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Amplitude, Inc.（AMPL）与Fat Brands, Inc（FAT）财务数据对比。点击上方公司名可切换其他公司
Fat Brands, Inc的季度营收约是Amplitude, Inc.的1.5倍（$140.0M vs $91.4M），Amplitude, Inc.净利率更高（-19.3% vs -41.6%，领先22.3%），Amplitude, Inc.同比增速更快（17.0% vs -2.3%），Amplitude, Inc.自由现金流更多（$12.7M vs $-16.9M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -6.1%）
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。
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
AMPL vs FAT — 直观对比
营收规模更大
FAT
是对方的1.5倍
$91.4M
营收增速更快
AMPL
高出19.4%
-2.3%
净利率更高
AMPL
高出22.3%
-41.6%
自由现金流更多
AMPL
多$29.5M
$-16.9M
两年增速更快
AMPL
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $140.0M |
| 净利润 | $-17.7M | $-58.2M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -12.4% |
| 净利率 | -19.3% | -41.6% |
| 营收同比 | 17.0% | -2.3% |
| 净利润同比 | 45.8% | -30.1% |
| 每股收益（稀释后） | $-0.13 | $-3.39 |
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AMPLFAT
| Q4 25 | $91.4M | — | ||
| Q3 25 | $88.6M | $140.0M | ||
| Q2 25 | $83.3M | $146.8M | ||
| Q1 25 | $80.0M | $142.0M | ||
| Q4 24 | $78.1M | $145.3M | ||
| Q3 24 | $75.2M | $143.4M | ||
| Q2 24 | $73.3M | $152.0M | ||
| Q1 24 | $72.6M | $152.0M |
净利润AMPLFAT
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $-58.2M | ||
| Q2 25 | $-24.7M | $-54.2M | ||
| Q1 25 | $-22.2M | $-46.0M | ||
| Q4 24 | $-32.6M | $-67.4M | ||
| Q3 24 | $-16.9M | $-44.8M | ||
| Q2 24 | $-23.4M | $-39.4M | ||
| Q1 24 | $-21.5M | $-38.3M |
毛利率AMPLFAT
| 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% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLFAT
| Q4 25 | -18.3% | — | ||
| Q3 25 | -26.0% | -12.4% | ||
| Q2 25 | -29.0% | -10.6% | ||
| Q1 25 | -26.8% | -6.0% | ||
| Q4 24 | -41.2% | -27.1% | ||
| Q3 24 | -21.4% | -6.2% | ||
| Q2 24 | -31.7% | -1.8% | ||
| Q1 24 | -29.0% | -0.9% |
净利率AMPLFAT
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | -41.6% | ||
| Q2 25 | -29.6% | -36.9% | ||
| Q1 25 | -27.8% | -32.4% | ||
| Q4 24 | -41.7% | -46.4% | ||
| Q3 24 | -22.4% | -31.2% | ||
| Q2 24 | -31.9% | -25.9% | ||
| Q1 24 | -29.5% | -25.2% |
每股收益（稀释后）AMPLFAT
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.18 | $-3.39 | ||
| Q2 25 | $-0.19 | $-3.17 | ||
| Q1 25 | $-0.17 | $-2.73 | ||
| Q4 24 | $-0.25 | $-4.06 | ||
| Q3 24 | $-0.14 | $-2.74 | ||
| Q2 24 | $-0.19 | $-2.43 | ||
| Q1 24 | $-0.18 | $-2.37 |
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 | — | $1.3B |
| 股东权益账面价值 | $245.3M | $-585.8M |
| 总资产 | $420.7M | $1.2B |
| 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AMPLFAT
| 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 | — | ||
| Q1 24 | $316.1M | — |
总债务AMPLFAT
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益AMPLFAT
| Q4 25 | $245.3M | — | ||
| Q3 25 | $262.2M | $-585.8M | ||
| Q2 25 | $279.5M | $-536.5M | ||
| Q1 25 | $289.5M | $-493.9M | ||
| Q4 24 | $296.6M | $-455.7M | ||
| Q3 24 | $290.0M | $-386.1M | ||
| Q2 24 | $287.3M | $-338.6M | ||
| Q1 24 | $289.2M | $-296.8M |
总资产AMPLFAT
| Q4 25 | $420.7M | — | ||
| Q3 25 | $438.1M | $1.2B | ||
| Q2 25 | $456.6M | $1.2B | ||
| Q1 25 | $445.8M | $1.3B | ||
| Q4 24 | $445.9M | $1.3B | ||
| Q3 24 | $445.6M | $1.3B | ||
| Q2 24 | $445.4M | $1.4B | ||
| Q1 24 | $437.9M | $1.4B |
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 | $-14.5M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-16.9M |
| 自由现金流率自由现金流/营收 | 13.8% | -12.1% |
| 资本支出强度资本支出/营收 | 0.2% | 1.7% |
| 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 | $-75.0M |
8季度趋势，按日历期对齐
经营现金流AMPLFAT
| Q4 25 | $12.8M | — | ||
| Q3 25 | $5.0M | $-14.5M | ||
| Q2 25 | $20.1M | $-26.9M | ||
| Q1 25 | $-8.0M | $-13.2M | ||
| Q4 24 | $3.2M | $-10.4M | ||
| Q3 24 | $6.2M | $-3.2M | ||
| Q2 24 | $9.2M | $-14.2M | ||
| Q1 24 | $-48.0K | $-28.4M |
自由现金流AMPLFAT
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | $-16.9M | ||
| Q2 25 | $19.5M | $-29.3M | ||
| Q1 25 | $-8.5M | $-17.8M | ||
| Q4 24 | $2.4M | $-11.0M | ||
| Q3 24 | $6.2M | $-11.1M | ||
| Q2 24 | $8.6M | $-24.4M | ||
| Q1 24 | $-405.0K | $-32.5M |
自由现金流率AMPLFAT
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | -12.1% | ||
| Q2 25 | 23.4% | -20.0% | ||
| Q1 25 | -10.6% | -12.5% | ||
| Q4 24 | 3.1% | -7.6% | ||
| Q3 24 | 8.2% | -7.7% | ||
| Q2 24 | 11.8% | -16.1% | ||
| Q1 24 | -0.6% | -21.4% |
资本支出强度AMPLFAT
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | 1.7% | ||
| Q2 25 | 0.6% | 1.6% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | 1.0% | 0.4% | ||
| Q3 24 | 0.0% | 5.5% | ||
| Q2 24 | 0.8% | 6.7% | ||
| Q1 24 | 0.5% | 2.7% |
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% |
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
