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安霸(AMBA)与DIGI INTERNATIONAL INC(DGII)财务数据对比。点击上方公司名可切换其他公司
DIGI INTERNATIONAL INC的季度营收约是安霸的1.2倍($130.7M vs $108.5M),DIGI INTERNATIONAL INC净利率更高(8.6% vs -13.9%,领先22.6%),安霸同比增速更快(31.2% vs 25.1%),过去两年安霸的营收复合增速更高(45.0% vs 11.5%)
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。
Digi International Inc.是总部位于美国明尼苏达州霍普金斯的工业物联网(IIoT)科技企业,成立于1985年。上世纪90年代初,该公司以生产多线路串行数据卡闻名,可支持兼容机运行多线路公告板系统(BBS)。90年代末互联网兴起后,公司逐步转向网络接入设备与工业监测领域布局。
AMBA vs DGII — 直观对比
营收规模更大
DGII
是对方的1.2倍
$108.5M
营收增速更快
AMBA
高出6.1%
25.1%
净利率更高
DGII
高出22.6%
-13.9%
两年增速更快
AMBA
近两年复合增速
11.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $108.5M | $130.7M |
| 净利润 | $-15.1M | $11.3M |
| 毛利率 | 59.6% | 64.0% |
| 营业利润率 | -15.0% | 13.1% |
| 净利率 | -13.9% | 8.6% |
| 营收同比 | 31.2% | 25.1% |
| 净利润同比 | 37.2% | 7.7% |
| 每股收益(稀释后) | $-0.35 | $0.29 |
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
AMBA
DGII
| Q1 26 | — | $130.7M | ||
| Q4 25 | $108.5M | $122.5M | ||
| Q3 25 | $95.5M | $114.3M | ||
| Q2 25 | $85.9M | $107.5M | ||
| Q1 25 | $84.0M | $104.5M | ||
| Q4 24 | $82.7M | $103.9M | ||
| Q3 24 | $63.7M | $105.1M | ||
| Q2 24 | $54.5M | $105.2M |
净利润
AMBA
DGII
| Q1 26 | — | $11.3M | ||
| Q4 25 | $-15.1M | $11.7M | ||
| Q3 25 | $-20.0M | $10.0M | ||
| Q2 25 | $-24.3M | $10.2M | ||
| Q1 25 | $-20.2M | $10.5M | ||
| Q4 24 | $-24.1M | $10.1M | ||
| Q3 24 | $-34.9M | $11.9M | ||
| Q2 24 | $-37.9M | $9.7M |
毛利率
AMBA
DGII
| Q1 26 | — | 64.0% | ||
| Q4 25 | 59.6% | 62.4% | ||
| Q3 25 | 58.9% | 63.9% | ||
| Q2 25 | 60.0% | 63.5% | ||
| Q1 25 | 60.0% | 62.1% | ||
| Q4 24 | 60.6% | 62.0% | ||
| Q3 24 | 60.8% | 61.1% | ||
| Q2 24 | 60.9% | 59.2% |
营业利润率
AMBA
DGII
| Q1 26 | — | 13.1% | ||
| Q4 25 | -15.0% | 13.3% | ||
| Q3 25 | -23.0% | 12.5% | ||
| Q2 25 | -30.1% | 13.9% | ||
| Q1 25 | -30.2% | 13.1% | ||
| Q4 24 | -30.9% | 12.9% | ||
| Q3 24 | -56.9% | 14.2% | ||
| Q2 24 | -72.4% | 12.3% |
净利率
AMBA
DGII
| Q1 26 | — | 8.6% | ||
| Q4 25 | -13.9% | 9.6% | ||
| Q3 25 | -20.9% | 8.7% | ||
| Q2 25 | -28.3% | 9.5% | ||
| Q1 25 | -24.1% | 10.0% | ||
| Q4 24 | -29.1% | 9.7% | ||
| Q3 24 | -54.8% | 11.3% | ||
| Q2 24 | -69.6% | 9.2% |
每股收益(稀释后)
AMBA
DGII
| Q1 26 | — | $0.29 | ||
| Q4 25 | $-0.35 | $0.31 | ||
| Q3 25 | $-0.47 | $0.26 | ||
| Q2 25 | $-0.58 | $0.27 | ||
| Q1 25 | $-0.48 | $0.28 | ||
| Q4 24 | $-0.58 | $0.27 | ||
| Q3 24 | $-0.85 | $0.32 | ||
| Q2 24 | $-0.93 | $0.26 |
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 | $31.7M |
| 总债务越低越好 | — | $143.0M |
| 股东权益账面价值 | $590.1M | $666.0M |
| 总资产 | $751.9M | $974.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
