vs
安霸（AMBA）与CENTERSPACE（CSR）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CENTERSPACE的1.6倍（$108.5M vs $66.6M），安霸净利率更高（-13.9% vs -27.7%，领先13.7%），安霸同比增速更快（31.2% vs 0.3%），CENTERSPACE自由现金流更多（$64.3M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 1.6%）
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。
Centerspace是一家专注于多户住宅物业持有、运营与开发的房地产投资企业，核心业务覆盖美国中西部及落基山西部区域，面向不同租户群体提供经济型及高端住宅选择，重视租户体验与资产长期价值增长。
AMBA vs CSR — 直观对比
营收规模更大
AMBA
是对方的1.6倍
$66.6M
营收增速更快
AMBA
高出30.9%
0.3%
净利率更高
AMBA
高出13.7%
-27.7%
自由现金流更多
CSR
多$32.9M
$31.4M
两年增速更快
AMBA
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $66.6M |
| 净利润 | $-15.1M | $-18.4M |
| 毛利率 | 59.6% | 96.5% |
| 营业利润率 | -15.0% | -15.9% |
| 净利率 | -13.9% | -27.7% |
| 营收同比 | 31.2% | 0.3% |
| 净利润同比 | 37.2% | -262.9% |
| 每股收益（稀释后） | $-0.35 | $-1.08 |
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AMBACSR
| Q4 25 | $108.5M | $66.6M | ||
| Q3 25 | $95.5M | $71.4M | ||
| Q2 25 | $85.9M | $68.5M | ||
| Q1 25 | $84.0M | $67.1M | ||
| Q4 24 | $82.7M | $66.4M | ||
| Q3 24 | $63.7M | $65.0M | ||
| Q2 24 | $54.5M | $65.0M | ||
| Q1 24 | $51.6M | $64.5M |
净利润AMBACSR
| Q4 25 | $-15.1M | $-18.4M | ||
| Q3 25 | $-20.0M | $53.8M | ||
| Q2 25 | $-24.3M | $-14.5M | ||
| Q1 25 | $-20.2M | $-3.7M | ||
| Q4 24 | $-24.1M | $-5.1M | ||
| Q3 24 | $-34.9M | $-1.0M | ||
| Q2 24 | $-37.9M | $-1.3M | ||
| Q1 24 | $-60.6M | $-3.9M |
毛利率AMBACSR
| Q4 25 | 59.6% | 96.5% | ||
| Q3 25 | 58.9% | 96.5% | ||
| Q2 25 | 60.0% | 96.5% | ||
| Q1 25 | 60.0% | 96.4% | ||
| Q4 24 | 60.6% | 96.5% | ||
| Q3 24 | 60.8% | 96.6% | ||
| Q2 24 | 60.9% | 96.6% | ||
| Q1 24 | 59.8% | 96.4% |
营业利润率AMBACSR
| Q4 25 | -15.0% | -15.9% | ||
| Q3 25 | -23.0% | — | ||
| Q2 25 | -30.1% | -9.9% | ||
| Q1 25 | -30.2% | 7.1% | ||
| Q4 24 | -30.9% | 4.3% | ||
| Q3 24 | -56.9% | 9.8% | ||
| Q2 24 | -72.4% | 11.1% | ||
| Q1 24 | -80.8% | 6.3% |
净利率AMBACSR
| Q4 25 | -13.9% | -27.7% | ||
| Q3 25 | -20.9% | 75.3% | ||
| Q2 25 | -28.3% | -21.2% | ||
| Q1 25 | -24.1% | -5.6% | ||
| Q4 24 | -29.1% | -7.6% | ||
| Q3 24 | -54.8% | -1.6% | ||
| Q2 24 | -69.6% | -2.0% | ||
| Q1 24 | -117.4% | -6.1% |
每股收益（稀释后）AMBACSR
| Q4 25 | $-0.35 | $-1.08 | ||
| Q3 25 | $-0.47 | $3.19 | ||
| Q2 25 | $-0.58 | $-0.87 | ||
| Q1 25 | $-0.48 | $-0.22 | ||
| Q4 24 | $-0.58 | $-0.31 | ||
| Q3 24 | $-0.85 | $-0.40 | ||
| Q2 24 | $-0.93 | $-0.19 | ||
| Q1 24 | $-1.51 | $-0.37 |
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 | $12.8M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $590.1M | $719.2M |
| 总资产 | $751.9M | $1.9B |
| 负债/权益比越低杠杆越低 | — | 1.42× |
8季度趋势，按日历期对齐
现金及短期投资AMBACSR
| Q4 25 | $174.1M | $12.8M | ||
| Q3 25 | $142.7M | $12.9M | ||
| Q2 25 | $141.3M | $12.4M | ||
| Q1 25 | $144.6M | $11.9M | ||
| Q4 24 | $127.1M | $12.0M | ||
| Q3 24 | $153.9M | $14.5M | ||
| Q2 24 | $131.8M | $14.3M | ||
| Q1 24 | $144.9M | $12.7M |
总债务AMBACSR
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $955.5M | ||
| Q4 24 | — | $955.4M | ||
| Q3 24 | — | $921.3M | ||
| Q2 24 | — | $931.7M | ||
| Q1 24 | — | $929.1M |
股东权益AMBACSR
| Q4 25 | $590.1M | $719.2M | ||
| Q3 25 | $576.5M | $748.6M | ||
| Q2 25 | $572.7M | $710.1M | ||
| Q1 25 | $561.4M | $636.8M | ||
| Q4 24 | $554.3M | $752.0M | ||
| Q3 24 | $547.6M | $672.5M | ||
| Q2 24 | $555.4M | $680.7M | ||
| Q1 24 | $559.9M | $688.1M |
总资产AMBACSR
| Q4 25 | $751.9M | $1.9B | ||
| Q3 25 | $706.4M | $2.1B | ||
| Q2 25 | $701.9M | $2.0B | ||
| Q1 25 | $689.0M | $1.9B | ||
| Q4 24 | $670.8M | $1.9B | ||
| Q3 24 | $650.3M | $1.9B | ||
| Q2 24 | $638.7M | $1.9B | ||
| Q1 24 | $657.7M | $1.9B |
负债/权益比AMBACSR
| Q4 25 | — | 1.42× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | — | 1.50× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.37× | ||
| Q2 24 | — | 1.37× | ||
| Q1 24 | — | 1.35× |
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 | $98.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $64.3M |
| 自由现金流率自由现金流/营收 | 29.0% | 96.5% |
| 资本支出强度资本支出/营收 | 2.7% | 51.3% |
| 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 | $125.9M |
8季度趋势，按日历期对齐
经营现金流AMBACSR
| Q4 25 | $34.3M | $98.5M | ||
| Q3 25 | $5.5M | $35.1M | ||
| Q2 25 | $14.8M | $25.3M | ||
| Q1 25 | $25.4M | $25.4M | ||
| Q4 24 | $6.6M | $98.2M | ||
| Q3 24 | $16.7M | $32.3M | ||
| Q2 24 | $-15.0M | $22.9M | ||
| Q1 24 | $-4.0M | $24.4M |
自由现金流AMBACSR
| Q4 25 | $31.4M | $64.3M | ||
| Q3 25 | $1.4M | $25.7M | ||
| Q2 25 | $10.2M | $15.5M | ||
| Q1 25 | $21.2M | $20.4M | ||
| Q4 24 | $4.1M | $41.6M | ||
| Q3 24 | $14.2M | $20.5M | ||
| Q2 24 | $-16.1M | $9.1M | ||
| Q1 24 | $-6.0M | $2.6M |
自由现金流率AMBACSR
| Q4 25 | 29.0% | 96.5% | ||
| Q3 25 | 1.4% | 36.0% | ||
| Q2 25 | 11.9% | 22.7% | ||
| Q1 25 | 25.3% | 30.4% | ||
| Q4 24 | 5.0% | 62.6% | ||
| Q3 24 | 22.2% | 31.5% | ||
| Q2 24 | -29.5% | 14.0% | ||
| Q1 24 | -11.6% | 4.0% |
资本支出强度AMBACSR
| Q4 25 | 2.7% | 51.3% | ||
| Q3 25 | 4.3% | 13.1% | ||
| Q2 25 | 5.3% | 14.2% | ||
| Q1 25 | 5.0% | 7.5% | ||
| Q4 24 | 3.0% | 85.3% | ||
| Q3 24 | 4.0% | 18.2% | ||
| Q2 24 | 2.1% | 21.2% | ||
| Q1 24 | 3.7% | 33.8% |
现金转化率AMBACSR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
CSR
| Multi Family Residential | $57.3M | 86% |
| Other | $8.1M | 12% |
| Other Property Revenue | $1.2M | 2% |
