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安霸（AMBA）与AMPCO PITTSBURGH CORP（AP）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AMPCO PITTSBURGH CORP的1.0倍（$108.5M vs $104.4M），安霸净利率更高（-13.9% vs -55.2%，领先41.3%），安霸同比增速更快（31.2% vs 11.5%），安霸自由现金流更多（$31.4M vs $-64.0K），过去两年安霸的营收复合增速更高（45.0% vs -2.6%）
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。
安普科匹兹堡公司是一家特种钢材制造商，总部位于宾夕法尼亚州匹兹堡市中心，1929年由多家此前已成立的小型钢铁企业合并组建而成。需要注意区分它和其他同样带有Ampco名称的企业，比如位于密尔沃基的铜基合金生产商、迈阿密的橱柜企业等。
AMBA vs AP — 直观对比
营收规模更大
AMBA
是对方的1.0倍
$104.4M
营收增速更快
AMBA
高出19.8%
11.5%
净利率更高
AMBA
高出41.3%
-55.2%
自由现金流更多
AMBA
多$31.5M
$-64.0K
两年增速更快
AMBA
近两年复合增速
-2.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $104.4M |
| 净利润 | $-15.1M | $-57.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -54.0% |
| 净利率 | -13.9% | -55.2% |
| 营收同比 | 31.2% | 11.5% |
| 净利润同比 | 37.2% | -1958.9% |
| 每股收益（稀释后） | $-0.35 | $-2.87 |
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AMBAAP
| Q4 25 | $108.5M | $104.4M | ||
| Q3 25 | $95.5M | $103.7M | ||
| Q2 25 | $85.9M | $108.9M | ||
| Q1 25 | $84.0M | $99.2M | ||
| Q4 24 | $82.7M | $93.6M | ||
| Q3 24 | $63.7M | $92.1M | ||
| Q2 24 | $54.5M | $107.1M | ||
| Q1 24 | $51.6M | $110.0M |
净利润AMBAAP
| Q4 25 | $-15.1M | $-57.7M | ||
| Q3 25 | $-20.0M | $-2.2M | ||
| Q2 25 | $-24.3M | $-7.3M | ||
| Q1 25 | $-20.2M | $1.1M | ||
| Q4 24 | $-24.1M | $3.1M | ||
| Q3 24 | $-34.9M | $-2.0M | ||
| Q2 24 | $-37.9M | $2.0M | ||
| Q1 24 | $-60.6M | $-2.7M |
毛利率AMBAAP
| Q4 25 | 59.6% | — | ||
| Q3 25 | 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AMBAAP
| Q4 25 | -15.0% | -54.0% | ||
| Q3 25 | -23.0% | 1.1% | ||
| Q2 25 | -30.1% | -2.8% | ||
| Q1 25 | -30.2% | 3.9% | ||
| Q4 24 | -30.9% | 5.5% | ||
| Q3 24 | -56.9% | 2.0% | ||
| Q2 24 | -72.4% | 4.7% | ||
| Q1 24 | -80.8% | 0.1% |
净利率AMBAAP
| Q4 25 | -13.9% | -55.2% | ||
| Q3 25 | -20.9% | -2.1% | ||
| Q2 25 | -28.3% | -6.7% | ||
| Q1 25 | -24.1% | 1.2% | ||
| Q4 24 | -29.1% | 3.3% | ||
| Q3 24 | -54.8% | -2.1% | ||
| Q2 24 | -69.6% | 1.9% | ||
| Q1 24 | -117.4% | -2.5% |
每股收益（稀释后）AMBAAP
| Q4 25 | $-0.35 | $-2.87 | ||
| Q3 25 | $-0.47 | $-0.11 | ||
| Q2 25 | $-0.58 | $-0.36 | ||
| Q1 25 | $-0.48 | $0.06 | ||
| Q4 24 | $-0.58 | $0.16 | ||
| Q3 24 | $-0.85 | $-0.10 | ||
| Q2 24 | $-0.93 | $0.10 | ||
| Q1 24 | $-1.51 | $-0.14 |
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 | $10.7M |
| 总债务越低越好 | — | $117.9M |
| 股东权益账面价值 | $590.1M | $32.6M |
| 总资产 | $751.9M | $495.4M |
| 负债/权益比越低杠杆越低 | — | 3.61× |
8季度趋势，按日历期对齐
现金及短期投资AMBAAP
| Q4 25 | $174.1M | $10.7M | ||
| Q3 25 | $142.7M | $15.0M | ||
| Q2 25 | $141.3M | $9.9M | ||
| Q1 25 | $144.6M | $7.1M | ||
