vs
安霸（AMBA）与DigitalBridge Group, Inc.（DBRG）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DigitalBridge Group, Inc.的1.0倍（$108.5M vs $105.7M），DigitalBridge Group, Inc.净利率更高（61.5% vs -13.9%，领先75.5%），安霸同比增速更快（31.2% vs 4.1%），DigitalBridge Group, Inc.自由现金流更多（$258.0M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 19.2%）
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。
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
AMBA vs DBRG — 直观对比
营收规模更大
AMBA
是对方的1.0倍
$105.7M
营收增速更快
AMBA
高出27.1%
4.1%
净利率更高
DBRG
高出75.5%
-13.9%
自由现金流更多
DBRG
多$226.6M
$31.4M
两年增速更快
AMBA
近两年复合增速
19.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $105.7M |
| 净利润 | $-15.1M | $65.1M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 61.5% |
| 营收同比 | 31.2% | 4.1% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.28 |
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AMBADBRG
| Q4 25 | $108.5M | $105.7M | ||
| Q3 25 | $95.5M | $93.3M | ||
| Q2 25 | $85.9M | $85.3M | ||
| Q1 25 | $84.0M | $90.1M | ||
| Q4 24 | $82.7M | $101.6M | ||
| Q3 24 | $63.7M | $76.6M | ||
| Q2 24 | $54.5M | $390.3M | ||
| Q1 24 | $51.6M | $74.4M |
净利润AMBADBRG
| Q4 25 | $-15.1M | $65.1M | ||
| Q3 25 | $-20.0M | $31.4M | ||
| Q2 25 | $-24.3M | $31.6M | ||
| Q1 25 | $-20.2M | $13.8M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $13.8M | ||
| Q2 24 | $-37.9M | $91.4M | ||
| Q1 24 | $-60.6M | $-29.6M |
毛利率AMBADBRG
| 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% | — |
营业利润率AMBADBRG
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -13.9% | ||
| Q2 25 | -30.1% | -31.2% | ||
| Q1 25 | -30.2% | -11.5% | ||
| Q4 24 | -30.9% | 5.7% | ||
| Q3 24 | -56.9% | 62.4% | ||
| Q2 24 | -72.4% | 33.5% | ||
| Q1 24 | -80.8% | -20.7% |
净利率AMBADBRG
| Q4 25 | -13.9% | 61.5% | ||
| Q3 25 | -20.9% | 33.7% | ||
| Q2 25 | -28.3% | 37.1% | ||
| Q1 25 | -24.1% | 15.3% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 18.0% | ||
| Q2 24 | -69.6% | 23.4% | ||
| Q1 24 | -117.4% | -39.8% |
每股收益（稀释后）AMBADBRG
| Q4 25 | $-0.35 | $0.28 | ||
| Q3 25 | $-0.47 | $0.09 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $-0.01 | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | $-0.01 | ||
| Q2 24 | $-0.93 | $0.44 | ||
| Q1 24 | $-1.51 | $-0.28 |
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 | $382.5M |
| 总债务越低越好 | — | $298.8M |
| 股东权益账面价值 | $590.1M | $2.1B |
| 总资产 | $751.9M | $3.4B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资AMBADBRG
| Q4 25 | $174.1M | $382.5M | ||
| Q3 25 | $142.7M | $358.4M | ||
| Q2 25 | $141.3M | $340.7M | ||
| Q1 25 | $144.6M | $349.9M | ||
| Q4 24 | $127.1M | $302.2M | ||
| Q3 24 | $153.9M | $294.4M | ||
| Q2 24 | $131.8M | $261.2M | ||
| Q1 24 | $144.9M | $247.4M |
总债务AMBADBRG
| Q4 25 | — | $298.8M | ||
| Q3 25 | — | $327.9M | ||
| Q2 25 | — | $298.0M | ||
| Q1 25 | — | $296.9M | ||
| Q4 24 | — | $296.4M | ||
| Q3 24 | — | $295.8M | ||
| Q2 24 | — | $295.3M | ||
| Q1 24 | — | $366.5M |
股东权益AMBADBRG
| Q4 25 | $590.1M | $2.1B | ||
| Q3 25 | $576.5M | $2.1B | ||
| Q2 25 | $572.7M | $2.0B | ||
| Q1 25 | $561.4M | $2.0B | ||
| Q4 24 | $554.3M | $2.0B | ||
| Q3 24 | $547.6M | $2.0B | ||
| Q2 24 | $555.4M | $2.0B | ||
| Q1 24 | $559.9M | $1.8B |
总资产AMBADBRG
| Q4 25 | $751.9M | $3.4B | ||
| Q3 25 | $706.4M | $3.5B | ||
| Q2 25 | $701.9M | $3.4B | ||
| Q1 25 | $689.0M | $3.4B | ||
| Q4 24 | $670.8M | $3.5B | ||
| Q3 24 | $650.3M | $3.5B | ||
| Q2 24 | $638.7M | $3.5B | ||
| Q1 24 | $657.7M | $3.5B |
负债/权益比AMBADBRG
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.20× |
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 | $259.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $258.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 244.0% |
| 资本支出强度资本支出/营收 | 2.7% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 3.99× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $440.5M |
8季度趋势，按日历期对齐
经营现金流AMBADBRG
| Q4 25 | $34.3M | $259.3M | ||
| Q3 25 | $5.5M | $56.5M | ||
| Q2 25 | $14.8M | $77.0M | ||
| Q1 25 | $25.4M | $50.3M | ||
| Q4 24 | $6.6M | $60.1M | ||
| Q3 24 | $16.7M | $35.9M | ||
| Q2 24 | $-15.0M | $22.5M | ||
| Q1 24 | $-4.0M | $-27.0M |
自由现金流AMBADBRG
| Q4 25 | $31.4M | $258.0M | ||
| Q3 25 | $1.4M | $56.1M | ||
| Q2 25 | $10.2M | $76.4M | ||
| Q1 25 | $21.2M | $50.0M | ||
| Q4 24 | $4.1M | $56.5M | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | $22.3M | ||
| Q1 24 | $-6.0M | $-30.1M |
自由现金流率AMBADBRG
| Q4 25 | 29.0% | 244.0% | ||
| Q3 25 | 1.4% | 60.2% | ||
| Q2 25 | 11.9% | 89.5% | ||
| Q1 25 | 25.3% | 55.5% | ||
| Q4 24 | 5.0% | 55.7% | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | 5.7% | ||
| Q1 24 | -11.6% | -40.4% |
资本支出强度AMBADBRG
| Q4 25 | 2.7% | 1.3% | ||
| Q3 25 | 4.3% | 0.4% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 0.3% | ||
| Q4 24 | 3.0% | 3.5% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 4.1% |
现金转化率AMBADBRG
| Q4 25 | — | 3.99× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.43× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 0.25× | ||
| 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% |
DBRG
暂无分部数据
