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安霸（AMBA）与Star Equity Holdings, Inc.（STRR）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Star Equity Holdings, Inc.的1.9倍（$108.5M vs $56.8M），Star Equity Holdings, Inc.净利率更高（-3.0% vs -13.9%，领先10.9%），Star Equity Holdings, Inc.同比增速更快（69.0% vs 31.2%），安霸自由现金流更多（$31.4M vs $-9.0M），过去两年安霸的营收复合增速更高（45.0% vs 29.5%）
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。
该公司信息存在混淆，Stars Equity Holdings, Inc.为一家投资控股企业，而描述提及的Artists Equity是由本·阿弗莱克和马特·达蒙两位演员兼制片人于2022年11月创立的美国制片公司。
AMBA vs STRR — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$56.8M
营收增速更快
STRR
高出37.8%
31.2%
净利率更高
STRR
高出10.9%
-13.9%
自由现金流更多
AMBA
多$40.4M
$-9.0M
两年增速更快
AMBA
近两年复合增速
29.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $56.8M |
| 净利润 | $-15.1M | $-1.7M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -0.2% |
| 净利率 | -13.9% | -3.0% |
| 营收同比 | 31.2% | 69.0% |
| 净利润同比 | 37.2% | -192.1% |
| 每股收益（稀释后） | $-0.35 | $-0.49 |
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AMBASTRR
| Q4 25 | $108.5M | $56.8M | ||
| Q3 25 | $95.5M | $48.0M | ||
| Q2 25 | $85.9M | $35.5M | ||
| Q1 25 | $84.0M | $31.9M | ||
| Q4 24 | $82.7M | $33.6M | ||
| Q3 24 | $63.7M | $36.9M | ||
| Q2 24 | $54.5M | $35.7M | ||
| Q1 24 | $51.6M | $33.9M |
净利润AMBASTRR
| Q4 25 | $-15.1M | $-1.7M | ||
| Q3 25 | $-20.0M | $-1.8M | ||
| Q2 25 | $-24.3M | $-688.0K | ||
| Q1 25 | $-20.2M | $-1.8M | ||
| Q4 24 | $-24.1M | $-585.0K | ||
| Q3 24 | $-34.9M | $-846.0K | ||
| Q2 24 | $-37.9M | $-441.0K | ||
| Q1 24 | $-60.6M | $-2.9M |
毛利率AMBASTRR
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | 43.0% | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | 50.5% | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
营业利润率AMBASTRR
| Q4 25 | -15.0% | -0.2% | ||
| Q3 25 | -23.0% | -3.4% | ||
| Q2 25 | -30.1% | -0.6% | ||
| Q1 25 | -30.2% | -5.4% | ||
| Q4 24 | -30.9% | -0.4% | ||
| Q3 24 | -56.9% | -1.2% | ||
| Q2 24 | -72.4% | -0.5% | ||
| Q1 24 | -80.8% | -9.0% |
净利率AMBASTRR
| Q4 25 | -13.9% | -3.0% | ||
| Q3 25 | -20.9% | -3.7% | ||
| Q2 25 | -28.3% | -1.9% | ||
| Q1 25 | -24.1% | -5.5% | ||
| Q4 24 | -29.1% | -1.7% | ||
| Q3 24 | -54.8% | -2.3% | ||
| Q2 24 | -69.6% | -1.2% | ||
| Q1 24 | -117.4% | -8.6% |
每股收益（稀释后）AMBASTRR
| Q4 25 | $-0.35 | $-0.49 | ||
| Q3 25 | $-0.47 | $-0.54 | ||
| Q2 25 | $-0.58 | $-0.23 | ||
| Q1 25 | $-0.48 | $-0.59 | ||
| Q4 24 | $-0.58 | $-0.21 | ||
| Q3 24 | $-0.85 | $-0.28 | ||
| Q2 24 | $-0.93 | $-0.15 | ||
| Q1 24 | $-1.51 | $-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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $65.7M |
| 总资产 | $751.9M | $113.2M |
| 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AMBASTRR
| Q4 25 | $174.1M | $10.3M | ||
| Q3 25 | $142.7M | $15.4M | ||
| Q2 25 | $141.3M | $16.8M | ||
| Q1 25 | $144.6M | $16.6M | ||
| Q4 24 | $127.1M | $17.0M | ||
| Q3 24 | $153.9M | $15.8M | ||
| Q2 24 | $131.8M | $14.7M | ||
| Q1 24 | $144.9M | $20.4M |
总债务AMBASTRR
| Q4 25 | — | — | ||
| Q3 25 | — | $6.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBASTRR
| Q4 25 | $590.1M | $65.7M | ||
| Q3 25 | $576.5M | $67.8M | ||
| Q2 25 | $572.7M | $40.1M | ||
| Q1 25 | $561.4M | $39.5M | ||
| Q4 24 | $554.3M | $40.4M | ||
| Q3 24 | $547.6M | $42.9M | ||
| Q2 24 | $555.4M | $42.6M | ||
| Q1 24 | $559.9M | $44.3M |
总资产AMBASTRR
| Q4 25 | $751.9M | $113.2M | ||
| Q3 25 | $706.4M | $117.1M | ||
| Q2 25 | $701.9M | $55.6M | ||
| Q1 25 | $689.0M | $53.2M | ||
| Q4 24 | $670.8M | $52.6M | ||
| Q3 24 | $650.3M | $52.6M | ||
| Q2 24 | $638.7M | $52.6M | ||
| Q1 24 | $657.7M | $52.6M |
负债/权益比AMBASTRR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-7.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-9.0M |
| 自由现金流率自由现金流/营收 | 29.0% | -15.8% |
| 资本支出强度资本支出/营收 | 2.7% | 3.0% |
| 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 | $-13.0M |
8季度趋势，按日历期对齐
经营现金流AMBASTRR
| Q4 25 | $34.3M | $-7.3M | ||
| Q3 25 | $5.5M | $-2.7M | ||
| Q2 25 | $14.8M | $139.0K | ||
| Q1 25 | $25.4M | $-802.0K | ||
| Q4 24 | $6.6M | $-2.8M | ||
| Q3 24 | $16.7M | $1.3M | ||
| Q2 24 | $-15.0M | $-4.3M | ||
| Q1 24 | $-4.0M | $-1.8M |
自由现金流AMBASTRR
| Q4 25 | $31.4M | $-9.0M | ||
| Q3 25 | $1.4M | $-3.4M | ||
| Q2 25 | $10.2M | $102.0K | ||
| Q1 25 | $21.2M | $-808.0K | ||
| Q4 24 | $4.1M | $-2.8M | ||
| Q3 24 | $14.2M | $1.3M | ||
| Q2 24 | $-16.1M | $-4.3M | ||
| Q1 24 | $-6.0M | $-1.8M |
自由现金流率AMBASTRR
| Q4 25 | 29.0% | -15.8% | ||
| Q3 25 | 1.4% | -7.0% | ||
| Q2 25 | 11.9% | 0.3% | ||
| Q1 25 | 25.3% | -2.5% | ||
| Q4 24 | 5.0% | -8.3% | ||
| Q3 24 | 22.2% | 3.4% | ||
| Q2 24 | -29.5% | -12.0% | ||
| Q1 24 | -11.6% | -5.3% |
资本支出强度AMBASTRR
| Q4 25 | 2.7% | 3.0% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.0% |
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% |
STRR
| Revenue From Other Contracts With Customers | $27.6M | 49% |
| Other | $24.3M | 43% |
| Energy Services Segment | $4.9M | 9% |
