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安霸（AMBA）与InterDigital, Inc.（IDCC）财务数据对比。点击上方公司名可切换其他公司
InterDigital, Inc.的季度营收约是安霸的1.9倍（$205.4M vs $108.5M），InterDigital, Inc.净利率更高（36.7% vs -13.9%，领先50.6%），安霸同比增速更快（31.2% vs -2.4%），过去两年安霸的营收复合增速更高（45.0% vs -4.1%）
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。
InterDigital, Inc.是一家美国科技研发企业，成立于1972年，于纳斯达克挂牌上市，为标普600指数成分股，面向全球市场为移动设备、通信网络及相关服务领域提供无线与视频技术解决方案，在相关技术研发领域拥有深厚积累。
AMBA vs IDCC — 直观对比
营收规模更大
IDCC
是对方的1.9倍
$108.5M
营收增速更快
AMBA
高出33.6%
-2.4%
净利率更高
IDCC
高出50.6%
-13.9%
两年增速更快
AMBA
近两年复合增速
-4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $205.4M |
| 净利润 | $-15.1M | $75.3M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 40.0% |
| 净利率 | -13.9% | 36.7% |
| 营收同比 | 31.2% | -2.4% |
| 净利润同比 | 37.2% | -34.8% |
| 每股收益（稀释后） | $-0.35 | $2.14 |
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AMBAIDCC
| Q1 26 | — | $205.4M | ||
| Q4 25 | $108.5M | $158.2M | ||
| Q3 25 | $95.5M | $164.7M | ||
| Q2 25 | $85.9M | $300.6M | ||
| Q1 25 | $84.0M | $210.5M | ||
| Q4 24 | $82.7M | $252.8M | ||
| Q3 24 | $63.7M | $128.7M | ||
| Q2 24 | $54.5M | $223.5M |
净利润AMBAIDCC
| Q1 26 | — | $75.3M | ||
| Q4 25 | $-15.1M | $43.0M | ||
| Q3 25 | $-20.0M | $67.5M | ||
| Q2 25 | $-24.3M | $180.6M | ||
| Q1 25 | $-20.2M | $115.6M | ||
| Q4 24 | $-24.1M | $133.1M | ||
| Q3 24 | $-34.9M | $34.2M | ||
| Q2 24 | $-37.9M | $109.7M |
毛利率AMBAIDCC
| 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AMBAIDCC
| Q1 26 | — | 40.0% | ||
| Q4 25 | -15.0% | 30.2% | ||
| Q3 25 | -23.0% | 46.0% | ||
| Q2 25 | -30.1% | 68.3% | ||
| Q1 25 | -30.2% | 62.6% | ||
| Q4 24 | -30.9% | 64.3% | ||
| Q3 24 | -56.9% | 30.6% | ||
| Q2 24 | -72.4% | 59.9% |
净利率AMBAIDCC
| Q1 26 | — | 36.7% | ||
| Q4 25 | -13.9% | 27.2% | ||
| Q3 25 | -20.9% | 41.0% | ||
| Q2 25 | -28.3% | 60.1% | ||
| Q1 25 | -24.1% | 54.9% | ||
| Q4 24 | -29.1% | 52.7% | ||
| Q3 24 | -54.8% | 26.6% | ||
| Q2 24 | -69.6% | 49.1% |
每股收益（稀释后）AMBAIDCC
| Q1 26 | — | $2.14 | ||
| Q4 25 | $-0.35 | $1.07 | ||
| Q3 25 | $-0.47 | $1.93 | ||
| Q2 25 | $-0.58 | $5.35 | ||
| Q1 25 | $-0.48 | $3.45 | ||
| Q4 24 | $-0.58 | $4.12 | ||
| Q3 24 | $-0.85 | $1.14 | ||
| Q2 24 | $-0.93 | $3.93 |
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 | — | $377.8M |
| 股东权益账面价值 | $590.1M | $1.1B |
| 总资产 | $751.9M | $2.1B |
| 负债/权益比越低杠杆越低 | — | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | $174.1M | $1.2B | ||
| Q3 25 | $142.7M | $1.3B | ||
| Q2 25 | $141.3M | $937.0M | ||
| Q1 25 | $144.6M | $883.3M | ||
| Q4 24 | $127.1M | $958.2M | ||
| Q3 24 | $153.9M | $813.2M | ||
| Q2 24 | $131.8M | $760.3M |
总债务AMBAIDCC
| Q1 26 | — | $377.8M | ||
| Q4 25 | — | $16.3M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | — | $16.6M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | — | $15.4M | ||
| Q3 24 | — | $18.3M | ||
| Q2 24 | — | $17.7M |
股东权益AMBAIDCC
| Q1 26 | — | $1.1B | ||
| Q4 25 | $590.1M | $1.1B | ||
| Q3 25 | $576.5M | $1.1B | ||
| Q2 25 | $572.7M | $1.1B | ||
| Q1 25 | $561.4M | $936.9M | ||
| Q4 24 | $554.3M | $857.2M | ||
| Q3 24 | $547.6M | $722.5M | ||
| Q2 24 | $555.4M | $696.8M |
总资产AMBAIDCC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $751.9M | $2.1B | ||
| Q3 25 | $706.4M | $2.1B | ||
| Q2 25 | $701.9M | $2.0B | ||
| Q1 25 | $689.0M | $1.9B | ||
| Q4 24 | $670.8M | $1.8B | ||
| Q3 24 | $650.3M | $1.7B | ||
| Q2 24 | $638.7M | $1.6B |
负债/权益比AMBAIDCC
| Q1 26 | — | 0.34× | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.03× | ||
| Q2 24 | — | 0.03× |
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AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $544.5M | ||
| Q3 25 | $5.5M | $395.9M | ||
| Q2 25 | $14.8M | $105.1M | ||
| Q1 25 | $25.4M | $-20.0M | ||
| Q4 24 | $6.6M | $271.5M | ||
| Q3 24 | $16.7M | $77.6M | ||
| Q2 24 | $-15.0M | $-48.9M |
自由现金流AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $528.6M | ||
| Q3 25 | $1.4M | $395.3M | ||
| Q2 25 | $10.2M | $104.5M | ||
| Q1 25 | $21.2M | $-34.5M | ||
| Q4 24 | $4.1M | $265.7M | ||
| Q3 24 | $14.2M | $76.7M | ||
| Q2 24 | $-16.1M | $-49.5M |
自由现金流率AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 334.0% | ||
| Q3 25 | 1.4% | 240.1% | ||
| Q2 25 | 11.9% | 34.8% | ||
| Q1 25 | 25.3% | -16.4% | ||
| Q4 24 | 5.0% | 105.1% | ||
| Q3 24 | 22.2% | 59.6% | ||
| Q2 24 | -29.5% | -22.1% |
资本支出强度AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 10.0% | ||
| Q3 25 | 4.3% | 0.4% | ||
| Q2 25 | 5.3% | 0.2% | ||
| Q1 25 | 5.0% | 6.9% | ||
| Q4 24 | 3.0% | 2.3% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 2.1% | 0.3% |
现金转化率AMBAIDCC
| Q1 26 | — | — | ||
| Q4 25 | — | 12.67× | ||
| Q3 25 | — | 5.87× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | -0.17× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | — | 2.27× | ||
| Q2 24 | — | -0.45× |
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% |
IDCC
暂无分部数据
