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安霸（AMBA）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是安霸的1.8倍（$191.4M vs $108.5M），WAFD INC净利率更高（33.5% vs -13.9%，领先47.5%），安霸同比增速更快（31.2% vs 11.8%），WAFD INC自由现金流更多（$50.0M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 5.5%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
AMBA vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出19.4%
11.8%
净利率更高
WAFD
高出47.5%
-13.9%
自由现金流更多
WAFD
多$18.6M
$31.4M
两年增速更快
AMBA
近两年复合增速
5.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $191.4M |
| 净利润 | $-15.1M | $64.2M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 43.0% |
| 净利率 | -13.9% | 33.5% |
| 营收同比 | 31.2% | 11.8% |
| 净利润同比 | 37.2% | 35.8% |
| 每股收益（稀释后） | $-0.35 | $0.79 |
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AMBAWAFD
| Q4 25 | $108.5M | $191.4M | ||
| Q3 25 | $95.5M | $188.3M | ||
| Q2 25 | $85.9M | $186.3M | ||
| Q1 25 | $84.0M | $179.8M | ||
| Q4 24 | $82.7M | $171.1M | ||
| Q3 24 | $63.7M | $188.7M | ||
| Q2 24 | $54.5M | $194.4M | ||
| Q1 24 | $51.6M | $172.0M |
净利润AMBAWAFD
| Q4 25 | $-15.1M | $64.2M | ||
| Q3 25 | $-20.0M | $60.6M | ||
| Q2 25 | $-24.3M | $62.0M | ||
| Q1 25 | $-20.2M | $56.3M | ||
| Q4 24 | $-24.1M | $47.3M | ||
| Q3 24 | $-34.9M | $61.1M | ||
| Q2 24 | $-37.9M | $64.6M | ||
| Q1 24 | $-60.6M | $15.9M |
毛利率AMBAWAFD
| 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AMBAWAFD
| Q4 25 | -15.0% | 43.0% | ||
| Q3 25 | -23.0% | 41.2% | ||
| Q2 25 | -30.1% | 42.8% | ||
| Q1 25 | -30.2% | 40.1% | ||
| Q4 24 | -30.9% | 35.2% | ||
| Q3 24 | -56.9% | 42.8% | ||
| Q2 24 | -72.4% | 42.6% | ||
| Q1 24 | -80.8% | 12.2% |
净利率AMBAWAFD
| Q4 25 | -13.9% | 33.5% | ||
| Q3 25 | -20.9% | 32.2% | ||
| Q2 25 | -28.3% | 33.3% | ||
| Q1 25 | -24.1% | 31.3% | ||
| Q4 24 | -29.1% | 27.6% | ||
| Q3 24 | -54.8% | 32.4% | ||
| Q2 24 | -69.6% | 33.2% | ||
| Q1 24 | -117.4% | 9.2% |
每股收益（稀释后）AMBAWAFD
| Q4 25 | $-0.35 | $0.79 | ||
| Q3 25 | $-0.47 | $0.71 | ||
| Q2 25 | $-0.58 | $0.73 | ||
| Q1 25 | $-0.48 | $0.65 | ||
| Q4 24 | $-0.58 | $0.54 | ||
| Q3 24 | $-0.85 | $0.73 | ||
| Q2 24 | $-0.93 | $0.75 | ||
| Q1 24 | $-1.51 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $3.0B |
| 总资产 | $751.9M | $27.3B |
| 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AMBAWAFD
| Q4 25 | $174.1M | $734.9M | ||
| Q3 25 | $142.7M | $657.3M | ||
| Q2 25 | $141.3M | $809.3M | ||
| Q1 25 | $144.6M | $1.2B | ||
| Q4 24 | $127.1M | $1.5B | ||
| Q3 24 | $153.9M | $2.4B | ||
| Q2 24 | $131.8M | $2.5B | ||
| Q1 24 | $144.9M | $1.5B |
股东权益AMBAWAFD
| Q4 25 | $590.1M | $3.0B | ||
| Q3 25 | $576.5M | $3.0B | ||
| Q2 25 | $572.7M | $3.0B | ||
| Q1 25 | $561.4M | $3.0B | ||
| Q4 24 | $554.3M | $3.0B | ||
| Q3 24 | $547.6M | $3.0B | ||
| Q2 24 | $555.4M | $3.0B | ||
| Q1 24 | $559.9M | $2.9B |
总资产AMBAWAFD
| Q4 25 | $751.9M | $27.3B | ||
| Q3 25 | $706.4M | $26.7B | ||
| Q2 25 | $701.9M | $26.7B | ||
| Q1 25 | $689.0M | $27.6B | ||
| Q4 24 | $670.8M | $27.7B | ||
| Q3 24 | $650.3M | $28.1B | ||
| Q2 24 | $638.7M | $28.6B | ||
| Q1 24 | $657.7M | $30.1B |
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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $50.0M |
| 自由现金流率自由现金流/营收 | 29.0% | 26.1% |
| 资本支出强度资本支出/营收 | 2.7% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $377.9M |
8季度趋势，按日历期对齐
经营现金流AMBAWAFD
| Q4 25 | $34.3M | $60.5M | ||
| Q3 25 | $5.5M | $237.0M | ||
| Q2 25 | $14.8M | $58.0M | ||
| Q1 25 | $25.4M | $72.1M | ||
| Q4 24 | $6.6M | $49.4M | ||
| Q3 24 | $16.7M | $439.2M | ||
| Q2 24 | $-15.0M | $63.1M | ||
| Q1 24 | $-4.0M | $169.2M |
自由现金流AMBAWAFD
| Q4 25 | $31.4M | $50.0M | ||
| Q3 25 | $1.4M | $208.2M | ||
| Q2 25 | $10.2M | $53.1M | ||
| Q1 25 | $21.2M | $66.6M | ||
| Q4 24 | $4.1M | $43.0M | ||
| Q3 24 | $14.2M | $414.6M | ||
| Q2 24 | $-16.1M | $58.3M | ||
| Q1 24 | $-6.0M | $164.8M |
自由现金流率AMBAWAFD
| Q4 25 | 29.0% | 26.1% | ||
| Q3 25 | 1.4% | 110.6% | ||
| Q2 25 | 11.9% | 28.5% | ||
| Q1 25 | 25.3% | 37.0% | ||
| Q4 24 | 5.0% | 25.1% | ||
| Q3 24 | 22.2% | 219.7% | ||
| Q2 24 | -29.5% | 30.0% | ||
| Q1 24 | -11.6% | 95.8% |
资本支出强度AMBAWAFD
| Q4 25 | 2.7% | 5.5% | ||
| Q3 25 | 4.3% | 15.2% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 3.1% | ||
| Q4 24 | 3.0% | 3.8% | ||
| Q3 24 | 4.0% | 13.1% | ||
| Q2 24 | 2.1% | 2.5% | ||
| Q1 24 | 3.7% | 2.6% |
现金转化率AMBAWAFD
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 3.91× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 10.65× |
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% |
WAFD
暂无分部数据
