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Arteris, Inc.（AIP）与AMTECH SYSTEMS INC（ASYS）财务数据对比。点击上方公司名可切换其他公司
Arteris, Inc.的季度营收约是AMTECH SYSTEMS INC的1.1倍（$20.1M vs $19.0M），AMTECH SYSTEMS INC净利率更高（0.6% vs -42.2%，领先42.8%），Arteris, Inc.同比增速更快（30.0% vs -22.2%），AMTECH SYSTEMS INC自由现金流更多（$3.8M vs $3.0M），过去两年Arteris, Inc.的营收复合增速更高（24.7% vs -13.6%）
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。
Amtech Systems Inc是一家全球领先的热处理及自动化设备制造商，核心产品面向半导体、光伏太阳能、LED生产领域，覆盖焊接、扩散、沉积等工艺设备，主要市场包括北美、东亚及西欧，服务电子元器件、清洁能源制造领域的头部客户。
AIP vs ASYS — 直观对比
营收规模更大
AIP
是对方的1.1倍
$19.0M
营收增速更快
AIP
高出52.2%
-22.2%
净利率更高
ASYS
高出42.8%
-42.2%
自由现金流更多
ASYS
多$790.0K
$3.0M
两年增速更快
AIP
近两年复合增速
-13.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $19.0M |
| 净利润 | $-8.5M | $108.0K |
| 毛利率 | 90.8% | 44.8% |
| 营业利润率 | -42.0% | 4.1% |
| 净利率 | -42.2% | 0.6% |
| 营收同比 | 30.0% | -22.2% |
| 净利润同比 | -3.7% | -65.4% |
| 每股收益（稀释后） | $-0.19 | $0.01 |
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AIPASYS
| Q4 25 | $20.1M | $19.0M | ||
| Q3 25 | $17.4M | $19.8M | ||
| Q2 25 | $16.5M | $19.6M | ||
| Q1 25 | $16.5M | $15.6M | ||
| Q4 24 | $15.5M | $24.4M | ||
| Q3 24 | $14.7M | $24.1M | ||
| Q2 24 | $14.6M | $26.7M | ||
| Q1 24 | $12.9M | $25.4M |
净利润AIPASYS
| Q4 25 | $-8.5M | $108.0K | ||
| Q3 25 | $-9.0M | $1.1M | ||
| Q2 25 | $-9.1M | $106.0K | ||
| Q1 25 | $-8.1M | $-31.8M | ||
| Q4 24 | $-8.2M | $312.0K | ||
| Q3 24 | $-7.7M | $-536.0K | ||
| Q2 24 | $-8.3M | $438.0K | ||
| Q1 24 | $-9.4M | $970.0K |
毛利率AIPASYS
| Q4 25 | 90.8% | 44.8% | ||
| Q3 25 | 89.9% | 44.4% | ||
| Q2 25 | 89.4% | 46.7% | ||
| Q1 25 | 90.8% | -2.1% | ||
| Q4 24 | 89.8% | 38.4% | ||
| Q3 24 | 90.1% | 40.7% | ||
| Q2 24 | 90.0% | 36.5% | ||
| Q1 24 | 88.7% | 33.2% |
营业利润率AIPASYS
| Q4 25 | -42.0% | 4.1% | ||
| Q3 25 | -50.1% | 9.3% | ||
| Q2 25 | -50.0% | 4.7% | ||
| Q1 25 | -46.6% | -202.7% | ||
| Q4 24 | -45.9% | 1.4% | ||
| Q3 24 | -53.8% | 0.1% | ||
| Q2 24 | -51.1% | 3.1% | ||
| Q1 24 | -70.5% | 5.4% |
净利率AIPASYS
| Q4 25 | -42.2% | 0.6% | ||
| Q3 25 | -51.6% | 5.4% | ||
| Q2 25 | -55.3% | 0.5% | ||
| Q1 25 | -49.1% | -204.2% | ||
| Q4 24 | -53.0% | 1.3% | ||
| Q3 24 | -52.2% | -2.2% | ||
| Q2 24 | -57.2% | 1.6% | ||
| Q1 24 | -72.6% | 3.8% |
每股收益（稀释后）AIPASYS
| Q4 25 | $-0.19 | $0.01 | ||
| Q3 25 | $-0.21 | $0.08 | ||
| Q2 25 | $-0.22 | $0.01 | ||
| Q1 25 | $-0.20 | $-2.23 | ||
| Q4 24 | $-0.19 | $0.02 | ||
| Q3 24 | $-0.20 | $-0.04 | ||
| Q2 24 | $-0.22 | $0.03 | ||
| Q1 24 | $-0.25 | $0.07 |
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 | $22.1M |
| 总债务越低越好 | — | $162.0K |
| 股东权益账面价值 | $-14.6M | $54.1M |
| 总资产 | $115.0M | $94.1M |
