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安霸（AMBA）与FIRST FINANCIAL CORP（THFF）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FIRST FINANCIAL CORP的1.5倍（$108.5M vs $70.5M），FIRST FINANCIAL CORP净利率更高（30.4% vs -13.9%，领先44.3%），安霸同比增速更快（31.2% vs 14.1%），FIRST FINANCIAL CORP自由现金流更多（$86.4M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 20.8%）
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。
第一美国金融公司是一家美国金融服务企业，主营为房地产与抵押贷款行业提供产权保险以及结算服务，深耕相关金融领域，是该细分赛道具备专业能力的服务提供商。
AMBA vs THFF — 直观对比
营收规模更大
AMBA
是对方的1.5倍
$70.5M
营收增速更快
AMBA
高出17.1%
14.1%
净利率更高
THFF
高出44.3%
-13.9%
自由现金流更多
THFF
多$55.0M
$31.4M
两年增速更快
AMBA
近两年复合增速
20.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $70.5M |
| 净利润 | $-15.1M | $21.5M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 37.4% |
| 净利率 | -13.9% | 30.4% |
| 营收同比 | 31.2% | 14.1% |
| 净利润同比 | 37.2% | 32.1% |
| 每股收益（稀释后） | $-0.35 | $1.81 |
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AMBATHFF
| Q4 25 | $108.5M | $70.5M | ||
| Q3 25 | $95.5M | $65.8M | ||
| Q2 25 | $85.9M | $63.1M | ||
| Q1 25 | $84.0M | $62.5M | ||
| Q4 24 | $82.7M | $61.8M | ||
| Q3 24 | $63.7M | $58.4M | ||
| Q2 24 | $54.5M | $49.2M | ||
| Q1 24 | $51.6M | $48.4M |
净利润AMBATHFF
| Q4 25 | $-15.1M | $21.5M | ||
| Q3 25 | $-20.0M | $20.8M | ||
| Q2 25 | $-24.3M | $18.6M | ||
| Q1 25 | $-20.2M | $18.4M | ||
| Q4 24 | $-24.1M | $16.2M | ||
| Q3 24 | $-34.9M | $8.7M | ||
| Q2 24 | $-37.9M | $11.4M | ||
| Q1 24 | $-60.6M | $10.9M |
毛利率AMBATHFF
| 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AMBATHFF
| Q4 25 | -15.0% | 37.4% | ||
| Q3 25 | -23.0% | 39.2% | ||
| Q2 25 | -30.1% | 36.2% | ||
| Q1 25 | -30.2% | 38.1% | ||
| Q4 24 | -30.9% | 32.4% | ||
| Q3 24 | -56.9% | 17.9% | ||
| Q2 24 | -72.4% | 27.6% | ||
| Q1 24 | -80.8% | 27.2% |
净利率AMBATHFF
| Q4 25 | -13.9% | 30.4% | ||
| Q3 25 | -20.9% | 31.6% | ||
| Q2 25 | -28.3% | 29.5% | ||
| Q1 25 | -24.1% | 29.5% | ||
| Q4 24 | -29.1% | 26.3% | ||
| Q3 24 | -54.8% | 15.0% | ||
| Q2 24 | -69.6% | 23.1% | ||
| Q1 24 | -117.4% | 22.6% |
每股收益（稀释后）AMBATHFF
| Q4 25 | $-0.35 | $1.81 | ||
| Q3 25 | $-0.47 | $1.75 | ||
| Q2 25 | $-0.58 | $1.57 | ||
| Q1 25 | $-0.48 | $1.55 | ||
| Q4 24 | $-0.58 | $1.37 | ||
| Q3 24 | $-0.85 | $0.74 | ||
| Q2 24 | $-0.93 | $0.96 | ||
| Q1 24 | $-1.51 | $0.93 |
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 | — | $188.2M |
| 股东权益账面价值 | $590.1M | $650.9M |
| 总资产 | $751.9M | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资AMBATHFF
