vs
安霸（AMBA）与通用动力（PLOW）财务数据对比。点击上方公司名可切换其他公司
通用动力的季度营收约是安霸的1.7倍（$184.5M vs $108.5M），通用动力净利率更高（7.0% vs -13.9%，领先20.9%），安霸同比增速更快（31.2% vs 28.6%），通用动力自由现金流更多（$92.8M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 38.9%）
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。
通用动力公司是总部位于美国弗吉尼亚州雷斯顿的工业与科技企业，核心业务是研发制造各类先进军用装备，产品包括核潜艇、主战坦克、装甲战车等，同时也生产民用湾流公务机，并提供信息技术服务，是美国联邦政府前五大国防承包商之一。
AMBA vs PLOW — 直观对比
营收规模更大
PLOW
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出2.7%
28.6%
净利率更高
PLOW
高出20.9%
-13.9%
自由现金流更多
PLOW
多$61.4M
$31.4M
两年增速更快
AMBA
近两年复合增速
38.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $184.5M |
| 净利润 | $-15.1M | $12.8M |
| 毛利率 | 59.6% | 26.1% |
| 营业利润率 | -15.0% | 10.5% |
| 净利率 | -13.9% | 7.0% |
| 营收同比 | 31.2% | 28.6% |
| 净利润同比 | 37.2% | 62.3% |
| 每股收益（稀释后） | $-0.35 | $0.54 |
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AMBAPLOW
| Q4 25 | $108.5M | $184.5M | ||
| Q3 25 | $95.5M | $162.1M | ||
| Q2 25 | $85.9M | $194.3M | ||
| Q1 25 | $84.0M | $115.1M | ||
| Q4 24 | $82.7M | $143.5M | ||
| Q3 24 | $63.7M | $129.4M | ||
| Q2 24 | $54.5M | $199.9M | ||
| Q1 24 | $51.6M | $95.7M |
净利润AMBAPLOW
| Q4 25 | $-15.1M | $12.8M | ||
| Q3 25 | $-20.0M | $8.0M | ||
| Q2 25 | $-24.3M | $26.0M | ||
| Q1 25 | $-20.2M | $148.0K | ||
| Q4 24 | $-24.1M | $7.9M | ||
| Q3 24 | $-34.9M | $32.3M | ||
| Q2 24 | $-37.9M | $24.3M | ||
| Q1 24 | $-60.6M | $-8.4M |
毛利率AMBAPLOW
| Q4 25 | 59.6% | 26.1% | ||
| Q3 25 | 58.9% | 23.5% | ||
| Q2 25 | 60.0% | 31.0% | ||
| Q1 25 | 60.0% | 24.5% | ||
| Q4 24 | 60.6% | 24.9% | ||
| Q3 24 | 60.8% | 23.9% | ||
| Q2 24 | 60.9% | 30.7% | ||
| Q1 24 | 59.8% | 19.8% |
营业利润率AMBAPLOW
| Q4 25 | -15.0% | 10.5% | ||
| Q3 25 | -23.0% | 8.7% | ||
| Q2 25 | -30.1% | 19.0% | ||
| Q1 25 | -30.2% | 2.8% | ||
| Q4 24 | -30.9% | 9.0% | ||
| Q3 24 | -56.9% | 35.4% | ||
| Q2 24 | -72.4% | 18.2% | ||
| Q1 24 | -80.8% | -6.7% |
净利率AMBAPLOW
| Q4 25 | -13.9% | 7.0% | ||
| Q3 25 | -20.9% | 4.9% | ||
| Q2 25 | -28.3% | 13.4% | ||
| Q1 25 | -24.1% | 0.1% | ||
| Q4 24 | -29.1% | 5.5% | ||
| Q3 24 | -54.8% | 24.9% | ||
| Q2 24 | -69.6% | 12.2% | ||
| Q1 24 | -117.4% | -8.7% |
每股收益（稀释后）AMBAPLOW
| Q4 25 | $-0.35 | $0.54 | ||
| Q3 25 | $-0.47 | $0.33 | ||
| Q2 25 | $-0.58 | $1.09 | ||
| Q1 25 | $-0.48 | $0.00 | ||
| Q4 24 | $-0.58 | $0.35 | ||
| Q3 24 | $-0.85 | $1.36 | ||
| Q2 24 | $-0.93 | $1.02 | ||
| Q1 24 | $-1.51 | $-0.37 |
