vs
安霸（AMBA）与合众银行（STBA）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合众银行的1.1倍（$108.5M vs $102.1M），合众银行净利率更高（34.4% vs -13.9%，领先48.3%），过去两年安霸的营收复合增速更高（45.0% vs 2.6%）
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。
合众银行是总部位于美国明尼苏达州明尼阿波利斯、注册地为特拉华州的跨国银行机构，截至2025年为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为系统重要性机构。旗下核心运营主体为美国合众银行全国协会，以“U.S. Bank”品牌开展业务，提供银行、投资、抵押贷款等多元金融服务。
AMBA vs STBA — 直观对比
营收规模更大
AMBA
是对方的1.1倍
$102.1M
净利率更高
STBA
高出48.3%
-13.9%
两年增速更快
AMBA
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $102.1M |
| 净利润 | $-15.1M | $35.1M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 34.4% |
| 营收同比 | 31.2% | — |
| 净利润同比 | 37.2% | 5.0% |
| 每股收益（稀释后） | $-0.35 | $0.94 |
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AMBASTBA
| Q1 26 | — | $102.1M | ||
| Q4 25 | $108.5M | $105.3M | ||
| Q3 25 | $95.5M | $103.0M | ||
| Q2 25 | $85.9M | $100.1M | ||
| Q1 25 | $84.0M | $93.8M | ||
| Q4 24 | $82.7M | $94.3M | ||
| Q3 24 | $63.7M | $96.4M | ||
| Q2 24 | $54.5M | $96.9M |
净利润AMBASTBA
| Q1 26 | — | $35.1M | ||
| Q4 25 | $-15.1M | $34.0M | ||
| Q3 25 | $-20.0M | $35.0M | ||
| Q2 25 | $-24.3M | $31.9M | ||
| Q1 25 | $-20.2M | $33.4M | ||
| Q4 24 | $-24.1M | $33.1M | ||
| Q3 24 | $-34.9M | $32.6M | ||
| Q2 24 | $-37.9M | $34.4M |
毛利率AMBASTBA
| 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AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 40.3% | ||
| Q3 25 | -23.0% | 42.6% | ||
| Q2 25 | -30.1% | 40.0% | ||
| Q1 25 | -30.2% | 44.5% | ||
| Q4 24 | -30.9% | 43.8% | ||
| Q3 24 | -56.9% | 43.0% | ||
| Q2 24 | -72.4% | 44.2% |
净利率AMBASTBA
| Q1 26 | — | 34.4% | ||
| Q4 25 | -13.9% | 32.3% | ||
| Q3 25 | -20.9% | 33.9% | ||
| Q2 25 | -28.3% | 31.9% | ||
| Q1 25 | -24.1% | 35.6% | ||
| Q4 24 | -29.1% | 35.1% | ||
| Q3 24 | -54.8% | 33.8% | ||
| Q2 24 | -69.6% | 35.5% |
每股收益（稀释后）AMBASTBA
| Q1 26 | — | $0.94 | ||
| Q4 25 | $-0.35 | $0.88 | ||
| Q3 25 | $-0.47 | $0.91 | ||
| Q2 25 | $-0.58 | $0.83 | ||
| Q1 25 | $-0.48 | $0.87 | ||
| Q4 24 | $-0.58 | $0.86 | ||
| Q3 24 | $-0.85 | $0.85 | ||
| Q2 24 | $-0.93 | $0.89 |
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 | — |
| 总债务越低越好 | — | $100.8M |
| 股东权益账面价值 | $590.1M | $1.4B |
| 总资产 | $751.9M | $9.9B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | $174.1M | $163.4M | ||
| Q3 25 | $142.7M | $196.2M | ||
| Q2 25 | $141.3M | $203.1M | ||
| Q1 25 | $144.6M | $211.8M | ||
| Q4 24 | $127.1M | $244.8M | ||
| Q3 24 | $153.9M | $228.1M | ||
| Q2 24 | $131.8M | $246.3M |
总债务AMBASTBA
| Q1 26 | — | $100.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMBASTBA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $590.1M | $1.5B | ||
| Q3 25 | $576.5M | $1.5B | ||
| Q2 25 | $572.7M | $1.4B | ||
| Q1 25 | $561.4M | $1.4B | ||
| Q4 24 | $554.3M | $1.4B | ||
| Q3 24 | $547.6M | $1.4B | ||
| Q2 24 | $555.4M | $1.3B |
总资产AMBASTBA
| Q1 26 | — | $9.9B | ||
| Q4 25 | $751.9M | $9.9B | ||
| Q3 25 | $706.4M | $9.8B | ||
| Q2 25 | $701.9M | $9.8B | ||
| Q1 25 | $689.0M | $9.7B | ||
| Q4 24 | $670.8M | $9.7B | ||
| Q3 24 | $650.3M | $9.6B | ||
| Q2 24 | $638.7M | $9.6B |
负债/权益比AMBASTBA
| Q1 26 | — | 0.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $133.6M | ||
| Q3 25 | $5.5M | $40.5M | ||
| Q2 25 | $14.8M | $28.3M | ||
| Q1 25 | $25.4M | $28.7M | ||
| Q4 24 | $6.6M | $173.4M | ||
| Q3 24 | $16.7M | $27.6M | ||
| Q2 24 | $-15.0M | $44.7M |
自由现金流AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $128.8M | ||
| Q3 25 | $1.4M | $39.9M | ||
| Q2 25 | $10.2M | $27.1M | ||
| Q1 25 | $21.2M | $27.0M | ||
| Q4 24 | $4.1M | $170.4M | ||
| Q3 24 | $14.2M | $26.9M | ||
| Q2 24 | $-16.1M | $43.9M |
自由现金流率AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 122.4% | ||
| Q3 25 | 1.4% | 38.7% | ||
| Q2 25 | 11.9% | 27.1% | ||
| Q1 25 | 25.3% | 28.8% | ||
| Q4 24 | 5.0% | 180.7% | ||
| Q3 24 | 22.2% | 28.0% | ||
| Q2 24 | -29.5% | 45.3% |
资本支出强度AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 4.5% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 5.3% | 1.2% | ||
| Q1 25 | 5.0% | 1.8% | ||
| Q4 24 | 3.0% | 3.1% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 2.1% | 0.9% |
现金转化率AMBASTBA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.93× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 5.24× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.30× |
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% |
STBA
| Net Interest Income | $88.4M | 87% |
| Noninterest Income | $13.6M | 13% |
