vs
安霸（AMBA）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是安霸的1.7倍（$188.3M vs $108.5M），BRC Group Holdings, Inc.净利率更高（47.9% vs -13.9%，领先61.9%），安霸同比增速更快（31.2% vs -21.9%），过去两年安霸的营收复合增速更高（45.0% vs -15.4%）
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。
AMBA vs RILY — 直观对比
营收规模更大
RILY
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出53.1%
-21.9%
净利率更高
RILY
高出61.9%
-13.9%
两年增速更快
AMBA
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $188.3M |
| 净利润 | $-15.1M | $90.3M |
| 毛利率 | 59.6% | 79.5% |
| 营业利润率 | -15.0% | 32.3% |
| 净利率 | -13.9% | 47.9% |
| 营收同比 | 31.2% | -21.9% |
| 净利润同比 | 37.2% | 1710.8% |
| 每股收益（稀释后） | $-0.35 | $2.78 |
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AMBARILY
| Q4 25 | $108.5M | $188.3M | ||
| Q3 25 | $95.5M | $215.3M | ||
| Q2 25 | $85.9M | $188.2M | ||
| Q1 25 | $84.0M | $197.2M | ||
| Q4 24 | $82.7M | $241.0M | ||
| Q3 24 | $63.7M | $225.5M | ||
| Q2 24 | $54.5M | $256.0M | ||
| Q1 24 | $51.6M | $263.4M |
净利润AMBARILY
| Q4 25 | $-15.1M | $90.3M | ||
| Q3 25 | $-20.0M | $91.1M | ||
| Q2 25 | $-24.3M | $139.5M | ||
| Q1 25 | $-20.2M | $-10.0M | ||
| Q4 24 | $-24.1M | $-5.6M | ||
| Q3 24 | $-34.9M | $-284.4M | ||
| Q2 24 | $-37.9M | $-433.6M | ||
| Q1 24 | $-60.6M | $-49.2M |
毛利率AMBARILY
| Q4 25 | 59.6% | 79.5% | ||
| Q3 25 | 58.9% | 83.7% | ||
| Q2 25 | 60.0% | 81.3% | ||
| Q1 25 | 60.0% | 81.4% | ||
| Q4 24 | 60.6% | 79.8% | ||
| Q3 24 | 60.8% | 82.1% | ||
| Q2 24 | 60.9% | 84.5% | ||
| Q1 24 | 59.8% | 85.3% |
营业利润率AMBARILY
| Q4 25 | -15.0% | 32.3% | ||
| Q3 25 | -23.0% | 30.4% | ||
| Q2 25 | -30.1% | 5.7% | ||
| Q1 25 | -30.2% | -31.2% | ||
| Q4 24 | -30.9% | -69.2% | ||
| Q3 24 | -56.9% | -36.4% | ||
| Q2 24 | -72.4% | -90.8% | ||
| Q1 24 | -80.8% | -6.1% |
净利率AMBARILY
| Q4 25 | -13.9% | 47.9% | ||
| Q3 25 | -20.9% | 42.3% | ||
| Q2 25 | -28.3% | 74.1% | ||
| Q1 25 | -24.1% | -5.1% | ||
| Q4 24 | -29.1% | -2.3% | ||
| Q3 24 | -54.8% | -126.1% | ||
| Q2 24 | -69.6% | -169.4% | ||
| Q1 24 | -117.4% | -18.7% |
每股收益（稀释后）AMBARILY
| Q4 25 | $-0.35 | $2.78 | ||
| Q3 25 | $-0.47 | $2.91 | ||
| Q2 25 | $-0.58 | $4.50 | ||
| Q1 25 | $-0.48 | $-0.39 | ||
| Q4 24 | $-0.58 | $-0.01 | ||
| Q3 24 | $-0.85 | $-9.39 | ||
| Q2 24 | $-0.93 | $-14.35 | ||
| Q1 24 | $-1.51 | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $590.1M | $-171.5M |
| 总资产 | $751.9M | $1.7B |
| 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AMBARILY
| Q4 25 | $174.1M | $226.6M | ||
| Q3 25 | $142.7M | $184.2M | ||
| Q2 25 | $141.3M | $267.4M | ||
| Q1 25 | $144.6M | $138.3M | ||
| Q4 24 | $127.1M | $146.9M | ||
| Q3 24 | $153.9M | $159.2M | ||
| Q2 24 | $131.8M | $236.9M | ||
| Q1 24 | $144.9M | $190.7M |
总债务AMBARILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBARILY
| Q4 25 | $590.1M | $-171.5M | ||
| Q3 25 | $576.5M | $-260.5M | ||
| Q2 25 | $572.7M | $-351.7M | ||
| Q1 25 | $561.4M | $-496.8M | ||
| Q4 24 | $554.3M | $-488.2M | ||
| Q3 24 | $547.6M | $-497.6M | ||
| Q2 24 | $555.4M | $-218.3M | ||
| Q1 24 | $559.9M | $228.4M |
总资产AMBARILY
| Q4 25 | $751.9M | $1.7B | ||
| Q3 25 | $706.4M | $1.7B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.8B | ||
| Q3 24 | $650.3M | $2.2B | ||
| Q2 24 | $638.7M | $3.2B | ||
| Q1 24 | $657.7M | $5.0B |
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 | $26.2M |
| 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 | — | 0.29× |
| 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AMBARILY
| Q4 25 | $34.3M | $26.2M | ||
| Q3 25 | $5.5M | $-60.6M | ||
| Q2 25 | $14.8M | $-25.6M | ||
| Q1 25 | $25.4M | $184.0K | ||
| Q4 24 | $6.6M | $-2.7M | ||
| Q3 24 | $16.7M | $19.5M | ||
| Q2 24 | $-15.0M | $111.5M | ||
| Q1 24 | $-4.0M | $135.4M |
自由现金流AMBARILY
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBARILY
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBARILY
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
现金转化率AMBARILY
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
