vs
安霸（AMBA）与CarParts.com, Inc.（PRTS）财务数据对比。点击上方公司名可切换其他公司
CarParts.com, Inc.的季度营收约是安霸的1.1倍（$120.4M vs $108.5M），CarParts.com, Inc.净利率更高（-9.6% vs -13.9%，领先4.3%），安霸同比增速更快（31.2% vs -9.8%），过去两年安霸的营收复合增速更高（45.0% vs -8.6%）
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。
GPC是一家总部位于美国佐治亚州亚特兰大的汽车与工业零部件分销商，1928年由弗雷泽兄弟创立，目前拥有约六万名员工。除美国本土市场外，公司业务还覆盖澳大拉西亚、比利时、加拿大、法国、德国、墨西哥、荷兰、波兰及英国，旗下拥有知名汽车零部件零售商NAPA Auto Parts和工业零部件分销商Motion。
AMBA vs PRTS — 直观对比
营收规模更大
PRTS
是对方的1.1倍
$108.5M
营收增速更快
AMBA
高出41.0%
-9.8%
净利率更高
PRTS
高出4.3%
-13.9%
两年增速更快
AMBA
近两年复合增速
-8.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $120.4M |
| 净利润 | $-15.1M | $-11.6M |
| 毛利率 | 59.6% | 33.2% |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | -9.6% |
| 营收同比 | 31.2% | -9.8% |
| 净利润同比 | 37.2% | 25.0% |
| 每股收益（稀释后） | $-0.35 | $-0.82 |
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AMBAPRTS
| Q4 25 | $108.5M | $120.4M | ||
| Q3 25 | $95.5M | $127.8M | ||
| Q2 25 | $85.9M | $151.9M | ||
| Q1 25 | $84.0M | $147.4M | ||
| Q4 24 | $82.7M | $133.5M | ||
| Q3 24 | $63.7M | $144.8M | ||
| Q2 24 | $54.5M | $144.3M | ||
| Q1 24 | $51.6M | — |
净利润AMBAPRTS
| Q4 25 | $-15.1M | $-11.6M | ||
| Q3 25 | $-20.0M | $-10.9M | ||
| Q2 25 | $-24.3M | $-12.7M | ||
| Q1 25 | $-20.2M | $-15.3M | ||
| Q4 24 | $-24.1M | $-15.4M | ||
| Q3 24 | $-34.9M | $-10.0M | ||
| Q2 24 | $-37.9M | $-8.7M | ||
| Q1 24 | $-60.6M | — |
毛利率AMBAPRTS
| Q4 25 | 59.6% | 33.2% | ||
| Q3 25 | 58.9% | 33.1% | ||
| Q2 25 | 60.0% | 32.8% | ||
| Q1 25 | 60.0% | 32.1% | ||
| Q4 24 | 60.6% | 32.5% | ||
| Q3 24 | 60.8% | 35.2% | ||
| Q2 24 | 60.9% | 33.5% | ||
| Q1 24 | 59.8% | — |
营业利润率AMBAPRTS
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -7.9% | ||
| Q2 25 | -30.1% | -8.2% | ||
| Q1 25 | -30.2% | -10.3% | ||
| Q4 24 | -30.9% | -11.6% | ||
| Q3 24 | -56.9% | -6.9% | ||
| Q2 24 | -72.4% | -6.0% | ||
| Q1 24 | -80.8% | — |
净利率AMBAPRTS
| Q4 25 | -13.9% | -9.6% | ||
| Q3 25 | -20.9% | -8.5% | ||
| Q2 25 | -28.3% | -8.4% | ||
| Q1 25 | -24.1% | -10.4% | ||
| Q4 24 | -29.1% | -11.5% | ||
| Q3 24 | -54.8% | -6.9% | ||
| Q2 24 | -69.6% | -6.0% | ||
| Q1 24 | -117.4% | — |
每股收益（稀释后）AMBAPRTS
| Q4 25 | $-0.35 | $-0.82 | ||
| Q3 25 | $-0.47 | $-0.19 | ||
| Q2 25 | $-0.58 | $-0.23 | ||
| Q1 25 | $-0.48 | $-0.27 | ||
| Q4 24 | $-0.58 | $-0.28 | ||
| Q3 24 | $-0.85 | $-0.17 | ||
| Q2 24 | $-0.93 | $-0.15 | ||
| Q1 24 | $-1.51 | — |
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 | $25.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $53.5M |
| 总资产 | $751.9M | $184.9M |
| 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AMBAPRTS
| Q4 25 | $174.1M | $25.8M | ||
| 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 | — |
股东权益AMBAPRTS
| Q4 25 | $590.1M | $53.5M | ||
| Q3 25 | $576.5M | $64.2M | ||
| Q2 25 | $572.7M | $62.4M | ||
| Q1 25 | $561.4M | $72.8M | ||
| Q4 24 | $554.3M | $85.2M | ||
| Q3 24 | $547.6M | $97.2M | ||
| Q2 24 | $555.4M | $103.9M | ||
| Q1 24 | $559.9M | — |
总资产AMBAPRTS
| Q4 25 | $751.9M | $184.9M | ||
| Q3 25 | $706.4M | $200.3M | ||
| Q2 25 | $701.9M | $189.6M | ||
| Q1 25 | $689.0M | $216.5M | ||
| Q4 24 | $670.8M | $210.6M | ||
| Q3 24 | $650.3M | $227.6M | ||
| Q2 24 | $638.7M | $238.0M | ||
| Q1 24 | $657.7M | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMBAPRTS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $-6.4M | ||
| Q2 25 | $14.8M | $-25.6M | ||
| Q1 25 | $25.4M | $5.5M | ||
| Q4 24 | $6.6M | $1.8M | ||
| Q3 24 | $16.7M | $8.5M | ||
| Q2 24 | $-15.0M | $-3.6M | ||
| Q1 24 | $-4.0M | — |
自由现金流AMBAPRTS
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $-8.3M | ||
| Q2 25 | $10.2M | $-27.9M | ||
| Q1 25 | $21.2M | $3.4M | ||
| Q4 24 | $4.1M | $-631.0K | ||
| Q3 24 | $14.2M | $4.9M | ||
| Q2 24 | $-16.1M | $-10.8M | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBAPRTS
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | -6.5% | ||
| Q2 25 | 11.9% | -18.3% | ||
| Q1 25 | 25.3% | 2.3% | ||
| Q4 24 | 5.0% | -0.5% | ||
| Q3 24 | 22.2% | 3.4% | ||
| Q2 24 | -29.5% | -7.5% | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBAPRTS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 1.5% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 3.0% | 1.8% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 2.1% | 4.9% | ||
| Q1 24 | 3.7% | — |
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% |
PRTS
暂无分部数据
