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Digital Turbine, Inc.（APPS）与Thryv Holdings, Inc.（THRY）财务数据对比。点击上方公司名可切换其他公司
Thryv Holdings, Inc.的季度营收约是Digital Turbine, Inc.的1.1倍（$167.7M vs $151.4M），Digital Turbine, Inc.净利率更高（3.4% vs 2.7%，领先0.7%），Digital Turbine, Inc.同比增速更快（12.4% vs -7.5%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
APPS vs THRY — 直观对比
营收规模更大
THRY
是对方的1.1倍
$151.4M
营收增速更快
APPS
高出20.0%
-7.5%
净利率更高
APPS
高出0.7%
2.7%
两年增速更快
APPS
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $167.7M |
| 净利润 | $5.1M | $4.5M |
| 毛利率 | 57.4% | 65.2% |
| 营业利润率 | 14.3% | 37.3% |
| 净利率 | 3.4% | 2.7% |
| 营收同比 | 12.4% | -7.5% |
| 净利润同比 | 122.1% | 147.2% |
| 每股收益（稀释后） | $0.03 | $0.10 |
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APPSTHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $151.4M | $191.6M | ||
| Q3 25 | $140.4M | $201.6M | ||
| Q2 25 | $130.9M | $210.5M | ||
| Q1 25 | $119.2M | $181.4M | ||
| Q4 24 | $134.6M | $186.6M | ||
| Q3 24 | $118.7M | $179.9M | ||
| Q2 24 | $118.0M | $224.1M |
净利润APPSTHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.1M | $-9.7M | ||
| Q3 25 | $-21.4M | $5.7M | ||
| Q2 25 | $-14.1M | $13.9M | ||
| Q1 25 | $-18.8M | $-9.6M | ||
| Q4 24 | $-23.1M | $7.9M | ||
| Q3 24 | $-25.0M | $-96.1M | ||
| Q2 24 | $-25.2M | $5.5M |
毛利率APPSTHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 57.4% | 68.0% | ||
| Q3 25 | 55.1% | 67.7% | ||
| Q2 25 | 55.6% | 69.7% | ||
| Q1 25 | 55.4% | 65.8% | ||
| Q4 24 | 48.0% | 65.9% | ||
| Q3 24 | 52.6% | 62.3% | ||
| Q2 24 | 52.7% | 66.3% |
营业利润率APPSTHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | 14.3% | 5.3% | ||
| Q3 25 | 4.7% | 9.9% | ||
| Q2 25 | -3.6% | 14.0% | ||
| Q1 25 | -9.8% | -1.7% | ||
| Q4 24 | -9.5% | -3.9% | ||
| Q3 24 | -11.4% | -49.2% | ||
| Q2 24 | -13.6% | 14.0% |
净利率APPSTHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | 3.4% | -5.0% | ||
| Q3 25 | -15.2% | 2.8% | ||
| Q2 25 | -10.8% | 6.6% | ||
| Q1 25 | -15.8% | -5.3% | ||
| Q4 24 | -17.2% | 4.2% | ||
| Q3 24 | -21.0% | -53.4% | ||
| Q2 24 | -21.3% | 2.5% |
每股收益（稀释后）APPSTHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $0.03 | $-0.21 | ||
| Q3 25 | $-0.20 | $0.13 | ||
| Q2 25 | $-0.13 | $0.31 | ||
| Q1 25 | $-0.18 | $-0.22 | ||
| Q4 24 | $-0.22 | $0.28 | ||
| Q3 24 | $-0.24 | $-2.65 | ||
| Q2 24 | $-0.25 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $225.4M |
| 总资产 | $858.2M | $693.7M |
| 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APPSTHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $40.2M | $10.8M | ||
| Q3 25 | $38.8M | $11.6M | ||
| Q2 25 | $33.4M | $10.8M | ||
| Q1 25 | $39.4M | $11.0M | ||
| Q4 24 | $34.6M | $16.3M | ||
| Q3 24 | $32.1M | $12.5M | ||
| Q2 24 | $35.0M | $15.5M |
总债务APPSTHRY
| Q1 26 | — | — | ||
| Q4 25 | $355.0M | $253.5M | ||
| Q3 25 | $396.4M | $268.2M | ||
| Q2 25 | $400.5M | $275.6M | ||
| Q1 25 | $408.7M | $299.0M | ||
| Q4 24 | $408.2M | $284.3M | ||
| Q3 24 | $407.6M | $307.8M | ||
| Q2 24 | $393.8M | $342.1M |
股东权益APPSTHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $194.6M | $218.1M | ||
| Q3 25 | $148.1M | $221.1M | ||
| Q2 25 | $152.3M | $214.9M | ||
| Q1 25 | $154.0M | $193.2M | ||
| Q4 24 | $163.6M | $196.9M | ||
| Q3 24 | $182.4M | $94.5M | ||
| Q2 24 | $196.0M | $183.1M |
总资产APPSTHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $858.2M | $688.6M | ||
| Q3 25 | $818.7M | $701.8M | ||
| Q2 25 | $818.4M | $687.7M | ||
| Q1 25 | $812.9M | $703.7M | ||
| Q4 24 | $839.7M | $712.2M | ||
| Q3 24 | $844.5M | $654.8M | ||
| Q2 24 | $860.2M | $785.5M |
负债/权益比APPSTHRY
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 1.16× | ||
| Q3 25 | 2.68× | 1.21× | ||
| Q2 25 | 2.63× | 1.28× | ||
| Q1 25 | 2.65× | 1.55× | ||
| Q4 24 | 2.50× | 1.44× | ||
| Q3 24 | 2.24× | 3.26× | ||
| Q2 24 | 2.01× | 1.87× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $-5.5M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $43.3M |
8季度趋势，按日历期对齐
经营现金流APPSTHRY
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $22.2M | ||
| Q3 25 | $14.5M | $22.2M | ||
| Q2 25 | $8.8M | $29.6M | ||
| Q1 25 | $11.9M | $-10.5M | ||
| Q4 24 | $10.4M | $26.1M | ||
| Q3 24 | $-8.7M | $36.0M | ||
| Q2 24 | $-1.4M | $22.2M |
自由现金流APPSTHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $14.6M | ||
| Q2 25 | — | $21.8M | ||
| Q1 25 | — | $-17.6M | ||
| Q4 24 | — | $17.3M | ||
| Q3 24 | — | $27.5M | ||
| Q2 24 | — | $13.3M |
自由现金流率APPSTHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 10.4% | ||
| Q1 25 | — | -9.7% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 5.9% |
资本支出强度APPSTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 4.0% |
现金转化率APPSTHRY
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
