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Atlassian Corp（TEAM）与Take-Two Interactive（TTWO）财务数据对比。点击上方公司名可切换其他公司
Take-Two Interactive的季度营收约是Atlassian Corp的1.1倍（$1.7B vs $1.6B），Atlassian Corp净利率更高（-2.7% vs -5.5%，领先2.8%），Take-Two Interactive同比增速更快（24.9% vs 23.3%），Take-Two Interactive自由现金流更多（$236.2M vs $168.5M）
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
TEAM vs TTWO — 直观对比
营收规模更大
TTWO
是对方的1.1倍
$1.6B
营收增速更快
TTWO
高出1.6%
23.3%
净利率更高
TEAM
高出2.8%
-5.5%
自由现金流更多
TTWO
多$67.7M
$168.5M
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.7B |
| 净利润 | $-42.6M | $-92.9M |
| 毛利率 | 85.0% | 55.7% |
| 营业利润率 | -3.0% | -2.3% |
| 净利率 | -2.7% | -5.5% |
| 营收同比 | 23.3% | 24.9% |
| 净利润同比 | -11.6% | 25.8% |
| 每股收益（稀释后） | $-0.16 | $-0.50 |
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TEAMTTWO
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | $1.2B | $1.4B |
净利润TEAMTTWO
| Q4 25 | $-42.6M | $-92.9M | ||
| Q3 25 | $-51.9M | $-133.9M | ||
| Q2 25 | $-23.9M | $-11.9M | ||
| Q1 25 | $-70.8M | $-3.7B | ||
| Q4 24 | $-38.2M | $-125.2M | ||
| Q3 24 | $-123.8M | $-365.5M | ||
| Q2 24 | — | $-262.0M | ||
| Q1 24 | $12.8M | $-2.9B |
毛利率TEAMTTWO
| Q4 25 | 85.0% | 55.7% | ||
| Q3 25 | 82.0% | 55.3% | ||
| Q2 25 | 83.1% | 62.8% | ||
| Q1 25 | 83.8% | 50.8% | ||
| Q4 24 | 82.7% | 55.9% | ||
| Q3 24 | 81.7% | 53.8% | ||
| Q2 24 | — | 57.6% | ||
| Q1 24 | 82.1% | 33.5% |
营业利润率TEAMTTWO
| Q4 25 | -3.0% | -2.3% | ||
| Q3 25 | -6.7% | -5.5% | ||
| Q2 25 | -2.1% | 1.4% | ||
| Q1 25 | -0.9% | -238.7% | ||
| Q4 24 | -4.5% | -9.7% | ||
| Q3 24 | -2.7% | -22.0% | ||
| Q2 24 | — | -13.8% | ||
| Q1 24 | 1.5% | -193.9% |
净利率TEAMTTWO
| Q4 25 | -2.7% | -5.5% | ||
| Q3 25 | -3.6% | -7.5% | ||
| Q2 25 | -1.7% | -0.8% | ||
| Q1 25 | -5.2% | -235.5% | ||
| Q4 24 | -3.0% | -9.2% | ||
| Q3 24 | -10.4% | -27.0% | ||
| Q2 24 | — | -19.6% | ||
| Q1 24 | 1.1% | -207.4% |
每股收益（稀释后）TEAMTTWO
| Q4 25 | $-0.16 | $-0.50 | ||
| Q3 25 | $-0.20 | $-0.73 | ||
| Q2 25 | $-0.08 | $-0.07 | ||
| Q1 25 | $-0.27 | $-21.27 | ||
| Q4 24 | $-0.15 | $-0.71 | ||
| Q3 24 | $-0.48 | $-2.08 | ||
| Q2 24 | — | $-1.52 | ||
| Q1 24 | $0.05 | $-17.05 |
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 | $1.6B | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $3.5B |
| 总资产 | $6.2B | $10.0B |
| 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TEAMTTWO
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.2B | $879.6M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | $2.1B | $776.0M |
股东权益TEAMTTWO
| Q4 25 | $1.6B | $3.5B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.2B | $5.7B | ||
| Q3 24 | $1.0B | $5.8B | ||
| Q2 24 | — | $6.0B | ||
| Q1 24 | $1.1B | $5.7B |
总资产TEAMTTWO
| Q4 25 | $6.2B | $10.0B | ||
| Q3 25 | $5.7B | $10.1B | ||
| Q2 25 | $6.0B | $9.7B | ||
| Q1 25 | $5.9B | $9.2B | ||
| Q4 24 | $5.4B | $12.7B | ||
| Q3 24 | $5.0B | $13.1B | ||
| Q2 24 | — | $12.9B | ||
| Q1 24 | $5.1B | $12.2B |
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 | $177.8M | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $168.5M | $236.2M |
| 自由现金流率自由现金流/营收 | 10.6% | 13.9% |
| 资本支出强度资本支出/营收 | 0.6% | 4.1% |
| 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 | $1.3B | $487.8M |
8季度趋势，按日历期对齐
经营现金流TEAMTTWO
| Q4 25 | $177.8M | $305.2M | ||
| Q3 25 | $128.7M | $128.4M | ||
| Q2 25 | $375.3M | $-44.7M | ||
| Q1 25 | $652.7M | $279.0M | ||
| Q4 24 | $351.9M | $-4.8M | ||
| Q3 24 | $80.5M | $-128.4M | ||
| Q2 24 | — | $-191.0M | ||
| Q1 24 | $565.4M | $-8.9M |
自由现金流TEAMTTWO
| Q4 25 | $168.5M | $236.2M | ||
| Q3 25 | $114.6M | $96.5M | ||
| Q2 25 | $360.3M | $-69.8M | ||
| Q1 25 | $638.3M | $224.9M | ||
| Q4 24 | $342.6M | $-48.2M | ||
| Q3 24 | $74.3M | $-165.2M | ||
| Q2 24 | — | $-226.1M | ||
| Q1 24 | $554.9M | $-55.1M |
自由现金流率TEAMTTWO
| Q4 25 | 10.6% | 13.9% | ||
| Q3 25 | 8.0% | 5.4% | ||
| Q2 25 | 26.0% | -4.6% | ||
| Q1 25 | 47.0% | 14.2% | ||
| Q4 24 | 26.6% | -3.5% | ||
| Q3 24 | 6.3% | -12.2% | ||
| Q2 24 | — | -16.9% | ||
| Q1 24 | 46.7% | -3.9% |
资本支出强度TEAMTTWO
| Q4 25 | 0.6% | 4.1% | ||
| Q3 25 | 1.0% | 1.8% | ||
| Q2 25 | 1.1% | 1.7% | ||
| Q1 25 | 1.1% | 3.4% | ||
| Q4 24 | 0.7% | 3.2% | ||
| Q3 24 | 0.5% | 2.7% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | 0.9% | 3.3% |
现金转化率TEAMTTWO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 44.34× | — |
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
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
TTWO
暂无分部数据
