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安霸（AMBA）与Fathom Holdings Inc.（FTHM）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Fathom Holdings Inc.的1.2倍（$108.5M vs $90.6M），Fathom Holdings Inc.净利率更高（-7.4% vs -13.9%，领先6.5%），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 $-20.7M），过去两年安霸的营收复合增速更高（45.0% vs 13.4%）
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。
Fathom Holdings Inc.是一家总部位于美国的房地产科技与服务企业，为房产经纪人、经纪机构和消费者提供数字交易管理、按揭服务、产权保险、住宅经纪等一站式解决方案，业务覆盖美国大部分区域市场。
AMBA vs FTHM — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$90.6M
营收增速更快
AMBA
高出32.5%
-1.2%
净利率更高
FTHM
高出6.5%
-13.9%
自由现金流更多
AMBA
多$52.1M
$-20.7M
两年增速更快
AMBA
近两年复合增速
13.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $90.6M |
| 净利润 | $-15.1M | $-6.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -5.2% |
| 净利率 | -13.9% | -7.4% |
| 营收同比 | 31.2% | -1.2% |
| 净利润同比 | 37.2% | -7.7% |
| 每股收益（稀释后） | $-0.35 | $-0.20 |
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AMBAFTHM
| Q4 25 | $108.5M | $90.6M | ||
| Q3 25 | $95.5M | $115.3M | ||
| Q2 25 | $85.9M | $121.4M | ||
| Q1 25 | $84.0M | $93.1M | ||
| Q4 24 | $82.7M | $91.7M | ||
| Q3 24 | $63.7M | $83.7M | ||
| Q2 24 | $54.5M | $89.2M | ||
| Q1 24 | $51.6M | $70.5M |
净利润AMBAFTHM
| Q4 25 | $-15.1M | $-6.7M | ||
| Q3 25 | $-20.0M | $-4.4M | ||
| Q2 25 | $-24.3M | $-3.6M | ||
| Q1 25 | $-20.2M | $-5.6M | ||
| Q4 24 | $-24.1M | $-6.2M | ||
| Q3 24 | $-34.9M | $-8.1M | ||
| Q2 24 | $-37.9M | $-1.3M | ||
| Q1 24 | $-60.6M | $-5.9M |
毛利率AMBAFTHM
| 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AMBAFTHM
| Q4 25 | -15.0% | -5.2% | ||
| Q3 25 | -23.0% | -3.5% | ||
| Q2 25 | -30.1% | -2.0% | ||
| Q1 25 | -30.2% | -4.8% | ||
| Q4 24 | -30.9% | -7.0% | ||
| Q3 24 | -56.9% | -9.3% | ||
| Q2 24 | -72.4% | -4.1% | ||
| Q1 24 | -80.8% | -8.0% |
净利率AMBAFTHM
| Q4 25 | -13.9% | -7.4% | ||
| Q3 25 | -20.9% | -3.8% | ||
| Q2 25 | -28.3% | -3.0% | ||
| Q1 25 | -24.1% | -6.1% | ||
| Q4 24 | -29.1% | -6.8% | ||
| Q3 24 | -54.8% | -9.7% | ||
| Q2 24 | -69.6% | -1.5% | ||
| Q1 24 | -117.4% | -8.4% |
每股收益（稀释后）AMBAFTHM
| Q4 25 | $-0.35 | $-0.20 | ||
| Q3 25 | $-0.47 | $-0.15 | ||
| Q2 25 | $-0.58 | $-0.13 | ||
| Q1 25 | $-0.48 | $-0.24 | ||
| Q4 24 | $-0.58 | $-0.29 | ||
| Q3 24 | $-0.85 | $-0.40 | ||
| Q2 24 | $-0.93 | $-0.07 | ||
| Q1 24 | $-1.51 | $-0.31 |
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 | $5.8M |
| 总债务越低越好 | — | $5.6M |
| 股东权益账面价值 | $590.1M | $37.4M |
| 总资产 | $751.9M | $78.0M |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMBAFTHM
| Q4 25 | $174.1M | $5.8M | ||
| Q3 25 | $142.7M | $9.8M | ||
| Q2 25 | $141.3M | $4.9M | ||
| Q1 25 | $144.6M | $8.0M | ||
| Q4 24 | $127.1M | $7.1M | ||
| Q3 24 | $153.9M | $13.1M | ||
| Q2 24 | $131.8M | $10.4M | ||
| Q1 24 | $144.9M | $5.7M |
总债务AMBAFTHM
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $5.1M | ||
| Q2 25 | — | $5.1M | ||
| Q1 25 | — | $5.1M | ||
| Q4 24 | — | $9.5M | ||
| Q3 24 | — | $8.8M | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $3.7M |
股东权益AMBAFTHM
| Q4 25 | $590.1M | $37.4M | ||
| Q3 25 | $576.5M | $43.4M | ||
| Q2 25 | $572.7M | $40.7M | ||
| Q1 25 | $561.4M | $43.4M | ||
| Q4 24 | $554.3M | $44.7M | ||
| Q3 24 | $547.6M | $47.1M | ||
| Q2 24 | $555.4M | $53.1M | ||
| Q1 24 | $559.9M | $51.9M |
总资产AMBAFTHM
| Q4 25 | $751.9M | $78.0M | ||
| Q3 25 | $706.4M | $83.2M | ||
| Q2 25 | $701.9M | $80.4M | ||
| Q1 25 | $689.0M | $81.0M | ||
| Q4 24 | $670.8M | $75.4M | ||
| Q3 24 | $650.3M | $80.9M | ||
| Q2 24 | $638.7M | $80.2M | ||
| Q1 24 | $657.7M | $78.2M |
负债/权益比AMBAFTHM
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.07× |
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 | $-20.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-20.7M |
| 自由现金流率自由现金流/营收 | 29.0% | -22.8% |
| 资本支出强度资本支出/营收 | 2.7% | 0.1% |
| 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 | $-29.4M |
8季度趋势，按日历期对齐
经营现金流AMBAFTHM
| Q4 25 | $34.3M | $-20.5M | ||
| Q3 25 | $5.5M | $3.0M | ||
| Q2 25 | $14.8M | $-5.9M | ||
| Q1 25 | $25.4M | $-5.7M | ||
| Q4 24 | $6.6M | $-4.7M | ||
| Q3 24 | $16.7M | $-330.0K | ||
| Q2 24 | $-15.0M | $-3.1M | ||
| Q1 24 | $-4.0M | $-947.0K |
自由现金流AMBAFTHM
| Q4 25 | $31.4M | $-20.7M | ||
| Q3 25 | $1.4M | $3.0M | ||
| Q2 25 | $10.2M | $-6.0M | ||
| Q1 25 | $21.2M | $-5.8M | ||
| Q4 24 | $4.1M | $-4.7M | ||
| Q3 24 | $14.2M | $-364.0K | ||
| Q2 24 | $-16.1M | $-3.1M | ||
| Q1 24 | $-6.0M | $-948.0K |
自由现金流率AMBAFTHM
| Q4 25 | 29.0% | -22.8% | ||
| Q3 25 | 1.4% | 2.6% | ||
| Q2 25 | 11.9% | -4.9% | ||
| Q1 25 | 25.3% | -6.2% | ||
| Q4 24 | 5.0% | -5.2% | ||
| Q3 24 | 22.2% | -0.4% | ||
| Q2 24 | -29.5% | -3.5% | ||
| Q1 24 | -11.6% | -1.3% |
资本支出强度AMBAFTHM
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.0% |
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% |
FTHM
| Real Estate Brokerage | $84.9M | 94% |
| Mortgage Segment | $3.4M | 4% |
| Other | $2.3M | 3% |
