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Digimarc CORP（DMRC）与Genasys Inc.（GNSS）财务数据对比。点击上方公司名可切换其他公司
Genasys Inc.的季度营收约是Digimarc CORP的1.9倍（$17.1M vs $8.9M），Genasys Inc.净利率更高（-4.8% vs -47.2%，领先42.4%），Genasys Inc.同比增速更快（145.9% vs 2.9%），过去两年Genasys Inc.的营收复合增速更高（72.4% vs -5.3%）
迪吉马克公司是一家企业软件与服务提供商，其主打产品包含带数字标识符的软件，主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯，产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
杰纳斯公司总部位于美国加利福尼亚州圣地亚哥，核心业务涵盖声学设备与应急通讯 SaaS 服务。其主打产品远距离声学装置（LRAD）可实现远程定向发声与大规模灾害预警通知，另有Genasys Protect分区多渠道通讯系统、Evertel安全协作通讯工具，以及集成式远距离语音广播声学扬声器。
DMRC vs GNSS — 直观对比
营收规模更大
GNSS
是对方的1.9倍
$8.9M
营收增速更快
GNSS
高出143.0%
2.9%
净利率更高
GNSS
高出42.4%
-47.2%
两年增速更快
GNSS
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $17.1M |
| 净利润 | $-4.2M | $-817.0K |
| 毛利率 | 63.5% | 48.0% |
| 营业利润率 | -48.2% | -2.1% |
| 净利率 | -47.2% | -4.8% |
| 营收同比 | 2.9% | 145.9% |
| 净利润同比 | 51.4% | 80.0% |
| 每股收益（稀释后） | $-0.18 | $-0.02 |
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DMRCGNSS
| Q4 25 | $8.9M | $17.1M | ||
| Q3 25 | $7.6M | $17.0M | ||
| Q2 25 | $8.0M | $9.9M | ||
| Q1 25 | $9.4M | $6.9M | ||
| Q4 24 | $8.7M | $6.9M | ||
| Q3 24 | $9.4M | $6.7M | ||
| Q2 24 | $10.4M | $7.2M | ||
| Q1 24 | $9.9M | $5.7M |
净利润DMRCGNSS
| Q4 25 | $-4.2M | $-817.0K | ||
| Q3 25 | $-8.2M | $-1.4M | ||
| Q2 25 | $-8.2M | $-6.5M | ||
| Q1 25 | $-11.7M | $-6.1M | ||
| Q4 24 | $-8.6M | $-4.1M | ||
| Q3 24 | $-10.8M | $-11.4M | ||
| Q2 24 | $-9.3M | $-6.7M | ||
| Q1 24 | $-10.3M | $-6.9M |
毛利率DMRCGNSS
| Q4 25 | 63.5% | 48.0% | ||
| Q3 25 | 58.3% | 50.3% | ||
| Q2 25 | 58.8% | 26.3% | ||
| Q1 25 | 65.0% | 37.7% | ||
| Q4 24 | 60.8% | 45.8% | ||
| Q3 24 | 62.4% | 40.8% | ||
| Q2 24 | 66.1% | 52.8% | ||
| Q1 24 | 62.5% | 37.9% |
营业利润率DMRCGNSS
| Q4 25 | -48.2% | -2.1% | ||
| Q3 25 | -109.7% | 7.7% | ||
| Q2 25 | -105.2% | -60.1% | ||
| Q1 25 | -128.9% | -90.2% | ||
| Q4 24 | -105.1% | -85.6% | ||
| Q3 24 | -120.4% | -105.8% | ||
| Q2 24 | -96.2% | -74.8% | ||
| Q1 24 | -109.2% | -121.9% |
净利率DMRCGNSS
| Q4 25 | -47.2% | -4.8% | ||
| Q3 25 | -106.9% | -8.3% | ||
| Q2 25 | -102.6% | -65.8% | ||
| Q1 25 | -125.2% | -88.6% | ||
| Q4 24 | -99.9% | -58.8% | ||
| Q3 24 | -113.9% | -168.9% | ||
| Q2 24 | -89.3% | -93.2% | ||
| Q1 24 | -104.0% | -120.9% |
每股收益（稀释后）DMRCGNSS
| Q4 25 | $-0.18 | $-0.02 | ||
| Q3 25 | $-0.38 | $-0.03 | ||
| Q2 25 | $-0.38 | $-0.14 | ||
| Q1 25 | $-0.55 | $-0.14 | ||
| Q4 24 | $-0.40 | $-0.09 | ||
