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Alexander & Baldwin, Inc.（ALEX）与Amplitude, Inc.（AMPL）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是Alexander & Baldwin, Inc.的1.8倍（$91.4M vs $51.0M），Alexander & Baldwin, Inc.净利率更高（7.4% vs -19.3%，领先26.7%），Amplitude, Inc.同比增速更快（17.0% vs -18.4%），Alexander & Baldwin, Inc.自由现金流更多（$27.3M vs $12.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -8.7%）
亚历山大-鲍德温公司是一家美国企业，曾是夏威夷领地时期五大财团之一，也是五大财团中最晚停止甘蔗种植的企业。目前公司主营房地产开发、土地运营以及建材与建筑业务，截至2020年，该公司是夏威夷最大的私人土地持有者之一，在当地拥有超2.8万英亩土地，运营着36处收益性物业。
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
ALEX vs AMPL — 直观对比
营收规模更大
AMPL
是对方的1.8倍
$51.0M
营收增速更快
AMPL
高出35.4%
-18.4%
净利率更高
ALEX
高出26.7%
-19.3%
自由现金流更多
ALEX
多$14.6M
$12.7M
两年增速更快
AMPL
近两年复合增速
-8.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $51.0M | $91.4M |
| 净利润 | $3.8M | $-17.7M |
| 毛利率 | — | 74.6% |
| 营业利润率 | 17.1% | -18.3% |
| 净利率 | 7.4% | -19.3% |
| 营收同比 | -18.4% | 17.0% |
| 净利润同比 | -69.7% | 45.8% |
| 每股收益（稀释后） | $0.05 | $-0.13 |
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ALEXAMPL
| Q4 25 | $51.0M | $91.4M | ||
| Q3 25 | $50.2M | $88.6M | ||
| Q2 25 | $51.7M | $83.3M | ||
| Q1 25 | $53.7M | $80.0M | ||
| Q4 24 | $62.4M | $78.1M | ||
| Q3 24 | $61.9M | $75.2M | ||
| Q2 24 | $51.0M | $73.3M | ||
| Q1 24 | $61.2M | $72.6M |
净利润ALEXAMPL
| Q4 25 | $3.8M | $-17.7M | ||
| Q3 25 | $14.3M | $-24.0M | ||
| Q2 25 | $25.1M | $-24.7M | ||
| Q1 25 | $21.4M | $-22.2M | ||
| Q4 24 | $12.4M | $-32.6M | ||
| Q3 24 | $19.0M | $-16.9M | ||
| Q2 24 | $9.1M | $-23.4M | ||
| Q1 24 | $20.0M | $-21.5M |
毛利率ALEXAMPL
| Q4 25 | — | 74.6% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 74.7% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.1% | ||
| Q2 24 | — | 73.4% | ||
| Q1 24 | — | 74.0% |
营业利润率ALEXAMPL
| Q4 25 | 17.1% | -18.3% | ||
| Q3 25 | 38.2% | -26.0% | ||
| Q2 25 | 54.4% | -29.0% | ||
| Q1 25 | 44.6% | -26.8% | ||
| Q4 24 | 28.3% | -41.2% | ||
| Q3 24 | 35.6% | -21.4% | ||
| Q2 24 | 31.8% | -31.7% | ||
| Q1 24 | 38.9% | -29.0% |
净利率ALEXAMPL
| Q4 25 | 7.4% | -19.3% | ||
| Q3 25 | 28.5% | -27.1% | ||
| Q2 25 | 48.6% | -29.6% | ||
| Q1 25 | 39.9% | -27.8% | ||
| Q4 24 | 19.9% | -41.7% | ||
| Q3 24 | 30.7% | -22.4% | ||
| Q2 24 | 17.8% | -31.9% | ||
| Q1 24 | 32.6% | -29.5% |
每股收益（稀释后）ALEXAMPL
| Q4 25 | $0.05 | $-0.13 | ||
| Q3 25 | $0.20 | $-0.18 | ||
| Q2 25 | $0.35 | $-0.19 | ||
| Q1 25 | $0.29 | $-0.17 | ||
| Q4 24 | $0.16 | $-0.25 | ||
| Q3 24 | $0.26 | $-0.14 | ||
| Q2 24 | $0.13 | $-0.19 | ||
| Q1 24 | $0.28 | $-0.18 |
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 | $11.3M | $192.0M |
