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Digital Turbine, Inc.（APPS）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.2倍（$151.4M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 3.4%，领先126.4%），Digital Turbine, Inc.同比增速更快（12.4% vs 4.7%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
APPS vs PD — 直观对比
营收规模更大
APPS
是对方的1.2倍
$124.5M
营收增速更快
APPS
高出7.7%
4.7%
净利率更高
PD
高出126.4%
3.4%
两年增速更快
APPS
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $124.5M |
| 净利润 | $5.1M | $161.6M |
| 毛利率 | 57.4% | 85.3% |
| 营业利润率 | 14.3% | 6.5% |
| 净利率 | 3.4% | 129.7% |
| 营收同比 | 12.4% | 4.7% |
| 净利润同比 | 122.1% | 2827.7% |
| 每股收益（稀释后） | $0.03 | $1.69 |
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APPSPD
| Q4 25 | $151.4M | $124.5M | ||
| Q3 25 | $140.4M | $123.4M | ||
| Q2 25 | $130.9M | $119.8M | ||
| Q1 25 | $119.2M | $121.4M | ||
| Q4 24 | $134.6M | $118.9M | ||
| Q3 24 | $118.7M | $115.9M | ||
| Q2 24 | $118.0M | $111.2M | ||
| Q1 24 | $112.2M | $111.1M |
净利润APPSPD
| Q4 25 | $5.1M | $161.6M | ||
| Q3 25 | $-21.4M | $9.6M | ||
| Q2 25 | $-14.1M | $-7.2M | ||
| Q1 25 | $-18.8M | $-8.8M | ||
| Q4 24 | $-23.1M | $-5.9M | ||
| Q3 24 | $-25.0M | $-10.9M | ||
| Q2 24 | $-25.2M | $-17.1M | ||
| Q1 24 | $-236.5M | $-28.2M |
毛利率APPSPD
| Q4 25 | 57.4% | 85.3% | ||
| Q3 25 | 55.1% | 84.6% | ||
| Q2 25 | 55.6% | 84.0% | ||
| Q1 25 | 55.4% | 83.6% | ||
| Q4 24 | 48.0% | 83.0% | ||
| Q3 24 | 52.6% | 82.7% | ||
| Q2 24 | 52.7% | 82.6% | ||
| Q1 24 | 52.3% | 81.7% |
营业利润率APPSPD
| Q4 25 | 14.3% | 6.5% | ||
| Q3 25 | 4.7% | 2.9% | ||
| Q2 25 | -3.6% | -8.6% | ||
| Q1 25 | -9.8% | -9.6% | ||
| Q4 24 | -9.5% | -8.7% | ||
| Q3 24 | -11.4% | -13.8% | ||
| Q2 24 | -13.6% | -19.5% | ||
| Q1 24 | -185.2% | -30.1% |
净利率APPSPD
| Q4 25 | 3.4% | 129.7% | ||
| Q3 25 | -15.2% | 7.8% | ||
| Q2 25 | -10.8% | -6.0% | ||
| Q1 25 | -15.8% | -7.2% | ||
| Q4 24 | -17.2% | -5.0% | ||
| Q3 24 | -21.0% | -9.4% | ||
| Q2 24 | -21.3% | -15.4% | ||
| Q1 24 | -210.7% | -25.3% |
每股收益（稀释后）APPSPD
| Q4 25 | $0.03 | $1.69 | ||
| Q3 25 | $-0.20 | $0.10 | ||
| Q2 25 | $-0.13 | $-0.07 | ||
| Q1 25 | $-0.18 | $-0.12 | ||
| Q4 24 | $-0.22 | $-0.07 | ||
| Q3 24 | $-0.24 | $-0.14 | ||
| Q2 24 | $-0.25 | $-0.26 | ||
| Q1 24 | $-2.33 | $-0.34 |
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 | $547.8M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $320.5M |
| 总资产 | $858.2M | $1.0B |
| 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APPSPD
| Q4 25 | $40.2M | $547.8M | ||
| Q3 25 | $38.8M | $567.9M | ||
| Q2 25 | $33.4M | $597.1M | ||
| Q1 25 | $39.4M | $570.8M | ||
| Q4 24 | $34.6M | $542.2M | ||
| Q3 24 | $32.1M | $599.3M | ||
| Q2 24 | $35.0M | $592.8M | ||
| Q1 24 | $32.9M | $571.2M |
总债务APPSPD
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | $484.5M | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — | ||
| Q1 24 | $383.5M | $489.5M |
股东权益APPSPD
| Q4 25 | $194.6M | $320.5M | ||
| Q3 25 | $148.1M | $180.7M | ||
| Q2 25 | $152.3M | $145.7M | ||
| Q1 25 | $154.0M | $129.8M | ||
| Q4 24 | $163.6M | $111.6M | ||
| Q3 24 | $182.4M | $164.7M | ||
| Q2 24 | $196.0M | $174.0M | ||
| Q1 24 | $213.9M | $171.6M |
总资产APPSPD
| Q4 25 | $858.2M | $1.0B | ||
| Q3 25 | $818.7M | $891.5M | ||
| Q2 25 | $818.4M | $926.8M | ||
| Q1 25 | $812.9M | $927.3M | ||
| Q4 24 | $839.7M | $866.8M | ||
| Q3 24 | $844.5M | $916.0M | ||
| Q2 24 | $860.2M | $924.0M | ||
| Q1 24 | $865.5M | $925.3M |
负债/权益比APPSPD
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | 3.73× | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — | ||
| Q1 24 | 1.79× | 2.85× |
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 | $24.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.1M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 2.78× | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | $117.6M |
8季度趋势，按日历期对齐
经营现金流APPSPD
| Q4 25 | $14.2M | $24.8M | ||
| Q3 25 | $14.5M | $34.0M | ||
| Q2 25 | $8.8M | $30.7M | ||
| Q1 25 | $11.9M | $31.4M | ||
| Q4 24 | $10.4M | $22.1M | ||
| Q3 24 | $-8.7M | $35.8M | ||
| Q2 24 | $-1.4M | $28.6M | ||
| Q1 24 | $28.7M | $22.2M |
自由现金流APPSPD
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
自由现金流率APPSPD
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
资本支出强度APPSPD
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
现金转化率APPSPD
| Q4 25 | 2.78× | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
