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安博教育（AMBO）与Stride, Inc.（LRN）财务数据对比。点击上方公司名可切换其他公司
Stride, Inc.的季度营收约是安博教育的228.2倍（$631.3M vs $2.8M）。安博教育净利率更高（64.2% vs 15.8%，领先48.4%）。安博教育同比增速更快（15.3% vs 7.5%）
安博教育控股有限公司是聚焦中国市场的教育服务提供商，业务涵盖K12课外辅导、职业技能培训、个性化学习方案定制等领域，依托数字技术与院校、企业开展合作，为全年龄段学习者提供优质教育资源。
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
AMBO vs LRN — 直观对比
营收规模更大
LRN
是对方的228.2倍
$2.8M
营收增速更快
AMBO
高出7.8%
7.5%
净利率更高
AMBO
高出48.4%
15.8%
损益表 — Q2 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8M | $631.3M |
| 净利润 | $1.8M | $99.5M |
| 毛利率 | 53.3% | 41.1% |
| 营业利润率 | 11.9% | 23.3% |
| 净利率 | 64.2% | 15.8% |
| 营收同比 | 15.3% | 7.5% |
| 净利润同比 | 1343.1% | 3.2% |
| 每股收益（稀释后） | $0.03 | $2.12 |
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AMBOLRN
| Q4 25 | — | $631.3M | ||
| Q3 25 | — | $620.9M | ||
| Q2 25 | $2.8M | $653.6M | ||
| Q1 25 | — | $613.4M | ||
| Q4 24 | — | $587.2M | ||
| Q3 24 | — | $551.1M | ||
| Q2 24 | $2.4M | $534.2M | ||
| Q1 24 | — | $520.8M |
净利润AMBOLRN
| Q4 25 | — | $99.5M | ||
| Q3 25 | — | $68.8M | ||
| Q2 25 | $1.8M | $51.3M | ||
| Q1 25 | — | $99.3M | ||
| Q4 24 | — | $96.4M | ||
| Q3 24 | — | $40.9M | ||
| Q2 24 | $123.0K | $62.8M | ||
| Q1 24 | — | $69.7M |
毛利率AMBOLRN
| Q4 25 | — | 41.1% | ||
| Q3 25 | — | 39.0% | ||
| Q2 25 | 53.3% | 36.6% | ||
| Q1 25 | — | 40.6% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 39.2% | ||
| Q2 24 | 55.6% | 35.2% | ||
| Q1 24 | — | 38.7% |
营业利润率AMBOLRN
| Q4 25 | — | 23.3% | ||
| Q3 25 | — | 11.1% | ||
| Q2 25 | 11.9% | 8.7% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | 2.7% | 13.8% | ||
| Q1 24 | — | 17.0% |
净利率AMBOLRN
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | 11.1% | ||
| Q2 25 | 64.2% | 7.9% | ||
| Q1 25 | — | 16.2% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | 5.1% | 11.8% | ||
| Q1 24 | — | 13.4% |
每股收益（稀释后）AMBOLRN
| Q4 25 | — | $2.12 | ||
| Q3 25 | — | $1.40 | ||
| Q2 25 | $0.03 | $0.96 | ||
| Q1 25 | — | $2.02 | ||
| Q4 24 | — | $2.03 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | $0.00 | $1.44 | ||
| Q1 24 | — | $1.60 |
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 | $4.1M | $625.7M |
| 总债务越低越好 | — | $417.2M |
| 股东权益账面价值 | $8.6M | $1.5B |
| 总资产 | $23.2M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资AMBOLRN
| Q4 25 | — | $625.7M | ||
| Q3 25 | — | $715.1M | ||
| Q2 25 | $4.1M | $985.3M | ||
| Q1 25 | — | $723.7M | ||
| Q4 24 | — | $717.5M | ||
| Q3 24 | — | $522.2M | ||
| Q2 24 | $1.6M | $692.3M | ||
| Q1 24 | — | $376.6M |
总债务AMBOLRN
| Q4 25 | — | $417.2M | ||
| Q3 25 | — | $416.8M | ||
| Q2 25 | — | $416.3M | ||
| Q1 25 | — | $415.9M | ||
| Q4 24 | — | $415.5M | ||
| Q3 24 | — | $415.1M | ||
| Q2 24 | — | $414.7M | ||
| Q1 24 | — | $414.3M |
股东权益AMBOLRN
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $8.6M | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $6.6M | $1.2B | ||
| Q1 24 | — | $1.1B |
总资产AMBOLRN
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $23.2M | $2.3B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $17.6M | $1.9B | ||
| Q1 24 | — | $1.9B |
负债/权益比AMBOLRN
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.38× |
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 | — | $91.8M |
| 自由现金流经营现金流 - 资本支出 | — | $91.6M |
| 自由现金流率自由现金流/营收 | — | 14.5% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | — | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | $246.3M |
8季度趋势，按日历期对齐
经营现金流AMBOLRN
| Q4 25 | — | $91.8M | ||
| Q3 25 | — | $-195.8M | ||
| Q2 25 | — | $298.3M | ||
| Q1 25 | — | $53.1M | ||
| Q4 24 | — | $223.4M | ||
| Q3 24 | — | $-142.0M | ||
| Q2 24 | — | $172.2M | ||
| Q1 24 | — | $68.6M |
自由现金流AMBOLRN
| Q4 25 | — | $91.6M | ||
| Q3 25 | — | $-196.1M | ||
| Q2 25 | — | $297.9M | ||
| Q1 25 | — | $52.9M | ||
| Q4 24 | — | $222.9M | ||
| Q3 24 | — | $-142.7M | ||
| Q2 24 | — | $171.4M | ||
| Q1 24 | — | $68.4M |
自由现金流率AMBOLRN
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | -31.6% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 38.0% | ||
| Q3 24 | — | -25.9% | ||
| Q2 24 | — | 32.1% | ||
| Q1 24 | — | 13.1% |
资本支出强度AMBOLRN
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.0% |
现金转化率AMBOLRN
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | -2.85× | ||
| Q2 25 | — | 5.81× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 2.32× | ||
| Q3 24 | — | -3.47× | ||
| Q2 24 | — | 2.74× | ||
| Q1 24 | — | 0.98× |
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
AMBO
暂无分部数据
LRN
| General Education | $341.4M | 54% |
| Middle High School | $275.6M | 44% |
| Adult | $14.3M | 2% |
