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安霸（AMBA）与Proto Labs Inc（PRLB）财务数据对比。点击上方公司名可切换其他公司
Proto Labs Inc的季度营收约是安霸的1.3倍（$136.5M vs $108.5M），安霸同比增速更快（31.2% vs 12.1%），安霸自由现金流更多（$31.4M vs $8.4M），过去两年安霸的营收复合增速更高（45.0% vs 3.3%）
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。
Proto Labs是一家提供快速制造服务的企业，可通过3D打印、CNC加工、钣金加工以及注塑成型工艺，为客户生产用于原型制作和量产的定制零部件，产品广泛应用于医疗设备、航空航天、电子、家电、汽车、消费品等多个领域，公司总部位于美国明尼苏达州，在美国多地设有生产基地。
AMBA vs PRLB — 直观对比
营收规模更大
PRLB
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出19.1%
12.1%
自由现金流更多
AMBA
多$23.0M
$8.4M
两年增速更快
AMBA
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $136.5M |
| 净利润 | $-15.1M | — |
| 毛利率 | 59.6% | 44.2% |
| 营业利润率 | -15.0% | 5.0% |
| 净利率 | -13.9% | — |
| 营收同比 | 31.2% | 12.1% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $0.25 |
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AMBAPRLB
| Q4 25 | $108.5M | $136.5M | ||
| Q3 25 | $95.5M | $135.4M | ||
| Q2 25 | $85.9M | $135.1M | ||
| Q1 25 | $84.0M | $126.2M | ||
| Q4 24 | $82.7M | $121.8M | ||
| Q3 24 | $63.7M | $125.6M | ||
| Q2 24 | $54.5M | $125.6M | ||
| Q1 24 | $51.6M | $127.9M |
净利润AMBAPRLB
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $7.2M | ||
| Q2 25 | $-24.3M | $4.4M | ||
| Q1 25 | $-20.2M | $3.6M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $7.2M | ||
| Q2 24 | $-37.9M | $4.5M | ||
| Q1 24 | $-60.6M | $5.3M |
毛利率AMBAPRLB
| Q4 25 | 59.6% | 44.2% | ||
| Q3 25 | 58.9% | 45.3% | ||
| Q2 25 | 60.0% | 44.3% | ||
| Q1 25 | 60.0% | 44.1% | ||
| Q4 24 | 60.6% | 42.7% | ||
| Q3 24 | 60.8% | 45.6% | ||
| Q2 24 | 60.9% | 45.0% | ||
| Q1 24 | 59.8% | 44.9% |
营业利润率AMBAPRLB
| Q4 25 | -15.0% | 5.0% | ||
| Q3 25 | -23.0% | 6.5% | ||
| Q2 25 | -30.1% | 3.7% | ||
| Q1 25 | -30.2% | 3.6% | ||
| Q4 24 | -30.9% | -1.2% | ||
| Q3 24 | -56.9% | 6.8% | ||
| Q2 24 | -72.4% | 4.8% | ||
| Q1 24 | -80.8% | 5.3% |
净利率AMBAPRLB
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 5.3% | ||
| Q2 25 | -28.3% | 3.3% | ||
| Q1 25 | -24.1% | 2.9% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 5.7% | ||
| Q2 24 | -69.6% | 3.6% | ||
| Q1 24 | -117.4% | 4.1% |
每股收益（稀释后）AMBAPRLB
| Q4 25 | $-0.35 | $0.25 | ||
| Q3 25 | $-0.47 | $0.30 | ||
| Q2 25 | $-0.58 | $0.18 | ||
| Q1 25 | $-0.48 | $0.15 | ||
| Q4 24 | $-0.58 | $-0.01 | ||
| Q3 24 | $-0.85 | $0.29 | ||
| Q2 24 | $-0.93 | $0.18 | ||
| Q1 24 | $-1.51 | $0.20 |
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 | $128.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $673.9M |
| 总资产 | $751.9M | $763.4M |