| 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AMBATHFF
| Q4 25 | — | $188.2M | ||
| Q3 25 | — | $170.5M | ||
| Q2 25 | — | $122.7M | ||
| Q1 25 | — | $124.9M | ||
| Q4 24 | — | $28.1M | ||
| Q3 24 | — | $30.5M | ||
| Q2 24 | — | $108.6M | ||
| Q1 24 | — | $58.6M |
股东权益AMBATHFF
| Q4 25 | $590.1M | $650.9M | ||
| Q3 25 | $576.5M | $622.2M | ||
| Q2 25 | $572.7M | $587.7M | ||
| Q1 25 | $561.4M | $571.9M | ||
| Q4 24 | $554.3M | $549.0M | ||
| Q3 24 | $547.6M | $566.0M | ||
| Q2 24 | $555.4M | $530.7M | ||
| Q1 24 | $559.9M | $520.8M |
总资产AMBATHFF
| Q4 25 | $751.9M | $5.8B | ||
| Q3 25 | $706.4M | $5.7B | ||
| Q2 25 | $701.9M | $5.6B | ||
| Q1 25 | $689.0M | $5.5B | ||
| Q4 24 | $670.8M | $5.6B | ||
| Q3 24 | $650.3M | $5.5B | ||
| Q2 24 | $638.7M | $4.9B | ||
| Q1 24 | $657.7M | $4.9B |
负债/权益比AMBATHFF
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.20× | ||
| 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 | $90.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $86.4M |
| 自由现金流率自由现金流/营收 | 29.0% | 122.5% |
| 资本支出强度资本支出/营收 | 2.7% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 4.21× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $144.3M |
8季度趋势，按日历期对齐
经营现金流AMBATHFF
| Q4 25 | $34.3M | $90.4M | ||
| Q3 25 | $5.5M | $26.9M | ||
| Q2 25 | $14.8M | $12.7M | ||
| Q1 25 | $25.4M | $21.1M | ||
| Q4 24 | $6.6M | $60.4M | ||
| Q3 24 | $16.7M | $23.3M | ||
| Q2 24 | $-15.0M | $8.8M | ||
| Q1 24 | $-4.0M | $12.4M |
自由现金流AMBATHFF
| Q4 25 | $31.4M | $86.4M | ||
| Q3 25 | $1.4M | $25.8M | ||
| Q2 25 | $10.2M | $11.6M | ||
| Q1 25 | $21.2M | $20.5M | ||
| Q4 24 | $4.1M | $54.3M | ||
| Q3 24 | $14.2M | $19.5M | ||
| Q2 24 | $-16.1M | $8.4M | ||
| Q1 24 | $-6.0M | $11.5M |
自由现金流率AMBATHFF
| Q4 25 | 29.0% | 122.5% | ||
| Q3 25 | 1.4% | 39.2% | ||
| Q2 25 | 11.9% | 18.4% | ||
| Q1 25 | 25.3% | 32.8% | ||
| Q4 24 | 5.0% | 87.8% | ||
| Q3 24 | 22.2% | 33.5% | ||
| Q2 24 | -29.5% | 17.2% | ||
| Q1 24 | -11.6% | 23.7% |
资本支出强度AMBATHFF
| Q4 25 | 2.7% | 5.6% | ||
| Q3 25 | 4.3% | 1.7% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 5.0% | 0.9% | ||
| Q4 24 | 3.0% | 9.9% | ||
| Q3 24 | 4.0% | 6.5% | ||
| Q2 24 | 2.1% | 0.7% | ||
| Q1 24 | 3.7% | 2.0% |
现金转化率AMBATHFF
| Q4 25 | — | 4.21× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 1.14× | ||
| Q4 24 | — | 3.72× | ||
| Q3 24 | — | 2.67× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 1.14× |
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% |
THFF
暂无分部数据
