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IMMERSION CORP（IMMR）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是IMMERSION CORP的1.8倍（$663.0M vs $372.9M），Reddit, Inc.净利率更高（30.8% vs -4.6%，领先35.3%），IMMERSION CORP同比增速更快（750.4% vs 69.0%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs 53.6%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
IMMR vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.8倍
$372.9M
营收增速更快
IMMR
高出681.4%
69.0%
净利率更高
RDDT
高出35.3%
-4.6%
两年增速更快
IMMR
近两年复合增速
53.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $663.0M |
| 净利润 | $-17.0M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | -2.8% | 0.0% |
| 净利率 | -4.6% | 30.8% |
| 营收同比 | 750.4% | 69.0% |
| 净利润同比 | -191.3% | 680.0% |
| 每股收益（稀释后） | $-0.57 | $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IMMRRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | — | $725.6M | ||
| Q3 25 | — | $584.9M | ||
| Q2 25 | $372.9M | $499.6M | ||
| Q1 25 | $471.3M | $392.4M | ||
| Q4 24 | $616.2M | $427.7M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | $95.5M | $281.2M |
净利润IMMRRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $251.6M | ||
| Q3 25 | — | $162.7M | ||
| Q2 25 | $-17.0M | $89.3M | ||
| Q1 25 | $24.1M | $26.2M | ||
| Q4 24 | $30.8M | $71.0M | ||
| Q3 24 | — | $29.9M | ||
| Q2 24 | $26.4M | $-10.1M |
毛利率IMMRRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率IMMRRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | -2.8% | 13.6% | ||
| Q1 25 | 7.5% | 1.0% | ||
| Q4 24 | 11.4% | 12.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | 23.7% | -11.0% |
净利率IMMRRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | -4.6% | 17.9% | ||
| Q1 25 | 5.1% | 6.7% | ||
| Q4 24 | 5.0% | 16.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | 27.7% | -3.6% |
每股收益（稀释后）IMMRRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | — | $1.24 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | $-0.57 | $0.45 | ||
| Q1 25 | $0.73 | $0.13 | ||
| Q4 24 | $0.93 | $4.76 | ||
| Q3 24 | — | $0.16 | ||
| Q2 24 | $0.81 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $3.2B |
| 总资产 | $1.1B | $3.5B |
| 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IMMRRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | $161.4M | $734.1M | ||
| Q1 25 | $153.9M | $635.7M | ||
| Q4 24 | $159.3M | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | $133.4M | $468.0M |
总债务IMMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IMMRRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $298.1M | $2.4B | ||
| Q1 25 | $317.9M | $2.2B | ||
| Q4 24 | $305.5M | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $273.4M | $1.9B |
总资产IMMRRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $1.2B | $2.1B |
负债/权益比IMMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $311.0M |
| 自由现金流率自由现金流/营收 | — | 46.9% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $868.6M |
8季度趋势，按日历期对齐
经营现金流IMMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | $266.8M | ||
| Q3 25 | — | $185.2M | ||
| Q2 25 | — | $111.3M | ||
| Q1 25 | $-43.7M | $127.6M | ||
| Q4 24 | — | $90.0M | ||
| Q3 24 | — | $71.6M | ||
| Q2 24 | $-85.9M | $28.4M |
自由现金流IMMRRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | $-46.2M | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M |
自由现金流率IMMRRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | -9.8% | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% |
资本支出强度IMMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率IMMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | -1.82× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | -3.25× | — |
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% |
RDDT
暂无分部数据
