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Amplitude, Inc.（AMPL）与FIRST MERCHANTS CORP（FRME）财务数据对比。点击上方公司名可切换其他公司
FIRST MERCHANTS CORP的季度营收约是Amplitude, Inc.的1.7倍（$157.1M vs $91.4M），FIRST MERCHANTS CORP净利率更高（17.9% vs -19.3%，领先37.2%），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -0.9%）
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。
第一商人集团是总部位于美国印第安纳州曼西的金融控股公司，业务覆盖印第安纳州中部地区，旗下拥有第一商人银行、第一商人私人财富顾问两大板块，在纳斯达克上市，股票代码为FRME。截至2023年3月，集团总资产达182亿美元，为客户提供商业银行、个人银行及投资顾问服务。
AMPL vs FRME — 直观对比
营收规模更大
FRME
是对方的1.7倍
$91.4M
净利率更高
FRME
高出37.2%
-19.3%
两年增速更快
AMPL
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $157.1M |
| 净利润 | $-17.7M | $28.2M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | — |
| 净利率 | -19.3% | 17.9% |
| 营收同比 | 17.0% | — |
| 净利润同比 | 45.8% | -49.1% |
| 每股收益（稀释后） | $-0.13 | $0.45 |
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AMPLFRME
| Q1 26 | — | $157.1M | ||
| Q4 25 | $91.4M | $172.2M | ||
| Q3 25 | $88.6M | $166.1M | ||
| Q2 25 | $83.3M | $164.3M | ||
| Q1 25 | $80.0M | $160.3M | ||
| Q4 24 | $78.1M | $177.1M | ||
| Q3 24 | $75.2M | $156.0M | ||
| Q2 24 | $73.3M | $159.9M |
净利润AMPLFRME
| Q1 26 | — | $28.2M | ||
| Q4 25 | $-17.7M | $57.1M | ||
| Q3 25 | $-24.0M | $56.8M | ||
| Q2 25 | $-24.7M | $56.8M | ||
| Q1 25 | $-22.2M | $55.3M | ||
| Q4 24 | $-32.6M | $64.3M | ||
| Q3 24 | $-16.9M | $49.2M | ||
| Q2 24 | $-23.4M | $39.9M |
毛利率AMPLFRME
| 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AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | -18.3% | 38.0% | ||
| Q3 25 | -26.0% | 39.3% | ||
| Q2 25 | -29.0% | 39.6% | ||
| Q1 25 | -26.8% | 39.4% | ||
| Q4 24 | -41.2% | 43.3% | ||
| Q3 24 | -21.4% | 36.1% | ||
| Q2 24 | -31.7% | 27.5% |
净利率AMPLFRME
| Q1 26 | — | 17.9% | ||
| Q4 25 | -19.3% | 33.1% | ||
| Q3 25 | -27.1% | 34.2% | ||
| Q2 25 | -29.6% | 34.6% | ||
| Q1 25 | -27.8% | 34.5% | ||
| Q4 24 | -41.7% | 36.3% | ||
| Q3 24 | -22.4% | 31.5% | ||
| Q2 24 | -31.9% | 25.0% |
每股收益（稀释后）AMPLFRME
| Q1 26 | — | $0.45 | ||
| Q4 25 | $-0.13 | $0.98 | ||
| Q3 25 | $-0.18 | $0.98 | ||
| Q2 25 | $-0.19 | $0.98 | ||
| Q1 25 | $-0.17 | $0.94 | ||
| Q4 24 | $-0.25 | $1.09 | ||
| Q3 24 | $-0.14 | $0.84 | ||
| Q2 24 | $-0.19 | $0.68 |
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 | — | — |
| 股东权益账面价值 | $245.3M | $2.7B |
| 总资产 | $420.7M | $21.1B |
| 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AMPLFRME
| 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 | — |
股东权益AMPLFRME
| Q1 26 | — | $2.7B | ||
| Q4 25 | $245.3M | $2.5B | ||
| Q3 25 | $262.2M | $2.4B | ||
| Q2 25 | $279.5M | $2.3B | ||
| Q1 25 | $289.5M | $2.3B | ||
| Q4 24 | $296.6M | $2.3B | ||
| Q3 24 | $290.0M | $2.3B | ||
| Q2 24 | $287.3M | $2.2B |
总资产AMPLFRME
| Q1 26 | — | $21.1B | ||
| Q4 25 | $420.7M | $19.0B | ||
| Q3 25 | $438.1M | $18.8B | ||
| Q2 25 | $456.6M | $18.6B | ||
| Q1 25 | $445.8M | $18.4B | ||
| Q4 24 | $445.9M | $18.3B | ||
| Q3 24 | $445.6M | $18.3B | ||
| Q2 24 | $445.4M | $18.3B |
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AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $283.6M | ||
| Q3 25 | $5.0M | $87.6M | ||
| Q2 25 | $20.1M | $53.7M | ||
| Q1 25 | $-8.0M | $61.7M | ||
| Q4 24 | $3.2M | $266.2M | ||
| Q3 24 | $6.2M | $76.8M | ||
| Q2 24 | $9.2M | $63.0M |
自由现金流AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | $12.7M | — | ||
| 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AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| 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AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| 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AMPLFRME
| Q1 26 | — | — | ||
| Q4 25 | — | 4.97× | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 4.14× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.58× |
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% |
FRME
| Net Interest Income | $151.3M | 96% |
| Noninterest Income | $5.8M | 4% |
