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安霸（AMBA）与Wheels Up Experience Inc.（UP）财务数据对比。点击上方公司名可切换其他公司
Wheels Up Experience Inc.的季度营收约是安霸的1.7倍（$183.8M vs $108.5M），安霸净利率更高（-13.9% vs -15.7%，领先1.8%），安霸同比增速更快（31.2% vs -10.2%），安霸自由现金流更多（$31.4M vs $-58.3M），过去两年安霸的营收复合增速更高（45.0% vs -3.4%）
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。
Wheels Up是美国领先的按需私人航空服务提供商，也是全球规模最大的私人航空企业之一。公司由肯尼·迪希特创立于2013年，采用会员制按需服务的商业模式，会员可通过移动应用程序，从公司自有机队及第三方运营商处预订私人飞机出行。
AMBA vs UP — 直观对比
营收规模更大
UP
是对方的1.7倍
$108.5M
营收增速更快
AMBA
高出41.5%
-10.2%
净利率更高
AMBA
高出1.8%
-15.7%
自由现金流更多
AMBA
多$89.7M
$-58.3M
两年增速更快
AMBA
近两年复合增速
-3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $183.8M |
| 净利润 | $-15.1M | $-28.9M |
| 毛利率 | 59.6% | 14.3% |
| 营业利润率 | -15.0% | -0.9% |
| 净利率 | -13.9% | -15.7% |
| 营收同比 | 31.2% | -10.2% |
| 净利润同比 | 37.2% | 67.0% |
| 每股收益（稀释后） | $-0.35 | $-0.04 |
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AMBAUP
| Q4 25 | $108.5M | $183.8M | ||
| Q3 25 | $95.5M | $185.5M | ||
| Q2 25 | $85.9M | $189.6M | ||
| Q1 25 | $84.0M | $177.5M | ||
| Q4 24 | $82.7M | $204.8M | ||
| Q3 24 | $63.7M | $193.9M | ||
| Q2 24 | $54.5M | $196.3M | ||
| Q1 24 | $51.6M | $197.1M |
净利润AMBAUP
| Q4 25 | $-15.1M | $-28.9M | ||
| Q3 25 | $-20.0M | $-83.7M | ||
| Q2 25 | $-24.3M | $-82.3M | ||
| Q1 25 | $-20.2M | $-99.3M | ||
| Q4 24 | $-24.1M | $-87.5M | ||
| Q3 24 | $-34.9M | $-57.7M | ||
| Q2 24 | $-37.9M | $-97.0M | ||
| Q1 24 | $-60.6M | $-97.4M |
毛利率AMBAUP
| Q4 25 | 59.6% | 14.3% | ||
| Q3 25 | 58.9% | 6.8% | ||
| Q2 25 | 60.0% | 8.3% | ||
| Q1 25 | 60.0% | 10.8% | ||
| Q4 24 | 60.6% | 13.9% | ||
| Q3 24 | 60.8% | 13.9% | ||
| Q2 24 | 60.9% | 2.3% | ||
| Q1 24 | 59.8% | -0.6% |
营业利润率AMBAUP
| Q4 25 | -15.0% | -0.9% | ||
| Q3 25 | -23.0% | -33.1% | ||
| Q2 25 | -30.1% | -31.4% | ||
| Q1 25 | -30.2% | -45.5% | ||
| Q4 24 | -30.9% | -26.0% | ||
| Q3 24 | -56.9% | -21.6% | ||
| Q2 24 | -72.4% | -40.3% | ||
| Q1 24 | -80.8% | -42.9% |
净利率AMBAUP
| Q4 25 | -13.9% | -15.7% | ||
| Q3 25 | -20.9% | -45.1% | ||
| Q2 25 | -28.3% | -43.4% | ||
| Q1 25 | -24.1% | -55.9% | ||
| Q4 24 | -29.1% | -42.7% | ||
| Q3 24 | -54.8% | -29.8% | ||
| Q2 24 | -69.6% | -49.4% | ||
| Q1 24 | -117.4% | -49.4% |
每股收益（稀释后）AMBAUP
| Q4 25 | $-0.35 | $-0.04 | ||
| Q3 25 | $-0.47 | $-0.12 | ||
| Q2 25 | $-0.58 | $-0.12 | ||
| Q1 25 | $-0.48 | $-0.14 | ||
| Q4 24 | $-0.58 | $-0.13 | ||
| Q3 24 | $-0.85 | $-0.08 | ||
| Q2 24 | $-0.93 | $-0.14 | ||
| Q1 24 | $-1.51 | $-0.14 |
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 | $133.9M |
| 总债务越低越好 | — | $671.3M |
| 股东权益账面价值 | $590.1M | $-392.1M |
