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安霸（AMBA）与Ouster, Inc.（OUST）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Ouster, Inc.的1.7倍（$108.5M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs 31.2%），安霸自由现金流更多（$31.4M vs $-37.2M），过去两年Ouster, Inc.的营收复合增速更高（54.8% vs 45.0%）
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。
Ouster, Inc.是总部位于美国加利福尼亚州旧金山的激光雷达技术企业，主打高分辨率数字化3D激光雷达传感器，产品广泛应用于自动驾驶车辆、工业自动化、机器人、无人机、地图测绘、国防及安防等领域。
AMBA vs OUST — 直观对比
营收规模更大
AMBA
是对方的1.7倍
$62.2M
营收增速更快
OUST
高出75.4%
31.2%
自由现金流更多
AMBA
多$68.6M
$-37.2M
两年增速更快
OUST
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $62.2M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | 60.2% |
| 营业利润率 | -15.0% | 1.5% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 106.6% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.10 |
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AMBAOUST
| Q4 25 | $108.5M | $62.2M | ||
| Q3 25 | $95.5M | $39.5M | ||
| Q2 25 | $85.9M | $35.0M | ||
| Q1 25 | $84.0M | $32.6M | ||
| Q4 24 | $82.7M | $30.1M | ||
| Q3 24 | $63.7M | $28.1M | ||
| Q2 24 | $54.5M | $27.0M | ||
| Q1 24 | $51.6M | $25.9M |
净利润AMBAOUST
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-21.7M | ||
| Q2 25 | $-24.3M | $-20.6M | ||
| Q1 25 | $-20.2M | $-22.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-25.6M | ||
| Q2 24 | $-37.9M | $-23.9M | ||
| Q1 24 | $-60.6M | $-23.8M |
毛利率AMBAOUST
| Q4 25 | 59.6% | 60.2% | ||
| Q3 25 | 58.9% | 42.1% | ||
| Q2 25 | 60.0% | 45.2% | ||
| Q1 25 | 60.0% | 41.3% | ||
| Q4 24 | 60.6% | 43.8% | ||
| Q3 24 | 60.8% | 38.3% | ||
| Q2 24 | 60.9% | 33.7% | ||
| Q1 24 | 59.8% | 28.6% |
营业利润率AMBAOUST
| Q4 25 | -15.0% | 1.5% | ||
| Q3 25 | -23.0% | -61.4% | ||
| Q2 25 | -30.1% | -76.5% | ||
| Q1 25 | -30.2% | -73.0% | ||
| Q4 24 | -30.9% | -85.1% | ||
| Q3 24 | -56.9% | -98.0% | ||
| Q2 24 | -72.4% | -93.6% | ||
| Q1 24 | -80.8% | -99.5% |
净利率AMBAOUST
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -55.0% | ||
| Q2 25 | -28.3% | -58.8% | ||
| Q1 25 | -24.1% | -67.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -91.1% | ||
| Q2 24 | -69.6% | -88.4% | ||
| Q1 24 | -117.4% | -91.9% |
每股收益（稀释后）AMBAOUST
| Q4 25 | $-0.35 | $0.10 | ||
| Q3 25 | $-0.47 | $-0.37 | ||
| Q2 25 | $-0.58 | $-0.38 | ||
| Q1 25 | $-0.48 | $-0.42 | ||
| Q4 24 | $-0.58 | $-0.46 | ||
| Q3 24 | $-0.85 | $-0.54 | ||
| Q2 24 | $-0.93 | $-0.53 | ||
| Q1 24 | $-1.51 | $-0.55 |
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 | $208.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $261.7M |
| 总资产 | $751.9M | $349.5M |
| 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AMBAOUST
| Q4 25 | $174.1M | $208.6M | ||
| Q3 25 | $142.7M | $244.5M | ||
| Q2 25 | $141.3M | $226.5M | ||
| Q1 25 | $144.6M | $168.2M | ||
| Q4 24 | $127.1M | $172.0M | ||
| Q3 24 | $153.9M | $151.4M | ||
| Q2 24 | $131.8M | $184.2M | ||
| Q1 24 | $144.9M | $187.8M |
股东权益AMBAOUST
| Q4 25 | $590.1M | $261.7M | ||
| Q3 25 | $576.5M | $247.4M | ||
| Q2 25 | $572.7M | $221.0M | ||
| Q1 25 | $561.4M | $167.9M | ||
| Q4 24 | $554.3M | $180.9M | ||
| Q3 24 | $547.6M | $171.7M | ||
| Q2 24 | $555.4M | $170.6M | ||
| Q1 24 | $559.9M | $167.2M |
总资产AMBAOUST
| Q4 25 | $751.9M | $349.5M | ||
| Q3 25 | $706.4M | $353.8M | ||
| Q2 25 | $701.9M | $321.8M | ||
| Q1 25 | $689.0M | $268.6M | ||
| Q4 24 | $670.8M | $276.1M | ||
| Q3 24 | $650.3M | $255.2M | ||
| Q2 24 | $638.7M | $309.9M | ||
| Q1 24 | $657.7M | $317.7M |
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 | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-37.2M |
| 自由现金流率自由现金流/营收 | 29.0% | -59.8% |
| 资本支出强度资本支出/营收 | 2.7% | 35.0% |
| 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 | $-64.8M |
8季度趋势，按日历期对齐
经营现金流AMBAOUST
| Q4 25 | $34.3M | $-15.4M | ||
| Q3 25 | $5.5M | $-18.3M | ||
| Q2 25 | $14.8M | $-1.3M | ||
| Q1 25 | $25.4M | $-4.9M | ||
| Q4 24 | $6.6M | $-2.6M | ||
| Q3 24 | $16.7M | $-3.8M | ||
| Q2 24 | $-15.0M | $-21.6M | ||
| Q1 24 | $-4.0M | $-5.7M |
自由现金流AMBAOUST
| Q4 25 | $31.4M | $-37.2M | ||
| Q3 25 | $1.4M | $-20.0M | ||
| Q2 25 | $10.2M | $-2.2M | ||
| Q1 25 | $21.2M | $-5.4M | ||
| Q4 24 | $4.1M | $-4.0M | ||
| Q3 24 | $14.2M | $-4.3M | ||
| Q2 24 | $-16.1M | $-22.0M | ||
| Q1 24 | $-6.0M | $-7.1M |
自由现金流率AMBAOUST
| Q4 25 | 29.0% | -59.8% | ||
| Q3 25 | 1.4% | -50.7% | ||
| Q2 25 | 11.9% | -6.3% | ||
| Q1 25 | 25.3% | -16.6% | ||
| Q4 24 | 5.0% | -13.3% | ||
| Q3 24 | 22.2% | -15.4% | ||
| Q2 24 | -29.5% | -81.5% | ||
| Q1 24 | -11.6% | -27.4% |
资本支出强度AMBAOUST
| Q4 25 | 2.7% | 35.0% | ||
| Q3 25 | 4.3% | 4.3% | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 5.0% | 1.7% | ||
| Q4 24 | 3.0% | 4.8% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 5.3% |
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% |
OUST
暂无分部数据
