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安霸（AMBA）与Thryv Holdings, Inc.（THRY）财务数据对比。点击上方公司名可切换其他公司
Thryv Holdings, Inc.的季度营收约是安霸的1.5倍（$167.7M vs $108.5M），Thryv Holdings, Inc.净利率更高（2.7% vs -13.9%，领先16.6%），安霸同比增速更快（31.2% vs -7.5%），安霸自由现金流更多（$31.4M vs $-5.5M），过去两年安霸的营收复合增速更高（45.0% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
AMBA vs THRY — 直观对比
营收规模更大
THRY
是对方的1.5倍
$108.5M
营收增速更快
AMBA
高出38.8%
-7.5%
净利率更高
THRY
高出16.6%
-13.9%
自由现金流更多
AMBA
多$36.9M
$-5.5M
两年增速更快
AMBA
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $167.7M |
| 净利润 | $-15.1M | $4.5M |
| 毛利率 | 59.6% | 65.2% |
| 营业利润率 | -15.0% | 37.3% |
| 净利率 | -13.9% | 2.7% |
| 营收同比 | 31.2% | -7.5% |
| 净利润同比 | 37.2% | 147.2% |
| 每股收益（稀释后） | $-0.35 | $0.10 |
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AMBATHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $108.5M | $191.6M | ||
| Q3 25 | $95.5M | $201.6M | ||
| Q2 25 | $85.9M | $210.5M | ||
| Q1 25 | $84.0M | $181.4M | ||
| Q4 24 | $82.7M | $186.6M | ||
| Q3 24 | $63.7M | $179.9M | ||
| Q2 24 | $54.5M | $224.1M |
净利润AMBATHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.1M | $-9.7M | ||
| Q3 25 | $-20.0M | $5.7M | ||
| Q2 25 | $-24.3M | $13.9M | ||
| Q1 25 | $-20.2M | $-9.6M | ||
| Q4 24 | $-24.1M | $7.9M | ||
| Q3 24 | $-34.9M | $-96.1M | ||
| Q2 24 | $-37.9M | $5.5M |
毛利率AMBATHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 59.6% | 68.0% | ||
| Q3 25 | 58.9% | 67.7% | ||
| Q2 25 | 60.0% | 69.7% | ||
| Q1 25 | 60.0% | 65.8% | ||
| Q4 24 | 60.6% | 65.9% | ||
| Q3 24 | 60.8% | 62.3% | ||
| Q2 24 | 60.9% | 66.3% |
营业利润率AMBATHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | -15.0% | 5.3% | ||
| Q3 25 | -23.0% | 9.9% | ||
| Q2 25 | -30.1% | 14.0% | ||
| Q1 25 | -30.2% | -1.7% | ||
| Q4 24 | -30.9% | -3.9% | ||
| Q3 24 | -56.9% | -49.2% | ||
| Q2 24 | -72.4% | 14.0% |
净利率AMBATHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | -13.9% | -5.0% | ||
| Q3 25 | -20.9% | 2.8% | ||
| Q2 25 | -28.3% | 6.6% | ||
| Q1 25 | -24.1% | -5.3% | ||
| Q4 24 | -29.1% | 4.2% | ||
| Q3 24 | -54.8% | -53.4% | ||
| Q2 24 | -69.6% | 2.5% |
每股收益（稀释后）AMBATHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $-0.35 | $-0.21 | ||
| Q3 25 | $-0.47 | $0.13 | ||
| Q2 25 | $-0.58 | $0.31 | ||
| Q1 25 | $-0.48 | $-0.22 | ||
| Q4 24 | $-0.58 | $0.28 | ||
| Q3 24 | $-0.85 | $-2.65 | ||
| Q2 24 | $-0.93 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $225.4M |
| 总资产 | $751.9M | $693.7M |
| 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AMBATHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $174.1M | $10.8M | ||
| Q3 25 | $142.7M | $11.6M | ||
| Q2 25 | $141.3M | $10.8M | ||
| Q1 25 | $144.6M | $11.0M | ||
| Q4 24 | $127.1M | $16.3M | ||
| Q3 24 | $153.9M | $12.5M | ||
| Q2 24 | $131.8M | $15.5M |
总债务AMBATHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M |
股东权益AMBATHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $590.1M | $218.1M | ||
| Q3 25 | $576.5M | $221.1M | ||
| Q2 25 | $572.7M | $214.9M | ||
| Q1 25 | $561.4M | $193.2M | ||
| Q4 24 | $554.3M | $196.9M | ||
| Q3 24 | $547.6M | $94.5M | ||
| Q2 24 | $555.4M | $183.1M |
总资产AMBATHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $751.9M | $688.6M | ||
| Q3 25 | $706.4M | $701.8M | ||
| Q2 25 | $701.9M | $687.7M | ||
| Q1 25 | $689.0M | $703.7M | ||
| Q4 24 | $670.8M | $712.2M | ||
| Q3 24 | $650.3M | $654.8M | ||
| Q2 24 | $638.7M | $785.5M |
负债/权益比AMBATHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-5.5M |
| 自由现金流率自由现金流/营收 | 29.0% | -3.3% |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | $43.3M |
8季度趋势，按日历期对齐
经营现金流AMBATHRY
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $22.2M | ||
| Q3 25 | $5.5M | $22.2M | ||
| Q2 25 | $14.8M | $29.6M | ||
| Q1 25 | $25.4M | $-10.5M | ||
| Q4 24 | $6.6M | $26.1M | ||
| Q3 24 | $16.7M | $36.0M | ||
| Q2 24 | $-15.0M | $22.2M |
自由现金流AMBATHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | $31.4M | $12.3M | ||
| Q3 25 | $1.4M | $14.6M | ||
| Q2 25 | $10.2M | $21.8M | ||
| Q1 25 | $21.2M | $-17.6M | ||
| Q4 24 | $4.1M | $17.3M | ||
| Q3 24 | $14.2M | $27.5M | ||
| Q2 24 | $-16.1M | $13.3M |
自由现金流率AMBATHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | 29.0% | 6.4% | ||
| Q3 25 | 1.4% | 7.2% | ||
| Q2 25 | 11.9% | 10.4% | ||
| Q1 25 | 25.3% | -9.7% | ||
| Q4 24 | 5.0% | 9.3% | ||
| Q3 24 | 22.2% | 15.3% | ||
| Q2 24 | -29.5% | 5.9% |
资本支出强度AMBATHRY
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 5.2% | ||
| Q3 25 | 4.3% | 3.8% | ||
| Q2 25 | 5.3% | 3.7% | ||
| Q1 25 | 5.0% | 3.9% | ||
| Q4 24 | 3.0% | 4.7% | ||
| Q3 24 | 4.0% | 4.7% | ||
| Q2 24 | 2.1% | 4.0% |
现金转化率AMBATHRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
