vs
安霸（AMBA）与ServisFirst Bancshares, Inc.（SFBS）财务数据对比。点击上方公司名可切换其他公司
ServisFirst Bancshares, Inc.的季度营收约是安霸的1.5倍（$159.0M vs $108.5M），ServisFirst Bancshares, Inc.净利率更高（52.2% vs -13.9%，领先66.1%），过去两年安霸的营收复合增速更高（45.0% vs 17.7%）
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。
ServisFirst Bancshares是一家总部位于美国的银行控股公司，主要在美国东南部地区运营全服务银行网点，为中小企业、专业客户及个人消费者提供商业银行、个人银行、财富管理及抵押贷款等多元金融服务。
AMBA vs SFBS — 直观对比
营收规模更大
SFBS
是对方的1.5倍
$108.5M
净利率更高
SFBS
高出66.1%
-13.9%
两年增速更快
AMBA
近两年复合增速
17.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $159.0M |
| 净利润 | $-15.1M | $83.0M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 52.2% |
| 营收同比 | 31.2% | — |
| 净利润同比 | 37.2% | 31.2% |
| 每股收益（稀释后） | $-0.35 | $1.52 |
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AMBASFBS
| Q1 26 | — | $159.0M | ||
| Q4 25 | $108.5M | $162.2M | ||
| Q3 25 | $95.5M | $136.3M | ||
| Q2 25 | $85.9M | $132.1M | ||
| Q1 25 | $84.0M | $131.8M | ||
| Q4 24 | $82.7M | $131.9M | ||
| Q3 24 | $63.7M | $123.7M | ||
| Q2 24 | $54.5M | $114.8M |
净利润AMBASFBS
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-15.1M | $86.4M | ||
| Q3 25 | $-20.0M | $65.6M | ||
| Q2 25 | $-24.3M | $61.4M | ||
| Q1 25 | $-20.2M | $63.2M | ||
| Q4 24 | $-24.1M | $65.2M | ||
| Q3 24 | $-34.9M | $59.9M | ||
| Q2 24 | $-37.9M | $52.1M |
毛利率AMBASFBS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMBASFBS
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 66.3% | ||
| Q3 25 | -23.0% | 57.8% | ||
| Q2 25 | -30.1% | 58.0% | ||
| Q1 25 | -30.2% | 60.0% | ||
| Q4 24 | -30.9% | 60.2% | ||
| Q3 24 | -56.9% | 58.5% | ||
| Q2 24 | -72.4% | 58.0% |
净利率AMBASFBS
| Q1 26 | — | 52.2% | ||
| Q4 25 | -13.9% | 59.0% | ||
| Q3 25 | -20.9% | 48.1% | ||
| Q2 25 | -28.3% | 46.5% | ||
| Q1 25 | -24.1% | 48.0% | ||
| Q4 24 | -29.1% | 52.9% | ||
| Q3 24 | -54.8% | 48.4% | ||
| Q2 24 | -69.6% | 45.4% |
每股收益（稀释后）AMBASFBS
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-0.35 | $1.58 | ||
| Q3 25 | $-0.47 | $1.20 | ||
| Q2 25 | $-0.58 | $1.12 | ||
| Q1 25 | $-0.48 | $1.16 | ||
| Q4 24 | $-0.58 | $1.19 | ||
| Q3 24 | $-0.85 | $1.10 | ||
| Q2 24 | $-0.93 | $0.95 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $1.9B |
| 总资产 | $751.9M | $18.2B |
| 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AMBASFBS
| Q1 26 | — | $1.8B | ||
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — |
股东权益AMBASFBS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $590.1M | $1.8B | ||
| Q3 25 | $576.5M | $1.8B | ||
| Q2 25 | $572.7M | $1.7B | ||
| Q1 25 | $561.4M | $1.7B | ||
| Q4 24 | $554.3M | $1.6B | ||
| Q3 24 | $547.6M | $1.6B | ||
| Q2 24 | $555.4M | $1.5B |
总资产AMBASFBS
| Q1 26 | — | $18.2B | ||
| Q4 25 | $751.9M | $17.7B | ||
| Q3 25 | $706.4M | $17.6B | ||
| Q2 25 | $701.9M | $17.4B | ||
| Q1 25 | $689.0M | $18.6B | ||
| Q4 24 | $670.8M | $17.4B | ||
| Q3 24 | $650.3M | $16.4B | ||
| Q2 24 | $638.7M | $16.0B |
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 | — |
| 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AMBASFBS
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $355.2M | ||
| Q3 25 | $5.5M | $140.9M | ||
| Q2 25 | $14.8M | $67.6M | ||
| Q1 25 | $25.4M | $48.0M | ||
| Q4 24 | $6.6M | $252.9M | ||
| Q3 24 | $16.7M | $84.0M | ||
| Q2 24 | $-15.0M | $48.3M |
自由现金流AMBASFBS
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率AMBASFBS
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度AMBASFBS
| Q1 26 | — | — | ||
| 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% | — |
现金转化率AMBASFBS
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
