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安霸（AMBA）与RHYTHM PHARMACEUTICALS, INC.（RYTM）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RHYTHM PHARMACEUTICALS, INC.的1.9倍（$108.5M vs $57.3M），安霸净利率更高（-13.9% vs -83.0%，领先69.0%），RHYTHM PHARMACEUTICALS, INC.同比增速更快（36.9% vs 31.2%），过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高（48.5% vs 45.0%）
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。
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业，主要开发和商业化针对罕见遗传性肥胖症的靶向疗法，覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症，服务北美、欧洲地区缺少有效治疗方案的患者群体。
AMBA vs RYTM — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$57.3M
营收增速更快
RYTM
高出5.7%
31.2%
净利率更高
AMBA
高出69.0%
-83.0%
两年增速更快
RYTM
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $57.3M |
| 净利润 | $-15.1M | $-47.5M |
| 毛利率 | 59.6% | 91.6% |
| 营业利润率 | -15.0% | -82.2% |
| 净利率 | -13.9% | -83.0% |
| 营收同比 | 31.2% | 36.9% |
| 净利润同比 | 37.2% | -9.6% |
| 每股收益（稀释后） | $-0.35 | $-0.73 |
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AMBARYTM
| Q4 25 | $108.5M | $57.3M | ||
| Q3 25 | $95.5M | $51.3M | ||
| Q2 25 | $85.9M | $48.5M | ||
| Q1 25 | $84.0M | $32.7M | ||
| Q4 24 | $82.7M | $41.8M | ||
| Q3 24 | $63.7M | $33.3M | ||
| Q2 24 | $54.5M | $29.1M | ||
| Q1 24 | $51.6M | $26.0M |
净利润AMBARYTM
| Q4 25 | $-15.1M | $-47.5M | ||
| Q3 25 | $-20.0M | $-52.9M | ||
| Q2 25 | $-24.3M | $-46.6M | ||
| Q1 25 | $-20.2M | $-49.5M | ||
| Q4 24 | $-24.1M | $-43.3M | ||
| Q3 24 | $-34.9M | $-43.6M | ||
| Q2 24 | $-37.9M | $-32.3M | ||
| Q1 24 | $-60.6M | $-141.4M |
毛利率AMBARYTM
| Q4 25 | 59.6% | 91.6% | ||
| Q3 25 | 58.9% | 89.3% | ||
| Q2 25 | 60.0% | 88.6% | ||
| Q1 25 | 60.0% | 88.8% | ||
| Q4 24 | 60.6% | 90.9% | ||
| Q3 24 | 60.8% | 88.5% | ||
| Q2 24 | 60.9% | 89.9% | ||
| Q1 24 | 59.8% | 89.2% |
营业利润率AMBARYTM
| Q4 25 | -15.0% | -82.2% | ||
| Q3 25 | -23.0% | -102.6% | ||
| Q2 25 | -30.1% | -93.4% | ||
| Q1 25 | -30.2% | -143.7% | ||
| Q4 24 | -30.9% | -98.6% | ||
| Q3 24 | -56.9% | -132.0% | ||
| Q2 24 | -72.4% | -139.2% | ||
| Q1 24 | -80.8% | -538.7% |
净利率AMBARYTM
| Q4 25 | -13.9% | -83.0% | ||
| Q3 25 | -20.9% | -103.1% | ||
| Q2 25 | -28.3% | -96.1% | ||
| Q1 25 | -24.1% | -151.4% | ||
| Q4 24 | -29.1% | -103.6% | ||
| Q3 24 | -54.8% | -131.2% | ||
| Q2 24 | -69.6% | -110.9% | ||
| Q1 24 | -117.4% | -544.4% |
每股收益（稀释后）AMBARYTM
| Q4 25 | $-0.35 | $-0.73 | ||
| Q3 25 | $-0.47 | $-0.82 | ||
| Q2 25 | $-0.58 | $-0.75 | ||
| Q1 25 | $-0.48 | $-0.81 | ||
| Q4 24 | $-0.58 | $-0.71 | ||
| Q3 24 | $-0.85 | $-0.73 | ||
| Q2 24 | $-0.93 | $-0.55 | ||
| Q1 24 | $-1.51 | $-2.35 |
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 | $388.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $139.1M |
| 总资产 | $751.9M | $480.2M |
| 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AMBARYTM
| Q4 25 | $174.1M | $388.9M | ||
| Q3 25 | $142.7M | $416.1M | ||
| Q2 25 | $141.3M | $291.0M | ||
| Q1 25 | $144.6M | $314.5M | ||
| Q4 24 | $127.1M | $320.6M | ||
| Q3 24 | $153.9M | $298.4M | ||
| Q2 24 | $131.8M | $319.1M | ||
| Q1 24 | $144.9M | $201.2M |
股东权益AMBARYTM
| Q4 25 | $590.1M | $139.1M | ||
| Q3 25 | $576.5M | $148.8M | ||
| Q2 25 | $572.7M | $-11.9M | ||
| Q1 25 | $561.4M | $18.9M | ||
| Q4 24 | $554.3M | $21.7M | ||
| Q3 24 | $547.6M | $11.2M | ||
| Q2 24 | $555.4M | $39.3M | ||
| Q1 24 | $559.9M | $61.6M |
总资产AMBARYTM
| Q4 25 | $751.9M | $480.2M | ||
| Q3 25 | $706.4M | $506.9M | ||
| Q2 25 | $701.9M | $372.7M | ||
| Q1 25 | $689.0M | $386.7M | ||
| Q4 24 | $670.8M | $392.3M | ||
| Q3 24 | $650.3M | $363.6M | ||
| Q2 24 | $638.7M | $381.8M | ||
| Q1 24 | $657.7M | $258.7M |
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 | $-25.4M |
| 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 | — | — |
| 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AMBARYTM
| Q4 25 | $34.3M | $-25.4M | ||
| Q3 25 | $5.5M | $-26.6M | ||
| Q2 25 | $14.8M | $-23.3M | ||
| Q1 25 | $25.4M | $-40.4M | ||
| Q4 24 | $6.6M | $-18.8M | ||
| Q3 24 | $16.7M | $-25.2M | ||
| Q2 24 | $-15.0M | $-29.1M | ||
| Q1 24 | $-4.0M | $-40.7M |
自由现金流AMBARYTM
| 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AMBARYTM
| 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AMBARYTM
| 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% | — |
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% |
RYTM
暂无分部数据
