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安霸（AMBA）与American Outdoor Brands, Inc.（AOUT）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American Outdoor Brands, Inc.的1.9倍（$108.5M vs $57.2M），American Outdoor Brands, 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 -5.0%），安霸自由现金流更多（$31.4M vs $-14.1M），过去两年安霸的营收复合增速更高（45.0% vs 3.5%）
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。
Deckers Brands（原Deckers Outdoor Corporation）是美国鞋履设计与分销企业，1973年成立，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克创立，旗下拥有UGG、Teva、Hoka等多个知名品牌。
AMBA vs AOUT — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$57.2M
营收增速更快
AMBA
高出36.2%
-5.0%
净利率更高
AOUT
高出17.6%
-13.9%
自由现金流更多
AMBA
多$45.5M
$-14.1M
两年增速更快
AMBA
近两年复合增速
3.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $57.2M |
| 净利润 | $-15.1M | $2.1M |
| 毛利率 | 59.6% | 45.6% |
| 营业利润率 | -15.0% | 3.7% |
| 净利率 | -13.9% | 3.6% |
| 营收同比 | 31.2% | -5.0% |
| 净利润同比 | 37.2% | -33.3% |
| 每股收益（稀释后） | $-0.35 | $0.16 |
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AMBAAOUT
| Q4 25 | $108.5M | $57.2M | ||
| Q3 25 | $95.5M | $29.7M | ||
| Q2 25 | $85.9M | $61.9M | ||
| Q1 25 | $84.0M | $58.5M | ||
| Q4 24 | $82.7M | $60.2M | ||
| Q3 24 | $63.7M | $41.6M | ||
| Q2 24 | $54.5M | $46.3M | ||
| Q1 24 | $51.6M | $53.4M |
净利润AMBAAOUT
| Q4 25 | $-15.1M | $2.1M | ||
| Q3 25 | $-20.0M | $-6.8M | ||
| Q2 25 | $-24.3M | $-992.0K | ||
| Q1 25 | $-20.2M | $169.0K | ||
| Q4 24 | $-24.1M | $3.1M | ||
| Q3 24 | $-34.9M | $-2.4M | ||
| Q2 24 | $-37.9M | $-5.3M | ||
| Q1 24 | $-60.6M | $-2.9M |
毛利率AMBAAOUT
| Q4 25 | 59.6% | 45.6% | ||
| Q3 25 | 58.9% | 46.7% | ||
| Q2 25 | 60.0% | 40.9% | ||
| Q1 25 | 60.0% | 44.7% | ||
| Q4 24 | 60.6% | 48.0% | ||
| Q3 24 | 60.8% | 45.4% | ||
| Q2 24 | 60.9% | 41.9% | ||
| Q1 24 | 59.8% | 42.7% |
营业利润率AMBAAOUT
| Q4 25 | -15.0% | 3.7% | ||
| Q3 25 | -23.0% | -23.0% | ||
| Q2 25 | -30.1% | -1.5% | ||
| Q1 25 | -30.2% | 0.5% | ||
| Q4 24 | -30.9% | 5.1% | ||
| Q3 24 | -56.9% | -6.2% | ||
| Q2 24 | -72.4% | -11.9% | ||
| Q1 24 | -80.8% | -5.4% |
净利率AMBAAOUT
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | -23.0% | ||
| Q2 25 | -28.3% | -1.6% | ||
| Q1 25 | -24.1% | 0.3% | ||
| Q4 24 | -29.1% | 5.2% | ||
| Q3 24 | -54.8% | -5.7% | ||
| Q2 24 | -69.6% | -11.5% | ||
| Q1 24 | -117.4% | -5.4% |
每股收益（稀释后）AMBAAOUT
| Q4 25 | $-0.35 | $0.16 | ||
| Q3 25 | $-0.47 | $-0.54 | ||
| Q2 25 | $-0.58 | $-0.08 | ||
| Q1 25 | $-0.48 | $0.01 | ||
| Q4 24 | $-0.58 | $0.24 | ||
| Q3 24 | $-0.85 | $-0.18 | ||
| Q2 24 | $-0.93 | $-0.41 | ||
| Q1 24 | $-1.51 | $-0.23 |
