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安霸（AMBA）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是安霸的1.4倍（$151.7M vs $108.5M），Tarsus Pharmaceuticals, Inc.净利率更高（-5.5% vs -13.9%，领先8.4%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 31.2%），安霸自由现金流更多（$31.4M vs $13.0M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 45.0%）
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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
AMBA vs TARS — 直观对比
营收规模更大
TARS
是对方的1.4倍
$108.5M
营收增速更快
TARS
高出97.2%
31.2%
净利率更高
TARS
高出8.4%
-13.9%
自由现金流更多
AMBA
多$18.4M
$13.0M
两年增速更快
TARS
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $151.7M |
| 净利润 | $-15.1M | $-8.4M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -5.3% |
| 净利率 | -13.9% | -5.5% |
| 营收同比 | 31.2% | 128.4% |
| 净利润同比 | 37.2% | 63.8% |
| 每股收益（稀释后） | $-0.35 | $-0.17 |
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AMBATARS
| Q4 25 | $108.5M | $151.7M | ||
| Q3 25 | $95.5M | $118.7M | ||
| Q2 25 | $85.9M | $102.7M | ||
| Q1 25 | $84.0M | $78.3M | ||
| Q4 24 | $82.7M | $66.4M | ||
| Q3 24 | $63.7M | $48.1M | ||
| Q2 24 | $54.5M | $40.8M | ||
| Q1 24 | $51.6M | $27.6M |
净利润AMBATARS
| Q4 25 | $-15.1M | $-8.4M | ||
| Q3 25 | $-20.0M | $-12.6M | ||
| Q2 25 | $-24.3M | $-20.3M | ||
| Q1 25 | $-20.2M | $-25.1M | ||
| Q4 24 | $-24.1M | $-23.1M | ||
| Q3 24 | $-34.9M | $-23.4M | ||
| Q2 24 | $-37.9M | $-33.3M | ||
| Q1 24 | $-60.6M | $-35.7M |
毛利率AMBATARS
| 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% | — | ||
| Q1 24 | 59.8% | — |
营业利润率AMBATARS
| Q4 25 | -15.0% | -5.3% | ||
| Q3 25 | -23.0% | -12.2% | ||
| Q2 25 | -30.1% | -21.6% | ||
| Q1 25 | -30.2% | -33.5% | ||
| Q4 24 | -30.9% | -36.8% | ||
| Q3 24 | -56.9% | -52.3% | ||
| Q2 24 | -72.4% | -81.6% | ||
| Q1 24 | -80.8% | -136.5% |
净利率AMBATARS
| Q4 25 | -13.9% | -5.5% | ||
| Q3 25 | -20.9% | -10.6% | ||
| Q2 25 | -28.3% | -19.8% | ||
| Q1 25 | -24.1% | -32.1% | ||
| Q4 24 | -29.1% | -34.8% | ||
| Q3 24 | -54.8% | -48.7% | ||
| Q2 24 | -69.6% | -81.6% | ||
| Q1 24 | -117.4% | -129.4% |
每股收益（稀释后）AMBATARS
| Q4 25 | $-0.35 | $-0.17 | ||
| Q3 25 | $-0.47 | $-0.30 | ||
| Q2 25 | $-0.58 | $-0.48 | ||
| Q1 25 | $-0.48 | $-0.64 | ||
| Q4 24 | $-0.58 | $-0.57 | ||
| Q3 24 | $-0.85 | $-0.61 | ||
| Q2 24 | $-0.93 | $-0.88 | ||
| Q1 24 | $-1.51 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $590.1M | $343.4M |
| 总资产 | $751.9M | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AMBATARS
| Q4 25 | $174.1M | $417.3M | ||
| Q3 25 | $142.7M | $401.8M | ||
| Q2 25 | $141.3M | $381.1M | ||
| Q1 25 | $144.6M | $407.9M | ||
| Q4 24 | $127.1M | $291.4M | ||
| Q3 24 | $153.9M | $317.0M | ||
| Q2 24 | $131.8M | $323.6M | ||
| Q1 24 | $144.9M | $298.5M |
总债务AMBATARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益AMBATARS
| Q4 25 | $590.1M | $343.4M | ||
| Q3 25 | $576.5M | $335.1M | ||
| Q2 25 | $572.7M | $332.6M | ||
| Q1 25 | $561.4M | $342.5M | ||
| Q4 24 | $554.3M | $224.5M | ||
| Q3 24 | $547.6M | $237.5M | ||
| Q2 24 | $555.4M | $252.2M | ||
| Q1 24 | $559.9M | $275.2M |
总资产AMBATARS
| Q4 25 | $751.9M | $562.2M | ||
| Q3 25 | $706.4M | $534.6M | ||
| Q2 25 | $701.9M | $495.0M | ||
| Q1 25 | $689.0M | $500.8M | ||
| Q4 24 | $670.8M | $377.0M | ||
| Q3 24 | $650.3M | $376.3M | ||
| Q2 24 | $638.7M | $376.8M | ||
| Q1 24 | $657.7M | $349.3M |
负债/权益比AMBATARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $13.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 8.6% |
| 资本支出强度资本支出/营收 | 2.7% | 4.2% |
| 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 | $-22.3M |
8季度趋势，按日历期对齐
经营现金流AMBATARS
| Q4 25 | $34.3M | $19.3M | ||
| Q3 25 | $5.5M | $18.3M | ||
| Q2 25 | $14.8M | $-29.4M | ||
| Q1 25 | $25.4M | $-20.7M | ||
| Q4 24 | $6.6M | $-22.2M | ||
| Q3 24 | $16.7M | $-8.7M | ||
| Q2 24 | $-15.0M | $-14.4M | ||
| Q1 24 | $-4.0M | $-37.8M |
自由现金流AMBATARS
| Q4 25 | $31.4M | $13.0M | ||
| Q3 25 | $1.4M | $16.3M | ||
| Q2 25 | $10.2M | $-30.4M | ||
| Q1 25 | $21.2M | $-21.2M | ||
| Q4 24 | $4.1M | $-22.3M | ||
| Q3 24 | $14.2M | $-8.9M | ||
| Q2 24 | $-16.1M | $-15.4M | ||
| Q1 24 | $-6.0M | $-38.0M |
自由现金流率AMBATARS
| Q4 25 | 29.0% | 8.6% | ||
| Q3 25 | 1.4% | 13.8% | ||
| Q2 25 | 11.9% | -29.6% | ||
| Q1 25 | 25.3% | -27.1% | ||
| Q4 24 | 5.0% | -33.5% | ||
| Q3 24 | 22.2% | -18.6% | ||
| Q2 24 | -29.5% | -37.8% | ||
| Q1 24 | -11.6% | -137.5% |
资本支出强度AMBATARS
| Q4 25 | 2.7% | 4.2% | ||
| Q3 25 | 4.3% | 1.6% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.0% | 0.8% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.6% | ||
| Q2 24 | 2.1% | 2.5% | ||
| Q1 24 | 3.7% | 0.6% |
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% |
TARS
暂无分部数据
