vs
安霸（AMBA）与优尼威（CLMB）财务数据对比。点击上方公司名可切换其他公司
优尼威的季度营收约是安霸的1.7倍（$182.4M vs $108.5M），优尼威净利率更高（1.8% vs -13.9%，领先15.8%），优尼威同比增速更快（32.1% vs 31.2%），过去两年安霸的营收复合增速更高（45.0% vs 40.7%）
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。
优尼威解决方案是一家全球化学品与原料分销商，同时可为客户提供各类增值服务，在行业内拥有广泛的全球布局与专业服务能力。
AMBA vs CLMB — 直观对比
营收规模更大
CLMB
是对方的1.7倍
$108.5M
营收增速更快
CLMB
高出0.9%
31.2%
净利率更高
CLMB
高出15.8%
-13.9%
两年增速更快
AMBA
近两年复合增速
40.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $182.4M |
| 净利润 | $-15.1M | $3.3M |
| 毛利率 | 59.6% | 14.5% |
| 营业利润率 | -15.0% | 2.1% |
| 净利率 | -13.9% | 1.8% |
| 营收同比 | 31.2% | 32.1% |
| 净利润同比 | 37.2% | -9.5% |
| 每股收益（稀释后） | $-0.35 | $0.18 |
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AMBACLMB
| Q1 26 | — | $182.4M | ||
| Q4 25 | $108.5M | $193.8M | ||
| Q3 25 | $95.5M | $161.3M | ||
| Q2 25 | $85.9M | $159.3M | ||
| Q1 25 | $84.0M | $138.0M | ||
| Q4 24 | $82.7M | $161.8M | ||
| Q3 24 | $63.7M | $119.3M | ||
| Q2 24 | $54.5M | $92.1M |
净利润AMBACLMB
| Q1 26 | — | $3.3M | ||
| Q4 25 | $-15.1M | $7.0M | ||
| Q3 25 | $-20.0M | $4.7M | ||
| Q2 25 | $-24.3M | $6.0M | ||
| Q1 25 | $-20.2M | $3.7M | ||
| Q4 24 | $-24.1M | $7.0M | ||
| Q3 24 | $-34.9M | $5.5M | ||
| Q2 24 | $-37.9M | $3.4M |
毛利率AMBACLMB
| Q1 26 | — | 14.5% | ||
| Q4 25 | 59.6% | 15.4% | ||
| Q3 25 | 58.9% | 15.9% | ||
| Q2 25 | 60.0% | 16.5% | ||
| Q1 25 | 60.0% | 16.9% | ||
| Q4 24 | 60.6% | 19.3% | ||
| Q3 24 | 60.8% | 20.3% | ||
| Q2 24 | 60.9% | 20.2% |
营业利润率AMBACLMB
| Q1 26 | — | 2.1% | ||
| Q4 25 | -15.0% | 4.9% | ||
| Q3 25 | -23.0% | 4.3% | ||
| Q2 25 | -30.1% | 5.0% | ||
| Q1 25 | -30.2% | 3.5% | ||
| Q4 24 | -30.9% | 7.2% | ||
| Q3 24 | -56.9% | 7.1% | ||
| Q2 24 | -72.4% | 4.6% |
净利率AMBACLMB
| Q1 26 | — | 1.8% | ||
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | 2.9% | ||
| Q2 25 | -28.3% | 3.7% | ||
| Q1 25 | -24.1% | 2.7% | ||
| Q4 24 | -29.1% | 4.3% | ||
| Q3 24 | -54.8% | 4.6% | ||
| Q2 24 | -69.6% | 3.7% |
每股收益（稀释后）AMBACLMB
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.35 | $1.51 | ||
| Q3 25 | $-0.47 | $1.02 | ||
| Q2 25 | $-0.58 | $1.30 | ||
| Q1 25 | $-0.48 | $0.81 | ||
| Q4 24 | $-0.58 | $1.52 | ||
| Q3 24 | $-0.85 | $1.19 | ||
| Q2 24 | $-0.93 | $0.75 |
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 | $41.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $118.4M |
| 总资产 | $751.9M | $458.8M |
| 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AMBACLMB
| Q1 26 | — | $41.8M | ||
| Q4 25 | $174.1M | $36.6M | ||
| Q3 25 | $142.7M | $49.8M | ||
| Q2 25 | $141.3M | $28.6M | ||
| Q1 25 | $144.6M | $32.5M | ||
| Q4 24 | $127.1M | $29.8M | ||
| Q3 24 | $153.9M | $22.1M | ||
| Q2 24 | $131.8M | $48.4M |
股东权益AMBACLMB
| Q1 26 | — | $118.4M | ||
| Q4 25 | $590.1M | $116.6M | ||
| Q3 25 | $576.5M | $109.3M | ||
| Q2 25 | $572.7M | $105.2M | ||
| Q1 25 | $561.4M | $95.6M | ||
| Q4 24 | $554.3M | $90.6M | ||
| Q3 24 | $547.6M | $87.7M | ||
| Q2 24 | $555.4M | $79.8M |
总资产AMBACLMB
| Q1 26 | — | $458.8M | ||
| Q4 25 | $751.9M | $460.2M | ||
| Q3 25 | $706.4M | $376.1M | ||
| Q2 25 | $701.9M | $420.7M | ||
| Q1 25 | $689.0M | $370.1M | ||
| Q4 24 | $670.8M | $469.2M | ||
| Q3 24 | $650.3M | $371.9M | ||
| Q2 24 | $638.7M | $302.8M |
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AMBACLMB
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $-11.9M | ||
| Q3 25 | $5.5M | $22.2M | ||
| Q2 25 | $14.8M | $-2.2M | ||
| Q1 25 | $25.4M | $8.5M | ||
| Q4 24 | $6.6M | $16.0M | ||
| Q3 24 | $16.7M | $-3.6M | ||
| Q2 24 | $-15.0M | $7.3M |
自由现金流AMBACLMB
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — |
自由现金流率AMBACLMB
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — |
资本支出强度AMBACLMB
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — |
现金转化率AMBACLMB
| Q1 26 | — | — | ||
| Q4 25 | — | -1.70× | ||
| Q3 25 | — | 4.73× | ||
| Q2 25 | — | -0.37× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | — | 2.13× |
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% |
CLMB
暂无分部数据
