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安霸（AMBA）与Ranpak Holdings Corp.（PACK）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Ranpak Holdings Corp.的1.2倍（$108.5M vs $93.7M），安霸同比增速更快（31.2% vs 2.3%），过去两年安霸的营收复合增速更高（45.0% vs 13.7%）
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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
AMBA vs PACK — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$93.7M
营收增速更快
AMBA
高出28.9%
2.3%
两年增速更快
AMBA
近两年复合增速
13.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $93.7M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | 39.0% |
| 营业利润率 | -15.0% | -1.0% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 2.3% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $-0.11 |
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AMBAPACK
| Q4 25 | $108.5M | $93.7M | ||
| Q3 25 | $95.5M | $83.6M | ||
| Q2 25 | $85.9M | $77.8M | ||
| Q1 25 | $84.0M | $77.6M | ||
| Q4 24 | $82.7M | $91.6M | ||
| Q3 24 | $63.7M | $78.6M | ||
| Q2 24 | $54.5M | $72.8M | ||
| Q1 24 | $51.6M | $72.5M |
净利润AMBAPACK
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-10.4M | ||
| Q2 25 | $-24.3M | $-7.5M | ||
| Q1 25 | $-20.2M | $-10.9M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-8.1M | ||
| Q2 24 | $-37.9M | $5.5M | ||
| Q1 24 | $-60.6M | $-8.1M |
毛利率AMBAPACK
| Q4 25 | 59.6% | 39.0% | ||
| Q3 25 | 58.9% | 41.1% | ||
| Q2 25 | 60.0% | 37.1% | ||
| Q1 25 | 60.0% | 39.8% | ||
| Q4 24 | 60.6% | 45.2% | ||
| Q3 24 | 60.8% | 43.8% | ||
| Q2 24 | 60.9% | 43.5% | ||
| Q1 24 | 59.8% | 44.6% |
营业利润率AMBAPACK
| Q4 25 | -15.0% | -1.0% | ||
| Q3 25 | -23.0% | -6.8% | ||
| Q2 25 | -30.1% | -12.5% | ||
| Q1 25 | -30.2% | -10.3% | ||
| Q4 24 | -30.9% | 1.5% | ||
| Q3 24 | -56.9% | -5.3% | ||
| Q2 24 | -72.4% | -7.1% | ||
| Q1 24 | -80.8% | -6.6% |
净利率AMBAPACK
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -12.4% | ||
| Q2 25 | -28.3% | -9.6% | ||
| Q1 25 | -24.1% | -14.0% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -10.3% | ||
| Q2 24 | -69.6% | 7.6% | ||
| Q1 24 | -117.4% | -11.2% |
每股收益（稀释后）AMBAPACK
| Q4 25 | $-0.35 | $-0.11 | ||
| Q3 25 | $-0.47 | $-0.12 | ||
| Q2 25 | $-0.58 | $-0.09 | ||
| Q1 25 | $-0.48 | $-0.13 | ||
| Q4 24 | $-0.58 | $-0.13 | ||
| Q3 24 | $-0.85 | $-0.10 | ||
| Q2 24 | $-0.93 | $0.07 | ||
| Q1 24 | $-1.51 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $590.1M | $534.9M |
| 总资产 | $751.9M | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资AMBAPACK
| Q4 25 | $174.1M | $63.0M | ||
| Q3 25 | $142.7M | $49.9M | ||
| Q2 25 | $141.3M | $49.2M | ||
| Q1 25 | $144.6M | $65.5M | ||
| Q4 24 | $127.1M | $76.1M | ||
| Q3 24 | $153.9M | $69.5M | ||
| Q2 24 | $131.8M | $65.1M | ||
| Q1 24 | $144.9M | $55.1M |
总债务AMBAPACK
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
股东权益AMBAPACK
| Q4 25 | $590.1M | $534.9M | ||
| Q3 25 | $576.5M | $537.8M | ||
| Q2 25 | $572.7M | $539.0M | ||
| Q1 25 | $561.4M | $544.1M | ||
| Q4 24 | $554.3M | $548.1M | ||
| Q3 24 | $547.6M | $564.3M | ||
| Q2 24 | $555.4M | $566.2M | ||
| Q1 24 | $559.9M | $560.0M |
总资产AMBAPACK
| Q4 25 | $751.9M | $1.1B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $701.9M | $1.1B | ||
| Q1 25 | $689.0M | $1.1B | ||
| Q4 24 | $670.8M | $1.1B | ||
| Q3 24 | $650.3M | $1.1B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.1B |
负债/权益比AMBAPACK
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
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 | $19.5M |
| 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AMBAPACK
| Q4 25 | $34.3M | $19.5M | ||
| Q3 25 | $5.5M | $8.5M | ||
| Q2 25 | $14.8M | $-3.6M | ||
| Q1 25 | $25.4M | $-1.3M | ||
| Q4 24 | $6.6M | $6.5M | ||
| Q3 24 | $16.7M | $10.1M | ||
| Q2 24 | $-15.0M | $19.6M | ||
| Q1 24 | $-4.0M | $5.2M |
自由现金流AMBAPACK
| 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AMBAPACK
| 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AMBAPACK
| 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AMBAPACK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.56× | ||
| 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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
