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安霸（AMBA）与FTAI Infrastructure Inc.（FIP）财务数据对比。点击上方公司名可切换其他公司
FTAI Infrastructure Inc.的季度营收约是安霸的1.3倍（$143.5M vs $108.5M），安霸净利率更高（-13.9% vs -68.1%，领先54.2%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 31.2%），安霸自由现金流更多（$31.4M vs $-68.6M），过去两年安霸的营收复合增速更高（45.0% vs 31.9%）
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。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
AMBA vs FIP — 直观对比
营收规模更大
FIP
是对方的1.3倍
$108.5M
营收增速更快
FIP
高出46.5%
31.2%
净利率更高
AMBA
高出54.2%
-68.1%
自由现金流更多
AMBA
多$100.0M
$-68.6M
两年增速更快
AMBA
近两年复合增速
31.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $143.5M |
| 净利润 | $-15.1M | $-97.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -45.7% |
| 净利率 | -13.9% | -68.1% |
| 营收同比 | 31.2% | 77.7% |
| 净利润同比 | 37.2% | 21.6% |
| 每股收益（稀释后） | $-0.35 | $-1.04 |
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AMBAFIP
| Q4 25 | $108.5M | $143.5M | ||
| Q3 25 | $95.5M | $140.6M | ||
| Q2 25 | $85.9M | $122.3M | ||
| Q1 25 | $84.0M | $96.2M | ||
| Q4 24 | $82.7M | $80.8M | ||
| Q3 24 | $63.7M | $83.3M | ||
| Q2 24 | $54.5M | $84.9M | ||
| Q1 24 | $51.6M | $82.5M |
净利润AMBAFIP
| Q4 25 | $-15.1M | $-97.7M | ||
| Q3 25 | $-20.0M | $-104.5M | ||
| Q2 25 | $-24.3M | $-70.0M | ||
| Q1 25 | $-20.2M | $120.2M | ||
| Q4 24 | $-24.1M | $-124.7M | ||
| Q3 24 | $-34.9M | $-43.0M | ||
| Q2 24 | $-37.9M | $-48.1M | ||
| Q1 24 | $-60.6M | $-50.3M |
毛利率AMBAFIP
| 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AMBAFIP
| Q4 25 | -15.0% | -45.7% | ||
| Q3 25 | -23.0% | -70.8% | ||
| Q2 25 | -30.1% | -56.4% | ||
| Q1 25 | -30.2% | 81.8% | ||
| Q4 24 | -30.9% | -152.7% | ||
| Q3 24 | -56.9% | -51.7% | ||
| Q2 24 | -72.4% | -56.4% | ||
| Q1 24 | -80.8% | -58.8% |
净利率AMBAFIP
| Q4 25 | -13.9% | -68.1% | ||
| Q3 25 | -20.9% | -74.4% | ||
| Q2 25 | -28.3% | -57.2% | ||
| Q1 25 | -24.1% | 125.0% | ||
| Q4 24 | -29.1% | -154.4% | ||
| Q3 24 | -54.8% | -51.6% | ||
| Q2 24 | -69.6% | -56.7% | ||
| Q1 24 | -117.4% | -60.9% |
每股收益（稀释后）AMBAFIP
| Q4 25 | $-0.35 | $-1.04 | ||
| Q3 25 | $-0.47 | $-1.38 | ||
| Q2 25 | $-0.58 | $-0.73 | ||
| Q1 25 | $-0.48 | $0.89 | ||
| Q4 24 | $-0.58 | $-1.21 | ||
| Q3 24 | $-0.85 | $-0.45 | ||
| Q2 24 | $-0.93 | $-0.52 | ||
| Q1 24 | $-1.51 | $-0.54 |
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 | $57.4M |
| 总债务越低越好 | — | $3.8B |
| 股东权益账面价值 | $590.1M | $21.3M |
