vs
安霸（AMBA）与牛津地产（IIPR）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牛津地产的1.6倍（$108.5M vs $66.7M），牛津地产净利率更高（47.8% vs -13.9%，领先61.7%），安霸同比增速更快（31.2% vs -13.1%），过去两年安霸的营收复合增速更高（45.0% vs -6.0%）
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。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
AMBA vs IIPR — 直观对比
营收规模更大
AMBA
是对方的1.6倍
$66.7M
营收增速更快
AMBA
高出44.4%
-13.1%
净利率更高
IIPR
高出61.7%
-13.9%
两年增速更快
AMBA
近两年复合增速
-6.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $66.7M |
| 净利润 | $-15.1M | $31.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 47.8% |
| 净利率 | -13.9% | 47.8% |
| 营收同比 | 31.2% | -13.1% |
| 净利润同比 | 37.2% | -20.4% |
| 每股收益（稀释后） | $-0.35 | $1.07 |
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AMBAIIPR
| Q4 25 | $108.5M | $66.7M | ||
| Q3 25 | $95.5M | $64.7M | ||
| Q2 25 | $85.9M | $62.9M | ||
| Q1 25 | $84.0M | $71.7M | ||
| Q4 24 | $82.7M | $76.7M | ||
| Q3 24 | $63.7M | $76.5M | ||
| Q2 24 | $54.5M | $79.8M | ||
| Q1 24 | $51.6M | $75.5M |
净利润AMBAIIPR
| Q4 25 | $-15.1M | $31.8M | ||
| Q3 25 | $-20.0M | $29.3M | ||
| Q2 25 | $-24.3M | $26.0M | ||
| Q1 25 | $-20.2M | $31.1M | ||
| Q4 24 | $-24.1M | $40.0M | ||
| Q3 24 | $-34.9M | $40.2M | ||
| Q2 24 | $-37.9M | $42.0M | ||
| Q1 24 | $-60.6M | $39.4M |
毛利率AMBAIIPR
| 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AMBAIIPR
| Q4 25 | -15.0% | 47.8% | ||
| Q3 25 | -23.0% | 45.5% | ||
| Q2 25 | -30.1% | 45.9% | ||
| Q1 25 | -30.2% | 47.4% | ||
| Q4 24 | -30.9% | 54.7% | ||
| Q3 24 | -56.9% | 54.8% | ||
| Q2 24 | -72.4% | 53.1% | ||
| Q1 24 | -80.8% | 55.7% |
净利率AMBAIIPR
| Q4 25 | -13.9% | 47.8% | ||
| Q3 25 | -20.9% | 45.3% | ||
| Q2 25 | -28.3% | 41.4% | ||
| Q1 25 | -24.1% | 43.3% | ||
| Q4 24 | -29.1% | 52.2% | ||
| Q3 24 | -54.8% | 52.6% | ||
| Q2 24 | -69.6% | 52.6% | ||
| Q1 24 | -117.4% | 52.3% |
每股收益（稀释后）AMBAIIPR
| Q4 25 | $-0.35 | $1.07 | ||
| Q3 25 | $-0.47 | $0.97 | ||
| Q2 25 | $-0.58 | $0.86 | ||
| Q1 25 | $-0.48 | $1.03 | ||
| Q4 24 | $-0.58 | $1.35 | ||
| Q3 24 | $-0.85 | $1.37 | ||
| Q2 24 | $-0.93 | $1.44 | ||
| Q1 24 | $-1.51 | $1.36 |
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 | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | $590.1M | $1.8B |
| 总资产 | $751.9M | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AMBAIIPR
| Q4 25 | $174.1M | $47.6M | ||
| Q3 25 | $142.7M | $41.9M | ||
| Q2 25 | $141.3M | $104.9M | ||
| Q1 25 | $144.6M | $133.3M | ||
| Q4 24 | $127.1M | $151.2M | ||
| Q3 24 | $153.9M | $172.4M | ||
| Q2 24 | $131.8M | $160.9M | ||
| Q1 24 | $144.9M | $173.5M |
总债务AMBAIIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBAIIPR
| Q4 25 | $590.1M | $1.8B | ||
| Q3 25 | $576.5M | $1.9B | ||
| Q2 25 | $572.7M | $1.9B | ||
| Q1 25 | $561.4M | $1.9B | ||
| Q4 24 | $554.3M | $1.9B | ||
| Q3 24 | $547.6M | $1.9B | ||
| Q2 24 | $555.4M | $1.9B | ||
| Q1 24 | $559.9M | $2.0B |
总资产AMBAIIPR
| Q4 25 | $751.9M | $2.4B | ||
| Q3 25 | $706.4M | $2.3B | ||
| Q2 25 | $701.9M | $2.3B | ||
| Q1 25 | $689.0M | $2.4B | ||
| Q4 24 | $670.8M | $2.4B | ||
| Q3 24 | $650.3M | $2.4B | ||
| Q2 24 | $638.7M | $2.4B | ||
| Q1 24 | $657.7M | $2.4B |
负债/权益比AMBAIIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $198.2M |
| 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 | — | 6.22× |
| 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AMBAIIPR
| Q4 25 | $34.3M | $198.2M | ||
| Q3 25 | $5.5M | $45.6M | ||
| Q2 25 | $14.8M | $48.4M | ||
| Q1 25 | $25.4M | $54.2M | ||
| Q4 24 | $6.6M | $258.4M | ||
| Q3 24 | $16.7M | $64.9M | ||
| Q2 24 | $-15.0M | $64.2M | ||
| Q1 24 | $-4.0M | $71.6M |
自由现金流AMBAIIPR
| 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AMBAIIPR
| 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AMBAIIPR
| 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AMBAIIPR
| Q4 25 | — | 6.22× | ||
| Q3 25 | — | 1.56× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 1.75× | ||
| Q4 24 | — | 6.46× | ||
| Q3 24 | — | 1.61× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.82× |
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% |
IIPR
暂无分部数据
