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Digital Turbine, Inc.（APPS）与IBEX Ltd（IBEX）财务数据对比。点击上方公司名可切换其他公司
IBEX Ltd的季度营收约是Digital Turbine, Inc.的1.1倍（$164.2M vs $151.4M），IBEX Ltd净利率更高（7.4% vs 3.4%，领先4.1%），IBEX Ltd同比增速更快（16.7% vs 12.4%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 13.8%）
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。
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
APPS vs IBEX — 直观对比
营收规模更大
IBEX
是对方的1.1倍
$151.4M
营收增速更快
IBEX
高出4.3%
12.4%
净利率更高
IBEX
高出4.1%
3.4%
两年增速更快
APPS
近两年复合增速
13.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $164.2M |
| 净利润 | $5.1M | $12.2M |
| 毛利率 | 57.4% | — |
| 营业利润率 | 14.3% | 9.3% |
| 净利率 | 3.4% | 7.4% |
| 营收同比 | 12.4% | 16.7% |
| 净利润同比 | 122.1% | 31.8% |
| 每股收益（稀释后） | $0.03 | $0.83 |
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APPSIBEX
| Q4 25 | $151.4M | $164.2M | ||
| Q3 25 | $140.4M | $151.2M | ||
| Q2 25 | $130.9M | $147.1M | ||
| Q1 25 | $119.2M | $140.7M | ||
| Q4 24 | $134.6M | $140.7M | ||
| Q3 24 | $118.7M | $129.7M | ||
| Q2 24 | $118.0M | $124.5M | ||
| Q1 24 | $112.2M | $126.8M |
净利润APPSIBEX
| Q4 25 | $5.1M | $12.2M | ||
| Q3 25 | $-21.4M | $12.0M | ||
| Q2 25 | $-14.1M | $9.6M | ||
| Q1 25 | $-18.8M | $10.5M | ||
| Q4 24 | $-23.1M | $9.3M | ||
| Q3 24 | $-25.0M | $7.5M | ||
| Q2 24 | $-25.2M | $9.8M | ||
| Q1 24 | $-236.5M | $10.3M |
毛利率APPSIBEX
| 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APPSIBEX
| Q4 25 | 14.3% | 9.3% | ||
| Q3 25 | 4.7% | 9.1% | ||
| Q2 25 | -3.6% | 8.3% | ||
| Q1 25 | -9.8% | 9.5% | ||
| Q4 24 | -9.5% | 8.5% | ||
| Q3 24 | -11.4% | 7.0% | ||
| Q2 24 | -13.6% | 10.3% | ||
| Q1 24 | -185.2% | 8.9% |
净利率APPSIBEX
| Q4 25 | 3.4% | 7.4% | ||
| Q3 25 | -15.2% | 8.0% | ||
| Q2 25 | -10.8% | 6.5% | ||
| Q1 25 | -15.8% | 7.4% | ||
| Q4 24 | -17.2% | 6.6% | ||
| Q3 24 | -21.0% | 5.8% | ||
| Q2 24 | -21.3% | 7.9% | ||
| Q1 24 | -210.7% | 8.1% |
每股收益（稀释后）APPSIBEX
| Q4 25 | $0.03 | $0.83 | ||
| Q3 25 | $-0.20 | $0.82 | ||
| Q2 25 | $-0.13 | $0.63 | ||
| Q1 25 | $-0.18 | $0.73 | ||
| Q4 24 | $-0.22 | $0.57 | ||
| Q3 24 | $-0.24 | $0.43 | ||
| Q2 24 | $-0.25 | $0.55 | ||
| Q1 24 | $-2.33 | $0.57 |
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 | $15.5M |
| 总债务越低越好 | $355.0M | $594.0K |
| 股东权益账面价值 | $194.6M | $154.5M |
| 总资产 | $858.2M | $295.8M |
| 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APPSIBEX
| Q4 25 | $40.2M | $15.5M | ||
| Q3 25 | $38.8M | $22.7M | ||
| Q2 25 | $33.4M | $15.3M | ||
