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Amplitude, Inc.（AMPL）与Axogen, Inc.（AXGN）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Axogen, Inc.的1.5倍（$93.5M vs $61.5M），Axogen, Inc.同比增速更快（26.6% vs 17.0%），Axogen, Inc.自由现金流更多（$-1.4M vs $-13.2M），过去两年Axogen, Inc.的营收复合增速更高（13.3% vs 12.9%）
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。
Axogen总部位于美国佛罗里达州阿拉楚阿，是外科解决方案提供商，专注开发周围神经损伤修复相关产品，涵盖人体组织移植物、神经连接器、软组织膜等，旗下AVANCE细胞移植技术可模拟人体神经结构，临床数据显示其产品帮助87%的周围神经损伤患者实现感觉与运动功能恢复，2013年完成1800万美元首次公开募股。
AMPL vs AXGN — 直观对比
营收规模更大
AMPL
是对方的1.5倍
$61.5M
营收增速更快
AXGN
高出9.6%
17.0%
自由现金流更多
AXGN
多$11.8M
$-13.2M
两年增速更快
AXGN
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $61.5M |
| 净利润 | — | $-19.6M |
| 毛利率 | 73.0% | 75.2% |
| 营业利润率 | 1.1% | 20.2% |
| 净利率 | — | -31.9% |
| 营收同比 | 17.0% | 26.6% |
| 净利润同比 | — | -410.8% |
| 每股收益（稀释后） | $-0.17 | $-0.38 |
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AMPLAXGN
| Q1 26 | $93.5M | $61.5M | ||
| Q4 25 | $91.4M | $59.9M | ||
| Q3 25 | $88.6M | $60.1M | ||
| Q2 25 | $83.3M | $56.7M | ||
| Q1 25 | $80.0M | $48.6M | ||
| Q4 24 | $78.1M | $49.4M | ||
| Q3 24 | $75.2M | $48.6M | ||
| Q2 24 | $73.3M | $47.9M |
净利润AMPLAXGN
| Q1 26 | — | $-19.6M | ||
| Q4 25 | $-17.7M | $-13.2M | ||
| Q3 25 | $-24.0M | $708.0K | ||
| Q2 25 | $-24.7M | $579.0K | ||
| Q1 25 | $-22.2M | $-3.8M | ||
| Q4 24 | $-32.6M | $450.0K | ||
| Q3 24 | $-16.9M | $-1.9M | ||
| Q2 24 | $-23.4M | $-1.9M |
毛利率AMPLAXGN
| Q1 26 | 73.0% | 75.2% | ||
| Q4 25 | 74.6% | 74.1% | ||
| Q3 25 | 73.9% | 76.6% | ||
| Q2 25 | 72.6% | 74.2% | ||
| Q1 25 | 74.7% | 71.9% | ||
| Q4 24 | 74.7% | 76.1% | ||
| Q3 24 | 75.1% | 74.9% | ||
| Q2 24 | 73.4% | 73.8% |
营业利润率AMPLAXGN
| Q1 26 | 1.1% | 20.2% | ||
| Q4 25 | -18.3% | -16.3% | ||
| Q3 25 | -26.0% | 3.2% | ||
| Q2 25 | -29.0% | 3.0% | ||
| Q1 25 | -26.8% | -3.4% | ||
| Q4 24 | -41.2% | 4.1% | ||
| Q3 24 | -21.4% | -0.6% | ||
| Q2 24 | -31.7% | -0.9% |
净利率AMPLAXGN
| Q1 26 | — | -31.9% | ||
| Q4 25 | -19.3% | -22.0% | ||
| Q3 25 | -27.1% | 1.2% | ||
| Q2 25 | -29.6% | 1.0% | ||
| Q1 25 | -27.8% | -7.9% | ||
| Q4 24 | -41.7% | 0.9% | ||
| Q3 24 | -22.4% | -3.8% | ||
| Q2 24 | -31.9% | -4.0% |
每股收益（稀释后）AMPLAXGN
| Q1 26 | $-0.17 | $-0.38 | ||
| Q4 25 | $-0.13 | $-0.28 | ||
| Q3 25 | $-0.18 | $0.01 | ||
| Q2 25 | $-0.19 | $0.01 | ||
| Q1 25 | $-0.17 | $-0.08 | ||
| Q4 24 | $-0.25 | $-0.00 | ||
| Q3 24 | $-0.14 | $-0.04 | ||
| Q2 24 | $-0.19 | $-0.04 |
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 | $82.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $244.8M |
