 | — | $-31.5M |
自由现金流率APPSFOLD
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | -28.5% |
资本支出强度APPSFOLD
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.6% |
现金转化率APPSFOLD
| Q4 25 | 2.78× | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
