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安霸（AMBA）与Turning Point Brands, Inc.（TPB）财务数据对比。点击上方公司名可切换其他公司
Turning Point Brands, Inc.的季度营收约是安霸的1.1倍（$121.0M vs $108.5M），Turning Point Brands, Inc.净利率更高（6.8% vs -13.9%，领先20.7%），安霸同比增速更快（31.2% vs 29.2%），安霸自由现金流更多（$31.4M vs $21.5M），过去两年安霸的营收复合增速更高（45.0% vs 20.7%）
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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
AMBA vs TPB — 直观对比
营收规模更大
TPB
是对方的1.1倍
$108.5M
营收增速更快
AMBA
高出2.0%
29.2%
净利率更高
TPB
高出20.7%
-13.9%
自由现金流更多
AMBA
多$9.9M
$21.5M
两年增速更快
AMBA
近两年复合增速
20.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $121.0M |
| 净利润 | $-15.1M | $8.2M |
| 毛利率 | 59.6% | 55.9% |
| 营业利润率 | -15.0% | 16.5% |
| 净利率 | -13.9% | 6.8% |
| 营收同比 | 31.2% | 29.2% |
| 净利润同比 | 37.2% | 239.8% |
| 每股收益（稀释后） | $-0.35 | $0.40 |
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AMBATPB
| Q4 25 | $108.5M | $121.0M | ||
| Q3 25 | $95.5M | $119.0M | ||
| Q2 25 | $85.9M | $116.6M | ||
| Q1 25 | $84.0M | $106.4M | ||
| Q4 24 | $82.7M | $93.7M | ||
| Q3 24 | $63.7M | $90.7M | ||
| Q2 24 | $54.5M | $93.2M | ||
| Q1 24 | $51.6M | $83.1M |
净利润AMBATPB
| Q4 25 | $-15.1M | $8.2M | ||
| Q3 25 | $-20.0M | $21.1M | ||
| Q2 25 | $-24.3M | $14.5M | ||
| Q1 25 | $-20.2M | $14.4M | ||
| Q4 24 | $-24.1M | $2.4M | ||
| Q3 24 | $-34.9M | $12.4M | ||
| Q2 24 | $-37.9M | $13.0M | ||
| Q1 24 | $-60.6M | $12.0M |
毛利率AMBATPB
| Q4 25 | 59.6% | 55.9% | ||
| Q3 25 | 58.9% | 59.2% | ||
| Q2 25 | 60.0% | 57.1% | ||
| Q1 25 | 60.0% | 56.0% | ||
| Q4 24 | 60.6% | 56.0% | ||
| Q3 24 | 60.8% | 55.6% | ||
| Q2 24 | 60.9% | 54.1% | ||
| Q1 24 | 59.8% | 58.2% |
营业利润率AMBATPB
| Q4 25 | -15.0% | 16.5% | ||
| Q3 25 | -23.0% | 21.8% | ||
| Q2 25 | -30.1% | 22.6% | ||
| Q1 25 | -30.2% | 21.8% | ||
| Q4 24 | -30.9% | 19.1% | ||
| Q3 24 | -56.9% | 22.9% | ||
| Q2 24 | -72.4% | 24.5% | ||
| Q1 24 | -80.8% | 23.2% |
净利率AMBATPB
| Q4 25 | -13.9% | 6.8% | ||
| Q3 25 | -20.9% | 17.7% | ||
| Q2 25 | -28.3% | 12.4% | ||
| Q1 25 | -24.1% | 13.5% | ||
| Q4 24 | -29.1% | 2.6% | ||
| Q3 24 | -54.8% | 13.6% | ||
| Q2 24 | -69.6% | 14.0% | ||
| Q1 24 | -117.4% | 14.5% |
每股收益（稀释后）AMBATPB
| Q4 25 | $-0.35 | $0.40 | ||
| Q3 25 | $-0.47 | $1.13 | ||
| Q2 25 | $-0.58 | $0.79 | ||
| Q1 25 | $-0.48 | $0.79 | ||
| Q4 24 | $-0.58 | $0.15 | ||
| Q3 24 | $-0.85 | $0.68 | ||
| Q2 24 | $-0.93 | $0.68 | ||
| Q1 24 | $-1.51 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $372.0M |
| 总资产 | $751.9M | $763.8M |
| 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AMBATPB
| Q4 25 | $174.1M | $222.8M | ||
| Q3 25 | $142.7M | $201.2M | ||
| Q2 25 | $141.3M | $109.9M | ||
| Q1 25 | $144.6M | $99.6M | ||
| Q4 24 | $127.1M | $48.9M | ||
| Q3 24 | $153.9M | $33.6M | ||
| Q2 24 | $131.8M | $142.2M | ||
| Q1 24 | $144.9M | $130.9M |
股东权益AMBATPB
| Q4 25 | $590.1M | $372.0M | ||
| Q3 25 | $576.5M | $358.2M | ||
| Q2 25 | $572.7M | $224.8M | ||
| Q1 25 | $561.4M | $203.4M | ||
| Q4 24 | $554.3M | $190.4M | ||
| Q3 24 | $547.6M | $185.7M | ||
| Q2 24 | $555.4M | $172.8M | ||
| Q1 24 | $559.9M | $160.0M |
总资产AMBATPB
| Q4 25 | $751.9M | $763.8M | ||
| Q3 25 | $706.4M | $742.8M | ||
| Q2 25 | $701.9M | $595.8M | ||
| Q1 25 | $689.0M | $564.6M | ||
| Q4 24 | $670.8M | $493.4M | ||
| Q3 24 | $650.3M | $488.0M | ||
| Q2 24 | $638.7M | $591.6M | ||
| Q1 24 | $657.7M | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $21.5M |
| 自由现金流率自由现金流/营收 | 29.0% | 17.8% |
| 资本支出强度资本支出/营收 | 2.7% | 2.8% |
| 现金转化率经营现金流/净利润 | — | 3.03× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $43.8M |
8季度趋势，按日历期对齐
经营现金流AMBATPB
| Q4 25 | $34.3M | $24.9M | ||
| Q3 25 | $5.5M | $3.3M | ||
| Q2 25 | $14.8M | $11.8M | ||
| Q1 25 | $25.4M | $17.4M | ||
| Q4 24 | $6.6M | $17.7M | ||
| Q3 24 | $16.7M | $13.2M | ||
| Q2 24 | $-15.0M | $13.4M | ||
| Q1 24 | $-4.0M | $22.6M |
自由现金流AMBATPB
| Q4 25 | $31.4M | $21.5M | ||
| Q3 25 | $1.4M | $-721.0K | ||
| Q2 25 | $10.2M | $7.8M | ||
| Q1 25 | $21.2M | $15.2M | ||
| Q4 24 | $4.1M | $16.6M | ||
| Q3 24 | $14.2M | $12.6M | ||
| Q2 24 | $-16.1M | $10.9M | ||
| Q1 24 | $-6.0M | $22.3M |
自由现金流率AMBATPB
| Q4 25 | 29.0% | 17.8% | ||
| Q3 25 | 1.4% | -0.6% | ||
| Q2 25 | 11.9% | 6.7% | ||
| Q1 25 | 25.3% | 14.3% | ||
| Q4 24 | 5.0% | 17.8% | ||
| Q3 24 | 22.2% | 13.9% | ||
| Q2 24 | -29.5% | 11.7% | ||
| Q1 24 | -11.6% | 26.8% |
资本支出强度AMBATPB
| Q4 25 | 2.7% | 2.8% | ||
| Q3 25 | 4.3% | 3.4% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 5.0% | 2.1% | ||
| Q4 24 | 3.0% | 1.2% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 2.1% | 2.7% | ||
| Q1 24 | 3.7% | 0.4% |
现金转化率AMBATPB
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 7.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
