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安霸（AMBA）与Donnelley Financial Solutions, Inc.（DFIN）财务数据对比。点击上方公司名可切换其他公司
Donnelley Financial Solutions, Inc.的季度营收约是安霸的1.6倍（$172.5M vs $108.5M），Donnelley Financial Solutions, Inc.净利率更高（3.6% vs -13.9%，领先17.5%），安霸同比增速更快（31.2% vs 10.4%），Donnelley Financial Solutions, Inc.自由现金流更多（$47.9M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs -7.9%）
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。
唐nelley金融解决方案（DFIN）是一家总部位于美国伊利诺伊州芝加哥市的金融合规企业，面向资本市场与投资市场的各类企业，提供符合美国监管要求的软件即服务产品、软件赋能服务、印刷业务及合规相关服务，助力客户满足合规要求。
AMBA vs DFIN — 直观对比
营收规模更大
DFIN
是对方的1.6倍
$108.5M
营收增速更快
AMBA
高出20.8%
10.4%
净利率更高
DFIN
高出17.5%
-13.9%
自由现金流更多
DFIN
多$16.5M
$31.4M
两年增速更快
AMBA
近两年复合增速
-7.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $172.5M |
| 净利润 | $-15.1M | $6.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 8.3% |
| 净利率 | -13.9% | 3.6% |
| 营收同比 | 31.2% | 10.4% |
| 净利润同比 | 37.2% | -1.6% |
| 每股收益（稀释后） | $-0.35 | $0.31 |
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AMBADFIN
| Q4 25 | $108.5M | $172.5M | ||
| Q3 25 | $95.5M | $175.3M | ||
| Q2 25 | $85.9M | $218.1M | ||
| Q1 25 | $84.0M | $201.1M | ||
| Q4 24 | $82.7M | $156.3M | ||
| Q3 24 | $63.7M | $179.5M | ||
| Q2 24 | $54.5M | $242.7M | ||
| Q1 24 | $51.6M | $203.4M |
净利润AMBADFIN
| Q4 25 | $-15.1M | $6.2M | ||
| Q3 25 | $-20.0M | $-40.9M | ||
| Q2 25 | $-24.3M | $36.1M | ||
| Q1 25 | $-20.2M | $31.0M | ||
| Q4 24 | $-24.1M | $6.3M | ||
| Q3 24 | $-34.9M | $8.7M | ||
| Q2 24 | $-37.9M | $44.1M | ||
| Q1 24 | $-60.6M | $33.3M |
毛利率AMBADFIN
| 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AMBADFIN
| Q4 25 | -15.0% | 8.3% | ||
| Q3 25 | -23.0% | 16.1% | ||
| Q2 25 | -30.1% | 24.2% | ||
| Q1 25 | -30.2% | 22.8% | ||
| Q4 24 | -30.9% | 6.0% | ||
| Q3 24 | -56.9% | 10.1% | ||
| Q2 24 | -72.4% | 26.6% | ||
| Q1 24 | -80.8% | 21.9% |
净利率AMBADFIN
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | -23.3% | ||
| Q2 25 | -28.3% | 16.6% | ||
| Q1 25 | -24.1% | 15.4% | ||
| Q4 24 | -29.1% | 4.0% | ||
| Q3 24 | -54.8% | 4.8% | ||
| Q2 24 | -69.6% | 18.2% | ||
| Q1 24 | -117.4% | 16.4% |
每股收益（稀释后）AMBADFIN
| Q4 25 | $-0.35 | $0.31 | ||
| Q3 25 | $-0.47 | $-1.49 | ||
| Q2 25 | $-0.58 | $1.28 | ||
| Q1 25 | $-0.48 | $1.05 | ||
| Q4 24 | $-0.58 | $0.21 | ||
| Q3 24 | $-0.85 | $0.29 | ||
| Q2 24 | $-0.93 | $1.47 | ||
| Q1 24 | $-1.51 | $1.09 |
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 | $24.5M |
| 总债务越低越好 | — | $171.3M |
| 股东权益账面价值 | $590.1M | $379.2M |
| 总资产 | $751.9M | $800.4M |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资AMBADFIN
| Q4 25 | $174.1M | $24.5M | ||
| Q3 25 | $142.7M | $22.7M | ||
| Q2 25 | $141.3M | $33.8M | ||
| Q1 25 | $144.6M | $16.2M | ||
| Q4 24 | $127.1M | $57.3M | ||
| Q3 24 | $153.9M | $33.6M | ||
| Q2 24 | $131.8M | $35.0M | ||
| Q1 24 | $144.9M | $43.7M |
总债务AMBADFIN
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBADFIN
| Q4 25 | $590.1M | $379.2M | ||
| Q3 25 | $576.5M | $423.1M | ||
| Q2 25 | $572.7M | $432.1M | ||
| Q1 25 | $561.4M | $419.9M | ||
| Q4 24 | $554.3M | $436.1M | ||
| Q3 24 | $547.6M | $444.5M | ||
| Q2 24 | $555.4M | $441.5M | ||
| Q1 24 | $559.9M | $408.9M |
总资产AMBADFIN
| Q4 25 | $751.9M | $800.4M | ||
| Q3 25 | $706.4M | $816.3M | ||
| Q2 25 | $701.9M | $874.7M | ||
| Q1 25 | $689.0M | $852.8M | ||
| Q4 24 | $670.8M | $841.6M | ||
| Q3 24 | $650.3M | $843.6M | ||
| Q2 24 | $638.7M | $882.9M | ||
| Q1 24 | $657.7M | $867.8M |
负债/权益比AMBADFIN
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $59.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $47.9M |
| 自由现金流率自由现金流/营收 | 29.0% | 27.8% |
| 资本支出强度资本支出/营收 | 2.7% | 6.9% |
| 现金转化率经营现金流/净利润 | — | 9.65× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $107.8M |
8季度趋势，按日历期对齐
经营现金流AMBADFIN
| Q4 25 | $34.3M | $59.8M | ||
| Q3 25 | $5.5M | $74.4M | ||
| Q2 25 | $14.8M | $68.4M | ||
| Q1 25 | $25.4M | $-37.7M | ||
| Q4 24 | $6.6M | $56.4M | ||
| Q3 24 | $16.7M | $86.4M | ||
| Q2 24 | $-15.0M | $56.2M | ||
| Q1 24 | $-4.0M | $-27.9M |
自由现金流AMBADFIN
| Q4 25 | $31.4M | $47.9M | ||
| Q3 25 | $1.4M | $59.2M | ||
| Q2 25 | $10.2M | $51.7M | ||
| Q1 25 | $21.2M | $-51.0M | ||
| Q4 24 | $4.1M | $41.3M | ||
| Q3 24 | $14.2M | $67.3M | ||
| Q2 24 | $-16.1M | $36.8M | ||
| Q1 24 | $-6.0M | $-40.2M |
自由现金流率AMBADFIN
| Q4 25 | 29.0% | 27.8% | ||
| Q3 25 | 1.4% | 33.8% | ||
| Q2 25 | 11.9% | 23.7% | ||
| Q1 25 | 25.3% | -25.4% | ||
| Q4 24 | 5.0% | 26.4% | ||
| Q3 24 | 22.2% | 37.5% | ||
| Q2 24 | -29.5% | 15.2% | ||
| Q1 24 | -11.6% | -19.8% |
资本支出强度AMBADFIN
| Q4 25 | 2.7% | 6.9% | ||
| Q3 25 | 4.3% | 8.7% | ||
| Q2 25 | 5.3% | 7.7% | ||
| Q1 25 | 5.0% | 6.6% | ||
| Q4 24 | 3.0% | 9.7% | ||
| Q3 24 | 4.0% | 10.6% | ||
| Q2 24 | 2.1% | 8.0% | ||
| Q1 24 | 3.7% | 6.0% |
现金转化率AMBADFIN
| Q4 25 | — | 9.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | -1.22× | ||
| Q4 24 | — | 8.95× | ||
| Q3 24 | — | 9.93× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | -0.84× |
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% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
