vs
安霸（AMBA）与Canopy Growth Corp（CGC）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Canopy Growth Corp的2.0倍（$108.5M vs $54.4M），安霸净利率更高（-13.9% vs -84.0%，领先70.1%），安霸同比增速更快（31.2% vs -0.3%），过去两年安霸的营收复合增速更高（45.0% vs 1.2%）
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。
Canopy Growth Corp前身为Tweed Marijuana Inc，是一家总部位于加拿大安大略省史密斯福尔斯的大麻企业，在北美大麻行业拥有较高知名度，主要从事大麻相关产品的研发、生产与销售业务。
AMBA vs CGC — 直观对比
营收规模更大
AMBA
是对方的2.0倍
$54.4M
营收增速更快
AMBA
高出31.5%
-0.3%
净利率更高
AMBA
高出70.1%
-84.0%
两年增速更快
AMBA
近两年复合增速
1.2%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $54.4M |
| 净利润 | $-15.1M | $-45.7M |
| 毛利率 | 59.6% | 28.8% |
| 营业利润率 | -15.0% | -35.3% |
| 净利率 | -13.9% | -84.0% |
| 营收同比 | 31.2% | -0.3% |
| 净利润同比 | 37.2% | 48.6% |
| 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AMBACGC
| Q4 25 | $108.5M | $54.4M | ||
| Q3 25 | $95.5M | $48.7M | ||
| Q2 25 | $85.9M | $52.7M | ||
| Q1 25 | $84.0M | $47.5M | ||
| Q4 24 | $82.7M | $54.6M | ||
| Q3 24 | $63.7M | $46.0M | ||
| Q2 24 | $54.5M | $48.3M | ||
| Q1 24 | $51.6M | $53.1M |
净利润AMBACGC
| Q4 25 | $-15.1M | $-45.7M | ||
| Q3 25 | $-20.0M | $-1.2M | ||
| Q2 25 | $-24.3M | $-30.3M | ||
| Q1 25 | $-20.2M | — | ||
| Q4 24 | $-24.1M | $-89.0M | ||
| Q3 24 | $-34.9M | $-93.7M | ||
| Q2 24 | $-37.9M | $-92.8M | ||
| Q1 24 | $-60.6M | — |
毛利率AMBACGC
| Q4 25 | 59.6% | 28.8% | ||
| Q3 25 | 58.9% | 32.8% | ||
| Q2 25 | 60.0% | 25.0% | ||
| Q1 25 | 60.0% | 16.2% | ||
| Q4 24 | 60.6% | 32.2% | ||
| Q3 24 | 60.8% | 34.7% | ||
| Q2 24 | 60.9% | 34.8% | ||
| Q1 24 | 59.8% | 21.3% |
营业利润率AMBACGC
| Q4 25 | -15.0% | -35.3% | ||
| Q3 25 | -23.0% | -25.3% | ||
| Q2 25 | -30.1% | -31.4% | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | -31.9% | ||
| Q3 24 | -56.9% | -72.9% | ||
| Q2 24 | -72.4% | -44.0% | ||
| Q1 24 | -80.8% | — |
净利率AMBACGC
| Q4 25 | -13.9% | -84.0% | ||
| Q3 25 | -20.9% | -2.5% | ||
| Q2 25 | -28.3% | -57.6% | ||
| Q1 25 | -24.1% | — | ||
| Q4 24 | -29.1% | -163.0% | ||
| Q3 24 | -54.8% | -203.7% | ||
| Q2 24 | -69.6% | -192.0% | ||
| Q1 24 | -117.4% | — |
每股收益（稀释后）AMBACGC
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $271.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $553.5M |
| 总资产 | $751.9M | $807.5M |
| 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AMBACGC
| Q4 25 | $174.1M | $271.1M | ||
| Q3 25 | $142.7M | $217.6M | ||
| Q2 25 | $141.3M | $104.8M | ||
| Q1 25 | $144.6M | $96.0M | ||
| Q4 24 | $127.1M | $130.2M | ||
| Q3 24 | $153.9M | $168.8M | ||
| Q2 24 | $131.8M | $142.3M | ||
| Q1 24 | $144.9M | $148.5M |
股东权益AMBACGC
| Q4 25 | $590.1M | $553.5M | ||
| Q3 25 | $576.5M | $537.3M | ||
| Q2 25 | $572.7M | $357.0M | ||
| Q1 25 | $561.4M | $355.7M | ||
| Q4 24 | $554.3M | $431.8M | ||
| Q3 24 | $547.6M | $372.1M | ||
| Q2 24 | $555.4M | $389.0M | ||
| Q1 24 | $559.9M | $365.3M |
总资产AMBACGC
| Q4 25 | $751.9M | $807.5M | ||
| Q3 25 | $706.4M | $781.0M | ||
| Q2 25 | $701.9M | $660.4M | ||
| Q1 25 | $689.0M | $669.9M | ||
| Q4 24 | $670.8M | $849.9M | ||
| Q3 24 | $650.3M | $899.6M | ||
| Q2 24 | $638.7M | $938.9M | ||
| Q1 24 | $657.7M | $949.2M |
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AMBACGC
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | — | ||
| Q2 25 | $14.8M | $-7.5M | ||
| Q1 25 | $25.4M | $-121.0M | ||
| Q4 24 | $6.6M | — | ||
| Q3 24 | $16.7M | — | ||
| Q2 24 | $-15.0M | $-37.8M | ||
| Q1 24 | $-4.0M | $-205.8M |
自由现金流AMBACGC
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | $-8.5M | ||
| Q1 25 | $21.2M | $-128.9M | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | $-40.7M | ||
| Q1 24 | $-6.0M | $-208.3M |
自由现金流率AMBACGC
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | -16.1% | ||
| Q1 25 | 25.3% | -271.5% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | -84.1% | ||
| Q1 24 | -11.6% | -392.1% |
资本支出强度AMBACGC
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 5.0% | 16.6% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | 5.9% | ||
| Q1 24 | 3.7% | 4.7% |
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% |
CGC
| Other | $24.0M | 44% |
| Canadian Adult Use Cannabis | $22.9M | 42% |
| International Markets Cannabis | $6.2M | 11% |
| Other Geographical Area | $1.2M | 2% |
