vs
安霸（AMBA）与JOHNSON OUTDOORS INC（JOUT）财务数据对比。点击上方公司名可切换其他公司
JOHNSON OUTDOORS INC的季度营收约是安霸的1.3倍（$140.9M vs $108.5M），JOHNSON OUTDOORS INC净利率更高（-2.3% vs -13.9%，领先11.6%），安霸同比增速更快（31.2% vs 30.9%），安霸自由现金流更多（$31.4M vs $-42.7M），过去两年安霸的营收复合增速更高（45.0% vs -10.5%）
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。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
AMBA vs JOUT — 直观对比
营收规模更大
JOUT
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出0.3%
30.9%
净利率更高
JOUT
高出11.6%
-13.9%
自由现金流更多
AMBA
多$74.1M
$-42.7M
两年增速更快
AMBA
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $140.9M |
| 净利润 | $-15.1M | $-3.3M |
| 毛利率 | 59.6% | 36.6% |
| 营业利润率 | -15.0% | -2.1% |
| 净利率 | -13.9% | -2.3% |
| 营收同比 | 31.2% | 30.9% |
| 净利润同比 | 37.2% | 78.4% |
| 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AMBAJOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $108.5M | $135.8M | ||
| Q3 25 | $95.5M | — | ||
| Q2 25 | $85.9M | $180.7M | ||
| Q1 25 | $84.0M | $168.3M | ||
| Q4 24 | $82.7M | $107.6M | ||
| Q3 24 | $63.7M | $105.9M | ||
| Q2 24 | $54.5M | $172.5M |
净利润AMBAJOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $-15.1M | $-29.1M | ||
| Q3 25 | $-20.0M | — | ||
| Q2 25 | $-24.3M | $7.7M | ||
| Q1 25 | $-20.2M | $2.3M | ||
| Q4 24 | $-24.1M | $-15.3M | ||
| Q3 24 | $-34.9M | $-34.3M | ||
| Q2 24 | $-37.9M | $1.6M |
毛利率AMBAJOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 59.6% | 36.2% | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | 37.6% | ||
| Q1 25 | 60.0% | 35.0% | ||
| Q4 24 | 60.6% | 29.9% | ||
| Q3 24 | 60.8% | 23.5% | ||
| Q2 24 | 60.9% | 35.8% |
营业利润率AMBAJOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | -15.0% | -6.0% | ||
| Q3 25 | -23.0% | — | ||
| Q2 25 | -30.1% | 4.1% | ||
| Q1 25 | -30.2% | 2.9% | ||
| Q4 24 | -30.9% | -18.8% | ||
| Q3 24 | -56.9% | -40.4% | ||
| Q2 24 | -72.4% | -0.3% |
净利率AMBAJOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | -13.9% | -21.4% | ||
| Q3 25 | -20.9% | — | ||
| Q2 25 | -28.3% | 4.3% | ||
| Q1 25 | -24.1% | 1.4% | ||
| Q4 24 | -29.1% | -14.2% | ||
| Q3 24 | -54.8% | -32.4% | ||
| Q2 24 | -69.6% | 0.9% |
每股收益（稀释后）AMBAJOUT
| Q1 26 | — | — | ||
| 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 | — |
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 | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $590.1M | $413.5M |
| 总资产 | $751.9M | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMBAJOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $174.1M | $176.4M | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | $161.0M | ||
| Q1 25 | $144.6M | $94.0M | ||
| Q4 24 | $127.1M | $101.6M | ||
| Q3 24 | $153.9M | $162.0M | ||
| Q2 24 | $131.8M | $148.4M |
总债务AMBAJOUT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益AMBAJOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $590.1M | $418.4M | ||
| Q3 25 | $576.5M | — | ||
| Q2 25 | $572.7M | $450.5M | ||
| Q1 25 | $561.4M | $441.1M | ||
| Q4 24 | $554.3M | $440.3M | ||
| Q3 24 | $547.6M | $463.4M | ||
| Q2 24 | $555.4M | $498.7M |
总资产AMBAJOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $751.9M | $604.1M | ||
| Q3 25 | $706.4M | — | ||
| Q2 25 | $701.9M | $634.5M | ||
| Q1 25 | $689.0M | $624.5M | ||
| Q4 24 | $670.8M | $612.9M | ||
| Q3 24 | $650.3M | $635.2M | ||
| Q2 24 | $638.7M | $679.8M |
负债/权益比AMBAJOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-42.7M |
| 自由现金流率自由现金流/营收 | 29.0% | -30.3% |
| 资本支出强度资本支出/营收 | 2.7% | 3.0% |
| 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 | $38.5M |
8季度趋势，按日历期对齐
经营现金流AMBAJOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $34.3M | $23.4M | ||
| Q3 25 | $5.5M | — | ||
| Q2 25 | $14.8M | $71.4M | ||
| Q1 25 | $25.4M | $-1.7M | ||
| Q4 24 | $6.6M | $-36.9M | ||
| Q3 24 | $16.7M | $19.1M | ||
| Q2 24 | $-15.0M | $73.7M |
自由现金流AMBAJOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $31.4M | $19.2M | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | $66.9M | ||
| Q1 25 | $21.2M | $-5.0M | ||
| Q4 24 | $4.1M | $-41.0M | ||
| Q3 24 | $14.2M | $13.5M | ||
| Q2 24 | $-16.1M | $67.4M |
自由现金流率AMBAJOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | 29.0% | 14.2% | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | 37.0% | ||
| Q1 25 | 25.3% | -2.9% | ||
| Q4 24 | 5.0% | -38.1% | ||
| Q3 24 | 22.2% | 12.8% | ||
| Q2 24 | -29.5% | 39.1% |
资本支出强度AMBAJOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | 2.7% | 3.1% | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 5.0% | 2.0% | ||
| Q4 24 | 3.0% | 3.8% | ||
| Q3 24 | 4.0% | 5.3% | ||
| Q2 24 | 2.1% | 3.6% |
现金转化率AMBAJOUT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 9.22× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
