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安霸（AMBA）与Perimeter Solutions, Inc.（PRM）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Perimeter Solutions, Inc.的1.1倍（$108.5M vs $102.8M），安霸净利率更高（-13.9% vs -136.5%，领先122.5%），安霸同比增速更快（31.2% vs 19.2%），安霸自由现金流更多（$31.4M vs $11.6M），过去两年安霸的营收复合增速更高（45.0% vs 31.9%）
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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
AMBA vs PRM — 直观对比
营收规模更大
AMBA
是对方的1.1倍
$102.8M
营收增速更快
AMBA
高出12.1%
19.2%
净利率更高
AMBA
高出122.5%
-136.5%
自由现金流更多
AMBA
多$19.8M
$11.6M
两年增速更快
AMBA
近两年复合增速
31.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $102.8M |
| 净利润 | $-15.1M | $-140.2M |
| 毛利率 | 59.6% | 45.2% |
| 营业利润率 | -15.0% | -160.7% |
| 净利率 | -13.9% | -136.5% |
| 营收同比 | 31.2% | 19.2% |
| 净利润同比 | 37.2% | -197.3% |
| 每股收益（稀释后） | $-0.35 | $-0.89 |
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AMBAPRM
| Q4 25 | $108.5M | $102.8M | ||
| Q3 25 | $95.5M | $315.4M | ||
| Q2 25 | $85.9M | $162.6M | ||
| Q1 25 | $84.0M | $72.0M | ||
| Q4 24 | $82.7M | $86.2M | ||
| Q3 24 | $63.7M | $288.4M | ||
| Q2 24 | $54.5M | $127.3M | ||
| Q1 24 | $51.6M | $59.0M |
净利润AMBAPRM
| Q4 25 | $-15.1M | $-140.2M | ||
| Q3 25 | $-20.0M | $-90.7M | ||
| Q2 25 | $-24.3M | $-32.2M | ||
| Q1 25 | $-20.2M | $56.7M | ||
| Q4 24 | $-24.1M | $144.2M | ||
| Q3 24 | $-34.9M | $-89.2M | ||
| Q2 24 | $-37.9M | $21.6M | ||
| Q1 24 | $-60.6M | $-82.6M |
毛利率AMBAPRM
| Q4 25 | 59.6% | 45.2% | ||
| Q3 25 | 58.9% | 63.1% | ||
| Q2 25 | 60.0% | 62.4% | ||
| Q1 25 | 60.0% | 39.1% | ||
| Q4 24 | 60.6% | 48.6% | ||
| Q3 24 | 60.8% | 62.8% | ||
| Q2 24 | 60.9% | 57.6% | ||
| Q1 24 | 59.8% | 35.1% |
营业利润率AMBAPRM
| Q4 25 | -15.0% | -160.7% | ||
| Q3 25 | -23.0% | -27.7% | ||
| Q2 25 | -30.1% | -16.1% | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | 71.1% | ||
| Q3 24 | -56.9% | -12.2% | ||
| Q2 24 | -72.4% | 35.4% | ||
| Q1 24 | -80.8% | -126.8% |
净利率AMBAPRM
| Q4 25 | -13.9% | -136.5% | ||
| Q3 25 | -20.9% | -28.7% | ||
| Q2 25 | -28.3% | -19.8% | ||
| Q1 25 | -24.1% | 78.7% | ||
| Q4 24 | -29.1% | 167.2% | ||
| Q3 24 | -54.8% | -30.9% | ||
| Q2 24 | -69.6% | 17.0% | ||
| Q1 24 | -117.4% | -139.8% |
每股收益（稀释后）AMBAPRM
| Q4 25 | $-0.35 | $-0.89 | ||
| Q3 25 | $-0.47 | $-0.62 | ||
| Q2 25 | $-0.58 | $-0.22 | ||
| Q1 25 | $-0.48 | $0.36 | ||
| Q4 24 | $-0.58 | $1.00 | ||
| Q3 24 | $-0.85 | $-0.61 | ||
| Q2 24 | $-0.93 | $0.14 | ||
| Q1 24 | $-1.51 | $-0.57 |
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 | $325.9M |
| 总债务越低越好 | — | $669.1M |
| 股东权益账面价值 | $590.1M | $1.1B |
| 总资产 | $751.9M | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AMBAPRM
