vs
安霸（AMBA）与弗雷斯特研究公司（FORR）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弗雷斯特研究公司的1.1倍（$108.5M vs $101.1M），安霸净利率更高（-13.9% vs -33.5%，领先19.6%），安霸同比增速更快（31.2% vs -6.5%），安霸自由现金流更多（$31.4M vs $-4.3M），过去两年安霸的营收复合增速更高（45.0% vs 0.5%）
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。
福雷斯特研究公司是一家全球领先的研究咨询机构，主营业务涵盖行业研究、管理咨询与行业峰会举办，客户群体包括全球大型企业、科技公司与消费领域领军企业，公司总部位于美国马萨诸塞州剑桥市。
AMBA vs FORR — 直观对比
营收规模更大
AMBA
是对方的1.1倍
$101.1M
营收增速更快
AMBA
高出37.7%
-6.5%
净利率更高
AMBA
高出19.6%
-33.5%
自由现金流更多
AMBA
多$35.7M
$-4.3M
两年增速更快
AMBA
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $101.1M |
| 净利润 | $-15.1M | $-33.9M |
| 毛利率 | 59.6% | 56.7% |
| 营业利润率 | -15.0% | -36.6% |
| 净利率 | -13.9% | -33.5% |
| 营收同比 | 31.2% | -6.5% |
| 净利润同比 | 37.2% | -7941.4% |
| 每股收益（稀释后） | $-0.35 | $-1.75 |
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AMBAFORR
| Q4 25 | $108.5M | $101.1M | ||
| Q3 25 | $95.5M | $94.3M | ||
| Q2 25 | $85.9M | $111.7M | ||
| Q1 25 | $84.0M | $89.9M | ||
| Q4 24 | $82.7M | $108.0M | ||
| Q3 24 | $63.7M | $102.5M | ||
| Q2 24 | $54.5M | $121.8M | ||
| Q1 24 | $51.6M | $100.1M |
净利润AMBAFORR
| Q4 25 | $-15.1M | $-33.9M | ||
| Q3 25 | $-20.0M | $-2.1M | ||
| Q2 25 | $-24.3M | $3.9M | ||
| Q1 25 | $-20.2M | $-87.3M | ||
| Q4 24 | $-24.1M | $432.0K | ||
| Q3 24 | $-34.9M | $-5.8M | ||
| Q2 24 | $-37.9M | $6.3M | ||
| Q1 24 | $-60.6M | $-6.7M |
毛利率AMBAFORR
| Q4 25 | 59.6% | 56.7% | ||
| Q3 25 | 58.9% | 60.0% | ||
| Q2 25 | 60.0% | 55.5% | ||
| Q1 25 | 60.0% | 55.9% | ||
| Q4 24 | 60.6% | 58.8% | ||
| Q3 24 | 60.8% | 60.5% | ||
| Q2 24 | 60.9% | 57.3% | ||
| Q1 24 | 59.8% | 54.9% |
营业利润率AMBAFORR
| Q4 25 | -15.0% | -36.6% | ||
| Q3 25 | -23.0% | 4.7% | ||
| Q2 25 | -30.1% | 6.2% | ||
| Q1 25 | -30.2% | -97.5% | ||
| Q4 24 | -30.9% | -0.5% | ||
| Q3 24 | -56.9% | -0.7% | ||
| Q2 24 | -72.4% | 9.3% | ||
| Q1 24 | -80.8% | -9.3% |
净利率AMBAFORR
| Q4 25 | -13.9% | -33.5% | ||
| Q3 25 | -20.9% | -2.3% | ||
| Q2 25 | -28.3% | 3.5% | ||
| Q1 25 | -24.1% | -97.1% | ||
| Q4 24 | -29.1% | 0.4% | ||
| Q3 24 | -54.8% | -5.7% | ||
| Q2 24 | -69.6% | 5.2% | ||
| Q1 24 | -117.4% | -6.7% |
每股收益（稀释后）AMBAFORR
| Q4 25 | $-0.35 | $-1.75 | ||
| Q3 25 | $-0.47 | $-0.11 | ||
| Q2 25 | $-0.58 | $0.20 | ||
| Q1 25 | $-0.48 | $-4.62 | ||
| Q4 24 | $-0.58 | $0.02 | ||
| Q3 24 | $-0.85 | $-0.30 | ||
| Q2 24 | $-0.93 | $0.33 | ||
| Q1 24 | $-1.51 | $-0.35 |
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 | $63.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $126.5M |
