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安霸（AMBA）与Ecovyst Inc.（ECVT）财务数据对比。点击上方公司名可切换其他公司
Ecovyst Inc.的季度营收约是安霸的1.8倍（$199.4M vs $108.5M），Ecovyst Inc.同比增速更快（34.0% vs 31.2%），安霸自由现金流更多（$31.4M vs $22.9M），过去两年安霸的营收复合增速更高（45.0% vs 18.7%）
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。
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
AMBA vs ECVT — 直观对比
营收规模更大
ECVT
是对方的1.8倍
$108.5M
营收增速更快
ECVT
高出2.8%
31.2%
自由现金流更多
AMBA
多$8.5M
$22.9M
两年增速更快
AMBA
近两年复合增速
18.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $199.4M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | 23.4% |
| 营业利润率 | -15.0% | 10.9% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 34.0% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.06 |
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AMBAECVT
| Q4 25 | $108.5M | $199.4M | ||
| Q3 25 | $95.5M | $204.9M | ||
| Q2 25 | $85.9M | $176.1M | ||
| Q1 25 | $84.0M | $143.1M | ||
| Q4 24 | $82.7M | $148.9M | ||
| Q3 24 | $63.7M | $153.9M | ||
| Q2 24 | $54.5M | $154.0M | ||
| Q1 24 | $51.6M | $141.6M |
净利润AMBAECVT
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-79.3M | ||
| Q2 25 | $-24.3M | $6.0M | ||
| Q1 25 | $-20.2M | $-3.6M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $14.3M | ||
| Q2 24 | $-37.9M | $8.3M | ||
| Q1 24 | $-60.6M | $1.2M |
毛利率AMBAECVT
| Q4 25 | 59.6% | 23.4% | ||
| Q3 25 | 58.9% | 25.4% | ||
| Q2 25 | 60.0% | 22.8% | ||
| Q1 25 | 60.0% | 13.3% | ||
| Q4 24 | 60.6% | 28.9% | ||
| Q3 24 | 60.8% | 29.3% | ||
| Q2 24 | 60.9% | 27.3% | ||
| Q1 24 | 59.8% | 23.5% |
营业利润率AMBAECVT
| Q4 25 | -15.0% | 10.9% | ||
| Q3 25 | -23.0% | 13.8% | ||
| Q2 25 | -30.1% | 9.0% | ||
| Q1 25 | -30.2% | -0.7% | ||
| Q4 24 | -30.9% | 15.1% | ||
| Q3 24 | -56.9% | 17.9% | ||
| Q2 24 | -72.4% | 14.1% | ||
| Q1 24 | -80.8% | 9.5% |
净利率AMBAECVT
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -38.7% | ||
| Q2 25 | -28.3% | 3.4% | ||
| Q1 25 | -24.1% | -2.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 9.3% | ||
| Q2 24 | -69.6% | 5.4% | ||
| Q1 24 | -117.4% | 0.9% |
每股收益（稀释后）AMBAECVT
| Q4 25 | $-0.35 | $0.06 | ||
| Q3 25 | $-0.47 | $-0.69 | ||
| Q2 25 | $-0.58 | $0.05 | ||
| Q1 25 | $-0.48 | $-0.03 | ||
| Q4 24 | $-0.58 | $-0.26 | ||
| Q3 24 | $-0.85 | $0.12 | ||
| Q2 24 | $-0.93 | $0.07 | ||
| Q1 24 | $-1.51 | $0.01 |
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 | $197.2M |
| 总债务越低越好 | — | $392.6M |
| 股东权益账面价值 | $590.1M | $603.4M |
| 总资产 | $751.9M | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资AMBAECVT
| Q4 25 | $174.1M | $197.2M | ||
| Q3 25 | $142.7M | $82.0M | ||
| Q2 25 | $141.3M | $69.6M | ||
| Q1 25 | $144.6M | $127.5M | ||
| Q4 24 | $127.1M | $131.4M | ||
| Q3 24 | $153.9M | $123.5M | ||
| Q2 24 | $131.8M | $83.3M | ||
| Q1 24 | $144.9M | $103.1M |
总债务AMBAECVT
| Q4 25 | — | $392.6M | ||
| Q3 25 | — | $854.8M | ||
| Q2 25 | — | $856.6M | ||
| Q1 25 | — | $859.0M | ||
| Q4 24 | — | $860.8M | ||
| Q3 24 | — | $862.7M | ||
| Q2 24 | — | $862.4M | ||
| Q1 24 | — | $866.2M |
股东权益AMBAECVT
| Q4 25 | $590.1M | $603.4M | ||
| Q3 25 | $576.5M | $607.9M | ||
| Q2 25 | $572.7M | $692.4M | ||
| Q1 25 | $561.4M | $698.7M | ||
| Q4 24 | $554.3M | $700.5M | ||
| Q3 24 | $547.6M | $729.4M | ||
| Q2 24 | $555.4M | $717.3M | ||
| Q1 24 | $559.9M | $711.4M |
总资产AMBAECVT
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $706.4M | $1.7B | ||
| Q2 25 | $701.9M | $1.8B | ||
| Q1 25 | $689.0M | $1.8B | ||
| Q4 24 | $670.8M | $1.8B | ||
| Q3 24 | $650.3M | $1.8B | ||
| Q2 24 | $638.7M | $1.8B | ||
| Q1 24 | $657.7M | $1.8B |
负债/权益比AMBAECVT
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 1.22× |
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 | $41.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $22.9M |
| 自由现金流率自由现金流/营收 | 29.0% | 11.5% |
| 资本支出强度资本支出/营收 | 2.7% | 9.4% |
| 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 | $69.9M |
8季度趋势，按日历期对齐
经营现金流AMBAECVT
| Q4 25 | $34.3M | $41.8M | ||
| Q3 25 | $5.5M | $55.3M | ||
| Q2 25 | $14.8M | $33.0M | ||
| Q1 25 | $25.4M | $10.3M | ||
| Q4 24 | $6.6M | $43.5M | ||
| Q3 24 | $16.7M | $59.9M | ||
| Q2 24 | $-15.0M | $10.0M | ||
| Q1 24 | $-4.0M | $36.5M |
自由现金流AMBAECVT
| Q4 25 | $31.4M | $22.9M | ||
| Q3 25 | $1.4M | $53.2M | ||
| Q2 25 | $10.2M | $7.8M | ||
| Q1 25 | $21.2M | $-14.0M | ||
| Q4 24 | $4.1M | $30.9M | ||
| Q3 24 | $14.2M | $53.6M | ||
| Q2 24 | $-16.1M | $-9.3M | ||
| Q1 24 | $-6.0M | $19.1M |
自由现金流率AMBAECVT
| Q4 25 | 29.0% | 11.5% | ||
| Q3 25 | 1.4% | 26.0% | ||
| Q2 25 | 11.9% | 4.4% | ||
| Q1 25 | 25.3% | -9.8% | ||
| Q4 24 | 5.0% | 20.7% | ||
| Q3 24 | 22.2% | 34.9% | ||
| Q2 24 | -29.5% | -6.1% | ||
| Q1 24 | -11.6% | 13.5% |
资本支出强度AMBAECVT
| Q4 25 | 2.7% | 9.4% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 5.3% | 14.4% | ||
| Q1 25 | 5.0% | 16.9% | ||
| Q4 24 | 3.0% | 8.5% | ||
| Q3 24 | 4.0% | 4.1% | ||
| Q2 24 | 2.1% | 12.5% | ||
| Q1 24 | 3.7% | 12.3% |
现金转化率AMBAECVT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.52× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.21× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 29.90× |
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% |
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