| Q4 25 | $174.1M | $325.9M | ||
| Q3 25 | $142.7M | $340.6M | ||
| Q2 25 | $141.3M | $140.7M | ||
| Q1 25 | $144.6M | $200.1M | ||
| Q4 24 | $127.1M | $198.5M | ||
| Q3 24 | $153.9M | $223.1M | ||
| Q2 24 | $131.8M | $43.2M | ||
| Q1 24 | $144.9M | $38.7M |
总债务AMBAPRM
| Q4 25 | — | $669.1M | ||
| Q3 25 | — | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | — | $668.1M | ||
| Q4 24 | — | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M | ||
| Q1 24 | — | $666.8M |
股东权益AMBAPRM
| Q4 25 | $590.1M | $1.1B | ||
| Q3 25 | $576.5M | $1.1B | ||
| Q2 25 | $572.7M | $1.2B | ||
| Q1 25 | $561.4M | $1.2B | ||
| Q4 24 | $554.3M | $1.2B | ||
| Q3 24 | $547.6M | $1.0B | ||
| Q2 24 | $555.4M | $1.1B | ||
| Q1 24 | $559.9M | $1.1B |
总资产AMBAPRM
| Q4 25 | $751.9M | $2.7B | ||
| Q3 25 | $706.4M | $2.6B | ||
| Q2 25 | $701.9M | $2.5B | ||
| Q1 25 | $689.0M | $2.4B | ||
| Q4 24 | $670.8M | $2.4B | ||
| Q3 24 | $650.3M | $2.5B | ||
| Q2 24 | $638.7M | $2.3B | ||
| Q1 24 | $657.7M | $2.3B |
负债/权益比AMBAPRM
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.63× |
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 | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $11.6M |
| 自由现金流率自由现金流/营收 | 29.0% | 11.3% |
| 资本支出强度资本支出/营收 | 2.7% | 6.8% |
| 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 | $208.6M |
8季度趋势，按日历期对齐
经营现金流AMBAPRM
| Q4 25 | $34.3M | $18.6M | ||
| Q3 25 | $5.5M | $198.7M | ||
| Q2 25 | $14.8M | $-2.9M | ||
| Q1 25 | $25.4M | $23.7M | ||
| Q4 24 | $6.6M | $-6.0M | ||
| Q3 24 | $16.7M | $183.0M | ||
| Q2 24 | $-15.0M | $8.6M | ||
| Q1 24 | $-4.0M | $2.8M |
自由现金流AMBAPRM
| Q4 25 | $31.4M | $11.6M | ||
| Q3 25 | $1.4M | $193.6M | ||
| Q2 25 | $10.2M | $-15.6M | ||
| Q1 25 | $21.2M | $18.9M | ||
| Q4 24 | $4.1M | $-12.4M | ||
| Q3 24 | $14.2M | $179.1M | ||
| Q2 24 | $-16.1M | $5.0M | ||
| Q1 24 | $-6.0M | $1.2M |
自由现金流率AMBAPRM
| Q4 25 | 29.0% | 11.3% | ||
| Q3 25 | 1.4% | 61.4% | ||
| Q2 25 | 11.9% | -9.6% | ||
| Q1 25 | 25.3% | 26.3% | ||
| Q4 24 | 5.0% | -14.4% | ||
| Q3 24 | 22.2% | 62.1% | ||
| Q2 24 | -29.5% | 3.9% | ||
| Q1 24 | -11.6% | 2.1% |
资本支出强度AMBAPRM
| Q4 25 | 2.7% | 6.8% | ||
| Q3 25 | 4.3% | 1.6% | ||
| Q2 25 | 5.3% | 7.8% | ||
| Q1 25 | 5.0% | 6.7% | ||
| Q4 24 | 3.0% | 7.5% | ||
| Q3 24 | 4.0% | 1.3% | ||
| Q2 24 | 2.1% | 2.9% | ||
| Q1 24 | 3.7% | 2.6% |
现金转化率AMBAPRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | -0.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.40× | ||
| 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% |
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
