vs
安霸（AMBA）与IMAX（IMAX）财务数据对比。点击上方公司名可切换其他公司
IMAX的季度营收约是安霸的1.2倍（$125.2M vs $108.5M），IMAX净利率更高（0.5% vs -13.9%，领先14.4%），IMAX同比增速更快（35.1% vs 31.2%），安霸自由现金流更多（$31.4M vs $28.0M），过去两年安霸的营收复合增速更高（45.0% vs 25.8%）
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。
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
AMBA vs IMAX — 直观对比
营收规模更大
IMAX
是对方的1.2倍
$108.5M
营收增速更快
IMAX
高出3.9%
31.2%
净利率更高
IMAX
高出14.4%
-13.9%
自由现金流更多
AMBA
多$3.5M
$28.0M
两年增速更快
AMBA
近两年复合增速
25.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $125.2M |
| 净利润 | $-15.1M | $637.0K |
| 毛利率 | 59.6% | 57.6% |
| 营业利润率 | -15.0% | 19.3% |
| 净利率 | -13.9% | 0.5% |
| 营收同比 | 31.2% | 35.1% |
| 净利润同比 | 37.2% | -88.0% |
| 每股收益（稀释后） | $-0.35 | $0.02 |
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AMBAIMAX
| Q4 25 | $108.5M | $125.2M | ||
| Q3 25 | $95.5M | $106.7M | ||
| Q2 25 | $85.9M | $91.7M | ||
| Q1 25 | $84.0M | $86.7M | ||
| Q4 24 | $82.7M | $92.7M | ||
| Q3 24 | $63.7M | $91.5M | ||
| Q2 24 | $54.5M | $89.0M | ||
| Q1 24 | $51.6M | $79.1M |
净利润AMBAIMAX
| Q4 25 | $-15.1M | $637.0K | ||
| Q3 25 | $-20.0M | $20.7M | ||
| Q2 25 | $-24.3M | $11.3M | ||
| Q1 25 | $-20.2M | $2.3M | ||
| Q4 24 | $-24.1M | $5.3M | ||
| Q3 24 | $-34.9M | $13.9M | ||
| Q2 24 | $-37.9M | $3.6M | ||
| Q1 24 | $-60.6M | $3.3M |
毛利率AMBAIMAX
| Q4 25 | 59.6% | 57.6% | ||
| Q3 25 | 58.9% | 63.1% | ||
| Q2 25 | 60.0% | 58.5% | ||
| Q1 25 | 60.0% | 61.4% | ||
| Q4 24 | 60.6% | 52.2% | ||
| Q3 24 | 60.8% | 55.8% | ||
| Q2 24 | 60.9% | 49.4% | ||
| Q1 24 | 59.8% | 59.3% |
营业利润率AMBAIMAX
| Q4 25 | -15.0% | 19.3% | ||
| Q3 25 | -23.0% | 27.2% | ||
| Q2 25 | -30.1% | 15.6% | ||
| Q1 25 | -30.2% | 19.3% | ||
| Q4 24 | -30.9% | 10.3% | ||
| Q3 24 | -56.9% | 21.2% | ||
| Q2 24 | -72.4% | 3.2% | ||
| Q1 24 | -80.8% | 15.3% |
净利率AMBAIMAX
| Q4 25 | -13.9% | 0.5% | ||
| Q3 25 | -20.9% | 19.4% | ||
| Q2 25 | -28.3% | 12.3% | ||
| Q1 25 | -24.1% | 2.7% | ||
| Q4 24 | -29.1% | 5.7% | ||
| Q3 24 | -54.8% | 15.2% | ||
| Q2 24 | -69.6% | 4.0% | ||
| Q1 24 | -117.4% | 4.1% |
每股收益（稀释后）AMBAIMAX
| Q4 25 | $-0.35 | $0.02 | ||
| Q3 25 | $-0.47 | $0.37 | ||
| Q2 25 | $-0.58 | $0.20 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $0.09 | ||
| Q3 24 | $-0.85 | $0.26 | ||
| Q2 24 | $-0.93 | $0.07 | ||
| Q1 24 | $-1.51 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $337.9M |
| 总资产 | $751.9M | $894.0M |
| 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AMBAIMAX
| Q4 25 | $174.1M | $151.2M | ||
| Q3 25 | $142.7M | $143.1M | ||
| Q2 25 | $141.3M | $109.3M | ||
| Q1 25 | $144.6M | $97.1M | ||
| Q4 24 | $127.1M | $100.6M | ||
| Q3 24 | $153.9M | $104.5M | ||
| Q2 24 | $131.8M | $91.6M | ||
| Q1 24 | $144.9M | $81.0M |
股东权益AMBAIMAX
| Q4 25 | $590.1M | $337.9M | ||
| Q3 25 | $576.5M | $349.5M | ||
| Q2 25 | $572.7M | $320.4M | ||
| Q1 25 | $561.4M | $299.5M | ||
| Q4 24 | $554.3M | $299.5M | ||
| Q3 24 | $547.6M | $289.4M | ||
| Q2 24 | $555.4M | $267.2M | ||
| Q1 24 | $559.9M | $258.8M |
总资产AMBAIMAX
| Q4 25 | $751.9M | $894.0M | ||
| Q3 25 | $706.4M | $889.6M | ||
| Q2 25 | $701.9M | $868.6M | ||
| Q1 25 | $689.0M | $848.3M | ||
| Q4 24 | $670.8M | $830.4M | ||
| Q3 24 | $650.3M | $847.6M | ||
| Q2 24 | $638.7M | $827.4M | ||
| Q1 24 | $657.7M | $824.1M |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $28.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 22.3% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 46.11× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $118.9M |
8季度趋势，按日历期对齐
经营现金流AMBAIMAX
| Q4 25 | $34.3M | $29.4M | ||
| Q3 25 | $5.5M | $67.5M | ||
| Q2 25 | $14.8M | $23.2M | ||
| Q1 25 | $25.4M | $7.0M | ||
| Q4 24 | $6.6M | $11.5M | ||
| Q3 24 | $16.7M | $35.3M | ||
| Q2 24 | $-15.0M | $35.0M | ||
| Q1 24 | $-4.0M | $-11.0M |
自由现金流AMBAIMAX
| Q4 25 | $31.4M | $28.0M | ||
| Q3 25 | $1.4M | $64.8M | ||
| Q2 25 | $10.2M | $20.9M | ||
| Q1 25 | $21.2M | $5.3M | ||
| Q4 24 | $4.1M | $6.9M | ||
| Q3 24 | $14.2M | $34.2M | ||
| Q2 24 | $-16.1M | $33.5M | ||
| Q1 24 | $-6.0M | $-12.1M |
自由现金流率AMBAIMAX
| Q4 25 | 29.0% | 22.3% | ||
| Q3 25 | 1.4% | 60.7% | ||
| Q2 25 | 11.9% | 22.8% | ||
| Q1 25 | 25.3% | 6.1% | ||
| Q4 24 | 5.0% | 7.4% | ||
| Q3 24 | 22.2% | 37.3% | ||
| Q2 24 | -29.5% | 37.6% | ||
| Q1 24 | -11.6% | -15.3% |
资本支出强度AMBAIMAX
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 5.0% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 2.1% | 1.8% | ||
| Q1 24 | 3.7% | 1.4% |
现金转化率AMBAIMAX
| Q4 25 | — | 46.11× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
