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安霸（AMBA）与Karat Packaging Inc.（KRT）财务数据对比。点击上方公司名可切换其他公司
Karat Packaging Inc.的季度营收约是安霸的1.1倍（$115.6M vs $108.5M），Karat Packaging Inc.净利率更高（5.9% vs -13.9%，领先19.8%），安霸同比增速更快（31.2% vs 13.7%），安霸自由现金流更多（$31.4M vs $15.1M），过去两年安霸的营收复合增速更高（45.0% vs 10.0%）
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。
Karat Packaging Inc.是专业一次性餐饮包装产品生产商及分销商，产品涵盖纸塑杯、食品容器、餐具、杯盖及定制品牌包装方案，主要服务北美地区的连锁餐厅、咖啡馆、餐饮服务商及零售食品客户。
AMBA vs KRT — 直观对比
营收规模更大
KRT
是对方的1.1倍
$108.5M
营收增速更快
AMBA
高出17.5%
13.7%
净利率更高
KRT
高出19.8%
-13.9%
自由现金流更多
AMBA
多$16.3M
$15.1M
两年增速更快
AMBA
近两年复合增速
10.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $115.6M |
| 净利润 | $-15.1M | $6.8M |
| 毛利率 | 59.6% | 34.0% |
| 营业利润率 | -15.0% | 7.3% |
| 净利率 | -13.9% | 5.9% |
| 营收同比 | 31.2% | 13.7% |
| 净利润同比 | 37.2% | 21.3% |
| 每股收益（稀释后） | $-0.35 | $0.34 |
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AMBAKRT
| Q4 25 | $108.5M | $115.6M | ||
| Q3 25 | $95.5M | $124.5M | ||
| Q2 25 | $85.9M | $124.0M | ||
| Q1 25 | $84.0M | $103.6M | ||
| Q4 24 | $82.7M | $101.6M | ||
| Q3 24 | $63.7M | $112.8M | ||
| Q2 24 | $54.5M | $112.6M | ||
| Q1 24 | $51.6M | $95.6M |
净利润AMBAKRT
| Q4 25 | $-15.1M | $6.8M | ||
| Q3 25 | $-20.0M | $7.3M | ||
| Q2 25 | $-24.3M | $10.9M | ||
| Q1 25 | $-20.2M | $6.4M | ||
| Q4 24 | $-24.1M | $5.6M | ||
| Q3 24 | $-34.9M | $9.1M | ||
| Q2 24 | $-37.9M | $9.1M | ||
| Q1 24 | $-60.6M | $6.2M |
毛利率AMBAKRT
| Q4 25 | 59.6% | 34.0% | ||
| Q3 25 | 58.9% | 34.5% | ||
| Q2 25 | 60.0% | 39.6% | ||
| Q1 25 | 60.0% | 39.3% | ||
| Q4 24 | 60.6% | 39.2% | ||
| Q3 24 | 60.8% | 38.6% | ||
| Q2 24 | 60.9% | 38.5% | ||
| Q1 24 | 59.8% | 39.3% |
营业利润率AMBAKRT
| Q4 25 | -15.0% | 7.3% | ||
| Q3 25 | -23.0% | 6.9% | ||
| Q2 25 | -30.1% | 13.3% | ||
| Q1 25 | -30.2% | 7.5% | ||
| Q4 24 | -30.9% | 7.2% | ||
| Q3 24 | -56.9% | 10.0% | ||
| Q2 24 | -72.4% | 9.9% | ||
| Q1 24 | -80.8% | 8.4% |
净利率AMBAKRT
| Q4 25 | -13.9% | 5.9% | ||
| Q3 25 | -20.9% | 5.9% | ||
| Q2 25 | -28.3% | 8.8% | ||
| Q1 25 | -24.1% | 6.2% | ||
| Q4 24 | -29.1% | 5.5% | ||
| Q3 24 | -54.8% | 8.1% | ||
| Q2 24 | -69.6% | 8.1% | ||
| Q1 24 | -117.4% | 6.4% |
每股收益（稀释后）AMBAKRT
| Q4 25 | $-0.35 | $0.34 | ||
| Q3 25 | $-0.47 | $0.36 | ||
| Q2 25 | $-0.58 | $0.54 | ||
| Q1 25 | $-0.48 | $0.32 | ||
| Q4 24 | $-0.58 | $0.28 | ||
| Q3 24 | $-0.85 | $0.45 | ||
| Q2 24 | $-0.93 | $0.45 | ||