AMBA
DGII
| Q1 26 | — | $31.7M | ||
| Q4 25 | $174.1M | $30.9M | ||
| Q3 25 | $142.7M | $21.9M | ||
| Q2 25 | $141.3M | $20.1M | ||
| Q1 25 | $144.6M | $26.3M | ||
| Q4 24 | $127.1M | $25.9M | ||
| Q3 24 | $153.9M | $27.5M | ||
| Q2 24 | $131.8M | $28.3M |
总债务
AMBA
DGII
| Q1 26 | — | $143.0M | ||
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | $159.2M | ||
| Q2 25 | — | $40.1M | ||
| Q1 25 | — | $70.0M | ||
| Q4 24 | — | $95.0M | ||
| Q3 24 | — | $123.2M | ||
| Q2 24 | — | $151.6M |
股东权益
AMBA
DGII
| Q1 26 | — | $666.0M | ||
| Q4 25 | $590.1M | $649.2M | ||
| Q3 25 | $576.5M | $636.1M | ||
| Q2 25 | $572.7M | $621.5M | ||
| Q1 25 | $561.4M | $605.2M | ||
| Q4 24 | $554.3M | $590.7M | ||
| Q3 24 | $547.6M | $581.0M | ||
| Q2 24 | $555.4M | $563.1M |
总资产
AMBA
DGII
| Q1 26 | — | $974.2M | ||
| Q4 25 | $751.9M | $918.4M | ||
| Q3 25 | $706.4M | $922.6M | ||
| Q2 25 | $701.9M | $770.3M | ||
| Q1 25 | $689.0M | $781.0M | ||
| Q4 24 | $670.8M | $796.1M | ||
| Q3 24 | $650.3M | $815.1M | ||
| Q2 24 | $638.7M | $820.4M |
负债/权益比
AMBA
DGII
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.27× |
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 | $77.1M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | 6.82× |
| 过去12个月自由现金流最近4个季度 | $64.3M | — |
8季度趋势,按日历期对齐
经营现金流
AMBA
DGII
| Q1 26 | — | $77.1M | ||
| Q4 25 | $34.3M | $35.6M | ||
| Q3 25 | $5.5M | $28.0M | ||
| Q2 25 | $14.8M | $24.0M | ||
| Q1 25 | $25.4M | $26.3M | ||
| Q4 24 | $6.6M | $29.7M | ||
| Q3 24 | $16.7M | $26.4M | ||
| Q2 24 | $-15.0M | $24.9M |
自由现金流
AMBA
DGII
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $35.2M | ||
| Q3 25 | $1.4M | $27.5M | ||
| Q2 25 | $10.2M | $22.9M | ||
| Q1 25 | $21.2M | $25.7M | ||
| Q4 24 | $4.1M | $29.1M | ||
| Q3 24 | $14.2M | $25.5M | ||
| Q2 24 | $-16.1M | $24.5M |
自由现金流率
AMBA
DGII
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 28.7% | ||
| Q3 25 | 1.4% | 24.1% | ||
| Q2 25 | 11.9% | 21.3% | ||
| Q1 25 | 25.3% | 24.6% | ||
| Q4 24 | 5.0% | 28.1% | ||
| Q3 24 | 22.2% | 24.3% | ||
| Q2 24 | -29.5% | 23.2% |
资本支出强度
AMBA
DGII
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.4% | ||
| Q3 25 | 4.3% | 0.4% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 0.5% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 4.0% | 0.9% | ||
| Q2 24 | 2.1% | 0.5% |
现金转化率
AMBA
DGII
| Q1 26 | — | 6.82× | ||
| Q4 25 | — | 3.04× | ||
| Q3 25 | — | 2.81× | ||
| Q2 25 | — | 2.34× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 2.95× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | — | 2.57× |
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% |
DGII
暂无分部数据