vs
Arteris, Inc.（AIP）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Arteris, Inc.的5.4倍（$108.5M vs $20.1M）。安霸净利率更高（-13.9% vs -42.2%，领先28.3%）。安霸同比增速更快（31.2% vs 30.0%）。安霸自由现金流更多（$31.4M vs $3.0M）。过去两年安霸的营收复合增速更高（45.0% vs 24.7%）
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。
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。
AIP vs AMBA — 直观对比
营收规模更大
AMBA
是对方的5.4倍
$20.1M
营收增速更快
AMBA
高出1.2%
30.0%
净利率更高
AMBA
高出28.3%
-42.2%
自由现金流更多
AMBA
多$28.4M
$3.0M
两年增速更快
AMBA
近两年复合增速
24.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $108.5M |
| 净利润 | $-8.5M | $-15.1M |
| 毛利率 | 90.8% | 59.6% |
| 营业利润率 | -42.0% | -15.0% |
| 净利率 | -42.2% | -13.9% |
| 营收同比 | 30.0% | 31.2% |
| 净利润同比 | -3.7% | 37.2% |
| 每股收益（稀释后） | $-0.19 | $-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AIPAMBA
| Q4 25 | $20.1M | $108.5M | ||
| Q3 25 | $17.4M | $95.5M | ||
| Q2 25 | $16.5M | $85.9M | ||
| Q1 25 | $16.5M | $84.0M | ||
| Q4 24 | $15.5M | $82.7M | ||
| Q3 24 | $14.7M | $63.7M | ||
| Q2 24 | $14.6M | $54.5M | ||
| Q1 24 | $12.9M | $51.6M |
净利润AIPAMBA
| Q4 25 | $-8.5M | $-15.1M | ||
| Q3 25 | $-9.0M | $-20.0M | ||
| Q2 25 | $-9.1M | $-24.3M | ||
| Q1 25 | $-8.1M | $-20.2M | ||
| Q4 24 | $-8.2M | $-24.1M | ||
| Q3 24 | $-7.7M | $-34.9M | ||
| Q2 24 | $-8.3M | $-37.9M | ||
| Q1 24 | $-9.4M | $-60.6M |
毛利率AIPAMBA
| Q4 25 | 90.8% | 59.6% | ||
| Q3 25 | 89.9% | 58.9% | ||
| Q2 25 | 89.4% | 60.0% | ||
| Q1 25 | 90.8% | 60.0% | ||
| Q4 24 | 89.8% | 60.6% | ||
| Q3 24 | 90.1% | 60.8% | ||
| Q2 24 | 90.0% | 60.9% | ||
| Q1 24 | 88.7% | 59.8% |
营业利润率AIPAMBA
| Q4 25 | -42.0% | -15.0% | ||
| Q3 25 | -50.1% | -23.0% | ||
| Q2 25 | -50.0% | -30.1% | ||
| Q1 25 | -46.6% | -30.2% | ||
| Q4 24 | -45.9% | -30.9% | ||
| Q3 24 | -53.8% | -56.9% | ||
| Q2 24 | -51.1% | -72.4% | ||
| Q1 24 | -70.5% | -80.8% |
净利率AIPAMBA
| Q4 25 | -42.2% | -13.9% | ||
| Q3 25 | -51.6% | -20.9% | ||
| Q2 25 | -55.3% | -28.3% | ||
| Q1 25 | -49.1% | -24.1% | ||
| Q4 24 | -53.0% | -29.1% | ||
| Q3 24 | -52.2% | -54.8% | ||
| Q2 24 | -57.2% | -69.6% | ||
| Q1 24 | -72.6% | -117.4% |
每股收益（稀释后）AIPAMBA
| Q4 25 | $-0.19 | $-0.35 | ||
| Q3 25 | $-0.21 | $-0.47 | ||
| Q2 25 | $-0.22 | $-0.58 | ||
| Q1 25 | $-0.20 | $-0.48 | ||
| Q4 24 | $-0.19 | $-0.58 | ||
| Q3 24 | $-0.20 | $-0.85 | ||
| Q2 24 | $-0.22 | $-0.93 | ||