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 | $174.1M | $3.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $170.4M |
| 总资产 | $751.9M | $240.9M |
| 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AMBAAOUT
| Q4 25 | $174.1M | $3.1M | ||
| Q3 25 | $142.7M | $17.8M | ||
| Q2 25 | $141.3M | $23.4M | ||
| Q1 25 | $144.6M | $17.1M | ||
| Q4 24 | $127.1M | $14.2M | ||
| Q3 24 | $153.9M | $23.5M | ||
| Q2 24 | $131.8M | $29.7M | ||
| Q1 24 | $144.9M | $15.9M |
股东权益AMBAAOUT
| Q4 25 | $590.1M | $170.4M | ||
| Q3 25 | $576.5M | $167.8M | ||
| Q2 25 | $572.7M | $177.6M | ||
| Q1 25 | $561.4M | $178.7M | ||
| Q4 24 | $554.3M | $178.9M | ||
| Q3 24 | $547.6M | $175.7M | ||
| Q2 24 | $555.4M | $177.9M | ||
| Q1 24 | $559.9M | $182.4M |
总资产AMBAAOUT
| Q4 25 | $751.9M | $240.9M | ||
| Q3 25 | $706.4M | $241.9M | ||
| Q2 25 | $701.9M | $246.4M | ||
| Q1 25 | $689.0M | $245.9M | ||
| Q4 24 | $670.8M | $254.1M | ||
| Q3 24 | $650.3M | $244.8M | ||
| Q2 24 | $638.7M | $240.6M | ||
| Q1 24 | $657.7M | $239.1M |
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 | $34.3M | $-13.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-14.1M |
| 自由现金流率自由现金流/营收 | 29.0% | -24.6% |
| 资本支出强度资本支出/营收 | 2.7% | 1.3% |
| 现金转化率经营现金流/净利润 | — | -6.41× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $-4.7M |
8季度趋势，按日历期对齐
经营现金流AMBAAOUT
| Q4 25 | $34.3M | $-13.3M | ||
| Q3 25 | $5.5M | $-1.7M | ||
| Q2 25 | $14.8M | $7.8M | ||
| Q1 25 | $25.4M | $5.9M | ||
| Q4 24 | $6.6M | $-7.9M | ||
| Q3 24 | $16.7M | $-4.4M | ||
| Q2 24 | $-15.0M | $14.7M | ||
| Q1 24 | $-4.0M | $13.0M |
自由现金流AMBAAOUT
| Q4 25 | $31.4M | $-14.1M | ||
| Q3 25 | $1.4M | $-2.0M | ||
| Q2 25 | $10.2M | $7.2M | ||
| Q1 25 | $21.2M | $4.2M | ||
| Q4 24 | $4.1M | $-8.0M | ||
| Q3 24 | $14.2M | $-5.2M | ||
| Q2 24 | $-16.1M | $14.2M | ||
| Q1 24 | $-6.0M | $9.7M |
自由现金流率AMBAAOUT
| Q4 25 | 29.0% | -24.6% | ||
| Q3 25 | 1.4% | -6.7% | ||
| Q2 25 | 11.9% | 11.6% | ||
| Q1 25 | 25.3% | 7.2% | ||
| Q4 24 | 5.0% | -13.3% | ||
| Q3 24 | 22.2% | -12.5% | ||
| Q2 24 | -29.5% | 30.6% | ||
| Q1 24 | -11.6% | 18.2% |
资本支出强度AMBAAOUT
| Q4 25 | 2.7% | 1.3% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 2.9% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 2.1% | 1.1% | ||
| Q1 24 | 3.7% | 6.2% |
现金转化率AMBAAOUT
| Q4 25 | — | -6.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 34.86× | ||
| Q4 24 | — | -2.55× | ||
| 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
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% |
AOUT
| Traditional Channels Net Sales | $36.8M | 64% |
| E Commerce Channels Net Sales | $20.4M | 36% |
