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安霸（AMBA）与CARRIAGE SERVICES INC（CSV）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CARRIAGE SERVICES INC的1.0倍（$108.5M vs $105.5M），CARRIAGE SERVICES INC净利率更高（11.6% vs -13.9%，领先25.6%），安霸同比增速更快（31.2% vs 8.0%），安霸自由现金流更多（$31.4M vs $6.2M），过去两年安霸的营收复合增速更高（45.0% vs 1.0%）
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。
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
AMBA vs CSV — 直观对比
营收规模更大
AMBA
是对方的1.0倍
$105.5M
营收增速更快
AMBA
高出23.2%
8.0%
净利率更高
CSV
高出25.6%
-13.9%
自由现金流更多
AMBA
多$25.2M
$6.2M
两年增速更快
AMBA
近两年复合增速
1.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $105.5M |
| 净利润 | $-15.1M | $12.3M |
| 毛利率 | 59.6% | 34.8% |
| 营业利润率 | -15.0% | 23.3% |
| 净利率 | -13.9% | 11.6% |
| 营收同比 | 31.2% | 8.0% |
| 净利润同比 | 37.2% | 24.5% |
| 每股收益（稀释后） | $-0.35 | $0.76 |
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AMBACSV
| Q4 25 | $108.5M | $105.5M | ||
| Q3 25 | $95.5M | $102.7M | ||
| Q2 25 | $85.9M | $102.1M | ||
| Q1 25 | $84.0M | $107.1M | ||
| Q4 24 | $82.7M | $97.7M | ||
| Q3 24 | $63.7M | $100.7M | ||
| Q2 24 | $54.5M | $102.3M | ||
| Q1 24 | $51.6M | $103.5M |
净利润AMBACSV
| Q4 25 | $-15.1M | $12.3M | ||
| Q3 25 | $-20.0M | $6.6M | ||
| Q2 25 | $-24.3M | $11.7M | ||
| Q1 25 | $-20.2M | $20.9M | ||
| Q4 24 | $-24.1M | $9.9M | ||
| Q3 24 | $-34.9M | $9.9M | ||
| Q2 24 | $-37.9M | $6.3M | ||
| Q1 24 | $-60.6M | $7.0M |
毛利率AMBACSV
| Q4 25 | 59.6% | 34.8% | ||
| Q3 25 | 58.9% | 35.3% | ||
| Q2 25 | 60.0% | 35.2% | ||
| Q1 25 | 60.0% | 35.3% | ||
| Q4 24 | 60.6% | 34.4% | ||
| Q3 24 | 60.8% | 35.2% | ||
| Q2 24 | 60.9% | 36.2% | ||
| Q1 24 | 59.8% | 36.0% |
营业利润率AMBACSV
| Q4 25 | -15.0% | 23.3% | ||
| Q3 25 | -23.0% | 17.0% | ||
| Q2 25 | -30.1% | 23.5% | ||
| Q1 25 | -30.2% | 29.5% | ||
| Q4 24 | -30.9% | 21.6% | ||
| Q3 24 | -56.9% | 22.7% | ||
| Q2 24 | -72.4% | 18.0% | ||
| Q1 24 | -80.8% | 18.8% |
净利率AMBACSV
| Q4 25 | -13.9% | 11.6% | ||
| Q3 25 | -20.9% | 6.4% | ||
| Q2 25 | -28.3% | 11.5% | ||
| Q1 25 | -24.1% | 19.5% | ||
| Q4 24 | -29.1% | 10.1% | ||
| Q3 24 | -54.8% | 9.8% | ||
| Q2 24 | -69.6% | 6.1% | ||
| Q1 24 | -117.4% | 6.7% |
每股收益（稀释后）AMBACSV
| Q4 25 | $-0.35 | $0.76 | ||
| Q3 25 | $-0.47 | $0.41 | ||
| Q2 25 | $-0.58 | $0.74 | ||
| Q1 25 | $-0.48 | $1.34 | ||
| Q4 24 | $-0.58 | $0.62 | ||
| Q3 24 | $-0.85 | $0.63 | ||
| Q2 24 | $-0.93 | $0.40 | ||
| Q1 24 | $-1.51 | $0.45 |
