vs
Arteris, Inc.（AIP）与应用材料（AMAT）财务数据对比。点击上方公司名可切换其他公司
应用材料的季度营收约是Arteris, Inc.的337.7倍（$6.8B vs $20.1M）。应用材料净利率更高（27.9% vs -42.2%，领先70.1%）。Arteris, Inc.同比增速更快（30.0% vs -3.5%）。应用材料自由现金流更多（$2.0B vs $3.0M）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 0.7%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
应用材料是总部位于美国加利福尼亚州圣克拉拉的企业，为全球第二大半导体设备供应商，主营半导体芯片、消费电子平板显示、太阳能产品制造所需的设备、服务及软件，同时供应柔性电子、封装等领域的涂层生产设备。
AIP vs AMAT — 直观对比
营收规模更大
AMAT
是对方的337.7倍
$20.1M
营收增速更快
AIP
高出33.5%
-3.5%
净利率更高
AMAT
高出70.1%
-42.2%
自由现金流更多
AMAT
多$2.0B
$3.0M
两年增速更快
AIP
近两年复合增速
0.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $6.8B |
| 净利润 | $-8.5M | $1.9B |
| 毛利率 | 90.8% | 48.0% |
| 营业利润率 | -42.0% | 25.2% |
| 净利率 | -42.2% | 27.9% |
| 营收同比 | 30.0% | -3.5% |
| 净利润同比 | -3.7% | 9.6% |
| 每股收益（稀释后） | $-0.19 | $2.36 |
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AIPAMAT
| Q4 25 | $20.1M | $6.8B | ||
| Q3 25 | $17.4M | $7.3B | ||
| Q2 25 | $16.5M | $7.1B | ||
| Q1 25 | $16.5M | $7.2B | ||
| Q4 24 | $15.5M | $7.0B | ||
| Q3 24 | $14.7M | $6.8B | ||
| Q2 24 | $14.6M | $6.6B | ||
| Q1 24 | $12.9M | $6.7B |
净利润AIPAMAT
| Q4 25 | $-8.5M | $1.9B | ||
| Q3 25 | $-9.0M | $1.8B | ||
| Q2 25 | $-9.1M | $2.1B | ||
| Q1 25 | $-8.1M | $1.2B | ||
| Q4 24 | $-8.2M | $1.7B | ||
| Q3 24 | $-7.7M | $1.7B | ||
| Q2 24 | $-8.3M | $1.7B | ||
| Q1 24 | $-9.4M | $2.0B |
毛利率AIPAMAT
| Q4 25 | 90.8% | 48.0% | ||
| Q3 25 | 89.9% | 48.8% | ||
| Q2 25 | 89.4% | 49.1% | ||
| Q1 25 | 90.8% | 48.8% | ||
| Q4 24 | 89.8% | 47.3% | ||
| Q3 24 | 90.1% | 47.3% | ||
| Q2 24 | 90.0% | 47.4% | ||
| Q1 24 | 88.7% | 47.8% |
营业利润率AIPAMAT
| Q4 25 | -42.0% | 25.2% | ||
| Q3 25 | -50.1% | 30.6% | ||
| Q2 25 | -50.0% | 30.5% | ||
| Q1 25 | -46.6% | 30.4% | ||
| Q4 24 | -45.9% | 29.0% | ||
| Q3 24 | -53.8% | 28.7% | ||
| Q2 24 | -51.1% | 28.8% | ||
| Q1 24 | -70.5% | 29.3% |
净利率AIPAMAT
| Q4 25 | -42.2% | 27.9% | ||
| Q3 25 | -51.6% | 24.4% | ||
| Q2 25 | -55.3% | 30.1% | ||
| Q1 25 | -49.1% | 16.5% | ||
| Q4 24 | -53.0% | 24.6% | ||
| Q3 24 | -52.2% | 25.2% | ||
| Q2 24 | -57.2% | 25.9% | ||
| Q1 24 | -72.6% | 30.1% |
每股收益（稀释后）AIPAMAT
| Q4 25 | $-0.19 | $2.36 | ||
| Q3 25 | $-0.21 | $2.22 | ||
| Q2 25 | $-0.22 | $2.63 | ||
| Q1 25 | $-0.20 | $1.45 | ||
| Q4 24 | $-0.19 | $2.09 | ||
| Q3 24 | $-0.20 | $2.05 | ||
| Q2 24 | $-0.22 | $2.06 | ||
| Q1 24 | $-0.25 | $2.41 |
