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安霸（AMBA）与MARCUS CORP（MCS）财务数据对比。点击上方公司名可切换其他公司
MARCUS CORP的季度营收约是安霸的1.8倍（$193.5M vs $108.5M），安霸同比增速更快（31.2% vs 2.8%），安霸自由现金流更多（$31.4M vs $26.4M），过去两年安霸的营收复合增速更高（45.0% vs 18.2%）
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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
AMBA vs MCS — 直观对比
营收规模更大
MCS
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出28.5%
2.8%
自由现金流更多
AMBA
多$5.0M
$26.4M
两年增速更快
AMBA
近两年复合增速
18.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $193.5M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 0.9% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 2.8% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | — |
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AMBAMCS
| Q4 25 | $108.5M | $193.5M | ||
| Q3 25 | $95.5M | $210.2M | ||
| Q2 25 | $85.9M | $206.0M | ||
| Q1 25 | $84.0M | $148.8M | ||
| Q4 24 | $82.7M | $188.3M | ||
| Q3 24 | $63.7M | $232.7M | ||
| Q2 24 | $54.5M | $176.0M | ||
| Q1 24 | $51.6M | $138.5M |
净利润AMBAMCS
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $16.2M | ||
| Q2 25 | $-24.3M | $7.3M | ||
| Q1 25 | $-20.2M | $-16.8M | ||
| Q4 24 | $-24.1M | $986.0K | ||
| Q3 24 | $-34.9M | $23.3M | ||
| Q2 24 | $-37.9M | $-20.2M | ||
| Q1 24 | $-60.6M | $-11.9M |
毛利率AMBAMCS
| 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AMBAMCS
| Q4 25 | -15.0% | 0.9% | ||
| Q3 25 | -23.0% | 10.8% | ||
| Q2 25 | -30.1% | 6.3% | ||
| Q1 25 | -30.2% | -13.7% | ||
| Q4 24 | -30.9% | -1.2% | ||
| Q3 24 | -56.9% | 14.1% | ||
| Q2 24 | -72.4% | 1.3% | ||
| Q1 24 | -80.8% | -12.0% |
净利率AMBAMCS
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 7.7% | ||
| Q2 25 | -28.3% | 3.6% | ||
| Q1 25 | -24.1% | -11.3% | ||
| Q4 24 | -29.1% | 0.5% | ||
| Q3 24 | -54.8% | 10.0% | ||
| Q2 24 | -69.6% | -11.5% | ||
| Q1 24 | -117.4% | -8.6% |
每股收益（稀释后）AMBAMCS
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| 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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $590.1M | $457.4M |
| 总资产 | $751.9M | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资AMBAMCS
| Q4 25 | $174.1M | $23.4M | ||
| Q3 25 | $142.7M | $7.4M | ||
| Q2 25 | $141.3M | $14.9M | ||
| Q1 25 | $144.6M | $11.9M | ||
| Q4 24 | $127.1M | $40.8M | ||
| Q3 24 | $153.9M | $28.4M | ||
| Q2 24 | $131.8M | $32.8M | ||
| Q1 24 | $144.9M | $17.3M |
总债务AMBAMCS
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M | ||
| Q1 24 | — | $169.8M |
股东权益AMBAMCS
| Q4 25 | $590.1M | $457.4M | ||
| Q3 25 | $576.5M | $454.3M | ||
| Q2 25 | $572.7M | $448.4M | ||
| Q1 25 | $561.4M | $441.8M | ||
| Q4 24 | $554.3M | $464.9M | ||
| Q3 24 | $547.6M | $462.3M | ||
| Q2 24 | $555.4M | $449.4M | ||
| Q1 24 | $559.9M | $459.3M |
总资产AMBAMCS
| Q4 25 | $751.9M | $1.0B | ||
| Q3 25 | $706.4M | $1.0B | ||
| Q2 25 | $701.9M | $1.0B | ||
| Q1 25 | $689.0M | $1.0B | ||
| Q4 24 | $670.8M | $1.0B | ||
| Q3 24 | $650.3M | $1.0B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.0B |
负债/权益比AMBAMCS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.37× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $26.4M |
| 自由现金流率自由现金流/营收 | 29.0% | 13.6% |
| 资本支出强度资本支出/营收 | 2.7% | 11.6% |
| 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 | $989.0K |
8季度趋势，按日历期对齐
经营现金流AMBAMCS
| Q4 25 | $34.3M | $48.8M | ||
| Q3 25 | $5.5M | $39.1M | ||
| Q2 25 | $14.8M | $31.6M | ||
| Q1 25 | $25.4M | $-35.3M | ||
| Q4 24 | $6.6M | $52.6M | ||
| Q3 24 | $16.7M | $30.5M | ||
| Q2 24 | $-15.0M | $36.0M | ||
| Q1 24 | $-4.0M | $-15.1M |
自由现金流AMBAMCS
| Q4 25 | $31.4M | $26.4M | ||
| Q3 25 | $1.4M | $18.2M | ||
| Q2 25 | $10.2M | $14.7M | ||
| Q1 25 | $21.2M | $-58.3M | ||
| Q4 24 | $4.1M | $27.1M | ||
| Q3 24 | $14.2M | $12.0M | ||
| Q2 24 | $-16.1M | $16.1M | ||
| Q1 24 | $-6.0M | $-30.5M |
自由现金流率AMBAMCS
| Q4 25 | 29.0% | 13.6% | ||
| Q3 25 | 1.4% | 8.7% | ||
| Q2 25 | 11.9% | 7.1% | ||
| Q1 25 | 25.3% | -39.2% | ||
| Q4 24 | 5.0% | 14.4% | ||
| Q3 24 | 22.2% | 5.2% | ||
| Q2 24 | -29.5% | 9.2% | ||
| Q1 24 | -11.6% | -22.0% |
资本支出强度AMBAMCS
| Q4 25 | 2.7% | 11.6% | ||
| Q3 25 | 4.3% | 9.9% | ||
| Q2 25 | 5.3% | 8.2% | ||
| Q1 25 | 5.0% | 15.5% | ||
| Q4 24 | 3.0% | 13.5% | ||
| Q3 24 | 4.0% | 7.9% | ||
| Q2 24 | 2.1% | 11.3% | ||
| Q1 24 | 3.7% | 11.1% |
现金转化率AMBAMCS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 4.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 53.31× | ||
| Q3 24 | — | 1.31× | ||
| 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% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
