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Amplitude, Inc.（AMPL）与American Well Corp（AMWL）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是American Well Corp的1.7倍（$93.5M vs $55.3M），Amplitude, Inc.同比增速更快（17.0% vs -22.1%），Amplitude, Inc.自由现金流更多（$-13.2M vs $-17.4M），过去两年Amplitude, Inc.的营收复合增速更高（12.9% vs -3.6%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
美国烟草公司由J.B.杜克于1890年整合多家美国烟草制造商合并创立，1896年成为道琼斯工业平均指数最初的12支成分股之一。该公司收购了好彩公司及超过200家竞争对手，一度垄断美国烟草行业。1907年美国联邦政府发起反垄断诉讼，最终将该公司分拆为多家企业。
AMPL vs AMWL — 直观对比
营收规模更大
AMPL
是对方的1.7倍
$55.3M
营收增速更快
AMPL
高出39.1%
-22.1%
自由现金流更多
AMPL
多$4.2M
$-17.4M
两年增速更快
AMPL
近两年复合增速
-3.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $55.3M |
| 净利润 | — | $-24.9M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | -45.5% |
| 净利率 | — | -45.1% |
| 营收同比 | 17.0% | -22.1% |
| 净利润同比 | — | 41.6% |
| 每股收益（稀释后） | $-0.17 | $-1.53 |
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AMPLAMWL
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $55.3M | ||
| Q3 25 | $88.6M | $56.3M | ||
| Q2 25 | $83.3M | $70.9M | ||
| Q1 25 | $80.0M | $66.8M | ||
| Q4 24 | $78.1M | $71.0M | ||
| Q3 24 | $75.2M | $61.0M | ||
| Q2 24 | $73.3M | $62.8M |
净利润AMPLAMWL
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $-24.9M | ||
| Q3 25 | $-24.0M | $-32.4M | ||
| Q2 25 | $-24.7M | $-19.7M | ||
| Q1 25 | $-22.2M | $-18.7M | ||
| Q4 24 | $-32.6M | $-42.7M | ||
| Q3 24 | $-16.9M | $-43.5M | ||
| Q2 24 | $-23.4M | $-49.9M |
毛利率AMPLAMWL
| Q1 26 | 73.0% | — | ||
| Q4 25 | 74.6% | — | ||
| Q3 25 | 73.9% | — | ||
| Q2 25 | 72.6% | — | ||
| Q1 25 | 74.7% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.1% | — | ||
| Q2 24 | 73.4% | — |
营业利润率AMPLAMWL
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | -45.5% | ||
| Q3 25 | -26.0% | -52.1% | ||
| Q2 25 | -29.0% | -28.7% | ||
| Q1 25 | -26.8% | -45.5% | ||
| Q4 24 | -41.2% | -60.2% | ||
| Q3 24 | -21.4% | -77.6% | ||
| Q2 24 | -31.7% | -83.4% |
净利率AMPLAMWL
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | -45.1% | ||
| Q3 25 | -27.1% | -57.5% | ||
| Q2 25 | -29.6% | -27.8% | ||
| Q1 25 | -27.8% | -28.0% | ||
| Q4 24 | -41.7% | -60.1% | ||
| Q3 24 | -22.4% | -71.2% | ||
| Q2 24 | -31.9% | -79.5% |
每股收益（稀释后）AMPLAMWL
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $-1.53 | ||
| Q3 25 | $-0.18 | $-2.00 | ||
| Q2 25 | $-0.19 | $-1.24 | ||
| Q1 25 | $-0.17 | $-1.19 | ||
| Q4 24 | $-0.25 | $-2.71 | ||
| Q3 24 | $-0.14 | $-2.87 | ||
| Q2 24 | $-0.19 | $-3.36 |
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 | $86.6M | $182.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $235.6M |
| 总资产 | $401.7M | $323.8M |
| 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AMPLAMWL
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $182.3M | ||
| Q3 25 | $189.2M | $200.9M | ||
| Q2 25 | $208.1M | $219.1M | ||
| Q1 25 | $209.0M | $222.4M | ||
| Q4 24 | $241.1M | $228.3M | ||
| Q3 24 | $319.9M | $244.6M | ||
| Q2 24 | $318.3M | $276.9M |
股东权益AMPLAMWL
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $235.6M | ||
| Q3 25 | $262.2M | $254.9M | ||
| Q2 25 | $279.5M | $282.6M | ||
| Q1 25 | $289.5M | $294.0M | ||
| Q4 24 | $296.6M | $304.8M | ||
| Q3 24 | $290.0M | $336.7M | ||
| Q2 24 | $287.3M | $363.9M |
总资产AMPLAMWL
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $323.8M | ||
| Q3 25 | $438.1M | $359.4M | ||
| Q2 25 | $456.6M | $388.7M | ||
| Q1 25 | $445.8M | $419.5M | ||
| Q4 24 | $445.9M | $436.0M | ||
| Q3 24 | $445.6M | $483.0M | ||
| Q2 24 | $445.4M | $507.8M |
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 | $-11.6M | $-17.4M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-17.4M |
| 自由现金流率自由现金流/营收 | -14.1% | -31.4% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $23.5M | — |
8季度趋势，按日历期对齐
经营现金流AMPLAMWL
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $-17.4M | ||
| Q3 25 | $5.0M | $-18.8M | ||
| Q2 25 | $20.1M | $-4.7M | ||
| Q1 25 | $-8.0M | $-25.1M | ||
| Q4 24 | $3.2M | $-13.4M | ||
| Q3 24 | $6.2M | $-32.4M | ||
| Q2 24 | $9.2M | $-21.8M |
自由现金流AMPLAMWL
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-17.4M | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | $-25.1M | ||
| Q4 24 | $2.4M | $-13.4M | ||
| Q3 24 | $6.2M | $-32.4M | ||
| Q2 24 | $8.6M | $-21.8M |
自由现金流率AMPLAMWL
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -31.4% | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | -37.6% | ||
| Q4 24 | 3.1% | -18.9% | ||
| Q3 24 | 8.2% | -53.0% | ||
| Q2 24 | 11.8% | -34.7% |
资本支出强度AMPLAMWL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.6% | 0.0% | ||
| Q1 25 | 0.5% | 0.0% | ||
| Q4 24 | 1.0% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% |
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
AMPL
暂无分部数据
AMWL
| Platform Subscription | $28.8M | 52% |
| Visits | $23.7M | 43% |
| Others | $2.8M | 5% |
