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安霸（AMBA）与MESA LABORATORIES INC（MLAB）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MESA LABORATORIES INC的1.7倍（$108.5M vs $65.1M），MESA LABORATORIES INC净利率更高（5.6% vs -13.9%，领先19.5%），安霸同比增速更快（31.2% vs 3.6%），安霸自由现金流更多（$31.4M vs $18.0M），过去两年安霸的营收复合增速更高（45.0% vs 5.1%）
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。
梅萨实验室有限公司开发、生产和销售专业质控、校准及监测仪器与配套服务，核心业务覆盖医疗健康、制药、食品饮料、工业卫生及环境检测领域，为全球客户满足合规及运营安全需求提供支持。
AMBA vs MLAB — 直观对比
营收规模更大
AMBA
是对方的1.7倍
$65.1M
营收增速更快
AMBA
高出27.6%
3.6%
净利率更高
MLAB
高出19.5%
-13.9%
自由现金流更多
AMBA
多$13.4M
$18.0M
两年增速更快
AMBA
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $65.1M |
| 净利润 | $-15.1M | $3.6M |
| 毛利率 | 59.6% | 64.2% |
| 营业利润率 | -15.0% | 12.2% |
| 净利率 | -13.9% | 5.6% |
| 营收同比 | 31.2% | 3.6% |
| 净利润同比 | 37.2% | 316.6% |
| 每股收益（稀释后） | $-0.35 | $0.65 |
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AMBAMLAB
| Q4 25 | $108.5M | $65.1M | ||
| Q3 25 | $95.5M | $60.7M | ||
| Q2 25 | $85.9M | $59.5M | ||
| Q1 25 | $84.0M | $62.1M | ||
| Q4 24 | $82.7M | $62.8M | ||
| Q3 24 | $63.7M | $57.8M | ||
| Q2 24 | $54.5M | $58.2M | ||
| Q1 24 | $51.6M | $58.9M |
净利润AMBAMLAB
| Q4 25 | $-15.1M | $3.6M | ||
| Q3 25 | $-20.0M | $2.5M | ||
| Q2 25 | $-24.3M | $4.7M | ||
| Q1 25 | $-20.2M | $-7.1M | ||
| Q4 24 | $-24.1M | $-1.7M | ||
| Q3 24 | $-34.9M | $3.4M | ||
| Q2 24 | $-37.9M | $3.4M | ||
| Q1 24 | $-60.6M | $-254.6M |
毛利率AMBAMLAB
| Q4 25 | 59.6% | 64.2% | ||
| Q3 25 | 58.9% | 61.5% | ||
| Q2 25 | 60.0% | 62.0% | ||
| Q1 25 | 60.0% | 61.8% | ||
| Q4 24 | 60.6% | 63.3% | ||
| Q3 24 | 60.8% | 61.3% | ||
| Q2 24 | 60.9% | 64.0% | ||
| Q1 24 | 59.8% | 62.1% |
营业利润率AMBAMLAB
| Q4 25 | -15.0% | 12.2% | ||
| Q3 25 | -23.0% | 7.8% | ||
| Q2 25 | -30.1% | 5.1% | ||
| Q1 25 | -30.2% | 2.4% | ||
| Q4 24 | -30.9% | 9.2% | ||
| Q3 24 | -56.9% | 6.1% | ||
| Q2 24 | -72.4% | 9.6% | ||
| Q1 24 | -80.8% | -460.6% |
净利率AMBAMLAB
| Q4 25 | -13.9% | 5.6% | ||
| Q3 25 | -20.9% | 4.1% | ||
| Q2 25 | -28.3% | 8.0% | ||
| Q1 25 | -24.1% | -11.4% | ||
| Q4 24 | -29.1% | -2.7% | ||
| Q3 24 | -54.8% | 5.9% | ||
| Q2 24 | -69.6% | 5.8% | ||
| Q1 24 | -117.4% | -432.2% |
每股收益（稀释后）AMBAMLAB
| Q4 25 | $-0.35 | $0.65 | ||
| Q3 25 | $-0.47 | $0.45 | ||
| Q2 25 | $-0.58 | $0.85 | ||
| Q1 25 | $-0.48 | $-1.30 | ||
| Q4 24 | $-0.58 | $-0.31 | ||
| Q3 24 | $-0.85 | $0.63 | ||
| Q2 24 | $-0.93 | $0.62 | ||
| Q1 24 | $-1.51 | $-47.26 |
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 | $29.0M |
| 总债务越低越好 | — | $68.4M |
| 股东权益账面价值 | $590.1M | $186.7M |
| 总资产 | $751.9M | $434.8M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资AMBAMLAB
| Q4 25 | $174.1M | $29.0M | ||
| Q3 25 | $142.7M | $20.4M | ||
