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安霸（AMBA）与HAVERTY FURNITURE COMPANIES INC（HVT）财务数据对比。点击上方公司名可切换其他公司
HAVERTY FURNITURE COMPANIES INC的季度营收约是安霸的1.9倍（$201.9M vs $108.5M），HAVERTY FURNITURE COMPANIES INC净利率更高（4.2% vs -13.9%，领先18.2%），安霸同比增速更快（31.2% vs 9.5%），安霸自由现金流更多（$31.4M vs $3.0M），过去两年安霸的营收复合增速更高（45.0% vs 4.8%）
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。
该企业原名为国际鞋业公司，1911年由两家鞋企合并成立于美国密苏里州克莱顿，后开展多元化业务并逐步退出制鞋领域，最终更名为家具品牌国际，是美国家居行业知名企业，曾拥有布罗伊希尔等多个知名家具品牌。
AMBA vs HVT — 直观对比
营收规模更大
HVT
是对方的1.9倍
$108.5M
营收增速更快
AMBA
高出21.7%
9.5%
净利率更高
HVT
高出18.2%
-13.9%
自由现金流更多
AMBA
多$28.4M
$3.0M
两年增速更快
AMBA
近两年复合增速
4.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $201.9M |
| 净利润 | $-15.1M | $8.5M |
| 毛利率 | 59.6% | 60.4% |
| 营业利润率 | -15.0% | 5.3% |
| 净利率 | -13.9% | 4.2% |
| 营收同比 | 31.2% | 9.5% |
| 净利润同比 | 37.2% | 4.1% |
| 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AMBAHVT
| Q4 25 | $108.5M | $201.9M | ||
| Q3 25 | $95.5M | $194.5M | ||
| Q2 25 | $85.9M | $181.0M | ||
| Q1 25 | $84.0M | $181.6M | ||
| Q4 24 | $82.7M | $184.4M | ||
| Q3 24 | $63.7M | $175.9M | ||
| Q2 24 | $54.5M | $178.6M | ||
| Q1 24 | $51.6M | $184.0M |
净利润AMBAHVT
| Q4 25 | $-15.1M | $8.5M | ||
| Q3 25 | $-20.0M | $4.7M | ||
| Q2 25 | $-24.3M | $2.7M | ||
| Q1 25 | $-20.2M | $3.8M | ||
| Q4 24 | $-24.1M | $8.2M | ||
| Q3 24 | $-34.9M | $4.9M | ||
| Q2 24 | $-37.9M | $4.4M | ||
| Q1 24 | $-60.6M | $2.4M |
毛利率AMBAHVT
| Q4 25 | 59.6% | 60.4% | ||
| Q3 25 | 58.9% | 60.3% | ||
| Q2 25 | 60.0% | 60.8% | ||
| Q1 25 | 60.0% | 61.2% | ||
| Q4 24 | 60.6% | 61.9% | ||
| Q3 24 | 60.8% | 60.2% | ||
| Q2 24 | 60.9% | 60.4% | ||
| Q1 24 | 59.8% | 60.3% |
营业利润率AMBAHVT
| Q4 25 | -15.0% | 5.3% | ||
| Q3 25 | -23.0% | 3.3% | ||
| Q2 25 | -30.1% | 2.4% | ||
| Q1 25 | -30.2% | 2.9% | ||
| Q4 24 | -30.9% | 5.2% | ||
| Q3 24 | -56.9% | 3.9% | ||
| Q2 24 | -72.4% | 3.6% | ||
| Q1 24 | -80.8% | 1.7% |
净利率AMBAHVT
| Q4 25 | -13.9% | 4.2% | ||
| Q3 25 | -20.9% | 2.4% | ||
| Q2 25 | -28.3% | 1.5% | ||
| Q1 25 | -24.1% | 2.1% | ||
| Q4 24 | -29.1% | 4.4% | ||
| Q3 24 | -54.8% | 2.8% | ||
| Q2 24 | -69.6% | 2.5% | ||
| Q1 24 | -117.4% | 1.3% |
每股收益（稀释后）AMBAHVT
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $125.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $307.9M |
| 总资产 | $751.9M | $649.1M |
| 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AMBAHVT
| Q4 25 | $174.1M | $125.3M | ||
| Q3 25 | $142.7M | $130.5M | ||
| Q2 25 | $141.3M | $107.4M | ||
