vs
安霸（AMBA）与null（SWIM）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null的1.1倍（$108.5M vs $100.0M），null净利率更高（-7.0% vs -13.9%，领先6.9%），安霸同比增速更快（31.2% vs 14.5%），安霸自由现金流更多（$31.4M vs $14.1M），过去两年安霸的营收复合增速更高（45.0% vs -4.9%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
AMBA vs SWIM — 直观对比
营收规模更大
AMBA
是对方的1.1倍
$100.0M
营收增速更快
AMBA
高出16.7%
14.5%
净利率更高
SWIM
高出6.9%
-13.9%
自由现金流更多
AMBA
多$17.3M
$14.1M
两年增速更快
AMBA
近两年复合增速
-4.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $100.0M |
| 净利润 | $-15.1M | $-7.0M |
| 毛利率 | 59.6% | 28.0% |
| 营业利润率 | -15.0% | -10.7% |
| 净利率 | -13.9% | -7.0% |
| 营收同比 | 31.2% | 14.5% |
| 净利润同比 | 37.2% | 76.0% |
| 每股收益（稀释后） | $-0.35 | $-0.06 |
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AMBASWIM
| Q4 25 | $108.5M | $100.0M | ||
| Q3 25 | $95.5M | $161.9M | ||
| Q2 25 | $85.9M | $172.6M | ||
| Q1 25 | $84.0M | $111.4M | ||
| Q4 24 | $82.7M | $87.3M | ||
| Q3 24 | $63.7M | $150.5M | ||
| Q2 24 | $54.5M | $160.1M | ||
| Q1 24 | $51.6M | $110.6M |
净利润AMBASWIM
| Q4 25 | $-15.1M | $-7.0M | ||
| Q3 25 | $-20.0M | $8.1M | ||
| Q2 25 | $-24.3M | $16.0M | ||
| Q1 25 | $-20.2M | $-6.0M | ||
| Q4 24 | $-24.1M | $-29.2M | ||
| Q3 24 | $-34.9M | $5.9M | ||
| Q2 24 | $-37.9M | $13.3M | ||
| Q1 24 | $-60.6M | $-7.9M |
毛利率AMBASWIM
| Q4 25 | 59.6% | 28.0% | ||
| Q3 25 | 58.9% | 35.4% | ||
| Q2 25 | 60.0% | 37.1% | ||
| Q1 25 | 60.0% | 29.5% | ||
| Q4 24 | 60.6% | 24.6% | ||
| Q3 24 | 60.8% | 32.4% | ||
| Q2 24 | 60.9% | 33.1% | ||
| Q1 24 | 59.8% | 27.7% |
营业利润率AMBASWIM
| Q4 25 | -15.0% | -10.7% | ||
| Q3 25 | -23.0% | 13.3% | ||
| Q2 25 | -30.1% | 14.3% | ||
| Q1 25 | -30.2% | -4.4% | ||
| Q4 24 | -30.9% | -14.9% | ||
| Q3 24 | -56.9% | 8.9% | ||
| Q2 24 | -72.4% | 12.5% | ||
| Q1 24 | -80.8% | -1.9% |
净利率AMBASWIM
| Q4 25 | -13.9% | -7.0% | ||
| Q3 25 | -20.9% | 5.0% | ||
| Q2 25 | -28.3% | 9.3% | ||
| Q1 25 | -24.1% | -5.4% | ||
| Q4 24 | -29.1% | -33.4% | ||
| Q3 24 | -54.8% | 3.9% | ||
| Q2 24 | -69.6% | 8.3% | ||
| Q1 24 | -117.4% | -7.1% |
每股收益（稀释后）AMBASWIM
| Q4 25 | $-0.35 | $-0.06 | ||
| Q3 25 | $-0.47 | $0.07 | ||
| Q2 25 | $-0.58 | $0.13 | ||
| Q1 25 | $-0.48 | $-0.05 | ||
| Q4 24 | $-0.58 | $-0.24 | ||
| Q3 24 | $-0.85 | $0.05 | ||
| Q2 24 | $-0.93 | $0.11 | ||
| Q1 24 | $-1.51 | $-0.07 |
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 | — | $279.8M |
| 股东权益账面价值 | $590.1M | $405.9M |
| 总资产 | $751.9M | $823.2M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AMBASWIM
| 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 | — | ||
| Q1 24 | $144.9M | — |
总债务AMBASWIM
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M | ||
| Q1 24 | — | $282.8M |
股东权益AMBASWIM
| Q4 25 | $590.1M | $405.9M | ||
| Q3 25 | $576.5M | $408.4M | ||
| Q2 25 | $572.7M | $398.4M | ||
| Q1 25 | $561.4M | $381.1M | ||
| Q4 24 | $554.3M | $387.2M | ||
| Q3 24 | $547.6M | $416.6M | ||
| Q2 24 | $555.4M | $408.1M | ||
| Q1 24 | $559.9M | $391.8M |
总资产AMBASWIM
| Q4 25 | $751.9M | $823.2M | ||
| Q3 25 | $706.4M | $844.4M | ||
| Q2 25 | $701.9M | $822.1M | ||
| Q1 25 | $689.0M | $824.6M | ||
| Q4 24 | $670.8M | $794.2M | ||
| Q3 24 | $650.3M | $853.4M | ||
| Q2 24 | $638.7M | $830.0M | ||
| Q1 24 | $657.7M | $808.6M |
负债/权益比AMBASWIM
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $14.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 14.1% |
| 资本支出强度资本支出/营收 | 2.7% | 9.2% |
| 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 | $38.0M |
8季度趋势，按日历期对齐
经营现金流AMBASWIM
| Q4 25 | $34.3M | $23.3M | ||
| Q3 25 | $5.5M | $51.0M | ||
| Q2 25 | $14.8M | $36.0M | ||
| Q1 25 | $25.4M | $-46.9M | ||
| Q4 24 | $6.6M | $6.2M | ||
| Q3 24 | $16.7M | $37.2M | ||
| Q2 24 | $-15.0M | $52.4M | ||
| Q1 24 | $-4.0M | $-34.5M |
自由现金流AMBASWIM
| Q4 25 | $31.4M | $14.1M | ||
| Q3 25 | $1.4M | $45.2M | ||
| Q2 25 | $10.2M | $29.1M | ||
| Q1 25 | $21.2M | $-50.3M | ||
| Q4 24 | $4.1M | $-98.0K | ||
| Q3 24 | $14.2M | $33.2M | ||
| Q2 24 | $-16.1M | $47.9M | ||
| Q1 24 | $-6.0M | $-39.9M |
自由现金流率AMBASWIM
| Q4 25 | 29.0% | 14.1% | ||
| Q3 25 | 1.4% | 27.9% | ||
| Q2 25 | 11.9% | 16.8% | ||
| Q1 25 | 25.3% | -45.2% | ||
| Q4 24 | 5.0% | -0.1% | ||
| Q3 24 | 22.2% | 22.1% | ||
| Q2 24 | -29.5% | 29.9% | ||
| Q1 24 | -11.6% | -36.0% |
资本支出强度AMBASWIM
| Q4 25 | 2.7% | 9.2% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | 5.0% | 3.1% | ||
| Q4 24 | 3.0% | 7.2% | ||
| Q3 24 | 4.0% | 2.7% | ||
| Q2 24 | 2.1% | 2.8% | ||
| Q1 24 | 3.7% | 4.8% |
现金转化率AMBASWIM
| Q4 25 | — | — | ||
| Q3 25 | — | 6.29× | ||
| Q2 25 | — | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| Q1 24 | — | — |
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% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
