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Ambiq Micro, Inc.(AMBQ)与树莓派(ARM)财务数据对比。点击上方公司名可切换其他公司
树莓派的季度营收约是Ambiq Micro, Inc.的68.4倍($1.2B vs $18.2M)。树莓派净利率更高(18.0% vs -49.6%,领先67.5%)
Ambiq Micro, Inc.是一家专注于低功耗微控制器与片上系统的美国半导体企业,产品应用于智能手表、医疗设备、传感器等多个领域。公司由密歇根大学研究人员于2010年创立,总部位于得克萨斯州奥斯汀。其产品采用亚阈值功率优化技术(SPOT)降低能耗,可支持设备端边缘人工智能运算。
树莓派是英国科技企业,设计并销售同名品牌的单板计算机、半导体及相关配件。初代产品由树莓派基金会研发,旨在推广计算机科学教育,推出后迅速受到爱好者和专业人士欢迎,目前已广泛应用于工业及嵌入式领域。
AMBQ vs ARM — 直观对比
营收规模更大
ARM
是对方的68.4倍
$18.2M
净利率更高
ARM
高出67.5%
-49.6%
损益表 — Q3 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $18.2M | $1.2B |
| 净利润 | $-9.0M | $223.0M |
| 毛利率 | 42.3% | 97.6% |
| 营业利润率 | -55.3% | 14.9% |
| 净利率 | -49.6% | 18.0% |
| 营收同比 | — | 26.3% |
| 净利润同比 | — | -11.5% |
| 每股收益(稀释后) | $-0.72 | $0.21 |
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
AMBQ
ARM
| Q4 25 | — | $1.2B | ||
| Q3 25 | $18.2M | $1.1B | ||
| Q2 25 | $17.9M | $1.1B | ||
| Q4 24 | — | $983.0M | ||
| Q3 24 | — | $844.0M | ||
| Q2 24 | — | $939.0M | ||
| Q4 23 | — | $824.0M | ||
| Q3 23 | — | $806.0M |
净利润
AMBQ
ARM
| Q4 25 | — | $223.0M | ||
| Q3 25 | $-9.0M | $238.0M | ||
| Q2 25 | $-8.5M | $130.0M | ||
| Q4 24 | — | $252.0M | ||
| Q3 24 | — | $107.0M | ||
| Q2 24 | — | $223.0M | ||
| Q4 23 | — | $87.0M | ||
| Q3 23 | — | $-110.0M |
毛利率
AMBQ
ARM
| Q4 25 | — | 97.6% | ||
| Q3 25 | 42.3% | 97.4% | ||
| Q2 25 | 40.1% | 97.2% | ||
| Q4 24 | — | 97.2% | ||
| Q3 24 | — | 96.2% | ||
| Q2 24 | — | 96.5% | ||
| Q4 23 | — | 95.6% | ||
| Q3 23 | — | 94.3% |
营业利润率
AMBQ
ARM
| Q4 25 | — | 14.9% | ||
| Q3 25 | -55.3% | 14.4% | ||
| Q2 25 | -49.2% | 10.8% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | — | 19.4% | ||
| Q4 23 | — | 16.3% | ||
| Q3 23 | — | -19.4% |
净利率
AMBQ
ARM
| Q4 25 | — | 18.0% | ||
| Q3 25 | -49.6% | 21.0% | ||
| Q2 25 | -47.5% | 12.3% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 23.7% | ||
| Q4 23 | — | 10.6% | ||
| Q3 23 | — | -13.6% |
每股收益(稀释后)
AMBQ
ARM
| Q4 25 | — | $0.21 | ||
| Q3 25 | $-0.72 | $0.22 | ||
| Q2 25 | $-18.89 | $0.12 | ||
| Q4 24 | — | $0.24 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | — | $0.21 | ||
| Q4 23 | — | $0.08 | ||
| Q3 23 | — | $-0.11 |
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 | $146.5M | $3.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $169.8M | $7.8B |
| 总资产 | $186.7M | $10.2B |
| 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
AMBQ
ARM
| Q4 25 | — | $3.5B | ||
| Q3 25 | $146.5M | $3.3B | ||
| Q2 25 | $47.5M | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.5B | ||
| Q4 23 | — | $2.4B | ||
| Q3 23 | — | $2.2B |
股东权益
AMBQ
ARM
| Q4 25 | — | $7.8B | ||
| Q3 25 | $169.8M | $7.4B | ||
| Q2 25 | $-307.3M | $7.0B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.7B | ||
| Q4 23 | — | $5.0B | ||
| Q3 23 | — | $4.8B |
总资产
AMBQ
ARM
| Q4 25 | — | $10.2B | ||
| Q3 25 | $186.7M | $9.7B | ||
| Q2 25 | $89.2M | $9.4B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.1B | ||
| Q2 24 | — | $7.9B | ||
| Q4 23 | — | $7.1B | ||
| Q3 23 | — | $6.8B |
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 | $-5.0M | $365.0M |
| 自由现金流经营现金流 - 资本支出 | — | $186.0M |
| 自由现金流率自由现金流/营收 | — | 15.0% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | — | 1.64× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势,按日历期对齐
经营现金流
AMBQ
ARM
| Q4 25 | — | $365.0M | ||
| Q3 25 | $-5.0M | $567.0M | ||
| Q2 25 | $-10.5M | $332.0M | ||
| Q4 24 | — | $423.0M | ||
| Q3 24 | — | $6.0M | ||
| Q2 24 | — | $-290.0M | ||
| Q4 23 | — | $310.0M | ||
| Q3 23 | — | $227.0M |
自由现金流
AMBQ
ARM
| Q4 25 | — | $186.0M | ||
| Q3 25 | — | $429.0M | ||
| Q2 25 | — | $178.0M | ||
| Q4 24 | — | $360.0M | ||
| Q3 24 | — | $-47.0M | ||
| Q2 24 | — | $-319.0M | ||
| Q4 23 | — | $289.0M | ||
| Q3 23 | — | $193.0M |
自由现金流率
AMBQ
ARM
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 16.9% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | -5.6% | ||
| Q2 24 | — | -34.0% | ||
| Q4 23 | — | 35.1% | ||
| Q3 23 | — | 23.9% |
资本支出强度
AMBQ
ARM
| Q4 25 | — | 14.4% | ||
| Q3 25 | — | 12.2% | ||
| Q2 25 | — | 14.6% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | — | 3.1% | ||
| Q4 23 | — | 2.5% | ||
| Q3 23 | — | 4.2% |
现金转化率
AMBQ
ARM
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 2.38× | ||
| Q2 25 | — | 2.55× | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | -1.30× | ||
| Q4 23 | — | 3.56× | ||
| Q3 23 | — | — |
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
AMBQ
暂无分部数据
ARM
| Royalty | $737.0M | 59% |
| Transferred Over Time | $294.0M | 24% |
| Transferred At Point In Time | $211.0M | 17% |