vs
安霸（AMBA）与MERCANTILE BANK CORP（MBWM）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MERCANTILE BANK CORP的1.6倍（$108.5M vs $67.6M），MERCANTILE BANK CORP净利率更高（33.6% vs -13.9%，领先47.5%），过去两年安霸的营收复合增速更高（45.0% vs 9.1%）
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。
泰米尔纳德商业银行（TMB）是一家印度银行，总部位于泰米尔纳德邦杜蒂戈林。该行始建于1921年，最初名为纳达尔银行，1962年11月更名为泰米尔纳德商业银行，以拓展纳达尔社群以外的业务。目前该银行在印度全境拥有600家全功能网点、12个区域办事处及各类配套服务中心与自助设施。
AMBA vs MBWM — 直观对比
营收规模更大
AMBA
是对方的1.6倍
$67.6M
净利率更高
MBWM
高出47.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
9.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $67.6M |
| 净利润 | $-15.1M | $22.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 33.6% |
| 营收同比 | 31.2% | — |
| 净利润同比 | 37.2% | 16.1% |
| 每股收益（稀释后） | $-0.35 | $1.32 |
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AMBAMBWM
| Q1 26 | — | $67.6M | ||
| Q4 25 | $108.5M | $62.1M | ||
| Q3 25 | $95.5M | $62.4M | ||
| Q2 25 | $85.9M | $60.9M | ||
| Q1 25 | $84.0M | $57.3M | ||
| Q4 24 | $82.7M | $58.5M | ||
| Q3 24 | $63.7M | $58.0M | ||
| Q2 24 | $54.5M | $56.8M |
净利润AMBAMBWM
| Q1 26 | — | $22.7M | ||
| Q4 25 | $-15.1M | $22.8M | ||
| Q3 25 | $-20.0M | $23.8M | ||
| Q2 25 | $-24.3M | $22.6M | ||
| Q1 25 | $-20.2M | $19.5M | ||
| Q4 24 | $-24.1M | $19.6M | ||
| Q3 24 | $-34.9M | $19.6M | ||
| Q2 24 | $-37.9M | $18.8M |
毛利率AMBAMBWM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 42.0% | ||
| Q3 25 | -23.0% | 44.0% | ||
| Q2 25 | -30.1% | 42.6% | ||
| Q1 25 | -30.2% | 42.0% | ||
| Q4 24 | -30.9% | 39.7% | ||
| Q3 24 | -56.9% | 42.4% | ||
| Q2 24 | -72.4% | 41.4% |
净利率AMBAMBWM
| Q1 26 | — | 33.6% | ||
| Q4 25 | -13.9% | 36.8% | ||
| Q3 25 | -20.9% | 38.1% | ||
| Q2 25 | -28.3% | 37.1% | ||
| Q1 25 | -24.1% | 34.1% | ||
| Q4 24 | -29.1% | 33.5% | ||
| Q3 24 | -54.8% | 33.8% | ||
| Q2 24 | -69.6% | 33.1% |
每股收益（稀释后）AMBAMBWM
| Q1 26 | — | $1.32 | ||
| Q4 25 | $-0.35 | $1.41 | ||
| Q3 25 | $-0.47 | $1.46 | ||
| Q2 25 | $-0.58 | $1.39 | ||
| Q1 25 | $-0.48 | $1.21 | ||
| Q4 24 | $-0.58 | $1.20 | ||
| Q3 24 | $-0.85 | $1.22 | ||
| Q2 24 | $-0.93 | $1.17 |
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 | — |
| 总债务越低越好 | — | $1.5M |
| 股东权益账面价值 | $590.1M | $736.9M |
| 总资产 | $751.9M | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — |
总债务AMBAMBWM
| Q1 26 | — | $1.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMBAMBWM
| Q1 26 | — | $736.9M | ||
| Q4 25 | $590.1M | $724.9M | ||
| Q3 25 | $576.5M | $657.6M | ||
| Q2 25 | $572.7M | $631.5M | ||
| Q1 25 | $561.4M | $608.3M | ||
| Q4 24 | $554.3M | $584.5M | ||
| Q3 24 | $547.6M | $583.3M | ||
| Q2 24 | $555.4M | $551.2M |
总资产AMBAMBWM
| Q1 26 | — | $6.9B | ||
| Q4 25 | $751.9M | $6.8B | ||
| Q3 25 | $706.4M | $6.3B | ||
| Q2 25 | $701.9M | $6.2B | ||
| Q1 25 | $689.0M | $6.1B | ||
| Q4 24 | $670.8M | $6.1B | ||
| Q3 24 | $650.3M | $5.9B | ||
| Q2 24 | $638.7M | $5.6B |
负债/权益比AMBAMBWM
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $18.0M | ||
| Q3 25 | $5.5M | $23.1M | ||
| Q2 25 | $14.8M | $-7.8M | ||
| Q1 25 | $25.4M | $-3.0M | ||
| Q4 24 | $6.6M | $101.1M | ||
| Q3 24 | $16.7M | $-8.1M | ||
| Q2 24 | $-15.0M | $9.1M |
自由现金流AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — |
自由现金流率AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — |
资本支出强度AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — |
现金转化率AMBAMBWM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | -0.35× | ||
| Q1 25 | — | -0.15× | ||
| Q4 24 | — | 5.15× | ||
| Q3 24 | — | -0.41× | ||
| Q2 24 | — | 0.49× |
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% |
MBWM
| Net Interest Income | $55.9M | 83% |
| Noninterest Income | $11.7M | 17% |
