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安霸（AMBA）与AerSale Corp（ASLE）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AerSale Corp的1.2倍（$108.5M vs $90.9M），AerSale Corp净利率更高（5.9% vs -13.9%，领先19.9%），安霸同比增速更快（31.2% vs -4.0%），安霸自由现金流更多（$31.4M vs $9.8M），过去两年安霸的营收复合增速更高（45.0% vs 0.2%）
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。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
AMBA vs ASLE — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$90.9M
营收增速更快
AMBA
高出35.2%
-4.0%
净利率更高
ASLE
高出19.9%
-13.9%
自由现金流更多
AMBA
多$21.6M
$9.8M
两年增速更快
AMBA
近两年复合增速
0.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $90.9M |
| 净利润 | $-15.1M | $5.4M |
| 毛利率 | 59.6% | 34.1% |
| 营业利润率 | -15.0% | 7.8% |
| 净利率 | -13.9% | 5.9% |
| 营收同比 | 31.2% | -4.0% |
| 净利润同比 | 37.2% | 99.7% |
| 每股收益（稀释后） | $-0.35 | $0.10 |
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AMBAASLE
| Q4 25 | $108.5M | $90.9M | ||
| Q3 25 | $95.5M | $71.2M | ||
| Q2 25 | $85.9M | $107.4M | ||
| Q1 25 | $84.0M | $65.8M | ||
| Q4 24 | $82.7M | $94.7M | ||
| Q3 24 | $63.7M | $82.7M | ||
| Q2 24 | $54.5M | $77.1M | ||
| Q1 24 | $51.6M | $90.5M |
净利润AMBAASLE
| Q4 25 | $-15.1M | $5.4M | ||
| Q3 25 | $-20.0M | $-120.0K | ||
| Q2 25 | $-24.3M | $8.6M | ||
| Q1 25 | $-20.2M | $-5.3M | ||
| Q4 24 | $-24.1M | $2.7M | ||
| Q3 24 | $-34.9M | $509.0K | ||
| Q2 24 | $-37.9M | $-3.6M | ||
| Q1 24 | $-60.6M | $6.3M |
毛利率AMBAASLE
| Q4 25 | 59.6% | 34.1% | ||
| Q3 25 | 58.9% | 30.2% | ||
| Q2 25 | 60.0% | 32.9% | ||
| Q1 25 | 60.0% | 27.3% | ||
| Q4 24 | 60.6% | 31.4% | ||
| Q3 24 | 60.8% | 28.6% | ||
| Q2 24 | 60.9% | 28.2% | ||
| Q1 24 | 59.8% | 31.8% |
营业利润率AMBAASLE
| Q4 25 | -15.0% | 7.8% | ||
| Q3 25 | -23.0% | 4.0% | ||
| Q2 25 | -30.1% | 11.7% | ||
| Q1 25 | -30.2% | -10.1% | ||
| Q4 24 | -30.9% | 5.2% | ||
| Q3 24 | -56.9% | 2.4% | ||
| Q2 24 | -72.4% | -2.4% | ||
| Q1 24 | -80.8% | 5.2% |
净利率AMBAASLE
| Q4 25 | -13.9% | 5.9% | ||
| Q3 25 | -20.9% | -0.2% | ||
| Q2 25 | -28.3% | 8.0% | ||
| Q1 25 | -24.1% | -8.0% | ||
| Q4 24 | -29.1% | 2.9% | ||
| Q3 24 | -54.8% | 0.6% | ||
| Q2 24 | -69.6% | -4.7% | ||
| Q1 24 | -117.4% | 6.9% |
每股收益（稀释后）AMBAASLE
| Q4 25 | $-0.35 | $0.10 | ||
| Q3 25 | $-0.47 | $0.00 | ||
| Q2 25 | $-0.58 | $0.18 | ||
| Q1 25 | $-0.48 | $-0.10 | ||
| Q4 24 | $-0.58 | $0.05 | ||
| Q3 24 | $-0.85 | $0.01 | ||
| Q2 24 | $-0.93 | $-0.07 | ||