| 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AMBAPRLB
| Q4 25 | $174.1M | $128.1M | ||
| Q3 25 | $142.7M | $119.2M | ||
| Q2 25 | $141.3M | $103.2M | ||
| Q1 25 | $144.6M | $96.8M | ||
| Q4 24 | $127.1M | $103.1M | ||
| Q3 24 | $153.9M | $100.5M | ||
| Q2 24 | $131.8M | $112.9M | ||
| Q1 24 | $144.9M | $109.7M |
股东权益AMBAPRLB
| Q4 25 | $590.1M | $673.9M | ||
| Q3 25 | $576.5M | $664.7M | ||
| Q2 25 | $572.7M | $664.7M | ||
| Q1 25 | $561.4M | $656.8M | ||
| Q4 24 | $554.3M | $670.2M | ||
| Q3 24 | $547.6M | $680.0M | ||
| Q2 24 | $555.4M | $685.2M | ||
| Q1 24 | $559.9M | $687.3M |
总资产AMBAPRLB
| Q4 25 | $751.9M | $763.4M | ||
| Q3 25 | $706.4M | $756.9M | ||
| Q2 25 | $701.9M | $743.3M | ||
| Q1 25 | $689.0M | $737.5M | ||
| Q4 24 | $670.8M | $743.5M | ||
| Q3 24 | $650.3M | $753.8M | ||
| Q2 24 | $638.7M | $758.2M | ||
| Q1 24 | $657.7M | $769.8M |
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 | $16.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $8.4M |
| 自由现金流率自由现金流/营收 | 29.0% | 6.2% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $64.3M | $59.7M |
8季度趋势，按日历期对齐
经营现金流AMBAPRLB
| Q4 25 | $34.3M | $16.5M | ||
| Q3 25 | $5.5M | $29.1M | ||
| Q2 25 | $14.8M | $10.6M | ||
| Q1 25 | $25.4M | $18.4M | ||
| Q4 24 | $6.6M | $17.3M | ||
| Q3 24 | $16.7M | $24.8M | ||
| Q2 24 | $-15.0M | $14.4M | ||
| Q1 24 | $-4.0M | $21.3M |
自由现金流AMBAPRLB
| Q4 25 | $31.4M | $8.4M | ||
| Q3 25 | $1.4M | $25.0M | ||
| Q2 25 | $10.2M | $9.1M | ||
| Q1 25 | $21.2M | $17.1M | ||
| Q4 24 | $4.1M | $16.5M | ||
| Q3 24 | $14.2M | $23.2M | ||
| Q2 24 | $-16.1M | $10.2M | ||
| Q1 24 | $-6.0M | $18.8M |
自由现金流率AMBAPRLB
| Q4 25 | 29.0% | 6.2% | ||
| Q3 25 | 1.4% | 18.5% | ||
| Q2 25 | 11.9% | 6.7% | ||
| Q1 25 | 25.3% | 13.6% | ||
| Q4 24 | 5.0% | 13.5% | ||
| Q3 24 | 22.2% | 18.5% | ||
| Q2 24 | -29.5% | 8.2% | ||
| Q1 24 | -11.6% | 14.7% |
资本支出强度AMBAPRLB
| Q4 25 | 2.7% | 5.9% | ||
| Q3 25 | 4.3% | 3.0% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 5.0% | 1.0% | ||
| Q4 24 | 3.0% | 0.7% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 2.1% | 3.3% | ||
| Q1 24 | 3.7% | 2.0% |
现金转化率AMBAPRLB
| Q4 25 | — | — | ||
| Q3 25 | — | 4.03× | ||
| Q2 25 | — | 2.39× | ||
| Q1 25 | — | 5.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.44× | ||
| Q2 24 | — | 3.18× | ||
| Q1 24 | — | 4.05× |
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% |
PRLB
| CNC Machining Firstcut | $65.5M | 48% |
| Injection Molding Protomold | $47.6M | 35% |
| Three D Printing Fineline | $18.8M | 14% |
| Sheet Metal | $4.4M | 3% |
