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Amplitude, Inc.（AMPL）与Globalstar, Inc.（GSAT）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是Globalstar, Inc.的1.3倍（$91.4M vs $72.0M），Globalstar, Inc.净利率更高（-16.1% vs -19.3%，领先3.2%），Globalstar, Inc.同比增速更快（17.6% vs 17.0%），过去两年Globalstar, Inc.的营收复合增速更高（12.9% 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。
Globalstar Inc.是一家美国电信企业，运营近地轨道卫星星座，可提供卫星电话、低速数据传输及对地观测服务，其第二代卫星星座由25颗卫星组成，相关服务可覆盖全球大部分区域的通信及遥感需求。
AMPL vs GSAT — 直观对比
营收规模更大
AMPL
是对方的1.3倍
$72.0M
营收增速更快
GSAT
高出0.6%
17.0%
净利率更高
GSAT
高出3.2%
-19.3%
两年增速更快
GSAT
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $72.0M |
| 净利润 | $-17.7M | $-11.6M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -0.5% |
| 净利率 | -19.3% | -16.1% |
| 营收同比 | 17.0% | 17.6% |
| 净利润同比 | 45.8% | 76.9% |
| 每股收益（稀释后） | $-0.13 | $-0.11 |
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AMPLGSAT
| Q4 25 | $91.4M | $72.0M | ||
| Q3 25 | $88.6M | $73.8M | ||
| Q2 25 | $83.3M | $67.1M | ||
| Q1 25 | $80.0M | $60.0M | ||
| Q4 24 | $78.1M | $61.2M | ||
| Q3 24 | $75.2M | $72.3M | ||
| Q2 24 | $73.3M | $60.4M | ||
| Q1 24 | $72.6M | $56.5M |
净利润AMPLGSAT
| Q4 25 | $-17.7M | $-11.6M | ||
| Q3 25 | $-24.0M | $1.1M | ||
| Q2 25 | $-24.7M | $19.2M | ||
| Q1 25 | $-22.2M | $-17.3M | ||
| Q4 24 | $-32.6M | $-50.2M | ||
| Q3 24 | $-16.9M | $9.9M | ||
| Q2 24 | $-23.4M | $-9.7M | ||
| Q1 24 | $-21.5M | $-13.2M |
毛利率AMPLGSAT
| 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AMPLGSAT
| Q4 25 | -18.3% | -0.5% | ||
| Q3 25 | -26.0% | 13.8% | ||
| Q2 25 | -29.0% | 9.2% | ||
| Q1 25 | -26.8% | -14.2% | ||
| Q4 24 | -41.2% | -6.9% | ||
| Q3 24 | -21.4% | 13.0% | ||
| Q2 24 | -31.7% | -2.4% | ||
| Q1 24 | -29.0% | -8.3% |
净利率AMPLGSAT
| Q4 25 | -19.3% | -16.1% | ||
| Q3 25 | -27.1% | 1.5% | ||
| Q2 25 | -29.6% | 28.6% | ||
| Q1 25 | -27.8% | -28.9% | ||
| Q4 24 | -41.7% | -82.1% | ||
| Q3 24 | -22.4% | 13.7% | ||
| Q2 24 | -31.9% | -16.0% | ||
| Q1 24 | -29.5% | -23.4% |
每股收益（稀释后）AMPLGSAT
| Q4 25 | $-0.13 | $-0.11 | ||
| Q3 25 | $-0.18 | $-0.01 | ||
| Q2 25 | $-0.19 | $0.13 | ||
| Q1 25 | $-0.17 | $-0.16 | ||
| Q4 24 | $-0.25 | $-0.57 | ||
| Q3 24 | $-0.14 | $0.00 | ||
| Q2 24 | $-0.19 | $-0.01 | ||
| Q1 24 | $-0.18 | $-0.01 |
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 | $447.5M |
| 总债务越低越好 | — | $483.8M |
| 股东权益账面价值 | $245.3M | $355.7M |
| 总资产 | $420.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 1.36× |
8季度趋势，按日历期对齐
现金及短期投资AMPLGSAT
| Q4 25 | $192.0M | $447.5M | ||
| Q3 25 | $189.2M | $346.3M | ||
| Q2 25 | $208.1M | $308.2M | ||
| Q1 25 | $209.0M | $241.4M | ||
| Q4 24 | $241.1M | $391.2M | ||
| Q3 24 | $319.9M | $51.9M | ||
| Q2 24 | $318.3M | $64.3M | ||
| Q1 24 | $316.1M | $59.3M |
总债务AMPLGSAT
| Q4 25 | — | $483.8M | ||
| Q3 25 | — | $508.6M | ||
| Q2 25 | — | $491.5M | ||
| Q1 25 | — | $502.7M | ||
| Q4 24 | — | $511.4M | ||
| Q3 24 | — | $394.4M | ||
| Q2 24 | — | $393.1M | ||
| Q1 24 | — | $398.7M |
股东权益AMPLGSAT
| Q4 25 | $245.3M | $355.7M | ||
| Q3 25 | $262.2M | $364.8M | ||
| Q2 25 | $279.5M | $360.9M | ||
| Q1 25 | $289.5M | $344.3M | ||
| Q4 24 | $296.6M | $358.9M | ||
| Q3 24 | $290.0M | $394.1M | ||
| Q2 24 | $287.3M | $383.0M | ||
| Q1 24 | $289.2M | $377.1M |
总资产AMPLGSAT
| Q4 25 | $420.7M | $2.3B | ||
| Q3 25 | $438.1M | $2.2B | ||
| Q2 25 | $456.6M | $1.9B | ||
| Q1 25 | $445.8M | $1.7B | ||
| Q4 24 | $445.9M | $1.7B | ||
| Q3 24 | $445.6M | $917.6M | ||
| Q2 24 | $445.4M | $926.2M | ||
| Q1 24 | $437.9M | $917.0M |
负债/权益比AMPLGSAT
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.36× | ||
| Q1 25 | — | 1.46× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.06× |
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 | $175.9M |
| 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AMPLGSAT
| Q4 25 | $12.8M | $175.9M | ||
| Q3 25 | $5.0M | $236.0M | ||
| Q2 25 | $20.1M | $157.9M | ||
| Q1 25 | $-8.0M | $51.9M | ||
| Q4 24 | $3.2M | $340.7M | ||
| Q3 24 | $6.2M | $32.0M | ||
| Q2 24 | $9.2M | $36.7M | ||
| Q1 24 | $-48.0K | $29.8M |
自由现金流AMPLGSAT
| 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 | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLGSAT
| 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% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLGSAT
| 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% | — | ||
| Q1 24 | 0.5% | — |
现金转化率AMPLGSAT
| Q4 25 | — | — | ||
| Q3 25 | — | 216.53× | ||
| Q2 25 | — | 8.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.23× | ||
| Q2 24 | — | — | ||
| 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% |
GSAT
| Services | $67.4M | 94% |
| Products | $4.6M | 6% |
