vs
安霸（AMBA）与INDEPENDENT BANK CORP（INDB）财务数据对比。点击上方公司名可切换其他公司
INDEPENDENT BANK CORP的季度营收约是安霸的2.0倍（$212.5M vs $108.5M），INDEPENDENT BANK CORP净利率更高（35.5% vs -13.9%，领先49.4%），INDEPENDENT BANK CORP同比增速更快（46.9% vs 31.2%），INDEPENDENT BANK CORP自由现金流更多（$75.5M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 24.3%）
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。
Independent Bank Corp是一家总部位于美国密歇根州大急流城的商业银行，业务全部布局于密歇根州内，目前在全州范围内共设有62家实体营业网点，为当地个人及企业客户提供各类银行金融服务。
AMBA vs INDB — 直观对比
营收规模更大
INDB
是对方的2.0倍
$108.5M
营收增速更快
INDB
高出15.7%
31.2%
净利率更高
INDB
高出49.4%
-13.9%
自由现金流更多
INDB
多$44.1M
$31.4M
两年增速更快
AMBA
近两年复合增速
24.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $212.5M |
| 净利润 | $-15.1M | $75.3M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 35.5% |
| 营收同比 | 31.2% | 46.9% |
| 净利润同比 | 37.2% | 50.6% |
| 每股收益（稀释后） | $-0.35 | $1.51 |
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AMBAINDB
| Q4 25 | $108.5M | $212.5M | ||
| Q3 25 | $95.5M | $203.3M | ||
| Q2 25 | $85.9M | $147.5M | ||
| Q1 25 | $84.0M | $145.5M | ||
| Q4 24 | $82.7M | $144.7M | ||
| Q3 24 | $63.7M | $141.7M | ||
| Q2 24 | $54.5M | $137.9M | ||
| Q1 24 | $51.6M | $137.4M |
净利润AMBAINDB
| Q4 25 | $-15.1M | $75.3M | ||
| Q3 25 | $-20.0M | $34.3M | ||
| Q2 25 | $-24.3M | $51.1M | ||
| Q1 25 | $-20.2M | $44.4M | ||
| Q4 24 | $-24.1M | $50.0M | ||
| Q3 24 | $-34.9M | $42.9M | ||
| Q2 24 | $-37.9M | $51.3M | ||
| Q1 24 | $-60.6M | $47.8M |
毛利率AMBAINDB
| 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AMBAINDB
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | 21.8% | ||
| Q2 25 | -30.1% | 44.6% | ||
| Q1 25 | -30.2% | 39.3% | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | 39.0% | ||
| Q2 24 | -72.4% | 48.1% | ||
| Q1 24 | -80.8% | 45.5% |
净利率AMBAINDB
| Q4 25 | -13.9% | 35.5% | ||
| Q3 25 | -20.9% | 16.8% | ||
| Q2 25 | -28.3% | 34.6% | ||
| Q1 25 | -24.1% | 30.5% | ||
| Q4 24 | -29.1% | 34.6% | ||
| Q3 24 | -54.8% | 30.3% | ||
| Q2 24 | -69.6% | 37.2% | ||
| Q1 24 | -117.4% | 34.8% |
每股收益（稀释后）AMBAINDB
| Q4 25 | $-0.35 | $1.51 | ||
| Q3 25 | $-0.47 | $0.69 | ||
| Q2 25 | $-0.58 | $1.20 | ||
| Q1 25 | $-0.48 | $1.04 | ||
| Q4 24 | $-0.58 | $1.18 | ||
| Q3 24 | $-0.85 | $1.01 | ||
| Q2 24 | $-0.93 | $1.21 | ||
| Q1 24 | $-1.51 | $1.12 |
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 | — | — |
| 股东权益账面价值 | $590.1M | $3.6B |
| 总资产 | $751.9M | $24.9B |
| 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AMBAINDB
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
股东权益AMBAINDB
| Q4 25 | $590.1M | $3.6B | ||
| Q3 25 | $576.5M | $3.5B | ||
| Q2 25 | $572.7M | $3.1B | ||
| Q1 25 | $561.4M | $3.0B | ||
| Q4 24 | $554.3M | $3.0B | ||
| Q3 24 | $547.6M | $3.0B | ||
| Q2 24 | $555.4M | $2.9B | ||
| Q1 24 | $559.9M | $2.9B |
总资产AMBAINDB
| Q4 25 | $751.9M | $24.9B | ||
| Q3 25 | $706.4M | $25.0B | ||
| Q2 25 | $701.9M | $20.0B | ||
| Q1 25 | $689.0M | $19.9B | ||
| Q4 24 | $670.8M | $19.4B | ||
| Q3 24 | $650.3M | $19.4B | ||
| Q2 24 | $638.7M | $19.4B | ||
| Q1 24 | $657.7M | $19.3B |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $75.5M |
| 自由现金流率自由现金流/营收 | 29.0% | 35.5% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $239.0M |
8季度趋势，按日历期对齐
经营现金流AMBAINDB
| Q4 25 | $34.3M | $78.9M | ||
| Q3 25 | $5.5M | $52.2M | ||
| Q2 25 | $14.8M | $106.7M | ||
| Q1 25 | $25.4M | $13.3M | ||
| Q4 24 | $6.6M | $42.9M | ||
| Q3 24 | $16.7M | $70.2M | ||
| Q2 24 | $-15.0M | $65.6M | ||
| Q1 24 | $-4.0M | $51.1M |
自由现金流AMBAINDB
| Q4 25 | $31.4M | $75.5M | ||
| Q3 25 | $1.4M | $49.7M | ||
| Q2 25 | $10.2M | $102.5M | ||
| Q1 25 | $21.2M | $11.3M | ||
| Q4 24 | $4.1M | $36.5M | ||
| Q3 24 | $14.2M | $64.4M | ||
| Q2 24 | $-16.1M | $61.9M | ||
| Q1 24 | $-6.0M | $46.7M |
自由现金流率AMBAINDB
| Q4 25 | 29.0% | 35.5% | ||
| Q3 25 | 1.4% | 24.4% | ||
| Q2 25 | 11.9% | 69.5% | ||
| Q1 25 | 25.3% | 7.8% | ||
| Q4 24 | 5.0% | 25.2% | ||
| Q3 24 | 22.2% | 45.4% | ||
| Q2 24 | -29.5% | 44.9% | ||
| Q1 24 | -11.6% | 34.0% |
资本支出强度AMBAINDB
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 3.0% | 4.4% | ||
| Q3 24 | 4.0% | 4.1% | ||
| Q2 24 | 2.1% | 2.7% | ||
| Q1 24 | 3.7% | 3.2% |
现金转化率AMBAINDB
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 1.64× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.07× |
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% |
INDB
暂无分部数据
