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安霸（AMBA）与高通（QCOM）财务数据对比。点击上方公司名可切换其他公司
高通的季度营收约是安霸的97.7倍（$10.6B vs $108.5M），高通净利率更高（69.5% vs -13.9%，领先83.5%），安霸同比增速更快（31.2% vs -3.5%），过去两年安霸的营收复合增速更高（45.0% vs 6.2%）
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。
高通是总部位于美国加利福尼亚州圣迭戈、在特拉华州注册的跨国企业，主营无线技术相关的半导体、软件及服务业务，持有5G、4G、CDMA2000、TD-SCDMA、WCDMA等移动通信标准的核心专利，是全球无线通信领域的核心供应商。
AMBA vs QCOM — 直观对比
营收规模更大
QCOM
是对方的97.7倍
$108.5M
营收增速更快
AMBA
高出34.7%
-3.5%
净利率更高
QCOM
高出83.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
6.2%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $10.6B |
| 净利润 | $-15.1M | $7.4B |
| 毛利率 | 59.6% | 53.8% |
| 营业利润率 | -15.0% | 21.8% |
| 净利率 | -13.9% | 69.5% |
| 营收同比 | 31.2% | -3.5% |
| 净利润同比 | 37.2% | — |
| 每股收益（稀释后） | $-0.35 | $6.88 |
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AMBAQCOM
| Q1 26 | — | $10.6B | ||
| Q4 25 | $108.5M | $12.3B | ||
| Q3 25 | $95.5M | $11.3B | ||
| Q2 25 | $85.9M | $10.4B | ||
| Q1 25 | $84.0M | $11.0B | ||
| Q4 24 | $82.7M | $11.7B | ||
| Q3 24 | $63.7M | $10.2B | ||
| Q2 24 | $54.5M | $9.4B |
净利润AMBAQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | $-15.1M | $3.0B | ||
| Q3 25 | $-20.0M | $-3.1B | ||
| Q2 25 | $-24.3M | $2.7B | ||
| Q1 25 | $-20.2M | $2.8B | ||
| Q4 24 | $-24.1M | $3.2B | ||
| Q3 24 | $-34.9M | $2.9B | ||
| Q2 24 | $-37.9M | $2.1B |
毛利率AMBAQCOM
| Q1 26 | — | 53.8% | ||
| Q4 25 | 59.6% | 54.6% | ||
| Q3 25 | 58.9% | 55.3% | ||
| Q2 25 | 60.0% | 55.6% | ||
| Q1 25 | 60.0% | 55.0% | ||
| Q4 24 | 60.6% | 55.8% | ||
| Q3 24 | 60.8% | 56.4% | ||
| Q2 24 | 60.9% | 55.6% |
营业利润率AMBAQCOM
| Q1 26 | — | 21.8% | ||
| Q4 25 | -15.0% | 27.5% | ||
| Q3 25 | -23.0% | 25.9% | ||
| Q2 25 | -30.1% | 26.6% | ||
| Q1 25 | -30.2% | 28.4% | ||
| Q4 24 | -30.9% | 30.5% | ||
| Q3 24 | -56.9% | 25.2% | ||
| Q2 24 | -72.4% | 23.6% |
净利率AMBAQCOM
| Q1 26 | — | 69.5% | ||
| Q4 25 | -13.9% | 24.5% | ||
| Q3 25 | -20.9% | -27.7% | ||
| Q2 25 | -28.3% | 25.7% | ||
| Q1 25 | -24.1% | 25.6% | ||
| Q4 24 | -29.1% | 27.3% | ||
| Q3 24 | -54.8% | 28.5% | ||
| Q2 24 | -69.6% | 22.7% |
每股收益（稀释后）AMBAQCOM
| Q1 26 | — | $6.88 | ||
| Q4 25 | $-0.35 | $2.78 | ||
| Q3 25 | $-0.47 | $-2.77 | ||
| Q2 25 | $-0.58 | $2.43 | ||
| Q1 25 | $-0.48 | $2.52 | ||
| Q4 24 | $-0.58 | $2.83 | ||
| Q3 24 | $-0.85 | $2.57 | ||
| Q2 24 | $-0.93 | $1.88 |
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 | $5.4B |
| 总债务越低越好 | — | $15.3B |
| 股东权益账面价值 | $590.1M | $27.3B |
| 总资产 | $751.9M | $57.1B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资AMBAQCOM
