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Aeluma, Inc.（ALMU）与安霸（AMBA）财务数据对比。点击上方公司名可切换其他公司
安霸的季度营收约是Aeluma, Inc.的85.3倍（$108.5M vs $1.3M）。安霸净利率更高（-13.9% vs -145.7%，领先131.7%）。安霸同比增速更快（31.2% vs -21.1%）。安霸自由现金流更多（$31.4M vs $-282.0K）
Aeluma, Inc.是一家总部位于美国的科技企业，专注于高性能光电组件及半导体产品的设计、研发与生产，核心产品包括光子传感器、激光二极管等，主要为激光雷达、5G/6G通信、工业传感、汽车领域的客户提供相关解决方案。
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。
ALMU vs AMBA — 直观对比
营收规模更大
AMBA
是对方的85.3倍
$1.3M
营收增速更快
AMBA
高出52.3%
-21.1%
净利率更高
AMBA
高出131.7%
-145.7%
自由现金流更多
AMBA
多$31.7M
$-282.0K
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3M | $108.5M |
| 净利润 | $-1.9M | $-15.1M |
| 毛利率 | 27.8% | 59.6% |
| 营业利润率 | -163.6% | -15.0% |
| 净利率 | -145.7% | -13.9% |
| 营收同比 | -21.1% | 31.2% |
| 净利润同比 | 36.0% | 37.2% |
| 每股收益（稀释后） | $-0.11 | $-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ALMUAMBA
| Q4 25 | $1.3M | $108.5M | ||
| Q3 25 | $1.4M | $95.5M | ||
| Q2 25 | — | $85.9M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | — | $82.7M | ||
| Q3 24 | — | $63.7M | ||
| Q2 24 | — | $54.5M | ||
| Q1 24 | — | $51.6M |
净利润ALMUAMBA
| Q4 25 | $-1.9M | $-15.1M | ||
| Q3 25 | $-1.5M | $-20.0M | ||
| Q2 25 | — | $-24.3M | ||
| Q1 25 | — | $-20.2M | ||
| Q4 24 | — | $-24.1M | ||
| Q3 24 | — | $-34.9M | ||
| Q2 24 | — | $-37.9M | ||
| Q1 24 | — | $-60.6M |
毛利率ALMUAMBA
| Q4 25 | 27.8% | 59.6% | ||
| Q3 25 | 49.4% | 58.9% | ||
| Q2 25 | — | 60.0% | ||
| Q1 25 | — | 60.0% | ||
| Q4 24 | — | 60.6% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.9% | ||
| Q1 24 | — | 59.8% |
营业利润率ALMUAMBA
| Q4 25 | -163.6% | -15.0% | ||
| Q3 25 | -116.1% | -23.0% | ||
| Q2 25 | — | -30.1% | ||
| Q1 25 | — | -30.2% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | -56.9% | ||
| Q2 24 | — | -72.4% | ||
| Q1 24 | — | -80.8% |
净利率ALMUAMBA
| Q4 25 | -145.7% | -13.9% | ||
| Q3 25 | -107.8% | -20.9% | ||
| Q2 25 | — | -28.3% | ||
| Q1 25 | — | -24.1% | ||
| Q4 24 | — | -29.1% | ||
| Q3 24 | — | -54.8% | ||
| Q2 24 | — | -69.6% | ||
| Q1 24 | — | -117.4% |
每股收益（稀释后）ALMUAMBA
| Q4 25 | $-0.11 | $-0.35 | ||
| Q3 25 | $-0.09 | $-0.47 | ||
| Q2 25 | — | $-0.58 | ||
| Q1 25 | — | $-0.48 | ||
| Q4 24 | — | $-0.58 | ||
| Q3 24 | — | $-0.85 | ||
| Q2 24 | — | $-0.93 | ||
| Q1 24 | — | $-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 | $38.6M | $174.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.8M | $590.1M |
| 总资产 | $42.6M | $751.9M |
| 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ALMUAMBA
| Q4 25 | $38.6M | $174.1M | ||
| Q3 25 | $25.9M | $142.7M | ||
| Q2 25 | — | $141.3M | ||
| Q1 25 | — | $144.6M | ||
| Q4 24 | — | $127.1M | ||
| Q3 24 | — | $153.9M | ||
| Q2 24 | — | $131.8M | ||
| Q1 24 | — | $144.9M |
股东权益ALMUAMBA
| Q4 25 | $40.8M | $590.1M | ||
| Q3 25 | $40.9M | $576.5M | ||
| Q2 25 | — | $572.7M | ||
| Q1 25 | — | $561.4M | ||
| Q4 24 | — | $554.3M | ||
| Q3 24 | — | $547.6M | ||
| Q2 24 | — | $555.4M | ||
| Q1 24 | — | $559.9M |
总资产ALMUAMBA
| Q4 25 | $42.6M | $751.9M | ||
| Q3 25 | $42.7M | $706.4M | ||
| Q2 25 | — | $701.9M | ||
| Q1 25 | — | $689.0M | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | — | $650.3M | ||
| Q2 24 | — | $638.7M | ||
| Q1 24 | — | $657.7M |
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 | $-251.0K | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $-282.0K | $31.4M |
| 自由现金流率自由现金流/营收 | -22.2% | 29.0% |
| 资本支出强度资本支出/营收 | 2.4% | 2.7% |
| 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 | — | $64.3M |
8季度趋势，按日历期对齐
经营现金流ALMUAMBA
| Q4 25 | $-251.0K | $34.3M | ||
| Q3 25 | $-815.0K | $5.5M | ||
| Q2 25 | — | $14.8M | ||
| Q1 25 | — | $25.4M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | — | $16.7M | ||
| Q2 24 | — | $-15.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流ALMUAMBA
| Q4 25 | $-282.0K | $31.4M | ||
| Q3 25 | $-1.0M | $1.4M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $21.2M | ||
| Q4 24 | — | $4.1M | ||
| Q3 24 | — | $14.2M | ||
| Q2 24 | — | $-16.1M | ||
| Q1 24 | — | $-6.0M |
自由现金流率ALMUAMBA
| Q4 25 | -22.2% | 29.0% | ||
| Q3 25 | -74.0% | 1.4% | ||
| Q2 25 | — | 11.9% | ||
| Q1 25 | — | 25.3% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | -29.5% | ||
| Q1 24 | — | -11.6% |
资本支出强度ALMUAMBA
| Q4 25 | 2.4% | 2.7% | ||
| Q3 25 | 15.2% | 4.3% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.7% |
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
ALMU
暂无分部数据
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% |
