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ALLEGRO MICROSYSTEMS, INC.（ALGM）与安霸（AMBA）财务数据对比。点击上方公司名可切换其他公司
ALLEGRO MICROSYSTEMS, INC.的季度营收约是安霸的2.1倍（$229.2M vs $108.5M）。ALLEGRO MICROSYSTEMS, INC.净利率更高（3.6% vs -13.9%，领先17.6%）。安霸同比增速更快（31.2% vs 28.9%）。ALLEGRO MICROSYSTEMS, INC.自由现金流更多（$41.3M vs $31.4M）。过去两年安霸的营收复合增速更高（45.0% vs -2.4%）
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
ALGM vs AMBA — 直观对比
营收规模更大
ALGM
是对方的2.1倍
$108.5M
营收增速更快
AMBA
高出2.4%
28.9%
净利率更高
ALGM
高出17.6%
-13.9%
自由现金流更多
ALGM
多$9.8M
$31.4M
两年增速更快
AMBA
近两年复合增速
-2.4%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $229.2M | $108.5M |
| 净利润 | $8.3M | $-15.1M |
| 毛利率 | 46.7% | 59.6% |
| 营业利润率 | 4.2% | -15.0% |
| 净利率 | 3.6% | -13.9% |
| 营收同比 | 28.9% | 31.2% |
| 净利润同比 | 221.0% | 37.2% |
| 每股收益（稀释后） | $0.04 | $-0.35 |
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ALGMAMBA
| Q4 25 | $229.2M | $108.5M | ||
| Q3 25 | $214.3M | $95.5M | ||
| Q2 25 | $203.4M | $85.9M | ||
| Q1 25 | $192.8M | $84.0M | ||
| Q4 24 | $177.9M | $82.7M | ||
| Q3 24 | $187.4M | $63.7M | ||
| Q2 24 | $166.9M | $54.5M | ||
| Q1 24 | $240.6M | $51.6M |
净利润ALGMAMBA
| Q4 25 | $8.3M | $-15.1M | ||
| Q3 25 | $6.5M | $-20.0M | ||
| Q2 25 | $-13.2M | $-24.3M | ||
| Q1 25 | $-14.8M | $-20.2M | ||
| Q4 24 | $-6.9M | $-24.1M | ||
| Q3 24 | $-33.7M | $-34.9M | ||
| Q2 24 | $-17.7M | $-37.9M | ||
| Q1 24 | $-7.1M | $-60.6M |
毛利率ALGMAMBA
| Q4 25 | 46.7% | 59.6% | ||
| Q3 25 | 46.3% | 58.9% | ||
| Q2 25 | 44.9% | 60.0% | ||
| Q1 25 | 41.4% | 60.0% | ||
| Q4 24 | 45.7% | 60.6% | ||
| Q3 24 | 45.7% | 60.8% | ||
| Q2 24 | 44.8% | 60.9% | ||
| Q1 24 | 51.2% | 59.8% |
营业利润率ALGMAMBA
| Q4 25 | 4.2% | -15.0% | ||
| Q3 25 | 2.9% | -23.0% | ||
| Q2 25 | -1.3% | -30.1% | ||
| Q1 25 | -6.8% | -30.2% | ||
| Q4 24 | -0.0% | -30.9% | ||
| Q3 24 | 2.2% | -56.9% | ||
| Q2 24 | -6.4% | -72.4% | ||
| Q1 24 | 6.6% | -80.8% |
净利率ALGMAMBA
| Q4 25 | 3.6% | -13.9% | ||
| Q3 25 | 3.0% | -20.9% | ||
| Q2 25 | -6.5% | -28.3% | ||
| Q1 25 | -7.7% | -24.1% | ||
| Q4 24 | -3.9% | -29.1% | ||
| Q3 24 | -18.0% | -54.8% | ||
| Q2 24 | -10.6% | -69.6% | ||
| Q1 24 | -3.0% | -117.4% |
每股收益（稀释后）ALGMAMBA
| Q4 25 | $0.04 | $-0.35 | ||
| Q3 25 | $0.03 | $-0.47 | ||
| Q2 25 | $-0.07 | $-0.58 | ||
| Q1 25 | $-0.08 | $-0.48 | ||
| Q4 24 | $-0.04 | $-0.58 | ||
| Q3 24 | $-0.18 | $-0.85 | ||
| Q2 24 | $-0.09 | $-0.93 | ||
| Q1 24 | $-0.04 | $-1.51 |
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 | $155.2M | $174.1M |
| 总债务越低越好 | $280.7M | — |
| 股东权益账面价值 | $962.7M | $590.1M |