| 总资产 | $751.9M | $5.7B |
| 负债/权益比越低杠杆越低 | — | 176.99× |
8季度趋势，按日历期对齐
现金及短期投资AMBAFIP
| Q4 25 | $174.1M | $57.4M | ||
| Q3 25 | $142.7M | $34.7M | ||
| Q2 25 | $141.3M | $33.6M | ||
| Q1 25 | $144.6M | $26.3M | ||
| Q4 24 | $127.1M | $27.8M | ||
| Q3 24 | $153.9M | $20.3M | ||
| Q2 24 | $131.8M | $33.1M | ||
| Q1 24 | $144.9M | $23.0M |
总债务AMBAFIP
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
股东权益AMBAFIP
| Q4 25 | $590.1M | $21.3M | ||
| Q3 25 | $576.5M | $181.1M | ||
| Q2 25 | $572.7M | $375.5M | ||
| Q1 25 | $561.4M | $476.2M | ||
| Q4 24 | $554.3M | $202.7M | ||
| Q3 24 | $547.6M | $370.8M | ||
| Q2 24 | $555.4M | $394.8M | ||
| Q1 24 | $559.9M | $402.5M |
总资产AMBAFIP
| Q4 25 | $751.9M | $5.7B | ||
| Q3 25 | $706.4M | $5.5B | ||
| Q2 25 | $701.9M | $4.4B | ||
| Q1 25 | $689.0M | $4.1B | ||
| Q4 24 | $670.8M | $2.4B | ||
| Q3 24 | $650.3M | $2.4B | ||
| Q2 24 | $638.7M | $2.5B | ||
| Q1 24 | $657.7M | $2.3B |
负债/权益比AMBAFIP
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $-2.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-68.6M |
| 自由现金流率自由现金流/营收 | 29.0% | -47.8% |
| 资本支出强度资本支出/营收 | 2.7% | 45.9% |
| 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 | $-398.5M |
8季度趋势，按日历期对齐
经营现金流AMBAFIP
| Q4 25 | $34.3M | $-2.8M | ||
| Q3 25 | $5.5M | $-24.4M | ||
| Q2 25 | $14.8M | $-5.2M | ||
| Q1 25 | $25.4M | $-85.7M | ||
| Q4 24 | $6.6M | $-8.1M | ||
| Q3 24 | $16.7M | $14.2M | ||
| Q2 24 | $-15.0M | $-17.6M | ||
| Q1 24 | $-4.0M | $-3.9M |
自由现金流AMBAFIP
| Q4 25 | $31.4M | $-68.6M | ||
| Q3 25 | $1.4M | $-90.7M | ||
| Q2 25 | $10.2M | $-87.5M | ||
| Q1 25 | $21.2M | $-151.7M | ||
| Q4 24 | $4.1M | $-34.3M | ||
| Q3 24 | $14.2M | $-11.7M | ||
| Q2 24 | $-16.1M | $-32.1M | ||
| Q1 24 | $-6.0M | $-16.7M |
自由现金流率AMBAFIP
| Q4 25 | 29.0% | -47.8% | ||
| Q3 25 | 1.4% | -64.5% | ||
| Q2 25 | 11.9% | -71.6% | ||
| Q1 25 | 25.3% | -157.7% | ||
| Q4 24 | 5.0% | -42.4% | ||
| Q3 24 | 22.2% | -14.0% | ||
| Q2 24 | -29.5% | -37.9% | ||
| Q1 24 | -11.6% | -20.3% |
资本支出强度AMBAFIP
| Q4 25 | 2.7% | 45.9% | ||
| Q3 25 | 4.3% | 47.2% | ||
| Q2 25 | 5.3% | 67.3% | ||
| Q1 25 | 5.0% | 68.6% | ||
| Q4 24 | 3.0% | 32.5% | ||
| Q3 24 | 4.0% | 31.1% | ||
| Q2 24 | 2.1% | 17.2% | ||
| Q1 24 | 3.7% | 15.6% |
现金转化率AMBAFIP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | — | ||
| 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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
