vs
Arteris, Inc.（AIP）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是Arteris, Inc.的83.8倍（$1.7B vs $20.1M）。格罗方德净利率更高（14.8% vs -42.2%，领先57.0%）。Arteris, Inc.同比增速更快（30.0% vs -2.9%）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
AIP vs GFS — 直观对比
营收规模更大
GFS
是对方的83.8倍
$20.1M
营收增速更快
AIP
高出32.9%
-2.9%
净利率更高
GFS
高出57.0%
-42.2%
两年增速更快
AIP
近两年复合增速
-4.3%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $1.7B |
| 净利润 | $-8.5M | $249.0M |
| 毛利率 | 90.8% | 24.8% |
| 营业利润率 | -42.0% | 11.6% |
| 净利率 | -42.2% | 14.8% |
| 营收同比 | 30.0% | -2.9% |
| 净利润同比 | -3.7% | 39.9% |
| 每股收益（稀释后） | $-0.19 | $0.44 |
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AIPGFS
| Q4 25 | $20.1M | — | ||
| Q3 25 | $17.4M | $1.7B | ||
| Q2 25 | $16.5M | $1.7B | ||
| Q1 25 | $16.5M | $1.6B | ||
| Q4 24 | $15.5M | — | ||
| Q3 24 | $14.7M | $1.7B | ||
| Q2 24 | $14.6M | $1.6B | ||
| Q1 24 | $12.9M | $1.5B |
净利润AIPGFS
| Q4 25 | $-8.5M | — | ||
| Q3 25 | $-9.0M | $249.0M | ||
| Q2 25 | $-9.1M | $228.0M | ||
| Q1 25 | $-8.1M | $211.0M | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $-7.7M | $178.0M | ||
| Q2 24 | $-8.3M | $155.0M | ||
| Q1 24 | $-9.4M | $134.0M |
毛利率AIPGFS
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | 24.8% | ||
| Q2 25 | 89.4% | 24.2% | ||
| Q1 25 | 90.8% | 22.4% | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | 23.8% | ||
| Q2 24 | 90.0% | 24.2% | ||
| Q1 24 | 88.7% | 25.4% |
营业利润率AIPGFS
| Q4 25 | -42.0% | — | ||
| Q3 25 | -50.1% | 11.6% | ||
| Q2 25 | -50.0% | 11.6% | ||
| Q1 25 | -46.6% | 9.5% | ||
| Q4 24 | -45.9% | — | ||
| Q3 24 | -53.8% | 10.6% | ||
| Q2 24 | -51.1% | 9.5% | ||
| Q1 24 | -70.5% | 9.5% |
净利率AIPGFS
| Q4 25 | -42.2% | — | ||
| Q3 25 | -51.6% | 14.8% | ||
| Q2 25 | -55.3% | 13.5% | ||
| Q1 25 | -49.1% | 13.3% | ||
| Q4 24 | -53.0% | — | ||
| Q3 24 | -52.2% | 10.2% | ||
| Q2 24 | -57.2% | 9.5% | ||
| Q1 24 | -72.6% | 8.7% |
每股收益（稀释后）AIPGFS
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.21 | $0.44 | ||
| Q2 25 | $-0.22 | $0.41 | ||
| Q1 25 | $-0.20 | $0.38 | ||
| Q4 24 | $-0.19 | — | ||
| Q3 24 | $-0.20 | $0.32 | ||
| Q2 24 | $-0.22 | $0.28 | ||
| Q1 24 | $-0.25 | $0.24 |
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 | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $11.8B |
| 总资产 | $115.0M | $16.7B |
| 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AIPGFS
| Q4 25 | $33.9M | — | ||
| Q3 25 | $39.0M | $2.0B | ||
| Q2 25 | $38.0M | $1.8B | ||
| Q1 25 | $42.3M | $1.6B | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $48.7M | $2.3B | ||
| Q2 24 | $45.8M | $2.2B | ||
| Q1 24 | $44.8M | $2.2B |
股东权益AIPGFS
| Q4 25 | $-14.6M | — | ||
| Q3 25 | $-11.4M | $11.8B | ||
| Q2 25 | $-7.5M | $11.5B | ||
| Q1 25 | $-4.8M | $11.1B | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $2.2M | $11.6B | ||
| Q2 24 | $5.3M | $11.3B | ||
| Q1 24 | $9.5M | $11.3B |
总资产AIPGFS
| Q4 25 | $115.0M | — | ||
| Q3 25 | $107.7M | $16.7B | ||
| Q2 25 | $106.9M | $16.8B | ||
| Q1 25 | $98.3M | $16.5B | ||
| Q4 24 | $106.1M | — | ||
| Q3 24 | $97.7M | $18.1B | ||
| Q2 24 | $96.4M | — | ||
| Q1 24 | $101.4M | — |
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 | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | — |
| 自由现金流率自由现金流/营收 | 15.1% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | $5.3M | — |
8季度趋势，按日历期对齐
经营现金流AIPGFS
| Q4 25 | $3.2M | — | ||
| Q3 25 | $3.2M | $595.0M | ||
| Q2 25 | $-2.5M | $431.0M | ||
| Q1 25 | $2.9M | $331.0M | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $1.1M | $375.0M | ||
| Q2 24 | $311.0K | $402.0M | ||
| Q1 24 | $477.0K | $488.0M |
自由现金流AIPGFS
| Q4 25 | $3.0M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $-2.8M | — | ||
| Q1 25 | $2.7M | — | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $1.1M | — | ||
| Q2 24 | $264.0K | — | ||
| Q1 24 | $281.0K | — |
自由现金流率AIPGFS
| Q4 25 | 15.1% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | -17.3% | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.2% | — |
资本支出强度AIPGFS
| Q4 25 | 0.7% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.5% | — |
现金转化率AIPGFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.59× | ||
| Q1 24 | — | 3.64× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
