vs
Digital Turbine, Inc.（APPS）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是Digital Turbine, Inc.的1.4倍（$210.4M vs $151.4M），福尼克斯净利率更高（10.9% vs 3.4%，领先7.5%），Digital Turbine, Inc.同比增速更快（12.4% vs -5.5%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
APPS vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.4倍
$151.4M
营收增速更快
APPS
高出17.9%
-5.5%
净利率更高
PLAB
高出7.5%
3.4%
两年增速更快
APPS
近两年复合增速
-3.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $210.4M |
| 净利润 | $5.1M | $22.9M |
| 毛利率 | 57.4% | 33.7% |
| 营业利润率 | 14.3% | 22.9% |
| 净利率 | 3.4% | 10.9% |
| 营收同比 | 12.4% | -5.5% |
| 净利润同比 | 122.1% | -32.4% |
| 每股收益（稀释后） | $0.03 | $0.39 |
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APPSPLAB
| Q4 25 | $151.4M | — | ||
| Q3 25 | $140.4M | $210.4M | ||
| Q2 25 | $130.9M | $211.0M | ||
| Q1 25 | $119.2M | $212.1M | ||
| Q4 24 | $134.6M | $222.6M | ||
| Q3 24 | $118.7M | $211.0M | ||
| Q2 24 | $118.0M | $217.0M | ||
| Q1 24 | $112.2M | $216.3M |
净利润APPSPLAB
| Q4 25 | $5.1M | — | ||
| Q3 25 | $-21.4M | $22.9M | ||
| Q2 25 | $-14.1M | $8.9M | ||
| Q1 25 | $-18.8M | $42.9M | ||
| Q4 24 | $-23.1M | $33.9M | ||
| Q3 24 | $-25.0M | $34.4M | ||
| Q2 24 | $-25.2M | $36.3M | ||
| Q1 24 | $-236.5M | $26.2M |
毛利率APPSPLAB
| Q4 25 | 57.4% | — | ||
| Q3 25 | 55.1% | 33.7% | ||
| Q2 25 | 55.6% | 36.9% | ||
| Q1 25 | 55.4% | 35.6% | ||
| Q4 24 | 48.0% | 37.0% | ||
| Q3 24 | 52.6% | 35.6% | ||
| Q2 24 | 52.7% | 36.5% | ||
| Q1 24 | 52.3% | 36.6% |
营业利润率APPSPLAB
| Q4 25 | 14.3% | — | ||
| Q3 25 | 4.7% | 22.9% | ||
| Q2 25 | -3.6% | 26.4% | ||
| Q1 25 | -9.8% | 24.6% | ||
| Q4 24 | -9.5% | 25.1% | ||
| Q3 24 | -11.4% | 24.7% | ||
| Q2 24 | -13.6% | 25.8% | ||
| Q1 24 | -185.2% | 26.6% |
净利率APPSPLAB
| Q4 25 | 3.4% | — | ||
| Q3 25 | -15.2% | 10.9% | ||
| Q2 25 | -10.8% | 4.2% | ||
| Q1 25 | -15.8% | 20.2% | ||
| Q4 24 | -17.2% | 15.2% | ||
| Q3 24 | -21.0% | 16.3% | ||
| Q2 24 | -21.3% | 16.7% | ||
| Q1 24 | -210.7% | 12.1% |
每股收益（稀释后）APPSPLAB
| Q4 25 | $0.03 | — | ||
| Q3 25 | $-0.20 | $0.39 | ||
| Q2 25 | $-0.13 | $0.15 | ||
| Q1 25 | $-0.18 | $0.68 | ||
| Q4 24 | $-0.22 | $0.54 | ||
| Q3 24 | $-0.24 | $0.55 | ||
| Q2 24 | $-0.25 | $0.58 | ||
| Q1 24 | $-2.33 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $355.0M | $16.0K |
| 股东权益账面价值 | $194.6M | $1.1B |
| 总资产 | $858.2M | $1.8B |
| 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APPSPLAB
| Q4 25 | $40.2M | — | ||
| Q3 25 | $38.8M | $575.8M | ||
| Q2 25 | $33.4M | $558.4M | ||
| Q1 25 | $39.4M | $642.2M | ||
| Q4 24 | $34.6M | $640.7M | ||
| Q3 24 | $32.1M | $606.4M | ||
| Q2 24 | $35.0M | $559.9M | ||
| Q1 24 | $32.9M | $521.5M |
总债务APPSPLAB
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | $16.0K | ||
| Q2 25 | $400.5M | $19.0K | ||
| Q1 25 | $408.7M | $21.0K | ||
| Q4 24 | $408.2M | $25.0K | ||
| Q3 24 | $407.6M | $28.0K | ||
| Q2 24 | $393.8M | $2.5M | ||
| Q1 24 | $383.5M | $2.7M |
股东权益APPSPLAB
| Q4 25 | $194.6M | — | ||
| Q3 25 | $148.1M | $1.1B | ||
| Q2 25 | $152.3M | $1.1B | ||
| Q1 25 | $154.0M | $1.1B | ||
| Q4 24 | $163.6M | $1.1B | ||
| Q3 24 | $182.4M | $1.1B | ||
| Q2 24 | $196.0M | $1.0B | ||
| Q1 24 | $213.9M | $1.0B |
总资产APPSPLAB
| Q4 25 | $858.2M | — | ||
| Q3 25 | $818.7M | $1.8B | ||
| Q2 25 | $818.4M | $1.7B | ||
| Q1 25 | $812.9M | $1.7B | ||
| Q4 24 | $839.7M | $1.7B | ||
| Q3 24 | $844.5M | $1.6B | ||
| Q2 24 | $860.2M | $1.6B | ||
| Q1 24 | $865.5M | $1.6B |
负债/权益比APPSPLAB
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | 0.00× | ||
| Q2 25 | 2.63× | 0.00× | ||
| Q1 25 | 2.65× | 0.00× | ||
| Q4 24 | 2.50× | 0.00× | ||
| Q3 24 | 2.24× | 0.00× | ||
| Q2 24 | 2.01× | 0.00× | ||
| Q1 24 | 1.79× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | 2.78× | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流APPSPLAB
| Q4 25 | $14.2M | — | ||
| Q3 25 | $14.5M | $50.1M | ||
| Q2 25 | $8.8M | $31.5M | ||
| Q1 25 | $11.9M | $78.5M | ||
| Q4 24 | $10.4M | $68.4M | ||
| Q3 24 | $-8.7M | $75.1M | ||
| Q2 24 | $-1.4M | $76.5M | ||
| Q1 24 | $28.7M | $41.5M |
自由现金流APPSPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $25.2M | ||
| Q2 25 | — | $-29.1M | ||
| Q1 25 | — | $43.3M | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $50.7M | ||
| Q2 24 | — | $56.5M | ||
| Q1 24 | — | $-1.8M |
自由现金流率APPSPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | -13.8% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 26.0% | ||
| Q1 24 | — | -0.8% |
资本支出强度APPSPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 20.0% |
现金转化率APPSPLAB
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
