vs
安霸(AMBA)与REPUBLIC BANCORP INC(RBCAA)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REPUBLIC BANCORP INC的1.2倍($108.5M vs $94.3M),REPUBLIC BANCORP INC净利率更高(24.2% vs -13.9%,领先38.1%),安霸同比增速更快(31.2% vs 5.3%),REPUBLIC BANCORP INC自由现金流更多($161.1M vs $31.4M),过去两年安霸的营收复合增速更高(45.0% vs -11.5%)
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。
肯塔基州共和银行是美国的一家区域性银行控股企业,提供零售及商业银行全品类服务,涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案,主要服务肯塔基州及周边州的个人消费者和中小企业客户。
AMBA vs RBCAA — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$94.3M
营收增速更快
AMBA
高出25.9%
5.3%
净利率更高
RBCAA
高出38.1%
-13.9%
自由现金流更多
RBCAA
多$129.7M
$31.4M
两年增速更快
AMBA
近两年复合增速
-11.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $108.5M | $94.3M |
| 净利润 | $-15.1M | $22.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 29.3% |
| 净利率 | -13.9% | 24.2% |
| 营收同比 | 31.2% | 5.3% |
| 净利润同比 | 37.2% | 20.0% |
| 每股收益(稀释后) | $-0.35 | — |
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
AMBA
RBCAA
| Q4 25 | $108.5M | $94.3M | ||
| Q3 25 | $95.5M | $93.5M | ||
| Q2 25 | $85.9M | $93.8M | ||
| Q1 25 | $84.0M | $135.8M | ||
| Q4 24 | $82.7M | $89.5M | ||
| Q3 24 | $63.7M | $88.1M | ||
| Q2 24 | $54.5M | $86.9M | ||
| Q1 24 | $51.6M | $120.3M |
净利润
AMBA
RBCAA
| Q4 25 | $-15.1M | $22.8M | ||
| Q3 25 | $-20.0M | $29.7M | ||
| Q2 25 | $-24.3M | $31.5M | ||
| Q1 25 | $-20.2M | $47.3M | ||
| Q4 24 | $-24.1M | $19.0M | ||
| Q3 24 | $-34.9M | $26.5M | ||
| Q2 24 | $-37.9M | $25.2M | ||
| Q1 24 | $-60.6M | $30.6M |
毛利率
AMBA
RBCAA
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
营业利润率
AMBA
RBCAA
| Q4 25 | -15.0% | 29.3% | ||
| Q3 25 | -23.0% | 40.4% | ||
| Q2 25 | -30.1% | 43.0% | ||
| Q1 25 | -30.2% | 44.1% | ||
| Q4 24 | -30.9% | 25.8% | ||
| Q3 24 | -56.9% | 38.4% | ||
| Q2 24 | -72.4% | 37.0% | ||
| Q1 24 | -80.8% | 32.2% |
净利率
AMBA
RBCAA
| Q4 25 | -13.9% | 24.2% | ||
| Q3 25 | -20.9% | 31.8% | ||
| Q2 25 | -28.3% | 33.5% | ||
| Q1 25 | -24.1% | 34.8% | ||
| Q4 24 | -29.1% | 21.2% | ||
| Q3 24 | -54.8% | 30.1% | ||
| Q2 24 | -69.6% | 29.0% | ||
| Q1 24 | -117.4% | 25.4% |
每股收益(稀释后)
AMBA
RBCAA
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| 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 | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $1.1B |
| 总资产 | $751.9M | $7.0B |
| 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
AMBA
RBCAA
| Q4 25 | $174.1M | $220.0M | ||
| Q3 25 | $142.7M | $484.2M | ||
| Q2 25 | $141.3M | $484.8M | ||
| Q1 25 | $144.6M | $793.0M | ||
| Q4 24 | $127.1M | $432.2M | ||
| Q3 24 | $153.9M | $530.9M | ||
| Q2 24 | $131.8M | $400.1M | ||
| Q1 24 | $144.9M | $546.4M |
股东权益
AMBA
RBCAA
| Q4 25 | $590.1M | $1.1B | ||
| Q3 25 | $576.5M | $1.1B | ||
| Q2 25 | $572.7M | $1.1B | ||
| Q1 25 | $561.4M | $1.0B | ||
| Q4 24 | $554.3M | $992.0M | ||
| Q3 24 | $547.6M | $979.7M | ||
| Q2 24 | $555.4M | $955.4M | ||
| Q1 24 | $559.9M | $935.6M |
总资产
AMBA
RBCAA
| Q4 25 | $751.9M | $7.0B | ||
| Q3 25 | $706.4M | $7.0B | ||
| Q2 25 | $701.9M | $7.0B | ||
| Q1 25 | $689.0M | $7.1B | ||
| Q4 24 | $670.8M | $6.8B | ||
| Q3 24 | $650.3M | $6.7B | ||
| Q2 24 | $638.7M | $6.6B | ||
| Q1 24 | $657.7M | $6.9B |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $161.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 170.9% |
| 资本支出强度资本支出/营收 | 2.7% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $288.6M |
8季度趋势,按日历期对齐
经营现金流
AMBA
RBCAA
| Q4 25 | $34.3M | $168.2M | ||
| Q3 25 | $5.5M | $33.3M | ||
| Q2 25 | $14.8M | $8.4M | ||
| Q1 25 | $25.4M | $93.2M | ||
| Q4 24 | $6.6M | $149.0M | ||
| Q3 24 | $16.7M | $51.3M | ||
| Q2 24 | $-15.0M | $4.0M | ||
| Q1 24 | $-4.0M | $71.2M |
自由现金流
AMBA
RBCAA
| Q4 25 | $31.4M | $161.1M | ||
| Q3 25 | $1.4M | $30.8M | ||
| Q2 25 | $10.2M | $5.2M | ||
| Q1 25 | $21.2M | $91.6M | ||
| Q4 24 | $4.1M | $143.2M | ||
| Q3 24 | $14.2M | $49.8M | ||
| Q2 24 | $-16.1M | $2.7M | ||
| Q1 24 | $-6.0M | $69.1M |
自由现金流率
AMBA
RBCAA
| Q4 25 | 29.0% | 170.9% | ||
| Q3 25 | 1.4% | 32.9% | ||
| Q2 25 | 11.9% | 5.5% | ||
| Q1 25 | 25.3% | 67.4% | ||
| Q4 24 | 5.0% | 160.0% | ||
| Q3 24 | 22.2% | 56.5% | ||
| Q2 24 | -29.5% | 3.1% | ||
| Q1 24 | -11.6% | 57.5% |
资本支出强度
AMBA
RBCAA
| Q4 25 | 2.7% | 7.5% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 5.0% | 1.2% | ||
| Q4 24 | 3.0% | 6.5% | ||
| Q3 24 | 4.0% | 1.7% | ||
| Q2 24 | 2.1% | 1.5% | ||
| Q1 24 | 3.7% | 1.7% |
现金转化率
AMBA
RBCAA
| Q4 25 | — | 7.37× | ||
| Q3 25 | — | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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% |
RBCAA
暂无分部数据