| Q1 26 | — | $5.4B | ||
| Q4 25 | $174.1M | $11.8B | ||
| Q3 25 | $142.7M | $10.2B | ||
| Q2 25 | $141.3M | $10.0B | ||
| Q1 25 | $144.6M | $13.8B | ||
| Q4 24 | $127.1M | $14.3B | ||
| Q3 24 | $153.9M | $13.3B | ||
| Q2 24 | $131.8M | $13.0B |
总债务AMBAQCOM
| Q1 26 | — | $15.3B | ||
| Q4 25 | — | $14.8B | ||
| Q3 25 | — | $14.8B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $13.3B | ||
| Q4 24 | — | $13.2B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | — | $13.2B |
股东权益AMBAQCOM
| Q1 26 | — | $27.3B | ||
| Q4 25 | $590.1M | $23.1B | ||
| Q3 25 | $576.5M | $21.2B | ||
| Q2 25 | $572.7M | $27.2B | ||
| Q1 25 | $561.4M | $27.7B | ||
| Q4 24 | $554.3M | $26.9B | ||
| Q3 24 | $547.6M | $26.3B | ||
| Q2 24 | $555.4M | $24.7B |
总资产AMBAQCOM
| Q1 26 | — | $57.1B | ||
| Q4 25 | $751.9M | $53.0B | ||
| Q3 25 | $706.4M | $50.1B | ||
| Q2 25 | $701.9M | $54.9B | ||
| Q1 25 | $689.0M | $55.4B | ||
| Q4 24 | $670.8M | $55.6B | ||
| Q3 24 | $650.3M | $55.2B | ||
| Q2 24 | $638.7M | $52.7B |
负债/权益比AMBAQCOM
| Q1 26 | — | 0.56× | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.53× |
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 | $7.4B |
| 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% | 10.2% |
| 现金转化率经营现金流/净利润 | — | 1.01× |
| 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AMBAQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | $34.3M | $5.0B | ||
| Q3 25 | $5.5M | $4.0B | ||
| Q2 25 | $14.8M | $2.9B | ||
| Q1 25 | $25.4M | $2.6B | ||
| Q4 24 | $6.6M | $4.6B | ||
| Q3 24 | $16.7M | $2.6B | ||
| Q2 24 | $-15.0M | $3.1B |
自由现金流AMBAQCOM
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $4.4B | ||
| Q3 25 | $1.4M | $3.6B | ||
| Q2 25 | $10.2M | $2.6B | ||
| Q1 25 | $21.2M | $2.3B | ||
| Q4 24 | $4.1M | $4.3B | ||
| Q3 24 | $14.2M | $2.4B | ||
| Q2 24 | $-16.1M | $2.7B |
自由现金流率AMBAQCOM
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 36.0% | ||
| Q3 25 | 1.4% | 31.8% | ||
| Q2 25 | 11.9% | 24.9% | ||
| Q1 25 | 25.3% | 21.3% | ||
| Q4 24 | 5.0% | 36.9% | ||
| Q3 24 | 22.2% | 23.3% | ||
| Q2 24 | -29.5% | 28.4% |
资本支出强度AMBAQCOM
| Q1 26 | — | 10.2% | ||
| Q4 25 | 2.7% | 4.5% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 5.3% | 2.8% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 2.1% | 4.1% |
现金转化率AMBAQCOM
| Q1 26 | — | 1.01× | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 1.43× |
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% |
QCOM
| Equipment and services | $9.1B | 85% |
| Licensing | $1.5B | 15% |
