vs
安霸（AMBA）与EPR PROPERTIES（EPR）财务数据对比。点击上方公司名可切换其他公司
EPR PROPERTIES的季度营收约是安霸的1.7倍（$181.3M vs $108.5M），EPR PROPERTIES净利率更高（34.5% vs -13.9%，领先48.5%），安霸同比增速更快（31.2% vs 3.6%），过去两年安霸的营收复合增速更高（45.0% vs 2.3%）
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。
EPR地产（前身为娱乐地产信托）是总部位于美国密苏里州堪萨斯城的房地产投资信托企业，专注投资游乐园、电影院、滑雪度假村等娱乐类地产项目，截至2022年共持有353处物业。
AMBA vs EPR — 直观对比
营收规模更大
EPR
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出27.7%
3.6%
净利率更高
EPR
高出48.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $181.3M |
| 净利润 | $-15.1M | $62.6M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 55.5% |
| 净利率 | -13.9% | 34.5% |
| 营收同比 | 31.2% | 3.6% |
| 净利润同比 | 37.2% | 845.8% |
| 每股收益（稀释后） | $-0.35 | $0.74 |
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AMBAEPR
| Q1 26 | — | $181.3M | ||
| Q4 25 | $108.5M | $182.9M | ||
| Q3 25 | $95.5M | $182.3M | ||
| Q2 25 | $85.9M | $178.1M | ||
| Q1 25 | $84.0M | $175.0M | ||
| Q4 24 | $82.7M | $177.2M | ||
| Q3 24 | $63.7M | $180.5M | ||
| Q2 24 | $54.5M | $173.1M |
净利润AMBAEPR
| Q1 26 | — | $62.6M | ||
| Q4 25 | $-15.1M | $66.9M | ||
| Q3 25 | $-20.0M | $66.6M | ||
| Q2 25 | $-24.3M | $75.6M | ||
| Q1 25 | $-20.2M | $65.8M | ||
| Q4 24 | $-24.1M | $-8.4M | ||
| Q3 24 | $-34.9M | $46.6M | ||
| Q2 24 | $-37.9M | $45.1M |
毛利率AMBAEPR
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMBAEPR
| Q1 26 | — | 55.5% | ||
| Q4 25 | -15.0% | 56.8% | ||
| Q3 25 | -23.0% | 53.5% | ||
| Q2 25 | -30.1% | 62.5% | ||
| Q1 25 | -30.2% | 58.1% | ||
| Q4 24 | -30.9% | 25.5% | ||
| Q3 24 | -56.9% | 51.4% | ||
| Q2 24 | -72.4% | 45.9% |
净利率AMBAEPR
| Q1 26 | — | 34.5% | ||
| Q4 25 | -13.9% | 36.6% | ||
| Q3 25 | -20.9% | 36.5% | ||
| Q2 25 | -28.3% | 42.5% | ||
| Q1 25 | -24.1% | 37.6% | ||
| Q4 24 | -29.1% | -4.7% | ||
| Q3 24 | -54.8% | 25.8% | ||
| Q2 24 | -69.6% | 26.1% |
每股收益（稀释后）AMBAEPR
| Q1 26 | — | $0.74 | ||
| Q4 25 | $-0.35 | $0.80 | ||
| Q3 25 | $-0.47 | $0.79 | ||
| Q2 25 | $-0.58 | $0.91 | ||
| Q1 25 | $-0.48 | $0.78 | ||
| Q4 24 | $-0.58 | $-0.19 | ||
| Q3 24 | $-0.85 | $0.53 | ||
| Q2 24 | $-0.93 | $0.51 |
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 | $68.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $2.3B |
| 总资产 | $751.9M | $5.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMBAEPR
| Q1 26 | — | $68.5M | ||
| Q4 25 | $174.1M | $90.6M | ||
| Q3 25 | $142.7M | $13.7M | ||
| Q2 25 | $141.3M | $13.0M | ||
| Q1 25 | $144.6M | $20.6M | ||
| Q4 24 | $127.1M | $22.1M | ||
| Q3 24 | $153.9M | $35.3M | ||
| Q2 24 | $131.8M | $33.7M |
总债务AMBAEPR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
股东权益AMBAEPR
| Q1 26 | — | $2.3B | ||
| Q4 25 | $590.1M | $2.3B | ||
| Q3 25 | $576.5M | $2.3B | ||
| Q2 25 | $572.7M | $2.3B | ||
| Q1 25 | $561.4M | $2.3B | ||
| Q4 24 | $554.3M | $2.3B | ||
| Q3 24 | $547.6M | $2.4B | ||
| Q2 24 | $555.4M | $2.4B |
总资产AMBAEPR
| Q1 26 | — | $5.7B | ||
| Q4 25 | $751.9M | $5.7B | ||
| Q3 25 | $706.4M | $5.5B | ||
| Q2 25 | $701.9M | $5.6B | ||
| Q1 25 | $689.0M | $5.5B | ||
| Q4 24 | $670.8M | $5.6B | ||
| Q3 24 | $650.3M | $5.7B | ||
| Q2 24 | $638.7M | $5.6B |
负债/权益比AMBAEPR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.16× |
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 | $113.4M |
| 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% | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 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AMBAEPR
| Q1 26 | — | $113.4M | ||
| Q4 25 | $34.3M | $421.0M | ||
| Q3 25 | $5.5M | $136.5M | ||
| Q2 25 | $14.8M | $87.3M | ||
| Q1 25 | $25.4M | $99.4M | ||
| Q4 24 | $6.6M | $393.1M | ||
| Q3 24 | $16.7M | $122.0M | ||
| Q2 24 | $-15.0M | $78.7M |
自由现金流AMBAEPR
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $269.2M | ||
| Q3 25 | $1.4M | $132.1M | ||
| Q2 25 | $10.2M | $82.4M | ||
| Q1 25 | $21.2M | $84.7M | ||
| Q4 24 | $4.1M | $129.2M | ||
| Q3 24 | $14.2M | $121.5M | ||
| Q2 24 | $-16.1M | $71.3M |
自由现金流率AMBAEPR
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 147.1% | ||
| Q3 25 | 1.4% | 72.5% | ||
| Q2 25 | 11.9% | 46.3% | ||
| Q1 25 | 25.3% | 48.4% | ||
| Q4 24 | 5.0% | 72.9% | ||
| Q3 24 | 22.2% | 67.3% | ||
| Q2 24 | -29.5% | 41.2% |
资本支出强度AMBAEPR
| Q1 26 | — | 0.1% | ||
| Q4 25 | 2.7% | 82.9% | ||
| Q3 25 | 4.3% | 2.4% | ||
| Q2 25 | 5.3% | 2.7% | ||
| Q1 25 | 5.0% | 8.4% | ||
| Q4 24 | 3.0% | 148.9% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 4.2% |
现金转化率AMBAEPR
| Q1 26 | — | 1.81× | ||
| Q4 25 | — | 6.29× | ||
| Q3 25 | — | 2.05× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.62× | ||
| Q2 24 | — | 1.74× |
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% |
EPR
| Rental revenue | $155.2M | 86% |
| Mortgage and other financing income | $16.0M | 9% |
| Other | $10.1M | 6% |
