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Digital Turbine, Inc.（APPS）与IMAX（IMAX）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IMAX的1.2倍（$151.4M vs $125.2M），Digital Turbine, Inc.净利率更高（3.4% vs 0.5%，领先2.9%），IMAX同比增速更快（35.1% vs 12.4%），过去两年IMAX的营收复合增速更高（25.8% 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。
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
APPS vs IMAX — 直观对比
营收规模更大
APPS
是对方的1.2倍
$125.2M
营收增速更快
IMAX
高出22.7%
12.4%
净利率更高
APPS
高出2.9%
0.5%
两年增速更快
IMAX
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $125.2M |
| 净利润 | $5.1M | $637.0K |
| 毛利率 | 57.4% | 57.6% |
| 营业利润率 | 14.3% | 19.3% |
| 净利率 | 3.4% | 0.5% |
| 营收同比 | 12.4% | 35.1% |
| 净利润同比 | 122.1% | -88.0% |
| 每股收益（稀释后） | $0.03 | $0.02 |
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APPSIMAX
| Q4 25 | $151.4M | $125.2M | ||
| Q3 25 | $140.4M | $106.7M | ||
| Q2 25 | $130.9M | $91.7M | ||
| Q1 25 | $119.2M | $86.7M | ||
| Q4 24 | $134.6M | $92.7M | ||
| Q3 24 | $118.7M | $91.5M | ||
| Q2 24 | $118.0M | $89.0M | ||
| Q1 24 | $112.2M | $79.1M |
净利润APPSIMAX
| Q4 25 | $5.1M | $637.0K | ||
| Q3 25 | $-21.4M | $20.7M | ||
| Q2 25 | $-14.1M | $11.3M | ||
| Q1 25 | $-18.8M | $2.3M | ||
| Q4 24 | $-23.1M | $5.3M | ||
| Q3 24 | $-25.0M | $13.9M | ||
| Q2 24 | $-25.2M | $3.6M | ||
| Q1 24 | $-236.5M | $3.3M |
毛利率APPSIMAX
| Q4 25 | 57.4% | 57.6% | ||
| Q3 25 | 55.1% | 63.1% | ||
| Q2 25 | 55.6% | 58.5% | ||
| Q1 25 | 55.4% | 61.4% | ||
| Q4 24 | 48.0% | 52.2% | ||
| Q3 24 | 52.6% | 55.8% | ||
| Q2 24 | 52.7% | 49.4% | ||
| Q1 24 | 52.3% | 59.3% |
营业利润率APPSIMAX
| Q4 25 | 14.3% | 19.3% | ||
| Q3 25 | 4.7% | 27.2% | ||
| Q2 25 | -3.6% | 15.6% | ||
| Q1 25 | -9.8% | 19.3% | ||
| Q4 24 | -9.5% | 10.3% | ||
| Q3 24 | -11.4% | 21.2% | ||
| Q2 24 | -13.6% | 3.2% | ||
| Q1 24 | -185.2% | 15.3% |
净利率APPSIMAX
| Q4 25 | 3.4% | 0.5% | ||
| Q3 25 | -15.2% | 19.4% | ||
| Q2 25 | -10.8% | 12.3% | ||
| Q1 25 | -15.8% | 2.7% | ||
| Q4 24 | -17.2% | 5.7% | ||
| Q3 24 | -21.0% | 15.2% | ||
| Q2 24 | -21.3% | 4.0% | ||
| Q1 24 | -210.7% | 4.1% |
每股收益（稀释后）APPSIMAX
| Q4 25 | $0.03 | $0.02 | ||
| Q3 25 | $-0.20 | $0.37 | ||
| Q2 25 | $-0.13 | $0.20 | ||
| Q1 25 | $-0.18 | $0.04 | ||
| Q4 24 | $-0.22 | $0.09 | ||
| Q3 24 | $-0.24 | $0.26 | ||
| Q2 24 | $-0.25 | $0.07 | ||
| Q1 24 | $-2.33 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $337.9M |
| 总资产 | $858.2M | $894.0M |
| 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APPSIMAX
| Q4 25 | $40.2M | $151.2M | ||
| Q3 25 | $38.8M | $143.1M | ||
| Q2 25 | $33.4M | $109.3M | ||
| Q1 25 | $39.4M | $97.1M | ||
| Q4 24 | $34.6M | $100.6M | ||
| Q3 24 | $32.1M | $104.5M | ||
| Q2 24 | $35.0M | $91.6M | ||
| Q1 24 | $32.9M | $81.0M |
总债务APPSIMAX
| 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 | — | ||
| Q1 24 | $383.5M | — |
股东权益APPSIMAX
| Q4 25 | $194.6M | $337.9M | ||
| Q3 25 | $148.1M | $349.5M | ||
| Q2 25 | $152.3M | $320.4M | ||
| Q1 25 | $154.0M | $299.5M | ||
| Q4 24 | $163.6M | $299.5M | ||
| Q3 24 | $182.4M | $289.4M | ||
| Q2 24 | $196.0M | $267.2M | ||
| Q1 24 | $213.9M | $258.8M |
总资产APPSIMAX
| Q4 25 | $858.2M | $894.0M | ||
| Q3 25 | $818.7M | $889.6M | ||
| Q2 25 | $818.4M | $868.6M | ||
| Q1 25 | $812.9M | $848.3M | ||
| Q4 24 | $839.7M | $830.4M | ||
| Q3 24 | $844.5M | $847.6M | ||
| Q2 24 | $860.2M | $827.4M | ||
| Q1 24 | $865.5M | $824.1M |
负债/权益比APPSIMAX
| 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× | — | ||
| Q1 24 | 1.79× | — |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $28.0M |
| 自由现金流率自由现金流/营收 | — | 22.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 2.78× | 46.11× |
| 过去12个月自由现金流最近4个季度 | — | $118.9M |
8季度趋势，按日历期对齐
经营现金流APPSIMAX
| Q4 25 | $14.2M | $29.4M | ||
| Q3 25 | $14.5M | $67.5M | ||
| Q2 25 | $8.8M | $23.2M | ||
| Q1 25 | $11.9M | $7.0M | ||
| Q4 24 | $10.4M | $11.5M | ||
| Q3 24 | $-8.7M | $35.3M | ||
| Q2 24 | $-1.4M | $35.0M | ||
| Q1 24 | $28.7M | $-11.0M |
自由现金流APPSIMAX
| Q4 25 | — | $28.0M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $20.9M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | — | $6.9M | ||
| Q3 24 | — | $34.2M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $-12.1M |
自由现金流率APPSIMAX
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 37.3% | ||
| Q2 24 | — | 37.6% | ||
| Q1 24 | — | -15.3% |
资本支出强度APPSIMAX
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.4% |
现金转化率APPSIMAX
| Q4 25 | 2.78× | 46.11× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
