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安霸（AMBA）与美满电子科技（MRVL）财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是安霸的19.1倍（$2.1B vs $108.5M）。美满电子科技净利率更高（91.7% vs -13.9%，领先105.6%）。美满电子科技同比增速更快（36.8% vs 31.2%）。美满电子科技自由现金流更多（$508.8M vs $31.4M）。过去两年安霸的营收复合增速更高（45.0% vs 20.6%）
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。
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
AMBA vs MRVL — 直观对比
营收规模更大
MRVL
是对方的19.1倍
$108.5M
营收增速更快
MRVL
高出5.6%
31.2%
净利率更高
MRVL
高出105.6%
-13.9%
自由现金流更多
MRVL
多$477.4M
$31.4M
两年增速更快
AMBA
近两年复合增速
20.6%
损益表 — Q3 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $2.1B |
| 净利润 | $-15.1M | $1.9B |
| 毛利率 | 59.6% | 51.6% |
| 营业利润率 | -15.0% | 17.2% |
| 净利率 | -13.9% | 91.7% |
| 营收同比 | 31.2% | 36.8% |
| 净利润同比 | 37.2% | 381.1% |
| 每股收益（稀释后） | $-0.35 | $2.20 |
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AMBAMRVL
| Q4 25 | $108.5M | $2.1B | ||
| Q3 25 | $95.5M | $2.0B | ||
| Q2 25 | $85.9M | $1.9B | ||
| Q1 25 | $84.0M | $1.8B | ||
| Q4 24 | $82.7M | $1.5B | ||
| Q3 24 | $63.7M | $1.3B | ||
| Q2 24 | $54.5M | $1.2B | ||
| Q1 24 | $51.6M | $1.4B |
净利润AMBAMRVL
| Q4 25 | $-15.1M | $1.9B | ||
| Q3 25 | $-20.0M | $194.8M | ||
| Q2 25 | $-24.3M | $177.9M | ||
| Q1 25 | $-20.2M | $200.2M | ||
| Q4 24 | $-24.1M | $-676.3M | ||
| Q3 24 | $-34.9M | $-193.3M | ||
| Q2 24 | $-37.9M | $-215.6M | ||
| Q1 24 | $-60.6M | $-392.7M |
毛利率AMBAMRVL
| Q4 25 | 59.6% | 51.6% | ||
| Q3 25 | 58.9% | 50.4% | ||
| Q2 25 | 60.0% | 50.3% | ||
| Q1 25 | 60.0% | 50.5% | ||
| Q4 24 | 60.6% | 23.0% | ||
| Q3 24 | 60.8% | 46.2% | ||
| Q2 24 | 60.9% | 45.5% | ||
| Q1 24 | 59.8% | 46.6% |
营业利润率AMBAMRVL
| Q4 25 | -15.0% | 17.2% | ||
| Q3 25 | -23.0% | 14.5% | ||
| Q2 25 | -30.1% | 14.3% | ||
| Q1 25 | -30.2% | 12.9% | ||
| Q4 24 | -30.9% | -46.4% | ||
| Q3 24 | -56.9% | -7.9% | ||
| Q2 24 | -72.4% | -13.1% | ||
| Q1 24 | -80.8% | -2.3% |
净利率AMBAMRVL
| Q4 25 | -13.9% | 91.7% | ||
| Q3 25 | -20.9% | 9.7% | ||
| Q2 25 | -28.3% | 9.4% | ||
| Q1 25 | -24.1% | 11.0% | ||
| Q4 24 | -29.1% | -44.6% | ||
| Q3 24 | -54.8% | -15.2% | ||
| Q2 24 | -69.6% | -18.6% | ||
| Q1 24 | -117.4% | -27.5% |
每股收益（稀释后）AMBAMRVL
| Q4 25 | $-0.35 | $2.20 | ||
| Q3 25 | $-0.47 | $0.22 | ||
| Q2 25 | $-0.58 | $0.20 | ||
| Q1 25 | $-0.48 | $0.23 | ||
| Q4 24 | $-0.58 | $-0.78 | ||
| Q3 24 | $-0.85 | $-0.22 | ||
| Q2 24 | $-0.93 | $-0.25 | ||
| Q1 24 | $-1.51 | $-0.45 |
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 | $2.7B |
| 总债务越低越好 | — | $4.5B |
