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安霸(AMBA)与Ranger Energy Services, Inc.(RNGR)财务数据对比。点击上方公司名可切换其他公司
Ranger Energy Services, Inc.的季度营收约是安霸的1.3倍($142.2M vs $108.5M),Ranger Energy Services, Inc.净利率更高(2.3% vs -13.9%,领先16.2%),安霸同比增速更快(31.2% vs -0.6%),安霸自由现金流更多($31.4M vs $17.1M),过去两年安霸的营收复合增速更高(45.0% vs 1.9%)
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。
Ranger Energy Services是北美领先的陆上油田服务提供商,为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案,业务主要覆盖美国本土的页岩和致密资源开采作业区。
AMBA vs RNGR — 直观对比
营收规模更大
RNGR
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出31.8%
-0.6%
净利率更高
RNGR
高出16.2%
-13.9%
自由现金流更多
AMBA
多$14.3M
$17.1M
两年增速更快
AMBA
近两年复合增速
1.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $108.5M | $142.2M |
| 净利润 | $-15.1M | $3.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 2.3% |
| 净利率 | -13.9% | 2.3% |
| 营收同比 | 31.2% | -0.6% |
| 净利润同比 | 37.2% | -44.8% |
| 每股收益(稀释后) | $-0.35 | $0.14 |
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
RNGR
| Q4 25 | $108.5M | $142.2M | ||
| Q3 25 | $95.5M | $128.9M | ||
| Q2 25 | $85.9M | $140.6M | ||
| Q1 25 | $84.0M | $135.2M | ||
| Q4 24 | $82.7M | $143.1M | ||
| Q3 24 | $63.7M | $153.0M | ||
| Q2 24 | $54.5M | $138.1M | ||
| Q1 24 | $51.6M | $136.9M |
净利润
AMBA
RNGR
| Q4 25 | $-15.1M | $3.2M | ||
| Q3 25 | $-20.0M | $1.2M | ||
| Q2 25 | $-24.3M | $7.3M | ||
| Q1 25 | $-20.2M | $600.0K | ||
| Q4 24 | $-24.1M | $5.8M | ||
| Q3 24 | $-34.9M | $8.7M | ||
| Q2 24 | $-37.9M | $4.7M | ||
| Q1 24 | $-60.6M | $-800.0K |
毛利率
AMBA
RNGR
| 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
RNGR
| Q4 25 | -15.0% | 2.3% | ||
| Q3 25 | -23.0% | 2.0% | ||
| Q2 25 | -30.1% | 6.1% | ||
| Q1 25 | -30.2% | 0.7% | ||
| Q4 24 | -30.9% | 6.2% | ||
| Q3 24 | -56.9% | 8.4% | ||
| Q2 24 | -72.4% | 5.3% | ||
| Q1 24 | -80.8% | -0.4% |
净利率
AMBA
RNGR
| Q4 25 | -13.9% | 2.3% | ||
| Q3 25 | -20.9% | 0.9% | ||
| Q2 25 | -28.3% | 5.2% | ||
| Q1 25 | -24.1% | 0.4% | ||
| Q4 24 | -29.1% | 4.1% | ||
| Q3 24 | -54.8% | 5.7% | ||
| Q2 24 | -69.6% | 3.4% | ||
| Q1 24 | -117.4% | -0.6% |
每股收益(稀释后)
AMBA
RNGR
| Q4 25 | $-0.35 | $0.14 | ||
| Q3 25 | $-0.47 | $0.05 | ||
| Q2 25 | $-0.58 | $0.32 | ||
| Q1 25 | $-0.48 | $0.03 | ||
| Q4 24 | $-0.58 | $0.24 | ||
| Q3 24 | $-0.85 | $0.39 | ||
| Q2 24 | $-0.93 | $0.21 | ||
| Q1 24 | $-1.51 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $300.1M |
| 总资产 | $751.9M | $419.3M |
| 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
RNGR
| Q4 25 | $174.1M | $10.3M | ||
| Q3 25 | $142.7M | $45.2M | ||
| Q2 25 | $141.3M | $48.9M | ||
| Q1 25 | $144.6M | $40.3M | ||
| Q4 24 | $127.1M | $40.9M | ||
| Q3 24 | $153.9M | $14.8M | ||
| Q2 24 | $131.8M | $8.7M | ||
| Q1 24 | $144.9M | $11.1M |
总债务
AMBA
RNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益
AMBA
RNGR
| Q4 25 | $590.1M | $300.1M | ||
| Q3 25 | $576.5M | $270.0M | ||
| Q2 25 | $572.7M | $276.9M | ||
| Q1 25 | $561.4M | $272.6M | ||
| Q4 24 | $554.3M | $273.8M | ||
| Q3 24 | $547.6M | $267.6M | ||
| Q2 24 | $555.4M | $260.5M | ||
| Q1 24 | $559.9M | $261.7M |
总资产
AMBA
RNGR
| Q4 25 | $751.9M | $419.3M | ||
| Q3 25 | $706.4M | $372.8M | ||
| Q2 25 | $701.9M | $381.7M | ||
| Q1 25 | $689.0M | $376.5M | ||
| Q4 24 | $670.8M | $381.6M | ||
| Q3 24 | $650.3M | $373.9M | ||
| Q2 24 | $638.7M | $359.6M | ||
| Q1 24 | $657.7M | $355.5M |
负债/权益比
AMBA
RNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $17.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 12.0% |
| 资本支出强度资本支出/营收 | 2.7% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $42.9M |
8季度趋势,按日历期对齐
经营现金流
AMBA
RNGR
| Q4 25 | $34.3M | $24.1M | ||
| Q3 25 | $5.5M | $13.6M | ||
| Q2 25 | $14.8M | $20.7M | ||
| Q1 25 | $25.4M | $10.6M | ||
| Q4 24 | $6.6M | $32.7M | ||
| Q3 24 | $16.7M | $17.7M | ||
| Q2 24 | $-15.0M | $22.1M | ||
| Q1 24 | $-4.0M | $12.0M |
自由现金流
AMBA
RNGR
| Q4 25 | $31.4M | $17.1M | ||
| Q3 25 | $1.4M | $8.0M | ||
| Q2 25 | $10.2M | $14.4M | ||
| Q1 25 | $21.2M | $3.4M | ||
| Q4 24 | $4.1M | $27.3M | ||
| Q3 24 | $14.2M | $10.8M | ||
| Q2 24 | $-16.1M | $6.8M | ||
| Q1 24 | $-6.0M | $5.5M |
自由现金流率
AMBA
RNGR
| Q4 25 | 29.0% | 12.0% | ||
| Q3 25 | 1.4% | 6.2% | ||
| Q2 25 | 11.9% | 10.2% | ||
| Q1 25 | 25.3% | 2.5% | ||
| Q4 24 | 5.0% | 19.1% | ||
| Q3 24 | 22.2% | 7.1% | ||
| Q2 24 | -29.5% | 4.9% | ||
| Q1 24 | -11.6% | 4.0% |
资本支出强度
AMBA
RNGR
| Q4 25 | 2.7% | 4.9% | ||
| Q3 25 | 4.3% | 4.3% | ||
| Q2 25 | 5.3% | 4.5% | ||
| Q1 25 | 5.0% | 5.3% | ||
| Q4 24 | 3.0% | 3.8% | ||
| Q3 24 | 4.0% | 4.5% | ||
| Q2 24 | 2.1% | 11.1% | ||
| Q1 24 | 3.7% | 4.7% |
现金转化率
AMBA
RNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| 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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |