vs
安霸（AMBA）与OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.6倍（$108.5M vs $66.9M），安霸净利率更高（-13.9% vs -73.8%，领先59.8%），安霸同比增速更快（31.2% vs 2.6%），过去两年安霸的营收复合增速更高（45.0% vs 16.2%）
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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
AMBA vs OSG — 直观对比
营收规模更大
AMBA
是对方的1.6倍
$66.9M
营收增速更快
AMBA
高出28.6%
2.6%
净利率更高
AMBA
高出59.8%
-73.8%
两年增速更快
AMBA
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $66.9M |
| 净利润 | $-15.1M | $-29.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -76.7% |
| 净利率 | -13.9% | -73.8% |
| 营收同比 | 31.2% | 2.6% |
| 净利润同比 | 37.2% | -41.7% |
| 每股收益（稀释后） | $-0.35 | $-0.82 |
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AMBAOSG
| Q4 25 | $108.5M | $66.9M | ||
| Q3 25 | $95.5M | $66.6M | ||
| Q2 25 | $85.9M | $55.0M | ||
| Q1 25 | $84.0M | $62.8M | ||
| Q4 24 | $82.7M | $65.2M | ||
| Q3 24 | $63.7M | $70.0M | ||
| Q2 24 | $54.5M | $51.0M | ||
| Q1 24 | $51.6M | $49.6M |
净利润AMBAOSG
| Q4 25 | $-15.1M | $-29.7M | ||
| Q3 25 | $-20.0M | $-112.6M | ||
| Q2 25 | $-24.3M | $-72.7M | ||
| Q1 25 | $-20.2M | $-44.7M | ||
| Q4 24 | $-24.1M | $-20.9M | ||
| Q3 24 | $-34.9M | $-27.5M | ||
| Q2 24 | $-37.9M | $-750.0K | ||
| Q1 24 | $-60.6M | $20.8M |
毛利率AMBAOSG
| 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AMBAOSG
| Q4 25 | -15.0% | -76.7% | ||
| Q3 25 | -23.0% | -48.2% | ||
| Q2 25 | -30.1% | -41.8% | ||
| Q1 25 | -30.2% | -24.1% | ||
| Q4 24 | -30.9% | -55.5% | ||
| Q3 24 | -56.9% | -29.7% | ||
| Q2 24 | -72.4% | -28.9% | ||
| Q1 24 | -80.8% | -6.5% |
净利率AMBAOSG
| Q4 25 | -13.9% | -73.8% | ||
| Q3 25 | -20.9% | -169.1% | ||
| Q2 25 | -28.3% | -132.3% | ||
| Q1 25 | -24.1% | -71.3% | ||
| Q4 24 | -29.1% | -55.1% | ||
| Q3 24 | -54.8% | -39.3% | ||
| Q2 24 | -69.6% | -1.5% | ||
| Q1 24 | -117.4% | 41.9% |
每股收益（稀释后）AMBAOSG
| Q4 25 | $-0.35 | $-0.82 | ||
| Q3 25 | $-0.47 | $-2.35 | ||
| Q2 25 | $-0.58 | $-1.54 | ||
| Q1 25 | $-0.48 | $-1.22 | ||
| Q4 24 | $-0.58 | $-11.75 | ||
| Q3 24 | $-0.85 | $-0.63 | ||
| Q2 24 | $-0.93 | $-0.02 | ||
| Q1 24 | $-1.51 | $0.44 |
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 | $146.4M |
| 总债务越低越好 | — | $117.6M |
| 股东权益账面价值 | $590.1M | $715.8M |
| 总资产 | $751.9M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资AMBAOSG
| Q4 25 | $174.1M | $146.4M | ||
| Q3 25 | $142.7M | $27.5M | ||
| Q2 25 | $141.3M | $22.5M | ||
| Q1 25 | $144.6M | $34.1M | ||
| Q4 24 | $127.1M | $157.2M | ||
| Q3 24 | $153.9M | $40.8M | ||
| Q2 24 | $131.8M | $14.6M | ||
| Q1 24 | $144.9M | $13.8M |
总债务AMBAOSG
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M | ||
| Q1 24 | — | $512.0M |
股东权益AMBAOSG
| Q4 25 | $590.1M | $715.8M | ||
| Q3 25 | $576.5M | $843.4M | ||
| Q2 25 | $572.7M | $859.8M | ||
| Q1 25 | $561.4M | $852.2M | ||
| Q4 24 | $554.3M | $798.4M | ||
| Q3 24 | $547.6M | $1.5B | ||
| Q2 24 | $555.4M | $1.4B | ||
| Q1 24 | $559.9M | $1.4B |
总资产AMBAOSG
| Q4 25 | $751.9M | $2.2B | ||
| Q3 25 | $706.4M | $2.1B | ||
| Q2 25 | $701.9M | $8.5B | ||
| Q1 25 | $689.0M | $8.3B | ||
| Q4 24 | $670.8M | $8.1B | ||
| Q3 24 | $650.3M | $9.3B | ||
| Q2 24 | $638.7M | $8.2B | ||
| Q1 24 | $657.7M | $8.4B |
负债/权益比AMBAOSG
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.38× |
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 | $-52.3M |
| 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AMBAOSG
| Q4 25 | $34.3M | $-52.3M | ||
| Q3 25 | $5.5M | $-41.2M | ||
| Q2 25 | $14.8M | $2.1M | ||
| Q1 25 | $25.4M | $-12.6M | ||
| Q4 24 | $6.6M | $762.0K | ||
| Q3 24 | $16.7M | $48.9M | ||
| Q2 24 | $-15.0M | $20.4M | ||
| Q1 24 | $-4.0M | $7.1M |
自由现金流AMBAOSG
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBAOSG
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBAOSG
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
现金转化率AMBAOSG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.34× |
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% |
OSG
| Other | $28.7M | 43% |
| Specialty Property Casualty Program | $23.1M | 34% |
| Accident Health | $9.6M | 14% |
| Specialty Automobile | $3.1M | 5% |
| Niche Specialty Risks | $2.4M | 4% |
