← Back to Research← 返回研究
APPEarnings Release财报快讯SEC sourceSEC 来源Source link原始来源August 5, 20262026/8/5by InvestLog AIInvestLog AI 整理

APP earnings release — EPS in line +0.0% · revenue in line -0.9%AppLovin Corporation (APP) 财报发布 — EPS 基本符合预期+0.0% · 营收 基本符合预期-0.9%

Key Results

Actual vs Consensus

  • EPS: $3.76 vs $3.76 estimate, in line+0.0%.
  • Revenue: $1.9B vs $1.9B estimate, in line-0.9%.
  • Profitability and Cash Flow

  • Period: 2026 Q2 period ended 2026-06-30
  • Revenue: $1.9B; YoY: +52.8%; QoQ: +4.4%
  • Gross profit: $1.7B; Gross margin: 88.3%
  • Operating income: $1.5B; Operating margin: 77.7%; YoY: +56.0%; QoQ: +3.8%
  • Net income: $1.3B; GAAP diluted EPS: $3.76; YoY: +54.5%; QoQ: +5.1%
  • Operating cash flow: $869M; Capex: $0; Free cash flow: $869M
  • Cash: $3.1B; Total debt: $3.5B; Net debt: $462M
  • Official release: Announces Second Quarter 2026 Financial Results

    核心结果

    实际值与市场预期

  • EPS:$3.76 vs $3.76 预期,基本符合预期+0.0%。
  • 营收:$1.9B vs $1.9B 预期,基本符合预期-0.9%。
  • 财务指标

  • 期间:2026 Q2 period ended 2026-06-30
  • 营收:$1.9B;同比:+52.8%;环比:+4.4%
  • 毛利润:$1.7B;毛利率:88.3%
  • 经营利润:$1.5B;经营利润率:77.7%;同比:+56.0%;环比:+3.8%
  • 净利润:$1.3B;GAAP 稀释 EPS:$3.76;同比:+54.5%;环比:+5.1%
  • 经营现金流:$869M;资本开支:$0;自由现金流:$869M
  • 现金:$3.1B;总债务:$3.5B;净债务:$462M
  • This earnings research was prepared from company results, regulatory filings, and financial statements. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件和财务报表整理。内容仅供参考,不构成投资建议。