| 总资产 | $751.9M | $968.8M |
| 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AMBAUP
| Q4 25 | $174.1M | $133.9M | ||
| Q3 25 | $142.7M | $125.3M | ||
| Q2 25 | $141.3M | $107.0M | ||
| Q1 25 | $144.6M | $171.8M | ||
| Q4 24 | $127.1M | $216.4M | ||
| Q3 24 | $153.9M | $115.9M | ||
| Q2 24 | $131.8M | $141.5M | ||
| Q1 24 | $144.9M | $180.9M |
总债务AMBAUP
| Q4 25 | — | $671.3M | ||
| Q3 25 | — | $766.5M | ||
| Q2 25 | — | $770.5M | ||
| Q1 25 | — | $765.8M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | — | $596.9M | ||
| Q2 24 | — | $597.4M | ||
| Q1 24 | — | $603.2M |
股东权益AMBAUP
| Q4 25 | $590.1M | $-392.1M | ||
| Q3 25 | $576.5M | $-374.5M | ||
| Q2 25 | $572.7M | $-347.8M | ||
| Q1 25 | $561.4M | $-288.1M | ||
| Q4 24 | $554.3M | $-202.1M | ||
| Q3 24 | $547.6M | $-117.7M | ||
| Q2 24 | $555.4M | $-72.2M | ||
| Q1 24 | $559.9M | $936.0K |
总资产AMBAUP
| Q4 25 | $751.9M | $968.8M | ||
| Q3 25 | $706.4M | $973.0M | ||
| Q2 25 | $701.9M | $1.0B | ||
| Q1 25 | $689.0M | $1.1B | ||
| Q4 24 | $670.8M | $1.2B | ||
| Q3 24 | $650.3M | $1.0B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.2B |
负债/权益比AMBAUP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 644.43× |
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 | $-18.4M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-58.3M |
| 自由现金流率自由现金流/营收 | 29.0% | -31.7% |
| 资本支出强度资本支出/营收 | 2.7% | 21.7% |
| 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 | $-259.9M |
8季度趋势，按日历期对齐
经营现金流AMBAUP
| Q4 25 | $34.3M | $-18.4M | ||
| Q3 25 | $5.5M | $-37.1M | ||
| Q2 25 | $14.8M | $-62.9M | ||
| Q1 25 | $25.4M | $-47.9M | ||
| Q4 24 | $6.6M | $37.9M | ||
| Q3 24 | $16.7M | $-16.9M | ||
| Q2 24 | $-15.0M | $-25.2M | ||
| Q1 24 | $-4.0M | $-73.8M |
自由现金流AMBAUP
| Q4 25 | $31.4M | $-58.3M | ||
| Q3 25 | $1.4M | $-60.4M | ||
| Q2 25 | $10.2M | $-78.6M | ||
| Q1 25 | $21.2M | $-62.6M | ||
| Q4 24 | $4.1M | $-70.2M | ||
| Q3 24 | $14.2M | $-21.9M | ||
| Q2 24 | $-16.1M | $-30.8M | ||
| Q1 24 | $-6.0M | $-77.8M |
自由现金流率AMBAUP
| Q4 25 | 29.0% | -31.7% | ||
| Q3 25 | 1.4% | -32.6% | ||
| Q2 25 | 11.9% | -41.5% | ||
| Q1 25 | 25.3% | -35.3% | ||
| Q4 24 | 5.0% | -34.3% | ||
| Q3 24 | 22.2% | -11.3% | ||
| Q2 24 | -29.5% | -15.7% | ||
| Q1 24 | -11.6% | -39.5% |
资本支出强度AMBAUP
| Q4 25 | 2.7% | 21.7% | ||
| Q3 25 | 4.3% | 12.5% | ||
| Q2 25 | 5.3% | 8.3% | ||
| Q1 25 | 5.0% | 8.3% | ||
| Q4 24 | 3.0% | 52.8% | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 2.1% | 2.9% | ||
| Q1 24 | 3.7% | 2.0% |
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% |
UP
暂无分部数据
