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美国国际集团（AII）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美国国际集团的1.6倍（$108.5M vs $68.1M），美国国际集团净利率更高（30.7% vs -13.9%，领先44.6%），美国国际集团自由现金流更多（$133.2M vs $31.4M）
美国国际集团（AIG）是一家美国跨国金融保险集团，业务遍及全球80多个国家和地区，截至2023年共有雇员25200人。集团核心业务分为三大板块：一般保险、人寿与退休服务，另设有一家独立的科技赋能子公司。
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。
AII vs AMBA — 直观对比
营收规模更大
AMBA
是对方的1.6倍
$68.1M
净利率更高
AII
高出44.6%
-13.9%
自由现金流更多
AII
多$101.8M
$31.4M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $68.1M | $108.5M |
| 净利润 | $20.9M | $-15.1M |
| 毛利率 | — | 59.6% |
| 营业利润率 | 43.0% | -15.0% |
| 净利率 | 30.7% | -13.9% |
| 营收同比 | — | 31.2% |
| 净利润同比 | — | 37.2% |
| 每股收益（稀释后） | $0.58 | $-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AIIAMBA
| Q4 25 | $68.1M | $108.5M | ||
| Q3 25 | $62.0M | $95.5M | ||
| Q2 25 | $74.5M | $85.9M | ||
| Q1 25 | $71.9M | $84.0M | ||
| Q4 24 | — | $82.7M | ||
| Q3 24 | — | $63.7M | ||
| Q2 24 | — | $54.5M | ||
| Q1 24 | — | $51.6M |
净利润AIIAMBA
| Q4 25 | $20.9M | $-15.1M | ||
| Q3 25 | $13.2M | $-20.0M | ||
| Q2 25 | $27.5M | $-24.3M | ||
| Q1 25 | $38.1M | $-20.2M | ||
| Q4 24 | — | $-24.1M | ||
| Q3 24 | — | $-34.9M | ||
| Q2 24 | — | $-37.9M | ||
| Q1 24 | — | $-60.6M |
毛利率AIIAMBA
| 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AIIAMBA
| Q4 25 | 43.0% | -15.0% | ||
| Q3 25 | 30.3% | -23.0% | ||
| Q2 25 | 32.3% | -30.1% | ||
| Q1 25 | 59.7% | -30.2% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | -56.9% | ||
| Q2 24 | — | -72.4% | ||
| Q1 24 | — | -80.8% |
净利率AIIAMBA
| Q4 25 | 30.7% | -13.9% | ||
| Q3 25 | 21.2% | -20.9% | ||
| Q2 25 | 36.9% | -28.3% | ||
| Q1 25 | 53.0% | -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）AIIAMBA
| Q4 25 | $0.58 | $-0.35 | ||
| Q3 25 | $0.67 | $-0.47 | ||
| Q2 25 | $1.62 | $-0.58 | ||
| Q1 25 | $2.78 | $-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 | $222.0M | $174.1M |
| 总债务越低越好 | $618.0K | — |
| 股东权益账面价值 | $337.0M | $590.1M |
| 总资产 | $1.2B | $751.9M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资AIIAMBA
| Q4 25 | $222.0M | $174.1M | ||
| Q3 25 | $171.9M | $142.7M | ||
| Q2 25 | $259.6M | $141.3M | ||
| Q1 25 | $236.4M | $144.6M | ||
| Q4 24 | — | $127.1M | ||
| Q3 24 | — | $153.9M | ||
| Q2 24 | — | $131.8M | ||
| Q1 24 | — | $144.9M |
总债务AIIAMBA
| Q4 25 | $618.0K | — | ||
| Q3 25 | $721.0K | — | ||
| Q2 25 | $824.0K | — | ||
| Q1 25 | $926.0K | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AIIAMBA
| Q4 25 | $337.0M | $590.1M | ||
| Q3 25 | $315.9M | $576.5M | ||
| Q2 25 | $301.9M | $572.7M | ||
| Q1 25 | $186.1M | $561.4M | ||
| Q4 24 | — | $554.3M | ||
| Q3 24 | — | $547.6M | ||
| Q2 24 | — | $555.4M | ||
| Q1 24 | — | $559.9M |
总资产AIIAMBA
| Q4 25 | $1.2B | $751.9M | ||
| Q3 25 | $1.4B | $706.4M | ||
| Q2 25 | $1.6B | $701.9M | ||
| Q1 25 | $1.1B | $689.0M | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | — | $650.3M | ||
| Q2 24 | — | $638.7M | ||
| Q1 24 | — | $657.7M |
负债/权益比AIIAMBA
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $138.2M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $133.2M | $31.4M |
| 自由现金流率自由现金流/营收 | 195.6% | 29.0% |
| 资本支出强度资本支出/营收 | 7.4% | 2.7% |
| 现金转化率经营现金流/净利润 | 6.62× | — |
| 过去12个月自由现金流最近4个季度 | $216.1M | $64.3M |
8季度趋势，按日历期对齐
经营现金流AIIAMBA
| Q4 25 | $138.2M | $34.3M | ||
| Q3 25 | $-7.5M | $5.5M | ||
| Q2 25 | $27.4M | $14.8M | ||
| Q1 25 | $68.1M | $25.4M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | — | $16.7M | ||
| Q2 24 | — | $-15.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流AIIAMBA
| Q4 25 | $133.2M | $31.4M | ||
| Q3 25 | $-11.9M | $1.4M | ||
| Q2 25 | $26.9M | $10.2M | ||
| Q1 25 | $68.0M | $21.2M | ||
| Q4 24 | — | $4.1M | ||
| Q3 24 | — | $14.2M | ||
| Q2 24 | — | $-16.1M | ||
| Q1 24 | — | $-6.0M |
自由现金流率AIIAMBA
| Q4 25 | 195.6% | 29.0% | ||
| Q3 25 | -19.2% | 1.4% | ||
| Q2 25 | 36.1% | 11.9% | ||
| Q1 25 | 94.6% | 25.3% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | -29.5% | ||
| Q1 24 | — | -11.6% |
资本支出强度AIIAMBA
| Q4 25 | 7.4% | 2.7% | ||
| Q3 25 | 7.2% | 4.3% | ||
| Q2 25 | 0.6% | 5.3% | ||
| Q1 25 | 0.2% | 5.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.7% |
现金转化率AIIAMBA
| Q4 25 | 6.62× | — | ||
| Q3 25 | -0.57× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.79× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AII
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% |
