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Digital Turbine, Inc.（APPS）与Planet Labs PBC（PL）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Planet Labs PBC的1.9倍（$151.4M vs $81.3M），Digital Turbine, Inc.净利率更高（3.4% vs -72.8%，领先76.2%），Planet Labs PBC同比增速更快（32.6% vs 12.4%），过去两年Planet Labs PBC的营收复合增速更高（17.5% 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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
APPS vs PL — 直观对比
营收规模更大
APPS
是对方的1.9倍
$81.3M
营收增速更快
PL
高出20.2%
12.4%
净利率更高
APPS
高出76.2%
-72.8%
两年增速更快
PL
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $81.3M |
| 净利润 | $5.1M | $-59.2M |
| 毛利率 | 57.4% | 57.3% |
| 营业利润率 | 14.3% | -22.6% |
| 净利率 | 3.4% | -72.8% |
| 营收同比 | 12.4% | 32.6% |
| 净利润同比 | 122.1% | -194.7% |
| 每股收益（稀释后） | $0.03 | $-0.19 |
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APPSPL
| Q4 25 | $151.4M | $81.3M | ||
| Q3 25 | $140.4M | $73.4M | ||
| Q2 25 | $130.9M | $66.3M | ||
| Q1 25 | $119.2M | $61.6M | ||
| Q4 24 | $134.6M | $61.3M | ||
| Q3 24 | $118.7M | $61.1M | ||
| Q2 24 | $118.0M | $60.4M | ||
| Q1 24 | $112.2M | $58.9M |
净利润APPSPL
| Q4 25 | $5.1M | $-59.2M | ||
| Q3 25 | $-21.4M | $-22.6M | ||
| Q2 25 | $-14.1M | $-12.6M | ||
| Q1 25 | $-18.8M | $-35.2M | ||
| Q4 24 | $-23.1M | $-20.1M | ||
| Q3 24 | $-25.0M | $-38.7M | ||
| Q2 24 | $-25.2M | $-29.3M | ||
| Q1 24 | $-236.5M | $-30.1M |
毛利率APPSPL
| Q4 25 | 57.4% | 57.3% | ||
| Q3 25 | 55.1% | 57.6% | ||
| Q2 25 | 55.6% | 55.2% | ||
| Q1 25 | 55.4% | 62.1% | ||
| Q4 24 | 48.0% | 61.2% | ||
| Q3 24 | 52.6% | 52.9% | ||
| Q2 24 | 52.7% | 52.4% | ||
| Q1 24 | 52.3% | 55.2% |
营业利润率APPSPL
| Q4 25 | 14.3% | -22.6% | ||
| Q3 25 | 4.7% | -24.5% | ||
| Q2 25 | -3.6% | -34.4% | ||
| Q1 25 | -9.8% | -31.5% | ||
| Q4 24 | -9.5% | -36.9% | ||
| Q3 24 | -11.4% | -64.8% | ||
| Q2 24 | -13.6% | -57.2% | ||
| Q1 24 | -185.2% | -57.6% |
净利率APPSPL
| Q4 25 | 3.4% | -72.8% | ||
| Q3 25 | -15.2% | -30.8% | ||
| Q2 25 | -10.8% | -19.1% | ||
| Q1 25 | -15.8% | -57.1% | ||
| Q4 24 | -17.2% | -32.8% | ||
| Q3 24 | -21.0% | -63.3% | ||
| Q2 24 | -21.3% | -48.5% | ||
| Q1 24 | -210.7% | -51.1% |
每股收益（稀释后）APPSPL
| Q4 25 | $0.03 | $-0.19 | ||
| Q3 25 | $-0.20 | $-0.07 | ||
| Q2 25 | $-0.13 | $-0.04 | ||
| Q1 25 | $-0.18 | $-0.12 | ||
| Q4 24 | $-0.22 | $-0.07 | ||
| Q3 24 | $-0.24 | $-0.13 | ||
| Q2 24 | $-0.25 | $-0.10 | ||
| Q1 24 | $-2.33 | $-0.10 |
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 | $443.3M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $349.6M |
| 总资产 | $858.2M | $1.1B |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
现金及短期投资APPSPL
| Q4 25 | $40.2M | $443.3M | ||
| Q3 25 | $38.8M | $181.1M | ||
| Q2 25 | $33.4M | $133.5M | ||
| Q1 25 | $39.4M | $118.0M | ||
| Q4 24 | $34.6M | $139.0M | ||
| Q3 24 | $32.1M | $148.3M | ||
| Q2 24 | $35.0M | $107.4M | ||
| Q1 24 | $32.9M | $83.9M |
总债务APPSPL
| 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APPSPL
| Q4 25 | $194.6M | $349.6M | ||
| Q3 25 | $148.1M | $435.7M | ||
| Q2 25 | $152.3M | $444.8M | ||
| Q1 25 | $154.0M | $441.3M | ||
| Q4 24 | $163.6M | $464.6M | ||
| Q3 24 | $182.4M | $473.2M | ||
| Q2 24 | $196.0M | $500.3M | ||
| Q1 24 | $213.9M | $518.0M |
总资产APPSPL
| Q4 25 | $858.2M | $1.1B | ||
| Q3 25 | $818.7M | $696.4M | ||
| Q2 25 | $818.4M | $658.4M | ||
| Q1 25 | $812.9M | $633.8M | ||
| Q4 24 | $839.7M | $630.8M | ||
| Q3 24 | $844.5M | $658.4M | ||
| Q2 24 | $860.2M | $674.6M | ||
| Q1 24 | $865.5M | $702.0M |
负债/权益比APPSPL
| 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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | — | $1.9M |
| 自由现金流率自由现金流/营收 | — | 2.3% |
| 资本支出强度资本支出/营收 | — | 32.9% |
| 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 | — | $40.7M |
8季度趋势，按日历期对齐
经营现金流APPSPL
| Q4 25 | $14.2M | $28.6M | ||
| Q3 25 | $14.5M | $67.8M | ||
| Q2 25 | $8.8M | $17.3M | ||
| Q1 25 | $11.9M | $-6.3M | ||
| Q4 24 | $10.4M | $4.1M | ||
| Q3 24 | $-8.7M | $-7.9M | ||
| Q2 24 | $-1.4M | $-4.3M | ||
| Q1 24 | $28.7M | $-6.8M |
自由现金流APPSPL
| Q4 25 | — | $1.9M | ||
| Q3 25 | — | $47.5M | ||
| Q2 25 | — | $9.2M | ||
| Q1 25 | — | $-17.9M | ||
| Q4 24 | — | $-3.6M | ||
| Q3 24 | — | $-23.0M | ||
| Q2 24 | — | $-14.2M | ||
| Q1 24 | — | $-15.7M |
自由现金流率APPSPL
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 64.7% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | -29.1% | ||
| Q4 24 | — | -5.8% | ||
| Q3 24 | — | -37.6% | ||
| Q2 24 | — | -23.6% | ||
| Q1 24 | — | -26.7% |
资本支出强度APPSPL
| Q4 25 | — | 32.9% | ||
| Q3 25 | — | 27.6% | ||
| Q2 25 | — | 12.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | — | 15.1% |
现金转化率APPSPL
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | — | ||
| 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% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
