vs
安霸（AMBA）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是安霸的1.3倍（$137.5M vs $108.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs -13.9%，领先17.5%），安霸同比增速更快（31.2% vs 5.9%），安霸自由现金流更多（$31.4M vs $11.3M），过去两年安霸的营收复合增速更高（45.0% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
AMBA vs STRT — 直观对比
营收规模更大
STRT
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出25.4%
5.9%
净利率更高
STRT
高出17.5%
-13.9%
自由现金流更多
AMBA
多$20.2M
$11.3M
两年增速更快
AMBA
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $137.5M |
| 净利润 | $-15.1M | $4.9M |
| 毛利率 | 59.6% | 16.5% |
| 营业利润率 | -15.0% | 3.5% |
| 净利率 | -13.9% | 3.6% |
| 营收同比 | 31.2% | 5.9% |
| 净利润同比 | 37.2% | 275.1% |
| 每股收益（稀释后） | $-0.35 | $1.20 |
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AMBASTRT
| Q4 25 | $108.5M | $137.5M | ||
| Q3 25 | $95.5M | $152.4M | ||
| Q2 25 | $85.9M | $152.0M | ||
| Q1 25 | $84.0M | $144.1M | ||
| Q4 24 | $82.7M | $129.9M | ||
| Q3 24 | $63.7M | $139.1M | ||
| Q2 24 | $54.5M | — | ||
| Q1 24 | $51.6M | $140.8M |
净利润AMBASTRT
| Q4 25 | $-15.1M | $4.9M | ||
| Q3 25 | $-20.0M | $8.5M | ||
| Q2 25 | $-24.3M | $8.3M | ||
| Q1 25 | $-20.2M | $5.4M | ||
| Q4 24 | $-24.1M | $1.3M | ||
| Q3 24 | $-34.9M | $3.7M | ||
| Q2 24 | $-37.9M | — | ||
| Q1 24 | $-60.6M | $1.5M |
毛利率AMBASTRT
| Q4 25 | 59.6% | 16.5% | ||
| Q3 25 | 58.9% | 17.3% | ||
| Q2 25 | 60.0% | 16.7% | ||
| Q1 25 | 60.0% | 16.0% | ||
| Q4 24 | 60.6% | 13.2% | ||
| Q3 24 | 60.8% | 13.6% | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | 10.4% |
营业利润率AMBASTRT
| Q4 25 | -15.0% | 3.5% | ||
| Q3 25 | -23.0% | 6.9% | ||
| Q2 25 | -30.1% | 5.6% | ||
| Q1 25 | -30.2% | 4.9% | ||
| Q4 24 | -30.9% | 1.6% | ||
| Q3 24 | -56.9% | 3.6% | ||
| Q2 24 | -72.4% | — | ||
| Q1 24 | -80.8% | 1.4% |
净利率AMBASTRT
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | 5.6% | ||
| Q2 25 | -28.3% | 5.4% | ||
| Q1 25 | -24.1% | 3.7% | ||
| Q4 24 | -29.1% | 1.0% | ||
| Q3 24 | -54.8% | 2.7% | ||
| Q2 24 | -69.6% | — | ||
| Q1 24 | -117.4% | 1.1% |
每股收益（稀释后）AMBASTRT
| Q4 25 | $-0.35 | $1.20 | ||
| Q3 25 | $-0.47 | $2.07 | ||
| Q2 25 | $-0.58 | $2.02 | ||
| Q1 25 | $-0.48 | $1.32 | ||
| Q4 24 | $-0.58 | $0.32 | ||
| Q3 24 | $-0.85 | $0.92 | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $236.8M |
| 总资产 | $751.9M | $392.2M |
| 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AMBASTRT
| Q4 25 | $174.1M | $99.0M | ||
| Q3 25 | $142.7M | $90.5M | ||
| Q2 25 | $141.3M | $84.6M | ||
| Q1 25 | $144.6M | $62.1M | ||
| Q4 24 | $127.1M | $42.6M | ||
| Q3 24 | $153.9M | $34.4M | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | $9.6M |
股东权益AMBASTRT
| Q4 25 | $590.1M | $236.8M | ||
| Q3 25 | $576.5M | $230.5M | ||
| Q2 25 | $572.7M | $221.6M | ||
| Q1 25 | $561.4M | $210.7M | ||
| Q4 24 | $554.3M | $204.5M | ||
| Q3 24 | $547.6M | $203.0M | ||
| Q2 24 | $555.4M | — | ||
| Q1 24 | $559.9M | $193.8M |
总资产AMBASTRT
| Q4 25 | $751.9M | $392.2M | ||
| Q3 25 | $706.4M | $390.1M | ||
| Q2 25 | $701.9M | $391.5M | ||
| Q1 25 | $689.0M | $387.4M | ||
| Q4 24 | $670.8M | $355.9M | ||
| Q3 24 | $650.3M | $366.9M | ||
| Q2 24 | $638.7M | — | ||
| Q1 24 | $657.7M | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $11.3M |
| 自由现金流率自由现金流/营收 | 29.0% | 8.2% |
| 资本支出强度资本支出/营收 | 2.7% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $67.8M |
8季度趋势，按日历期对齐
经营现金流AMBASTRT
| Q4 25 | $34.3M | $13.9M | ||
| Q3 25 | $5.5M | $11.3M | ||
| Q2 25 | $14.8M | $30.2M | ||
| Q1 25 | $25.4M | $20.7M | ||
| Q4 24 | $6.6M | $9.4M | ||
| Q3 24 | $16.7M | $11.3M | ||
| Q2 24 | $-15.0M | — | ||
| Q1 24 | $-4.0M | $-309.0K |
自由现金流AMBASTRT
| Q4 25 | $31.4M | $11.3M | ||
| Q3 25 | $1.4M | $9.8M | ||
| Q2 25 | $10.2M | $27.2M | ||
| Q1 25 | $21.2M | $19.6M | ||
| Q4 24 | $4.1M | $8.5M | ||
| Q3 24 | $14.2M | $9.3M | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | $-2.0M |
自由现金流率AMBASTRT
| Q4 25 | 29.0% | 8.2% | ||
| Q3 25 | 1.4% | 6.4% | ||
| Q2 25 | 11.9% | 17.9% | ||
| Q1 25 | 25.3% | 13.6% | ||
| Q4 24 | 5.0% | 6.6% | ||
| Q3 24 | 22.2% | 6.7% | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | -1.4% |
资本支出强度AMBASTRT
| Q4 25 | 2.7% | 1.9% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 5.3% | 2.0% | ||
| Q1 25 | 5.0% | 0.8% | ||
| Q4 24 | 3.0% | 0.7% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | 1.2% |
现金转化率AMBASTRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
