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安霸（AMBA）与UNITED STATES LIME & MINERALS INC（USLM）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UNITED STATES LIME & MINERALS INC的1.2倍（$108.5M vs $87.9M），UNITED STATES LIME & MINERALS INC净利率更高（34.7% vs -13.9%，领先48.7%），安霸同比增速更快（31.2% vs 9.8%），安霸自由现金流更多（$31.4M vs $25.7M），过去两年安霸的营收复合增速更高（45.0% vs 10.8%）
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。
美国石灰矿产公司是总部位于美国的自然资源企业，主营高钙石灰、白云石石灰、石灰石及相关矿产制品，客户覆盖基建、钢铁制造、农业土壤改良、环保排放治理、工业加工等领域，业务主要辐射北美市场。
AMBA vs USLM — 直观对比
营收规模更大
AMBA
是对方的1.2倍
$87.9M
营收增速更快
AMBA
高出21.4%
9.8%
净利率更高
USLM
高出48.7%
-13.9%
自由现金流更多
AMBA
多$5.8M
$25.7M
两年增速更快
AMBA
近两年复合增速
10.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $87.9M |
| 净利润 | $-15.1M | $30.5M |
| 毛利率 | 59.6% | 48.0% |
| 营业利润率 | -15.0% | 41.0% |
| 净利率 | -13.9% | 34.7% |
| 营收同比 | 31.2% | 9.8% |
| 净利润同比 | 37.2% | 13.2% |
| 每股收益（稀释后） | $-0.35 | $1.06 |
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AMBAUSLM
| Q4 25 | $108.5M | $87.9M | ||
| Q3 25 | $95.5M | $102.0M | ||
| Q2 25 | $85.9M | $91.5M | ||
| Q1 25 | $84.0M | $91.3M | ||
| Q4 24 | $82.7M | $80.1M | ||
| Q3 24 | $63.7M | $89.4M | ||
| Q2 24 | $54.5M | $76.5M | ||
| Q1 24 | $51.6M | $71.7M |
净利润AMBAUSLM
| Q4 25 | $-15.1M | $30.5M | ||
| Q3 25 | $-20.0M | $38.8M | ||
| Q2 25 | $-24.3M | $30.8M | ||
| Q1 25 | $-20.2M | $34.1M | ||
| Q4 24 | $-24.1M | $27.0M | ||
| Q3 24 | $-34.9M | $33.4M | ||
| Q2 24 | $-37.9M | $26.1M | ||
| Q1 24 | $-60.6M | $22.4M |
毛利率AMBAUSLM
| Q4 25 | 59.6% | 48.0% | ||
| Q3 25 | 58.9% | 51.2% | ||
| Q2 25 | 60.0% | 45.8% | ||
| Q1 25 | 60.0% | 50.6% | ||
| Q4 24 | 60.6% | 44.3% | ||
| Q3 24 | 60.8% | 48.2% | ||
| Q2 24 | 60.9% | 45.5% | ||
| Q1 24 | 59.8% | 42.7% |
营业利润率AMBAUSLM
| Q4 25 | -15.0% | 41.0% | ||
| Q3 25 | -23.0% | 45.3% | ||
| Q2 25 | -30.1% | 39.0% | ||
| Q1 25 | -30.2% | 43.7% | ||
| Q4 24 | -30.9% | 38.8% | ||
| Q3 24 | -56.9% | 42.6% | ||
| Q2 24 | -72.4% | 39.1% | ||
| Q1 24 | -80.8% | 35.9% |
净利率AMBAUSLM
| Q4 25 | -13.9% | 34.7% | ||
| Q3 25 | -20.9% | 38.0% | ||
| Q2 25 | -28.3% | 33.7% | ||
| Q1 25 | -24.1% | 37.4% | ||
| Q4 24 | -29.1% | 33.7% | ||
| Q3 24 | -54.8% | 37.3% | ||
| Q2 24 | -69.6% | 34.0% | ||
| Q1 24 | -117.4% | 31.3% |
每股收益（稀释后）AMBAUSLM
| Q4 25 | $-0.35 | $1.06 | ||
| Q3 25 | $-0.47 | $1.35 | ||
| Q2 25 | $-0.58 | $1.07 | ||
| Q1 25 | $-0.48 | $1.19 | ||
| Q4 24 | $-0.58 | $-2.20 | ||
| Q3 24 | $-0.85 | $1.16 | ||
| Q2 24 | $-0.93 | $0.91 | ||
| Q1 24 | $-1.51 | $3.92 |
