vs
安霸（AMBA）与MP Materials Corp.（MP）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MP Materials Corp.的1.2倍（$108.5M vs $90.6M），MP Materials Corp.净利率更高（-8.8% vs -13.9%，领先5.1%），MP Materials Corp.同比增速更快（49.1% vs 31.2%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs 45.0%）
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。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
AMBA vs MP — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$90.6M
营收增速更快
MP
高出17.9%
31.2%
净利率更高
MP
高出5.1%
-13.9%
两年增速更快
MP
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $90.6M |
| 净利润 | $-15.1M | $-8.0M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | -8.8% |
| 营收同比 | 31.2% | 49.1% |
| 净利润同比 | 37.2% | 64.8% |
| 每股收益（稀释后） | $-0.35 | $-0.04 |
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AMBAMP
| Q1 26 | — | $90.6M | ||
| Q4 25 | $108.5M | $52.7M | ||
| Q3 25 | $95.5M | $53.6M | ||
| Q2 25 | $85.9M | $57.4M | ||
| Q1 25 | $84.0M | $60.8M | ||
| Q4 24 | $82.7M | $61.0M | ||
| Q3 24 | $63.7M | $62.9M | ||
| Q2 24 | $54.5M | $31.3M |
净利润AMBAMP
| Q1 26 | — | $-8.0M | ||
| Q4 25 | $-15.1M | $9.4M | ||
| Q3 25 | $-20.0M | $-41.8M | ||
| Q2 25 | $-24.3M | $-30.9M | ||
| Q1 25 | $-20.2M | $-22.6M | ||
| Q4 24 | $-24.1M | $-22.3M | ||
| Q3 24 | $-34.9M | $-25.5M | ||
| Q2 24 | $-37.9M | $-34.1M |
毛利率AMBAMP
| 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AMBAMP
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | -7.0% | ||
| Q3 25 | -23.0% | -125.2% | ||
| Q2 25 | -30.1% | -76.5% | ||
| Q1 25 | -30.2% | -57.2% | ||
| Q4 24 | -30.9% | -72.1% | ||
| Q3 24 | -56.9% | -62.8% | ||
| Q2 24 | -72.4% | -171.1% |
净利率AMBAMP
| Q1 26 | — | -8.8% | ||
| Q4 25 | -13.9% | 17.9% | ||
| Q3 25 | -20.9% | -78.0% | ||
| Q2 25 | -28.3% | -53.8% | ||
| Q1 25 | -24.1% | -37.2% | ||
| Q4 24 | -29.1% | -36.6% | ||
| Q3 24 | -54.8% | -40.5% | ||
| Q2 24 | -69.6% | -108.9% |
每股收益（稀释后）AMBAMP
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.35 | $0.07 | ||
| Q3 25 | $-0.47 | $-0.24 | ||
| Q2 25 | $-0.58 | $-0.19 | ||
| Q1 25 | $-0.48 | $-0.14 | ||
| Q4 24 | $-0.58 | $-0.12 | ||
| Q3 24 | $-0.85 | $-0.16 | ||
| Q2 24 | $-0.93 | $-0.21 |
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 | $1.7B |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $590.1M | $2.0B |
| 总资产 | $751.9M | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资AMBAMP
| Q1 26 | — | $1.7B | ||
| Q4 25 | $174.1M | $1.2B | ||
| Q3 25 | $142.7M | $1.1B | ||
| Q2 25 | $141.3M | $261.5M | ||
| Q1 25 | $144.6M | $198.3M | ||
| Q4 24 | $127.1M | $282.4M | ||
| Q3 24 | $153.9M | $284.4M | ||
| Q2 24 | $131.8M | $295.6M |
总债务AMBAMP
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | — | $997.3M | ||
| Q2 25 | — | $910.8M | ||
| Q1 25 | — | $909.8M | ||
| Q4 24 | — | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMBAMP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $590.1M | $2.0B | ||
| Q3 25 | $576.5M | $2.0B | ||
| Q2 25 | $572.7M | $1.0B | ||
| Q1 25 | $561.4M | $1.0B | ||
| Q4 24 | $554.3M | $1.1B | ||
| Q3 24 | $547.6M | $1.1B | ||
| Q2 24 | $555.4M | $1.1B |
总资产AMBAMP
| Q1 26 | — | $3.8B | ||
| Q4 25 | $751.9M | $3.9B | ||
| Q3 25 | $706.4M | $3.8B | ||
| Q2 25 | $701.9M | $2.3B | ||
| Q1 25 | $689.0M | $2.4B | ||
| Q4 24 | $670.8M | $2.3B | ||
| Q3 24 | $650.3M | $2.3B | ||
| Q2 24 | $638.7M | $2.4B |
负债/权益比AMBAMP
| Q1 26 | — | 0.51× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| 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 | $-1.9M |
| 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AMBAMP
| Q1 26 | — | $-1.9M | ||
| Q4 25 | $34.3M | $-46.9M | ||
| Q3 25 | $5.5M | $-42.0M | ||
| Q2 25 | $14.8M | $-3.7M | ||
| Q1 25 | $25.4M | $-63.2M | ||
| Q4 24 | $6.6M | $30.5M | ||
| Q3 24 | $16.7M | $-6.8M | ||
| Q2 24 | $-15.0M | $30.8M |
自由现金流AMBAMP
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $-109.3M | ||
| Q3 25 | $1.4M | $-92.5M | ||
| Q2 25 | $10.2M | $-32.7M | ||
| Q1 25 | $21.2M | $-93.7M | ||
| Q4 24 | $4.1M | $-11.2M | ||
| Q3 24 | $14.2M | $-53.3M | ||
| Q2 24 | $-16.1M | $-15.6M |
自由现金流率AMBAMP
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | -207.4% | ||
| Q3 25 | 1.4% | -172.8% | ||
| Q2 25 | 11.9% | -56.9% | ||
| Q1 25 | 25.3% | -154.0% | ||
| Q4 24 | 5.0% | -18.3% | ||
| Q3 24 | 22.2% | -84.7% | ||
| Q2 24 | -29.5% | -50.1% |
资本支出强度AMBAMP
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 118.5% | ||
| Q3 25 | 4.3% | 94.3% | ||
| Q2 25 | 5.3% | 50.5% | ||
| Q1 25 | 5.0% | 50.1% | ||
| Q4 24 | 3.0% | 68.3% | ||
| Q3 24 | 4.0% | 73.8% | ||
| Q2 24 | 2.1% | 148.7% |
现金转化率AMBAMP
| Q1 26 | — | — | ||
| Q4 25 | — | -4.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
