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安霸（AMBA）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是安霸的1.8倍（$199.5M vs $108.5M），VIRTUS INVESTMENT PARTNERS, INC.净利率更高（3.6% vs -13.9%，领先17.5%），安霸同比增速更快（31.2% vs -4.1%），过去两年安霸的营收复合增速更高（45.0% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
AMBA vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出35.3%
-4.1%
净利率更高
VRTS
高出17.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
-5.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $199.5M |
| 净利润 | $-15.1M | $7.1M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 7.7% |
| 净利率 | -13.9% | 3.6% |
| 营收同比 | 31.2% | -4.1% |
| 净利润同比 | 37.2% | -78.1% |
| 每股收益（稀释后） | $-0.35 | $1.05 |
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AMBAVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $108.5M | $208.0M | ||
| Q3 25 | $95.5M | $216.4M | ||
| Q2 25 | $85.9M | $210.5M | ||
| Q1 25 | $84.0M | $217.9M | ||
| Q4 24 | $82.7M | $233.5M | ||
| Q3 24 | $63.7M | $227.0M | ||
| Q2 24 | $54.5M | $224.4M |
净利润AMBAVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $-15.1M | $33.9M | ||
| Q3 25 | $-20.0M | $31.3M | ||
| Q2 25 | $-24.3M | $42.7M | ||
| Q1 25 | $-20.2M | $28.1M | ||
| Q4 24 | $-24.1M | $39.5M | ||
| Q3 24 | $-34.9M | $49.1M | ||
| Q2 24 | $-37.9M | $26.0M |
毛利率AMBAVRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMBAVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | -15.0% | 19.1% | ||
| Q3 25 | -23.0% | 21.7% | ||
| Q2 25 | -30.1% | 21.5% | ||
| Q1 25 | -30.2% | 16.8% | ||
| Q4 24 | -30.9% | 21.7% | ||
| Q3 24 | -56.9% | 24.3% | ||
| Q2 24 | -72.4% | 19.7% |
净利率AMBAVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | -13.9% | 16.3% | ||
| Q3 25 | -20.9% | 14.5% | ||
| Q2 25 | -28.3% | 20.3% | ||
| Q1 25 | -24.1% | 12.9% | ||
| Q4 24 | -29.1% | 16.9% | ||
| Q3 24 | -54.8% | 21.6% | ||
| Q2 24 | -69.6% | 11.6% |
每股收益（稀释后）AMBAVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $-0.35 | $5.15 | ||
| Q3 25 | $-0.47 | $4.65 | ||
| Q2 25 | $-0.58 | $6.12 | ||
| Q1 25 | $-0.48 | $4.05 | ||
| Q4 24 | $-0.58 | $4.65 | ||
| Q3 24 | $-0.85 | $5.71 | ||
| Q2 24 | $-0.93 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $93.6B |
| 总资产 | $751.9M | — |
| 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AMBAVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — |
总债务AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益AMBAVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $590.1M | $934.0M | ||
| Q3 25 | $576.5M | $918.7M | ||
| Q2 25 | $572.7M | $896.4M | ||
| Q1 25 | $561.4M | $893.7M | ||
| Q4 24 | $554.3M | $897.5M | ||
| Q3 24 | $547.6M | $889.0M | ||
| Q2 24 | $555.4M | $868.7M |
总资产AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | $751.9M | $4.3B | ||
| Q3 25 | $706.4M | $3.9B | ||
| Q2 25 | $701.9M | $3.7B | ||
| Q1 25 | $689.0M | $3.7B | ||
| Q4 24 | $670.8M | $4.0B | ||
| Q3 24 | $650.3M | $3.6B | ||
| Q2 24 | $638.7M | $3.6B |
负债/权益比AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $-67.2M | ||
| Q3 25 | $5.5M | $108.3M | ||
| Q2 25 | $14.8M | $75.8M | ||
| Q1 25 | $25.4M | $-3.8M | ||
| Q4 24 | $6.6M | $1.8M | ||
| Q3 24 | $16.7M | $69.1M | ||
| Q2 24 | $-15.0M | $70.0M |
自由现金流AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $-74.1M | ||
| Q3 25 | $1.4M | $106.9M | ||
| Q2 25 | $10.2M | $74.2M | ||
| Q1 25 | $21.2M | $-6.8M | ||
| Q4 24 | $4.1M | $-3.8M | ||
| Q3 24 | $14.2M | $68.7M | ||
| Q2 24 | $-16.1M | $68.6M |
自由现金流率AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | -35.6% | ||
| Q3 25 | 1.4% | 49.4% | ||
| Q2 25 | 11.9% | 35.2% | ||
| Q1 25 | 25.3% | -3.1% | ||
| Q4 24 | 5.0% | -1.6% | ||
| Q3 24 | 22.2% | 30.3% | ||
| Q2 24 | -29.5% | 30.6% |
资本支出强度AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.3% | ||
| Q3 25 | 4.3% | 0.7% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 2.1% | 0.6% |
现金转化率AMBAVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
