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安霸（AMBA）与FARMER BROTHERS CO（FARM）财务数据对比。点击上方公司名可切换其他公司
安霸的季度营收约是FARMER BROTHERS CO的1.2倍（$108.5M vs $88.9M），FARMER BROTHERS CO净利率更高（-5.5% vs -13.9%，领先8.5%），安霸同比增速更快（31.2% vs -1.2%），安霸自由现金流更多（$31.4M vs $-2.6M），过去两年安霸的营收复合增速更高（45.0% vs 2.1%）
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。
Farmer Bros. Co.是一家总部位于美国得克萨斯州沃斯堡的餐饮服务企业，主打咖啡与茶类产品的生产分销，同时还供应约300种餐厅及其他经营场所所需的餐饮配套用品，目前由约翰·摩尔担任公司首席执行官兼总裁。
AMBA vs FARM — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$88.9M
营收增速更快
AMBA
高出32.4%
-1.2%
净利率更高
FARM
高出8.5%
-13.9%
自由现金流更多
AMBA
多$34.0M
$-2.6M
两年增速更快
AMBA
近两年复合增速
2.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $88.9M |
| 净利润 | $-15.1M | $-4.9M |
| 毛利率 | 59.6% | 36.3% |
| 营业利润率 | -15.0% | -4.7% |
| 净利率 | -13.9% | -5.5% |
| 营收同比 | 31.2% | -1.2% |
| 净利润同比 | 37.2% | -2417.1% |
| 每股收益（稀释后） | $-0.35 | $-0.22 |
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AMBAFARM
| Q4 25 | $108.5M | $88.9M | ||
| Q3 25 | $95.5M | $81.6M | ||
| Q2 25 | $85.9M | $85.1M | ||
| Q1 25 | $84.0M | $82.1M | ||
| Q4 24 | $82.7M | $90.0M | ||
| Q3 24 | $63.7M | $85.1M | ||
| Q2 24 | $54.5M | $84.4M | ||
| Q1 24 | $51.6M | $85.4M |
净利润AMBAFARM
| Q4 25 | $-15.1M | $-4.9M | ||
| Q3 25 | $-20.0M | $-4.0M | ||
| Q2 25 | $-24.3M | $-4.7M | ||
| Q1 25 | $-20.2M | $-5.0M | ||
| Q4 24 | $-24.1M | $210.0K | ||
| Q3 24 | $-34.9M | $-5.0M | ||
| Q2 24 | $-37.9M | $-4.6M | ||
| Q1 24 | $-60.6M | $-682.0K |
毛利率AMBAFARM
| Q4 25 | 59.6% | 36.3% | ||
| Q3 25 | 58.9% | 39.7% | ||
| Q2 25 | 60.0% | 44.9% | ||
| Q1 25 | 60.0% | 42.1% | ||
| Q4 24 | 60.6% | 43.1% | ||
| Q3 24 | 60.8% | 43.9% | ||
| Q2 24 | 60.9% | 38.8% | ||
| Q1 24 | 59.8% | 40.1% |
营业利润率AMBAFARM
| Q4 25 | -15.0% | -4.7% | ||
| Q3 25 | -23.0% | -3.9% | ||
| Q2 25 | -30.1% | 4.6% | ||
| Q1 25 | -30.2% | -4.3% | ||
| Q4 24 | -30.9% | 1.1% | ||
| Q3 24 | -56.9% | -3.3% | ||
| Q2 24 | -72.4% | -4.9% | ||
| Q1 24 | -80.8% | -0.5% |
净利率AMBAFARM
| Q4 25 | -13.9% | -5.5% | ||
| Q3 25 | -20.9% | -4.9% | ||
| Q2 25 | -28.3% | -5.6% | ||
| Q1 25 | -24.1% | -6.1% | ||
| Q4 24 | -29.1% | 0.2% | ||
| Q3 24 | -54.8% | -5.9% | ||
| Q2 24 | -69.6% | -5.4% | ||
| Q1 24 | -117.4% | -0.8% |
每股收益（稀释后）AMBAFARM
| Q4 25 | $-0.35 | $-0.22 | ||
| Q3 25 | $-0.47 | $-0.19 | ||
| Q2 25 | $-0.58 | $-0.22 | ||
| Q1 25 | $-0.48 | $-0.23 | ||
| Q4 24 | $-0.58 | $0.01 | ||
| Q3 24 | $-0.85 | $-0.24 | ||
| Q2 24 | $-0.93 | $-0.23 | ||
| Q1 24 | $-1.51 | $-0.03 |
