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安霸（AMBA）与Esperion Therapeutics, Inc.（ESPR）财务数据对比。点击上方公司名可切换其他公司
Esperion Therapeutics, Inc.的季度营收约是安霸的1.6倍（$168.4M vs $108.5M），Esperion Therapeutics, Inc.同比增速更快（143.7% vs 31.2%），过去两年安霸的营收复合增速更高（45.0% vs 10.6%）
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。
Esperion Therapeutics, Inc.是一家上市美国药企，专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸，公司总部位于密歇根州安娜堡，目前核心研发管线围绕这款降脂创新药物推进，深耕血脂异常治疗领域的创新药物开发。
AMBA vs ESPR — 直观对比
营收规模更大
ESPR
是对方的1.6倍
$108.5M
营收增速更快
ESPR
高出112.5%
31.2%
两年增速更快
AMBA
近两年复合增速
10.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $168.4M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 50.6% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 143.7% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.32 |
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AMBAESPR
| Q4 25 | $108.5M | $168.4M | ||
| Q3 25 | $95.5M | $87.3M | ||
| Q2 25 | $85.9M | $82.4M | ||
| Q1 25 | $84.0M | $65.0M | ||
| Q4 24 | $82.7M | $69.1M | ||
| Q3 24 | $63.7M | $51.6M | ||
| Q2 24 | $54.5M | $73.8M | ||
| Q1 24 | $51.6M | $137.7M |
净利润AMBAESPR
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-31.3M | ||
| Q2 25 | $-24.3M | $-12.7M | ||
| Q1 25 | $-20.2M | $-40.5M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-29.5M | ||
| Q2 24 | $-37.9M | $-61.9M | ||
| Q1 24 | $-60.6M | $61.0M |
毛利率AMBAESPR
| 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AMBAESPR
| Q4 25 | -15.0% | 50.6% | ||
| Q3 25 | -23.0% | -11.4% | ||
| Q2 25 | -30.1% | 8.6% | ||
| Q1 25 | -30.2% | -34.0% | ||
| Q4 24 | -30.9% | -6.4% | ||
| Q3 24 | -56.9% | -31.0% | ||
| Q2 24 | -72.4% | 3.5% | ||
| Q1 24 | -80.8% | 52.5% |
净利率AMBAESPR
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -35.9% | ||
| Q2 25 | -28.3% | -15.4% | ||
| Q1 25 | -24.1% | -62.2% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -57.2% | ||
| Q2 24 | -69.6% | -83.9% | ||
| Q1 24 | -117.4% | 44.3% |
每股收益（稀释后）AMBAESPR
| Q4 25 | $-0.35 | $0.32 | ||
| Q3 25 | $-0.47 | $-0.16 | ||
| Q2 25 | $-0.58 | $-0.06 | ||
| Q1 25 | $-0.48 | $-0.21 | ||
| Q4 24 | $-0.58 | $-0.14 | ||
| Q3 24 | $-0.85 | $-0.15 | ||
| Q2 24 | $-0.93 | $-0.33 | ||
| Q1 24 | $-1.51 | $0.34 |
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 | $167.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $-302.0M |
| 总资产 | $751.9M | $465.9M |
| 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AMBAESPR
| Q4 25 | $174.1M | $167.9M | ||
| Q3 25 | $142.7M | $92.4M | ||
| Q2 25 | $141.3M | $86.1M | ||
| Q1 25 | $144.6M | $114.6M | ||
| Q4 24 | $127.1M | $144.8M | ||
| Q3 24 | $153.9M | $144.7M | ||
| Q2 24 | $131.8M | $189.3M | ||
| Q1 24 | $144.9M | $226.6M |
股东权益AMBAESPR
| Q4 25 | $590.1M | $-302.0M | ||
| Q3 25 | $576.5M | $-451.4M | ||
| Q2 25 | $572.7M | $-433.5M | ||
| Q1 25 | $561.4M | $-426.2M | ||
| Q4 24 | $554.3M | $-388.7M | ||
| Q3 24 | $547.6M | $-370.2M | ||
| Q2 24 | $555.4M | $-344.2M | ||
| Q1 24 | $559.9M | $-294.3M |
总资产AMBAESPR
| Q4 25 | $751.9M | $465.9M | ||
| Q3 25 | $706.4M | $364.0M | ||
| Q2 25 | $701.9M | $347.1M | ||
| Q1 25 | $689.0M | $324.0M | ||
| Q4 24 | $670.8M | $343.8M | ||
| Q3 24 | $650.3M | $314.1M | ||
| Q2 24 | $638.7M | $352.3M | ||
| Q1 24 | $657.7M | $373.1M |
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 | $45.2M |
| 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% | 0.0% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMBAESPR
| Q4 25 | $34.3M | $45.2M | ||
| Q3 25 | $5.5M | $-4.3M | ||
| Q2 25 | $14.8M | $-31.4M | ||
| Q1 25 | $25.4M | $-22.6M | ||
| Q4 24 | $6.6M | $-35.0M | ||
| Q3 24 | $16.7M | $-35.3M | ||
| Q2 24 | $-15.0M | $-7.2M | ||
| Q1 24 | $-4.0M | $53.8M |
自由现金流AMBAESPR
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | $-35.5M | ||
| Q2 24 | $-16.1M | $-7.3M | ||
| Q1 24 | $-6.0M | $53.8M |
自由现金流率AMBAESPR
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | -68.7% | ||
| Q2 24 | -29.5% | -9.9% | ||
| Q1 24 | -11.6% | 39.0% |
资本支出强度AMBAESPR
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 0.1% |
现金转化率AMBAESPR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.88× |
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% |
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
