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Amplitude, Inc.（AMPL）与AST SpaceMobile, Inc.（ASTS）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AST SpaceMobile, Inc.的1.7倍（$91.4M vs $54.3M），Amplitude, Inc.净利率更高（-19.3% vs -136.2%，领先116.9%），AST SpaceMobile, Inc.同比增速更快（2758.2% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $-330.7M）
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。
AST SpaceMobile是总部位于美国得克萨斯州米德兰的上市卫星设计与制造企业，目前正搭建SpaceMobile卫星星座，打造可直接对接未改装普通智能手机的天基蜂窝宽带网络，面向全球偏远及通信服务薄弱地区提供4G、5G宽带覆盖服务。
AMPL vs ASTS — 直观对比
营收规模更大
AMPL
是对方的1.7倍
$54.3M
营收增速更快
ASTS
高出2741.1%
17.0%
净利率更高
AMPL
高出116.9%
-136.2%
自由现金流更多
AMPL
多$343.4M
$-330.7M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $54.3M |
| 净利润 | $-17.7M | $-74.0M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -175.0% |
| 净利率 | -19.3% | -136.2% |
| 营收同比 | 17.0% | 2758.2% |
| 净利润同比 | 45.8% | -106.3% |
| 每股收益（稀释后） | $-0.13 | — |
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AMPLASTS
| Q4 25 | $91.4M | $54.3M | ||
| Q3 25 | $88.6M | $14.7M | ||
| Q2 25 | $83.3M | — | ||
| Q1 25 | $80.0M | — | ||
| Q4 24 | $78.1M | — | ||
| Q3 24 | $75.2M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $72.6M | — |
净利润AMPLASTS
| Q4 25 | $-17.7M | $-74.0M | ||
| Q3 25 | $-24.0M | $-122.9M | ||
| Q2 25 | $-24.7M | — | ||
| Q1 25 | $-22.2M | — | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | — | ||
| Q2 24 | $-23.4M | — | ||
| Q1 24 | $-21.5M | — |
毛利率AMPLASTS
| 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% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLASTS
| Q4 25 | -18.3% | -175.0% | ||
| Q3 25 | -26.0% | -1109.0% | ||
| Q2 25 | -29.0% | — | ||
| Q1 25 | -26.8% | — | ||
| Q4 24 | -41.2% | — | ||
| Q3 24 | -21.4% | — | ||
| Q2 24 | -31.7% | — | ||
| Q1 24 | -29.0% | — |
净利率AMPLASTS
| Q4 25 | -19.3% | -136.2% | ||
| Q3 25 | -27.1% | -833.7% | ||
| Q2 25 | -29.6% | — | ||
| Q1 25 | -27.8% | — | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | — | ||
| Q2 24 | -31.9% | — | ||
| Q1 24 | -29.5% | — |
每股收益（稀释后）AMPLASTS
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.18 | — | ||
| Q2 25 | $-0.19 | — | ||
| Q1 25 | $-0.17 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.19 | — | ||
| Q1 24 | $-0.18 | — |
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 | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $2.4B |
| 总资产 | $420.7M | $5.0B |
| 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AMPLASTS
| Q4 25 | $192.0M | $4.3B | ||
| Q3 25 | $189.2M | $2.4B | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — | ||
| Q1 24 | $316.1M | — |
股东权益AMPLASTS
| Q4 25 | $245.3M | $2.4B | ||
| Q3 25 | $262.2M | $1.6B | ||
| Q2 25 | $279.5M | — | ||
| Q1 25 | $289.5M | — | ||
| Q4 24 | $296.6M | — | ||
| Q3 24 | $290.0M | — | ||
| Q2 24 | $287.3M | — | ||
| Q1 24 | $289.2M | — |
总资产AMPLASTS
| Q4 25 | $420.7M | $5.0B | ||
| Q3 25 | $438.1M | $2.6B | ||
| Q2 25 | $456.6M | — | ||
| Q1 25 | $445.8M | — | ||
| Q4 24 | $445.9M | — | ||
| Q3 24 | $445.6M | — | ||
| Q2 24 | $445.4M | — | ||
| Q1 24 | $437.9M | — |
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 | $65.0M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-330.7M |
| 自由现金流率自由现金流/营收 | 13.8% | -609.0% |
| 资本支出强度资本支出/营收 | 0.2% | 728.7% |
| 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 | $28.2M | $-790.4M |
8季度趋势，按日历期对齐
经营现金流AMPLASTS
| Q4 25 | $12.8M | $65.0M | ||
| Q3 25 | $5.0M | $-64.5M | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | $-8.0M | — | ||
| Q4 24 | $3.2M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $9.2M | — | ||
| Q1 24 | $-48.0K | — |
自由现金流AMPLASTS
| Q4 25 | $12.7M | $-330.7M | ||
| Q3 25 | $4.5M | $-302.9M | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLASTS
| Q4 25 | 13.8% | -609.0% | ||
| Q3 25 | 5.1% | -2055.0% | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLASTS
| Q4 25 | 0.2% | 728.7% | ||
| Q3 25 | 0.5% | 1617.6% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
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% |
ASTS
| Products | $44.4M | 82% |
| Other | $7.8M | 14% |
| Sat Co | $2.1M | 4% |
