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Amplitude, Inc.(AMPL)与慧与(EFSC)财务数据对比。点击上方公司名可切换其他公司
慧与的季度营收约是Amplitude, Inc.的2.0倍($185.2M vs $93.5M),过去两年Amplitude, Inc.的营收复合增速更高(12.9% vs 9.0%)
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。
慧与(Hewlett Packard Enterprise,简称HPE)是总部位于美国得克萨斯州斯普林的跨国信息技术企业,面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务,2018年位列美国《财富》500强第107位。
AMPL vs EFSC — 直观对比
营收规模更大
EFSC
是对方的2.0倍
$93.5M
两年增速更快
AMPL
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $93.5M | $185.2M |
| 净利润 | — | $49.4M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | — | 26.6% |
| 营收同比 | 17.0% | — |
| 净利润同比 | — | -1.2% |
| 每股收益(稀释后) | $-0.17 | $1.30 |
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
EFSC
| Q1 26 | $93.5M | $185.2M | ||
| Q4 25 | $91.4M | $193.6M | ||
| Q3 25 | $88.6M | $206.9M | ||
| Q2 25 | $83.3M | $173.4M | ||
| Q1 25 | $80.0M | $166.0M | ||
| Q4 24 | $78.1M | $167.0M | ||
| Q3 24 | $75.2M | $164.9M | ||
| Q2 24 | $73.3M | $156.0M |
净利润
AMPL
EFSC
| Q1 26 | — | $49.4M | ||
| Q4 25 | $-17.7M | $54.8M | ||
| Q3 25 | $-24.0M | $45.2M | ||
| Q2 25 | $-24.7M | $51.4M | ||
| Q1 25 | $-22.2M | $50.0M | ||
| Q4 24 | $-32.6M | $48.8M | ||
| Q3 24 | $-16.9M | $50.6M | ||
| Q2 24 | $-23.4M | $45.4M |
毛利率
AMPL
EFSC
| 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
EFSC
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | — | ||
| Q3 25 | -26.0% | 42.9% | ||
| Q2 25 | -29.0% | 37.0% | ||
| Q1 25 | -26.8% | 36.8% | ||
| Q4 24 | -41.2% | — | ||
| Q3 24 | -21.4% | 38.1% | ||
| Q2 24 | -31.7% | 36.7% |
净利率
AMPL
EFSC
| Q1 26 | — | 26.6% | ||
| Q4 25 | -19.3% | 28.3% | ||
| Q3 25 | -27.1% | 21.9% | ||
| Q2 25 | -29.6% | 29.6% | ||
| Q1 25 | -27.8% | 30.1% | ||
| Q4 24 | -41.7% | 29.2% | ||
| Q3 24 | -22.4% | 30.7% | ||
| Q2 24 | -31.9% | 29.1% |
每股收益(稀释后)
AMPL
EFSC
| Q1 26 | $-0.17 | $1.30 | ||
| Q4 25 | $-0.13 | $1.45 | ||
| Q3 25 | $-0.18 | $1.19 | ||
| Q2 25 | $-0.19 | $1.36 | ||
| Q1 25 | $-0.17 | $1.31 | ||
| Q4 24 | $-0.25 | $1.27 | ||
| Q3 24 | $-0.14 | $1.32 | ||
| Q2 24 | $-0.19 | $1.19 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $401.7M | $17.3B |
| 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
EFSC
| Q1 26 | $86.6M | — | ||
| 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 | — |
股东权益
AMPL
EFSC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $245.3M | $2.0B | ||
| Q3 25 | $262.2M | $2.0B | ||
| Q2 25 | $279.5M | $1.9B | ||
| Q1 25 | $289.5M | $1.9B | ||
| Q4 24 | $296.6M | $1.8B | ||
| Q3 24 | $290.0M | $1.8B | ||
| Q2 24 | $287.3M | $1.8B |
总资产
AMPL
EFSC
| Q1 26 | $401.7M | $17.3B | ||
| Q4 25 | $420.7M | $17.3B | ||
| Q3 25 | $438.1M | $16.4B | ||
| Q2 25 | $456.6M | $16.1B | ||
| Q1 25 | $445.8M | $15.7B | ||
| Q4 24 | $445.9M | $15.6B | ||
| Q3 24 | $445.6M | $15.0B | ||
| Q2 24 | $445.4M | $14.6B |
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 | — |
| 自由现金流率自由现金流/营收 | -14.1% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AMPL
EFSC
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $193.5M | ||
| Q3 25 | $5.0M | $49.4M | ||
| Q2 25 | $20.1M | $61.3M | ||
| Q1 25 | $-8.0M | $40.0M | ||
| Q4 24 | $3.2M | $247.4M | ||
| Q3 24 | $6.2M | $89.0M | ||
| Q2 24 | $9.2M | $76.5M |
自由现金流
AMPL
EFSC
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $181.5M | ||
| Q3 25 | $4.5M | $47.1M | ||
| Q2 25 | $19.5M | $59.0M | ||
| Q1 25 | $-8.5M | $35.6M | ||
| Q4 24 | $2.4M | $239.9M | ||
| Q3 24 | $6.2M | $88.2M | ||
| Q2 24 | $8.6M | $74.7M |
自由现金流率
AMPL
EFSC
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 93.8% | ||
| Q3 25 | 5.1% | 22.8% | ||
| Q2 25 | 23.4% | 34.0% | ||
| Q1 25 | -10.6% | 21.5% | ||
| Q4 24 | 3.1% | 143.7% | ||
| Q3 24 | 8.2% | 53.5% | ||
| Q2 24 | 11.8% | 47.9% |
资本支出强度
AMPL
EFSC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 6.2% | ||
| Q3 25 | 0.5% | 1.1% | ||
| Q2 25 | 0.6% | 1.3% | ||
| Q1 25 | 0.5% | 2.7% | ||
| Q4 24 | 1.0% | 4.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.8% | 1.1% |
现金转化率
AMPL
EFSC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.53× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 5.07× | ||
| Q3 24 | — | 1.76× | ||
| Q2 24 | — | 1.68× |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |