vs
安霸(AMBA)与TOMPKINS FINANCIAL CORP(TMP)财务数据对比。点击上方公司名可切换其他公司
TOMPKINS FINANCIAL CORP的季度营收约是安霸的1.8倍($194.8M vs $108.5M),TOMPKINS FINANCIAL CORP净利率更高(49.4% vs -13.9%,领先63.3%),TOMPKINS FINANCIAL CORP同比增速更快(152.7% vs 31.2%),TOMPKINS FINANCIAL CORP自由现金流更多($31.9M vs $31.4M),过去两年TOMPKINS FINANCIAL CORP的营收复合增速更高(63.6% 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。
汤普金斯金融公司是一家小型多元化金融服务企业,总部位于纽约州伊萨卡,是汤普金斯信托银行及其他多家银行、一家保险代理机构和财富管理部门的母公司。
AMBA vs TMP — 直观对比
营收规模更大
TMP
是对方的1.8倍
$108.5M
营收增速更快
TMP
高出121.4%
31.2%
净利率更高
TMP
高出63.3%
-13.9%
自由现金流更多
TMP
多$537.0K
$31.4M
两年增速更快
TMP
近两年复合增速
45.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $108.5M | $194.8M |
| 净利润 | $-15.1M | $96.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 71.7% |
| 净利率 | -13.9% | 49.4% |
| 营收同比 | 31.2% | 152.7% |
| 净利润同比 | 37.2% | 388.9% |
| 每股收益(稀释后) | $-0.35 | $6.72 |
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
AMBA
TMP
| Q4 25 | $108.5M | $194.8M | ||
| Q3 25 | $95.5M | $87.4M | ||
| Q2 25 | $85.9M | $82.6M | ||
| Q1 25 | $84.0M | $81.7M | ||
| Q4 24 | $82.7M | $77.1M | ||
| Q3 24 | $63.7M | $76.6M | ||
| Q2 24 | $54.5M | $72.7M | ||
| Q1 24 | $51.6M | $72.8M |
净利润
AMBA
TMP
| Q4 25 | $-15.1M | $96.2M | ||
| Q3 25 | $-20.0M | $23.7M | ||
| Q2 25 | $-24.3M | $21.5M | ||
| Q1 25 | $-20.2M | $19.7M | ||
| Q4 24 | $-24.1M | $19.7M | ||
| Q3 24 | $-34.9M | $18.6M | ||
| Q2 24 | $-37.9M | $15.7M | ||
| Q1 24 | $-60.6M | $16.9M |
毛利率
AMBA
TMP
| 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
AMBA
TMP
| Q4 25 | -15.0% | 71.7% | ||
| Q3 25 | -23.0% | 35.6% | ||
| Q2 25 | -30.1% | 34.2% | ||
| Q1 25 | -30.2% | 31.6% | ||
| Q4 24 | -30.9% | 33.4% | ||
| Q3 24 | -56.9% | 32.0% | ||
| Q2 24 | -72.4% | 28.3% | ||
| Q1 24 | -80.8% | 30.4% |
净利率
AMBA
TMP
| Q4 25 | -13.9% | 49.4% | ||
| Q3 25 | -20.9% | 27.1% | ||
| Q2 25 | -28.3% | 26.0% | ||
| Q1 25 | -24.1% | 24.1% | ||
| Q4 24 | -29.1% | 25.5% | ||
| Q3 24 | -54.8% | 24.3% | ||
| Q2 24 | -69.6% | 21.6% | ||
| Q1 24 | -117.4% | 23.2% |
每股收益(稀释后)
AMBA
TMP
| Q4 25 | $-0.35 | $6.72 | ||
| Q3 25 | $-0.47 | $1.65 | ||
| Q2 25 | $-0.58 | $1.50 | ||
| Q1 25 | $-0.48 | $1.37 | ||
| Q4 24 | $-0.58 | $1.39 | ||
| Q3 24 | $-0.85 | $1.30 | ||
| Q2 24 | $-0.93 | $1.10 | ||
| Q1 24 | $-1.51 | $1.18 |
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 | $132.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $938.4M |
| 总资产 | $751.9M | $8.7B |
| 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
AMBA
TMP
| Q4 25 | $174.1M | $132.8M | ||
| Q3 25 | $142.7M | $193.5M | ||
| Q2 25 | $141.3M | $212.6M | ||
| Q1 25 | $144.6M | $193.1M | ||
| Q4 24 | $127.1M | $134.4M | ||
| Q3 24 | $153.9M | $132.3M | ||
| Q2 24 | $131.8M | $70.9M | ||
| Q1 24 | $144.9M | $57.1M |
股东权益
AMBA
TMP
| Q4 25 | $590.1M | $938.4M | ||
| Q3 25 | $576.5M | $788.8M | ||
| Q2 25 | $572.7M | $761.8M | ||
| Q1 25 | $561.4M | $741.4M | ||
| Q4 24 | $554.3M | $713.4M | ||
| Q3 24 | $547.6M | $719.9M | ||
| Q2 24 | $555.4M | $674.6M | ||
| Q1 24 | $559.9M | $667.9M |
总资产
AMBA
TMP
| Q4 25 | $751.9M | $8.7B | ||
| Q3 25 | $706.4M | $8.5B | ||
| Q2 25 | $701.9M | $8.4B | ||
| Q1 25 | $689.0M | $8.2B | ||
| Q4 24 | $670.8M | $8.1B | ||
| Q3 24 | $650.3M | $8.0B | ||
| Q2 24 | $638.7M | $7.9B | ||
| Q1 24 | $657.7M | $7.8B |
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 | $38.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $31.9M |
| 自由现金流率自由现金流/营收 | 29.0% | 16.4% |
| 资本支出强度资本支出/营收 | 2.7% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 0.40× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $105.0M |
8季度趋势,按日历期对齐
经营现金流
AMBA
TMP
| Q4 25 | $34.3M | $38.9M | ||
| Q3 25 | $5.5M | $34.9M | ||
| Q2 25 | $14.8M | $18.9M | ||
| Q1 25 | $25.4M | $22.2M | ||
| Q4 24 | $6.6M | $95.0M | ||
| Q3 24 | $16.7M | $21.2M | ||
| Q2 24 | $-15.0M | $27.3M | ||
| Q1 24 | $-4.0M | $23.2M |
自由现金流
AMBA
TMP
| Q4 25 | $31.4M | $31.9M | ||
| Q3 25 | $1.4M | $33.9M | ||
| Q2 25 | $10.2M | $18.3M | ||
| Q1 25 | $21.2M | $20.9M | ||
| Q4 24 | $4.1M | $88.8M | ||
| Q3 24 | $14.2M | $18.9M | ||
| Q2 24 | $-16.1M | $26.3M | ||
| Q1 24 | $-6.0M | $21.9M |
自由现金流率
AMBA
TMP
| Q4 25 | 29.0% | 16.4% | ||
| Q3 25 | 1.4% | 38.8% | ||
| Q2 25 | 11.9% | 22.1% | ||
| Q1 25 | 25.3% | 25.5% | ||
| Q4 24 | 5.0% | 115.1% | ||
| Q3 24 | 22.2% | 24.7% | ||
| Q2 24 | -29.5% | 36.2% | ||
| Q1 24 | -11.6% | 30.0% |
资本支出强度
AMBA
TMP
| Q4 25 | 2.7% | 3.6% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 5.3% | 0.8% | ||
| Q1 25 | 5.0% | 1.7% | ||
| Q4 24 | 3.0% | 8.1% | ||
| Q3 24 | 4.0% | 2.9% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 1.9% |
现金转化率
AMBA
TMP
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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% |
TMP
暂无分部数据