Stocks股票 / Tech / APPS
APPS US listed · USD美股 · 美元
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考;使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动,请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-09-23Earnings财务业绩
next report下次财报 2026-11-03Beat expectations 4 quarters in a row连续 4 季度超预期
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 185.3%
Financials财务数据
fiscal years财年Leverage杠杆
Capital allocation资本配置
Debt coming due到期债务
FY2026 10-KIn the 12-month bucket following fiscal period end 2026-03-31, it reported $7.0M due — about 2% of its disclosed principal.在财年期末 2026-03-31 之后12个月的区间内,已披露到期本金为 $7.0M,约占其披露本金的 2%。
All maturity buckets are measured from fiscal period end 2026-03-31, not from today.所有到期区间均从财年期末 2026-03-31 起算,而非从今天起算。
Cash reported at 2026-03-31: $37719000.截至 2026-03-31 披露的现金:$37719000。 Operating cash flow exceeded or equaled equipment spending over 2025-04-01 to 2026-03-31; no cash burn to measure.在 2025-04-01 至 2026-03-31 期间,经营现金流不低于设备支出,无可衡量的现金消耗。
Capital-need coverage is partial; incomplete or incompatible filing inputs are not combined.资本需求覆盖信息不完整;不会合并不完整或不兼容的报告数据。
Any available cash-flow scenario is context only. Missing or incompatible inputs are not replaced with zero or a financing forecast.可用现金流情景仅供参考;缺失或不兼容的输入不以零值或融资预测替代。
Sources and cash-flow calculation来源与现金流计算
Figures are XBRL facts from one filing — no two years are mixed. Filing数据取自同一份文件中的 XBRL 事实,不跨文件拼接。文件
0001628280-26-038115, period ending报告期截至 2026-03-31, unit单位 USD.
Cache acquired缓存获取时间: 2026-09-21T09:29:40.077478+00:00.
4/6 buckets reported.个区间有披露。
LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonthsLongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwoLongTermDebtMaturitiesRepaymentsOfPrincipalInYearThreeLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFourLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive— period_mismatchLongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive— period_mismatch
Annual period年度区间 2025-04-01 — 2026-03-31 · USD · 10-K · 0001628280-26-038115 · Filed提交日期 2026-05-26.
Cache acquired缓存获取时间: 2026-09-21T09:29:40.077478+00:00 · Evaluated as of评估截至 2026-09-23.
- Reported operating cash flow已披露经营活动现金流: $41805000
- Reported equipment spending (capex outflow)已披露设备支出(资本开支流出): $30619000
- Derived free cash flow (operating cash flow minus capex)计算所得自由现金流(经营现金流减资本开支): $11186000
Cash is the reported balance at period end. The runway scenario holds this annual cash-flow pace constant and excludes debt payments, restricted-cash adjustments and future financing.现金为期末已披露余额。现金跑道情景假设本年度现金流速度保持不变,不包括债务偿还、受限现金调整与未来融资。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Signal history信号历史
engine events引擎事件Company profile公司档案
- Receivables stretch
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +2.7% | +1.9% |
| 1 Month近1月 | +10.9% | +1.3% |
| 3 Months近3月 | +30.1% | +5.7% |
| 6 Months近6月 | +308.5% | +18.4% |
| Year to date年初至今 | +152.1% | +14.1% |
| 1 Year近1年 | +118.3% | +17.8% |
Trading information交易信息
Multi-year record多年财务记录
| 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | 20262026 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $314M | $748M | $666M | $544M | $491M | $565M |
| EPS每股收益 | $0.57 | $0.35 | $0.16 | $-4.16 | $-0.89 | $-0.33 |
| Free cash flow自由现金流 | — | — | — | — | — | $11M |
| Gross margin毛利率 | 43.0% | 50.4% | 53.6% | 51.8% | 52.0% | 56.9% |
| Net margin净利率 | 17.5% | 4.8% | 2.5% | -77.2% | -18.8% | -6.7% |
| FCF margin自由现金流利润率 | — | — | — | — | — | 2.0% |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: earnings cash-backed盈利质量:盈利有现金支撑
- Working capital: receivables +305% vs sales +80% — receivables outpacing sales, revenue-quality risk营运资本:应收 +305% 对销售 +80%——应收快于销售,营收质量风险
- Pricing power: gross margin +13.9pts over 6 years定价能力:毛利率 6 年上升 13.9 个百分点
- Capital discipline: share count +33.8% over 6 years (dilution)资本纪律:股本 6 年增加 33.8%(稀释)
- Balance sheet: leverage unremarkable资产负债表:杠杆水平一般
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $0.17 | $0.10 | +70.0% |
| Mar 2026 | $0.13 | $0.05 | +160.0% |
| Dec 2025 | $0.16 | $0.09 | +77.8% |
| Sep 2025 | $0.10 | $-0.03 | +433.3% |