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安霸（AMBA）与FIRST INDUSTRIAL REALTY TRUST INC（FR）财务数据对比。点击上方公司名可切换其他公司
FIRST INDUSTRIAL REALTY TRUST INC的季度营收约是安霸的1.8倍（$194.8M vs $108.5M），FIRST INDUSTRIAL REALTY TRUST INC净利率更高（75.9% vs -13.9%，领先89.9%），安霸同比增速更快（31.2% vs 10.0%），过去两年安霸的营收复合增速更高（45.0% vs 8.9%）
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。
该企业是一家房地产投资信托机构，主要投资华盛顿大都会区郊区的工业地产与商务园区类资产，拥有成熟的不动产投资运营经验，于2017年被政府物业收入信托正式收购。
AMBA vs FR — 直观对比
营收规模更大
FR
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出21.2%
10.0%
净利率更高
FR
高出89.9%
-13.9%
两年增速更快
AMBA
近两年复合增速
8.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $194.8M |
| 净利润 | $-15.1M | $147.9M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 75.9% |
| 营收同比 | 31.2% | 10.0% |
| 净利润同比 | 37.2% | 179.7% |
| 每股收益（稀释后） | $-0.35 | $1.08 |
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AMBAFR
| Q1 26 | — | $194.8M | ||
| Q4 25 | $108.5M | $188.4M | ||
| Q3 25 | $95.5M | $181.4M | ||
| Q2 25 | $85.9M | $180.2M | ||
| Q1 25 | $84.0M | $177.1M | ||
| Q4 24 | $82.7M | $175.6M | ||
| Q3 24 | $63.7M | $167.6M | ||
| Q2 24 | $54.5M | $164.1M |
净利润AMBAFR
| Q1 26 | — | $147.9M | ||
| Q4 25 | $-15.1M | $78.8M | ||
| Q3 25 | $-20.0M | $65.3M | ||
| Q2 25 | $-24.3M | $55.2M | ||
| Q1 25 | $-20.2M | $48.1M | ||
| Q4 24 | $-24.1M | $68.4M | ||
| Q3 24 | $-34.9M | $99.4M | ||
| Q2 24 | $-37.9M | $51.3M |
毛利率AMBAFR
| 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AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 34.6% | ||
| Q3 25 | -23.0% | 37.0% | ||
| Q2 25 | -30.1% | 31.7% | ||
| Q1 25 | -30.2% | 31.2% | ||
| Q4 24 | -30.9% | 40.1% | ||
| Q3 24 | -56.9% | 62.6% | ||
| Q2 24 | -72.4% | 31.8% |
净利率AMBAFR
| Q1 26 | — | 75.9% | ||
| Q4 25 | -13.9% | 41.8% | ||
| Q3 25 | -20.9% | 36.0% | ||
| Q2 25 | -28.3% | 30.6% | ||
| Q1 25 | -24.1% | 27.2% | ||
| Q4 24 | -29.1% | 39.0% | ||
| Q3 24 | -54.8% | 59.3% | ||
| Q2 24 | -69.6% | 31.3% |
每股收益（稀释后）AMBAFR
| Q1 26 | — | $1.08 | ||
| Q4 25 | $-0.35 | $0.60 | ||
| Q3 25 | $-0.47 | $0.49 | ||
| Q2 25 | $-0.58 | $0.42 | ||
| Q1 25 | $-0.48 | $0.36 | ||
| Q4 24 | $-0.58 | $0.51 | ||
| Q3 24 | $-0.85 | $0.75 | ||
| Q2 24 | $-0.93 | $0.39 |
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 | — | — |
| 股东权益账面价值 | $590.1M | $2.9B |
| 总资产 | $751.9M | $5.8B |
| 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AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | $174.1M | $78.0M | ||
| Q3 25 | $142.7M | $33.5M | ||
| Q2 25 | $141.3M | $34.9M | ||
| Q1 25 | $144.6M | $35.7M | ||
| Q4 24 | $127.1M | $44.5M | ||
| Q3 24 | $153.9M | $47.1M | ||
| Q2 24 | $131.8M | $38.5M |
股东权益AMBAFR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $590.1M | $2.7B | ||
| Q3 25 | $576.5M | $2.7B | ||
| Q2 25 | $572.7M | $2.6B | ||
| Q1 25 | $561.4M | $2.7B | ||
| Q4 24 | $554.3M | $2.7B | ||
| Q3 24 | $547.6M | $2.6B | ||
| Q2 24 | $555.4M | $2.6B |
总资产AMBAFR
| Q1 26 | — | $5.8B | ||
| Q4 25 | $751.9M | $5.7B | ||
| Q3 25 | $706.4M | $5.5B | ||
| Q2 25 | $701.9M | $5.5B | ||
| Q1 25 | $689.0M | $5.4B | ||
| Q4 24 | $670.8M | $5.3B | ||
| Q3 24 | $650.3M | $5.2B | ||
| Q2 24 | $638.7M | $5.2B |
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% | — |
| 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AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $461.3M | ||
| Q3 25 | $5.5M | $124.6M | ||
| Q2 25 | $14.8M | $126.1M | ||
| Q1 25 | $25.4M | $88.6M | ||
| Q4 24 | $6.6M | $352.5M | ||
| Q3 24 | $16.7M | $105.5M | ||
| Q2 24 | $-15.0M | $107.7M |
自由现金流AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — |
自由现金流率AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — |
资本支出强度AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — |
现金转化率AMBAFR
| Q1 26 | — | — | ||
| Q4 25 | — | 5.85× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 2.28× | ||
| Q1 25 | — | 1.84× | ||
| Q4 24 | — | 5.15× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | 2.10× |
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% |
FR
暂无分部数据
