vs
Digital Turbine, Inc.（APPS）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.1倍（$151.4M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs 3.4%，领先0.2%），Digital Turbine, Inc.同比增速更快（12.4% vs 5.9%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
APPS vs STRT — 直观对比
营收规模更大
APPS
是对方的1.1倍
$137.5M
营收增速更快
APPS
高出6.6%
5.9%
净利率更高
STRT
高出0.2%
3.4%
两年增速更快
APPS
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $137.5M |
| 净利润 | $5.1M | $4.9M |
| 毛利率 | 57.4% | 16.5% |
| 营业利润率 | 14.3% | 3.5% |
| 净利率 | 3.4% | 3.6% |
| 营收同比 | 12.4% | 5.9% |
| 净利润同比 | 122.1% | 275.1% |
| 每股收益（稀释后） | $0.03 | $1.20 |
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APPSSTRT
| Q4 25 | $151.4M | $137.5M | ||
| Q3 25 | $140.4M | $152.4M | ||
| Q2 25 | $130.9M | $152.0M | ||
| Q1 25 | $119.2M | $144.1M | ||
| Q4 24 | $134.6M | $129.9M | ||
| Q3 24 | $118.7M | $139.1M | ||
| Q2 24 | $118.0M | — | ||
| Q1 24 | $112.2M | $140.8M |
净利润APPSSTRT
| Q4 25 | $5.1M | $4.9M | ||
| Q3 25 | $-21.4M | $8.5M | ||
| Q2 25 | $-14.1M | $8.3M | ||
| Q1 25 | $-18.8M | $5.4M | ||
| Q4 24 | $-23.1M | $1.3M | ||
| Q3 24 | $-25.0M | $3.7M | ||
| Q2 24 | $-25.2M | — | ||
| Q1 24 | $-236.5M | $1.5M |
毛利率APPSSTRT
| Q4 25 | 57.4% | 16.5% | ||
| Q3 25 | 55.1% | 17.3% | ||
| Q2 25 | 55.6% | 16.7% | ||
| Q1 25 | 55.4% | 16.0% | ||
| Q4 24 | 48.0% | 13.2% | ||
| Q3 24 | 52.6% | 13.6% | ||
| Q2 24 | 52.7% | — | ||
| Q1 24 | 52.3% | 10.4% |
营业利润率APPSSTRT
| Q4 25 | 14.3% | 3.5% | ||
| Q3 25 | 4.7% | 6.9% | ||
| Q2 25 | -3.6% | 5.6% | ||
| Q1 25 | -9.8% | 4.9% | ||
| Q4 24 | -9.5% | 1.6% | ||
| Q3 24 | -11.4% | 3.6% | ||
| Q2 24 | -13.6% | — | ||
| Q1 24 | -185.2% | 1.4% |
净利率APPSSTRT
| Q4 25 | 3.4% | 3.6% | ||
| Q3 25 | -15.2% | 5.6% | ||
| Q2 25 | -10.8% | 5.4% | ||
| Q1 25 | -15.8% | 3.7% | ||
| Q4 24 | -17.2% | 1.0% | ||
| Q3 24 | -21.0% | 2.7% | ||
| Q2 24 | -21.3% | — | ||
| Q1 24 | -210.7% | 1.1% |
每股收益（稀释后）APPSSTRT
| Q4 25 | $0.03 | $1.20 | ||
| Q3 25 | $-0.20 | $2.07 | ||
| Q2 25 | $-0.13 | $2.02 | ||
| Q1 25 | $-0.18 | $1.32 | ||
| Q4 24 | $-0.22 | $0.32 | ||
| Q3 24 | $-0.24 | $0.92 | ||
| Q2 24 | $-0.25 | — | ||
| Q1 24 | $-2.33 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $236.8M |
| 总资产 | $858.2M | $392.2M |
| 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APPSSTRT
| Q4 25 | $40.2M | $99.0M | ||
| Q3 25 | $38.8M | $90.5M | ||
| Q2 25 | $33.4M | $84.6M | ||
| Q1 25 | $39.4M | $62.1M | ||
| Q4 24 | $34.6M | $42.6M | ||
| Q3 24 | $32.1M | $34.4M | ||
| Q2 24 | $35.0M | — | ||
| Q1 24 | $32.9M | $9.6M |
总债务APPSSTRT
| 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APPSSTRT
| Q4 25 | $194.6M | $236.8M | ||
| Q3 25 | $148.1M | $230.5M | ||
| Q2 25 | $152.3M | $221.6M | ||
| Q1 25 | $154.0M | $210.7M | ||
| Q4 24 | $163.6M | $204.5M | ||
| Q3 24 | $182.4M | $203.0M | ||
| Q2 24 | $196.0M | — | ||
| Q1 24 | $213.9M | $193.8M |
总资产APPSSTRT
| Q4 25 | $858.2M | $392.2M | ||
| Q3 25 | $818.7M | $390.1M | ||
| Q2 25 | $818.4M | $391.5M | ||
| Q1 25 | $812.9M | $387.4M | ||
| Q4 24 | $839.7M | $355.9M | ||
| Q3 24 | $844.5M | $366.9M | ||
| Q2 24 | $860.2M | — | ||
| Q1 24 | $865.5M | $348.5M |
负债/权益比APPSSTRT
| 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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | 2.78× | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流APPSSTRT
| Q4 25 | $14.2M | $13.9M | ||
| Q3 25 | $14.5M | $11.3M | ||
| Q2 25 | $8.8M | $30.2M | ||
| Q1 25 | $11.9M | $20.7M | ||
| Q4 24 | $10.4M | $9.4M | ||
| Q3 24 | $-8.7M | $11.3M | ||
| Q2 24 | $-1.4M | — | ||
| Q1 24 | $28.7M | $-309.0K |
自由现金流APPSSTRT
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.0M |
自由现金流率APPSSTRT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.4% |
资本支出强度APPSSTRT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.2% |
现金转化率APPSSTRT
| Q4 25 | 2.78× | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
