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APPLIED OPTOELECTRONICS, INC.（AAOI）与Ambiq Micro, Inc.（AMBQ）财务数据对比。点击上方公司名可切换其他公司
APPLIED OPTOELECTRONICS, INC.的季度营收约是Ambiq Micro, Inc.的7.4倍（$134.3M vs $18.2M）
应用光电是一家美国半导体企业，专注于光电器件领域，1997年于休斯顿大学成立，总部位于得克萨斯州舒格兰，深耕光通信相关的半导体器件研发与生产，在光电技术领域拥有深厚的技术积累。
Ambiq Micro, Inc.是一家专注于低功耗微控制器与片上系统的美国半导体企业，产品应用于智能手表、医疗设备、传感器等多个领域。公司由密歇根大学研究人员于2010年创立，总部位于得克萨斯州奥斯汀。其产品采用亚阈值功率优化技术（SPOT）降低能耗，可支持设备端边缘人工智能运算。
AAOI vs AMBQ — 直观对比
营收规模更大
AAOI
是对方的7.4倍
$18.2M
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $18.2M |
| 净利润 | — | $-9.0M |
| 毛利率 | 31.2% | 42.3% |
| 营业利润率 | -8.6% | -55.3% |
| 净利率 | — | -49.6% |
| 营收同比 | 33.9% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.02 | $-0.72 |
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AAOIAMBQ
| Q4 25 | $134.3M | — | ||
| Q3 25 | $118.6M | $18.2M | ||
| Q2 25 | $103.0M | $17.9M | ||
| Q1 25 | $99.9M | — | ||
| Q4 24 | $100.3M | — | ||
| Q3 24 | $65.2M | — | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $40.7M | — |
净利润AAOIAMBQ
| Q4 25 | — | — | ||
| Q3 25 | $-17.9M | $-9.0M | ||
| Q2 25 | $-9.1M | $-8.5M | ||
| Q1 25 | $-9.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-17.8M | — | ||
| Q2 24 | $-26.1M | — | ||
| Q1 24 | $-23.2M | — |
毛利率AAOIAMBQ
| Q4 25 | 31.2% | — | ||
| Q3 25 | 28.0% | 42.3% | ||
| Q2 25 | 30.3% | 40.1% | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | 28.7% | — | ||
| Q3 24 | 24.4% | — | ||
| Q2 24 | 22.1% | — | ||
| Q1 24 | 18.7% | — |
营业利润率AAOIAMBQ
| Q4 25 | -8.6% | — | ||
| Q3 25 | -15.3% | -55.3% | ||
| Q2 25 | -15.5% | -49.2% | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -6.5% | — | ||
| Q3 24 | -25.4% | — | ||
| Q2 24 | -60.7% | — | ||
| Q1 24 | -53.2% | — |
净利率AAOIAMBQ
| Q4 25 | — | — | ||
| Q3 25 | -15.1% | -49.6% | ||
| Q2 25 | -8.8% | -47.5% | ||
| Q1 25 | -9.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -27.3% | — | ||
| Q2 24 | -60.4% | — | ||
| Q1 24 | -57.0% | — |
每股收益（稀释后）AAOIAMBQ
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $-0.28 | $-0.72 | ||
| Q2 25 | $-0.16 | $-18.89 | ||
| Q1 25 | $-0.18 | — | ||
| Q4 24 | $-2.82 | — | ||
| Q3 24 | $-0.42 | — | ||
| Q2 24 | $-0.66 | — | ||
| Q1 24 | $-0.60 | — |
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 | $206.1M | $146.5M |
| 总债务越低越好 | $34.0M | — |
| 股东权益账面价值 | $733.9M | $169.8M |
| 总资产 | $1.2B | $186.7M |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资AAOIAMBQ
| Q4 25 | $206.1M | — | ||
| Q3 25 | $137.0M | $146.5M | ||
| Q2 25 | $64.7M | $47.5M | ||
| Q1 25 | $51.1M | — | ||
| Q4 24 | $67.4M | — | ||
| Q3 24 | $34.1M | — | ||
| Q2 24 | $10.7M | — | ||
| Q1 24 | $8.4M | — |
总债务AAOIAMBQ
| Q4 25 | $34.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $22.1M | — | ||
| Q4 24 | $26.7M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $22.5M | — | ||
| Q1 24 | $24.1M | — |
股东权益AAOIAMBQ
| Q4 25 | $733.9M | — | ||
| Q3 25 | $559.1M | $169.8M | ||
| Q2 25 | $425.0M | $-307.3M | ||
| Q1 25 | $309.0M | — | ||
| Q4 24 | $229.1M | — | ||
| Q3 24 | $212.1M | — | ||
| Q2 24 | $186.5M | — | ||
| Q1 24 | $195.7M | — |
总资产AAOIAMBQ
| Q4 25 | $1.2B | — | ||
| Q3 25 | $978.5M | $186.7M | ||
| Q2 25 | $796.9M | $89.2M | ||
| Q1 25 | $644.7M | — | ||
| Q4 24 | $547.0M | — | ||
| Q3 24 | $410.0M | — | ||
| Q2 24 | $348.0M | — | ||
| Q1 24 | $350.9M | — |
负债/权益比AAOIAMBQ
| Q4 25 | 0.05× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.12× | — | ||
| Q1 24 | 0.12× | — |
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 | $-29.6M | $-5.0M |
| 自由现金流经营现金流 - 资本支出 | $-104.6M | — |
| 自由现金流率自由现金流/营收 | -77.9% | — |
| 资本支出强度资本支出/营收 | 55.9% | — |
| 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 | $-353.6M | — |
8季度趋势，按日历期对齐
经营现金流AAOIAMBQ
| Q4 25 | $-29.6M | — | ||
| Q3 25 | $-28.5M | $-5.0M | ||
| Q2 25 | $-65.5M | $-10.5M | ||
| Q1 25 | $-50.9M | — | ||
| Q4 24 | $-24.6M | — | ||
| Q3 24 | $-14.4M | — | ||
| Q2 24 | $-2.0M | — | ||
| Q1 24 | $-28.5M | — |
自由现金流AAOIAMBQ
| Q4 25 | $-104.6M | — | ||
| Q3 25 | $-78.7M | — | ||
| Q2 25 | $-91.0M | — | ||
| Q1 25 | $-79.3M | — | ||
| Q4 24 | $-53.0M | — | ||
| Q3 24 | $-20.7M | — | ||
| Q2 24 | $-5.0M | — | ||
| Q1 24 | $-34.2M | — |
自由现金流率AAOIAMBQ
| Q4 25 | -77.9% | — | ||
| Q3 25 | -66.3% | — | ||
| Q2 25 | -88.3% | — | ||
| Q1 25 | -79.4% | — | ||
| Q4 24 | -52.9% | — | ||
| Q3 24 | -31.8% | — | ||
| Q2 24 | -11.5% | — | ||
| Q1 24 | -84.2% | — |
资本支出强度AAOIAMBQ
| Q4 25 | 55.9% | — | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 14.2% | — |
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
AAOI
| Data Center | $74.9M | 56% |
| CATV | $54.0M | 40% |
| Telecom | $5.1M | 4% |
AMBQ
暂无分部数据
