vs
安霸（AMBA）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是安霸的1.3倍（$138.9M vs $108.5M），Limbach Holdings, Inc.净利率更高（3.2% vs -13.9%，领先17.1%），安霸同比增速更快（31.2% vs 4.3%），过去两年安霸的营收复合增速更高（45.0% vs 6.6%）
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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
AMBA vs LMB — 直观对比
营收规模更大
LMB
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出26.9%
4.3%
净利率更高
LMB
高出17.1%
-13.9%
两年增速更快
AMBA
近两年复合增速
6.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $138.9M |
| 净利润 | $-15.1M | $4.4M |
| 毛利率 | 59.6% | 22.4% |
| 营业利润率 | -15.0% | 0.8% |
| 净利率 | -13.9% | 3.2% |
| 营收同比 | 31.2% | 4.3% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.36 |
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AMBALMB
| Q1 26 | — | $138.9M | ||
| Q4 25 | $108.5M | $186.9M | ||
| Q3 25 | $95.5M | $184.6M | ||
| Q2 25 | $85.9M | $142.2M | ||
| Q1 25 | $84.0M | $133.1M | ||
| Q4 24 | $82.7M | $143.7M | ||
| Q3 24 | $63.7M | $133.9M | ||
| Q2 24 | $54.5M | $122.2M |
净利润AMBALMB
| Q1 26 | — | $4.4M | ||
| Q4 25 | $-15.1M | $12.3M | ||
| Q3 25 | $-20.0M | $8.8M | ||
| Q2 25 | $-24.3M | $7.8M | ||
| Q1 25 | $-20.2M | $10.2M | ||
| Q4 24 | $-24.1M | $9.8M | ||
| Q3 24 | $-34.9M | $7.5M | ||
| Q2 24 | $-37.9M | $6.0M |
毛利率AMBALMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | 59.6% | 25.7% | ||
| Q3 25 | 58.9% | 24.2% | ||
| Q2 25 | 60.0% | 28.0% | ||
| Q1 25 | 60.0% | 27.6% | ||
| Q4 24 | 60.6% | 30.3% | ||
| Q3 24 | 60.8% | 27.0% | ||
| Q2 24 | 60.9% | 27.4% |
营业利润率AMBALMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | -15.0% | 9.4% | ||
| Q3 25 | -23.0% | 7.2% | ||
| Q2 25 | -30.1% | 7.5% | ||
| Q1 25 | -30.2% | 5.9% | ||
| Q4 24 | -30.9% | 9.1% | ||
| Q3 24 | -56.9% | 8.1% | ||
| Q2 24 | -72.4% | 6.7% |
净利率AMBALMB
| Q1 26 | — | 3.2% | ||
| Q4 25 | -13.9% | 6.6% | ||
| Q3 25 | -20.9% | 4.8% | ||
| Q2 25 | -28.3% | 5.5% | ||
| Q1 25 | -24.1% | 7.7% | ||
| Q4 24 | -29.1% | 6.9% | ||
| Q3 24 | -54.8% | 5.6% | ||
| Q2 24 | -69.6% | 4.9% |
每股收益（稀释后）AMBALMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $-0.35 | $1.01 | ||
| Q3 25 | $-0.47 | $0.73 | ||
| Q2 25 | $-0.58 | $0.64 | ||
| Q1 25 | $-0.48 | $0.85 | ||
| Q4 24 | $-0.58 | $0.81 | ||
| Q3 24 | $-0.85 | $0.62 | ||
| Q2 24 | $-0.93 | $0.50 |
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 | $15.8M |
| 总债务越低越好 | — | $56.6M |
| 股东权益账面价值 | $590.1M | $196.3M |
| 总资产 | $751.9M | $377.0M |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资AMBALMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $174.1M | $11.3M | ||
| Q3 25 | $142.7M | $9.8M | ||
| Q2 25 | $141.3M | $38.9M | ||
| Q1 25 | $144.6M | $38.1M | ||
| Q4 24 | $127.1M | $44.9M | ||
| Q3 24 | $153.9M | $51.2M | ||
| Q2 24 | $131.8M | $59.5M |
总债务AMBALMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益AMBALMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $590.1M | $195.7M | ||
| Q3 25 | $576.5M | $181.6M | ||
| Q2 25 | $572.7M | $170.5M | ||
| Q1 25 | $561.4M | $161.1M | ||
| Q4 24 | $554.3M | $153.5M | ||
| Q3 24 | $547.6M | $142.2M | ||
| Q2 24 | $555.4M | $133.0M |
总资产AMBALMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $751.9M | $381.1M | ||
| Q3 25 | $706.4M | $409.1M | ||
| Q2 25 | $701.9M | $343.0M | ||
| Q1 25 | $689.0M | $336.4M | ||
| Q4 24 | $670.8M | $352.1M | ||
| Q3 24 | $650.3M | $324.4M | ||
| Q2 24 | $638.7M | $303.9M |
负债/权益比AMBALMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMBALMB
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $28.1M | ||
| Q3 25 | $5.5M | $13.3M | ||
| Q2 25 | $14.8M | $2.0M | ||
| Q1 25 | $25.4M | $2.2M | ||
| Q4 24 | $6.6M | $19.3M | ||
| Q3 24 | $16.7M | $4.9M | ||
| Q2 24 | $-15.0M | $16.5M |
自由现金流AMBALMB
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $27.9M | ||
| Q3 25 | $1.4M | $12.8M | ||
| Q2 25 | $10.2M | $1.2M | ||
| Q1 25 | $21.2M | $11.0K | ||
| Q4 24 | $4.1M | $18.0M | ||
| Q3 24 | $14.2M | $4.6M | ||
| Q2 24 | $-16.1M | $13.2M |
自由现金流率AMBALMB
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 14.9% | ||
| Q3 25 | 1.4% | 7.0% | ||
| Q2 25 | 11.9% | 0.8% | ||
| Q1 25 | 25.3% | 0.0% | ||
| Q4 24 | 5.0% | 12.5% | ||
| Q3 24 | 22.2% | 3.4% | ||
| Q2 24 | -29.5% | 10.8% |
资本支出强度AMBALMB
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 5.0% | 1.7% | ||
| Q4 24 | 3.0% | 0.9% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 2.7% |
现金转化率AMBALMB
| Q1 26 | — | — | ||
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× |
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% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
