vs
安霸（AMBA）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是安霸的1.8倍（$200.5M vs $108.5M），ROGERS CORP净利率更高（2.2% vs -13.9%，领先16.2%），安霸同比增速更快（31.2% vs 5.2%），安霸自由现金流更多（$31.4M vs $1.1M），过去两年安霸的营收复合增速更高（45.0% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AMBA vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出26.0%
5.2%
净利率更高
ROG
高出16.2%
-13.9%
自由现金流更多
AMBA
多$30.3M
$1.1M
两年增速更快
AMBA
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $200.5M |
| 净利润 | $-15.1M | $4.5M |
| 毛利率 | 59.6% | 32.2% |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 2.2% |
| 营收同比 | 31.2% | 5.2% |
| 净利润同比 | 37.2% | 421.4% |
| 每股收益（稀释后） | $-0.35 | $0.25 |
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AMBAROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $108.5M | $201.5M | ||
| Q3 25 | $95.5M | $216.0M | ||
| Q2 25 | $85.9M | $202.8M | ||
| Q1 25 | $84.0M | $190.5M | ||
| Q4 24 | $82.7M | $192.2M | ||
| Q3 24 | $63.7M | $210.3M | ||
| Q2 24 | $54.5M | $214.2M |
净利润AMBAROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.1M | $4.6M | ||
| Q3 25 | $-20.0M | $8.6M | ||
| Q2 25 | $-24.3M | $-73.6M | ||
| Q1 25 | $-20.2M | $-1.4M | ||
| Q4 24 | $-24.1M | $-500.0K | ||
| Q3 24 | $-34.9M | $10.7M | ||
| Q2 24 | $-37.9M | $8.1M |
毛利率AMBAROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 59.6% | 31.5% | ||
| Q3 25 | 58.9% | 33.5% | ||
| Q2 25 | 60.0% | 31.6% | ||
| Q1 25 | 60.0% | 29.9% | ||
| Q4 24 | 60.6% | 32.1% | ||
| Q3 24 | 60.8% | 35.2% | ||
| Q2 24 | 60.9% | 34.1% |
营业利润率AMBAROG
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 3.5% | ||
| Q3 25 | -23.0% | 7.3% | ||
| Q2 25 | -30.1% | -33.3% | ||
| Q1 25 | -30.2% | -0.2% | ||
| Q4 24 | -30.9% | -6.6% | ||
| Q3 24 | -56.9% | 6.9% | ||
| Q2 24 | -72.4% | 5.3% |
净利率AMBAROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -13.9% | 2.3% | ||
| Q3 25 | -20.9% | 4.0% | ||
| Q2 25 | -28.3% | -36.3% | ||
| Q1 25 | -24.1% | -0.7% | ||
| Q4 24 | -29.1% | -0.3% | ||
| Q3 24 | -54.8% | 5.1% | ||
| Q2 24 | -69.6% | 3.8% |
每股收益（稀释后）AMBAROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.35 | $0.20 | ||
| Q3 25 | $-0.47 | $0.48 | ||
| Q2 25 | $-0.58 | $-4.00 | ||
| Q1 25 | $-0.48 | $-0.08 | ||
| Q4 24 | $-0.58 | $-0.04 | ||
| Q3 24 | $-0.85 | $0.58 | ||
| Q2 24 | $-0.93 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $1.2B |
| 总资产 | $751.9M | $1.4B |
| 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AMBAROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $174.1M | $197.0M | ||
| Q3 25 | $142.7M | $167.8M | ||
| Q2 25 | $141.3M | $157.2M | ||
| Q1 25 | $144.6M | $175.6M | ||
| Q4 24 | $127.1M | $159.8M | ||
| Q3 24 | $153.9M | $146.4M | ||
| Q2 24 | $131.8M | $119.9M |
股东权益AMBAROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $590.1M | $1.2B | ||
| Q3 25 | $576.5M | $1.2B | ||
| Q2 25 | $572.7M | $1.2B | ||
| Q1 25 | $561.4M | $1.3B | ||
| Q4 24 | $554.3M | $1.3B | ||
| Q3 24 | $547.6M | $1.3B | ||
| Q2 24 | $555.4M | $1.3B |
总资产AMBAROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $751.9M | $1.4B | ||
| Q3 25 | $706.4M | $1.4B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.5B | ||
| Q3 24 | $650.3M | $1.5B | ||
| Q2 24 | $638.7M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $1.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 0.5% |
| 资本支出强度资本支出/营收 | 2.7% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AMBAROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $34.3M | $46.9M | ||
| Q3 25 | $5.5M | $28.9M | ||
| Q2 25 | $14.8M | $13.7M | ||
| Q1 25 | $25.4M | $11.7M | ||
| Q4 24 | $6.6M | $33.7M | ||
| Q3 24 | $16.7M | $42.4M | ||
| Q2 24 | $-15.0M | $22.9M |
自由现金流AMBAROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $31.4M | $42.2M | ||
| Q3 25 | $1.4M | $21.2M | ||
| Q2 25 | $10.2M | $5.6M | ||
| Q1 25 | $21.2M | $2.1M | ||
| Q4 24 | $4.1M | $18.3M | ||
| Q3 24 | $14.2M | $25.2M | ||
| Q2 24 | $-16.1M | $8.8M |
自由现金流率AMBAROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 29.0% | 20.9% | ||
| Q3 25 | 1.4% | 9.8% | ||
| Q2 25 | 11.9% | 2.8% | ||
| Q1 25 | 25.3% | 1.1% | ||
| Q4 24 | 5.0% | 9.5% | ||
| Q3 24 | 22.2% | 12.0% | ||
| Q2 24 | -29.5% | 4.1% |
资本支出强度AMBAROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | 5.0% | 5.0% | ||
| Q4 24 | 3.0% | 8.0% | ||
| Q3 24 | 4.0% | 8.2% | ||
| Q2 24 | 2.1% | 6.6% |
现金转化率AMBAROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
