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安霸（AMBA）与Planet Labs PBC（PL）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Planet Labs PBC的1.3倍（$108.5M vs $81.3M），安霸净利率更高（-13.9% vs -72.8%，领先58.9%），Planet Labs PBC同比增速更快（32.6% vs 31.2%），安霸自由现金流更多（$31.4M vs $1.9M），过去两年安霸的营收复合增速更高（45.0% vs 17.5%）
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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
AMBA vs PL — 直观对比
营收规模更大
AMBA
是对方的1.3倍
$81.3M
营收增速更快
PL
高出1.4%
31.2%
净利率更高
AMBA
高出58.9%
-72.8%
自由现金流更多
AMBA
多$29.5M
$1.9M
两年增速更快
AMBA
近两年复合增速
17.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $81.3M |
| 净利润 | $-15.1M | $-59.2M |
| 毛利率 | 59.6% | 57.3% |
| 营业利润率 | -15.0% | -22.6% |
| 净利率 | -13.9% | -72.8% |
| 营收同比 | 31.2% | 32.6% |
| 净利润同比 | 37.2% | -194.7% |
| 每股收益（稀释后） | $-0.35 | $-0.19 |
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AMBAPL
| Q4 25 | $108.5M | $81.3M | ||
| Q3 25 | $95.5M | $73.4M | ||
| Q2 25 | $85.9M | $66.3M | ||
| Q1 25 | $84.0M | $61.6M | ||
| Q4 24 | $82.7M | $61.3M | ||
| Q3 24 | $63.7M | $61.1M | ||
| Q2 24 | $54.5M | $60.4M | ||
| Q1 24 | $51.6M | $58.9M |
净利润AMBAPL
| Q4 25 | $-15.1M | $-59.2M | ||
| Q3 25 | $-20.0M | $-22.6M | ||
| Q2 25 | $-24.3M | $-12.6M | ||
| Q1 25 | $-20.2M | $-35.2M | ||
| Q4 24 | $-24.1M | $-20.1M | ||
| Q3 24 | $-34.9M | $-38.7M | ||
| Q2 24 | $-37.9M | $-29.3M | ||
| Q1 24 | $-60.6M | $-30.1M |
毛利率AMBAPL
| Q4 25 | 59.6% | 57.3% | ||
| Q3 25 | 58.9% | 57.6% | ||
| Q2 25 | 60.0% | 55.2% | ||
| Q1 25 | 60.0% | 62.1% | ||
| Q4 24 | 60.6% | 61.2% | ||
| Q3 24 | 60.8% | 52.9% | ||
| Q2 24 | 60.9% | 52.4% | ||
| Q1 24 | 59.8% | 55.2% |
营业利润率AMBAPL
| Q4 25 | -15.0% | -22.6% | ||
| Q3 25 | -23.0% | -24.5% | ||
| Q2 25 | -30.1% | -34.4% | ||
| Q1 25 | -30.2% | -31.5% | ||
| Q4 24 | -30.9% | -36.9% | ||
| Q3 24 | -56.9% | -64.8% | ||
| Q2 24 | -72.4% | -57.2% | ||
| Q1 24 | -80.8% | -57.6% |
净利率AMBAPL
| Q4 25 | -13.9% | -72.8% | ||
| Q3 25 | -20.9% | -30.8% | ||
| Q2 25 | -28.3% | -19.1% | ||
| Q1 25 | -24.1% | -57.1% | ||
| Q4 24 | -29.1% | -32.8% | ||
| Q3 24 | -54.8% | -63.3% | ||
| Q2 24 | -69.6% | -48.5% | ||
| Q1 24 | -117.4% | -51.1% |
每股收益（稀释后）AMBAPL
| Q4 25 | $-0.35 | $-0.19 | ||
| Q3 25 | $-0.47 | $-0.07 | ||
| Q2 25 | $-0.58 | $-0.04 | ||
| Q1 25 | $-0.48 | $-0.12 | ||
| Q4 24 | $-0.58 | $-0.07 | ||
| Q3 24 | $-0.85 | $-0.13 | ||
