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Arteris, Inc.（AIP）与安费诺（APH）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是Arteris, Inc.的319.8倍（$6.4B vs $20.1M）。安费诺净利率更高（18.6% vs -42.2%，领先60.8%）。安费诺同比增速更快（49.1% vs 30.0%）。安费诺自由现金流更多（$1.5B vs $3.0M）。过去两年安费诺的营收复合增速更高（40.6% 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。
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
AIP vs APH — 直观对比
营收规模更大
APH
是对方的319.8倍
$20.1M
营收增速更快
APH
高出19.1%
30.0%
净利率更高
APH
高出60.8%
-42.2%
自由现金流更多
APH
多$1.5B
$3.0M
两年增速更快
APH
近两年复合增速
24.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $6.4B |
| 净利润 | $-8.5M | $1.2B |
| 毛利率 | 90.8% | 38.2% |
| 营业利润率 | -42.0% | 26.8% |
| 净利率 | -42.2% | 18.6% |
| 营收同比 | 30.0% | 49.1% |
| 净利润同比 | -3.7% | 60.2% |
| 每股收益（稀释后） | $-0.19 | $0.93 |
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AIPAPH
| Q4 25 | $20.1M | $6.4B | ||
| Q3 25 | $17.4M | $6.2B | ||
| Q2 25 | $16.5M | $5.7B | ||
| Q1 25 | $16.5M | $4.8B | ||
| Q4 24 | $15.5M | $4.3B | ||
| Q3 24 | $14.7M | $4.0B | ||
| Q2 24 | $14.6M | $3.6B | ||
| Q1 24 | $12.9M | $3.3B |
净利润AIPAPH
| Q4 25 | $-8.5M | $1.2B | ||
| Q3 25 | $-9.0M | $1.2B | ||
| Q2 25 | $-9.1M | $1.1B | ||
| Q1 25 | $-8.1M | $737.8M | ||
| Q4 24 | $-8.2M | $746.1M | ||
| Q3 24 | $-7.7M | $604.4M | ||
| Q2 24 | $-8.3M | $524.8M | ||
| Q1 24 | $-9.4M | $548.7M |
毛利率AIPAPH
| Q4 25 | 90.8% | 38.2% | ||
| Q3 25 | 89.9% | 38.1% | ||
| Q2 25 | 89.4% | 36.3% | ||
| Q1 25 | 90.8% | 34.2% | ||
| Q4 24 | 89.8% | 34.3% | ||
| Q3 24 | 90.1% | 33.6% | ||
| Q2 24 | 90.0% | 33.6% | ||
| Q1 24 | 88.7% | 33.4% |
营业利润率AIPAPH
| Q4 25 | -42.0% | 26.8% | ||
| Q3 25 | -50.1% | 27.5% | ||
| Q2 25 | -50.0% | 25.1% | ||
| Q1 25 | -46.6% | 21.3% | ||
| Q4 24 | -45.9% | 22.1% | ||
| Q3 24 | -53.8% | 20.3% | ||
| Q2 24 | -51.1% | 19.4% | ||
| Q1 24 | -70.5% | 21.0% |
净利率AIPAPH
| Q4 25 | -42.2% | 18.6% | ||
| Q3 25 | -51.6% | 20.1% | ||
| Q2 25 | -55.3% | 19.3% | ||
| Q1 25 | -49.1% | 15.3% | ||
| Q4 24 | -53.0% | 17.3% | ||
| Q3 24 | -52.2% | 15.0% | ||
| Q2 24 | -57.2% | 14.5% | ||
| Q1 24 | -72.6% | 16.9% |
每股收益（稀释后）AIPAPH
| Q4 25 | $-0.19 | $0.93 | ||
| Q3 25 | $-0.21 | $0.97 | ||
| Q2 25 | $-0.22 | $0.86 | ||
| Q1 25 | $-0.20 | $0.58 | ||
| Q4 24 | $-0.19 | $0.16 | ||
| Q3 24 | $-0.20 | $0.48 | ||
| Q2 24 | $-0.22 | $0.41 | ||
| Q1 24 | $-0.25 | $0.87 |
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 | $11.4B |
| 总债务越低越好 | — | $14.6B |
| 股东权益账面价值 | $-14.6M | $13.4B |
| 总资产 | $115.0M | $36.2B |
