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安霸（AMBA）与KORE Group Holdings, Inc.（KORE）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KORE Group Holdings, Inc.的1.5倍（$108.5M vs $73.9M），安霸净利率更高（-13.9% vs -25.0%，领先11.1%），安霸同比增速更快（31.2% vs 0.7%），安霸自由现金流更多（$31.4M vs $9.4M），过去两年安霸的营收复合增速更高（45.0% vs -1.4%）
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。
KORE Wireless是一家上市物联网连接服务商，提供物联网连接、托管服务及相关解决方案，业务覆盖医疗健康、物流、车队管理、公用事业、工业自动化等多个领域，目前在全球拥有超过2000万活跃连接数。
AMBA vs KORE — 直观对比
营收规模更大
AMBA
是对方的1.5倍
$73.9M
营收增速更快
AMBA
高出30.5%
0.7%
净利率更高
AMBA
高出11.1%
-25.0%
自由现金流更多
AMBA
多$22.0M
$9.4M
两年增速更快
AMBA
近两年复合增速
-1.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $73.9M |
| 净利润 | $-15.1M | $-18.5M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -0.8% |
| 净利率 | -13.9% | -25.0% |
| 营收同比 | 31.2% | 0.7% |
| 净利润同比 | 37.2% | 27.4% |
| 每股收益（稀释后） | $-0.35 | $-0.92 |
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AMBAKORE
| Q4 25 | $108.5M | $73.9M | ||
| Q3 25 | $95.5M | $68.7M | ||
| Q2 25 | $85.9M | $71.3M | ||
| Q1 25 | $84.0M | $72.1M | ||
| Q4 24 | $82.7M | $73.3M | ||
| Q3 24 | $63.7M | $68.9M | ||
| Q2 24 | $54.5M | $67.9M | ||
| Q1 24 | $51.6M | $76.0M |
净利润AMBAKORE
| Q4 25 | $-15.1M | $-18.5M | ||
| Q3 25 | $-20.0M | $-12.7M | ||
| Q2 25 | $-24.3M | $-16.9M | ||
| Q1 25 | $-20.2M | $-14.9M | ||
| Q4 24 | $-24.1M | $-25.4M | ||
| Q3 24 | $-34.9M | $-19.4M | ||
| Q2 24 | $-37.9M | $-83.6M | ||
| Q1 24 | $-60.6M | $-17.6M |
毛利率AMBAKORE
| 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AMBAKORE
| Q4 25 | -15.0% | -0.8% | ||
| Q3 25 | -23.0% | -6.1% | ||
| Q2 25 | -30.1% | -7.3% | ||
| Q1 25 | -30.2% | -3.4% | ||
| Q4 24 | -30.9% | -17.8% | ||
| Q3 24 | -56.9% | -8.2% | ||
| Q2 24 | -72.4% | -113.0% | ||
| Q1 24 | -80.8% | -9.7% |
净利率AMBAKORE
| Q4 25 | -13.9% | -25.0% | ||
| Q3 25 | -20.9% | -18.5% | ||
| Q2 25 | -28.3% | -23.7% | ||
| Q1 25 | -24.1% | -20.7% | ||
| Q4 24 | -29.1% | -34.7% | ||
| Q3 24 | -54.8% | -28.2% | ||
| Q2 24 | -69.6% | -123.2% | ||
| Q1 24 | -117.4% | -23.1% |
每股收益（稀释后）AMBAKORE
| Q4 25 | $-0.35 | $-0.92 | ||
| Q3 25 | $-0.47 | $-0.64 | ||
| Q2 25 | $-0.58 | $-0.86 | ||
| Q1 25 | $-0.48 | $-0.77 | ||
| Q4 24 | $-0.58 | $-1.29 | ||
| Q3 24 | $-0.85 | $-1.00 | ||
| Q2 24 | $-0.93 | $-4.37 | ||
| Q1 24 | $-1.51 | $-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 | $26.7M |
| 总债务越低越好 | — | $301.3M |
| 股东权益账面价值 | $590.1M | $-163.8M |
| 总资产 | $751.9M | $410.5M |
| 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AMBAKORE
| Q4 25 | $174.1M | $26.7M | ||
| Q3 25 | $142.7M | $19.3M | ||
| Q2 25 | $141.3M | $21.0M | ||
| Q1 25 | $144.6M | $19.7M | ||
| Q4 24 | $127.1M | $19.4M | ||
| Q3 24 | $153.9M | $18.6M | ||
| Q2 24 | $131.8M | $22.3M | ||
| Q1 24 | $144.9M | $23.0M |
总债务AMBAKORE
| Q4 25 | — | $301.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $303.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBAKORE
| Q4 25 | $590.1M | $-163.8M | ||
| Q3 25 | $576.5M | $-145.7M | ||
| Q2 25 | $572.7M | $-133.5M | ||
| Q1 25 | $561.4M | $-114.9M | ||
| Q4 24 | $554.3M | $-99.6M | ||
| Q3 24 | $547.6M | $-77.2M | ||
| Q2 24 | $555.4M | $-57.2M | ||
| Q1 24 | $559.9M | $22.3M |
总资产AMBAKORE
| Q4 25 | $751.9M | $410.5M | ||
| Q3 25 | $706.4M | $423.4M | ||
| Q2 25 | $701.9M | $432.9M | ||
| Q1 25 | $689.0M | $445.1M | ||
| Q4 24 | $670.8M | $455.8M | ||
| Q3 24 | $650.3M | $473.9M | ||
| Q2 24 | $638.7M | $487.7M | ||
| Q1 24 | $657.7M | $576.6M |
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 | $10.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $9.4M |
| 自由现金流率自由现金流/营收 | 29.0% | 12.7% |
| 资本支出强度资本支出/营收 | 2.7% | 1.5% |
| 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 | $15.8M |
8季度趋势，按日历期对齐
经营现金流AMBAKORE
| Q4 25 | $34.3M | $10.4M | ||
| Q3 25 | $5.5M | $1.1M | ||
| Q2 25 | $14.8M | $4.1M | ||
| Q1 25 | $25.4M | $2.9M | ||
| Q4 24 | $6.6M | $2.1M | ||
| Q3 24 | $16.7M | $1.2M | ||
| Q2 24 | $-15.0M | $4.0M | ||
| Q1 24 | $-4.0M | $1.9M |
自由现金流AMBAKORE
| Q4 25 | $31.4M | $9.4M | ||
| Q3 25 | $1.4M | $879.0K | ||
| Q2 25 | $10.2M | $2.8M | ||
| Q1 25 | $21.2M | $2.7M | ||
| Q4 24 | $4.1M | $2.0M | ||
| Q3 24 | $14.2M | $973.0K | ||
| Q2 24 | $-16.1M | $3.1M | ||
| Q1 24 | $-6.0M | $1.0M |
自由现金流率AMBAKORE
| Q4 25 | 29.0% | 12.7% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 11.9% | 4.0% | ||
| Q1 25 | 25.3% | 3.8% | ||
| Q4 24 | 5.0% | 2.7% | ||
| Q3 24 | 22.2% | 1.4% | ||
| Q2 24 | -29.5% | 4.6% | ||
| Q1 24 | -11.6% | 1.4% |
资本支出强度AMBAKORE
| Q4 25 | 2.7% | 1.5% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 1.2% |
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% |
KORE
| Io T Connectivity And Solutions Services | $55.9M | 76% |
| Hardware Sales | $15.4M | 21% |
| Deployment Services Professional Services Referral Services And Other | $2.5M | 3% |
