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ARBOR REALTY TRUST INC（ABR）与安霸（AMBA）财务数据对比。点击上方公司名可切换其他公司
ARBOR REALTY TRUST INC的季度营收约是安霸的1.2倍（$133.4M vs $108.5M），安霸同比增速更快（31.2% vs -12.1%），过去两年安霸的营收复合增速更高（45.0% vs -8.9%）
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托（REIT）企业，主要为多户住宅及商业地产项目提供结构性融资服务，涵盖过渡贷款、机构贷款、夹层融资等品类，服务覆盖美国各地的地产持有者、开发商及房产投资群体。
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
ABR vs AMBA — 直观对比
营收规模更大
ABR
是对方的1.2倍
$108.5M
营收增速更快
AMBA
高出43.3%
-12.1%
两年增速更快
AMBA
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $133.4M | $108.5M |
| 净利润 | — | $-15.1M |
| 毛利率 | — | 59.6% |
| 营业利润率 | — | -15.0% |
| 净利率 | — | -13.9% |
| 营收同比 | -12.1% | 31.2% |
| 净利润同比 | — | 37.2% |
| 每股收益（稀释后） | $0.08 | $-0.35 |
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ABRAMBA
| Q4 25 | $133.4M | $108.5M | ||
| Q3 25 | $112.4M | $95.5M | ||
| Q2 25 | $130.4M | $85.9M | ||
| Q1 25 | $134.2M | $84.0M | ||
| Q4 24 | $151.7M | $82.7M | ||
| Q3 24 | $156.7M | $63.7M | ||
| Q2 24 | $153.1M | $54.5M | ||
| Q1 24 | $160.7M | $51.6M |
净利润ABRAMBA
| Q4 25 | — | $-15.1M | ||
| Q3 25 | $52.0M | $-20.0M | ||
| Q2 25 | $36.3M | $-24.3M | ||
| Q1 25 | $43.4M | $-20.2M | ||
| Q4 24 | — | $-24.1M | ||
| Q3 24 | $73.5M | $-34.9M | ||
| Q2 24 | $61.8M | $-37.9M | ||
| Q1 24 | $73.2M | $-60.6M |
毛利率ABRAMBA
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 58.9% | ||
| Q2 25 | — | 60.0% | ||
| Q1 25 | — | 60.0% | ||
| Q4 24 | — | 60.6% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.9% | ||
| Q1 24 | — | 59.8% |
营业利润率ABRAMBA
| Q4 25 | — | -15.0% | ||
| Q3 25 | — | -23.0% | ||
| Q2 25 | — | -30.1% | ||
| Q1 25 | — | -30.2% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | -56.9% | ||
| Q2 24 | — | -72.4% | ||
| Q1 24 | 46.9% | -80.8% |
净利率ABRAMBA
| Q4 25 | — | -13.9% | ||
| Q3 25 | 46.3% | -20.9% | ||
| Q2 25 | 27.8% | -28.3% | ||
| Q1 25 | 32.3% | -24.1% | ||
| Q4 24 | — | -29.1% | ||
| Q3 24 | 46.9% | -54.8% | ||
| Q2 24 | 40.4% | -69.6% | ||
| Q1 24 | 45.6% | -117.4% |
每股收益（稀释后）ABRAMBA
| Q4 25 | $0.08 | $-0.35 | ||
| Q3 25 | $0.20 | $-0.47 | ||
| Q2 25 | $0.12 | $-0.58 | ||
| Q1 25 | $0.16 | $-0.48 | ||
| Q4 24 | $0.31 | $-0.58 | ||
| Q3 24 | $0.31 | $-0.85 | ||
| Q2 24 | $0.25 | $-0.93 | ||
| Q1 24 | $0.31 | $-1.51 |
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 | $482.9M | $174.1M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | $590.1M |
| 总资产 | $14.5B | $751.9M |
| 负债/权益比越低杠杆越低 | 3.75× | — |
8季度趋势，按日历期对齐
现金及短期投资ABRAMBA
| Q4 25 | $482.9M | $174.1M | ||
| Q3 25 | $423.4M | $142.7M | ||
| Q2 25 | $255.7M | $141.3M | ||
| Q1 25 | $308.8M | $144.6M | ||
| Q4 24 | $503.8M | $127.1M | ||
| Q3 24 | $687.5M | $153.9M | ||
| Q2 24 | $737.5M | $131.8M | ||
| Q1 24 | $908.0M | $144.9M |
总债务ABRAMBA
| Q4 25 | $11.1B | — | ||
| Q3 25 | $10.4B | — | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.9B | — | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $11.4B | — |
股东权益ABRAMBA
| Q4 25 | $3.0B | $590.1M | ||
| Q3 25 | $3.0B | $576.5M | ||
| Q2 25 | $3.0B | $572.7M | ||
| Q1 25 | $3.0B | $561.4M | ||
| Q4 24 | $3.0B | $554.3M | ||
| Q3 24 | $3.0B | $547.6M | ||
| Q2 24 | $3.1B | $555.4M | ||
| Q1 24 | $3.1B | $559.9M |
总资产ABRAMBA
| Q4 25 | $14.5B | $751.9M | ||
| Q3 25 | $13.9B | $706.4M | ||
| Q2 25 | $13.6B | $701.9M | ||
| Q1 25 | $13.4B | $689.0M | ||
| Q4 24 | $13.5B | $670.8M | ||
| Q3 24 | $13.9B | $650.3M | ||
| Q2 24 | $14.2B | $638.7M | ||
| Q1 24 | $15.1B | $657.7M |
负债/权益比ABRAMBA
| Q4 25 | 3.75× | — | ||
| Q3 25 | 3.47× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.29× | — | ||
| Q3 24 | 3.40× | — | ||
| Q2 24 | 3.47× | — | ||
| Q1 24 | 3.68× | — |
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 | $372.4M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | — | $31.4M |
| 自由现金流率自由现金流/营收 | — | 29.0% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $64.3M |
8季度趋势，按日历期对齐
经营现金流ABRAMBA
| Q4 25 | $372.4M | $34.3M | ||
| Q3 25 | $178.7M | $5.5M | ||
| Q2 25 | $60.0M | $14.8M | ||
| Q1 25 | $150.5M | $25.4M | ||
| Q4 24 | $461.5M | $6.6M | ||
| Q3 24 | $85.0M | $16.7M | ||
| Q2 24 | $69.9M | $-15.0M | ||
| Q1 24 | $260.0M | $-4.0M |
自由现金流ABRAMBA
| Q4 25 | — | $31.4M | ||
| Q3 25 | — | $1.4M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $21.2M | ||
| Q4 24 | — | $4.1M | ||
| Q3 24 | — | $14.2M | ||
| Q2 24 | — | $-16.1M | ||
| Q1 24 | — | $-6.0M |
自由现金流率ABRAMBA
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 11.9% | ||
| Q1 25 | — | 25.3% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | -29.5% | ||
| Q1 24 | — | -11.6% |
资本支出强度ABRAMBA
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.7% |
现金转化率ABRAMBA
| Q4 25 | — | — | ||
| Q3 25 | 3.44× | — | ||
| Q2 25 | 1.65× | — | ||
| Q1 25 | 3.47× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 3.55× | — |
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
ABR
暂无分部数据
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
