vs
安霸（AMBA）与REGIS CORP（RGS）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REGIS CORP的1.9倍（$108.5M vs $57.1M），REGIS CORP净利率更高（0.8% vs -13.9%，领先14.7%），安霸同比增速更快（31.2% vs 22.3%），安霸自由现金流更多（$31.4M vs $891.0K），过去两年安霸的营收复合增速更高（45.0% vs 7.8%）
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。
瑞吉斯公司是一家美国美发沙龙运营商，总部位于明尼苏达州明尼阿波利斯市。截至2021年8月，该集团旗下拥有5563家加盟沙龙以及276家直营门店，是北美地区规模领先的美发沙龙连锁经营企业。
AMBA vs RGS — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$57.1M
营收增速更快
AMBA
高出9.0%
22.3%
净利率更高
RGS
高出14.7%
-13.9%
自由现金流更多
AMBA
多$30.5M
$891.0K
两年增速更快
AMBA
近两年复合增速
7.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $57.1M |
| 净利润 | $-15.1M | $456.0K |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 10.8% |
| 净利率 | -13.9% | 0.8% |
| 营收同比 | 31.2% | 22.3% |
| 净利润同比 | 37.2% | -94.0% |
| 每股收益（稀释后） | $-0.35 | $0.16 |
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AMBARGS
| Q4 25 | $108.5M | $57.1M | ||
| Q3 25 | $95.5M | $59.0M | ||
| Q2 25 | $85.9M | $60.4M | ||
| Q1 25 | $84.0M | $57.0M | ||
| Q4 24 | $82.7M | $46.7M | ||
| Q3 24 | $63.7M | $46.1M | ||
| Q2 24 | $54.5M | $49.4M | ||
| Q1 24 | $51.6M | $49.2M |
净利润AMBARGS
| Q4 25 | $-15.1M | $456.0K | ||
| Q3 25 | $-20.0M | $1.4M | ||
| Q2 25 | $-24.3M | $116.5M | ||
| Q1 25 | $-20.2M | $250.0K | ||
| Q4 24 | $-24.1M | $7.6M | ||
| Q3 24 | $-34.9M | $-853.0K | ||
| Q2 24 | $-37.9M | $91.2M | ||
| Q1 24 | $-60.6M | $-2.3M |
毛利率AMBARGS
| 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AMBARGS
| Q4 25 | -15.0% | 10.8% | ||
| Q3 25 | -23.0% | 10.0% | ||
| Q2 25 | -30.1% | 12.1% | ||
| Q1 25 | -30.2% | 8.8% | ||
| Q4 24 | -30.9% | 11.8% | ||
| Q3 24 | -56.9% | 4.6% | ||
| Q2 24 | -72.4% | — | ||
| Q1 24 | -80.8% | 8.3% |
净利率AMBARGS
| Q4 25 | -13.9% | 0.8% | ||
| Q3 25 | -20.9% | 2.3% | ||
| Q2 25 | -28.3% | 192.9% | ||
| Q1 25 | -24.1% | 0.4% | ||
| Q4 24 | -29.1% | 16.4% | ||
| Q3 24 | -54.8% | -1.9% | ||
| Q2 24 | -69.6% | 184.7% | ||
| Q1 24 | -117.4% | -4.7% |
每股收益（稀释后）AMBARGS
| Q4 25 | $-0.35 | $0.16 | ||
| Q3 25 | $-0.47 | $0.49 | ||
| Q2 25 | $-0.58 | $43.67 | ||
| Q1 25 | $-0.48 | $0.08 | ||
| Q4 24 | $-0.58 | $2.71 | ||
| Q3 24 | $-0.85 | $-0.36 | ||
| Q2 24 | $-0.93 | $38.40 | ||
| Q1 24 | $-1.51 | $-1.00 |
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 | $18.4M |
| 总债务越低越好 | — | $113.3M |
| 股东权益账面价值 | $590.1M | $188.7M |
| 总资产 | $751.9M | $588.3M |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资AMBARGS
| Q4 25 | $174.1M | $18.4M | ||
| Q3 25 | $142.7M | $16.6M | ||
| Q2 25 | $141.3M | $17.0M | ||
| Q1 25 | $144.6M | $13.3M | ||
| Q4 24 | $127.1M | $10.2M | ||
| Q3 24 | $153.9M | $6.3M | ||
| Q2 24 | $131.8M | $10.1M | ||
| Q1 24 | $144.9M | $5.9M |
总债务AMBARGS
| Q4 25 | — | $113.3M | ||
| Q3 25 | — | $111.3M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $112.0M | ||
| Q4 24 | — | $111.5M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $99.5M | ||
| Q1 24 | — | $179.7M |
股东权益AMBARGS
| Q4 25 | $590.1M | $188.7M | ||
| Q3 25 | $576.5M | $187.6M | ||
| Q2 25 | $572.7M | $185.6M | ||
| Q1 25 | $561.4M | $68.6M | ||
| Q4 24 | $554.3M | $66.7M | ||
| Q3 24 | $547.6M | $56.4M | ||
| Q2 24 | $555.4M | $56.8M | ||
| Q1 24 | $559.9M | $-35.8M |
总资产AMBARGS
| Q4 25 | $751.9M | $588.3M | ||
| Q3 25 | $706.4M | $592.1M | ||
| Q2 25 | $701.9M | $599.0M | ||
| Q1 25 | $689.0M | $511.2M | ||
| Q4 24 | $670.8M | $530.1M | ||
| Q3 24 | $650.3M | $508.9M | ||
| Q2 24 | $638.7M | $530.5M | ||
| Q1 24 | $657.7M | $543.7M |
负债/权益比AMBARGS
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | — |
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 | $1.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $891.0K |
| 自由现金流率自由现金流/营收 | 29.0% | 1.6% |
| 资本支出强度资本支出/营收 | 2.7% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.65× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $14.9M |
8季度趋势，按日历期对齐
经营现金流AMBARGS
| Q4 25 | $34.3M | $1.7M | ||
| Q3 25 | $5.5M | $2.3M | ||
| Q2 25 | $14.8M | $6.8M | ||
| Q1 25 | $25.4M | $6.2M | ||
| Q4 24 | $6.6M | $2.1M | ||
| Q3 24 | $16.7M | $-1.3M | ||
| Q2 24 | $-15.0M | $5.1M | ||
| Q1 24 | $-4.0M | $-277.0K |
自由现金流AMBARGS
| Q4 25 | $31.4M | $891.0K | ||
| Q3 25 | $1.4M | $1.9M | ||
| Q2 25 | $10.2M | $6.2M | ||
| Q1 25 | $21.2M | $5.9M | ||
| Q4 24 | $4.1M | $1.7M | ||
| Q3 24 | $14.2M | $-1.4M | ||
| Q2 24 | $-16.1M | $5.1M | ||
| Q1 24 | $-6.0M | $-326.0K |
自由现金流率AMBARGS
| Q4 25 | 29.0% | 1.6% | ||
| Q3 25 | 1.4% | 3.2% | ||
| Q2 25 | 11.9% | 10.3% | ||
| Q1 25 | 25.3% | 10.3% | ||
| Q4 24 | 5.0% | 3.6% | ||
| Q3 24 | 22.2% | -3.0% | ||
| Q2 24 | -29.5% | 10.3% | ||
| Q1 24 | -11.6% | -0.7% |
资本支出强度AMBARGS
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 4.3% | 0.7% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 0.6% | ||
| Q4 24 | 3.0% | 0.9% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.1% |
现金转化率AMBARGS
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.06× | ||
| 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% |
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |
