vs
安霸（AMBA）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是安霸的15.6倍（$1.7B vs $108.5M）。格罗方德净利率更高（14.8% vs -13.9%，领先28.7%）。安霸同比增速更快（31.2% vs -2.9%）。过去两年安霸的营收复合增速更高（45.0% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
AMBA vs GFS — 直观对比
营收规模更大
GFS
是对方的15.6倍
$108.5M
营收增速更快
AMBA
高出34.1%
-2.9%
净利率更高
GFS
高出28.7%
-13.9%
两年增速更快
AMBA
近两年复合增速
-4.3%
损益表 — Q3 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $1.7B |
| 净利润 | $-15.1M | $249.0M |
| 毛利率 | 59.6% | 24.8% |
| 营业利润率 | -15.0% | 11.6% |
| 净利率 | -13.9% | 14.8% |
| 营收同比 | 31.2% | -2.9% |
| 净利润同比 | 37.2% | 39.9% |
| 每股收益（稀释后） | $-0.35 | $0.44 |
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AMBAGFS
| Q4 25 | $108.5M | — | ||
| Q3 25 | $95.5M | $1.7B | ||
| Q2 25 | $85.9M | $1.7B | ||
| Q1 25 | $84.0M | $1.6B | ||
| Q4 24 | $82.7M | — | ||
| Q3 24 | $63.7M | $1.7B | ||
| Q2 24 | $54.5M | $1.6B | ||
| Q1 24 | $51.6M | $1.5B |
净利润AMBAGFS
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $249.0M | ||
| Q2 25 | $-24.3M | $228.0M | ||
| Q1 25 | $-20.2M | $211.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $178.0M | ||
| Q2 24 | $-37.9M | $155.0M | ||
| Q1 24 | $-60.6M | $134.0M |
毛利率AMBAGFS
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | 24.8% | ||
| Q2 25 | 60.0% | 24.2% | ||
| Q1 25 | 60.0% | 22.4% | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | 23.8% | ||
| Q2 24 | 60.9% | 24.2% | ||
| Q1 24 | 59.8% | 25.4% |
营业利润率AMBAGFS
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | 11.6% | ||
| Q2 25 | -30.1% | 11.6% | ||
| Q1 25 | -30.2% | 9.5% | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | 10.6% | ||
| Q2 24 | -72.4% | 9.5% | ||
| Q1 24 | -80.8% | 9.5% |
净利率AMBAGFS
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 14.8% | ||
| Q2 25 | -28.3% | 13.5% | ||
| Q1 25 | -24.1% | 13.3% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 10.2% | ||
| Q2 24 | -69.6% | 9.5% | ||
| Q1 24 | -117.4% | 8.7% |
每股收益（稀释后）AMBAGFS
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | $0.44 | ||
| Q2 25 | $-0.58 | $0.41 | ||
| Q1 25 | $-0.48 | $0.38 | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | $0.32 | ||
| Q2 24 | $-0.93 | $0.28 | ||
| Q1 24 | $-1.51 | $0.24 |
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 | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $11.8B |
| 总资产 | $751.9M | $16.7B |
| 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AMBAGFS
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | $2.0B | ||
| Q2 25 | $141.3M | $1.8B | ||
| Q1 25 | $144.6M | $1.6B | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | $2.3B | ||
| Q2 24 | $131.8M | $2.2B | ||
| Q1 24 | $144.9M | $2.2B |
股东权益AMBAGFS
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | $11.8B | ||
| Q2 25 | $572.7M | $11.5B | ||
| Q1 25 | $561.4M | $11.1B | ||
| Q4 24 | $554.3M | — | ||
| Q3 24 | $547.6M | $11.6B | ||
| Q2 24 | $555.4M | $11.3B | ||
| Q1 24 | $559.9M | $11.3B |
总资产AMBAGFS
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | $16.7B | ||
| Q2 25 | $701.9M | $16.8B | ||
| Q1 25 | $689.0M | $16.5B | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $650.3M | $18.1B | ||
| Q2 24 | $638.7M | — | ||
| Q1 24 | $657.7M | — |
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 | $595.0M |
| 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 | — | 2.39× |
| 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AMBAGFS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $595.0M | ||
| Q2 25 | $14.8M | $431.0M | ||
| Q1 25 | $25.4M | $331.0M | ||
| Q4 24 | $6.6M | — | ||
| Q3 24 | $16.7M | $375.0M | ||
| Q2 24 | $-15.0M | $402.0M | ||
| Q1 24 | $-4.0M | $488.0M |
自由现金流AMBAGFS
| 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 | — | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBAGFS
| 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% | — | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBAGFS
| 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% | — | ||
| Q1 24 | 3.7% | — |
现金转化率AMBAGFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.59× | ||
| Q1 24 | — | 3.64× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
