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Amplitude, Inc.（AMPL）与CAMDEN NATIONAL CORP（CAC）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CAMDEN NATIONAL CORP的1.4倍（$91.4M vs $64.3M），CAMDEN NATIONAL CORP净利率更高（34.0% vs -19.3%，领先53.3%），过去两年CAMDEN NATIONAL CORP的营收复合增速更高（22.6% vs 12.2%）
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。
卡姆登国民银行是一家总部位于美国缅因州卡姆登的商业银行，是上市银行控股公司卡姆登国民集团的核心子公司。该行创立于1875年，1984年完成企业重组后成为控股公司直接持有的全资子公司。2025年与诺斯韦金融合并后，合并后机构总资产约为70亿美元。
AMPL vs CAC — 直观对比
营收规模更大
AMPL
是对方的1.4倍
$64.3M
净利率更高
CAC
高出53.3%
-19.3%
两年增速更快
CAC
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $64.3M |
| 净利润 | $-17.7M | $21.9M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | — |
| 净利率 | -19.3% | 34.0% |
| 营收同比 | 17.0% | — |
| 净利润同比 | 45.8% | — |
| 每股收益（稀释后） | $-0.13 | $1.29 |
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AMPLCAC
| Q1 26 | — | $64.3M | ||
| Q4 25 | $91.4M | $68.1M | ||
| Q3 25 | $88.6M | $65.4M | ||
| Q2 25 | $83.3M | $62.3M | ||
| Q1 25 | $80.0M | $60.1M | ||
| Q4 24 | $78.1M | $47.6M | ||
| Q3 24 | $75.2M | $45.0M | ||
| Q2 24 | $73.3M | $42.8M |
净利润AMPLCAC
| Q1 26 | — | $21.9M | ||
| Q4 25 | $-17.7M | $22.6M | ||
| Q3 25 | $-24.0M | $21.2M | ||
| Q2 25 | $-24.7M | $14.1M | ||
| Q1 25 | $-22.2M | $7.3M | ||
| Q4 24 | $-32.6M | $14.7M | ||
| Q3 24 | $-16.9M | $13.1M | ||
| Q2 24 | $-23.4M | $12.0M |
毛利率AMPLCAC
| Q1 26 | — | — | ||
| 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AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | -18.3% | 41.5% | ||
| Q3 25 | -26.0% | 40.5% | ||
| Q2 25 | -29.0% | 28.5% | ||
| Q1 25 | -26.8% | 10.3% | ||
| Q4 24 | -41.2% | 38.7% | ||
| Q3 24 | -21.4% | 35.2% | ||
| Q2 24 | -31.7% | 34.7% |
净利率AMPLCAC
| Q1 26 | — | 34.0% | ||
| Q4 25 | -19.3% | 33.1% | ||
| Q3 25 | -27.1% | 32.4% | ||
| Q2 25 | -29.6% | 22.6% | ||
| Q1 25 | -27.8% | 12.2% | ||
| Q4 24 | -41.7% | 30.8% | ||
| Q3 24 | -22.4% | 29.1% | ||
| Q2 24 | -31.9% | 28.0% |
每股收益（稀释后）AMPLCAC
| Q1 26 | — | $1.29 | ||
| Q4 25 | $-0.13 | $1.33 | ||
| Q3 25 | $-0.18 | $1.25 | ||
| Q2 25 | $-0.19 | $0.83 | ||
| Q1 25 | $-0.17 | $0.43 | ||
| Q4 24 | $-0.25 | $1.00 | ||
| Q3 24 | $-0.14 | $0.90 | ||
| Q2 24 | $-0.19 | $0.81 |
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 | — |
| 总债务越低越好 | — | $514.4M |
| 股东权益账面价值 | $245.3M | $710.0M |
| 总资产 | $420.7M | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — |
总债务AMPLCAC
| Q1 26 | — | $514.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMPLCAC
| Q1 26 | — | $710.0M | ||
| Q4 25 | $245.3M | $696.6M | ||
| Q3 25 | $262.2M | $676.4M | ||
| Q2 25 | $279.5M | $652.1M | ||
| Q1 25 | $289.5M | $640.1M | ||
| Q4 24 | $296.6M | $531.2M | ||
| Q3 24 | $290.0M | $529.9M | ||
| Q2 24 | $287.3M | $508.3M |
总资产AMPLCAC
| Q1 26 | — | $7.0B | ||
| Q4 25 | $420.7M | $7.0B | ||
| Q3 25 | $438.1M | $7.0B | ||
| Q2 25 | $456.6M | $6.9B | ||
| Q1 25 | $445.8M | $7.0B | ||
| Q4 24 | $445.9M | $5.8B | ||
| Q3 24 | $445.6M | $5.7B | ||
| Q2 24 | $445.4M | $5.7B |
负债/权益比AMPLCAC
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $63.9M | ||
| Q3 25 | $5.0M | $36.1M | ||
| Q2 25 | $20.1M | $6.0M | ||
| Q1 25 | $-8.0M | $1.0M | ||
| Q4 24 | $3.2M | $60.9M | ||
| Q3 24 | $6.2M | $-14.5M | ||
| Q2 24 | $9.2M | $14.5M |
自由现金流AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | $12.7M | $58.2M | ||
| Q3 25 | $4.5M | $35.4M | ||
| Q2 25 | $19.5M | $4.5M | ||
| Q1 25 | $-8.5M | $-727.0K | ||
| Q4 24 | $2.4M | $55.4M | ||
| Q3 24 | $6.2M | $-16.2M | ||
| Q2 24 | $8.6M | $13.2M |
自由现金流率AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 85.5% | ||
| Q3 25 | 5.1% | 54.1% | ||
| Q2 25 | 23.4% | 7.3% | ||
| Q1 25 | -10.6% | -1.2% | ||
| Q4 24 | 3.1% | 116.4% | ||
| Q3 24 | 8.2% | -36.0% | ||
| Q2 24 | 11.8% | 30.8% |
资本支出强度AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 8.4% | ||
| Q3 25 | 0.5% | 1.1% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | 0.5% | 2.9% | ||
| Q4 24 | 1.0% | 11.7% | ||
| Q3 24 | 0.0% | 3.8% | ||
| Q2 24 | 0.8% | 3.0% |
现金转化率AMPLCAC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.83× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 4.15× | ||
| Q3 24 | — | -1.11× | ||
| Q2 24 | — | 1.21× |
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% |
CAC
| Net Interest Income | $52.4M | 81% |
| Noninterest Income | $12.0M | 19% |
