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AURORA CANNABIS INC（ACB）与安霸（AMBA）财务数据对比。点击上方公司名可切换其他公司
安霸的季度营收约是AURORA CANNABIS INC的1.3倍（$108.5M vs $81.6M），安霸净利率更高（-13.9% vs -756.4%，领先742.4%），安霸自由现金流更多（$31.4M vs $-8.6M）
奥罗拉大麻公司是加拿大获得官方许可的大麻生产商，总部位于埃德蒙顿。截至2018年9月，公司拥有八家合规生产工厂、五张销售牌照，业务遍及全球25个国家，年大麻产能超62.5万公斤，核心产能布局在加拿大，同时在丹麦、拉美等国际市场积极拓展业务。
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。
ACB vs AMBA — 直观对比
营收规模更大
AMBA
是对方的1.3倍
$81.6M
净利率更高
AMBA
高出742.4%
-756.4%
自由现金流更多
AMBA
多$40.0M
$-8.6M
损益表 — Q1 FY2024 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $81.6M | $108.5M |
| 净利润 | $-617.0M | $-15.1M |
| 毛利率 | 8.7% | 59.6% |
| 营业利润率 | -73.7% | -15.0% |
| 净利率 | -756.4% | -13.9% |
| 营收同比 | — | 31.2% |
| 净利润同比 | — | 37.2% |
| 每股收益（稀释后） | — | $-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ACBAMBA
| Q4 25 | — | $108.5M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | — | $85.9M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | — | $82.7M | ||
| Q3 24 | — | $63.7M | ||
| Q2 24 | — | $54.5M | ||
| Q1 24 | — | $51.6M |
净利润ACBAMBA
| Q4 25 | — | $-15.1M | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | — | $-24.3M | ||
| Q1 25 | — | $-20.2M | ||
| Q4 24 | — | $-24.1M | ||
| Q3 24 | — | $-34.9M | ||
| Q2 24 | — | $-37.9M | ||
| Q1 24 | — | $-60.6M |
毛利率ACBAMBA
| 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ACBAMBA
| 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 | — | -80.8% |
净利率ACBAMBA
| Q4 25 | — | -13.9% | ||
| Q3 25 | — | -20.9% | ||
| Q2 25 | — | -28.3% | ||
| Q1 25 | — | -24.1% | ||
| Q4 24 | — | -29.1% | ||
| Q3 24 | — | -54.8% | ||
| Q2 24 | — | -69.6% | ||
| Q1 24 | — | -117.4% |
每股收益（稀释后）ACBAMBA
| Q4 25 | — | $-0.35 | ||
| Q3 25 | — | $-0.47 | ||
| Q2 25 | — | $-0.58 | ||
| Q1 25 | — | $-0.48 | ||
| Q4 24 | — | $-0.58 | ||
| Q3 24 | — | $-0.85 | ||
| Q2 24 | — | $-0.93 | ||
| Q1 24 | — | $-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 | — | $174.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $590.1M |
| 总资产 | — | $751.9M |
| 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ACBAMBA
| Q4 25 | — | $174.1M | ||
| Q3 25 | — | $142.7M | ||
| Q2 25 | — | $141.3M | ||
| Q1 25 | — | $144.6M | ||
| Q4 24 | — | $127.1M | ||
| Q3 24 | — | $153.9M | ||
| Q2 24 | — | $131.8M | ||
| Q1 24 | — | $144.9M |
股东权益ACBAMBA
| Q4 25 | — | $590.1M | ||
| Q3 25 | — | $576.5M | ||
| Q2 25 | — | $572.7M | ||
| Q1 25 | — | $561.4M | ||
| Q4 24 | — | $554.3M | ||
| Q3 24 | — | $547.6M | ||
| Q2 24 | — | $555.4M | ||
| Q1 24 | — | $559.9M |
总资产ACBAMBA
| Q4 25 | — | $751.9M | ||
| Q3 25 | — | $706.4M | ||
| Q2 25 | — | $701.9M | ||
| Q1 25 | — | $689.0M | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | — | $650.3M | ||
| Q2 24 | — | $638.7M | ||
| Q1 24 | — | $657.7M |
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 | $-4.3M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.6M | $31.4M |
| 自由现金流率自由现金流/营收 | -10.6% | 29.0% |
| 资本支出强度资本支出/营收 | 5.3% | 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ACBAMBA
| Q4 25 | — | $34.3M | ||
| Q3 25 | — | $5.5M | ||
| Q2 25 | — | $14.8M | ||
| Q1 25 | — | $25.4M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | — | $16.7M | ||
| Q2 24 | — | $-15.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流ACBAMBA
| 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ACBAMBA
| 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ACBAMBA
| 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% |
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
ACB
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% |
