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Amplitude, Inc.(AMPL)与Beam Therapeutics Inc.(BEAM)财务数据对比。点击上方公司名可切换其他公司
Beam Therapeutics Inc.的季度营收约是Amplitude, Inc.的1.2倍($114.1M vs $93.5M),Beam Therapeutics Inc.同比增速更快(279.5% vs 17.0%),Amplitude, Inc.自由现金流更多($-13.2M vs $-87.0M)
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。
Beam Therapeutics是一家美国生物技术企业,专注于基因治疗与基因组编辑领域的研发,总部位于马萨诸塞州剑桥市。公司依托CRISPR碱基编辑和先导编辑技术,可通过酶促作用修改DNA序列中的单个核苷酸,且不会造成DNA双链断裂,以此开发相关治疗方案。
AMPL vs BEAM — 直观对比
营收规模更大
BEAM
是对方的1.2倍
$93.5M
营收增速更快
BEAM
高出262.5%
17.0%
自由现金流更多
AMPL
多$73.8M
$-87.0M
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $93.5M | $114.1M |
| 净利润 | — | $244.3M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | -15.3% |
| 净利率 | — | 214.1% |
| 营收同比 | 17.0% | 279.5% |
| 净利润同比 | — | 370.4% |
| 每股收益(稀释后) | $-0.17 | $2.53 |
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
AMPL
BEAM
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $114.1M | ||
| Q3 25 | $88.6M | — | ||
| Q2 25 | $83.3M | — | ||
| Q1 25 | $80.0M | — | ||
| Q4 24 | $78.1M | — | ||
| Q3 24 | $75.2M | — | ||
| Q2 24 | $73.3M | — |
净利润
AMPL
BEAM
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $244.3M | ||
| Q3 25 | $-24.0M | — | ||
| Q2 25 | $-24.7M | — | ||
| Q1 25 | $-22.2M | — | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | — | ||
| Q2 24 | $-23.4M | — |
毛利率
AMPL
BEAM
| 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
AMPL
BEAM
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | -15.3% | ||
| Q3 25 | -26.0% | — | ||
| Q2 25 | -29.0% | — | ||
| Q1 25 | -26.8% | — | ||
| Q4 24 | -41.2% | — | ||
| Q3 24 | -21.4% | — | ||
| Q2 24 | -31.7% | — |
净利率
AMPL
BEAM
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 214.1% | ||
| Q3 25 | -27.1% | — | ||
| Q2 25 | -29.6% | — | ||
| Q1 25 | -27.8% | — | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | — | ||
| Q2 24 | -31.9% | — |
每股收益(稀释后)
AMPL
BEAM
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $2.53 | ||
| Q3 25 | $-0.18 | — | ||
| Q2 25 | $-0.19 | — | ||
| Q1 25 | $-0.17 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.19 | — |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $401.7M | $1.5B |
| 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
AMPL
BEAM
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $1.2B | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — |
股东权益
AMPL
BEAM
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $1.2B | ||
| Q3 25 | $262.2M | — | ||
| Q2 25 | $279.5M | — | ||
| Q1 25 | $289.5M | — | ||
| Q4 24 | $296.6M | — | ||
| Q3 24 | $290.0M | — | ||
| Q2 24 | $287.3M | — |
总资产
AMPL
BEAM
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $1.5B | ||
| Q3 25 | $438.1M | — | ||
| Q2 25 | $456.6M | — | ||
| Q1 25 | $445.8M | — | ||
| Q4 24 | $445.9M | — | ||
| Q3 24 | $445.6M | — | ||
| Q2 24 | $445.4M | — |
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 | $-83.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-87.0M |
| 自由现金流率自由现金流/营收 | -14.1% | -76.3% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | -0.34× |
| 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
AMPL
BEAM
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $-83.3M | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | $-8.0M | — | ||
| Q4 24 | $3.2M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $9.2M | — |
自由现金流
AMPL
BEAM
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-87.0M | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — |
自由现金流率
AMPL
BEAM
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -76.3% | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — |
资本支出强度
AMPL
BEAM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.3% | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — |
现金转化率
AMPL
BEAM
| Q1 26 | — | — | ||
| Q4 25 | — | -0.34× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
业务分部营收拆解
AMPL
暂无分部数据
BEAM
| Pfizer | $109.1M | 96% |
| Other | $5.0M | 4% |