| Q1 24 | $-1.51 | $0.12 |
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 | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $590.1M | $424.4M |
| 总资产 | $751.9M | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMBAASLE
| Q4 25 | $174.1M | $4.4M | ||
| Q3 25 | $142.7M | $5.3M | ||
| Q2 25 | $141.3M | $5.7M | ||
| Q1 25 | $144.6M | $4.7M | ||
| Q4 24 | $127.1M | $4.7M | ||
| Q3 24 | $153.9M | $9.8M | ||
| Q2 24 | $131.8M | $4.3M | ||
| Q1 24 | $144.9M | $2.6M |
总债务AMBAASLE
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
股东权益AMBAASLE
| Q4 25 | $590.1M | $424.4M | ||
| Q3 25 | $576.5M | $417.1M | ||
| Q2 25 | $572.7M | $415.9M | ||
| Q1 25 | $561.4M | $406.5M | ||
| Q4 24 | $554.3M | $455.6M | ||
| Q3 24 | $547.6M | $451.5M | ||
| Q2 24 | $555.4M | $449.8M | ||
| Q1 24 | $559.9M | $452.0M |
总资产AMBAASLE
| Q4 25 | $751.9M | $640.5M | ||
| Q3 25 | $706.4M | $646.3M | ||
| Q2 25 | $701.9M | $646.7M | ||
| Q1 25 | $689.0M | $646.1M | ||
| Q4 24 | $670.8M | $604.7M | ||
| Q3 24 | $650.3M | $601.5M | ||
| Q2 24 | $638.7M | $598.7M | ||
| Q1 24 | $657.7M | $571.7M |
负债/权益比AMBAASLE
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $9.8M |
| 自由现金流率自由现金流/营收 | 29.0% | 10.8% |
| 资本支出强度资本支出/营收 | 2.7% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 2.11× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AMBAASLE
| Q4 25 | $34.3M | $11.4M | ||
| Q3 25 | $5.5M | $-8.9M | ||
| Q2 25 | $14.8M | $19.8M | ||
| Q1 25 | $25.4M | $-45.2M | ||
| Q4 24 | $6.6M | $37.5M | ||
| Q3 24 | $16.7M | $10.4M | ||
| Q2 24 | $-15.0M | $-15.3M | ||
| Q1 24 | $-4.0M | $-21.5M |
自由现金流AMBAASLE
| Q4 25 | $31.4M | $9.8M | ||
| Q3 25 | $1.4M | $-9.8M | ||
| Q2 25 | $10.2M | $18.6M | ||
| Q1 25 | $21.2M | $-47.6M | ||
| Q4 24 | $4.1M | $32.3M | ||
| Q3 24 | $14.2M | $8.9M | ||
| Q2 24 | $-16.1M | $-18.9M | ||
| Q1 24 | $-6.0M | $-25.0M |
自由现金流率AMBAASLE
| Q4 25 | 29.0% | 10.8% | ||
| Q3 25 | 1.4% | -13.8% | ||
| Q2 25 | 11.9% | 17.3% | ||
| Q1 25 | 25.3% | -72.4% | ||
| Q4 24 | 5.0% | 34.0% | ||
| Q3 24 | 22.2% | 10.7% | ||
| Q2 24 | -29.5% | -24.6% | ||
| Q1 24 | -11.6% | -27.7% |
资本支出强度AMBAASLE
| Q4 25 | 2.7% | 1.7% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 5.0% | 3.7% | ||
| Q4 24 | 3.0% | 5.6% | ||
| Q3 24 | 4.0% | 1.9% | ||
| Q2 24 | 2.1% | 4.7% | ||
| Q1 24 | 3.7% | 3.9% |
现金转化率AMBAASLE
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
