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IMMERSION CORP（IMMR）与Identiv, Inc.（INVE）财务数据对比。点击上方公司名可切换其他公司
IMMERSION CORP的季度营收约是Identiv, Inc.的60.5倍（$372.9M vs $6.2M）。IMMERSION CORP净利率更高（-4.6% vs -60.3%，领先55.8%）。IMMERSION CORP同比增速更快（750.4% vs -7.9%）。过去两年IMMERSION CORP的营收复合增速更高（416.0% vs -3.8%）
Immersion Corporation总部位于佛罗里达州阿文图拉，主要研发并授权触觉反馈技术（即触感技术）。公司由路易斯·罗森伯格于1993年创立，目前由律师弗朗西斯·何塞掌管，他同时担任首席执行官与总法律顾问一职。
Identiv是一家在纳斯达克上市的公开交易物联网技术公司，专注于物联网领域相关技术研发与业务落地，为相关行业提供专业的技术解决方案与产品服务。
IMMR vs INVE — 直观对比
营收规模更大
IMMR
是对方的60.5倍
$6.2M
营收增速更快
IMMR
高出758.3%
-7.9%
净利率更高
IMMR
高出55.8%
-60.3%
两年增速更快
IMMR
近两年复合增速
-3.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $6.2M |
| 净利润 | $-17.0M | $-3.7M |
| 毛利率 | — | 18.1% |
| 营业利润率 | -2.8% | -76.4% |
| 净利率 | -4.6% | -60.3% |
| 营收同比 | 750.4% | -7.9% |
| 净利润同比 | -191.3% | -948.2% |
| 每股收益（稀释后） | $-0.57 | $-0.17 |
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IMMRINVE
| Q4 25 | — | $6.2M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | $372.9M | $5.0M | ||
| Q1 25 | $471.3M | $5.3M | ||
| Q4 24 | $616.2M | $6.7M | ||
| Q3 24 | — | $6.5M | ||
| Q2 24 | $95.5M | $6.7M | ||
| Q1 24 | — | $6.7M |
净利润IMMRINVE
| Q4 25 | — | $-3.7M | ||
| Q3 25 | — | $-3.5M | ||
| Q2 25 | $-17.0M | $-6.0M | ||
| Q1 25 | $24.1M | $-4.8M | ||
| Q4 24 | $30.8M | $-355.0K | ||
| Q3 24 | — | $85.9M | ||
| Q2 24 | $26.4M | $-6.2M | ||
| Q1 24 | — | $-4.6M |
毛利率IMMRINVE
| Q4 25 | — | 18.1% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | -9.4% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | -14.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 7.3% |
营业利润率IMMRINVE
| Q4 25 | — | -76.4% | ||
| Q3 25 | — | -111.4% | ||
| Q2 25 | -2.8% | -126.7% | ||
| Q1 25 | 7.5% | -103.8% | ||
| Q4 24 | 11.4% | -98.9% | ||
| Q3 24 | — | -146.2% | ||
| Q2 24 | 23.7% | -99.7% | ||
| Q1 24 | — | -76.0% |
净利率IMMRINVE
| Q4 25 | — | -60.3% | ||
| Q3 25 | — | -68.9% | ||
| Q2 25 | -4.6% | -119.9% | ||
| Q1 25 | 5.1% | -90.9% | ||
| Q4 24 | 5.0% | -5.3% | ||
| Q3 24 | — | 1315.8% | ||
| Q2 24 | 27.7% | -92.2% | ||
| Q1 24 | — | -68.5% |
每股收益（稀释后）IMMRINVE
| Q4 25 | — | $-0.17 | ||
| Q3 25 | — | $-0.15 | ||
| Q2 25 | $-0.57 | $-0.26 | ||
| Q1 25 | $0.73 | $-0.21 | ||
| Q4 24 | $0.93 | $0.00 | ||
| Q3 24 | — | $3.62 | ||
| Q2 24 | $0.81 | $-0.27 | ||
| Q1 24 | — | $-0.21 |
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 | $161.4M | $128.6M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $140.7M |
| 总资产 | $1.1B | $151.3M |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资IMMRINVE
| Q4 25 | — | $128.6M | ||
| Q3 25 | — | $126.3M | ||
| Q2 25 | $161.4M | $129.3M | ||
| Q1 25 | $153.9M | $132.4M | ||
| Q4 24 | $159.3M | $135.6M | ||
| Q3 24 | — | $145.4M | ||
| Q2 24 | $133.4M | $18.4M | ||
| Q1 24 | — | $21.6M |
总债务IMMRINVE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IMMRINVE
| Q4 25 | — | $140.7M | ||
| Q3 25 | — | $143.7M | ||
| Q2 25 | $298.1M | $146.4M | ||
| Q1 25 | $317.9M | $150.5M | ||
| Q4 24 | $305.5M | $154.1M | ||
| Q3 24 | — | $156.7M | ||
| Q2 24 | $273.4M | $65.1M | ||
| Q1 24 | — | $70.2M |
总资产IMMRINVE
| Q4 25 | — | $151.3M | ||
| Q3 25 | — | $151.0M | ||
| Q2 25 | $1.1B | $153.9M | ||
| Q1 25 | $1.4B | $158.7M | ||
| Q4 24 | $1.4B | $163.2M | ||
| Q3 24 | — | $177.0M | ||
| Q2 24 | $1.2B | $97.8M | ||
| Q1 24 | — | $101.8M |
负债/权益比IMMRINVE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | — | $3.0M |
| 自由现金流经营现金流 - 资本支出 | — | $2.8M |
| 自由现金流率自由现金流/营收 | — | 45.8% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 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 | — | $-7.8M |
8季度趋势，按日历期对齐
经营现金流IMMRINVE
| Q4 25 | — | $3.0M | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | $-3.6M | ||
| Q1 25 | $-43.7M | $-3.3M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | — | $-7.2M | ||
| Q2 24 | $-85.9M | $-993.0K | ||
| Q1 24 | — | $-1.3M |
自由现金流IMMRINVE
| Q4 25 | — | $2.8M | ||
| Q3 25 | — | $-3.2M | ||
| Q2 25 | — | $-3.8M | ||
| Q1 25 | $-46.2M | $-3.6M | ||
| Q4 24 | — | $-6.5M | ||
| Q3 24 | — | $-7.7M | ||
| Q2 24 | — | $-1.1M | ||
| Q1 24 | — | $-1.5M |
自由现金流率IMMRINVE
| Q4 25 | — | 45.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -75.8% | ||
| Q1 25 | -9.8% | -68.0% | ||
| Q4 24 | — | -97.7% | ||
| Q3 24 | — | -118.2% | ||
| Q2 24 | — | -16.7% | ||
| Q1 24 | — | -23.0% |
资本支出强度IMMRINVE
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | 0.5% | 5.7% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 3.5% |
现金转化率IMMRINVE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.08× | ||
| Q2 24 | -3.25× | — | ||
| Q1 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
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
INVE
| Other | $3.4M | 55% |
| Europe And Middle East | $2.2M | 36% |
| Asia Pacific | $575.0K | 9% |