| Q1 25 | $144.6M | $111.9M | ||
| Q4 24 | $127.1M | $120.0M | ||
| Q3 24 | $153.9M | $121.2M | ||
| Q2 24 | $131.8M | $109.9M | ||
| Q1 24 | $144.9M | $111.8M |
股东权益AMBAHVT
| Q4 25 | $590.1M | $307.9M | ||
| Q3 25 | $576.5M | $306.0M | ||
| Q2 25 | $572.7M | $304.9M | ||
| Q1 25 | $561.4M | $305.4M | ||
| Q4 24 | $554.3M | $307.6M | ||
| Q3 24 | $547.6M | $307.8M | ||
| Q2 24 | $555.4M | $307.1M | ||
| Q1 24 | $559.9M | $306.7M |
总资产AMBAHVT
| Q4 25 | $751.9M | $649.1M | ||
| Q3 25 | $706.4M | $651.7M | ||
| Q2 25 | $701.9M | $642.7M | ||
| Q1 25 | $689.0M | $642.7M | ||
| Q4 24 | $670.8M | $648.7M | ||
| Q3 24 | $650.3M | $659.3M | ||
| Q2 24 | $638.7M | $642.1M | ||
| Q1 24 | $657.7M | $640.5M |
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 | $7.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $3.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 1.5% |
| 资本支出强度资本支出/营收 | 2.7% | 2.2% |
| 现金转化率经营现金流/净利润 | — | 0.86× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $33.0M |
8季度趋势，按日历期对齐
经营现金流AMBAHVT
| Q4 25 | $34.3M | $7.4M | ||
| Q3 25 | $5.5M | $31.9M | ||
| Q2 25 | $14.8M | $7.2M | ||
| Q1 25 | $25.4M | $6.2M | ||
| Q4 24 | $6.6M | $16.9M | ||
| Q3 24 | $16.7M | $24.4M | ||
| Q2 24 | $-15.0M | $14.4M | ||
| Q1 24 | $-4.0M | $3.1M |
自由现金流AMBAHVT
| Q4 25 | $31.4M | $3.0M | ||
| Q3 25 | $1.4M | $28.3M | ||
| Q2 25 | $10.2M | $1.6M | ||
| Q1 25 | $21.2M | $27.0K | ||
| Q4 24 | $4.1M | $9.1M | ||
| Q3 24 | $14.2M | $16.1M | ||
| Q2 24 | $-16.1M | $4.9M | ||
| Q1 24 | $-6.0M | $-3.3M |
自由现金流率AMBAHVT
| Q4 25 | 29.0% | 1.5% | ||
| Q3 25 | 1.4% | 14.6% | ||
| Q2 25 | 11.9% | 0.9% | ||
| Q1 25 | 25.3% | 0.0% | ||
| Q4 24 | 5.0% | 4.9% | ||
| Q3 24 | 22.2% | 9.2% | ||
| Q2 24 | -29.5% | 2.7% | ||
| Q1 24 | -11.6% | -1.8% |
资本支出强度AMBAHVT
| Q4 25 | 2.7% | 2.2% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 3.1% | ||
| Q1 25 | 5.0% | 3.4% | ||
| Q4 24 | 3.0% | 4.2% | ||
| Q3 24 | 4.0% | 4.7% | ||
| Q2 24 | 2.1% | 5.3% | ||
| Q1 24 | 3.7% | 3.5% |
现金转化率AMBAHVT
| Q4 25 | — | 0.86× | ||
| Q3 25 | — | 6.75× | ||
| Q2 25 | — | 2.69× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 4.96× | ||
| Q2 24 | — | 3.25× | ||
| Q1 24 | — | 1.31× |
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% |
HVT
| Upholstery | $91.0M | 45% |
| Bedroom Furniture | $29.2M | 14% |
| Accessories And Other | $28.4M | 14% |
| Dining Room Furniture | $22.8M | 11% |
| Mattresses | $16.1M | 8% |
| Occasional | $14.4M | 7% |
