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安霸（AMBA）与Concrete Pumping Holdings, Inc.（BBCP）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Concrete Pumping Holdings, Inc.的1.1倍（$108.5M vs $98.9M），Concrete Pumping Holdings, Inc.净利率更高（5.4% vs -13.9%，领先19.3%），安霸同比增速更快（31.2% vs -3.2%），安霸自由现金流更多（$31.4M vs $1.9M），过去两年安霸的营收复合增速更高（45.0% vs 4.8%）
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。
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
AMBA vs BBCP — 直观对比
营收规模更大
AMBA
是对方的1.1倍
$98.9M
营收增速更快
AMBA
高出34.4%
-3.2%
净利率更高
BBCP
高出19.3%
-13.9%
自由现金流更多
AMBA
多$29.5M
$1.9M
两年增速更快
AMBA
近两年复合增速
4.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $98.9M |
| 净利润 | $-15.1M | $5.3M |
| 毛利率 | 59.6% | 43.8% |
| 营业利润率 | -15.0% | 17.0% |
| 净利率 | -13.9% | 5.4% |
| 营收同比 | 31.2% | -3.2% |
| 净利润同比 | 37.2% | -43.6% |
| 每股收益（稀释后） | $-0.35 | $0.09 |
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AMBABBCP
| Q4 25 | $108.5M | $98.9M | ||
| Q3 25 | $95.5M | $94.2M | ||
| Q2 25 | $85.9M | $85.2M | ||
| Q1 25 | $84.0M | $78.0M | ||
| Q4 24 | $82.7M | $102.1M | ||
| Q3 24 | $63.7M | $100.6M | ||
| Q2 24 | $54.5M | $98.7M | ||
| Q1 24 | $51.6M | $90.0M |
净利润AMBABBCP
| Q4 25 | $-15.1M | $5.3M | ||
| Q3 25 | $-20.0M | $3.7M | ||
| Q2 25 | $-24.3M | $-4.0K | ||
| Q1 25 | $-20.2M | $-2.6M | ||
| Q4 24 | $-24.1M | $9.4M | ||
| Q3 24 | $-34.9M | $7.6M | ||
| Q2 24 | $-37.9M | $3.0M | ||
| Q1 24 | $-60.6M | $-3.8M |
毛利率AMBABBCP
| Q4 25 | 59.6% | 43.8% | ||
| Q3 25 | 58.9% | 42.9% | ||
| Q2 25 | 60.0% | 42.5% | ||
| Q1 25 | 60.0% | 40.0% | ||
| Q4 24 | 60.6% | 45.3% | ||
| Q3 24 | 60.8% | 44.3% | ||
| Q2 24 | 60.9% | 42.3% | ||
| Q1 24 | 59.8% | 37.0% |
营业利润率AMBABBCP
| Q4 25 | -15.0% | 17.0% | ||
| Q3 25 | -23.0% | 13.7% | ||
| Q2 25 | -30.1% | 9.7% | ||
| Q1 25 | -30.2% | 4.5% | ||
| Q4 24 | -30.9% | 18.8% | ||
| Q3 24 | -56.9% | 16.5% | ||
| Q2 24 | -72.4% | 12.2% | ||
| Q1 24 | -80.8% | 1.6% |
净利率AMBABBCP
| Q4 25 | -13.9% | 5.4% | ||
| Q3 25 | -20.9% | 3.9% | ||
| Q2 25 | -28.3% | -0.0% | ||
| Q1 25 | -24.1% | -3.4% | ||
| Q4 24 | -29.1% | 9.2% | ||
| Q3 24 | -54.8% | 7.5% | ||
| Q2 24 | -69.6% | 3.1% | ||
| Q1 24 | -117.4% | -4.3% |
每股收益（稀释后）AMBABBCP
| Q4 25 | $-0.35 | $0.09 | ||
| Q3 25 | $-0.47 | $0.07 | ||
| Q2 25 | $-0.58 | $-0.01 | ||
| Q1 25 | $-0.48 | $-0.06 | ||
| Q4 24 | $-0.58 | $0.16 | ||
| Q3 24 | $-0.85 | $0.13 | ||
| Q2 24 | $-0.93 | $0.05 | ||
| Q1 24 | $-1.51 | $-0.08 |
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 | $44.4M |
| 总债务越低越好 | — | $417.9M |
| 股东权益账面价值 | $590.1M | $264.8M |
| 总资产 | $751.9M | $879.5M |
| 负债/权益比越低杠杆越低 | — | 1.58× |
8季度趋势，按日历期对齐
现金及短期投资AMBABBCP
| Q4 25 | $174.1M | $44.4M | ||
| Q3 25 | $142.7M | $41.0M | ||