| 总资产 | $751.9M | $404.0M |
| 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AMBAFORR
| Q4 25 | $174.1M | $63.3M | ||
| Q3 25 | $142.7M | $65.1M | ||
| Q2 25 | $141.3M | $67.8M | ||
| Q1 25 | $144.6M | $75.6M | ||
| Q4 24 | $127.1M | $56.1M | ||
| Q3 24 | $153.9M | $62.8M | ||
| Q2 24 | $131.8M | $58.9M | ||
| Q1 24 | $144.9M | $61.4M |
股东权益AMBAFORR
| Q4 25 | $590.1M | $126.5M | ||
| Q3 25 | $576.5M | $157.7M | ||
| Q2 25 | $572.7M | $159.5M | ||
| Q1 25 | $561.4M | $147.4M | ||
| Q4 24 | $554.3M | $229.5M | ||
| Q3 24 | $547.6M | $234.3M | ||
| Q2 24 | $555.4M | $237.1M | ||
| Q1 24 | $559.9M | $230.9M |
总资产AMBAFORR
| Q4 25 | $751.9M | $404.0M | ||
| Q3 25 | $706.4M | $414.2M | ||
| Q2 25 | $701.9M | $436.0M | ||
| Q1 25 | $689.0M | $439.8M | ||
| Q4 24 | $670.8M | $503.9M | ||
| Q3 24 | $650.3M | $505.3M | ||
| Q2 24 | $638.7M | $524.2M | ||
| Q1 24 | $657.7M | $555.7M |
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 | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-4.3M |
| 自由现金流率自由现金流/营收 | 29.0% | -4.2% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 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 | $18.1M |
8季度趋势，按日历期对齐
经营现金流AMBAFORR
| Q4 25 | $34.3M | $-3.2M | ||
| Q3 25 | $5.5M | $1.2M | ||
| Q2 25 | $14.8M | $-3.6M | ||
| Q1 25 | $25.4M | $26.7M | ||
| Q4 24 | $6.6M | $-1.8M | ||
| Q3 24 | $16.7M | $264.0K | ||
| Q2 24 | $-15.0M | $-2.9M | ||
| Q1 24 | $-4.0M | $611.0K |
自由现金流AMBAFORR
| Q4 25 | $31.4M | $-4.3M | ||
| Q3 25 | $1.4M | $524.0K | ||
| Q2 25 | $10.2M | $-4.2M | ||
| Q1 25 | $21.2M | $26.1M | ||
| Q4 24 | $4.1M | $-2.5M | ||
| Q3 24 | $14.2M | $-223.0K | ||
| Q2 24 | $-16.1M | $-3.7M | ||
| Q1 24 | $-6.0M | $-815.0K |
自由现金流率AMBAFORR
| Q4 25 | 29.0% | -4.2% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 11.9% | -3.8% | ||
| Q1 25 | 25.3% | 29.0% | ||
| Q4 24 | 5.0% | -2.3% | ||
| Q3 24 | 22.2% | -0.2% | ||
| Q2 24 | -29.5% | -3.1% | ||
| Q1 24 | -11.6% | -0.8% |
资本支出强度AMBAFORR
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 4.3% | 0.7% | ||
| Q2 25 | 5.3% | 0.5% | ||
| Q1 25 | 5.0% | 0.7% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 0.7% | ||
| Q1 24 | 3.7% | 1.4% |
现金转化率AMBAFORR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.46× | ||
| 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% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
