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安霸（AMBA）与WD 40 CO（WDFC）财务数据对比。点击上方公司名可切换其他公司
WD 40 CO的季度营收约是安霸的1.4倍（$154.4M vs $108.5M），WD 40 CO净利率更高（11.3% vs -13.9%，领先25.2%），安霸同比增速更快（31.2% vs 0.6%），安霸自由现金流更多（$31.4M vs $9.1M），过去两年安霸的营收复合增速更高（45.0% vs 5.4%）
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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
AMBA vs WDFC — 直观对比
营收规模更大
WDFC
是对方的1.4倍
$108.5M
营收增速更快
AMBA
高出30.6%
0.6%
净利率更高
WDFC
高出25.2%
-13.9%
自由现金流更多
AMBA
多$22.4M
$9.1M
两年增速更快
AMBA
近两年复合增速
5.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $154.4M |
| 净利润 | $-15.1M | $17.5M |
| 毛利率 | 59.6% | 56.2% |
| 营业利润率 | -15.0% | 15.1% |
| 净利率 | -13.9% | 11.3% |
| 营收同比 | 31.2% | 0.6% |
| 净利润同比 | 37.2% | -7.8% |
| 每股收益（稀释后） | $-0.35 | $1.28 |
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AMBAWDFC
| Q4 25 | $108.5M | $154.4M | ||
| Q3 25 | $95.5M | $163.5M | ||
| Q2 25 | $85.9M | $156.9M | ||
| Q1 25 | $84.0M | $146.1M | ||
| Q4 24 | $82.7M | $153.5M | ||
| Q3 24 | $63.7M | $156.0M | ||
| Q2 24 | $54.5M | $155.0M | ||
| Q1 24 | $51.6M | $139.1M |
净利润AMBAWDFC
| Q4 25 | $-15.1M | $17.5M | ||
| Q3 25 | $-20.0M | $21.2M | ||
| Q2 25 | $-24.3M | $21.0M | ||
| Q1 25 | $-20.2M | $29.9M | ||
| Q4 24 | $-24.1M | $18.9M | ||
| Q3 24 | $-34.9M | $16.8M | ||
| Q2 24 | $-37.9M | $19.8M | ||
| Q1 24 | $-60.6M | $15.5M |
毛利率AMBAWDFC
| Q4 25 | 59.6% | 56.2% | ||
| Q3 25 | 58.9% | 54.7% | ||
| Q2 25 | 60.0% | 56.2% | ||
| Q1 25 | 60.0% | 54.6% | ||
| Q4 24 | 60.6% | 54.8% | ||
| Q3 24 | 60.8% | 54.1% | ||
| Q2 24 | 60.9% | 53.1% | ||
| Q1 24 | 59.8% | 52.4% |
营业利润率AMBAWDFC
| Q4 25 | -15.0% | 15.1% | ||
| Q3 25 | -23.0% | 17.1% | ||
| Q2 25 | -30.1% | 17.4% | ||
| Q1 25 | -30.2% | 15.9% | ||
| Q4 24 | -30.9% | 16.4% | ||
| Q3 24 | -56.9% | 15.4% | ||
| Q2 24 | -72.4% | 17.5% | ||
| Q1 24 | -80.8% | 15.1% |
净利率AMBAWDFC
| Q4 25 | -13.9% | 11.3% | ||
| Q3 25 | -20.9% | 13.0% | ||
| Q2 25 | -28.3% | 13.4% | ||
| Q1 25 | -24.1% | 20.4% | ||
| Q4 24 | -29.1% | 12.3% | ||
| Q3 24 | -54.8% | 10.8% | ||
| Q2 24 | -69.6% | 12.8% | ||
| Q1 24 | -117.4% | 11.2% |
每股收益（稀释后）AMBAWDFC
| Q4 25 | $-0.35 | $1.28 | ||
| Q3 25 | $-0.47 | $1.57 | ||
| Q2 25 | $-0.58 | $1.54 | ||
| Q1 25 | $-0.48 | $2.19 | ||
| Q4 24 | $-0.58 | $1.39 | ||
| Q3 24 | $-0.85 | $1.23 | ||
| Q2 24 | $-0.93 | $1.46 | ||
| Q1 24 | $-1.51 | $1.14 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $590.1M | $264.1M |
| 总资产 | $751.9M | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资AMBAWDFC
| Q4 25 | $174.1M | $48.6M | ||
| Q3 25 | $142.7M | $58.1M | ||
| Q2 25 | $141.3M | $51.7M | ||
| Q1 25 | $144.6M | $53.0M | ||
| Q4 24 | $127.1M | $54.9M | ||
| Q3 24 | $153.9M | $46.7M | ||
| Q2 24 | $131.8M | $45.3M | ||
| Q1 24 | $144.9M | $55.4M |
总债务AMBAWDFC
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $85.9M |
股东权益AMBAWDFC
| Q4 25 | $590.1M | $264.1M | ||
| Q3 25 | $576.5M | $268.2M | ||
| Q2 25 | $572.7M | $257.1M | ||
| Q1 25 | $561.4M | $242.1M | ||
| Q4 24 | $554.3M | $226.3M | ||
| Q3 24 | $547.6M | $230.5M | ||
| Q2 24 | $555.4M | $222.2M | ||
| Q1 24 | $559.9M | $216.3M |
总资产AMBAWDFC
| Q4 25 | $751.9M | $459.7M | ||
| Q3 25 | $706.4M | $475.8M | ||
| Q2 25 | $701.9M | $456.0M | ||
| Q1 25 | $689.0M | $458.3M | ||
| Q4 24 | $670.8M | $447.3M | ||
| Q3 24 | $650.3M | $449.0M | ||
| Q2 24 | $638.7M | $443.6M | ||
| Q1 24 | $657.7M | $442.0M |
负债/权益比AMBAWDFC
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.40× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $9.1M |
| 自由现金流率自由现金流/营收 | 29.0% | 5.9% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $78.2M |
8季度趋势，按日历期对齐
经营现金流AMBAWDFC
| Q4 25 | $34.3M | $10.0M | ||
| Q3 25 | $5.5M | $29.9M | ||
| Q2 25 | $14.8M | $35.1M | ||
| Q1 25 | $25.4M | $8.0M | ||
| Q4 24 | $6.6M | $14.9M | ||
| Q3 24 | $16.7M | $27.2M | ||
| Q2 24 | $-15.0M | $19.9M | ||
| Q1 24 | $-4.0M | $18.0M |
自由现金流AMBAWDFC
| Q4 25 | $31.4M | $9.1M | ||
| Q3 25 | $1.4M | $28.6M | ||
| Q2 25 | $10.2M | $34.0M | ||
| Q1 25 | $21.2M | $6.6M | ||
| Q4 24 | $4.1M | $14.2M | ||
| Q3 24 | $14.2M | $26.4M | ||
| Q2 24 | $-16.1M | $18.7M | ||
| Q1 24 | $-6.0M | $16.7M |
自由现金流率AMBAWDFC
| Q4 25 | 29.0% | 5.9% | ||
| Q3 25 | 1.4% | 17.5% | ||
| Q2 25 | 11.9% | 21.6% | ||
| Q1 25 | 25.3% | 4.5% | ||
| Q4 24 | 5.0% | 9.3% | ||
| Q3 24 | 22.2% | 16.9% | ||
| Q2 24 | -29.5% | 12.0% | ||
| Q1 24 | -11.6% | 12.0% |
资本支出强度AMBAWDFC
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 4.3% | 0.8% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 0.9% | ||
| Q4 24 | 3.0% | 0.5% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 0.8% | ||
| Q1 24 | 3.7% | 0.9% |
现金转化率AMBAWDFC
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 1.16× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