| Q2 25 | $141.3M | $37.8M | ||
| Q1 25 | $144.6M | $85.1M | ||
| Q4 24 | $127.1M | $43.0M | ||
| Q3 24 | $153.9M | $26.3M | ||
| Q2 24 | $131.8M | $18.0M | ||
| Q1 24 | $144.9M | $14.7M |
总债务AMBABBCP
| Q4 25 | — | $417.9M | ||
| Q3 25 | — | $417.6M | ||
| Q2 25 | — | $417.3M | ||
| Q1 25 | — | $417.1M | ||
| Q4 24 | — | $373.3M | ||
| Q3 24 | — | $372.9M | ||
| Q2 24 | — | $372.6M | ||
| Q1 24 | — | $372.2M |
股东权益AMBABBCP
| Q4 25 | $590.1M | $264.8M | ||
| Q3 25 | $576.5M | $261.3M | ||
| Q2 25 | $572.7M | $261.8M | ||
| Q1 25 | $561.4M | $260.7M | ||
| Q4 24 | $554.3M | $321.7M | ||
| Q3 24 | $547.6M | $314.7M | ||
| Q2 24 | $555.4M | $308.3M | ||
| Q1 24 | $559.9M | $307.9M |
总资产AMBABBCP
| Q4 25 | $751.9M | $879.5M | ||
| Q3 25 | $706.4M | $886.0M | ||
| Q2 25 | $701.9M | $878.8M | ||
| Q1 25 | $689.0M | $912.9M | ||
| Q4 24 | $670.8M | $898.0M | ||
| Q3 24 | $650.3M | $890.8M | ||
| Q2 24 | $638.7M | $894.7M | ||
| Q1 24 | $657.7M | $894.8M |
负债/权益比AMBABBCP
| Q4 25 | — | 1.58× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | 1.59× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.16× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.21× |
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 | $14.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $1.9M |
| 自由现金流率自由现金流/营收 | 29.0% | 1.9% |
| 资本支出强度资本支出/营收 | 2.7% | 12.7% |
| 现金转化率经营现金流/净利润 | — | 2.72× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $17.5M |
8季度趋势，按日历期对齐
经营现金流AMBABBCP
| Q4 25 | $34.3M | $14.5M | ||
| Q3 25 | $5.5M | $19.1M | ||
| Q2 25 | $14.8M | $24.7M | ||
| Q1 25 | $25.4M | $6.0M | ||
| Q4 24 | $6.6M | $22.4M | ||
| Q3 24 | $16.7M | $35.0M | ||
| Q2 24 | $-15.0M | $9.1M | ||
| Q1 24 | $-4.0M | $20.3M |
自由现金流AMBABBCP
| Q4 25 | $31.4M | $1.9M | ||
| Q3 25 | $1.4M | $4.3M | ||
| Q2 25 | $10.2M | $11.1M | ||
| Q1 25 | $21.2M | $191.0K | ||
| Q4 24 | $4.1M | $16.1M | ||
| Q3 24 | $14.2M | $26.4M | ||
| Q2 24 | $-16.1M | $-1.9M | ||
| Q1 24 | $-6.0M | $2.5M |
自由现金流率AMBABBCP
| Q4 25 | 29.0% | 1.9% | ||
| Q3 25 | 1.4% | 4.6% | ||
| Q2 25 | 11.9% | 13.0% | ||
| Q1 25 | 25.3% | 0.2% | ||
| Q4 24 | 5.0% | 15.8% | ||
| Q3 24 | 22.2% | 26.2% | ||
| Q2 24 | -29.5% | -1.9% | ||
| Q1 24 | -11.6% | 2.8% |
资本支出强度AMBABBCP
| Q4 25 | 2.7% | 12.7% | ||
| Q3 25 | 4.3% | 15.7% | ||
| Q2 25 | 5.3% | 16.0% | ||
| Q1 25 | 5.0% | 7.5% | ||
| Q4 24 | 3.0% | 6.2% | ||
| Q3 24 | 4.0% | 8.6% | ||
| Q2 24 | 2.1% | 11.2% | ||
| Q1 24 | 3.7% | 19.7% |
现金转化率AMBABBCP
| Q4 25 | — | 2.72× | ||
| Q3 25 | — | 5.16× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 4.63× | ||
| Q2 24 | — | 3.00× | ||
| 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% |
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
