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安霸（AMBA）与合众银行（WASH）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合众银行的1.9倍（$108.5M vs $57.8M），合众银行净利率更高（21.8% vs -13.9%，领先35.7%），过去两年安霸的营收复合增速更高（45.0% vs 9.5%）
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。
美国合众银行是一家美国跨国金融机构，总部位于明尼苏达州明尼阿波利斯，在特拉华州注册成立。截至2025年，该银行为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的金融机构。它主营银行、投资、抵押贷款等多元金融业务。
AMBA vs WASH — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$57.8M
净利率更高
WASH
高出35.7%
-13.9%
两年增速更快
AMBA
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $57.8M |
| 净利润 | $-15.1M | $12.6M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | — |
| 净利率 | -13.9% | 21.8% |
| 营收同比 | 31.2% | — |
| 净利润同比 | 37.2% | 3.5% |
| 每股收益（稀释后） | $-0.35 | $0.66 |
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AMBAWASH
| Q1 26 | — | $57.8M | ||
| Q4 25 | $108.5M | $59.3M | ||
| Q3 25 | $95.5M | $56.5M | ||
| Q2 25 | $85.9M | $54.3M | ||
| Q1 25 | $84.0M | $59.1M | ||
| Q4 24 | $82.7M | $12.4M | ||
| Q3 24 | $63.7M | $48.5M | ||
| Q2 24 | $54.5M | $48.2M |
净利润AMBAWASH
| Q1 26 | — | $12.6M | ||
| Q4 25 | $-15.1M | $16.0M | ||
| Q3 25 | $-20.0M | $10.8M | ||
| Q2 25 | $-24.3M | $13.2M | ||
| Q1 25 | $-20.2M | $12.2M | ||
| Q4 24 | $-24.1M | $-60.8M | ||
| Q3 24 | $-34.9M | $11.0M | ||
| Q2 24 | $-37.9M | $10.8M |
毛利率AMBAWASH
| 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AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 34.9% | ||
| Q3 25 | -23.0% | 24.7% | ||
| Q2 25 | -30.1% | 31.6% | ||
| Q1 25 | -30.2% | 26.5% | ||
| Q4 24 | -30.9% | -648.7% | ||
| Q3 24 | -56.9% | 28.5% | ||
| Q2 24 | -72.4% | 28.7% |
净利率AMBAWASH
| Q1 26 | — | 21.8% | ||
| Q4 25 | -13.9% | 27.0% | ||
| Q3 25 | -20.9% | 19.2% | ||
| Q2 25 | -28.3% | 24.4% | ||
| Q1 25 | -24.1% | 20.6% | ||
| Q4 24 | -29.1% | -491.4% | ||
| Q3 24 | -54.8% | 22.6% | ||
| Q2 24 | -69.6% | 22.4% |
每股收益（稀释后）AMBAWASH
| Q1 26 | — | $0.66 | ||
| Q4 25 | $-0.35 | $0.84 | ||
| Q3 25 | $-0.47 | $0.56 | ||
| Q2 25 | $-0.58 | $0.68 | ||
| Q1 25 | $-0.48 | $0.63 | ||
| Q4 24 | $-0.58 | $-3.54 | ||
| Q3 24 | $-0.85 | $0.64 | ||
| Q2 24 | $-0.93 | $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 | $12.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $546.8M |
| 总资产 | $751.9M | $6.5B |
| 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AMBAWASH
| Q1 26 | — | $12.3M | ||
| 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 | — |
股东权益AMBAWASH
| Q1 26 | — | $546.8M | ||
| Q4 25 | $590.1M | $543.6M | ||
| Q3 25 | $576.5M | $533.0M | ||
| Q2 25 | $572.7M | $527.5M | ||
| Q1 25 | $561.4M | $521.7M | ||
| Q4 24 | $554.3M | $499.7M | ||
| Q3 24 | $547.6M | $502.2M | ||
| Q2 24 | $555.4M | $471.0M |
总资产AMBAWASH
| Q1 26 | — | $6.5B | ||
| Q4 25 | $751.9M | $6.6B | ||
| Q3 25 | $706.4M | $6.7B | ||
| Q2 25 | $701.9M | $6.7B | ||
| Q1 25 | $689.0M | $6.6B | ||
| Q4 24 | $670.8M | $6.9B | ||
| Q3 24 | $650.3M | $7.1B | ||
| Q2 24 | $638.7M | $7.2B |
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AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $80.3M | ||
| Q3 25 | $5.5M | $39.6M | ||
| Q2 25 | $14.8M | $11.3M | ||
| Q1 25 | $25.4M | $8.4M | ||
| Q4 24 | $6.6M | $57.7M | ||
| Q3 24 | $16.7M | $25.7M | ||
| Q2 24 | $-15.0M | $11.2M |
自由现金流AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $78.3M | ||
| Q3 25 | $1.4M | $39.3M | ||
| Q2 25 | $10.2M | $10.9M | ||
| Q1 25 | $21.2M | $8.4M | ||
| Q4 24 | $4.1M | $53.7M | ||
| Q3 24 | $14.2M | $24.4M | ||
| Q2 24 | $-16.1M | $9.6M |
自由现金流率AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 132.2% | ||
| Q3 25 | 1.4% | 69.6% | ||
| Q2 25 | 11.9% | 20.2% | ||
| Q1 25 | 25.3% | 14.2% | ||
| Q4 24 | 5.0% | 433.8% | ||
| Q3 24 | 22.2% | 50.4% | ||
| Q2 24 | -29.5% | 19.8% |
资本支出强度AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.4% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 32.3% | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 2.1% | 3.4% |
现金转化率AMBAWASH
| Q1 26 | — | — | ||
| Q4 25 | — | 5.03× | ||
| Q3 25 | — | 3.65× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.34× | ||
| Q2 24 | — | 1.03× |
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% |
WASH
| Net Interest Income | $40.5M | 70% |
| Noninterest Income | $17.3M | 30% |
