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安霸（AMBA）与Cytek Biosciences, Inc.（CTKB）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Cytek Biosciences, Inc.的1.7倍（$108.5M vs $62.1M），安霸净利率更高（-13.9% vs -70.9%，领先57.0%），安霸同比增速更快（31.2% vs 8.1%），安霸自由现金流更多（$31.4M vs $-1.8M），过去两年安霸的营收复合增速更高（45.0% vs 17.7%）
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。
Cytek Biosciences主营高性能流式细胞分析系统、配套试剂及分析软件的研发、生产与商业化，产品服务覆盖生命科学研究、临床诊断、生物制药开发等领域，客户遍及全球多个主要地区。
AMBA vs CTKB — 直观对比
营收规模更大
AMBA
是对方的1.7倍
$62.1M
营收增速更快
AMBA
高出23.1%
8.1%
净利率更高
AMBA
高出57.0%
-70.9%
自由现金流更多
AMBA
多$33.2M
$-1.8M
两年增速更快
AMBA
近两年复合增速
17.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $62.1M |
| 净利润 | $-15.1M | $-44.1M |
| 毛利率 | 59.6% | 52.9% |
| 营业利润率 | -15.0% | -9.0% |
| 净利率 | -13.9% | -70.9% |
| 营收同比 | 31.2% | 8.1% |
| 净利润同比 | 37.2% | -557.1% |
| 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AMBACTKB
| Q4 25 | $108.5M | $62.1M | ||
| Q3 25 | $95.5M | $52.3M | ||
| Q2 25 | $85.9M | $45.6M | ||
| Q1 25 | $84.0M | $41.5M | ||
| Q4 24 | $82.7M | $57.5M | ||
| Q3 24 | $63.7M | $51.5M | ||
| Q2 24 | $54.5M | $46.6M | ||
| Q1 24 | $51.6M | $44.9M |
净利润AMBACTKB
| Q4 25 | $-15.1M | $-44.1M | ||
| Q3 25 | $-20.0M | $-5.5M | ||
| Q2 25 | $-24.3M | $-5.6M | ||
| Q1 25 | $-20.2M | $-11.4M | ||
| Q4 24 | $-24.1M | $9.6M | ||
| Q3 24 | $-34.9M | $941.0K | ||
| Q2 24 | $-37.9M | $-10.4M | ||
| Q1 24 | $-60.6M | $-6.2M |
毛利率AMBACTKB
| Q4 25 | 59.6% | 52.9% | ||
| Q3 25 | 58.9% | 52.7% | ||
| Q2 25 | 60.0% | 52.3% | ||
| Q1 25 | 60.0% | 48.6% | ||
| Q4 24 | 60.6% | 58.5% | ||
| Q3 24 | 60.8% | 56.3% | ||
| Q2 24 | 60.9% | 54.6% | ||
| Q1 24 | 59.8% | 51.3% |
营业利润率AMBACTKB
| Q4 25 | -15.0% | -9.0% | ||
| Q3 25 | -23.0% | -17.6% | ||
| Q2 25 | -30.1% | -23.3% | ||
| Q1 25 | -30.2% | -36.1% | ||
| Q4 24 | -30.9% | 5.2% | ||
| Q3 24 | -56.9% | -8.2% | ||
| Q2 24 | -72.4% | -18.3% | ||
| Q1 24 | -80.8% | -23.9% |
净利率AMBACTKB
| Q4 25 | -13.9% | -70.9% | ||
| Q3 25 | -20.9% | -10.5% | ||
| Q2 25 | -28.3% | -12.2% | ||
| Q1 25 | -24.1% | -27.5% | ||
| Q4 24 | -29.1% | 16.8% | ||
| Q3 24 | -54.8% | 1.8% | ||
| Q2 24 | -69.6% | -22.4% | ||
| Q1 24 | -117.4% | -13.8% |
每股收益（稀释后）AMBACTKB
| 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 | $90.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $341.7M |
| 总资产 | $751.9M | $461.5M |
| 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AMBACTKB
| Q4 25 | $174.1M | $90.9M | ||
| Q3 25 | $142.7M | $93.3M | ||
| Q2 25 | $141.3M | $75.5M | ||
| Q1 25 | $144.6M | $95.3M | ||
| Q4 24 | $127.1M | $98.7M | ||
| Q3 24 | $153.9M | $162.3M | ||
| Q2 24 | $131.8M | $177.9M | ||
| Q1 24 | $144.9M | $168.8M |
股东权益AMBACTKB
| Q4 25 | $590.1M | $341.7M | ||
| Q3 25 | $576.5M | $378.6M | ||
| Q2 25 | $572.7M | $377.6M | ||
| Q1 25 | $561.4M | $379.6M | ||
| Q4 24 | $554.3M | $395.7M | ||
| Q3 24 | $547.6M | $385.5M | ||
| Q2 24 | $555.4M | $389.1M | ||
| Q1 24 | $559.9M | $392.6M |
总资产AMBACTKB
| Q4 25 | $751.9M | $461.5M | ||
| Q3 25 | $706.4M | $494.9M | ||
| Q2 25 | $701.9M | $493.3M | ||
| Q1 25 | $689.0M | $482.6M | ||
| Q4 24 | $670.8M | $499.5M | ||
| Q3 24 | $650.3M | $491.2M | ||
| Q2 24 | $638.7M | $483.7M | ||
| Q1 24 | $657.7M | $492.1M |
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 | $-771.0K |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-1.8M |
| 自由现金流率自由现金流/营收 | 29.0% | -2.9% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 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 | $-8.8M |
8季度趋势，按日历期对齐
经营现金流AMBACTKB
| Q4 25 | $34.3M | $-771.0K | ||
| Q3 25 | $5.5M | $-3.9M | ||
| Q2 25 | $14.8M | $108.0K | ||
| Q1 25 | $25.4M | $-125.0K | ||
| Q4 24 | $6.6M | $2.0M | ||
| Q3 24 | $16.7M | $13.2M | ||
| Q2 24 | $-15.0M | $6.2M | ||
| Q1 24 | $-4.0M | $4.0M |
自由现金流AMBACTKB
| Q4 25 | $31.4M | $-1.8M | ||
| Q3 25 | $1.4M | $-4.6M | ||
| Q2 25 | $10.2M | $-1.5M | ||
| Q1 25 | $21.2M | $-974.0K | ||
| Q4 24 | $4.1M | $1.1M | ||
| Q3 24 | $14.2M | $12.2M | ||
| Q2 24 | $-16.1M | $5.2M | ||
| Q1 24 | $-6.0M | $3.4M |
自由现金流率AMBACTKB
| Q4 25 | 29.0% | -2.9% | ||
| Q3 25 | 1.4% | -8.7% | ||
| Q2 25 | 11.9% | -3.2% | ||
| Q1 25 | 25.3% | -2.3% | ||
| Q4 24 | 5.0% | 1.9% | ||
| Q3 24 | 22.2% | 23.7% | ||
| Q2 24 | -29.5% | 11.0% | ||
| Q1 24 | -11.6% | 7.6% |
资本支出强度AMBACTKB
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 5.0% | 2.0% | ||
| Q4 24 | 3.0% | 1.6% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 2.1% | 2.3% | ||
| Q1 24 | 3.7% | 1.3% |
现金转化率AMBACTKB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 14.05× | ||
| 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% |
CTKB
| Products | $46.6M | 75% |
| Services | $15.5M | 25% |