| Q4 24 | $127.1M | $15.4M | ||
| Q3 24 | $153.9M | $11.8M | ||
| Q2 24 | $131.8M | $7.9M | ||
| Q1 24 | $144.9M | $10.8M |
总债务AMBAAP
| Q4 25 | — | $117.9M | ||
| Q3 25 | — | $119.0M | ||
| Q2 25 | — | $115.9M | ||
| Q1 25 | — | $115.0M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $116.0M | ||
| Q2 24 | — | $119.4M | ||
| Q1 24 | — | $116.2M |
股东权益AMBAAP
| Q4 25 | $590.1M | $32.6M | ||
| Q3 25 | $576.5M | $60.1M | ||
| Q2 25 | $572.7M | $62.7M | ||
| Q1 25 | $561.4M | $64.6M | ||
| Q4 24 | $554.3M | $58.9M | ||
| Q3 24 | $547.6M | $61.3M | ||
| Q2 24 | $555.4M | $58.0M | ||
| Q1 24 | $559.9M | $56.3M |
总资产AMBAAP
| Q4 25 | $751.9M | $495.4M | ||
| Q3 25 | $706.4M | $524.4M | ||
| Q2 25 | $701.9M | $537.2M | ||
| Q1 25 | $689.0M | $536.2M | ||
| Q4 24 | $670.8M | $530.9M | ||
| Q3 24 | $650.3M | $547.4M | ||
| Q2 24 | $638.7M | $560.8M | ||
| Q1 24 | $657.7M | $565.8M |
负债/权益比AMBAAP
| Q4 25 | — | 3.61× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 2.06× | ||
| Q1 24 | — | 2.06× |
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 | $2.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-64.0K |
| 自由现金流率自由现金流/营收 | 29.0% | -0.1% |
| 资本支出强度资本支出/营收 | 2.7% | 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 | $-8.1M |
8季度趋势，按日历期对齐
经营现金流AMBAAP
| Q4 25 | $34.3M | $2.7M | ||
| Q3 25 | $5.5M | $6.3M | ||
| Q2 25 | $14.8M | $-2.3M | ||
| Q1 25 | $25.4M | $-5.3M | ||
| Q4 24 | $6.6M | $7.5M | ||
| Q3 24 | $16.7M | $11.4M | ||
| Q2 24 | $-15.0M | $-5.3M | ||
| Q1 24 | $-4.0M | $4.5M |
自由现金流AMBAAP
| Q4 25 | $31.4M | $-64.0K | ||
| Q3 25 | $1.4M | $3.3M | ||
| Q2 25 | $10.2M | $-3.8M | ||
| Q1 25 | $21.2M | $-7.5M | ||
| Q4 24 | $4.1M | $3.7M | ||
| Q3 24 | $14.2M | $8.4M | ||
| Q2 24 | $-16.1M | $-8.0M | ||
| Q1 24 | $-6.0M | $1.7M |
自由现金流率AMBAAP
| Q4 25 | 29.0% | -0.1% | ||
| Q3 25 | 1.4% | 3.2% | ||
| Q2 25 | 11.9% | -3.5% | ||
| Q1 25 | 25.3% | -7.5% | ||
| Q4 24 | 5.0% | 4.0% | ||
| Q3 24 | 22.2% | 9.1% | ||
| Q2 24 | -29.5% | -7.5% | ||
| Q1 24 | -11.6% | 1.5% |
资本支出强度AMBAAP
| Q4 25 | 2.7% | 2.7% | ||
| Q3 25 | 4.3% | 2.9% | ||
| Q2 25 | 5.3% | 1.3% | ||
| Q1 25 | 5.0% | 2.2% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 4.0% | 3.2% | ||
| Q2 24 | 2.1% | 2.5% | ||
| Q1 24 | 3.7% | 2.6% |
现金转化率AMBAAP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.62× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -2.64× | ||
| 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% |
AP
| Forged And Cast Mill Rolls | $67.0M | 64% |
| Air Handling Systems | $14.3M | 14% |
| Heat Exchange Coils | $13.1M | 13% |
| Centrifugal Pumps | $10.3M | 10% |
| Forged Engineered Products | $4.0M | 4% |
