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安霸（AMBA）与LandBridge Co LLC（LB）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LandBridge Co LLC的1.9倍（$108.5M vs $56.8M），LandBridge Co LLC净利率更高（14.2% vs -13.9%，领先28.1%），LandBridge Co LLC同比增速更快（55.6% vs 31.2%），LandBridge Co LLC自由现金流更多（$122.0M vs $31.4M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% vs 45.0%）
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。
AMBA vs LB — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$56.8M
营收增速更快
LB
高出24.3%
31.2%
净利率更高
LB
高出28.1%
-13.9%
自由现金流更多
LB
多$90.6M
$31.4M
两年增速更快
LB
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $56.8M |
| 净利润 | $-15.1M | $8.1M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 60.0% |
| 净利率 | -13.9% | 14.2% |
| 营收同比 | 31.2% | 55.6% |
| 净利润同比 | 37.2% | -83.7% |
| 每股收益（稀释后） | $-0.35 | $0.24 |
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AMBALB
| Q4 25 | $108.5M | $56.8M | ||
| Q3 25 | $95.5M | $50.8M | ||
| Q2 25 | $85.9M | $47.5M | ||
| Q1 25 | $84.0M | $44.0M | ||
| Q4 24 | $82.7M | $36.5M | ||
| Q3 24 | $63.7M | $28.5M | ||
| Q2 24 | $54.5M | $26.0M | ||
| Q1 24 | $51.6M | $19.0M |
净利润AMBALB
| Q4 25 | $-15.1M | $8.1M | ||
| Q3 25 | $-20.0M | $8.1M | ||
| Q2 25 | $-24.3M | $7.5M | ||
| Q1 25 | $-20.2M | $6.5M | ||
| Q4 24 | $-24.1M | $49.3M | ||
| Q3 24 | $-34.9M | $2.7M | ||
| Q2 24 | $-37.9M | $-57.7M | ||
| Q1 24 | $-60.6M | $10.8M |
毛利率AMBALB
| 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AMBALB
| Q4 25 | -15.0% | 60.0% | ||
| Q3 25 | -23.0% | 60.8% | ||
| Q2 25 | -30.1% | 60.0% | ||
| Q1 25 | -30.2% | 57.0% | ||
| Q4 24 | -30.9% | 49.4% | ||
| Q3 24 | -56.9% | 11.2% | ||
| Q2 24 | -72.4% | -197.4% | ||
| Q1 24 | -80.8% | 71.1% |
净利率AMBALB
| Q4 25 | -13.9% | 14.2% | ||
| Q3 25 | -20.9% | 15.9% | ||
| Q2 25 | -28.3% | 15.8% | ||
| Q1 25 | -24.1% | 14.7% | ||
| Q4 24 | -29.1% | 135.2% | ||
| Q3 24 | -54.8% | 9.3% | ||
| Q2 24 | -69.6% | -222.1% | ||
| Q1 24 | -117.4% | 56.7% |
每股收益（稀释后）AMBALB
| Q4 25 | $-0.35 | $0.24 | ||
| Q3 25 | $-0.47 | $0.26 | ||
| Q2 25 | $-0.58 | $0.24 | ||
| Q1 25 | $-0.48 | $0.20 | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | $-0.04 | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $30.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $590.1M | $340.3M |
| 总资产 | $751.9M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资AMBALB
| Q4 25 | $174.1M | $30.7M | ||
| Q3 25 | $142.7M | $28.3M | ||
| Q2 25 | $141.3M | $20.3M | ||
| Q1 25 | $144.6M | $14.9M | ||
| Q4 24 | $127.1M | $37.0M | ||
| Q3 24 | $153.9M | $14.4M | ||
| Q2 24 | $131.8M | $24.6M | ||
| Q1 24 | $144.9M | — |
总债务AMBALB
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
股东权益AMBALB
| Q4 25 | $590.1M | $340.3M | ||
| Q3 25 | $576.5M | $272.0M | ||
| Q2 25 | $572.7M | $266.4M | ||
| Q1 25 | $561.4M | $217.0M | ||
| Q4 24 | $554.3M | $211.8M | ||
| Q3 24 | $547.6M | $97.2M | ||
| Q2 24 | $555.4M | $296.4M | ||
| Q1 24 | $559.9M | $162.3M |
总资产AMBALB
| Q4 25 | $751.9M | $1.4B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $701.9M | $1.1B | ||
| Q1 25 | $689.0M | $1.0B | ||
| Q4 24 | $670.8M | $1.0B | ||
| Q3 24 | $650.3M | $689.9M | ||
| Q2 24 | $638.7M | $710.5M | ||
| Q1 24 | $657.7M | — |
负债/权益比AMBALB
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
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 | $126.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $122.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 214.9% |
| 资本支出强度资本支出/营收 | 2.7% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 15.68× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $207.7M |
8季度趋势，按日历期对齐
经营现金流AMBALB
| Q4 25 | $34.3M | $126.3M | ||
| Q3 25 | $5.5M | $34.9M | ||
| Q2 25 | $14.8M | $37.3M | ||
| Q1 25 | $25.4M | $15.9M | ||
| Q4 24 | $6.6M | $67.6M | ||
| Q3 24 | $16.7M | $7.5M | ||
| Q2 24 | $-15.0M | $16.0M | ||
| Q1 24 | $-4.0M | $17.2M |
自由现金流AMBALB
| Q4 25 | $31.4M | $122.0M | ||
| Q3 25 | $1.4M | $33.7M | ||
| Q2 25 | $10.2M | $36.1M | ||
| Q1 25 | $21.2M | $15.8M | ||
| Q4 24 | $4.1M | $66.7M | ||
| Q3 24 | $14.2M | $7.1M | ||
| Q2 24 | $-16.1M | $15.7M | ||
| Q1 24 | $-6.0M | $17.1M |
自由现金流率AMBALB
| Q4 25 | 29.0% | 214.9% | ||
| Q3 25 | 1.4% | 66.3% | ||
| Q2 25 | 11.9% | 75.9% | ||
| Q1 25 | 25.3% | 36.0% | ||
| Q4 24 | 5.0% | 182.6% | ||
| Q3 24 | 22.2% | 25.1% | ||
| Q2 24 | -29.5% | 60.4% | ||
| Q1 24 | -11.6% | 90.1% |
资本支出强度AMBALB
| Q4 25 | 2.7% | 7.5% | ||
| Q3 25 | 4.3% | 2.3% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 4.0% | 1.1% | ||
| Q2 24 | 2.1% | 1.4% | ||
| Q1 24 | 3.7% | 0.5% |
现金转化率AMBALB
| Q4 25 | — | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
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% |
LB
暂无分部数据