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 | $371.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $590.1M | $630.8M |
| 总资产 | $751.9M | $681.0M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMBAUSLM
| Q4 25 | $174.1M | $371.1M | ||
| Q3 25 | $142.7M | $349.5M | ||
| Q2 25 | $141.3M | $319.9M | ||
| Q1 25 | $144.6M | $300.6M | ||
| Q4 24 | $127.1M | $278.0M | ||
| Q3 24 | $153.9M | $255.0M | ||
| Q2 24 | $131.8M | $222.5M | ||
| Q1 24 | $144.9M | $207.0M |
总债务AMBAUSLM
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益AMBAUSLM
| Q4 25 | $590.1M | $630.8M | ||
| Q3 25 | $576.5M | $602.3M | ||
| Q2 25 | $572.7M | $563.3M | ||
| Q1 25 | $561.4M | $532.2M | ||
| Q4 24 | $554.3M | $497.7M | ||
| Q3 24 | $547.6M | $474.2M | ||
| Q2 24 | $555.4M | $441.1M | ||
| Q1 24 | $559.9M | $415.3M |
总资产AMBAUSLM
| Q4 25 | $751.9M | $681.0M | ||
| Q3 25 | $706.4M | $652.8M | ||
| Q2 25 | $701.9M | $607.4M | ||
| Q1 25 | $689.0M | $585.3M | ||
| Q4 24 | $670.8M | $543.2M | ||
| Q3 24 | $650.3M | $521.8M | ||
| Q2 24 | $638.7M | $484.2M | ||
| Q1 24 | $657.7M | $464.0M |
负债/权益比AMBAUSLM
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $45.6M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $25.7M |
| 自由现金流率自由现金流/营收 | 29.0% | 29.2% |
| 资本支出强度资本支出/营收 | 2.7% | 22.6% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $102.3M |
8季度趋势，按日历期对齐
经营现金流AMBAUSLM
| Q4 25 | $34.3M | $45.6M | ||
| Q3 25 | $5.5M | $45.9M | ||
| Q2 25 | $14.8M | $34.0M | ||
| Q1 25 | $25.4M | $39.4M | ||
| Q4 24 | $6.6M | $38.6M | ||
| Q3 24 | $16.7M | $39.0M | ||
| Q2 24 | $-15.0M | $21.2M | ||
| Q1 24 | $-4.0M | $27.2M |
自由现金流AMBAUSLM
| Q4 25 | $31.4M | $25.7M | ||
| Q3 25 | $1.4M | $31.3M | ||
| Q2 25 | $10.2M | $20.8M | ||
| Q1 25 | $21.2M | $24.6M | ||
| Q4 24 | $4.1M | $27.6M | ||
| Q3 24 | $14.2M | $33.9M | ||
| Q2 24 | $-16.1M | $16.8M | ||
| Q1 24 | $-6.0M | $20.3M |
自由现金流率AMBAUSLM
| Q4 25 | 29.0% | 29.2% | ||
| Q3 25 | 1.4% | 30.7% | ||
| Q2 25 | 11.9% | 22.7% | ||
| Q1 25 | 25.3% | 26.9% | ||
| Q4 24 | 5.0% | 34.4% | ||
| Q3 24 | 22.2% | 37.9% | ||
| Q2 24 | -29.5% | 21.9% | ||
| Q1 24 | -11.6% | 28.4% |
资本支出强度AMBAUSLM
| Q4 25 | 2.7% | 22.6% | ||
| Q3 25 | 4.3% | 14.4% | ||
| Q2 25 | 5.3% | 14.5% | ||
| Q1 25 | 5.0% | 16.3% | ||
| Q4 24 | 3.0% | 13.8% | ||
| Q3 24 | 4.0% | 5.8% | ||
| Q2 24 | 2.1% | 5.7% | ||
| Q1 24 | 3.7% | 9.5% |
现金转化率AMBAUSLM
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.17× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 1.21× |
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% |
USLM
暂无分部数据