| 股东权益账面价值 | $590.1M | $14.1B |
| 总资产 | $751.9M | $21.6B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资AMBAMRVL
| Q4 25 | $174.1M | $2.7B | ||
| Q3 25 | $142.7M | $1.2B | ||
| Q2 25 | $141.3M | $885.9M | ||
| Q1 25 | $144.6M | $948.3M | ||
| Q4 24 | $127.1M | $868.1M | ||
| Q3 24 | $153.9M | $808.7M | ||
| Q2 24 | $131.8M | $847.7M | ||
| Q1 24 | $144.9M | $950.8M |
总债务AMBAMRVL
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.2B |
股东权益AMBAMRVL
| Q4 25 | $590.1M | $14.1B | ||
| Q3 25 | $576.5M | $13.4B | ||
| Q2 25 | $572.7M | $13.3B | ||
| Q1 25 | $561.4M | $13.4B | ||
| Q4 24 | $554.3M | $13.4B | ||
| Q3 24 | $547.6M | $14.2B | ||
| Q2 24 | $555.4M | $14.5B | ||
| Q1 24 | $559.9M | $14.8B |
总资产AMBAMRVL
| Q4 25 | $751.9M | $21.6B | ||
| Q3 25 | $706.4M | $20.6B | ||
| Q2 25 | $701.9M | $20.0B | ||
| Q1 25 | $689.0M | $20.2B | ||
| Q4 24 | $670.8M | $19.7B | ||
| Q3 24 | $650.3M | $20.3B | ||
| Q2 24 | $638.7M | $20.5B | ||
| Q1 24 | $657.7M | $21.2B |
负债/权益比AMBAMRVL
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.29× | ||
| Q1 24 | — | 0.28× |
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 | $582.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $508.8M |
| 自由现金流率自由现金流/营收 | 29.0% | 24.5% |
| 资本支出强度资本支出/营收 | 2.7% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 0.31× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $1.6B |
8季度趋势，按日历期对齐
经营现金流AMBAMRVL
| Q4 25 | $34.3M | $582.3M | ||
| Q3 25 | $5.5M | $461.6M | ||
| Q2 25 | $14.8M | $332.9M | ||
| Q1 25 | $25.4M | $514.0M | ||
| Q4 24 | $6.6M | $536.3M | ||
| Q3 24 | $16.7M | $306.4M | ||
| Q2 24 | $-15.0M | $324.5M | ||
| Q1 24 | $-4.0M | $546.6M |
自由现金流AMBAMRVL
| Q4 25 | $31.4M | $508.8M | ||
| Q3 25 | $1.4M | $414.1M | ||
| Q2 25 | $10.2M | $214.1M | ||
| Q1 25 | $21.2M | $444.1M | ||
| Q4 24 | $4.1M | $461.3M | ||
| Q3 24 | $14.2M | $258.2M | ||
| Q2 24 | $-16.1M | $233.0M | ||
| Q1 24 | $-6.0M | $475.6M |
自由现金流率AMBAMRVL
| Q4 25 | 29.0% | 24.5% | ||
| Q3 25 | 1.4% | 20.6% | ||
| Q2 25 | 11.9% | 11.3% | ||
| Q1 25 | 25.3% | 24.4% | ||
| Q4 24 | 5.0% | 30.4% | ||
| Q3 24 | 22.2% | 20.3% | ||
| Q2 24 | -29.5% | 20.1% | ||
| Q1 24 | -11.6% | 33.3% |
资本支出强度AMBAMRVL
| Q4 25 | 2.7% | 3.5% | ||
| Q3 25 | 4.3% | 2.4% | ||
| Q2 25 | 5.3% | 6.3% | ||
| Q1 25 | 5.0% | 3.8% | ||
| Q4 24 | 3.0% | 4.9% | ||
| Q3 24 | 4.0% | 3.8% | ||
| Q2 24 | 2.1% | 7.9% | ||
| Q1 24 | 3.7% | 5.0% |
现金转化率AMBAMRVL
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
MRVL
暂无分部数据
