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Amplitude, Inc.（AMPL）与BICYCLE THERAPEUTICS PLC（BCYC）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BICYCLE THERAPEUTICS PLC的1.9倍（$93.5M vs $48.0M），BICYCLE THERAPEUTICS PLC同比增速更快（1193.3% vs 17.0%），Amplitude, Inc.自由现金流更多（$-13.2M vs $-19.9M），过去两年BICYCLE THERAPEUTICS PLC的营收复合增速更高（56.7% 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。
Bicycle Therapeutics是一家临床阶段生物制药企业，专注于开发双环肽类创新疗法以解决未被满足的医疗需求，核心管线覆盖肿瘤、罕见病与免疫疾病领域，在欧美布局运营，与全球头部药企达成战略合作推进候选药物落地。
AMPL vs BCYC — 直观对比
营收规模更大
AMPL
是对方的1.9倍
$48.0M
营收增速更快
BCYC
高出1176.3%
17.0%
自由现金流更多
AMPL
多$6.7M
$-19.9M
两年增速更快
BCYC
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $48.0M |
| 净利润 | — | $-20.2M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | -51.5% |
| 净利率 | — | -42.0% |
| 营收同比 | 17.0% | 1193.3% |
| 净利润同比 | — | 61.1% |
| 每股收益（稀释后） | $-0.17 | $-0.29 |
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AMPLBCYC
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $48.0M | ||
| Q3 25 | $88.6M | $11.7M | ||
| Q2 25 | $83.3M | $2.9M | ||
| Q1 25 | $80.0M | $10.0M | ||
| Q4 24 | $78.1M | $3.7M | ||
| Q3 24 | $75.2M | $2.7M | ||
| Q2 24 | $73.3M | $9.4M |
净利润AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $-20.2M | ||
| Q3 25 | $-24.0M | $-59.1M | ||
| Q2 25 | $-24.7M | $-79.0M | ||
| Q1 25 | $-22.2M | $-60.8M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $-50.8M | ||
| Q2 24 | $-23.4M | $-39.8M |
毛利率AMPLBCYC
| 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AMPLBCYC
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | -51.5% | ||
| Q3 25 | -26.0% | -558.6% | ||
| Q2 25 | -29.0% | -2965.8% | ||
| Q1 25 | -26.8% | -703.7% | ||
| Q4 24 | -41.2% | — | ||
| Q3 24 | -21.4% | -2385.9% | ||
| Q2 24 | -31.7% | -498.3% |
净利率AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | -42.0% | ||
| Q3 25 | -27.1% | -503.7% | ||
| Q2 25 | -29.6% | -2703.8% | ||
| Q1 25 | -27.8% | -608.9% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | -1898.4% | ||
| Q2 24 | -31.9% | -425.3% |
每股收益（稀释后）AMPLBCYC
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $-0.29 | ||
| Q3 25 | $-0.18 | $-0.85 | ||
| Q2 25 | $-0.19 | $-1.14 | ||
| Q1 25 | $-0.17 | $-0.88 | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | $-0.74 | ||
| Q2 24 | $-0.19 | $-0.77 |
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 | $628.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $610.0M |
| 总资产 | $401.7M | $717.6M |
| 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AMPLBCYC
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $628.1M | ||
| Q3 25 | $189.2M | $648.3M | ||
| Q2 25 | $208.1M | $721.5M | ||
| Q1 25 | $209.0M | $793.0M | ||
| Q4 24 | $241.1M | $879.5M | ||
| Q3 24 | $319.9M | $890.9M | ||
| Q2 24 | $318.3M | $961.4M |
总债务AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $30.9M |
股东权益AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $610.0M | ||
| Q3 25 | $262.2M | $618.5M | ||
| Q2 25 | $279.5M | $668.9M | ||
| Q1 25 | $289.5M | $740.3M | ||
| Q4 24 | $296.6M | $793.1M | ||
| Q3 24 | $290.0M | $831.0M | ||
| Q2 24 | $287.3M | $873.8M |
总资产AMPLBCYC
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $717.6M | ||
| Q3 25 | $438.1M | $764.0M | ||
| Q2 25 | $456.6M | $832.2M | ||
| Q1 25 | $445.8M | $883.9M | ||
| Q4 24 | $445.9M | $956.9M | ||
| Q3 24 | $445.6M | $996.7M | ||
| Q2 24 | $445.4M | $1.1B |
负债/权益比AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.04× |
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 | $-19.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-19.9M |
| 自由现金流率自由现金流/营收 | -14.1% | -41.5% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 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 | $-252.0M |
8季度趋势，按日历期对齐
经营现金流AMPLBCYC
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $-19.3M | ||
| Q3 25 | $5.0M | $-71.2M | ||
| Q2 25 | $20.1M | $-72.8M | ||
| Q1 25 | $-8.0M | $-86.4M | ||
| Q4 24 | $3.2M | $-164.7M | ||
| Q3 24 | $6.2M | $-39.8M | ||
| Q2 24 | $9.2M | $-44.6M |
自由现金流AMPLBCYC
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-19.9M | ||
| Q3 25 | $4.5M | $-71.8M | ||
| Q2 25 | $19.5M | $-73.3M | ||
| Q1 25 | $-8.5M | $-87.0M | ||
| Q4 24 | $2.4M | $-166.0M | ||
| Q3 24 | $6.2M | $-40.3M | ||
| Q2 24 | $8.6M | $-45.0M |
自由现金流率AMPLBCYC
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -41.5% | ||
| Q3 25 | 5.1% | -612.3% | ||
| Q2 25 | 23.4% | -2509.7% | ||
| Q1 25 | -10.6% | -871.7% | ||
| Q4 24 | 3.1% | -4475.7% | ||
| Q3 24 | 8.2% | -1504.7% | ||
| Q2 24 | 11.8% | -481.2% |
资本支出强度AMPLBCYC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.5% | 5.7% | ||
| Q2 25 | 0.6% | 17.1% | ||
| Q1 25 | 0.5% | 6.1% | ||
| Q4 24 | 1.0% | 33.3% | ||
| Q3 24 | 0.0% | 16.3% | ||
| Q2 24 | 0.8% | 4.5% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