| Q1 25 | $39.4M | $13.0M | ||
| Q4 24 | $34.6M | $20.2M | ||
| Q3 24 | $32.1M | $62.3M | ||
| Q2 24 | $35.0M | $62.7M | ||
| Q1 24 | $32.9M | $50.7M |
总债务APPSIBEX
| Q4 25 | $355.0M | $594.0K | ||
| Q3 25 | $396.4M | $726.0K | ||
| Q2 25 | $400.5M | $796.0K | ||
| Q1 25 | $408.7M | $735.0K | ||
| Q4 24 | $408.2M | $695.0K | ||
| Q3 24 | $407.6M | $802.0K | ||
| Q2 24 | $393.8M | $867.0K | ||
| Q1 24 | $383.5M | $820.0K |
股东权益APPSIBEX
| Q4 25 | $194.6M | $154.5M | ||
| Q3 25 | $148.1M | $143.6M | ||
| Q2 25 | $152.3M | $134.3M | ||
| Q1 25 | $154.0M | $124.2M | ||
| Q4 24 | $163.6M | $108.9M | ||
| Q3 24 | $182.4M | $171.1M | ||
| Q2 24 | $196.0M | $165.8M | ||
| Q1 24 | $213.9M | $159.3M |
总资产APPSIBEX
| Q4 25 | $858.2M | $295.8M | ||
| Q3 25 | $818.7M | $283.9M | ||
| Q2 25 | $818.4M | $273.2M | ||
| Q1 25 | $812.9M | $274.7M | ||
| Q4 24 | $839.7M | $272.5M | ||
| Q3 24 | $844.5M | $306.3M | ||
| Q2 24 | $860.2M | $293.9M | ||
| Q1 24 | $865.5M | $289.6M |
负债/权益比APPSIBEX
| Q4 25 | 1.82× | 0.00× | ||
| Q3 25 | 2.68× | 0.01× | ||
| Q2 25 | 2.63× | 0.01× | ||
| Q1 25 | 2.65× | 0.01× | ||
| Q4 24 | 2.50× | 0.01× | ||
| Q3 24 | 2.24× | 0.00× | ||
| Q2 24 | 2.01× | 0.01× | ||
| 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 | $6.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.1M |
| 自由现金流率自由现金流/营收 | — | -3.1% |
| 资本支出强度资本支出/营收 | — | 7.1% |
| 现金转化率经营现金流/净利润 | 2.78× | 0.54× |
| 过去12个月自由现金流最近4个季度 | — | $29.3M |
8季度趋势，按日历期对齐
经营现金流APPSIBEX
| Q4 25 | $14.2M | $6.6M | ||
| Q3 25 | $14.5M | $15.7M | ||
| Q2 25 | $8.8M | $27.9M | ||
| Q1 25 | $11.9M | $8.8M | ||
| Q4 24 | $10.4M | $1.1M | ||
| Q3 24 | $-8.7M | $7.8M | ||
| Q2 24 | $-1.4M | $17.4M | ||
| Q1 24 | $28.7M | $11.4M |
自由现金流APPSIBEX
| Q4 25 | — | $-5.1M | ||
| Q3 25 | — | $8.0M | ||
| Q2 25 | — | $22.8M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $-3.2M | ||
| Q3 24 | — | $4.1M | ||
| Q2 24 | — | $15.2M | ||
| Q1 24 | — | $9.7M |
自由现金流率APPSIBEX
| Q4 25 | — | -3.1% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | -2.3% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 7.7% |
资本支出强度APPSIBEX
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.3% |
现金转化率APPSIBEX
| Q4 25 | 2.78× | 0.54× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 2.91× | ||
| Q1 25 | — | 0.84× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.77× | ||
| Q1 24 | — | 1.11× |
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% |
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