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 | $1.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $254.8M |
| 总资产 | $751.9M | $1.3B |
| 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AMBACSV
| Q4 25 | $174.1M | $1.7M | ||
| Q3 25 | $142.7M | $1.2M | ||
| Q2 25 | $141.3M | $1.4M | ||
| Q1 25 | $144.6M | $4.6M | ||
| Q4 24 | $127.1M | $1.2M | ||
| Q3 24 | $153.9M | $1.3M | ||
| Q2 24 | $131.8M | $1.5M | ||
| Q1 24 | $144.9M | $1.7M |
股东权益AMBACSV
| Q4 25 | $590.1M | $254.8M | ||
| Q3 25 | $576.5M | $242.1M | ||
| Q2 25 | $572.7M | $235.4M | ||
| Q1 25 | $561.4M | $223.1M | ||
| Q4 24 | $554.3M | $208.6M | ||
| Q3 24 | $547.6M | $198.1M | ||
| Q2 24 | $555.4M | $187.9M | ||
| Q1 24 | $559.9M | $179.6M |
总资产AMBACSV
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $706.4M | $1.3B | ||
| Q2 25 | $701.9M | $1.3B | ||
| Q1 25 | $689.0M | $1.3B | ||
| Q4 24 | $670.8M | $1.3B | ||
| Q3 24 | $650.3M | $1.3B | ||
| Q2 24 | $638.7M | $1.3B | ||
| Q1 24 | $657.7M | $1.3B |
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 | $14.1M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $6.2M |
| 自由现金流率自由现金流/营收 | 29.0% | 5.9% |
| 资本支出强度资本支出/营收 | 2.7% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $40.1M |
8季度趋势，按日历期对齐
经营现金流AMBACSV
| Q4 25 | $34.3M | $14.1M | ||
| Q3 25 | $5.5M | $24.7M | ||
| Q2 25 | $14.8M | $8.1M | ||
| Q1 25 | $25.4M | $13.8M | ||
| Q4 24 | $6.6M | $9.3M | ||
| Q3 24 | $16.7M | $20.9M | ||
| Q2 24 | $-15.0M | $2.2M | ||
| Q1 24 | $-4.0M | $19.7M |
自由现金流AMBACSV
| Q4 25 | $31.4M | $6.2M | ||
| Q3 25 | $1.4M | $18.0M | ||
| Q2 25 | $10.2M | $5.2M | ||
| Q1 25 | $21.2M | $10.6M | ||
| Q4 24 | $4.1M | $4.9M | ||
| Q3 24 | $14.2M | $16.2M | ||
| Q2 24 | $-16.1M | $-1.4M | ||
| Q1 24 | $-6.0M | $16.2M |
自由现金流率AMBACSV
| Q4 25 | 29.0% | 5.9% | ||
| Q3 25 | 1.4% | 17.5% | ||
| Q2 25 | 11.9% | 5.1% | ||
| Q1 25 | 25.3% | 9.9% | ||
| Q4 24 | 5.0% | 5.0% | ||
| Q3 24 | 22.2% | 16.1% | ||
| Q2 24 | -29.5% | -1.4% | ||
| Q1 24 | -11.6% | 15.6% |
资本支出强度AMBACSV
| Q4 25 | 2.7% | 7.5% | ||
| Q3 25 | 4.3% | 6.5% | ||
| Q2 25 | 5.3% | 2.8% | ||
| Q1 25 | 5.0% | 3.0% | ||
| Q4 24 | 3.0% | 4.5% | ||
| Q3 24 | 4.0% | 4.6% | ||
| Q2 24 | 2.1% | 3.5% | ||
| Q1 24 | 3.7% | 3.4% |
现金转化率AMBACSV
| Q4 25 | — | 1.15× | ||
| Q3 25 | — | 3.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.34× | ||
| Q1 24 | — | 2.83× |
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% |
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
