vs
安霸(AMBA)与RESOURCES CONNECTION, INC.(RGP)财务数据对比。点击上方公司名可切换其他公司
RESOURCES CONNECTION, INC.的季度营收约是安霸的1.1倍($117.7M vs $108.5M),RESOURCES CONNECTION, INC.净利率更高(-10.8% vs -13.9%,领先3.2%),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 $15.6M),过去两年安霸的营收复合增速更高(45.0% vs -11.8%)
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。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
AMBA vs RGP — 直观对比
营收规模更大
RGP
是对方的1.1倍
$108.5M
营收增速更快
AMBA
高出50.4%
-19.2%
净利率更高
RGP
高出3.2%
-13.9%
自由现金流更多
AMBA
多$15.8M
$15.6M
两年增速更快
AMBA
近两年复合增速
-11.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $108.5M | $117.7M |
| 净利润 | $-15.1M | $-12.7M |
| 毛利率 | 59.6% | 37.1% |
| 营业利润率 | -15.0% | -10.3% |
| 净利率 | -13.9% | -10.8% |
| 营收同比 | 31.2% | -19.2% |
| 净利润同比 | 37.2% | 81.6% |
| 每股收益(稀释后) | $-0.35 | $-0.38 |
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
RGP
| Q4 25 | $108.5M | $117.7M | ||
| Q3 25 | $95.5M | $120.2M | ||
| Q2 25 | $85.9M | $139.3M | ||
| Q1 25 | $84.0M | $129.4M | ||
| Q4 24 | $82.7M | $145.6M | ||
| Q3 24 | $63.7M | $136.9M | ||
| Q2 24 | $54.5M | $148.2M | ||
| Q1 24 | $51.6M | $151.3M |
净利润
AMBA
RGP
| Q4 25 | $-15.1M | $-12.7M | ||
| Q3 25 | $-20.0M | $-2.4M | ||
| Q2 25 | $-24.3M | $-73.3M | ||
| Q1 25 | $-20.2M | $-44.1M | ||
| Q4 24 | $-24.1M | $-68.7M | ||
| Q3 24 | $-34.9M | $-5.7M | ||
| Q2 24 | $-37.9M | $10.5M | ||
| Q1 24 | $-60.6M | $2.5M |
毛利率
AMBA
RGP
| Q4 25 | 59.6% | 37.1% | ||
| Q3 25 | 58.9% | 39.5% | ||
| Q2 25 | 60.0% | 40.2% | ||
| Q1 25 | 60.0% | 35.1% | ||
| Q4 24 | 60.6% | 38.5% | ||
| Q3 24 | 60.8% | 36.5% | ||
| Q2 24 | 60.9% | 40.2% | ||
| Q1 24 | 59.8% | 37.0% |
营业利润率
AMBA
RGP
| Q4 25 | -15.0% | -10.3% | ||
| Q3 25 | -23.0% | -1.7% | ||
| Q2 25 | -30.1% | -47.0% | ||
| Q1 25 | -30.2% | -38.4% | ||
| Q4 24 | -30.9% | -52.7% | ||
| Q3 24 | -56.9% | -3.5% | ||
| Q2 24 | -72.4% | 7.6% | ||
| Q1 24 | -80.8% | 2.8% |
净利率
AMBA
RGP
| Q4 25 | -13.9% | -10.8% | ||
| Q3 25 | -20.9% | -2.0% | ||
| Q2 25 | -28.3% | -52.6% | ||
| Q1 25 | -24.1% | -34.0% | ||
| Q4 24 | -29.1% | -47.2% | ||
| Q3 24 | -54.8% | -4.2% | ||
| Q2 24 | -69.6% | 7.1% | ||
| Q1 24 | -117.4% | 1.7% |
每股收益(稀释后)
AMBA
RGP
| Q4 25 | $-0.35 | $-0.38 | ||
| Q3 25 | $-0.47 | $-0.07 | ||
| Q2 25 | $-0.58 | $-2.21 | ||
| Q1 25 | $-0.48 | $-1.34 | ||
| Q4 24 | $-0.58 | $-2.08 | ||
| Q3 24 | $-0.85 | $-0.17 | ||
| Q2 24 | $-0.93 | $0.31 | ||
| Q1 24 | $-1.51 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $194.6M |
| 总资产 | $751.9M | $289.3M |
| 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
RGP
| Q4 25 | $174.1M | $89.8M | ||
| Q3 25 | $142.7M | $77.5M | ||
| Q2 25 | $141.3M | $86.1M | ||
| Q1 25 | $144.6M | $72.5M | ||
| Q4 24 | $127.1M | $78.2M | ||
| Q3 24 | $153.9M | $89.6M | ||
| Q2 24 | $131.8M | $108.9M | ||
| Q1 24 | $144.9M | $113.8M |
股东权益
AMBA
RGP
| Q4 25 | $590.1M | $194.6M | ||
| Q3 25 | $576.5M | $206.4M | ||
| Q2 25 | $572.7M | $207.1M | ||
| Q1 25 | $561.4M | $277.8M | ||
| Q4 24 | $554.3M | $325.7M | ||
| Q3 24 | $547.6M | $407.2M | ||
| Q2 24 | $555.4M | $418.8M | ||
| Q1 24 | $559.9M | $414.9M |
总资产
AMBA
RGP
| Q4 25 | $751.9M | $289.3M | ||
| Q3 25 | $706.4M | $287.2M | ||
| Q2 25 | $701.9M | $304.7M | ||
| Q1 25 | $689.0M | $375.6M | ||
| Q4 24 | $670.8M | $424.9M | ||
| Q3 24 | $650.3M | $512.9M | ||
| Q2 24 | $638.7M | $510.9M | ||
| Q1 24 | $657.7M | $523.2M |
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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $15.6M |
| 自由现金流率自由现金流/营收 | 29.0% | 13.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 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 | $24.3M |
8季度趋势,按日历期对齐
经营现金流
AMBA
RGP
| Q4 25 | $34.3M | $15.9M | ||
| Q3 25 | $5.5M | $-7.8M | ||
| Q2 25 | $14.8M | $16.8M | ||
| Q1 25 | $25.4M | $659.0K | ||
| Q4 24 | $6.6M | $1.8M | ||
| Q3 24 | $16.7M | $-309.0K | ||
| Q2 24 | $-15.0M | $3.2M | ||
| Q1 24 | $-4.0M | $20.5M |
自由现金流
AMBA
RGP
| Q4 25 | $31.4M | $15.6M | ||
| Q3 25 | $1.4M | $-8.0M | ||
| Q2 25 | $10.2M | $16.5M | ||
| Q1 25 | $21.2M | $238.0K | ||
| Q4 24 | $4.1M | $61.0K | ||
| Q3 24 | $14.2M | $-575.0K | ||
| Q2 24 | $-16.1M | $3.0M | ||
| Q1 24 | $-6.0M | $20.4M |
自由现金流率
AMBA
RGP
| Q4 25 | 29.0% | 13.2% | ||
| Q3 25 | 1.4% | -6.6% | ||
| Q2 25 | 11.9% | 11.8% | ||
| Q1 25 | 25.3% | 0.2% | ||
| Q4 24 | 5.0% | 0.0% | ||
| Q3 24 | 22.2% | -0.4% | ||
| Q2 24 | -29.5% | 2.1% | ||
| Q1 24 | -11.6% | 13.5% |
资本支出强度
AMBA
RGP
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | 0.2% | ||
| Q1 25 | 5.0% | 0.3% | ||
| Q4 24 | 3.0% | 1.2% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 0.1% |
现金转化率
AMBA
RGP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |