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Amphastar Pharmaceuticals, Inc.（AMPH）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
Amphastar Pharmaceuticals, Inc.的季度营收约是莱迪思半导体的1.3倍（$183.1M vs $145.8M），Amphastar Pharmaceuticals, Inc.净利率更高（13.3% vs -5.2%，领先18.6%），莱迪思半导体同比增速更快（24.2% vs -1.8%），莱迪思半导体自由现金流更多（$44.0M vs $24.6M），过去两年Amphastar Pharmaceuticals, Inc.的营收复合增速更高（3.2% vs 1.8%）
安福斯制药是一家上市的美国特种制药企业，公司成立于2004年5月，核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售，聚焦特色医药领域深耕发展。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
AMPH vs LSCC — 直观对比
营收规模更大
AMPH
是对方的1.3倍
$145.8M
营收增速更快
LSCC
高出26.0%
-1.8%
净利率更高
AMPH
高出18.6%
-5.2%
自由现金流更多
LSCC
多$19.4M
$24.6M
两年增速更快
AMPH
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $145.8M |
| 净利润 | $24.4M | $-7.6M |
| 毛利率 | 46.8% | 68.5% |
| 营业利润率 | 19.4% | 0.7% |
| 净利率 | 13.3% | -5.2% |
| 营收同比 | -1.8% | 24.2% |
| 净利润同比 | -35.7% | -146.3% |
| 每股收益（稀释后） | $0.51 | $-0.06 |
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AMPHLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $183.1M | — | ||
| Q3 25 | $191.8M | $133.3M | ||
| Q2 25 | $174.4M | $124.0M | ||
| Q1 25 | $170.5M | $120.2M | ||
| Q4 24 | $186.5M | $117.4M | ||
| Q3 24 | $191.2M | $127.1M | ||
| Q2 24 | $182.4M | $124.1M |
净利润AMPHLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $24.4M | — | ||
| Q3 25 | $17.4M | $2.8M | ||
| Q2 25 | $31.0M | $2.9M | ||
| Q1 25 | $25.3M | $5.0M | ||
| Q4 24 | $38.0M | $16.5M | ||
| Q3 24 | $40.4M | $7.2M | ||
| Q2 24 | $37.9M | $22.6M |
毛利率AMPHLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 46.8% | — | ||
| Q3 25 | 51.4% | 67.9% | ||
| Q2 25 | 49.6% | 68.4% | ||
| Q1 25 | 50.0% | 68.0% | ||
| Q4 24 | 46.5% | 61.1% | ||
| Q3 24 | 53.3% | 69.0% | ||
| Q2 24 | 52.2% | 68.3% |
营业利润率AMPHLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 13.2% | -1.2% | ||
| Q2 25 | 24.2% | 3.8% | ||
| Q1 25 | 21.9% | 5.8% | ||
| Q4 24 | 24.2% | -10.4% | ||
| Q3 24 | 29.8% | 5.9% | ||
| Q2 24 | 30.3% | 18.2% |
净利率AMPHLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 13.3% | — | ||
| Q3 25 | 9.0% | 2.1% | ||
| Q2 25 | 17.8% | 2.3% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 20.4% | 14.1% | ||
| Q3 24 | 21.1% | 5.7% | ||
| Q2 24 | 20.8% | 18.2% |
每股收益（稀释后）AMPHLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.51 | — | ||
| Q3 25 | $0.37 | $0.02 | ||
| Q2 25 | $0.64 | $0.02 | ||
| Q1 25 | $0.51 | $0.04 | ||
| Q4 24 | $0.74 | $0.12 | ||
| Q3 24 | $0.78 | $0.05 | ||
| Q2 24 | $0.73 | $0.16 |
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 | $282.8M | $133.9M |
| 总债务越低越好 | $608.7M | — |
| 股东权益账面价值 | $788.8M | $714.1M |
| 总资产 | $1.6B | $883.1M |
| 负债/权益比越低杠杆越低 | 0.77× | — |
8季度趋势，按日历期对齐
现金及短期投资AMPHLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $282.8M | — | ||
| Q3 25 | $276.2M | $117.9M | ||
| Q2 25 | $231.8M | $107.2M | ||
| Q1 25 | $236.9M | $127.6M | ||
| Q4 24 | $221.6M | $136.3M | ||
| Q3 24 | $250.5M | $124.3M | ||
| Q2 24 | $217.8M | $109.2M |
总债务AMPHLSCC
| Q1 26 | — | — | ||
| Q4 25 | $608.7M | — | ||
| Q3 25 | $608.6M | — | ||
| Q2 25 | $607.7M | — | ||
| Q1 25 | $603.9M | — | ||
| Q4 24 | $601.6M | — | ||
| Q3 24 | $596.4M | — | ||
| Q2 24 | $586.9M | — |
股东权益AMPHLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $788.8M | — | ||
| Q3 25 | $776.7M | $706.4M | ||
| Q2 25 | $757.5M | $687.0M | ||
| Q1 25 | $751.3M | $707.9M | ||
| Q4 24 | $732.3M | $710.9M | ||
| Q3 24 | $727.7M | $703.5M | ||
| Q2 24 | $713.3M | $698.8M |
总资产AMPHLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $844.4M | ||
| Q2 25 | $1.6B | $808.6M | ||
| Q1 25 | $1.6B | $823.6M | ||
| Q4 24 | $1.6B | $843.9M | ||
| Q3 24 | $1.5B | $853.7M | ||
| Q2 24 | $1.5B | $827.5M |
负债/权益比AMPHLSCC
| Q1 26 | — | — | ||
| Q4 25 | 0.77× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.82× | — |
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 | $32.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $44.0M |
| 自由现金流率自由现金流/营收 | 13.4% | 30.2% |
| 资本支出强度资本支出/营收 | 4.5% | 9.3% |
| 现金转化率经营现金流/净利润 | 1.35× | — |
| 过去12个月自由现金流最近4个季度 | $121.2M | $132.6M |
8季度趋势，按日历期对齐
经营现金流AMPHLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $32.9M | — | ||
| Q3 25 | $52.6M | $47.1M | ||
| Q2 25 | $35.6M | $38.5M | ||
| Q1 25 | $35.1M | $31.9M | ||
| Q4 24 | $29.0M | $45.4M | ||
| Q3 24 | $60.0M | $44.0M | ||
| Q2 24 | $69.1M | $21.9M |
自由现金流AMPHLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $24.6M | — | ||
| Q3 25 | $47.2M | $34.0M | ||
| Q2 25 | $25.0M | $31.3M | ||
| Q1 25 | $24.4M | $23.3M | ||
| Q4 24 | $16.6M | $39.7M | ||
| Q3 24 | $46.2M | $39.4M | ||
| Q2 24 | $63.1M | $14.8M |
自由现金流率AMPHLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 24.6% | 25.5% | ||
| Q2 25 | 14.3% | 25.2% | ||
| Q1 25 | 14.3% | 19.4% | ||
| Q4 24 | 8.9% | 33.8% | ||
| Q3 24 | 24.1% | 31.0% | ||
| Q2 24 | 34.6% | 11.9% |
资本支出强度AMPHLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 2.8% | 9.8% | ||
| Q2 25 | 6.1% | 5.8% | ||
| Q1 25 | 6.3% | 7.2% | ||
| Q4 24 | 6.7% | 4.9% | ||
| Q3 24 | 7.2% | 3.7% | ||
| Q2 24 | 3.3% | 5.8% |
现金转化率AMPHLSCC
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | — | ||
| Q3 25 | 3.03× | 16.86× | ||
| Q2 25 | 1.15× | 13.23× | ||
| Q1 25 | 1.39× | 6.35× | ||
| Q4 24 | 0.76× | 2.75× | ||
| Q3 24 | 1.48× | 6.12× | ||
| Q2 24 | 1.82× | 0.97× |
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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
