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安霸（AMBA）与STRATASYS LTD.（SSYS）财务数据对比。点击上方公司名可切换其他公司
STRATASYS LTD.的季度营收约是安霸的1.3倍（$137.0M vs $108.5M），安霸净利率更高（-13.9% vs -40.6%，领先26.7%），安霸同比增速更快（31.2% vs -2.2%），安霸自由现金流更多（$31.4M vs $2.5M），过去两年安霸的营收复合增速更高（45.0% vs -7.4%）
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。
Stratasys是一家美以合资的增材制造企业，总部注册于以色列，主营聚合物3D打印设备、配套软件与打印材料，同时按需提供3D打印零部件服务。其3D打印方案被工程领域广泛采用，可加工ABS、聚碳酸酯、尼龙12等多种聚合物材料，适配复杂几何构件的建模生产。
AMBA vs SSYS — 直观对比
营收规模更大
SSYS
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出33.4%
-2.2%
净利率更高
AMBA
高出26.7%
-40.6%
自由现金流更多
AMBA
多$29.0M
$2.5M
两年增速更快
AMBA
近两年复合增速
-7.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $137.0M |
| 净利润 | $-15.1M | $-55.6M |
| 毛利率 | 59.6% | 41.0% |
| 营业利润率 | -15.0% | -16.6% |
| 净利率 | -13.9% | -40.6% |
| 营收同比 | 31.2% | -2.2% |
| 净利润同比 | 37.2% | -109.0% |
| 每股收益（稀释后） | $-0.35 | — |
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AMBASSYS
| Q4 25 | $108.5M | — | ||
| Q3 25 | $95.5M | $137.0M | ||
| Q2 25 | $85.9M | $138.1M | ||
| Q1 25 | $84.0M | $136.0M | ||
| Q4 24 | $82.7M | — | ||
| Q3 24 | $63.7M | $140.0M | ||
| Q2 24 | $54.5M | $138.0M | ||
| Q1 24 | $51.6M | $144.1M |
净利润AMBASSYS
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-55.6M | ||
| Q2 25 | $-24.3M | $-16.7M | ||
| Q1 25 | $-20.2M | $-13.1M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-26.6M | ||
| Q2 24 | $-37.9M | $-25.7M | ||
| Q1 24 | $-60.6M | $-26.0M |
毛利率AMBASSYS
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | 41.0% | ||
| Q2 25 | 60.0% | 43.1% | ||
| Q1 25 | 60.0% | 44.3% | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | 44.8% | ||
| Q2 24 | 60.9% | 43.8% | ||
| Q1 24 | 59.8% | 44.4% |
营业利润率AMBASSYS
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -16.6% | ||
| Q2 25 | -30.1% | -12.0% | ||
| Q1 25 | -30.2% | -9.1% | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | -18.2% | ||
| Q2 24 | -72.4% | -18.9% | ||
| Q1 24 | -80.8% | -17.0% |
净利率AMBASSYS
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -40.6% | ||
| Q2 25 | -28.3% | -12.1% | ||
| Q1 25 | -24.1% | -9.6% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -19.0% | ||
| Q2 24 | -69.6% | -18.6% | ||
| Q1 24 | -117.4% | -18.0% |
每股收益（稀释后）AMBASSYS
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $71.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $852.5M |
| 总资产 | $751.9M | $1.1B |
| 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AMBASSYS
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | $71.5M | ||
| Q2 25 | $141.3M | $71.1M | ||
| Q1 25 | $144.6M | $70.1M | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | $64.0M | ||
| Q2 24 | $131.8M | $70.9M | ||
| Q1 24 | $144.9M | $91.1M |
股东权益AMBASSYS
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | $852.5M | ||
| Q2 25 | $572.7M | $902.4M | ||
| Q1 25 | $561.4M | $784.8M | ||
| Q4 24 | $554.3M | — | ||
| Q3 24 | $547.6M | $831.8M | ||
| Q2 24 | $555.4M | $850.5M | ||
| Q1 24 | $559.9M | $866.1M |
总资产AMBASSYS
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $701.9M | $1.1B | ||
| Q1 25 | $689.0M | $1.0B | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $650.3M | $1.1B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.1B |
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 | $6.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $2.5M |
| 自由现金流率自由现金流/营收 | 29.0% | 1.8% |
| 资本支出强度资本支出/营收 | 2.7% | 3.2% |
| 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 | $-11.5M |
8季度趋势，按日历期对齐
经营现金流AMBASSYS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $6.9M | ||
| Q2 25 | $14.8M | $-1.1M | ||
| Q1 25 | $25.4M | $4.5M | ||
| Q4 24 | $6.6M | — | ||
| Q3 24 | $16.7M | $-4.5M | ||
| Q2 24 | $-15.0M | $-2.4M | ||
| Q1 24 | $-4.0M | $7.3M |
自由现金流AMBASSYS
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $2.5M | ||
| Q2 25 | $10.2M | $-8.4M | ||
| Q1 25 | $21.2M | $789.0K | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | $-6.3M | ||
| Q2 24 | $-16.1M | $-4.9M | ||
| Q1 24 | $-6.0M | $5.0M |
自由现金流率AMBASSYS
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | 1.8% | ||
| Q2 25 | 11.9% | -6.1% | ||
| Q1 25 | 25.3% | 0.6% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | -4.5% | ||
| Q2 24 | -29.5% | -3.6% | ||
| Q1 24 | -11.6% | 3.5% |
资本支出强度AMBASSYS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 3.2% | ||
| Q2 25 | 5.3% | 5.3% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | 1.3% | ||
| Q2 24 | 2.1% | 1.8% | ||
| Q1 24 | 3.7% | 1.6% |
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% |
SSYS
暂无分部数据
