vs
BITMINE IMMERSION TECHNOLOGIES, INC.（BMNR）与DeFi Development Corp.（DFDV）财务数据对比。点击上方公司名可切换其他公司
BITMINE IMMERSION TECHNOLOGIES, INC.的季度营收约是DeFi Development Corp.的2.4倍（$11.0M vs $4.6M），DeFi Development Corp.净利率更高（1211.4% vs -34583.9%，领先35795.3%），DeFi Development Corp.同比增速更快（647.2% vs 627.6%），过去两年BITMINE IMMERSION TECHNOLOGIES, INC.的营收复合增速更高（251.9% vs 181.5%）
该公司专注于研发和供应浸没式冷却解决方案，主要服务于高性能计算、加密货币矿机集群及数据中心场景。其产品可提升硬件运行效率，降低温控环节能耗，延长高功率计算设备使用寿命，帮助客户削减长期运营成本。
ADD汽车设计开发曾是一家英国企业，因打造外观极具未来感的Nova组装套件车为人熟知。该公司1971年至1973年总部位于南安普敦，后迁至兰开夏郡阿克灵顿运营至1975年。公司停业后，Nova车型相关产权在1978年被西约克郡的Nova Cars收购，后续还曾有小批量生产。
BMNR vs DFDV — 直观对比
营收规模更大
BMNR
是对方的2.4倍
$4.6M
营收增速更快
DFDV
高出19.6%
627.6%
净利率更高
DFDV
高出35795.3%
-34583.9%
两年增速更快
BMNR
近两年复合增速
181.5%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $11.0M | $4.6M |
| 净利润 | $-3.8B | $56.0M |
| 毛利率 | 87.1% | 98.1% |
| 营业利润率 | -34784.7% | — |
| 净利率 | -34583.9% | 1211.4% |
| 营收同比 | 627.6% | 647.2% |
| 净利润同比 | -330212.5% | 11995.1% |
| 每股收益（稀释后） | $-8.40 | $1.95 |
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BMNRDFDV
| Q1 26 | $11.0M | — | ||
| Q4 25 | $2.3M | — | ||
| Q3 25 | — | $4.6M | ||
| Q2 25 | $2.1M | $2.0M | ||
| Q1 25 | $1.5M | $287.2K | ||
| Q4 24 | $1.2M | $628.9K | ||
| Q3 24 | $682.4K | $619.0K | ||
| Q2 24 | $1.2M | $441.0K |
净利润BMNRDFDV
| Q1 26 | $-3.8B | — | ||
| Q4 25 | $-5.2B | — | ||
| Q3 25 | — | $56.0M | ||
| Q2 25 | $-622.8K | $15.4M | ||
| Q1 25 | $-1.2M | $-778.0K | ||
| Q4 24 | $-974.0K | $-487.0K | ||
| Q3 24 | — | $-471.0K | ||
| Q2 24 | $-654.2K | $-805.0K |
毛利率BMNRDFDV
| Q1 26 | 87.1% | — | ||
| Q4 25 | 55.3% | — | ||
| Q3 25 | — | 98.1% | ||
| Q2 25 | 23.9% | 98.6% | ||
| Q1 25 | 20.1% | — | ||
| Q4 24 | 10.0% | 98.8% | ||
| Q3 24 | 16.4% | 98.7% | ||
| Q2 24 | 18.1% | 98.2% |
营业利润率BMNRDFDV
| Q1 26 | -34784.7% | — | ||
| Q4 25 | -238564.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -22.8% | — | ||
| Q1 25 | -60.2% | -307.5% | ||
| Q4 24 | -73.6% | -107.9% | ||
| Q3 24 | — | -73.3% | ||
| Q2 24 | -43.6% | -193.2% |
净利率BMNRDFDV
| Q1 26 | -34583.9% | — | ||
| Q4 25 | -226955.7% | — | ||
| Q3 25 | — | 1211.4% | ||
| Q2 25 | -30.4% | 777.0% | ||
| Q1 25 | -76.2% | -270.9% | ||
| Q4 24 | -81.1% | -77.4% | ||
| Q3 24 | — | -76.1% | ||
| Q2 24 | -53.4% | -182.5% |
每股收益（稀释后）BMNRDFDV
| Q1 26 | $-8.40 | — | ||
| Q4 25 | $-15.98 | — | ||
| Q3 25 | — | $1.95 | ||
| Q2 25 | $-0.31 | $0.84 | ||
| Q1 25 | $-0.58 | $-0.55 | ||
