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安霸（AMBA）与CANTALOUPE, INC.（CTLP）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CANTALOUPE, INC.的1.4倍（$108.5M vs $78.7M），CANTALOUPE, INC.净利率更高（-0.1% vs -13.9%，领先13.8%），安霸同比增速更快（31.2% vs 6.8%），安霸自由现金流更多（$31.4M vs $-614.0K），过去两年安霸的营收复合增速更高（45.0% vs 7.7%）
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。
坎塔卢波（原美国技术公司）是一家美国科技企业，核心业务为ePort无现金支付受理技术，依托持专利的PCI合规ePort Connect服务开展运营。该服务可通过无线方式为消费者提供信用卡、借记卡以及Apple Pay、Google Pay等NFC钱包支付选项，同时为运营商提供遥测与机器间通信服务，ePort技术主要应用于...
AMBA vs CTLP — 直观对比
营收规模更大
AMBA
是对方的1.4倍
$78.7M
营收增速更快
AMBA
高出24.4%
6.8%
净利率更高
CTLP
高出13.8%
-13.9%
自由现金流更多
AMBA
多$32.0M
$-614.0K
两年增速更快
AMBA
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $78.7M |
| 净利润 | $-15.1M | $-70.0K |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 2.0% |
| 净利率 | -13.9% | -0.1% |
| 营收同比 | 31.2% | 6.8% |
| 净利润同比 | 37.2% | -101.4% |
| 每股收益（稀释后） | $-0.35 | $0.00 |
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AMBACTLP
| Q4 25 | $108.5M | $78.7M | ||
| Q3 25 | $95.5M | $80.9M | ||
| Q2 25 | $85.9M | $82.6M | ||
| Q1 25 | $84.0M | $75.4M | ||
| Q4 24 | $82.7M | $73.7M | ||
| Q3 24 | $63.7M | $70.8M | ||
| Q2 24 | $54.5M | $72.7M | ||
| Q1 24 | $51.6M | $67.9M |
净利润AMBACTLP
| Q4 25 | $-15.1M | $-70.0K | ||
| Q3 25 | $-20.0M | $-919.0K | ||
| Q2 25 | $-24.3M | $6.8M | ||
| Q1 25 | $-20.2M | $49.2M | ||
| Q4 24 | $-24.1M | $5.0M | ||
| Q3 24 | $-34.9M | $3.6M | ||
| Q2 24 | $-37.9M | $2.2M | ||
| Q1 24 | $-60.6M | $4.7M |
毛利率AMBACTLP
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | 39.6% |
营业利润率AMBACTLP
| Q4 25 | -15.0% | 2.0% | ||
| Q3 25 | -23.0% | 2.0% | ||
| Q2 25 | -30.1% | 6.3% | ||
| Q1 25 | -30.2% | 9.1% | ||
| Q4 24 | -30.9% | 8.4% | ||
| Q3 24 | -56.9% | 5.8% | ||
| Q2 24 | -72.4% | 4.9% | ||
| Q1 24 | -80.8% | 6.3% |
净利率AMBACTLP
| Q4 25 | -13.9% | -0.1% | ||
| Q3 25 | -20.9% | -1.1% | ||
| Q2 25 | -28.3% | 8.3% | ||
| Q1 25 | -24.1% | 65.2% | ||
| Q4 24 | -29.1% | 6.7% | ||
| Q3 24 | -54.8% | 5.0% | ||
| Q2 24 | -69.6% | 3.0% | ||
| Q1 24 | -117.4% | 6.9% |
每股收益（稀释后）AMBACTLP
| Q4 25 | $-0.35 | $0.00 | ||
| Q3 25 | $-0.47 | $-0.02 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $0.65 | ||
| Q4 24 | $-0.58 | $0.07 | ||
| Q3 24 | $-0.85 | $0.04 | ||
| Q2 24 | $-0.93 | $0.03 | ||
| Q1 24 | $-1.51 | $0.06 |
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 | $53.0M |
| 总债务越低越好 | — | $37.7M |
| 股东权益账面价值 | $590.1M | $252.5M |
| 总资产 | $751.9M | $381.9M |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMBACTLP
| Q4 25 | $174.1M | $53.0M | ||
| Q3 25 | $142.7M | $55.0M | ||
| Q2 25 | $141.3M | $51.1M | ||
| Q1 25 | $144.6M | $46.3M | ||
| Q4 24 | $127.1M | $27.7M | ||
| Q3 24 | $153.9M | $33.1M | ||
| Q2 24 | $131.8M | $58.9M | ||
| Q1 24 | $144.9M | $50.2M |
总债务AMBACTLP
| Q4 25 | — | $37.7M | ||
| Q3 25 | — | $38.3M | ||
| Q2 25 | — | $38.7M | ||
| Q1 25 | — | $39.2M | ||
| Q4 24 | — | $37.0M | ||
| Q3 24 | — | $37.3M | ||
| Q2 24 | — | $37.5M | ||
| Q1 24 | — | $38.1M |
股东权益AMBACTLP
| Q4 25 | $590.1M | $252.5M | ||
| Q3 25 | $576.5M | $251.8M | ||
| Q2 25 | $572.7M | $251.0M | ||
| Q1 25 | $561.4M | $240.7M | ||
| Q4 24 | $554.3M | $190.1M | ||
| Q3 24 | $547.6M | $186.2M | ||
| Q2 24 | $555.4M | $181.7M | ||
| Q1 24 | $559.9M | $178.8M |
总资产AMBACTLP
| Q4 25 | $751.9M | $381.9M | ||
| Q3 25 | $706.4M | $389.5M | ||
| Q2 25 | $701.9M | $381.9M | ||
| Q1 25 | $689.0M | $370.5M | ||
| Q4 24 | $670.8M | $303.0M | ||
| Q3 24 | $650.3M | $312.1M | ||
| Q2 24 | $638.7M | $335.6M | ||
| Q1 24 | $657.7M | $319.9M |
负债/权益比AMBACTLP
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $3.1M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-614.0K |
| 自由现金流率自由现金流/营收 | 29.0% | -0.8% |
| 资本支出强度资本支出/营收 | 2.7% | 4.8% |
| 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 | $25.8M |
8季度趋势，按日历期对齐
经营现金流AMBACTLP
| Q4 25 | $34.3M | $3.1M | ||
| Q3 25 | $5.5M | $7.0M | ||
| Q2 25 | $14.8M | $9.4M | ||
| Q1 25 | $25.4M | $22.4M | ||
| Q4 24 | $6.6M | $522.0K | ||
| Q3 24 | $16.7M | $-12.0M | ||
| Q2 24 | $-15.0M | $14.3M | ||
| Q1 24 | $-4.0M | $14.7M |
自由现金流AMBACTLP
| Q4 25 | $31.4M | $-614.0K | ||
| Q3 25 | $1.4M | $3.5M | ||
| Q2 25 | $10.2M | $4.3M | ||
| Q1 25 | $21.2M | $18.6M | ||
| Q4 24 | $4.1M | $-3.8M | ||
| Q3 24 | $14.2M | $-15.8M | ||
| Q2 24 | $-16.1M | $8.5M | ||
| Q1 24 | $-6.0M | $11.4M |
自由现金流率AMBACTLP
| Q4 25 | 29.0% | -0.8% | ||
| Q3 25 | 1.4% | 4.4% | ||
| Q2 25 | 11.9% | 5.3% | ||
| Q1 25 | 25.3% | 24.6% | ||
| Q4 24 | 5.0% | -5.1% | ||
| Q3 24 | 22.2% | -22.3% | ||
| Q2 24 | -29.5% | 11.7% | ||
| Q1 24 | -11.6% | 16.9% |
资本支出强度AMBACTLP
| Q4 25 | 2.7% | 4.8% | ||
| Q3 25 | 4.3% | 4.2% | ||
| Q2 25 | 5.3% | 6.2% | ||
| Q1 25 | 5.0% | 5.1% | ||
| Q4 24 | 3.0% | 5.8% | ||
| Q3 24 | 4.0% | 5.4% | ||
| Q2 24 | 2.1% | 7.9% | ||
| Q1 24 | 3.7% | 4.8% |
现金转化率AMBACTLP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | -3.36× | ||
| Q2 24 | — | 6.47× | ||
| Q1 24 | — | 3.16× |
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% |
CTLP
| Transaction Processing | $47.9M | 61% |
| Subscription Revenue | $21.8M | 28% |
| Products | $9.0M | 11% |
