vs
安霸（AMBA）与Empire State Realty Trust, Inc.（ESRT）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty Trust, Inc.的季度营收约是安霸的1.8倍（$190.3M vs $108.5M），Empire State Realty Trust, Inc.净利率更高（1.6% vs -13.9%，领先15.5%），安霸同比增速更快（31.2% vs 5.7%），过去两年安霸的营收复合增速更高（45.0% vs 0.2%）
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。
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
AMBA vs ESRT — 直观对比
营收规模更大
ESRT
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出25.5%
5.7%
净利率更高
ESRT
高出15.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
0.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $190.3M |
| 净利润 | $-15.1M | $3.0M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 15.5% |
| 净利率 | -13.9% | 1.6% |
| 营收同比 | 31.2% | 5.7% |
| 净利润同比 | 37.2% | -73.7% |
| 每股收益（稀释后） | $-0.35 | $0.20 |
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AMBAESRT
| Q1 26 | — | $190.3M | ||
| Q4 25 | $108.5M | $199.2M | ||
| Q3 25 | $95.5M | $197.7M | ||
| Q2 25 | $85.9M | $191.3M | ||
| Q1 25 | $84.0M | $180.1M | ||
| Q4 24 | $82.7M | $197.6M | ||
| Q3 24 | $63.7M | $199.6M | ||
| Q2 24 | $54.5M | $189.5M |
净利润AMBAESRT
| Q1 26 | — | $3.0M | ||
| Q4 25 | $-15.1M | $32.2M | ||
| Q3 25 | $-20.0M | $13.6M | ||
| Q2 25 | $-24.3M | $11.4M | ||
| Q1 25 | $-20.2M | $15.8M | ||
| Q4 24 | $-24.1M | $18.8M | ||
| Q3 24 | $-34.9M | $22.8M | ||
| Q2 24 | $-37.9M | $28.6M |
毛利率AMBAESRT
| 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AMBAESRT
| Q1 26 | — | 15.5% | ||
| Q4 25 | -15.0% | 17.8% | ||
| Q3 25 | -23.0% | 19.9% | ||
| Q2 25 | -30.1% | 18.4% | ||
| Q1 25 | -30.2% | 14.3% | ||
| Q4 24 | -30.9% | 21.7% | ||
| Q3 24 | -56.9% | 22.7% | ||
| Q2 24 | -72.4% | 20.8% |
净利率AMBAESRT
| Q1 26 | — | 1.6% | ||
| Q4 25 | -13.9% | 16.1% | ||
| Q3 25 | -20.9% | 6.9% | ||
| Q2 25 | -28.3% | 6.0% | ||
| Q1 25 | -24.1% | 8.8% | ||
| Q4 24 | -29.1% | 9.5% | ||
| Q3 24 | -54.8% | 11.4% | ||
| Q2 24 | -69.6% | 15.1% |
每股收益（稀释后）AMBAESRT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $-0.35 | $0.11 | ||
| Q3 25 | $-0.47 | $0.05 | ||
| Q2 25 | $-0.58 | $0.04 | ||
| Q1 25 | $-0.48 | $0.05 | ||
| Q4 24 | $-0.58 | $0.07 | ||
| Q3 24 | $-0.85 | $0.08 | ||
| Q2 24 | $-0.93 | $0.10 |
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 | $68.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $1.8B |
| 总资产 | $751.9M | $4.4B |
| 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AMBAESRT
| Q1 26 | — | $68.8M | ||
| Q4 25 | $174.1M | $132.7M | ||
| Q3 25 | $142.7M | $154.1M | ||
| Q2 25 | $141.3M | $94.6M | ||
| Q1 25 | $144.6M | $187.8M | ||
| Q4 24 | $127.1M | $385.5M | ||
| Q3 24 | $153.9M | $421.9M | ||
| Q2 24 | $131.8M | $535.5M |
股东权益AMBAESRT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $590.1M | $1.1B | ||
| Q3 25 | $576.5M | $1.0B | ||
| Q2 25 | $572.7M | $1.0B | ||
| Q1 25 | $561.4M | $1.0B | ||
| Q4 24 | $554.3M | $1.0B | ||
| Q3 24 | $547.6M | $1.0B | ||
| Q2 24 | $555.4M | $1.0B |
总资产AMBAESRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $751.9M | $4.5B | ||
| Q3 25 | $706.4M | $4.1B | ||
| Q2 25 | $701.9M | $4.1B | ||
| Q1 25 | $689.0M | $4.1B | ||
| Q4 24 | $670.8M | $4.5B | ||
| Q3 24 | $650.3M | $4.4B | ||
| Q2 24 | $638.7M | $4.4B |
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 | — |
| 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% | 10.0% |
| 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AMBAESRT
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $249.1M | ||
| Q3 25 | $5.5M | $105.3M | ||
| Q2 25 | $14.8M | $26.7M | ||
| Q1 25 | $25.4M | $83.1M | ||
| Q4 24 | $6.6M | $260.9M | ||
| Q3 24 | $16.7M | $102.8M | ||
| Q2 24 | $-15.0M | $37.1M |
自由现金流AMBAESRT
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $50.6M | ||
| Q3 25 | $1.4M | $72.8M | ||
| Q2 25 | $10.2M | $-55.1M | ||
| Q1 25 | $21.2M | $41.1M | ||
| Q4 24 | $4.1M | $88.0M | ||
| Q3 24 | $14.2M | $-65.1M | ||
| Q2 24 | $-16.1M | $19.5M |
自由现金流率AMBAESRT
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 25.4% | ||
| Q3 25 | 1.4% | 36.8% | ||
| Q2 25 | 11.9% | -28.8% | ||
| Q1 25 | 25.3% | 22.8% | ||
| Q4 24 | 5.0% | 44.5% | ||
| Q3 24 | 22.2% | -32.6% | ||
| Q2 24 | -29.5% | 10.3% |
资本支出强度AMBAESRT
| Q1 26 | — | 10.0% | ||
| Q4 25 | 2.7% | 99.6% | ||
| Q3 25 | 4.3% | 16.5% | ||
| Q2 25 | 5.3% | 42.8% | ||
| Q1 25 | 5.0% | 23.4% | ||
| Q4 24 | 3.0% | 87.5% | ||
| Q3 24 | 4.0% | 84.1% | ||
| Q2 24 | 2.1% | 9.3% |
现金转化率AMBAESRT
| Q1 26 | — | — | ||
| Q4 25 | — | 7.74× | ||
| Q3 25 | — | 7.72× | ||
| Q2 25 | — | 2.35× | ||
| Q1 25 | — | 5.27× | ||
| Q4 24 | — | 13.88× | ||
| Q3 24 | — | 4.51× | ||
| Q2 24 | — | 1.30× |
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% |
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
