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安霸（AMBA）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.4倍（$108.5M vs $75.5M），安霸同比增速更快（31.2% vs 27.7%），安霸自由现金流更多（$31.4M vs $14.4M），过去两年安霸的营收复合增速更高（45.0% vs 31.3%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
AMBA vs PBYI — 直观对比
营收规模更大
AMBA
是对方的1.4倍
$75.5M
营收增速更快
AMBA
高出3.5%
27.7%
自由现金流更多
AMBA
多$17.0M
$14.4M
两年增速更快
AMBA
近两年复合增速
31.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $75.5M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | 69.3% |
| 营业利润率 | -15.0% | 22.7% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 27.7% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.26 |
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AMBAPBYI
| Q4 25 | $108.5M | $75.5M | ||
| Q3 25 | $95.5M | $54.5M | ||
| Q2 25 | $85.9M | $52.4M | ||
| Q1 25 | $84.0M | $46.0M | ||
| Q4 24 | $82.7M | $59.1M | ||
| Q3 24 | $63.7M | $80.5M | ||
| Q2 24 | $54.5M | $47.1M | ||
| Q1 24 | $51.6M | $43.8M |
净利润AMBAPBYI
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $8.8M | ||
| Q2 25 | $-24.3M | $5.9M | ||
| Q1 25 | $-20.2M | $3.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $20.3M | ||
| Q2 24 | $-37.9M | $-4.5M | ||
| Q1 24 | $-60.6M | $-4.8M |
毛利率AMBAPBYI
| Q4 25 | 59.6% | 69.3% | ||
| Q3 25 | 58.9% | 77.7% | ||
| Q2 25 | 60.0% | 76.5% | ||
| Q1 25 | 60.0% | 77.1% | ||
| Q4 24 | 60.6% | 76.4% | ||
| Q3 24 | 60.8% | 63.9% | ||
| Q2 24 | 60.9% | 77.4% | ||
| Q1 24 | 59.8% | 75.5% |
营业利润率AMBAPBYI
| Q4 25 | -15.0% | 22.7% | ||
| Q3 25 | -23.0% | 17.6% | ||
| Q2 25 | -30.1% | 12.7% | ||
| Q1 25 | -30.2% | 8.7% | ||
| Q4 24 | -30.9% | 22.6% | ||
| Q3 24 | -56.9% | 27.4% | ||
| Q2 24 | -72.4% | -4.6% | ||
| Q1 24 | -80.8% | -5.3% |
净利率AMBAPBYI
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 16.2% | ||
| Q2 25 | -28.3% | 11.2% | ||
| Q1 25 | -24.1% | 6.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 25.2% | ||
| Q2 24 | -69.6% | -9.6% | ||
| Q1 24 | -117.4% | -11.0% |
每股收益（稀释后）AMBAPBYI
| Q4 25 | $-0.35 | $0.26 | ||
| Q3 25 | $-0.47 | $0.17 | ||
| Q2 25 | $-0.58 | $0.12 | ||
| Q1 25 | $-0.48 | $0.06 | ||
| Q4 24 | $-0.58 | $0.40 | ||
| Q3 24 | $-0.85 | $0.41 | ||
| Q2 24 | $-0.93 | $-0.09 | ||
| 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 | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $590.1M | $130.3M |
| 总资产 | $751.9M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMBAPBYI
| Q4 25 | $174.1M | $97.5M | ||
| Q3 25 | $142.7M | $94.4M | ||
| Q2 25 | $141.3M | $96.0M | ||
| Q1 25 | $144.6M | $93.2M | ||
| Q4 24 | $127.1M | $101.0M | ||
| Q3 24 | $153.9M | $96.7M | ||
| Q2 24 | $131.8M | $96.8M | ||
| Q1 24 | $144.9M | $107.2M |
总债务AMBAPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益AMBAPBYI
| Q4 25 | $590.1M | $130.3M | ||
| Q3 25 | $576.5M | $115.3M | ||
| Q2 25 | $572.7M | $104.7M | ||
| Q1 25 | $561.4M | $97.1M | ||
| Q4 24 | $554.3M | $92.1M | ||
| Q3 24 | $547.6M | $71.1M | ||
| Q2 24 | $555.4M | $48.5M | ||
| Q1 24 | $559.9M | $51.0M |
总资产AMBAPBYI
| Q4 25 | $751.9M | $216.3M | ||
| Q3 25 | $706.4M | $202.9M | ||
| Q2 25 | $701.9M | $194.9M | ||
| Q1 25 | $689.0M | $196.2M | ||
| Q4 24 | $670.8M | $213.3M | ||
| Q3 24 | $650.3M | $220.7M | ||
| Q2 24 | $638.7M | $205.0M | ||
| Q1 24 | $657.7M | $214.1M |
负债/权益比AMBAPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $14.4M |
| 自由现金流率自由现金流/营收 | 29.0% | 19.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流AMBAPBYI
| Q4 25 | $34.3M | $14.4M | ||
| Q3 25 | $5.5M | $9.7M | ||
| Q2 25 | $14.8M | $14.1M | ||
| Q1 25 | $25.4M | $3.6M | ||
| Q4 24 | $6.6M | $15.6M | ||
| Q3 24 | $16.7M | $11.0M | ||
| Q2 24 | $-15.0M | $1.0M | ||
| Q1 24 | $-4.0M | $11.2M |
自由现金流AMBAPBYI
| Q4 25 | $31.4M | $14.4M | ||
| Q3 25 | $1.4M | $9.7M | ||
| Q2 25 | $10.2M | $14.1M | ||
| Q1 25 | $21.2M | $3.6M | ||
| Q4 24 | $4.1M | $15.6M | ||
| Q3 24 | $14.2M | $11.0M | ||
| Q2 24 | $-16.1M | $1.0M | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBAPBYI
| Q4 25 | 29.0% | 19.1% | ||
| Q3 25 | 1.4% | 17.7% | ||
| Q2 25 | 11.9% | 26.8% | ||
| Q1 25 | 25.3% | 7.7% | ||
| Q4 24 | 5.0% | 26.4% | ||
| Q3 24 | 22.2% | 13.7% | ||
| Q2 24 | -29.5% | 2.1% | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBAPBYI
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.0% |
现金转化率AMBAPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| 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% |
PBYI
暂无分部数据
