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Digital Turbine, Inc.(APPS)与GLAUKOS Corp(GKOS)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GLAUKOS Corp的1.0倍($151.4M vs $150.6M),GLAUKOS Corp净利率更高(6.2% vs 3.4%,领先2.8%),GLAUKOS Corp同比增速更快(41.2% vs 12.4%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业,开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品,主要市场覆盖北美、欧洲及亚太地区,为全球医院、眼科诊所及患者提供服务。
APPS vs GKOS — 直观对比
营收规模更大
APPS
是对方的1.0倍
$150.6M
营收增速更快
GKOS
高出28.7%
12.4%
净利率更高
GKOS
高出2.8%
3.4%
两年增速更快
GKOS
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $151.4M | $150.6M |
| 净利润 | $5.1M | $9.4M |
| 毛利率 | 57.4% | 77.9% |
| 营业利润率 | 14.3% | 9.0% |
| 净利率 | 3.4% | 6.2% |
| 营收同比 | 12.4% | 41.2% |
| 净利润同比 | 122.1% | — |
| 每股收益(稀释后) | $0.03 | — |
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
APPS
GKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $151.4M | $143.1M | ||
| Q3 25 | $140.4M | $133.5M | ||
| Q2 25 | $130.9M | $124.1M | ||
| Q1 25 | $119.2M | $106.7M | ||
| Q4 24 | $134.6M | $105.5M | ||
| Q3 24 | $118.7M | $96.7M | ||
| Q2 24 | $118.0M | $95.7M |
净利润
APPS
GKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $5.1M | $-133.7M | ||
| Q3 25 | $-21.4M | $-16.2M | ||
| Q2 25 | $-14.1M | $-19.7M | ||
| Q1 25 | $-18.8M | $-18.1M | ||
| Q4 24 | $-23.1M | $-33.6M | ||
| Q3 24 | $-25.0M | $-21.4M | ||
| Q2 24 | $-25.2M | $-50.5M |
毛利率
APPS
GKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 57.4% | -1.1% | ||
| Q3 25 | 55.1% | 78.4% | ||
| Q2 25 | 55.6% | 78.3% | ||
| Q1 25 | 55.4% | 77.2% | ||
| Q4 24 | 48.0% | 72.9% | ||
| Q3 24 | 52.6% | 76.6% | ||
| Q2 24 | 52.7% | 76.4% |
营业利润率
APPS
GKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 14.3% | -97.7% | ||
| Q3 25 | 4.7% | -12.3% | ||
| Q2 25 | -3.6% | -18.3% | ||
| Q1 25 | -9.8% | -19.4% | ||
| Q4 24 | -9.5% | -27.2% | ||
| Q3 24 | -11.4% | -25.5% | ||
| Q2 24 | -13.6% | -31.3% |
净利率
APPS
GKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 3.4% | -93.4% | ||
| Q3 25 | -15.2% | -12.2% | ||
| Q2 25 | -10.8% | -15.8% | ||
| Q1 25 | -15.8% | -17.0% | ||
| Q4 24 | -17.2% | -31.8% | ||
| Q3 24 | -21.0% | -22.1% | ||
| Q2 24 | -21.3% | -52.8% |
每股收益(稀释后)
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.03 | $-2.34 | ||
| Q3 25 | $-0.20 | $-0.28 | ||
| Q2 25 | $-0.13 | $-0.34 | ||
| Q1 25 | $-0.18 | $-0.32 | ||
| Q4 24 | $-0.22 | $-0.56 | ||
| Q3 24 | $-0.24 | $-0.39 | ||
| Q2 24 | $-0.25 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $670.9M |
| 总资产 | $858.2M | $893.3M |
| 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
APPS
GKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $40.2M | $90.8M | ||
| Q3 25 | $38.8M | $98.2M | ||
| Q2 25 | $33.4M | $100.8M | ||
| Q1 25 | $39.4M | $114.3M | ||
| Q4 24 | $34.6M | $169.6M | ||
| Q3 24 | $32.1M | $100.1M | ||
| Q2 24 | $35.0M | $68.1M |
总债务
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | — | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — |
股东权益
APPS
GKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $194.6M | $656.2M | ||
| Q3 25 | $148.1M | $769.5M | ||
| Q2 25 | $152.3M | $765.1M | ||
| Q1 25 | $154.0M | $764.0M | ||
| Q4 24 | $163.6M | $766.9M | ||
| Q3 24 | $182.4M | $668.5M | ||
| Q2 24 | $196.0M | $665.2M |
总资产
APPS
GKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $858.2M | $893.5M | ||
| Q3 25 | $818.7M | $999.4M | ||
| Q2 25 | $818.4M | $987.0M | ||
| Q1 25 | $812.9M | $966.2M | ||
| Q4 24 | $839.7M | $974.8M | ||
| Q3 24 | $844.5M | $926.5M | ||
| Q2 24 | $860.2M | $919.7M |
负债/权益比
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | — | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $6.8M | ||
| Q3 25 | $14.5M | $-10.1M | ||
| Q2 25 | $8.8M | $7.0M | ||
| Q1 25 | $11.9M | $-18.5M | ||
| Q4 24 | $10.4M | $507.0K | ||
| Q3 24 | $-8.7M | $-9.6M | ||
| Q2 24 | $-1.4M | $-18.4M |
自由现金流
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | — | $3.9M | ||
| Q3 25 | — | $-11.7M | ||
| Q2 25 | — | $5.8M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | — | $-11.0M | ||
| Q2 24 | — | $-20.5M |
自由现金流率
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | -8.8% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | -19.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | — | -11.4% | ||
| Q2 24 | — | -21.4% |
资本支出强度
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.2% |
现金转化率
APPS
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
GKOS
暂无分部数据