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Amplitude, Inc.（AMPL）与American Outdoor Brands, Inc.（AOUT）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 Outdoor Brands, Inc.的1.6倍（$91.4M vs $57.2M），American Outdoor Brands, Inc.净利率更高（3.6% vs -19.3%，领先22.9%），Amplitude, Inc.同比增速更快（17.0% vs -5.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $-14.1M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 3.5%）
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。
Deckers Brands（原Deckers Outdoor Corporation）是美国鞋履设计与分销企业，1973年成立，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克创立，旗下拥有UGG、Teva、Hoka等多个知名品牌。
AMPL vs AOUT — 直观对比
营收规模更大
AMPL
是对方的1.6倍
$57.2M
营收增速更快
AMPL
高出22.1%
-5.0%
净利率更高
AOUT
高出22.9%
-19.3%
自由现金流更多
AMPL
多$26.7M
$-14.1M
两年增速更快
AMPL
近两年复合增速
3.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $57.2M |
| 净利润 | $-17.7M | $2.1M |
| 毛利率 | 74.6% | 45.6% |
| 营业利润率 | -18.3% | 3.7% |
| 净利率 | -19.3% | 3.6% |
| 营收同比 | 17.0% | -5.0% |
| 净利润同比 | 45.8% | -33.3% |
| 每股收益（稀释后） | $-0.13 | $0.16 |
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AMPLAOUT
| Q4 25 | $91.4M | $57.2M | ||
| Q3 25 | $88.6M | $29.7M | ||
| Q2 25 | $83.3M | $61.9M | ||
| Q1 25 | $80.0M | $58.5M | ||
| Q4 24 | $78.1M | $60.2M | ||
| Q3 24 | $75.2M | $41.6M | ||
| Q2 24 | $73.3M | $46.3M | ||
| Q1 24 | $72.6M | $53.4M |
净利润AMPLAOUT
| Q4 25 | $-17.7M | $2.1M | ||
| Q3 25 | $-24.0M | $-6.8M | ||
| Q2 25 | $-24.7M | $-992.0K | ||
| Q1 25 | $-22.2M | $169.0K | ||
| Q4 24 | $-32.6M | $3.1M | ||
| Q3 24 | $-16.9M | $-2.4M | ||
| Q2 24 | $-23.4M | $-5.3M | ||
| Q1 24 | $-21.5M | $-2.9M |
毛利率AMPLAOUT
| Q4 25 | 74.6% | 45.6% | ||
| Q3 25 | 73.9% | 46.7% | ||
| Q2 25 | 72.6% | 40.9% | ||
| Q1 25 | 74.7% | 44.7% | ||
| Q4 24 | 74.7% | 48.0% | ||
| Q3 24 | 75.1% | 45.4% | ||
| Q2 24 | 73.4% | 41.9% | ||
| Q1 24 | 74.0% | 42.7% |
营业利润率AMPLAOUT
| Q4 25 | -18.3% | 3.7% | ||
| Q3 25 | -26.0% | -23.0% | ||
| Q2 25 | -29.0% | -1.5% | ||
| Q1 25 | -26.8% | 0.5% | ||
| Q4 24 | -41.2% | 5.1% | ||
| Q3 24 | -21.4% | -6.2% | ||
| Q2 24 | -31.7% | -11.9% | ||
| Q1 24 | -29.0% | -5.4% |
净利率AMPLAOUT
| Q4 25 | -19.3% | 3.6% | ||
| Q3 25 | -27.1% | -23.0% | ||
| Q2 25 | -29.6% | -1.6% | ||
| Q1 25 | -27.8% | 0.3% | ||
| Q4 24 | -41.7% | 5.2% | ||
| Q3 24 | -22.4% | -5.7% | ||
| Q2 24 | -31.9% | -11.5% | ||
| Q1 24 | -29.5% | -5.4% |
每股收益（稀释后）AMPLAOUT
| Q4 25 | $-0.13 | $0.16 | ||
| Q3 25 | $-0.18 | $-0.54 | ||
| Q2 25 | $-0.19 | $-0.08 | ||
| Q1 25 | $-0.17 | $0.01 | ||
| Q4 24 | $-0.25 | $0.24 | ||
| Q3 24 | $-0.14 | $-0.18 | ||
| Q2 24 | $-0.19 | $-0.41 | ||
| Q1 24 | $-0.18 | $-0.23 |