| Q3 24 | $-0.50 | $-0.26 | ||
| Q2 24 | $-0.43 | $-0.15 | ||
| Q1 24 | $-0.50 | $-0.16 |
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 | $12.9M | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $1.8M |
| 总资产 | $53.0M | $67.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DMRCGNSS
| Q4 25 | $12.9M | $10.3M | ||
| Q3 25 | $12.6M | $8.0M | ||
| Q2 25 | $16.1M | $5.5M | ||
| Q1 25 | $21.6M | $7.1M | ||
| Q4 24 | $28.7M | $13.6M | ||
| Q3 24 | $33.7M | $12.9M | ||
| Q2 24 | $41.5M | $12.7M | ||
| Q1 24 | $48.9M | $6.6M |
股东权益DMRCGNSS
| Q4 25 | $40.2M | $1.8M | ||
| Q3 25 | $41.4M | $2.2M | ||
| Q2 25 | $46.5M | $3.2M | ||
| Q1 25 | $50.0M | $8.1M | ||
| Q4 24 | $61.4M | $13.7M | ||
| Q3 24 | $70.2M | $17.6M | ||
| Q2 24 | $77.2M | $28.5M | ||
| Q1 24 | $84.5M | $34.9M |
总资产DMRCGNSS
| Q4 25 | $53.0M | $67.6M | ||
| Q3 25 | $55.4M | $63.9M | ||
| Q2 25 | $60.7M | $57.4M | ||
| Q1 25 | $66.5M | $49.7M | ||
| Q4 24 | $75.8M | $54.6M | ||
| Q3 24 | $85.0M | $53.9M | ||
| Q2 24 | $93.4M | $59.4M | ||
| Q1 24 | $99.7M | $51.0M |
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 | $991.0K | $7.2M |
| 自由现金流经营现金流 - 资本支出 | $895.0K | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-12.3M | — |
8季度趋势，按日历期对齐
经营现金流DMRCGNSS
| Q4 25 | $991.0K | $7.2M | ||
| Q3 25 | $-2.6M | $2.5M | ||
| Q2 25 | $-4.7M | $-5.9M | ||
| Q1 25 | $-5.5M | $-6.3M | ||
| Q4 24 | $-4.2M | $947.0K | ||
| Q3 24 | $-7.1M | $556.0K | ||
| Q2 24 | $-6.8M | $-7.5M | ||
| Q1 24 | $-8.4M | $-6.8M |
自由现金流DMRCGNSS
| Q4 25 | $895.0K | — | ||
| Q3 25 | $-2.8M | $2.5M | ||
| Q2 25 | $-4.9M | $-5.9M | ||
| Q1 25 | $-5.5M | $-6.5M | ||
| Q4 24 | $-4.2M | $878.0K | ||
| Q3 24 | $-7.2M | $526.0K | ||
| Q2 24 | $-6.9M | $-7.5M | ||
| Q1 24 | $-8.5M | $-6.8M |
自由现金流率DMRCGNSS
| Q4 25 | 10.0% | — | ||
| Q3 25 | -36.9% | 14.5% | ||
| Q2 25 | -61.0% | -59.9% | ||
| Q1 25 | -59.1% | -93.4% | ||
| Q4 24 | -49.1% | 12.7% | ||
| Q3 24 | -75.7% | 7.8% | ||
| Q2 24 | -66.1% | -105.0% | ||
| Q1 24 | -85.8% | -118.1% |
资本支出强度DMRCGNSS
| Q4 25 | 1.1% | 0.0% | ||
| Q3 25 | 2.9% | 0.2% | ||
| Q2 25 | 2.5% | 0.1% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | 0.2% | 1.0% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.3% | 0.1% | ||
| Q1 24 | 1.1% | 0.2% |
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
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
GNSS
| Hardware | $14.8M | 87% |
| Software | $2.3M | 13% |
