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Amplitude, Inc.（AMPL）与弗雷斯特研究公司（FORR）财务数据对比。点击上方公司名可切换其他公司
弗雷斯特研究公司的季度营收约是Amplitude, Inc.的1.1倍（$101.1M vs $91.4M），Amplitude, Inc.净利率更高（-19.3% vs -33.5%，领先14.2%），Amplitude, Inc.同比增速更快（17.0% vs -6.5%），Amplitude, Inc.自由现金流更多（$12.7M vs $-4.3M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 0.5%）
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。
福雷斯特研究公司是一家全球领先的研究咨询机构，主营业务涵盖行业研究、管理咨询与行业峰会举办，客户群体包括全球大型企业、科技公司与消费领域领军企业，公司总部位于美国马萨诸塞州剑桥市。
AMPL vs FORR — 直观对比
营收规模更大
FORR
是对方的1.1倍
$91.4M
营收增速更快
AMPL
高出23.5%
-6.5%
净利率更高
AMPL
高出14.2%
-33.5%
自由现金流更多
AMPL
多$16.9M
$-4.3M
两年增速更快
AMPL
近两年复合增速
0.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $101.1M |
| 净利润 | $-17.7M | $-33.9M |
| 毛利率 | 74.6% | 56.7% |
| 营业利润率 | -18.3% | -36.6% |
| 净利率 | -19.3% | -33.5% |
| 营收同比 | 17.0% | -6.5% |
| 净利润同比 | 45.8% | -7941.4% |
| 每股收益（稀释后） | $-0.13 | $-1.75 |
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AMPLFORR
| Q4 25 | $91.4M | $101.1M | ||
| Q3 25 | $88.6M | $94.3M | ||
| Q2 25 | $83.3M | $111.7M | ||
| Q1 25 | $80.0M | $89.9M | ||
| Q4 24 | $78.1M | $108.0M | ||
| Q3 24 | $75.2M | $102.5M | ||
| Q2 24 | $73.3M | $121.8M | ||
| Q1 24 | $72.6M | $100.1M |
净利润AMPLFORR
| Q4 25 | $-17.7M | $-33.9M | ||
| Q3 25 | $-24.0M | $-2.1M | ||
| Q2 25 | $-24.7M | $3.9M | ||
| Q1 25 | $-22.2M | $-87.3M | ||
| Q4 24 | $-32.6M | $432.0K | ||
| Q3 24 | $-16.9M | $-5.8M | ||
| Q2 24 | $-23.4M | $6.3M | ||
| Q1 24 | $-21.5M | $-6.7M |
毛利率AMPLFORR
| Q4 25 | 74.6% | 56.7% | ||
| Q3 25 | 73.9% | 60.0% | ||
| Q2 25 | 72.6% | 55.5% | ||
| Q1 25 | 74.7% | 55.9% | ||
| Q4 24 | 74.7% | 58.8% | ||
| Q3 24 | 75.1% | 60.5% | ||
| Q2 24 | 73.4% | 57.3% | ||
| Q1 24 | 74.0% | 54.9% |
营业利润率AMPLFORR
| Q4 25 | -18.3% | -36.6% | ||
| Q3 25 | -26.0% | 4.7% | ||
| Q2 25 | -29.0% | 6.2% | ||
| Q1 25 | -26.8% | -97.5% | ||
| Q4 24 | -41.2% | -0.5% | ||
| Q3 24 | -21.4% | -0.7% | ||
| Q2 24 | -31.7% | 9.3% | ||
| Q1 24 | -29.0% | -9.3% |
净利率AMPLFORR
| Q4 25 | -19.3% | -33.5% | ||
| Q3 25 | -27.1% | -2.3% | ||
| Q2 25 | -29.6% | 3.5% | ||
| Q1 25 | -27.8% | -97.1% | ||
| Q4 24 | -41.7% | 0.4% | ||
| Q3 24 | -22.4% | -5.7% | ||
| Q2 24 | -31.9% | 5.2% | ||
| Q1 24 | -29.5% | -6.7% |
每股收益（稀释后）AMPLFORR
| Q4 25 | $-0.13 | $-1.75 | ||
| Q3 25 | $-0.18 | $-0.11 | ||
| Q2 25 | $-0.19 | $0.20 | ||
| Q1 25 | $-0.17 | $-4.62 | ||
| Q4 24 | $-0.25 | $0.02 | ||
| Q3 24 | $-0.14 | $-0.30 | ||
| Q2 24 | $-0.19 | $0.33 | ||
| Q1 24 | $-0.18 | $-0.35 |