| Q2 24 | $-0.93 | $-0.10 | ||
| 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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $349.6M |
| 总资产 | $751.9M | $1.1B |
| 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AMBAPL
| Q4 25 | $174.1M | $443.3M | ||
| Q3 25 | $142.7M | $181.1M | ||
| Q2 25 | $141.3M | $133.5M | ||
| Q1 25 | $144.6M | $118.0M | ||
| Q4 24 | $127.1M | $139.0M | ||
| Q3 24 | $153.9M | $148.3M | ||
| Q2 24 | $131.8M | $107.4M | ||
| Q1 24 | $144.9M | $83.9M |
股东权益AMBAPL
| Q4 25 | $590.1M | $349.6M | ||
| Q3 25 | $576.5M | $435.7M | ||
| Q2 25 | $572.7M | $444.8M | ||
| Q1 25 | $561.4M | $441.3M | ||
| Q4 24 | $554.3M | $464.6M | ||
| Q3 24 | $547.6M | $473.2M | ||
| Q2 24 | $555.4M | $500.3M | ||
| Q1 24 | $559.9M | $518.0M |
总资产AMBAPL
| Q4 25 | $751.9M | $1.1B | ||
| Q3 25 | $706.4M | $696.4M | ||
| Q2 25 | $701.9M | $658.4M | ||
| Q1 25 | $689.0M | $633.8M | ||
| Q4 24 | $670.8M | $630.8M | ||
| Q3 24 | $650.3M | $658.4M | ||
| Q2 24 | $638.7M | $674.6M | ||
| Q1 24 | $657.7M | $702.0M |
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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $1.9M |
| 自由现金流率自由现金流/营收 | 29.0% | 2.3% |
| 资本支出强度资本支出/营收 | 2.7% | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
经营现金流AMBAPL
| Q4 25 | $34.3M | $28.6M | ||
| Q3 25 | $5.5M | $67.8M | ||
| Q2 25 | $14.8M | $17.3M | ||
| Q1 25 | $25.4M | $-6.3M | ||
| Q4 24 | $6.6M | $4.1M | ||
| Q3 24 | $16.7M | $-7.9M | ||
| Q2 24 | $-15.0M | $-4.3M | ||
| Q1 24 | $-4.0M | $-6.8M |
自由现金流AMBAPL
| Q4 25 | $31.4M | $1.9M | ||
| Q3 25 | $1.4M | $47.5M | ||
| Q2 25 | $10.2M | $9.2M | ||
| Q1 25 | $21.2M | $-17.9M | ||
| Q4 24 | $4.1M | $-3.6M | ||
| Q3 24 | $14.2M | $-23.0M | ||
| Q2 24 | $-16.1M | $-14.2M | ||
| Q1 24 | $-6.0M | $-15.7M |
自由现金流率AMBAPL
| Q4 25 | 29.0% | 2.3% | ||
| Q3 25 | 1.4% | 64.7% | ||
| Q2 25 | 11.9% | 13.9% | ||
| Q1 25 | 25.3% | -29.1% | ||
| Q4 24 | 5.0% | -5.8% | ||
| Q3 24 | 22.2% | -37.6% | ||
| Q2 24 | -29.5% | -23.6% | ||
| Q1 24 | -11.6% | -26.7% |
资本支出强度AMBAPL
| Q4 25 | 2.7% | 32.9% | ||
| Q3 25 | 4.3% | 27.6% | ||
| Q2 25 | 5.3% | 12.3% | ||
| Q1 25 | 5.0% | 18.9% | ||
| Q4 24 | 3.0% | 12.5% | ||
| Q3 24 | 4.0% | 24.8% | ||
| Q2 24 | 2.1% | 16.4% | ||
| Q1 24 | 3.7% | 15.1% |
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% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