| 总资产 | $1.4B | $751.9M |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ALGMAMBA
| Q4 25 | $155.2M | $174.1M | ||
| Q3 25 | $117.5M | $142.7M | ||
| Q2 25 | $129.1M | $141.3M | ||
| Q1 25 | $121.3M | $144.6M | ||
| Q4 24 | $138.5M | $127.1M | ||
| Q3 24 | $188.8M | $153.9M | ||
| Q2 24 | $173.1M | $131.8M | ||
| Q1 24 | $212.1M | $144.9M |
总债务ALGMAMBA
| Q4 25 | $280.7M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $304.8M | — | ||
| Q1 25 | $338.9M | — | ||
| Q4 24 | $368.7M | — | ||
| Q3 24 | $393.0M | — | ||
| Q2 24 | $195.8M | — | ||
| Q1 24 | $245.1M | — |
股东权益ALGMAMBA
| Q4 25 | $962.7M | $590.1M | ||
| Q3 25 | $944.2M | $576.5M | ||
| Q2 25 | $922.7M | $572.7M | ||
| Q1 25 | $929.6M | $561.4M | ||
| Q4 24 | $933.0M | $554.3M | ||
| Q3 24 | $937.3M | $547.6M | ||
| Q2 24 | $1.1B | $555.4M | ||
| Q1 24 | $1.1B | $559.9M |
总资产ALGMAMBA
| Q4 25 | $1.4B | $751.9M | ||
| Q3 25 | $1.4B | $706.4M | ||
| Q2 25 | $1.4B | $701.9M | ||
| Q1 25 | $1.4B | $689.0M | ||
| Q4 24 | $1.4B | $670.8M | ||
| Q3 24 | $1.5B | $650.3M | ||
| Q2 24 | $1.4B | $638.7M | ||
| Q1 24 | $1.5B | $657.7M |
负债/权益比ALGMAMBA
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.18× | — | ||
| Q1 24 | 0.22× | — |
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 | $45.4M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $41.3M | $31.4M |
| 自由现金流率自由现金流/营收 | 18.0% | 29.0% |
| 资本支出强度资本支出/营收 | 1.8% | 2.7% |
| 现金转化率经营现金流/净利润 | 5.47× | — |
| 过去12个月自由现金流最近4个季度 | $121.2M | $64.3M |
8季度趋势，按日历期对齐
经营现金流ALGMAMBA
| Q4 25 | $45.4M | $34.3M | ||
| Q3 25 | $20.4M | $5.5M | ||
| Q2 25 | $61.6M | $14.8M | ||
| Q1 25 | $20.4M | $25.4M | ||
| Q4 24 | $-8.2M | $6.6M | ||
| Q3 24 | $15.5M | $16.7M | ||
| Q2 24 | $34.2M | $-15.0M | ||
| Q1 24 | $12.8M | $-4.0M |
自由现金流ALGMAMBA
| Q4 25 | $41.3M | $31.4M | ||
| Q3 25 | $13.9M | $1.4M | ||
| Q2 25 | $51.0M | $10.2M | ||
| Q1 25 | $15.0M | $21.2M | ||
| Q4 24 | $-21.8M | $4.1M | ||
| Q3 24 | $5.6M | $14.2M | ||
| Q2 24 | $23.2M | $-16.1M | ||
| Q1 24 | $-1.5M | $-6.0M |
自由现金流率ALGMAMBA
| Q4 25 | 18.0% | 29.0% | ||
| Q3 25 | 6.5% | 1.4% | ||
| Q2 25 | 25.1% | 11.9% | ||
| Q1 25 | 7.8% | 25.3% | ||
| Q4 24 | -12.3% | 5.0% | ||
| Q3 24 | 3.0% | 22.2% | ||
| Q2 24 | 13.9% | -29.5% | ||
| Q1 24 | -0.6% | -11.6% |
资本支出强度ALGMAMBA
| Q4 25 | 1.8% | 2.7% | ||
| Q3 25 | 3.0% | 4.3% | ||
| Q2 25 | 5.2% | 5.3% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 7.7% | 3.0% | ||
| Q3 24 | 5.3% | 4.0% | ||
| Q2 24 | 6.6% | 2.1% | ||
| Q1 24 | 5.9% | 3.7% |
现金转化率ALGMAMBA
| Q4 25 | 5.47× | — | ||
| Q3 25 | 3.12× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
