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安霸（AMBA）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是安霸的1.4倍（$150.6M vs $108.5M），GLAUKOS Corp净利率更高（6.2% vs -13.9%，领先20.2%），GLAUKOS Corp同比增速更快（41.2% vs 31.2%），过去两年安霸的营收复合增速更高（45.0% vs 25.4%）
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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
AMBA vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.4倍
$108.5M
营收增速更快
GKOS
高出10.0%
31.2%
净利率更高
GKOS
高出20.2%
-13.9%
两年增速更快
AMBA
近两年复合增速
25.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $150.6M |
| 净利润 | $-15.1M | $9.4M |
| 毛利率 | 59.6% | 77.9% |
| 营业利润率 | -15.0% | 9.0% |
| 净利率 | -13.9% | 6.2% |
| 营收同比 | 31.2% | 41.2% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | — |
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AMBAGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $108.5M | $143.1M | ||
| Q3 25 | $95.5M | $133.5M | ||
| Q2 25 | $85.9M | $124.1M | ||
| Q1 25 | $84.0M | $106.7M | ||
| Q4 24 | $82.7M | $105.5M | ||
| Q3 24 | $63.7M | $96.7M | ||
| Q2 24 | $54.5M | $95.7M |
净利润AMBAGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $-15.1M | $-133.7M | ||
| Q3 25 | $-20.0M | $-16.2M | ||
| Q2 25 | $-24.3M | $-19.7M | ||
| Q1 25 | $-20.2M | $-18.1M | ||
| Q4 24 | $-24.1M | $-33.6M | ||
| Q3 24 | $-34.9M | $-21.4M | ||
| Q2 24 | $-37.9M | $-50.5M |
毛利率AMBAGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 59.6% | -1.1% | ||
| Q3 25 | 58.9% | 78.4% | ||
| Q2 25 | 60.0% | 78.3% | ||
| Q1 25 | 60.0% | 77.2% | ||
| Q4 24 | 60.6% | 72.9% | ||
| Q3 24 | 60.8% | 76.6% | ||
| Q2 24 | 60.9% | 76.4% |
营业利润率AMBAGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | -15.0% | -97.7% | ||
| Q3 25 | -23.0% | -12.3% | ||
| Q2 25 | -30.1% | -18.3% | ||
| Q1 25 | -30.2% | -19.4% | ||
| Q4 24 | -30.9% | -27.2% | ||
| Q3 24 | -56.9% | -25.5% | ||
| Q2 24 | -72.4% | -31.3% |
净利率AMBAGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | -13.9% | -93.4% | ||
| Q3 25 | -20.9% | -12.2% | ||
| Q2 25 | -28.3% | -15.8% | ||
| Q1 25 | -24.1% | -17.0% | ||
| Q4 24 | -29.1% | -31.8% | ||
| Q3 24 | -54.8% | -22.1% | ||
| Q2 24 | -69.6% | -52.8% |
每股收益（稀释后）AMBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-0.35 | $-2.34 | ||
| Q3 25 | $-0.47 | $-0.28 | ||
| Q2 25 | $-0.58 | $-0.34 | ||
| Q1 25 | $-0.48 | $-0.32 | ||
| Q4 24 | $-0.58 | $-0.56 | ||
| Q3 24 | $-0.85 | $-0.39 | ||
| Q2 24 | $-0.93 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $670.9M |
| 总资产 | $751.9M | $893.3M |
| 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AMBAGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $174.1M | $90.8M | ||
| Q3 25 | $142.7M | $98.2M | ||
| Q2 25 | $141.3M | $100.8M | ||
| Q1 25 | $144.6M | $114.3M | ||
| Q4 24 | $127.1M | $169.6M | ||
| Q3 24 | $153.9M | $100.1M | ||
| Q2 24 | $131.8M | $68.1M |
股东权益AMBAGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $590.1M | $656.2M | ||
| Q3 25 | $576.5M | $769.5M | ||
| Q2 25 | $572.7M | $765.1M | ||
| Q1 25 | $561.4M | $764.0M | ||
| Q4 24 | $554.3M | $766.9M | ||
| Q3 24 | $547.6M | $668.5M | ||
| Q2 24 | $555.4M | $665.2M |
总资产AMBAGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $751.9M | $893.5M | ||
| Q3 25 | $706.4M | $999.4M | ||
| Q2 25 | $701.9M | $987.0M | ||
| Q1 25 | $689.0M | $966.2M | ||
| Q4 24 | $670.8M | $974.8M | ||
| Q3 24 | $650.3M | $926.5M | ||
| Q2 24 | $638.7M | $919.7M |
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 | — |
| 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AMBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $6.8M | ||
| Q3 25 | $5.5M | $-10.1M | ||
| Q2 25 | $14.8M | $7.0M | ||
| Q1 25 | $25.4M | $-18.5M | ||
| Q4 24 | $6.6M | $507.0K | ||
| Q3 24 | $16.7M | $-9.6M | ||
| Q2 24 | $-15.0M | $-18.4M |
自由现金流AMBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $3.9M | ||
| Q3 25 | $1.4M | $-11.7M | ||
| Q2 25 | $10.2M | $5.8M | ||
| Q1 25 | $21.2M | $-20.5M | ||
| Q4 24 | $4.1M | $-1.2M | ||
| Q3 24 | $14.2M | $-11.0M | ||
| Q2 24 | $-16.1M | $-20.5M |
自由现金流率AMBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 2.7% | ||
| Q3 25 | 1.4% | -8.8% | ||
| Q2 25 | 11.9% | 4.7% | ||
| Q1 25 | 25.3% | -19.2% | ||
| Q4 24 | 5.0% | -1.2% | ||
| Q3 24 | 22.2% | -11.4% | ||
| Q2 24 | -29.5% | -21.4% |
资本支出强度AMBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.0% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 1.8% | ||
| Q4 24 | 3.0% | 1.6% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 2.1% | 2.2% |
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% |
GKOS
暂无分部数据