| 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AIPASYS
| Q4 25 | $33.9M | $22.1M | ||
| Q3 25 | $39.0M | $17.9M | ||
| Q2 25 | $38.0M | $15.6M | ||
| Q1 25 | $42.3M | $13.4M | ||
| Q4 24 | $43.8M | $13.2M | ||
| Q3 24 | $48.7M | $11.1M | ||
| Q2 24 | $45.8M | $13.2M | ||
| Q1 24 | $44.8M | $13.0M |
总债务AIPASYS
| Q4 25 | — | $162.0K | ||
| Q3 25 | — | $168.0K | ||
| Q2 25 | — | $127.0K | ||
| Q1 25 | — | $135.0K | ||
| Q4 24 | — | $161.0K | ||
| Q3 24 | — | $189.0K | ||
| Q2 24 | — | $177.0K | ||
| Q1 24 | — | $65.0K |
股东权益AIPASYS
| Q4 25 | $-14.6M | $54.1M | ||
| Q3 25 | $-11.4M | $53.4M | ||
| Q2 25 | $-7.5M | $51.7M | ||
| Q1 25 | $-4.8M | $51.0M | ||
| Q4 24 | $-1.2M | $82.4M | ||
| Q3 24 | $2.2M | $82.4M | ||
| Q2 24 | $5.3M | $81.7M | ||
| Q1 24 | $9.5M | $80.9M |
总资产AIPASYS
| Q4 25 | $115.0M | $94.1M | ||
| Q3 25 | $107.7M | $92.9M | ||
| Q2 25 | $106.9M | $89.5M | ||
| Q1 25 | $98.3M | $83.4M | ||
| Q4 24 | $106.1M | $117.8M | ||
| Q3 24 | $97.7M | $119.3M | ||
| Q2 24 | $96.4M | $127.1M | ||
| Q1 24 | $101.4M | $116.5M |
负债/权益比AIPASYS
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $4.1M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $3.8M |
| 自由现金流率自由现金流/营收 | 15.1% | 20.2% |
| 资本支出强度资本支出/营收 | 0.7% | 1.5% |
| 现金转化率经营现金流/净利润 | — | 37.99× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $8.0M |
8季度趋势，按日历期对齐
经营现金流AIPASYS
| Q4 25 | $3.2M | $4.1M | ||
| Q3 25 | $3.2M | $2.3M | ||
| Q2 25 | $-2.5M | $2.5M | ||
| Q1 25 | $2.9M | $210.0K | ||
| Q4 24 | $-2.6M | $2.9M | ||
| Q3 24 | $1.1M | $879.0K | ||
| Q2 24 | $311.0K | $3.7M | ||
| Q1 24 | $477.0K | $336.0K |
自由现金流AIPASYS
| Q4 25 | $3.0M | $3.8M | ||
| Q3 25 | $2.5M | $2.0M | ||
| Q2 25 | $-2.8M | $2.0M | ||
| Q1 25 | $2.7M | $201.0K | ||
| Q4 24 | $-2.7M | $2.7M | ||
| Q3 24 | $1.1M | $447.0K | ||
| Q2 24 | $264.0K | $322.0K | ||
| Q1 24 | $281.0K | $-884.0K |
自由现金流率AIPASYS
| Q4 25 | 15.1% | 20.2% | ||
| Q3 25 | 14.2% | 10.2% | ||
| Q2 25 | -17.2% | 10.1% | ||
| Q1 25 | 16.2% | 1.3% | ||
| Q4 24 | -17.3% | 11.2% | ||
| Q3 24 | 7.4% | 1.9% | ||
| Q2 24 | 1.8% | 1.2% | ||
| Q1 24 | 2.2% | -3.5% |
资本支出强度AIPASYS
| Q4 25 | 0.7% | 1.5% | ||
| Q3 25 | 4.1% | 1.2% | ||
| Q2 25 | 2.2% | 2.8% | ||
| Q1 25 | 1.1% | 0.1% | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.2% | 1.8% | ||
| Q2 24 | 0.3% | 12.5% | ||
| Q1 24 | 1.5% | 4.8% |
现金转化率AIPASYS
| Q4 25 | — | 37.99× | ||
| Q3 25 | — | 2.12× | ||
| Q2 25 | — | 23.89× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 8.35× | ||
| Q1 24 | — | 0.35× |
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% |
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