| Q2 25 | $141.3M | $21.3M | ||
| Q1 25 | $144.6M | $27.3M | ||
| Q4 24 | $127.1M | $27.3M | ||
| Q3 24 | $153.9M | $24.3M | ||
| Q2 24 | $131.8M | $28.5M | ||
| Q1 24 | $144.9M | $28.2M |
总债务AMBAMLAB
| Q4 25 | — | $68.4M | ||
| Q3 25 | — | $69.4M | ||
| Q2 25 | — | $70.3M | ||
| Q1 25 | — | $71.3M | ||
| Q4 24 | — | $72.2M | ||
| Q3 24 | — | $73.1M | ||
| Q2 24 | — | $74.1M | ||
| Q1 24 | — | — |
股东权益AMBAMLAB
| Q4 25 | $590.1M | $186.7M | ||
| Q3 25 | $576.5M | $178.5M | ||
| Q2 25 | $572.7M | $172.5M | ||
| Q1 25 | $561.4M | $159.8M | ||
| Q4 24 | $554.3M | $155.2M | ||
| Q3 24 | $547.6M | $161.5M | ||
| Q2 24 | $555.4M | $150.7M | ||
| Q1 24 | $559.9M | $145.4M |
总资产AMBAMLAB
| Q4 25 | $751.9M | $434.8M | ||
| Q3 25 | $706.4M | $430.4M | ||
| Q2 25 | $701.9M | $435.7M | ||
| Q1 25 | $689.0M | $433.3M | ||
| Q4 24 | $670.8M | $433.3M | ||
| Q3 24 | $650.3M | $454.1M | ||
| Q2 24 | $638.7M | $440.4M | ||
| Q1 24 | $657.7M | $446.8M |
负债/权益比AMBAMLAB
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.49× | ||
| 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 | $18.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $18.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 27.7% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 5.17× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $37.9M |
8季度趋势，按日历期对齐
经营现金流AMBAMLAB
| Q4 25 | $34.3M | $18.8M | ||
| Q3 25 | $5.5M | $8.2M | ||
| Q2 25 | $14.8M | $1.9M | ||
| Q1 25 | $25.4M | $12.7M | ||
| Q4 24 | $6.6M | $18.1M | ||
| Q3 24 | $16.7M | $5.3M | ||
| Q2 24 | $-15.0M | $10.7M | ||
| Q1 24 | $-4.0M | $12.9M |
自由现金流AMBAMLAB
| Q4 25 | $31.4M | $18.0M | ||
| Q3 25 | $1.4M | $7.1M | ||
| Q2 25 | $10.2M | $884.0K | ||
| Q1 25 | $21.2M | $11.9M | ||
| Q4 24 | $4.1M | $17.3M | ||
| Q3 24 | $14.2M | $3.5M | ||
| Q2 24 | $-16.1M | $9.9M | ||
| Q1 24 | $-6.0M | $12.3M |
自由现金流率AMBAMLAB
| Q4 25 | 29.0% | 27.7% | ||
| Q3 25 | 1.4% | 11.7% | ||
| Q2 25 | 11.9% | 1.5% | ||
| Q1 25 | 25.3% | 19.2% | ||
| Q4 24 | 5.0% | 27.6% | ||
| Q3 24 | 22.2% | 6.0% | ||
| Q2 24 | -29.5% | 16.9% | ||
| Q1 24 | -11.6% | 21.0% |
资本支出强度AMBAMLAB
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 1.7% | ||
| Q1 25 | 5.0% | 1.2% | ||
| Q4 24 | 3.0% | 1.3% | ||
| Q3 24 | 4.0% | 3.1% | ||
| Q2 24 | 2.1% | 1.5% | ||
| Q1 24 | 3.7% | 0.9% |
现金转化率AMBAMLAB
| Q4 25 | — | 5.17× | ||
| Q3 25 | — | 3.32× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.54× | ||
| Q2 24 | — | 3.17× | ||
| 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% |
MLAB
| Sterilization And Disinfection Control | $24.9M | 38% |
| Biopharmaceutical Development | $14.4M | 22% |
| Other | $14.1M | 22% |
| Clinical Genomics | $11.8M | 18% |