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 | $33.9M | $8.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $20.4B |
| 总资产 | $115.0M | $36.3B |
| 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AIPAMAT
| Q4 25 | $33.9M | $8.6B | ||
| Q3 25 | $39.0M | $7.0B | ||
| Q2 25 | $38.0M | $6.7B | ||
| Q1 25 | $42.3M | $8.2B | ||
| Q4 24 | $43.8M | $9.5B | ||
| Q3 24 | $48.7M | $9.1B | ||
| Q2 24 | $45.8M | $7.6B | ||
| Q1 24 | $44.8M | $7.5B |
股东权益AIPAMAT
| Q4 25 | $-14.6M | $20.4B | ||
| Q3 25 | $-11.4M | $19.5B | ||
| Q2 25 | $-7.5M | $19.0B | ||
| Q1 25 | $-4.8M | $18.6B | ||
| Q4 24 | $-1.2M | $19.0B | ||
| Q3 24 | $2.2M | $18.8B | ||
| Q2 24 | $5.3M | $18.2B | ||
| Q1 24 | $9.5M | $17.4B |
总资产AIPAMAT
| Q4 25 | $115.0M | $36.3B | ||
| Q3 25 | $107.7M | $34.2B | ||
| Q2 25 | $106.9M | $33.6B | ||
| Q1 25 | $98.3M | $33.3B | ||
| Q4 24 | $106.1M | $34.4B | ||
| Q3 24 | $97.7M | $33.6B | ||
| Q2 24 | $96.4M | $31.9B | ||
| Q1 24 | $101.4M | $31.5B |
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 | $3.2M | $2.8B |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $2.0B |
| 自由现金流率自由现金流/营收 | 15.1% | 30.0% |
| 资本支出强度资本支出/营收 | 0.7% | 11.5% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $5.7B |
8季度趋势，按日历期对齐
经营现金流AIPAMAT
| Q4 25 | $3.2M | $2.8B | ||
| Q3 25 | $3.2M | $2.6B | ||
| Q2 25 | $-2.5M | $1.6B | ||
| Q1 25 | $2.9M | $925.0M | ||
| Q4 24 | $-2.6M | $2.6B | ||
| Q3 24 | $1.1M | $2.4B | ||
| Q2 24 | $311.0K | $1.4B | ||
| Q1 24 | $477.0K | $2.3B |
自由现金流AIPAMAT
| Q4 25 | $3.0M | $2.0B | ||
| Q3 25 | $2.5M | $2.0B | ||
| Q2 25 | $-2.8M | $1.1B | ||
| Q1 25 | $2.7M | $544.0M | ||
| Q4 24 | $-2.7M | $2.2B | ||
| Q3 24 | $1.1M | $2.1B | ||
| Q2 24 | $264.0K | $1.1B | ||
| Q1 24 | $281.0K | $2.1B |
自由现金流率AIPAMAT
| Q4 25 | 15.1% | 30.0% | ||
| Q3 25 | 14.2% | 28.1% | ||
| Q2 25 | -17.2% | 14.9% | ||
| Q1 25 | 16.2% | 7.6% | ||
| Q4 24 | -17.3% | 30.8% | ||
| Q3 24 | 7.4% | 30.8% | ||
| Q2 24 | 1.8% | 17.1% | ||
| Q1 24 | 2.2% | 31.3% |
资本支出强度AIPAMAT
| Q4 25 | 0.7% | 11.5% | ||
| Q3 25 | 4.1% | 8.0% | ||
| Q2 25 | 2.2% | 7.2% | ||
| Q1 25 | 1.1% | 5.3% | ||
| Q4 24 | 0.3% | 5.8% | ||
| Q3 24 | 0.2% | 4.4% | ||
| Q2 24 | 0.3% | 3.9% | ||
| Q1 24 | 1.5% | 3.4% |
现金转化率AIPAMAT
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.48× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 1.15× |
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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
