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GDEV Inc.（GDEV）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是GDEV Inc.的1.6倍（$186.9M vs $119.9M），GDEV Inc.净利率更高（13.9% vs 6.6%，领先7.3%），Limbach Holdings, Inc.同比增速更快（30.1% vs 13.3%）
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
GDEV vs LMB — 直观对比
营收规模更大
LMB
是对方的1.6倍
$119.9M
营收增速更快
LMB
高出16.8%
13.3%
净利率更高
GDEV
高出7.3%
6.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $119.9M | $186.9M |
| 净利润 | $16.6M | $12.3M |
| 毛利率 | — | 25.7% |
| 营业利润率 | 15.5% | 9.4% |
| 净利率 | 13.9% | 6.6% |
| 营收同比 | 13.3% | 30.1% |
| 净利润同比 | 13.0% | 25.0% |
| 每股收益（稀释后） | $0.90 | $1.01 |
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GDEVLMB
| Q4 25 | — | $186.9M | ||
| Q3 25 | — | $184.6M | ||
| Q2 25 | $119.9M | $142.2M | ||
| Q1 25 | — | $133.1M | ||
| Q4 24 | — | $143.7M | ||
| Q3 24 | — | $133.9M | ||
| Q2 24 | $105.8M | $122.2M | ||
| Q1 24 | — | $119.0M |
净利润GDEVLMB
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | $16.6M | $7.8M | ||
| Q1 25 | — | $10.2M | ||
| Q4 24 | — | $9.8M | ||
| Q3 24 | — | $7.5M | ||
| Q2 24 | $14.7M | $6.0M | ||
| Q1 24 | — | $7.6M |
毛利率GDEVLMB
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% | ||
| Q1 24 | — | 26.1% |
营业利润率GDEVLMB
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | 15.5% | 7.5% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | 14.4% | 6.7% | ||
| Q1 24 | — | 5.5% |
净利率GDEVLMB
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | 13.9% | 5.5% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | 13.9% | 4.9% | ||
| Q1 24 | — | 6.4% |
每股收益（稀释后）GDEVLMB
| Q4 25 | — | $1.01 | ||
| Q3 25 | — | $0.73 | ||
| Q2 25 | $0.90 | $0.64 | ||
| Q1 25 | — | $0.85 | ||
| Q4 24 | — | $0.81 | ||
| Q3 24 | — | $0.62 | ||
| Q2 24 | $0.81 | $0.50 | ||
| Q1 24 | — | $0.64 |
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 | $41.6M | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $-129.4M | $195.7M |
| 总资产 | $210.2M | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资GDEVLMB
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $41.6M | $38.9M | ||
| Q1 25 | — | $38.1M | ||
| Q4 24 | — | $44.9M | ||
| Q3 24 | — | $51.2M | ||
| Q2 24 | $50.8M | $59.5M | ||
| Q1 24 | — | $48.2M |
总债务GDEVLMB
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
股东权益GDEVLMB
| Q4 25 | — | $195.7M | ||
| Q3 25 | — | $181.6M | ||
| Q2 25 | $-129.4M | $170.5M | ||
| Q1 25 | — | $161.1M | ||
| Q4 24 | — | $153.5M | ||
| Q3 24 | — | $142.2M | ||
| Q2 24 | $-118.7M | $133.0M | ||
| Q1 24 | — | $125.5M |
总资产GDEVLMB
| Q4 25 | — | $381.1M | ||
| Q3 25 | — | $409.1M | ||
| Q2 25 | $210.2M | $343.0M | ||
| Q1 25 | — | $336.4M | ||
| Q4 24 | — | $352.1M | ||
| Q3 24 | — | $324.4M | ||
| Q2 24 | $282.8M | $303.9M | ||
| Q1 24 | — | $289.2M |
负债/权益比GDEVLMB
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | — | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $27.9M |
| 自由现金流率自由现金流/营收 | — | 14.9% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $41.9M |
8季度趋势，按日历期对齐
经营现金流GDEVLMB
| Q4 25 | — | $28.1M | ||
| Q3 25 | — | $13.3M | ||
| Q2 25 | — | $2.0M | ||
| Q1 25 | — | $2.2M | ||
| Q4 24 | — | $19.3M | ||
| Q3 24 | — | $4.9M | ||
| Q2 24 | — | $16.5M | ||
| Q1 24 | — | $-3.9M |
自由现金流GDEVLMB
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | — | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | — | $18.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $13.2M | ||
| Q1 24 | — | $-6.5M |
自由现金流率GDEVLMB
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | -5.5% |
资本支出强度GDEVLMB
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 2.1% |
现金转化率GDEVLMB
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× | ||
| Q1 24 | — | -0.52× |
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
GDEV
暂无分部数据
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
