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安霸（AMBA）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是安霸的1.6倍（$173.1M vs $108.5M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs -13.9%，领先18.8%），安霸同比增速更快（31.2% vs 3.6%），安霸自由现金流更多（$31.4M vs $11.8M），过去两年安霸的营收复合增速更高（45.0% vs 10.8%）
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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
AMBA vs PLPC — 直观对比
营收规模更大
PLPC
是对方的1.6倍
$108.5M
营收增速更快
AMBA
高出27.6%
3.6%
净利率更高
PLPC
高出18.8%
-13.9%
自由现金流更多
AMBA
多$19.6M
$11.8M
两年增速更快
AMBA
近两年复合增速
10.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $173.1M |
| 净利润 | $-15.1M | $8.4M |
| 毛利率 | 59.6% | 29.8% |
| 营业利润率 | -15.0% | 6.8% |
| 净利率 | -13.9% | 4.9% |
| 营收同比 | 31.2% | 3.6% |
| 净利润同比 | 37.2% | -19.3% |
| 每股收益（稀释后） | $-0.35 | $1.72 |
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AMBAPLPC
| Q4 25 | $108.5M | $173.1M | ||
| Q3 25 | $95.5M | $178.1M | ||
| Q2 25 | $85.9M | $169.6M | ||
| Q1 25 | $84.0M | $148.5M | ||
| Q4 24 | $82.7M | $167.1M | ||
| Q3 24 | $63.7M | $147.0M | ||
| Q2 24 | $54.5M | $138.7M | ||
| Q1 24 | $51.6M | $140.9M |
净利润AMBAPLPC
| Q4 25 | $-15.1M | $8.4M | ||
| Q3 25 | $-20.0M | $2.6M | ||
| Q2 25 | $-24.3M | $12.7M | ||
| Q1 25 | $-20.2M | $11.5M | ||
| Q4 24 | $-24.1M | $10.5M | ||
| Q3 24 | $-34.9M | $7.7M | ||
| Q2 24 | $-37.9M | $9.4M | ||
| Q1 24 | $-60.6M | $9.6M |
毛利率AMBAPLPC
| Q4 25 | 59.6% | 29.8% | ||
| Q3 25 | 58.9% | 29.7% | ||
| Q2 25 | 60.0% | 32.7% | ||
| Q1 25 | 60.0% | 32.8% | ||
| Q4 24 | 60.6% | 33.3% | ||
| Q3 24 | 60.8% | 31.1% | ||
| Q2 24 | 60.9% | 31.9% | ||
| Q1 24 | 59.8% | 31.3% |
营业利润率AMBAPLPC
| Q4 25 | -15.0% | 6.8% | ||
| Q3 25 | -23.0% | 7.4% | ||
| Q2 25 | -30.1% | 10.1% | ||
| Q1 25 | -30.2% | 8.8% | ||
| Q4 24 | -30.9% | 10.5% | ||
| Q3 24 | -56.9% | 7.1% | ||
| Q2 24 | -72.4% | 8.1% | ||
| Q1 24 | -80.8% | 8.2% |
净利率AMBAPLPC
| Q4 25 | -13.9% | 4.9% | ||
| Q3 25 | -20.9% | 1.5% | ||
| Q2 25 | -28.3% | 7.5% | ||
| Q1 25 | -24.1% | 7.8% | ||
| Q4 24 | -29.1% | 6.3% | ||
| Q3 24 | -54.8% | 5.2% | ||
| Q2 24 | -69.6% | 6.8% | ||
| Q1 24 | -117.4% | 6.8% |
每股收益（稀释后）AMBAPLPC
| Q4 25 | $-0.35 | $1.72 | ||
| Q3 25 | $-0.47 | $0.53 | ||
| Q2 25 | $-0.58 | $2.56 | ||
| Q1 25 | $-0.48 | $2.33 | ||
| Q4 24 | $-0.58 | $2.13 | ||
| Q3 24 | $-0.85 | $1.54 | ||
| Q2 24 | $-0.93 | $1.89 | ||
| Q1 24 | $-1.51 | $1.94 |
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 | — | $38.3M |
| 股东权益账面价值 | $590.1M | $475.5M |
| 总资产 | $751.9M | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资AMBAPLPC
| 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AMBAPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益AMBAPLPC
| Q4 25 | $590.1M | $475.5M | ||
| Q3 25 | $576.5M | $466.3M | ||
| Q2 25 | $572.7M | $460.7M | ||
| Q1 25 | $561.4M | $435.8M | ||
| Q4 24 | $554.3M | $422.3M | ||
| Q3 24 | $547.6M | $429.0M | ||
| Q2 24 | $555.4M | $416.2M | ||
| Q1 24 | $559.9M | $413.4M |
总资产AMBAPLPC
| Q4 25 | $751.9M | $653.6M | ||
| Q3 25 | $706.4M | $644.6M | ||
| Q2 25 | $701.9M | $631.5M | ||
| Q1 25 | $689.0M | $592.5M | ||
| Q4 24 | $670.8M | $573.9M | ||
| Q3 24 | $650.3M | $592.0M | ||
| Q2 24 | $638.7M | $572.6M | ||
| Q1 24 | $657.7M | $586.1M |
负债/权益比AMBAPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $11.8M |
| 自由现金流率自由现金流/营收 | 29.0% | 6.8% |
| 资本支出强度资本支出/营收 | 2.7% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $33.3M |
8季度趋势，按日历期对齐
经营现金流AMBAPLPC
| Q4 25 | $34.3M | $21.9M | ||
| Q3 25 | $5.5M | $18.9M | ||
| Q2 25 | $14.8M | $26.9M | ||
| Q1 25 | $25.4M | $5.7M | ||
| Q4 24 | $6.6M | $24.1M | ||
| Q3 24 | $16.7M | $9.4M | ||
| Q2 24 | $-15.0M | $28.3M | ||
| Q1 24 | $-4.0M | $5.8M |
自由现金流AMBAPLPC
| Q4 25 | $31.4M | $11.8M | ||
| Q3 25 | $1.4M | $8.3M | ||
| Q2 25 | $10.2M | $18.6M | ||
| Q1 25 | $21.2M | $-5.3M | ||
| Q4 24 | $4.1M | $20.6M | ||
| Q3 24 | $14.2M | $5.8M | ||
| Q2 24 | $-16.1M | $24.6M | ||
| Q1 24 | $-6.0M | $1.8M |
自由现金流率AMBAPLPC
| Q4 25 | 29.0% | 6.8% | ||
| Q3 25 | 1.4% | 4.7% | ||
| Q2 25 | 11.9% | 10.9% | ||
| Q1 25 | 25.3% | -3.6% | ||
| Q4 24 | 5.0% | 12.3% | ||
| Q3 24 | 22.2% | 3.9% | ||
| Q2 24 | -29.5% | 17.7% | ||
| Q1 24 | -11.6% | 1.3% |
资本支出强度AMBAPLPC
| Q4 25 | 2.7% | 5.9% | ||
| Q3 25 | 4.3% | 6.0% | ||
| Q2 25 | 5.3% | 4.9% | ||
| Q1 25 | 5.0% | 7.4% | ||
| Q4 24 | 3.0% | 2.1% | ||
| Q3 24 | 4.0% | 2.4% | ||
| Q2 24 | 2.1% | 2.7% | ||
| Q1 24 | 3.7% | 2.8% |
现金转化率AMBAPLPC
| Q4 25 | — | 2.60× | ||
| Q3 25 | — | 7.21× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× | ||
| Q1 24 | — | 0.60× |
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% |
PLPC
暂无分部数据
