vs
Digital Turbine, Inc.（APPS）与MACOM Technology Solutions Holdings, Inc.（MTSI）财务数据对比。点击上方公司名可切换其他公司
MACOM Technology Solutions Holdings, Inc.的季度营收约是Digital Turbine, Inc.的1.8倍（$271.6M vs $151.4M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 3.4%，领先14.6%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 12.4%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
APPS vs MTSI — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $271.6M |
| 净利润 | $5.1M | $48.8M |
| 毛利率 | 57.4% | 55.9% |
| 营业利润率 | 14.3% | 15.9% |
| 净利率 | 3.4% | 18.0% |
| 营收同比 | 12.4% | 24.5% |
| 净利润同比 | 122.1% | 129.1% |
| 每股收益（稀释后） | $0.03 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $151.4M | $261.2M | ||
| Q3 25 | $140.4M | $252.1M | ||
| Q2 25 | $130.9M | $235.9M | ||
| Q1 25 | $119.2M | $218.1M | ||
| Q4 24 | $134.6M | — | ||
| Q3 24 | $118.7M | $200.7M | ||
| Q2 24 | $118.0M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $5.1M | $45.1M | ||
| Q3 25 | $-21.4M | $36.5M | ||
| Q2 25 | $-14.1M | $31.7M | ||
| Q1 25 | $-18.8M | $-167.5M | ||
| Q4 24 | $-23.1M | — | ||
| Q3 24 | $-25.0M | $29.4M | ||
| Q2 24 | $-25.2M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 57.4% | 54.5% | ||
| Q3 25 | 55.1% | 55.3% | ||
| Q2 25 | 55.6% | 55.2% | ||
| Q1 25 | 55.4% | 53.7% | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 52.6% | 54.7% | ||
| Q2 24 | 52.7% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 14.3% | 15.2% | ||
| Q3 25 | 4.7% | 14.9% | ||
| Q2 25 | -3.6% | 14.8% | ||
| Q1 25 | -9.8% | 8.0% | ||
| Q4 24 | -9.5% | — | ||
| Q3 24 | -11.4% | 13.7% | ||
| Q2 24 | -13.6% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 3.4% | 17.3% | ||
| Q3 25 | -15.2% | 14.5% | ||
| Q2 25 | -10.8% | 13.4% | ||
| Q1 25 | -15.8% | -76.8% | ||
| Q4 24 | -17.2% | — | ||
| Q3 24 | -21.0% | 14.7% | ||
| Q2 24 | -21.3% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.03 | $0.67 | ||
| Q3 25 | $-0.20 | $0.48 | ||
| Q2 25 | $-0.13 | $0.42 | ||
| Q1 25 | $-0.18 | $-2.30 | ||
| Q4 24 | $-0.22 | — | ||
| Q3 24 | $-0.24 | $0.40 | ||
| Q2 24 | $-0.25 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $1.4B |
| 总资产 | $858.2M | $2.1B |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $40.2M | $786.0M | ||
| Q3 25 | $38.8M | $735.2M | ||
| Q2 25 | $33.4M | $681.5M | ||
| Q1 25 | $39.4M | $656.5M | ||
| Q4 24 | $34.6M | — | ||
| Q3 24 | $32.1M | $581.9M | ||
| Q2 24 | $35.0M | $521.5M |
| 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 | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $194.6M | $1.3B | ||
| Q3 25 | $148.1M | $1.3B | ||
| Q2 25 | $152.3M | $1.2B | ||
| Q1 25 | $154.0M | $1.2B | ||
| Q4 24 | $163.6M | — | ||
| Q3 24 | $182.4M | $1.1B | ||
| Q2 24 | $196.0M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $858.2M | $2.1B | ||
| Q3 25 | $818.7M | $2.0B | ||
| Q2 25 | $818.4M | $1.9B | ||
| Q1 25 | $812.9M | $1.8B | ||
| Q4 24 | $839.7M | — | ||
| Q3 24 | $844.5M | $1.8B | ||
| Q2 24 | $860.2M | $1.7B |
| 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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | — | $30.0M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | 2.78× | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $14.2M | $69.6M | ||
| Q3 25 | $14.5M | $60.4M | ||
| Q2 25 | $8.8M | $38.7M | ||
| Q1 25 | $11.9M | $66.7M | ||
| Q4 24 | $10.4M | — | ||
| Q3 24 | $-8.7M | $62.3M | ||
| Q2 24 | $-1.4M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | — | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 2.78× | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
