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安霸（AMBA）与NOODLES & Co（NDLS）财务数据对比。点击上方公司名可切换其他公司
NOODLES & Co的季度营收约是安霸的1.1倍（$122.1M vs $108.5M），NOODLES & Co净利率更高（-7.5% vs -13.9%，领先6.4%），安霸同比增速更快（31.2% vs -4.1%），安霸自由现金流更多（$31.4M vs $-2.8M），过去两年安霸的营收复合增速更高（45.0% vs -1.2%）
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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
AMBA vs NDLS — 直观对比
营收规模更大
NDLS
是对方的1.1倍
$108.5M
营收增速更快
AMBA
高出35.3%
-4.1%
净利率更高
NDLS
高出6.4%
-13.9%
自由现金流更多
AMBA
多$34.2M
$-2.8M
两年增速更快
AMBA
近两年复合增速
-1.2%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $122.1M |
| 净利润 | $-15.1M | $-9.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -5.2% |
| 净利率 | -13.9% | -7.5% |
| 营收同比 | 31.2% | -4.1% |
| 净利润同比 | 37.2% | 32.8% |
| 每股收益（稀释后） | $-0.35 | $-0.20 |
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AMBANDLS
| Q4 25 | $108.5M | — | ||
| Q3 25 | $95.5M | $122.1M | ||
| Q2 25 | $85.9M | $123.8M | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.7M | $122.8M | ||
| Q3 24 | $63.7M | $127.4M | ||
| Q2 24 | $54.5M | $121.4M | ||
| Q1 24 | $51.6M | $124.3M |
净利润AMBANDLS
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-9.2M | ||
| Q2 25 | $-24.3M | $-9.1M | ||
| Q1 25 | $-20.2M | — | ||
| Q4 24 | $-24.1M | $-6.8M | ||
| Q3 24 | $-34.9M | $-13.6M | ||
| Q2 24 | $-37.9M | $-6.1M | ||
| Q1 24 | $-60.6M | $-6.1M |
毛利率AMBANDLS
| 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AMBANDLS
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -5.2% | ||
| Q2 25 | -30.1% | -5.2% | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | -3.9% | ||
| Q3 24 | -56.9% | -9.0% | ||
| Q2 24 | -72.4% | -3.4% | ||
| Q1 24 | -80.8% | -3.7% |
净利率AMBANDLS
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -7.5% | ||
| Q2 25 | -28.3% | -7.3% | ||
| Q1 25 | -24.1% | — | ||
| Q4 24 | -29.1% | -5.5% | ||
| Q3 24 | -54.8% | -10.7% | ||
| Q2 24 | -69.6% | -5.1% | ||
| Q1 24 | -117.4% | -4.9% |
每股收益（稀释后）AMBANDLS
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | $-0.20 | ||
| Q2 25 | $-0.58 | $-0.20 | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | $-0.15 | ||
| Q3 24 | $-0.85 | $-0.30 | ||
| Q2 24 | $-0.93 | $-0.14 | ||
| Q1 24 | $-1.51 | $-1.64 |
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 | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $-38.9M |
| 总资产 | $751.9M | $280.6M |
| 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AMBANDLS
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | $4.7M | ||
| Q2 25 | $141.3M | $1.4M | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | $3.3M | ||
| Q3 24 | $153.9M | $1.8M | ||
| Q2 24 | $131.8M | $1.3M | ||
| Q1 24 | $144.9M | $3.0M |
股东权益AMBANDLS
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | $-38.9M | ||
| Q2 25 | $572.7M | $-13.9M | ||
| Q1 25 | $561.4M | — | ||
| Q4 24 | $554.3M | $3.7M | ||
| Q3 24 | $547.6M | $9.6M | ||
| Q2 24 | $555.4M | $21.9M | ||
| Q1 24 | $559.9M | $27.2M |
总资产AMBANDLS
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | $280.6M | ||
| Q2 25 | $701.9M | $319.4M | ||
| Q1 25 | $689.0M | — | ||
| Q4 24 | $670.8M | $340.5M | ||
| Q3 24 | $650.3M | $346.3M | ||
| Q2 24 | $638.7M | $360.4M | ||
| Q1 24 | $657.7M | $368.1M |
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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-2.8M |
| 自由现金流率自由现金流/营收 | 29.0% | -2.3% |
| 资本支出强度资本支出/营收 | 2.7% | 5.8% |
| 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 | $-7.5M |
8季度趋势，按日历期对齐
经营现金流AMBANDLS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $4.3M | ||
| Q2 25 | $14.8M | $4.0M | ||
| Q1 25 | $25.4M | — | ||
| Q4 24 | $6.6M | $5.8M | ||
| Q3 24 | $16.7M | $4.7M | ||
| Q2 24 | $-15.0M | $7.0M | ||
| Q1 24 | $-4.0M | $164.0K |
自由现金流AMBANDLS
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $-2.8M | ||
| Q2 25 | $10.2M | $1.1M | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | $-1.3M | ||
| Q3 24 | $14.2M | $-4.5M | ||
| Q2 24 | $-16.1M | $-1.6M | ||
| Q1 24 | $-6.0M | $-15.2M |
自由现金流率AMBANDLS
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | -2.3% | ||
| Q2 25 | 11.9% | 0.9% | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | -1.1% | ||
| Q3 24 | 22.2% | -3.5% | ||
| Q2 24 | -29.5% | -1.4% | ||
| Q1 24 | -11.6% | -12.2% |
资本支出强度AMBANDLS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 5.8% | ||
| Q2 25 | 5.3% | 2.4% | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | 5.8% | ||
| Q3 24 | 4.0% | 7.2% | ||
| Q2 24 | 2.1% | 7.1% | ||
| Q1 24 | 3.7% | 12.3% |
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% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