| 总资产 | $401.7M | $289.5M |
| 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AMPLAXGN
| Q1 26 | $86.6M | $82.7M | ||
| Q4 25 | $192.0M | $41.5M | ||
| Q3 25 | $189.2M | $35.8M | ||
| Q2 25 | $208.1M | $29.9M | ||
| Q1 25 | $209.0M | $22.1M | ||
| Q4 24 | $241.1M | $33.5M | ||
| Q3 24 | $319.9M | $24.5M | ||
| Q2 24 | $318.3M | $21.1M |
总债务AMPLAXGN
| Q1 26 | — | — | ||
| Q4 25 | — | $48.4M | ||
| Q3 25 | — | $48.2M | ||
| Q2 25 | — | $47.9M | ||
| Q1 25 | — | $47.7M | ||
| Q4 24 | — | $47.5M | ||
| Q3 24 | — | $47.3M | ||
| Q2 24 | — | $47.0M |
股东权益AMPLAXGN
| Q1 26 | — | $244.8M | ||
| Q4 25 | $245.3M | $128.8M | ||
| Q3 25 | $262.2M | $120.8M | ||
| Q2 25 | $279.5M | $112.3M | ||
| Q1 25 | $289.5M | $105.4M | ||
| Q4 24 | $296.6M | $103.9M | ||
| Q3 24 | $290.0M | $99.4M | ||
| Q2 24 | $287.3M | $95.7M |
总资产AMPLAXGN
| Q1 26 | $401.7M | $289.5M | ||
| Q4 25 | $420.7M | $221.7M | ||
| Q3 25 | $438.1M | $216.4M | ||
| Q2 25 | $456.6M | $205.5M | ||
| Q1 25 | $445.8M | $196.2M | ||
| Q4 24 | $445.9M | $203.7M | ||
| Q3 24 | $445.6M | $192.0M | ||
| Q2 24 | $445.4M | $188.9M |
负债/权益比AMPLAXGN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.49× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-1.4M |
| 自由现金流率自由现金流/营收 | -14.1% | -2.3% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $9.1M |
8季度趋势，按日历期对齐
经营现金流AMPLAXGN
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $3.0M | ||
| Q3 25 | $5.0M | $3.2M | ||
| Q2 25 | $20.1M | $7.7M | ||
| Q1 25 | $-8.0M | $-13.2M | ||
| Q4 24 | $3.2M | $8.7M | ||
| Q3 24 | $6.2M | $3.9M | ||
| Q2 24 | $9.2M | $4.2M |
自由现金流AMPLAXGN
| Q1 26 | $-13.2M | $-1.4M | ||
| Q4 25 | $12.7M | $1.8M | ||
| Q3 25 | $4.5M | $1.7M | ||
| Q2 25 | $19.5M | $7.0M | ||
| Q1 25 | $-8.5M | $-13.4M | ||
| Q4 24 | $2.4M | $8.1M | ||
| Q3 24 | $6.2M | $3.3M | ||
| Q2 24 | $8.6M | $3.3M |
自由现金流率AMPLAXGN
| Q1 26 | -14.1% | -2.3% | ||
| Q4 25 | 13.8% | 3.0% | ||
| Q3 25 | 5.1% | 2.8% | ||
| Q2 25 | 23.4% | 12.4% | ||
| Q1 25 | -10.6% | -27.7% | ||
| Q4 24 | 3.1% | 16.3% | ||
| Q3 24 | 8.2% | 6.8% | ||
| Q2 24 | 11.8% | 6.8% |
资本支出强度AMPLAXGN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.6% | 1.3% | ||
| Q1 25 | 0.5% | 0.5% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.8% | 1.9% |
现金转化率AMPLAXGN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.55× | ||
| Q2 25 | — | 13.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 19.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