| 总债务越低越好 | $491.6M | — |
| 股东权益账面价值 | $987.2M | $245.3M |
| 总资产 | $1.7B | $420.7M |
| 负债/权益比越低杠杆越低 | 0.50× | — |
8季度趋势，按日历期对齐
现金及短期投资ALEXAMPL
| Q4 25 | $11.3M | $192.0M | ||
| Q3 25 | $17.3M | $189.2M | ||
| Q2 25 | $8.6M | $208.1M | ||
| Q1 25 | $16.9M | $209.0M | ||
| Q4 24 | $33.4M | $241.1M | ||
| Q3 24 | $17.9M | $319.9M | ||
| Q2 24 | $29.5M | $318.3M | ||
| Q1 24 | $15.7M | $316.1M |
总债务ALEXAMPL
| Q4 25 | $491.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALEXAMPL
| Q4 25 | $987.2M | $245.3M | ||
| Q3 25 | $1.0B | $262.2M | ||
| Q2 25 | $1.0B | $279.5M | ||
| Q1 25 | $1.0B | $289.5M | ||
| Q4 24 | $1.0B | $296.6M | ||
| Q3 24 | $998.2M | $290.0M | ||
| Q2 24 | $1.0B | $287.3M | ||
| Q1 24 | $1.0B | $289.2M |
总资产ALEXAMPL
| Q4 25 | $1.7B | $420.7M | ||
| Q3 25 | $1.7B | $438.1M | ||
| Q2 25 | $1.6B | $456.6M | ||
| Q1 25 | $1.6B | $445.8M | ||
| Q4 24 | $1.7B | $445.9M | ||
| Q3 24 | $1.7B | $445.6M | ||
| Q2 24 | $1.6B | $445.4M | ||
| Q1 24 | $1.6B | $437.9M |
负债/权益比ALEXAMPL
| Q4 25 | 0.50× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $79.5M | $12.8M |
| 自由现金流经营现金流 - 资本支出 | $27.3M | $12.7M |
| 自由现金流率自由现金流/营收 | 53.5% | 13.8% |
| 资本支出强度资本支出/营收 | 102.4% | 0.2% |
| 现金转化率经营现金流/净利润 | 21.06× | — |
| 过去12个月自由现金流最近4个季度 | $57.2M | $28.2M |
8季度趋势，按日历期对齐
经营现金流ALEXAMPL
| Q4 25 | $79.5M | $12.8M | ||
| Q3 25 | $24.5M | $5.0M | ||
| Q2 25 | $16.5M | $20.1M | ||
| Q1 25 | $26.0M | $-8.0M | ||
| Q4 24 | $98.0M | $3.2M | ||
| Q3 24 | $35.3M | $6.2M | ||
| Q2 24 | $22.3M | $9.2M | ||
| Q1 24 | $16.1M | $-48.0K |
自由现金流ALEXAMPL
| Q4 25 | $27.3M | $12.7M | ||
| Q3 25 | $-3.7M | $4.5M | ||
| Q2 25 | $11.8M | $19.5M | ||
| Q1 25 | $21.8M | $-8.5M | ||
| Q4 24 | $77.0M | $2.4M | ||
| Q3 24 | $31.4M | $6.2M | ||
| Q2 24 | $18.0M | $8.6M | ||
| Q1 24 | $12.3M | $-405.0K |
自由现金流率ALEXAMPL
| Q4 25 | 53.5% | 13.8% | ||
| Q3 25 | -7.4% | 5.1% | ||
| Q2 25 | 22.8% | 23.4% | ||
| Q1 25 | 40.6% | -10.6% | ||
| Q4 24 | 123.4% | 3.1% | ||
| Q3 24 | 50.8% | 8.2% | ||
| Q2 24 | 35.3% | 11.8% | ||
| Q1 24 | 20.1% | -0.6% |
资本支出强度ALEXAMPL
| Q4 25 | 102.4% | 0.2% | ||
| Q3 25 | 56.1% | 0.5% | ||
| Q2 25 | 9.1% | 0.6% | ||
| Q1 25 | 7.8% | 0.5% | ||
| Q4 24 | 33.5% | 1.0% | ||
| Q3 24 | 6.2% | 0.0% | ||
| Q2 24 | 8.4% | 0.8% | ||
| Q1 24 | 6.1% | 0.5% |
现金转化率ALEXAMPL
| Q4 25 | 21.06× | — | ||
| Q3 25 | 1.71× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 7.88× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.45× | — | ||
| Q1 24 | 0.80× | — |
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
ALEX
暂无分部数据
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
