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Amplitude, Inc.（AMPL）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是Amplitude, Inc.的1.6倍（$150.6M vs $91.4M），GLAUKOS Corp净利率更高（6.2% vs -19.3%，领先25.5%），GLAUKOS Corp同比增速更快（41.2% vs 17.0%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
AMPL vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.6倍
$91.4M
营收增速更快
GKOS
高出24.1%
17.0%
净利率更高
GKOS
高出25.5%
-19.3%
两年增速更快
GKOS
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $150.6M |
| 净利润 | $-17.7M | $9.4M |
| 毛利率 | 74.6% | 77.9% |
| 营业利润率 | -18.3% | 9.0% |
| 净利率 | -19.3% | 6.2% |
| 营收同比 | 17.0% | 41.2% |
| 净利润同比 | 45.8% | — |
| 每股收益（稀释后） | $-0.13 | — |
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AMPLGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $91.4M | $143.1M | ||
| Q3 25 | $88.6M | $133.5M | ||
| Q2 25 | $83.3M | $124.1M | ||
| Q1 25 | $80.0M | $106.7M | ||
| Q4 24 | $78.1M | $105.5M | ||
| Q3 24 | $75.2M | $96.7M | ||
| Q2 24 | $73.3M | $95.7M |
净利润AMPLGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $-17.7M | $-133.7M | ||
| Q3 25 | $-24.0M | $-16.2M | ||
| Q2 25 | $-24.7M | $-19.7M | ||
| Q1 25 | $-22.2M | $-18.1M | ||
| Q4 24 | $-32.6M | $-33.6M | ||
| Q3 24 | $-16.9M | $-21.4M | ||
| Q2 24 | $-23.4M | $-50.5M |
毛利率AMPLGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 74.6% | -1.1% | ||
| Q3 25 | 73.9% | 78.4% | ||
| Q2 25 | 72.6% | 78.3% | ||
| Q1 25 | 74.7% | 77.2% | ||
| Q4 24 | 74.7% | 72.9% | ||
| Q3 24 | 75.1% | 76.6% | ||
| Q2 24 | 73.4% | 76.4% |
营业利润率AMPLGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | -18.3% | -97.7% | ||
| Q3 25 | -26.0% | -12.3% | ||
| Q2 25 | -29.0% | -18.3% | ||
| Q1 25 | -26.8% | -19.4% | ||
| Q4 24 | -41.2% | -27.2% | ||
| Q3 24 | -21.4% | -25.5% | ||
| Q2 24 | -31.7% | -31.3% |
净利率AMPLGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | -19.3% | -93.4% | ||
| Q3 25 | -27.1% | -12.2% | ||
| Q2 25 | -29.6% | -15.8% | ||
| Q1 25 | -27.8% | -17.0% | ||
| Q4 24 | -41.7% | -31.8% | ||
| Q3 24 | -22.4% | -22.1% | ||
| Q2 24 | -31.9% | -52.8% |
每股收益（稀释后）AMPLGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-0.13 | $-2.34 | ||
| Q3 25 | $-0.18 | $-0.28 | ||
| Q2 25 | $-0.19 | $-0.34 | ||
| Q1 25 | $-0.17 | $-0.32 | ||
| Q4 24 | $-0.25 | $-0.56 | ||
| Q3 24 | $-0.14 | $-0.39 | ||
| Q2 24 | $-0.19 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $670.9M |
| 总资产 | $420.7M | $893.3M |
| 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AMPLGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $192.0M | $90.8M | ||
| Q3 25 | $189.2M | $98.2M | ||
| Q2 25 | $208.1M | $100.8M | ||
| Q1 25 | $209.0M | $114.3M | ||
| Q4 24 | $241.1M | $169.6M | ||
| Q3 24 | $319.9M | $100.1M | ||
| Q2 24 | $318.3M | $68.1M |
股东权益AMPLGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $245.3M | $656.2M | ||
| Q3 25 | $262.2M | $769.5M | ||
| Q2 25 | $279.5M | $765.1M | ||
| Q1 25 | $289.5M | $764.0M | ||
| Q4 24 | $296.6M | $766.9M | ||
| Q3 24 | $290.0M | $668.5M | ||
| Q2 24 | $287.3M | $665.2M |
总资产AMPLGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $420.7M | $893.5M | ||
| Q3 25 | $438.1M | $999.4M | ||
| Q2 25 | $456.6M | $987.0M | ||
| Q1 25 | $445.8M | $966.2M | ||
| Q4 24 | $445.9M | $974.8M | ||
| Q3 24 | $445.6M | $926.5M | ||
| Q2 24 | $445.4M | $919.7M |
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 | — |
| 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AMPLGKOS
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $6.8M | ||
| Q3 25 | $5.0M | $-10.1M | ||
| Q2 25 | $20.1M | $7.0M | ||
| Q1 25 | $-8.0M | $-18.5M | ||
| Q4 24 | $3.2M | $507.0K | ||
| Q3 24 | $6.2M | $-9.6M | ||
| Q2 24 | $9.2M | $-18.4M |
自由现金流AMPLGKOS
| Q1 26 | — | — | ||
| Q4 25 | $12.7M | $3.9M | ||
| Q3 25 | $4.5M | $-11.7M | ||
| Q2 25 | $19.5M | $5.8M | ||
| Q1 25 | $-8.5M | $-20.5M | ||
| Q4 24 | $2.4M | $-1.2M | ||
| Q3 24 | $6.2M | $-11.0M | ||
| Q2 24 | $8.6M | $-20.5M |
自由现金流率AMPLGKOS
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 2.7% | ||
| Q3 25 | 5.1% | -8.8% | ||
| Q2 25 | 23.4% | 4.7% | ||
| Q1 25 | -10.6% | -19.2% | ||
| Q4 24 | 3.1% | -1.2% | ||
| Q3 24 | 8.2% | -11.4% | ||
| Q2 24 | 11.8% | -21.4% |
资本支出强度AMPLGKOS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | 0.5% | 1.2% | ||
| Q2 25 | 0.6% | 0.9% | ||
| Q1 25 | 0.5% | 1.8% | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.8% | 2.2% |
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% |
GKOS
暂无分部数据
