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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
RNGR
是对方的1.3倍
RNGR
$142.2M
$108.5M
AMBA
营收增速更快
AMBA
AMBA
高出31.8%
AMBA
31.2%
-0.6%
RNGR
净利率更高
RNGR
RNGR
高出16.2%
RNGR
2.3%
-13.9%
AMBA
自由现金流更多
AMBA
AMBA
多$14.3M
AMBA
$31.4M
$17.1M
RNGR
两年增速更快
AMBA
AMBA
近两年复合增速
AMBA
45.0%
1.9%
RNGR

损益表 — Q3 FY2026 vs Q4 FY2025

指标
AMBA
AMBA
RNGR
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
AMBA
RNGR
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
AMBA
RNGR
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA
RNGR
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
AMBA

TW$76.0M70%
Asia Pacific Other Than Taiwan$20.2M19%
North America Other Than United States$7.4M7%
Other$5.0M5%

RNGR
RNGR

High Specification Rigs$92.3M65%
Processing Solutions And Ancillary Services$37.5M26%
Wireline Services$12.4M9%

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