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安霸（AMBA）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
丰田北美的季度营收约是安霸的1.5倍（$167.7M vs $108.5M），丰田北美净利率更高（1.1% vs -13.9%，领先15.0%），安霸同比增速更快（31.2% vs -9.9%），安霸自由现金流更多（$31.4M vs $-8.6M），过去两年安霸的营收复合增速更高（45.0% vs -5.9%）
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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
AMBA vs MPAA — 直观对比
营收规模更大
MPAA
是对方的1.5倍
$108.5M
营收增速更快
AMBA
高出41.1%
-9.9%
净利率更高
MPAA
高出15.0%
-13.9%
自由现金流更多
AMBA
多$40.1M
$-8.6M
两年增速更快
AMBA
近两年复合增速
-5.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $167.7M |
| 净利润 | $-15.1M | $1.8M |
| 毛利率 | 59.6% | 19.6% |
| 营业利润率 | -15.0% | 5.0% |
| 净利率 | -13.9% | 1.1% |
| 营收同比 | 31.2% | -9.9% |
| 净利润同比 | 37.2% | -22.4% |
| 每股收益（稀释后） | $-0.35 | $0.09 |
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AMBAMPAA
| Q4 25 | $108.5M | $167.7M | ||
| Q3 25 | $95.5M | $221.5M | ||
| Q2 25 | $85.9M | $188.4M | ||
| Q1 25 | $84.0M | $193.1M | ||
| Q4 24 | $82.7M | $186.2M | ||
| Q3 24 | $63.7M | $208.2M | ||
| Q2 24 | $54.5M | $169.9M | ||
| Q1 24 | $51.6M | $189.5M |
净利润AMBAMPAA
| Q4 25 | $-15.1M | $1.8M | ||
| Q3 25 | $-20.0M | $-2.1M | ||
| Q2 25 | $-24.3M | $3.0M | ||
| Q1 25 | $-20.2M | $-722.0K | ||
| Q4 24 | $-24.1M | $2.3M | ||
| Q3 24 | $-34.9M | $-3.0M | ||
| Q2 24 | $-37.9M | $-18.1M | ||
| Q1 24 | $-60.6M | $1.3M |
毛利率AMBAMPAA
| Q4 25 | 59.6% | 19.6% | ||
| Q3 25 | 58.9% | 19.3% | ||
| Q2 25 | 60.0% | 18.0% | ||
| Q1 25 | 60.0% | 19.9% | ||
| Q4 24 | 60.6% | 24.1% | ||
| Q3 24 | 60.8% | 19.8% | ||
| Q2 24 | 60.9% | 17.2% | ||
| Q1 24 | 59.8% | 18.4% |
营业利润率AMBAMPAA
| Q4 25 | -15.0% | 5.0% | ||
| Q3 25 | -23.0% | 7.4% | ||
| Q2 25 | -30.1% | 10.7% | ||
| Q1 25 | -30.2% | 8.4% | ||
| Q4 24 | -30.9% | 9.4% | ||
| Q3 24 | -56.9% | 6.0% | ||
| Q2 24 | -72.4% | -3.8% | ||
| Q1 24 | -80.8% | 6.4% |
净利率AMBAMPAA
| Q4 25 | -13.9% | 1.1% | ||
| Q3 25 | -20.9% | -1.0% | ||
| Q2 25 | -28.3% | 1.6% | ||
| Q1 25 | -24.1% | -0.4% | ||
| Q4 24 | -29.1% | 1.2% | ||
| Q3 24 | -54.8% | -1.4% | ||
| Q2 24 | -69.6% | -10.6% | ||
| Q1 24 | -117.4% | 0.7% |
每股收益（稀释后）AMBAMPAA
| Q4 25 | $-0.35 | $0.09 | ||
| Q3 25 | $-0.47 | $-0.11 | ||
| Q2 25 | $-0.58 | $0.15 | ||
| Q1 25 | $-0.48 | $-0.03 | ||
| Q4 24 | $-0.58 | $0.11 | ||
| Q3 24 | $-0.85 | $-0.15 | ||
| Q2 24 | $-0.93 | $-0.92 | ||
| Q1 24 | $-1.51 | $0.06 |
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 | $19.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $258.5M |
| 总资产 | $751.9M | $991.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMBAMPAA
| Q4 25 | $174.1M | $19.6M | ||
| Q3 25 | $142.7M | $17.7M | ||
| Q2 25 | $141.3M | $14.5M | ||
| Q1 25 | $144.6M | $11.3M | ||
| Q4 24 | $127.1M | $12.7M | ||
| Q3 24 | $153.9M | $12.3M | ||
| Q2 24 | $131.8M | $9.4M | ||
| Q1 24 | $144.9M | $15.8M |
股东权益AMBAMPAA
| Q4 25 | $590.1M | $258.5M | ||
| Q3 25 | $576.5M | $258.5M | ||
| Q2 25 | $572.7M | $260.1M | ||
| Q1 25 | $561.4M | $257.7M | ||
| Q4 24 | $554.3M | $262.7M | ||
| Q3 24 | $547.6M | $264.0M | ||
| Q2 24 | $555.4M | $267.2M | ||
| Q1 24 | $559.9M | $285.1M |
总资产AMBAMPAA
| Q4 25 | $751.9M | $991.3M | ||
| Q3 25 | $706.4M | $990.0M | ||
| Q2 25 | $701.9M | $973.4M | ||
| Q1 25 | $689.0M | $957.6M | ||
| Q4 24 | $670.8M | $949.5M | ||
| Q3 24 | $650.3M | $986.2M | ||
| Q2 24 | $638.7M | $978.0M | ||
| Q1 24 | $657.7M | $1.0B |
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 | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-8.6M |
| 自由现金流率自由现金流/营收 | 29.0% | -5.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.2% |
| 现金转化率经营现金流/净利润 | — | -4.63× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $27.7M |
8季度趋势，按日历期对齐
经营现金流AMBAMPAA
| Q4 25 | $34.3M | $-8.2M | ||
| Q3 25 | $5.5M | $21.9M | ||
| Q2 25 | $14.8M | $10.0M | ||
| Q1 25 | $25.4M | $9.1M | ||
| Q4 24 | $6.6M | $34.4M | ||
| Q3 24 | $16.7M | $22.9M | ||
| Q2 24 | $-15.0M | $-20.8M | ||
| Q1 24 | $-4.0M | $-9.3M |
自由现金流AMBAMPAA
| Q4 25 | $31.4M | $-8.6M | ||
| Q3 25 | $1.4M | $20.8M | ||
| Q2 25 | $10.2M | $9.2M | ||
| Q1 25 | $21.2M | $6.2M | ||
| Q4 24 | $4.1M | $33.7M | ||
| Q3 24 | $14.2M | $22.3M | ||
| Q2 24 | $-16.1M | $-21.3M | ||
| Q1 24 | $-6.0M | $-9.8M |
自由现金流率AMBAMPAA
| Q4 25 | 29.0% | -5.2% | ||
| Q3 25 | 1.4% | 9.4% | ||
| Q2 25 | 11.9% | 4.9% | ||
| Q1 25 | 25.3% | 3.2% | ||
| Q4 24 | 5.0% | 18.1% | ||
| Q3 24 | 22.2% | 10.7% | ||
| Q2 24 | -29.5% | -12.6% | ||
| Q1 24 | -11.6% | -5.2% |
资本支出强度AMBAMPAA
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.5% | ||
| Q2 25 | 5.3% | 0.4% | ||
| Q1 25 | 5.0% | 1.5% | ||
| Q4 24 | 3.0% | 0.4% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.3% | ||
| Q1 24 | 3.7% | 0.3% |
现金转化率AMBAMPAA
| Q4 25 | — | -4.63× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 15.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -6.93× |
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% |
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
