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ALLEGRO MICROSYSTEMS, INC.（ALGM）与Ambiq Micro, Inc.（AMBQ）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Ambiq Micro, Inc.的12.6倍（$229.2M vs $18.2M）。ALLEGRO MICROSYSTEMS, INC.净利率更高（3.6% vs -49.6%，领先53.2%）
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。
Ambiq Micro, Inc.是一家专注于低功耗微控制器与片上系统的美国半导体企业，产品应用于智能手表、医疗设备、传感器等多个领域。公司由密歇根大学研究人员于2010年创立，总部位于得克萨斯州奥斯汀。其产品采用亚阈值功率优化技术（SPOT）降低能耗，可支持设备端边缘人工智能运算。
ALGM vs AMBQ — 直观对比
营收规模更大
ALGM
是对方的12.6倍
$18.2M
净利率更高
ALGM
高出53.2%
-49.6%
损益表 — Q3 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $229.2M | $18.2M |
| 净利润 | $8.3M | $-9.0M |
| 毛利率 | 46.7% | 42.3% |
| 营业利润率 | 4.2% | -55.3% |
| 净利率 | 3.6% | -49.6% |
| 营收同比 | 28.9% | — |
| 净利润同比 | 221.0% | — |
| 每股收益（稀释后） | $0.04 | $-0.72 |
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ALGMAMBQ
| Q4 25 | $229.2M | — | ||
| Q3 25 | $214.3M | $18.2M | ||
| Q2 25 | $203.4M | $17.9M | ||
| Q1 25 | $192.8M | — | ||
| Q4 24 | $177.9M | — | ||
| Q3 24 | $187.4M | — | ||
| Q2 24 | $166.9M | — | ||
| Q1 24 | $240.6M | — |
净利润ALGMAMBQ
| Q4 25 | $8.3M | — | ||
| Q3 25 | $6.5M | $-9.0M | ||
| Q2 25 | $-13.2M | $-8.5M | ||
| Q1 25 | $-14.8M | — | ||
| Q4 24 | $-6.9M | — | ||
| Q3 24 | $-33.7M | — | ||
| Q2 24 | $-17.7M | — | ||
| Q1 24 | $-7.1M | — |
毛利率ALGMAMBQ
| Q4 25 | 46.7% | — | ||
| Q3 25 | 46.3% | 42.3% | ||
| Q2 25 | 44.9% | 40.1% | ||
| Q1 25 | 41.4% | — | ||
| Q4 24 | 45.7% | — | ||
| Q3 24 | 45.7% | — | ||
| Q2 24 | 44.8% | — | ||
| Q1 24 | 51.2% | — |
营业利润率ALGMAMBQ
| Q4 25 | 4.2% | — | ||
| Q3 25 | 2.9% | -55.3% | ||
| Q2 25 | -1.3% | -49.2% | ||
| Q1 25 | -6.8% | — | ||
| Q4 24 | -0.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | -6.4% | — | ||
| Q1 24 | 6.6% | — |
净利率ALGMAMBQ
| Q4 25 | 3.6% | — | ||
| Q3 25 | 3.0% | -49.6% | ||
| Q2 25 | -6.5% | -47.5% | ||
| Q1 25 | -7.7% | — | ||
| Q4 24 | -3.9% | — | ||
| Q3 24 | -18.0% | — | ||
| Q2 24 | -10.6% | — | ||
| Q1 24 | -3.0% | — |
每股收益（稀释后）ALGMAMBQ
| Q4 25 | $0.04 | — | ||
| Q3 25 | $0.03 | $-0.72 | ||
| Q2 25 | $-0.07 | $-18.89 | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $-0.04 | — | ||
| Q3 24 | $-0.18 | — | ||
| Q2 24 | $-0.09 | — | ||
| Q1 24 | $-0.04 | — |
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 | $146.5M |
| 总债务越低越好 | $280.7M | — |
| 股东权益账面价值 | $962.7M | $169.8M |
| 总资产 | $1.4B | $186.7M |
| 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ALGMAMBQ
| Q4 25 | $155.2M | — | ||
| Q3 25 | $117.5M | $146.5M | ||
| Q2 25 | $129.1M | $47.5M | ||
| Q1 25 | $121.3M | — | ||
| Q4 24 | $138.5M | — | ||
| Q3 24 | $188.8M | — | ||
| Q2 24 | $173.1M | — | ||
| Q1 24 | $212.1M | — |
总债务ALGMAMBQ
| 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ALGMAMBQ
| Q4 25 | $962.7M | — | ||
| Q3 25 | $944.2M | $169.8M | ||
| Q2 25 | $922.7M | $-307.3M | ||
| Q1 25 | $929.6M | — | ||
| Q4 24 | $933.0M | — | ||
| Q3 24 | $937.3M | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
总资产ALGMAMBQ
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $186.7M | ||
| Q2 25 | $1.4B | $89.2M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
负债/权益比ALGMAMBQ
| 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 | $-5.0M |
| 自由现金流经营现金流 - 资本支出 | $41.3M | — |
| 自由现金流率自由现金流/营收 | 18.0% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ALGMAMBQ
| Q4 25 | $45.4M | — | ||
| Q3 25 | $20.4M | $-5.0M | ||
| Q2 25 | $61.6M | $-10.5M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $15.5M | — | ||
| Q2 24 | $34.2M | — | ||
| Q1 24 | $12.8M | — |
自由现金流ALGMAMBQ
| Q4 25 | $41.3M | — | ||
| Q3 25 | $13.9M | — | ||
| Q2 25 | $51.0M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $-21.8M | — | ||
| Q3 24 | $5.6M | — | ||
| Q2 24 | $23.2M | — | ||
| Q1 24 | $-1.5M | — |
自由现金流率ALGMAMBQ
| Q4 25 | 18.0% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | -12.3% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 13.9% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度ALGMAMBQ
| Q4 25 | 1.8% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | 5.9% | — |
现金转化率ALGMAMBQ
| 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% |
AMBQ
暂无分部数据