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 | $192.0M | $3.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $170.4M |
| 总资产 | $420.7M | $240.9M |
| 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AMPLAOUT
| Q4 25 | $192.0M | $3.1M | ||
| Q3 25 | $189.2M | $17.8M | ||
| Q2 25 | $208.1M | $23.4M | ||
| Q1 25 | $209.0M | $17.1M | ||
| Q4 24 | $241.1M | $14.2M | ||
| Q3 24 | $319.9M | $23.5M | ||
| Q2 24 | $318.3M | $29.7M | ||
| Q1 24 | $316.1M | $15.9M |
股东权益AMPLAOUT
| Q4 25 | $245.3M | $170.4M | ||
| Q3 25 | $262.2M | $167.8M | ||
| Q2 25 | $279.5M | $177.6M | ||
| Q1 25 | $289.5M | $178.7M | ||
| Q4 24 | $296.6M | $178.9M | ||
| Q3 24 | $290.0M | $175.7M | ||
| Q2 24 | $287.3M | $177.9M | ||
| Q1 24 | $289.2M | $182.4M |
总资产AMPLAOUT
| Q4 25 | $420.7M | $240.9M | ||
| Q3 25 | $438.1M | $241.9M | ||
| Q2 25 | $456.6M | $246.4M | ||
| Q1 25 | $445.8M | $245.9M | ||
| Q4 24 | $445.9M | $254.1M | ||
| Q3 24 | $445.6M | $244.8M | ||
| Q2 24 | $445.4M | $240.6M | ||
| Q1 24 | $437.9M | $239.1M |
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 | $12.8M | $-13.3M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-14.1M |
| 自由现金流率自由现金流/营收 | 13.8% | -24.6% |
| 资本支出强度资本支出/营收 | 0.2% | 1.3% |
| 现金转化率经营现金流/净利润 | — | -6.41× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $-4.7M |
8季度趋势，按日历期对齐
经营现金流AMPLAOUT
| Q4 25 | $12.8M | $-13.3M | ||
| Q3 25 | $5.0M | $-1.7M | ||
| Q2 25 | $20.1M | $7.8M | ||
| Q1 25 | $-8.0M | $5.9M | ||
| Q4 24 | $3.2M | $-7.9M | ||
| Q3 24 | $6.2M | $-4.4M | ||
| Q2 24 | $9.2M | $14.7M | ||
| Q1 24 | $-48.0K | $13.0M |
自由现金流AMPLAOUT
| Q4 25 | $12.7M | $-14.1M | ||
| Q3 25 | $4.5M | $-2.0M | ||
| Q2 25 | $19.5M | $7.2M | ||
| Q1 25 | $-8.5M | $4.2M | ||
| Q4 24 | $2.4M | $-8.0M | ||
| Q3 24 | $6.2M | $-5.2M | ||
| Q2 24 | $8.6M | $14.2M | ||
| Q1 24 | $-405.0K | $9.7M |
自由现金流率AMPLAOUT
| Q4 25 | 13.8% | -24.6% | ||
| Q3 25 | 5.1% | -6.7% | ||
| Q2 25 | 23.4% | 11.6% | ||
| Q1 25 | -10.6% | 7.2% | ||
| Q4 24 | 3.1% | -13.3% | ||
| Q3 24 | 8.2% | -12.5% | ||
| Q2 24 | 11.8% | 30.6% | ||
| Q1 24 | -0.6% | 18.2% |
资本支出强度AMPLAOUT
| Q4 25 | 0.2% | 1.3% | ||
| Q3 25 | 0.5% | 1.0% | ||
| Q2 25 | 0.6% | 0.9% | ||
| Q1 25 | 0.5% | 2.9% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.5% | 6.2% |
现金转化率AMPLAOUT
| Q4 25 | — | -6.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 34.86× | ||
| Q4 24 | — | -2.55× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
| US | $55.8M | 61% |
| International | $35.7M | 39% |
AOUT
| Traditional Channels Net Sales | $36.8M | 64% |
| E Commerce Channels Net Sales | $20.4M | 36% |