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 | — |
| 总债务越低越好 | — | $144.0M |
| 股东权益账面价值 | $590.1M | $281.4M |
| 总资产 | $751.9M | $626.7M |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资AMBAPLOW
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
总债务AMBAPLOW
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBAPLOW
| Q4 25 | $590.1M | $281.4M | ||
| Q3 25 | $576.5M | $275.3M | ||
| Q2 25 | $572.7M | $273.3M | ||
| Q1 25 | $561.4M | $258.9M | ||
| Q4 24 | $554.3M | $264.2M | ||
| Q3 24 | $547.6M | $260.8M | ||
| Q2 24 | $555.4M | $236.7M | ||
| Q1 24 | $559.9M | $217.2M |
总资产AMBAPLOW
| Q4 25 | $751.9M | $626.7M | ||
| Q3 25 | $706.4M | $694.9M | ||
| Q2 25 | $701.9M | $671.5M | ||
| Q1 25 | $689.0M | $621.0M | ||
| Q4 24 | $670.8M | $590.0M | ||
| Q3 24 | $650.3M | $665.6M | ||
| Q2 24 | $638.7M | $617.0M | ||
| Q1 24 | $657.7M | $577.1M |
负债/权益比AMBAPLOW
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $95.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $92.8M |
| 自由现金流率自由现金流/营收 | 29.0% | 50.3% |
| 资本支出强度资本支出/营收 | 2.7% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 7.47× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $63.6M |
8季度趋势，按日历期对齐
经营现金流AMBAPLOW
| Q4 25 | $34.3M | $95.9M | ||
| Q3 25 | $5.5M | $-8.5M | ||
| Q2 25 | $14.8M | $-11.4M | ||
| Q1 25 | $25.4M | $-1.3M | ||
| Q4 24 | $6.6M | $74.4M | ||
| Q3 24 | $16.7M | $-14.2M | ||
| Q2 24 | $-15.0M | $2.5M | ||
| Q1 24 | $-4.0M | $-21.6M |
自由现金流AMBAPLOW
| Q4 25 | $31.4M | $92.8M | ||
| Q3 25 | $1.4M | $-11.4M | ||
| Q2 25 | $10.2M | $-14.3M | ||
| Q1 25 | $21.2M | $-3.5M | ||
| Q4 24 | $4.1M | $70.2M | ||
| Q3 24 | $14.2M | $-15.2M | ||
| Q2 24 | $-16.1M | $836.0K | ||
| Q1 24 | $-6.0M | $-22.4M |
自由现金流率AMBAPLOW
| Q4 25 | 29.0% | 50.3% | ||
| Q3 25 | 1.4% | -7.1% | ||
| Q2 25 | 11.9% | -7.4% | ||
| Q1 25 | 25.3% | -3.0% | ||
| Q4 24 | 5.0% | 48.9% | ||
| Q3 24 | 22.2% | -11.8% | ||
| Q2 24 | -29.5% | 0.4% | ||
| Q1 24 | -11.6% | -23.4% |
资本支出强度AMBAPLOW
| Q4 25 | 2.7% | 1.7% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 2.9% | ||
| Q3 24 | 4.0% | 0.8% | ||
| Q2 24 | 2.1% | 0.8% | ||
| Q1 24 | 3.7% | 0.8% |
现金转化率AMBAPLOW
| Q4 25 | — | 7.47× | ||
| Q3 25 | — | -1.07× | ||
| Q2 25 | — | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | — | 9.41× | ||
| Q3 24 | — | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