| Q1 24 | $-0.25 | $-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 | $33.9M | $174.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $590.1M |
| 总资产 | $115.0M | $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AIPAMBA
| Q4 25 | $33.9M | $174.1M | ||
| Q3 25 | $39.0M | $142.7M | ||
| Q2 25 | $38.0M | $141.3M | ||
| Q1 25 | $42.3M | $144.6M | ||
| Q4 24 | $43.8M | $127.1M | ||
| Q3 24 | $48.7M | $153.9M | ||
| Q2 24 | $45.8M | $131.8M | ||
| Q1 24 | $44.8M | $144.9M |
股东权益AIPAMBA
| Q4 25 | $-14.6M | $590.1M | ||
| Q3 25 | $-11.4M | $576.5M | ||
| Q2 25 | $-7.5M | $572.7M | ||
| Q1 25 | $-4.8M | $561.4M | ||
| Q4 24 | $-1.2M | $554.3M | ||
| Q3 24 | $2.2M | $547.6M | ||
| Q2 24 | $5.3M | $555.4M | ||
| Q1 24 | $9.5M | $559.9M |
总资产AIPAMBA
| Q4 25 | $115.0M | $751.9M | ||
| Q3 25 | $107.7M | $706.4M | ||
| Q2 25 | $106.9M | $701.9M | ||
| Q1 25 | $98.3M | $689.0M | ||
| Q4 24 | $106.1M | $670.8M | ||
| Q3 24 | $97.7M | $650.3M | ||
| Q2 24 | $96.4M | $638.7M | ||
| Q1 24 | $101.4M | $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 | $3.2M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $31.4M |
| 自由现金流率自由现金流/营收 | 15.1% | 29.0% |
| 资本支出强度资本支出/营收 | 0.7% | 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 | $5.3M | $64.3M |
8季度趋势，按日历期对齐
经营现金流AIPAMBA
| Q4 25 | $3.2M | $34.3M | ||
| Q3 25 | $3.2M | $5.5M | ||
| Q2 25 | $-2.5M | $14.8M | ||
| Q1 25 | $2.9M | $25.4M | ||
| Q4 24 | $-2.6M | $6.6M | ||
| Q3 24 | $1.1M | $16.7M | ||
| Q2 24 | $311.0K | $-15.0M | ||
| Q1 24 | $477.0K | $-4.0M |
自由现金流AIPAMBA
| Q4 25 | $3.0M | $31.4M | ||
| Q3 25 | $2.5M | $1.4M | ||
| Q2 25 | $-2.8M | $10.2M | ||
| Q1 25 | $2.7M | $21.2M | ||
| Q4 24 | $-2.7M | $4.1M | ||
| Q3 24 | $1.1M | $14.2M | ||
| Q2 24 | $264.0K | $-16.1M | ||
| Q1 24 | $281.0K | $-6.0M |
自由现金流率AIPAMBA
| Q4 25 | 15.1% | 29.0% | ||
| Q3 25 | 14.2% | 1.4% | ||
| Q2 25 | -17.2% | 11.9% | ||
| Q1 25 | 16.2% | 25.3% | ||
| Q4 24 | -17.3% | 5.0% | ||
| Q3 24 | 7.4% | 22.2% | ||
| Q2 24 | 1.8% | -29.5% | ||
| Q1 24 | 2.2% | -11.6% |
资本支出强度AIPAMBA
| Q4 25 | 0.7% | 2.7% | ||
| Q3 25 | 4.1% | 4.3% | ||
| Q2 25 | 2.2% | 5.3% | ||
| Q1 25 | 1.1% | 5.0% | ||
| Q4 24 | 0.3% | 3.0% | ||
| Q3 24 | 0.2% | 4.0% | ||
| Q2 24 | 0.3% | 2.1% | ||
| Q1 24 | 1.5% | 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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
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% |