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 | $63.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $126.5M |
| 总资产 | $420.7M | $404.0M |
| 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AMPLFORR
| Q4 25 | $192.0M | $63.3M | ||
| Q3 25 | $189.2M | $65.1M | ||
| Q2 25 | $208.1M | $67.8M | ||
| Q1 25 | $209.0M | $75.6M | ||
| Q4 24 | $241.1M | $56.1M | ||
| Q3 24 | $319.9M | $62.8M | ||
| Q2 24 | $318.3M | $58.9M | ||
| Q1 24 | $316.1M | $61.4M |
股东权益AMPLFORR
| Q4 25 | $245.3M | $126.5M | ||
| Q3 25 | $262.2M | $157.7M | ||
| Q2 25 | $279.5M | $159.5M | ||
| Q1 25 | $289.5M | $147.4M | ||
| Q4 24 | $296.6M | $229.5M | ||
| Q3 24 | $290.0M | $234.3M | ||
| Q2 24 | $287.3M | $237.1M | ||
| Q1 24 | $289.2M | $230.9M |
总资产AMPLFORR
| Q4 25 | $420.7M | $404.0M | ||
| Q3 25 | $438.1M | $414.2M | ||
| Q2 25 | $456.6M | $436.0M | ||
| Q1 25 | $445.8M | $439.8M | ||
| Q4 24 | $445.9M | $503.9M | ||
| Q3 24 | $445.6M | $505.3M | ||
| Q2 24 | $445.4M | $524.2M | ||
| Q1 24 | $437.9M | $555.7M |
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 | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-4.3M |
| 自由现金流率自由现金流/营收 | 13.8% | -4.2% |
| 资本支出强度资本支出/营收 | 0.2% | 1.1% |
| 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 | $18.1M |
8季度趋势，按日历期对齐
经营现金流AMPLFORR
| Q4 25 | $12.8M | $-3.2M | ||
| Q3 25 | $5.0M | $1.2M | ||
| Q2 25 | $20.1M | $-3.6M | ||
| Q1 25 | $-8.0M | $26.7M | ||
| Q4 24 | $3.2M | $-1.8M | ||
| Q3 24 | $6.2M | $264.0K | ||
| Q2 24 | $9.2M | $-2.9M | ||
| Q1 24 | $-48.0K | $611.0K |
自由现金流AMPLFORR
| Q4 25 | $12.7M | $-4.3M | ||
| Q3 25 | $4.5M | $524.0K | ||
| Q2 25 | $19.5M | $-4.2M | ||
| Q1 25 | $-8.5M | $26.1M | ||
| Q4 24 | $2.4M | $-2.5M | ||
| Q3 24 | $6.2M | $-223.0K | ||
| Q2 24 | $8.6M | $-3.7M | ||
| Q1 24 | $-405.0K | $-815.0K |
自由现金流率AMPLFORR
| Q4 25 | 13.8% | -4.2% | ||
| Q3 25 | 5.1% | 0.6% | ||
| Q2 25 | 23.4% | -3.8% | ||
| Q1 25 | -10.6% | 29.0% | ||
| Q4 24 | 3.1% | -2.3% | ||
| Q3 24 | 8.2% | -0.2% | ||
| Q2 24 | 11.8% | -3.1% | ||
| Q1 24 | -0.6% | -0.8% |
资本支出强度AMPLFORR
| Q4 25 | 0.2% | 1.1% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 0.6% | 0.5% | ||
| Q1 25 | 0.5% | 0.7% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.5% | 1.4% |
现金转化率AMPLFORR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.46× | ||
| Q1 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
| US | $55.8M | 61% |
| International | $35.7M | 39% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
