vs
Arteris, Inc.（AIP）与Maison Solutions Inc.（MSS）财务数据对比。点击上方公司名可切换其他公司
Maison Solutions Inc.的季度营收约是Arteris, Inc.的1.4倍（$27.6M vs $20.1M），Maison Solutions Inc.净利率更高（-18.0% vs -42.2%，领先24.2%），Arteris, Inc.同比增速更快（30.0% vs -10.9%），过去两年Maison Solutions Inc.的营收复合增速更高（42.5% 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。
Maison Solutions Inc.是一家专注于家居零售的企业，主要运营市场位于中国粤港澳大湾区，面向大众消费者提供高性价比的时尚家具、家居装饰用品及日常家用百货，同时布局线下实体门店与线上电商销售渠道。
AIP vs MSS — 直观对比
营收规模更大
MSS
是对方的1.4倍
$20.1M
营收增速更快
AIP
高出41.0%
-10.9%
净利率更高
MSS
高出24.2%
-42.2%
两年增速更快
MSS
近两年复合增速
24.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $27.6M |
| 净利润 | $-8.5M | $-5.0M |
| 毛利率 | 90.8% | 23.4% |
| 营业利润率 | -42.0% | -4.9% |
| 净利率 | -42.2% | -18.0% |
| 营收同比 | 30.0% | -10.9% |
| 净利润同比 | -3.7% | -1840.5% |
| 每股收益（稀释后） | $-0.19 | $-0.23 |
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AIPMSS
| Q4 25 | $20.1M | $27.6M | ||
| Q3 25 | $17.4M | $27.2M | ||
| Q2 25 | $16.5M | $34.4M | ||
| Q1 25 | $16.5M | $32.3M | ||
| Q4 24 | $15.5M | $29.4M | ||
| Q3 24 | $14.7M | $28.2M | ||
| Q2 24 | $14.6M | $16.9M | ||
| Q1 24 | $12.9M | $13.6M |
净利润AIPMSS
| Q4 25 | $-8.5M | $-5.0M | ||
| Q3 25 | $-9.0M | $-1.5M | ||
| Q2 25 | $-9.1M | $-287.4K | ||
| Q1 25 | $-8.1M | $1.0M | ||
| Q4 24 | $-8.2M | $-256.0K | ||
| Q3 24 | $-7.7M | $700.9K | ||
| Q2 24 | $-8.3M | $-2.8M | ||
| Q1 24 | $-9.4M | $-549.0K |
毛利率AIPMSS
| Q4 25 | 90.8% | 23.4% | ||
| Q3 25 | 89.9% | 24.1% | ||
| Q2 25 | 89.4% | 9.5% | ||
| Q1 25 | 90.8% | 21.8% | ||
| Q4 24 | 89.8% | 26.9% | ||
| Q3 24 | 90.1% | 28.9% | ||
| Q2 24 | 90.0% | 13.0% | ||
| Q1 24 | 88.7% | 23.4% |
营业利润率AIPMSS
| Q4 25 | -42.0% | -4.9% | ||
| Q3 25 | -50.1% | 0.7% | ||
| Q2 25 | -50.0% | -15.9% | ||
| Q1 25 | -46.6% | 3.7% | ||
| Q4 24 | -45.9% | 3.2% | ||
| Q3 24 | -53.8% | 7.3% | ||
| Q2 24 | -51.1% | -14.4% | ||
| Q1 24 | -70.5% | -2.3% |
净利率AIPMSS
| Q4 25 | -42.2% | -18.0% | ||
| Q3 25 | -51.6% | -5.7% | ||
| Q2 25 | -55.3% | -0.8% | ||
| Q1 25 | -49.1% | 3.1% | ||
| Q4 24 | -53.0% | -0.9% | ||
| Q3 24 | -52.2% | 2.5% | ||
| Q2 24 | -57.2% | -16.4% | ||
| Q1 24 | -72.6% | -4.0% |
每股收益（稀释后）AIPMSS
| Q4 25 | $-0.19 | $-0.23 | ||
| Q3 25 | $-0.21 | $-0.08 | ||
| Q2 25 | $-0.22 | $-0.02 | ||
| Q1 25 | $-0.20 | $0.06 | ||
| Q4 24 | $-0.19 | $-0.01 | ||
| Q3 24 | $-0.20 | $0.04 | ||
| Q2 24 | $-0.22 | $-0.16 | ||
| Q1 24 | $-0.25 | $-0.03 |
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 | — |
| 总债务越低越好 | — | $2.6M |
| 股东权益账面价值 | $-14.6M | $11.6M |
| 总资产 | $115.0M | $75.4M |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资AIPMSS
| Q4 25 | $33.9M | — | ||
| Q3 25 | $39.0M | $1.1M | ||
| Q2 25 | $38.0M | $775.4K | ||
| Q1 25 | $42.3M | $445.4K | ||
| Q4 24 | $43.8M | $355.7K | ||
| Q3 24 | $48.7M | $588.9K | ||
| Q2 24 | $45.8M | $2.1M | ||
| Q1 24 | $44.8M | $9.4M |
总债务AIPMSS
| Q4 25 | — | $2.6M | ||
| Q3 25 | — | $2.6M | ||
| Q2 25 | — | $2.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.5M | ||
| Q2 24 | — | $2.6M | ||
| Q1 24 | — | $2.6M |
股东权益AIPMSS
| Q4 25 | $-14.6M | $11.6M | ||
| Q3 25 | $-11.4M | $10.1M | ||
| Q2 25 | $-7.5M | $11.7M | ||
| Q1 25 | $-4.8M | $12.0M | ||
| Q4 24 | $-1.2M | $10.9M | ||
| Q3 24 | $2.2M | $11.2M | ||
| Q2 24 | $5.3M | $10.5M | ||
| Q1 24 | $9.5M | $13.3M |
总资产AIPMSS
| Q4 25 | $115.0M | $75.4M | ||
| Q3 25 | $107.7M | $73.3M | ||
| Q2 25 | $106.9M | $77.4M | ||
| Q1 25 | $98.3M | $82.7M | ||
| Q4 24 | $106.1M | $82.7M | ||
| Q3 24 | $97.7M | $82.1M | ||
| Q2 24 | $96.4M | $82.4M | ||
| Q1 24 | $101.4M | $44.2M |
负债/权益比AIPMSS
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.19× |
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 | $-1.7M |
| 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 | — | — |
| 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AIPMSS
| Q4 25 | $3.2M | $-1.7M | ||
| Q3 25 | $3.2M | $1.1M | ||
| Q2 25 | $-2.5M | $-1.6M | ||
| Q1 25 | $2.9M | $1.7M | ||
| Q4 24 | $-2.6M | $1.1M | ||
| Q3 24 | $1.1M | $3.6M | ||
| Q2 24 | $311.0K | $-2.6M | ||
| Q1 24 | $477.0K | $-1.4M |
自由现金流AIPMSS
| 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AIPMSS
| 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AIPMSS
| 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AIPMSS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.66× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.12× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
MSS
| Perishables | $14.4M | 52% |
| Nonperishables | $13.2M | 48% |