| Q1 24 | $-1.51 | $0.31 |
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 | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $149.4M |
| 总资产 | $751.9M | $287.7M |
| 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AMBAKRT
| Q4 25 | $174.1M | $37.9M | ||
| Q3 25 | $142.7M | $44.0M | ||
| Q2 25 | $141.3M | $57.0M | ||
| Q1 25 | $144.6M | $56.3M | ||
| Q4 24 | $127.1M | $59.9M | ||
| Q3 24 | $153.9M | $60.4M | ||
| Q2 24 | $131.8M | $52.1M | ||
| Q1 24 | $144.9M | $46.7M |
股东权益AMBAKRT
| Q4 25 | $590.1M | $149.4M | ||
| Q3 25 | $576.5M | $154.5M | ||
| Q2 25 | $572.7M | $155.8M | ||
| Q1 25 | $561.4M | $153.3M | ||
| Q4 24 | $554.3M | $155.6M | ||
| Q3 24 | $547.6M | $157.3M | ||
| Q2 24 | $555.4M | $157.7M | ||
| Q1 24 | $559.9M | $154.4M |
总资产AMBAKRT
| Q4 25 | $751.9M | $287.7M | ||
| Q3 25 | $706.4M | $302.8M | ||
| Q2 25 | $701.9M | $321.0M | ||
| Q1 25 | $689.0M | $312.2M | ||
| Q4 24 | $670.8M | $294.5M | ||
| Q3 24 | $650.3M | $306.8M | ||
| Q2 24 | $638.7M | $310.7M | ||
| Q1 24 | $657.7M | $279.0M |
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 | $15.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $15.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 13.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 2.26× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $33.1M |
8季度趋势，按日历期对齐
经营现金流AMBAKRT
| Q4 25 | $34.3M | $15.4M | ||
| Q3 25 | $5.5M | $982.0K | ||
| Q2 25 | $14.8M | $9.8M | ||
| Q1 25 | $25.4M | $7.7M | ||
| Q4 24 | $6.6M | $8.3M | ||
| Q3 24 | $16.7M | $19.5M | ||
| Q2 24 | $-15.0M | $13.7M | ||
| Q1 24 | $-4.0M | $6.6M |
自由现金流AMBAKRT
| Q4 25 | $31.4M | $15.1M | ||
| Q3 25 | $1.4M | $736.0K | ||
| Q2 25 | $10.2M | $9.6M | ||
| Q1 25 | $21.2M | $7.6M | ||
| Q4 24 | $4.1M | $8.0M | ||
| Q3 24 | $14.2M | $19.2M | ||
| Q2 24 | $-16.1M | $13.4M | ||
| Q1 24 | $-6.0M | $6.4M |
自由现金流率AMBAKRT
| Q4 25 | 29.0% | 13.1% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 11.9% | 7.7% | ||
| Q1 25 | 25.3% | 7.4% | ||
| Q4 24 | 5.0% | 7.9% | ||
| Q3 24 | 22.2% | 17.0% | ||
| Q2 24 | -29.5% | 11.9% | ||
| Q1 24 | -11.6% | 6.7% |
资本支出强度AMBAKRT
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.2% | ||
| Q1 24 | 3.7% | 0.2% |
现金转化率AMBAKRT
| Q4 25 | — | 2.26× | ||
| Q3 25 | — | 0.13× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 1.06× |
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% |
KRT
暂无分部数据
