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IMMERSION CORP（IMMR）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是IMMERSION CORP的1.2倍（$461.6M vs $372.9M），IMMERSION CORP同比增速更快（750.4% vs -4.1%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
IMMR vs SAM — 直观对比
营收规模更大
SAM
是对方的1.2倍
$372.9M
营收增速更快
IMMR
高出754.5%
-4.1%
两年增速更快
IMMR
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $461.6M |
| 净利润 | $-17.0M | — |
| 毛利率 | — | 46.4% |
| 营业利润率 | -2.8% | 12.4% |
| 净利率 | -4.6% | — |
| 营收同比 | 750.4% | -4.1% |
| 净利润同比 | -191.3% | — |
| 每股收益（稀释后） | $-0.57 | $2.16 |
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IMMRSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | — | $385.7M | ||
| Q3 25 | — | $537.5M | ||
| Q2 25 | $372.9M | $587.9M | ||
| Q1 25 | $471.3M | $453.9M | ||
| Q4 24 | $616.2M | $402.3M | ||
| Q3 24 | — | $605.5M | ||
| Q2 24 | $95.5M | $579.1M |
净利润IMMRSAM
| Q1 26 | — | — | ||
| Q4 25 | — | $-22.5M | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | $-17.0M | $60.4M | ||
| Q1 25 | $24.1M | $24.4M | ||
| Q4 24 | $30.8M | $-38.8M | ||
| Q3 24 | — | $33.5M | ||
| Q2 24 | $26.4M | $52.3M |
毛利率IMMRSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 50.8% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 48.3% | ||
| Q4 24 | — | 39.9% | ||
| Q3 24 | — | 46.3% | ||
| Q2 24 | — | 46.0% |
营业利润率IMMRSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | — | -8.6% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | -2.8% | 14.0% | ||
| Q1 25 | 7.5% | 7.4% | ||
| Q4 24 | 11.4% | -13.9% | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | 23.7% | 12.2% |
净利率IMMRSAM
| Q1 26 | — | — | ||
| Q4 25 | — | -5.8% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | -4.6% | 10.3% | ||
| Q1 25 | 5.1% | 5.4% | ||
| Q4 24 | 5.0% | -9.6% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | 27.7% | 9.0% |
每股收益（稀释后）IMMRSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | — | $-1.97 | ||
| Q3 25 | — | $4.25 | ||
| Q2 25 | $-0.57 | $5.45 | ||
| Q1 25 | $0.73 | $2.16 | ||
| Q4 24 | $0.93 | $-3.23 | ||
| Q3 24 | — | $2.86 | ||
| Q2 24 | $0.81 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $682.6M |
| 总资产 | $1.1B | $1.2B |
| 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IMMRSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | — | $223.4M | ||
| Q3 25 | — | $250.5M | ||
| Q2 25 | $161.4M | $212.4M | ||
| Q1 25 | $153.9M | $152.5M | ||
| Q4 24 | $159.3M | $211.8M | ||
| Q3 24 | — | $255.6M | ||
| Q2 24 | $133.4M | $219.3M |
总债务IMMRSAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IMMRSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | — | $846.3M | ||
| Q3 25 | — | $911.0M | ||
| Q2 25 | $298.1M | $912.3M | ||
| Q1 25 | $317.9M | $897.0M | ||
| Q4 24 | $305.5M | $916.2M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $273.4M | $1.0B |
总资产IMMRSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
负债/权益比IMMRSAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| 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
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% |
SAM
暂无分部数据
