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安霸（AMBA）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是安霸的1.9倍（$204.1M vs $108.5M），百胜餐饮集团净利率更高（8.9% vs -13.9%，领先22.8%），安霸同比增速更快（31.2% vs -5.2%），安霸自由现金流更多（$31.4M vs $2.6M），过去两年安霸的营收复合增速更高（45.0% vs 19.8%）
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。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
AMBA vs LCUT — 直观对比
营收规模更大
LCUT
是对方的1.9倍
$108.5M
营收增速更快
AMBA
高出36.4%
-5.2%
净利率更高
LCUT
高出22.8%
-13.9%
自由现金流更多
AMBA
多$28.8M
$2.6M
两年增速更快
AMBA
近两年复合增速
19.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $204.1M |
| 净利润 | $-15.1M | $18.2M |
| 毛利率 | 59.6% | 38.6% |
| 营业利润率 | -15.0% | 9.8% |
| 净利率 | -13.9% | 8.9% |
| 营收同比 | 31.2% | -5.2% |
| 净利润同比 | 37.2% | 103.5% |
| 每股收益（稀释后） | $-0.35 | $0.83 |
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AMBALCUT
| Q4 25 | $108.5M | $204.1M | ||
| Q3 25 | $95.5M | $171.9M | ||
| Q2 25 | $85.9M | $131.9M | ||
| Q1 25 | $84.0M | $140.1M | ||
| Q4 24 | $82.7M | $215.2M | ||
| Q3 24 | $63.7M | $183.8M | ||
| Q2 24 | $54.5M | $141.7M | ||
| Q1 24 | $51.6M | $142.2M |
净利润AMBALCUT
| Q4 25 | $-15.1M | $18.2M | ||
| Q3 25 | $-20.0M | $-1.2M | ||
| Q2 25 | $-24.3M | $-39.7M | ||
| Q1 25 | $-20.2M | $-4.2M | ||
| Q4 24 | $-24.1M | $8.9M | ||
| Q3 24 | $-34.9M | $344.0K | ||
| Q2 24 | $-37.9M | $-18.2M | ||
| Q1 24 | $-60.6M | $-6.3M |
毛利率AMBALCUT
| Q4 25 | 59.6% | 38.6% | ||
| Q3 25 | 58.9% | 35.1% | ||
| Q2 25 | 60.0% | 38.6% | ||
| Q1 25 | 60.0% | 36.1% | ||
| Q4 24 | 60.6% | 37.7% | ||
| Q3 24 | 60.8% | 36.7% | ||
| Q2 24 | 60.9% | 38.5% | ||
| Q1 24 | 59.8% | 40.5% |
营业利润率AMBALCUT
| Q4 25 | -15.0% | 9.8% | ||
| Q3 25 | -23.0% | 3.9% | ||
| Q2 25 | -30.1% | -28.2% | ||
| Q1 25 | -30.2% | 0.8% | ||
| Q4 24 | -30.9% | 7.2% | ||
| Q3 24 | -56.9% | 4.7% | ||
| Q2 24 | -72.4% | 0.8% | ||
| Q1 24 | -80.8% | 1.3% |
净利率AMBALCUT
| Q4 25 | -13.9% | 8.9% | ||
| Q3 25 | -20.9% | -0.7% | ||
| Q2 25 | -28.3% | -30.1% | ||
| Q1 25 | -24.1% | -3.0% | ||
| Q4 24 | -29.1% | 4.1% | ||
| Q3 24 | -54.8% | 0.2% | ||
| Q2 24 | -69.6% | -12.8% | ||
| Q1 24 | -117.4% | -4.4% |
每股收益（稀释后）AMBALCUT
| Q4 25 | $-0.35 | $0.83 | ||
| Q3 25 | $-0.47 | $-0.05 | ||
| Q2 25 | $-0.58 | $-1.83 | ||
| Q1 25 | $-0.48 | $-0.19 | ||
| Q4 24 | $-0.58 | $0.41 | ||
| Q3 24 | $-0.85 | $0.02 | ||
| Q2 24 | $-0.93 | $-0.85 | ||
| Q1 24 | $-1.51 | $-0.29 |
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 | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $590.1M | $202.3M |
| 总资产 | $751.9M | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资AMBALCUT
| Q4 25 | $174.1M | $4.3M | ||
| Q3 25 | $142.7M | $12.1M | ||
| Q2 25 | $141.3M | $12.0M | ||
| Q1 25 | $144.6M | $10.4M | ||
| Q4 24 | $127.1M | $2.9M | ||
| Q3 24 | $153.9M | $6.0M | ||
| Q2 24 | $131.8M | $3.4M | ||
| Q1 24 | $144.9M | $4.6M |
总债务AMBALCUT
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBALCUT
| Q4 25 | $590.1M | $202.3M | ||
| Q3 25 | $576.5M | $184.6M | ||
| Q2 25 | $572.7M | $185.8M | ||
| Q1 25 | $561.4M | $225.7M | ||
| Q4 24 | $554.3M | $229.9M | ||
| Q3 24 | $547.6M | $220.9M | ||
| Q2 24 | $555.4M | $219.8M | ||
| Q1 24 | $559.9M | $223.7M |
总资产AMBALCUT
| Q4 25 | $751.9M | $572.6M | ||
| Q3 25 | $706.4M | $581.1M | ||
| Q2 25 | $701.9M | $551.9M | ||
| Q1 25 | $689.0M | $594.6M | ||
| Q4 24 | $670.8M | $634.3M | ||
| Q3 24 | $650.3M | $668.7M | ||
| Q2 24 | $638.7M | $617.0M | ||
| Q1 24 | $657.7M | $602.7M |
负债/权益比AMBALCUT
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $3.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $2.6M |
| 自由现金流率自由现金流/营收 | 29.0% | 1.3% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.21× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $3.3M |
8季度趋势，按日历期对齐
经营现金流AMBALCUT
| Q4 25 | $34.3M | $3.7M | ||
| Q3 25 | $5.5M | $-22.2M | ||
| Q2 25 | $14.8M | $9.3M | ||
| Q1 25 | $25.4M | $16.7M | ||
| Q4 24 | $6.6M | $20.3M | ||
| Q3 24 | $16.7M | $-22.7M | ||
| Q2 24 | $-15.0M | $10.4M | ||
| Q1 24 | $-4.0M | $10.5M |
自由现金流AMBALCUT
| Q4 25 | $31.4M | $2.6M | ||
| Q3 25 | $1.4M | $-22.7M | ||
| Q2 25 | $10.2M | $8.2M | ||
| Q1 25 | $21.2M | $15.1M | ||
| Q4 24 | $4.1M | $19.7M | ||
| Q3 24 | $14.2M | $-23.2M | ||
| Q2 24 | $-16.1M | $9.9M | ||
| Q1 24 | $-6.0M | $9.9M |
自由现金流率AMBALCUT
| Q4 25 | 29.0% | 1.3% | ||
| Q3 25 | 1.4% | -13.2% | ||
| Q2 25 | 11.9% | 6.2% | ||
| Q1 25 | 25.3% | 10.8% | ||
| Q4 24 | 5.0% | 9.1% | ||
| Q3 24 | 22.2% | -12.6% | ||
| Q2 24 | -29.5% | 7.0% | ||
| Q1 24 | -11.6% | 7.0% |
资本支出强度AMBALCUT
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 1.1% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.4% | ||
| Q1 24 | 3.7% | 0.4% |
现金转化率AMBALCUT
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | -65.89× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
