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安霸（AMBA）与OFG BANCORP（OFG）财务数据对比。点击上方公司名可切换其他公司
OFG BANCORP的季度营收约是安霸的1.7倍（$184.3M vs $108.5M），OFG BANCORP净利率更高（30.3% vs -13.9%，领先44.3%），安霸同比增速更快（31.2% vs 0.9%），OFG BANCORP自由现金流更多（$199.3M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 2.8%）
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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
AMBA vs OFG — 直观对比
营收规模更大
OFG
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出30.3%
0.9%
净利率更高
OFG
高出44.3%
-13.9%
自由现金流更多
OFG
多$167.9M
$31.4M
两年增速更快
AMBA
近两年复合增速
2.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $184.3M |
| 净利润 | $-15.1M | $55.9M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 25.7% |
| 净利率 | -13.9% | 30.3% |
| 营收同比 | 31.2% | 0.9% |
| 净利润同比 | 37.2% | 11.0% |
| 每股收益（稀释后） | $-0.35 | $1.27 |
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AMBAOFG
| Q4 25 | $108.5M | $184.3M | ||
| Q3 25 | $95.5M | $186.2M | ||
| Q2 25 | $85.9M | $182.4M | ||
| Q1 25 | $84.0M | $178.6M | ||
| Q4 24 | $82.7M | $182.7M | ||
| Q3 24 | $63.7M | $174.7M | ||
| Q2 24 | $54.5M | $179.8M | ||
| Q1 24 | $51.6M | $174.4M |
净利润AMBAOFG
| Q4 25 | $-15.1M | $55.9M | ||
| Q3 25 | $-20.0M | $51.8M | ||
| Q2 25 | $-24.3M | $51.8M | ||
| Q1 25 | $-20.2M | $45.6M | ||
| Q4 24 | $-24.1M | $50.3M | ||
| Q3 24 | $-34.9M | $47.0M | ||
| Q2 24 | $-37.9M | $51.1M | ||
| Q1 24 | $-60.6M | $49.7M |
毛利率AMBAOFG
| 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AMBAOFG
| Q4 25 | -15.0% | 25.7% | ||
| Q3 25 | -23.0% | 33.0% | ||
| Q2 25 | -30.1% | 36.1% | ||
| Q1 25 | -30.2% | 33.3% | ||
| Q4 24 | -30.9% | 28.9% | ||
| Q3 24 | -56.9% | 35.4% | ||
| Q2 24 | -72.4% | 39.6% | ||
| Q1 24 | -80.8% | 38.9% |
净利率AMBAOFG
| Q4 25 | -13.9% | 30.3% | ||
| Q3 25 | -20.9% | 27.8% | ||
| Q2 25 | -28.3% | 28.4% | ||
| Q1 25 | -24.1% | 25.5% | ||
| Q4 24 | -29.1% | 27.6% | ||
| Q3 24 | -54.8% | 26.9% | ||
| Q2 24 | -69.6% | 28.4% | ||
| Q1 24 | -117.4% | 28.5% |
每股收益（稀释后）AMBAOFG
| Q4 25 | $-0.35 | $1.27 | ||
| Q3 25 | $-0.47 | $1.16 | ||
| Q2 25 | $-0.58 | $1.15 | ||
| Q1 25 | $-0.48 | $1.00 | ||
| Q4 24 | $-0.58 | $1.10 | ||
| Q3 24 | $-0.85 | $1.00 | ||
| Q2 24 | $-0.93 | $1.08 | ||
| Q1 24 | $-1.51 | $1.05 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $1.4B |
| 总资产 | $751.9M | $12.5B |
| 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AMBAOFG
| Q4 25 | $174.1M | $1.0B | ||
| Q3 25 | $142.7M | $740.3M | ||
| Q2 25 | $141.3M | $851.8M | ||
| Q1 25 | $144.6M | $710.6M | ||
| Q4 24 | $127.1M | $591.1M | ||
| Q3 24 | $153.9M | $680.6M | ||
| Q2 24 | $131.8M | $740.4M | ||
| Q1 24 | $144.9M | $754.4M |
股东权益AMBAOFG
| Q4 25 | $590.1M | $1.4B | ||
| Q3 25 | $576.5M | $1.4B | ||
| Q2 25 | $572.7M | $1.3B | ||
| Q1 25 | $561.4M | $1.3B | ||
| Q4 24 | $554.3M | $1.3B | ||
| Q3 24 | $547.6M | $1.3B | ||
| Q2 24 | $555.4M | $1.2B | ||
| Q1 24 | $559.9M | $1.2B |
总资产AMBAOFG
| Q4 25 | $751.9M | $12.5B | ||
| Q3 25 | $706.4M | $12.2B | ||
| Q2 25 | $701.9M | $12.2B | ||
| Q1 25 | $689.0M | $11.7B | ||
| Q4 24 | $670.8M | $11.5B | ||
| Q3 24 | $650.3M | $11.5B | ||
| Q2 24 | $638.7M | $11.3B | ||
| Q1 24 | $657.7M | $11.2B |
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 | $217.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $199.3M |
| 自由现金流率自由现金流/营收 | 29.0% | 108.1% |
| 资本支出强度资本支出/营收 | 2.7% | 10.0% |
| 现金转化率经营现金流/净利润 | — | 3.90× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $345.4M |
8季度趋势，按日历期对齐
经营现金流AMBAOFG
| Q4 25 | $34.3M | $217.7M | ||
| Q3 25 | $5.5M | $39.5M | ||
| Q2 25 | $14.8M | $35.9M | ||
| Q1 25 | $25.4M | $83.1M | ||
| Q4 24 | $6.6M | $252.5M | ||
| Q3 24 | $16.7M | $58.1M | ||
| Q2 24 | $-15.0M | $95.1M | ||
| Q1 24 | $-4.0M | $61.0M |
自由现金流AMBAOFG
| Q4 25 | $31.4M | $199.3M | ||
| Q3 25 | $1.4M | $35.5M | ||
| Q2 25 | $10.2M | $31.8M | ||
| Q1 25 | $21.2M | $78.7M | ||
| Q4 24 | $4.1M | $231.2M | ||
| Q3 24 | $14.2M | $51.8M | ||
| Q2 24 | $-16.1M | $90.4M | ||
| Q1 24 | $-6.0M | $54.8M |
自由现金流率AMBAOFG
| Q4 25 | 29.0% | 108.1% | ||
| Q3 25 | 1.4% | 19.1% | ||
| Q2 25 | 11.9% | 17.4% | ||
| Q1 25 | 25.3% | 44.1% | ||
| Q4 24 | 5.0% | 126.5% | ||
| Q3 24 | 22.2% | 29.6% | ||
| Q2 24 | -29.5% | 50.3% | ||
| Q1 24 | -11.6% | 31.4% |
资本支出强度AMBAOFG
| Q4 25 | 2.7% | 10.0% | ||
| Q3 25 | 4.3% | 2.1% | ||
| Q2 25 | 5.3% | 2.3% | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 3.0% | 11.7% | ||
| Q3 24 | 4.0% | 3.6% | ||
| Q2 24 | 2.1% | 2.6% | ||
| Q1 24 | 3.7% | 3.5% |
现金转化率AMBAOFG
| Q4 25 | — | 3.90× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 1.82× | ||
| Q4 24 | — | 5.02× | ||
| Q3 24 | — | 1.24× | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | — | 1.23× |
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% |
OFG
暂无分部数据