| 负债/权益比越低杠杆越低 | — | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资AIPAPH
| Q4 25 | $33.9M | $11.4B | ||
| Q3 25 | $39.0M | $3.9B | ||
| Q2 25 | $38.0M | $3.2B | ||
| Q1 25 | $42.3M | $1.7B | ||
| Q4 24 | $43.8M | $3.3B | ||
| Q3 24 | $48.7M | $1.6B | ||
| Q2 24 | $45.8M | $1.3B | ||
| Q1 24 | $44.8M | $2.0B |
总债务AIPAPH
| Q4 25 | — | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $3.6B |
股东权益AIPAPH
| Q4 25 | $-14.6M | $13.4B | ||
| Q3 25 | $-11.4M | $12.5B | ||
| Q2 25 | $-7.5M | $11.5B | ||
| Q1 25 | $-4.8M | $10.3B | ||
| Q4 24 | $-1.2M | $9.8B | ||
| Q3 24 | $2.2M | $9.5B | ||
| Q2 24 | $5.3M | $9.0B | ||
| Q1 24 | $9.5M | $8.7B |
总资产AIPAPH
| Q4 25 | $115.0M | $36.2B | ||
| Q3 25 | $107.7M | $27.1B | ||
| Q2 25 | $106.9M | $25.7B | ||
| Q1 25 | $98.3M | $22.9B | ||
| Q4 24 | $106.1M | $21.4B | ||
| Q3 24 | $97.7M | $19.6B | ||
| Q2 24 | $96.4M | $18.6B | ||
| Q1 24 | $101.4M | $16.7B |
负债/权益比AIPAPH
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.41× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $1.5B |
| 自由现金流率自由现金流/营收 | 15.1% | 22.8% |
| 资本支出强度资本支出/营收 | 0.7% | 3.9% |
| 现金转化率经营现金流/净利润 | — | 1.44× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $4.4B |
8季度趋势，按日历期对齐
经营现金流AIPAPH
| Q4 25 | $3.2M | $1.7B | ||
| Q3 25 | $3.2M | $1.5B | ||
| Q2 25 | $-2.5M | $1.4B | ||
| Q1 25 | $2.9M | $764.9M | ||
| Q4 24 | $-2.6M | $847.1M | ||
| Q3 24 | $1.1M | $704.0M | ||
| Q2 24 | $311.0K | $664.1M | ||
| Q1 24 | $477.0K | $599.5M |
自由现金流AIPAPH
| Q4 25 | $3.0M | $1.5B | ||
| Q3 25 | $2.5M | $1.2B | ||
| Q2 25 | $-2.8M | $1.1B | ||
| Q1 25 | $2.7M | $576.3M | ||
| Q4 24 | $-2.7M | $647.3M | ||
| Q3 24 | $1.1M | $474.0M | ||
| Q2 24 | $264.0K | $522.8M | ||
| Q1 24 | $281.0K | $505.2M |
自由现金流率AIPAPH
| Q4 25 | 15.1% | 22.8% | ||
| Q3 25 | 14.2% | 19.6% | ||
| Q2 25 | -17.2% | 19.8% | ||
| Q1 25 | 16.2% | 12.0% | ||
| Q4 24 | -17.3% | 15.0% | ||
| Q3 24 | 7.4% | 11.7% | ||
| Q2 24 | 1.8% | 14.5% | ||
| Q1 24 | 2.2% | 15.5% |
资本支出强度AIPAPH
| Q4 25 | 0.7% | 3.9% | ||
| Q3 25 | 4.1% | 4.2% | ||
| Q2 25 | 2.2% | 5.3% | ||
| Q1 25 | 1.1% | 3.9% | ||
| Q4 24 | 0.3% | 4.6% | ||
| Q3 24 | 0.2% | 5.7% | ||
| Q2 24 | 0.3% | 3.9% | ||
| Q1 24 | 1.5% | 2.9% |
现金转化率AIPAPH
| Q4 25 | — | 1.44× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.30× | ||
| Q1 25 | — | 1.04× | ||
| Q4 24 | — | 1.14× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.09× |
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% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