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 | $4.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $35.7M |
| 总资产 | $751.9M | $151.4M |
| 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AMBAFARM
| Q4 25 | $174.1M | $4.2M | ||
| Q3 25 | $142.7M | $3.8M | ||
| Q2 25 | $141.3M | $6.8M | ||
| Q1 25 | $144.6M | $4.1M | ||
| Q4 24 | $127.1M | $5.5M | ||
| Q3 24 | $153.9M | $3.3M | ||
| Q2 24 | $131.8M | $5.8M | ||
| Q1 24 | $144.9M | $5.5M |
股东权益AMBAFARM
| Q4 25 | $590.1M | $35.7M | ||
| Q3 25 | $576.5M | $40.0M | ||
| Q2 25 | $572.7M | $43.5M | ||
| Q1 25 | $561.4M | $37.3M | ||
| Q4 24 | $554.3M | $41.5M | ||
| Q3 24 | $547.6M | $40.9M | ||
| Q2 24 | $555.4M | $45.5M | ||
| Q1 24 | $559.9M | $43.1M |
总资产AMBAFARM
| Q4 25 | $751.9M | $151.4M | ||
| Q3 25 | $706.4M | $158.8M | ||
| Q2 25 | $701.9M | $161.2M | ||
| Q1 25 | $689.0M | $163.2M | ||
| Q4 24 | $670.8M | $179.1M | ||
| Q3 24 | $650.3M | $182.0M | ||
| Q2 24 | $638.7M | $185.2M | ||
| Q1 24 | $657.7M | $179.1M |
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 | $-786.0K |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-2.6M |
| 自由现金流率自由现金流/营收 | 29.0% | -2.9% |
| 资本支出强度资本支出/营收 | 2.7% | 2.1% |
| 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AMBAFARM
| Q4 25 | $34.3M | $-786.0K | ||
| Q3 25 | $5.5M | $-5.0M | ||
| Q2 25 | $14.8M | $9.7M | ||
| Q1 25 | $25.4M | $1.3M | ||
| Q4 24 | $6.6M | $2.6M | ||
| Q3 24 | $16.7M | $2.5M | ||
| Q2 24 | $-15.0M | $-995.0K | ||
| Q1 24 | $-4.0M | $-2.3M |
自由现金流AMBAFARM
| Q4 25 | $31.4M | $-2.6M | ||
| Q3 25 | $1.4M | $-6.9M | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | $-684.0K | ||
| Q4 24 | $4.1M | $521.0K | ||
| Q3 24 | $14.2M | $-837.0K | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | $-5.7M |
自由现金流率AMBAFARM
| Q4 25 | 29.0% | -2.9% | ||
| Q3 25 | 1.4% | -8.5% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | -0.8% | ||
| Q4 24 | 5.0% | 0.6% | ||
| Q3 24 | 22.2% | -1.0% | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | -6.7% |
资本支出强度AMBAFARM
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 4.3% | 2.4% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 3.0% | 2.3% | ||
| Q3 24 | 4.0% | 3.9% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | 4.0% |
现金转化率AMBAFARM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.16× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
FARM
| Coffee Roasted | $45.5M | 51% |
| Tea Iced Hot | $23.3M | 26% |
| Culinary | $14.1M | 16% |
| Spice | $4.9M | 5% |
| Fuel Surcharge | $1.2M | 1% |
