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安霸（AMBA）与Fat Brands, Inc（FAT）财务数据对比。点击上方公司名可切换其他公司
Fat Brands, Inc的季度营收约是安霸的1.3倍（$140.0M vs $108.5M），安霸净利率更高（-13.9% vs -41.6%，领先27.7%），安霸同比增速更快（31.2% vs -2.3%），安霸自由现金流更多（$31.4M vs $-16.9M），过去两年安霸的营收复合增速更高（45.0% vs -6.1%）
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。
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
AMBA vs FAT — 直观对比
营收规模更大
FAT
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出33.6%
-2.3%
净利率更高
AMBA
高出27.7%
-41.6%
自由现金流更多
AMBA
多$48.3M
$-16.9M
两年增速更快
AMBA
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $140.0M |
| 净利润 | $-15.1M | $-58.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -12.4% |
| 净利率 | -13.9% | -41.6% |
| 营收同比 | 31.2% | -2.3% |
| 净利润同比 | 37.2% | -30.1% |
| 每股收益（稀释后） | $-0.35 | $-3.39 |
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AMBAFAT
| Q4 25 | $108.5M | — | ||
| Q3 25 | $95.5M | $140.0M | ||
| Q2 25 | $85.9M | $146.8M | ||
| Q1 25 | $84.0M | $142.0M | ||
| Q4 24 | $82.7M | $145.3M | ||
| Q3 24 | $63.7M | $143.4M | ||
| Q2 24 | $54.5M | $152.0M | ||
| Q1 24 | $51.6M | $152.0M |
净利润AMBAFAT
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-58.2M | ||
| Q2 25 | $-24.3M | $-54.2M | ||
| Q1 25 | $-20.2M | $-46.0M | ||
| Q4 24 | $-24.1M | $-67.4M | ||
| Q3 24 | $-34.9M | $-44.8M | ||
| Q2 24 | $-37.9M | $-39.4M | ||
| Q1 24 | $-60.6M | $-38.3M |
毛利率AMBAFAT
| 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AMBAFAT
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -12.4% | ||
| Q2 25 | -30.1% | -10.6% | ||
| Q1 25 | -30.2% | -6.0% | ||
| Q4 24 | -30.9% | -27.1% | ||
| Q3 24 | -56.9% | -6.2% | ||
| Q2 24 | -72.4% | -1.8% | ||
| Q1 24 | -80.8% | -0.9% |
净利率AMBAFAT
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -41.6% | ||
| Q2 25 | -28.3% | -36.9% | ||
| Q1 25 | -24.1% | -32.4% | ||
| Q4 24 | -29.1% | -46.4% | ||
| Q3 24 | -54.8% | -31.2% | ||
| Q2 24 | -69.6% | -25.9% | ||
| Q1 24 | -117.4% | -25.2% |
每股收益（稀释后）AMBAFAT
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | $-3.39 | ||
| Q2 25 | $-0.58 | $-3.17 | ||
| Q1 25 | $-0.48 | $-2.73 | ||
| Q4 24 | $-0.58 | $-4.06 | ||
| Q3 24 | $-0.85 | $-2.74 | ||
| Q2 24 | $-0.93 | $-2.43 | ||
| Q1 24 | $-1.51 | $-2.37 |
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 | — |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $590.1M | $-585.8M |
| 总资产 | $751.9M | $1.2B |
| 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AMBAFAT
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
总债务AMBAFAT
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益AMBAFAT
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | $-585.8M | ||
| Q2 25 | $572.7M | $-536.5M | ||
| Q1 25 | $561.4M | $-493.9M | ||
| Q4 24 | $554.3M | $-455.7M | ||
| Q3 24 | $547.6M | $-386.1M | ||
| Q2 24 | $555.4M | $-338.6M | ||
| Q1 24 | $559.9M | $-296.8M |
总资产AMBAFAT
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | $1.2B | ||
| Q2 25 | $701.9M | $1.2B | ||
| Q1 25 | $689.0M | $1.3B | ||
| Q4 24 | $670.8M | $1.3B | ||
| Q3 24 | $650.3M | $1.3B | ||
| Q2 24 | $638.7M | $1.4B | ||
| Q1 24 | $657.7M | $1.4B |
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 | $-14.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-16.9M |
| 自由现金流率自由现金流/营收 | 29.0% | -12.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.7% |
| 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 | $-75.0M |
8季度趋势，按日历期对齐
经营现金流AMBAFAT
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $-14.5M | ||
| Q2 25 | $14.8M | $-26.9M | ||
| Q1 25 | $25.4M | $-13.2M | ||
| Q4 24 | $6.6M | $-10.4M | ||
| Q3 24 | $16.7M | $-3.2M | ||
| Q2 24 | $-15.0M | $-14.2M | ||
| Q1 24 | $-4.0M | $-28.4M |
自由现金流AMBAFAT
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $-16.9M | ||
| Q2 25 | $10.2M | $-29.3M | ||
| Q1 25 | $21.2M | $-17.8M | ||
| Q4 24 | $4.1M | $-11.0M | ||
| Q3 24 | $14.2M | $-11.1M | ||
| Q2 24 | $-16.1M | $-24.4M | ||
| Q1 24 | $-6.0M | $-32.5M |
自由现金流率AMBAFAT
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | -12.1% | ||
| Q2 25 | 11.9% | -20.0% | ||
| Q1 25 | 25.3% | -12.5% | ||
| Q4 24 | 5.0% | -7.6% | ||
| Q3 24 | 22.2% | -7.7% | ||
| Q2 24 | -29.5% | -16.1% | ||
| Q1 24 | -11.6% | -21.4% |
资本支出强度AMBAFAT
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 1.7% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 5.0% | 3.2% | ||
| Q4 24 | 3.0% | 0.4% | ||
| Q3 24 | 4.0% | 5.5% | ||
| Q2 24 | 2.1% | 6.7% | ||
| Q1 24 | 3.7% | 2.7% |
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% |
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
