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安霸（AMBA）与Axsome Therapeutics, Inc.（AXSM）财务数据对比。点击上方公司名可切换其他公司
Axsome Therapeutics, Inc.的季度营收约是安霸的1.8倍（$191.2M vs $108.5M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 31.2%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 45.0%）
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。
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
AMBA vs AXSM — 直观对比
营收规模更大
AXSM
是对方的1.8倍
$108.5M
营收增速更快
AXSM
高出26.2%
31.2%
两年增速更快
AXSM
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $191.2M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -33.1% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 57.4% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-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AMBAAXSM
| Q1 26 | — | $191.2M | ||
| Q4 25 | $108.5M | $196.0M | ||
| Q3 25 | $95.5M | $171.0M | ||
| Q2 25 | $85.9M | $150.0M | ||
| Q1 25 | $84.0M | $121.5M | ||
| Q4 24 | $82.7M | $118.8M | ||
| Q3 24 | $63.7M | $104.8M | ||
| Q2 24 | $54.5M | $87.2M |
净利润AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | $-15.1M | $-28.6M | ||
| Q3 25 | $-20.0M | $-47.2M | ||
| Q2 25 | $-24.3M | $-48.0M | ||
| Q1 25 | $-20.2M | $-59.4M | ||
| Q4 24 | $-24.1M | $-74.9M | ||
| Q3 24 | $-34.9M | $-64.6M | ||
| Q2 24 | $-37.9M | $-79.3M |
毛利率AMBAAXSM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMBAAXSM
| Q1 26 | — | -33.1% | ||
| Q4 25 | -15.0% | -13.8% | ||
| Q3 25 | -23.0% | -27.0% | ||
| Q2 25 | -30.1% | -24.5% | ||
| Q1 25 | -30.2% | -46.9% | ||
| Q4 24 | -30.9% | -61.1% | ||
| Q3 24 | -56.9% | -59.8% | ||
| Q2 24 | -72.4% | -89.5% |
净利率AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | -13.9% | -14.6% | ||
| Q3 25 | -20.9% | -27.6% | ||
| Q2 25 | -28.3% | -32.0% | ||
| Q1 25 | -24.1% | -48.9% | ||
| Q4 24 | -29.1% | -63.1% | ||
| Q3 24 | -54.8% | -61.7% | ||
| Q2 24 | -69.6% | -91.0% |
每股收益（稀释后）AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | $-0.35 | $-0.55 | ||
| Q3 25 | $-0.47 | $-0.94 | ||
| Q2 25 | $-0.58 | $-0.97 | ||
| Q1 25 | $-0.48 | $-1.22 | ||
| Q4 24 | $-0.58 | $-1.54 | ||
| Q3 24 | $-0.85 | $-1.34 | ||
| Q2 24 | $-0.93 | $-1.67 |
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 | $305.1M |
| 总债务越低越好 | — | $70.0M |
| 股东权益账面价值 | $590.1M | — |
| 总资产 | $751.9M | $713.6M |
| 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AMBAAXSM
| Q1 26 | — | $305.1M | ||
| Q4 25 | $174.1M | $322.9M | ||
| Q3 25 | $142.7M | $325.3M | ||
| Q2 25 | $141.3M | $303.0M | ||
| Q1 25 | $144.6M | $300.9M | ||
| Q4 24 | $127.1M | $315.4M | ||
| Q3 24 | $153.9M | $327.3M | ||
| Q2 24 | $131.8M | $315.7M |
总债务AMBAAXSM
| Q1 26 | — | $70.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | $590.1M | $88.3M | ||
| Q3 25 | $576.5M | $73.7M | ||
| Q2 25 | $572.7M | $73.1M | ||
| Q1 25 | $561.4M | $53.2M | ||
| Q4 24 | $554.3M | $57.0M | ||
| Q3 24 | $547.6M | $92.9M | ||
| Q2 24 | $555.4M | $102.9M |
总资产AMBAAXSM
| Q1 26 | — | $713.6M | ||
| Q4 25 | $751.9M | $689.8M | ||
| Q3 25 | $706.4M | $669.3M | ||
| Q2 25 | $701.9M | $639.8M | ||
| Q1 25 | $689.0M | $596.7M | ||
| Q4 24 | $670.8M | $568.5M | ||
| Q3 24 | $650.3M | $561.5M | ||
| Q2 24 | $638.7M | $548.2M |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 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AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $-18.7M | ||
| Q3 25 | $5.5M | $1.0M | ||
| Q2 25 | $14.8M | $-32.4M | ||
| Q1 25 | $25.4M | $-43.4M | ||
| Q4 24 | $6.6M | $-26.2M | ||
| Q3 24 | $16.7M | $-18.6M | ||
| Q2 24 | $-15.0M | $-30.1M |
自由现金流AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $-18.7M | ||
| Q3 25 | $1.4M | $988.0K | ||
| Q2 25 | $10.2M | $-32.4M | ||
| Q1 25 | $21.2M | $-43.7M | ||
| Q4 24 | $4.1M | $-26.2M | ||
| Q3 24 | $14.2M | $-18.7M | ||
| Q2 24 | $-16.1M | $-30.2M |
自由现金流率AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | -9.6% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 11.9% | -21.6% | ||
| Q1 25 | 25.3% | -36.0% | ||
| Q4 24 | 5.0% | -22.1% | ||
| Q3 24 | 22.2% | -17.9% | ||
| Q2 24 | -29.5% | -34.6% |
资本支出强度AMBAAXSM
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.3% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.1% |
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% |
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