| Q4 24 | $-1.66 | $0.55 | ||
| Q3 24 | — | $-0.05 | ||
| Q2 24 | $-0.26 | $-0.08 |
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 | $879.6M | $1.4M |
| 总债务越低越好 | — | $131.4M |
| 股东权益账面价值 | $9.9B | $243.8M |
| 总资产 | $9.9B | $480.0M |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资BMNRDFDV
| Q1 26 | $879.6M | — | ||
| Q4 25 | $887.7M | — | ||
| Q3 25 | — | $1.4M | ||
| Q2 25 | $1.5M | $595.0K | ||
| Q1 25 | $483.0K | $2.2M | ||
| Q4 24 | $797.3K | $2.8M | ||
| Q3 24 | $499.0K | $2.8M | ||
| Q2 24 | — | $3.2M |
总债务BMNRDFDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $131.4M | ||
| Q2 25 | — | $21.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BMNRDFDV
| Q1 26 | $9.9B | — | ||
| Q4 25 | $11.3B | — | ||
| Q3 25 | — | $243.8M | ||
| Q2 25 | $2.9M | $79.6M | ||
| Q1 25 | $2.9M | $2.8M | ||
| Q4 24 | $3.8M | $3.5M | ||
| Q3 24 | $4.1M | $4.0M | ||
| Q2 24 | $4.6M | $4.3M |
总资产BMNRDFDV
| Q1 26 | $9.9B | — | ||
| Q4 25 | $11.5B | — | ||
| Q3 25 | — | $480.0M | ||
| Q2 25 | $8.3M | $107.2M | ||
| Q1 25 | $7.5M | $4.2M | ||
| Q4 24 | $7.9M | $4.4M | ||
| Q3 24 | $7.3M | $4.5M | ||
| Q2 24 | $8.2M | $4.8M |
负债/权益比BMNRDFDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-88.2M | $-5.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.0% | 0.0% |
| 现金转化率经营现金流/净利润 | — | -0.09× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BMNRDFDV
| Q1 26 | $-88.2M | — | ||
| Q4 25 | $-228.4M | — | ||
| Q3 25 | — | $-5.0M | ||
| Q2 25 | $1.7M | $-1.3M | ||
| Q1 25 | $-215.0K | $-785.6K | ||
| Q4 24 | $-96.0K | $-2.4M | ||
| Q3 24 | $-30.0K | $-412.0K | ||
| Q2 24 | $-42.7K | $-680.8K |
自由现金流BMNRDFDV
| Q1 26 | — | — | ||
| Q4 25 | $-228.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-114.0K | $-2.4M | ||
| Q3 24 | $-106.0K | — | ||
| Q2 24 | $-61.3K | $-687.4K |
自由现金流率BMNRDFDV
| Q1 26 | — | — | ||
| Q4 25 | -9975.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -9.5% | -388.2% | ||
| Q3 24 | -15.5% | — | ||
| Q2 24 | -5.0% | -155.9% |
资本支出强度BMNRDFDV
| Q1 26 | 0.0% | — | ||
| Q4 25 | 16.4% | — | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 1.5% | 3.7% | ||
| Q3 24 | 11.1% | 0.0% | ||
| Q2 24 | 1.5% | 1.5% |
现金转化率BMNRDFDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.09× | ||
| Q2 25 | — | -0.08× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
BMNR
暂无分部数据
DFDV
| Digital Asset Treasury | $3.8M | 82% |
| Other | $831.0K | 18% |
