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Amplitude, Inc.（AMPL）与INSTEEL INDUSTRIES INC（IIIN）财务数据对比。点击上方公司名可切换其他公司
INSTEEL INDUSTRIES INC的季度营收约是Amplitude, Inc.的1.7倍（$159.9M vs $91.4M），INSTEEL INDUSTRIES INC净利率更高（4.7% vs -19.3%，领先24.1%），INSTEEL INDUSTRIES INC同比增速更快（23.3% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $-2.2M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 12.0%）
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。
Insteel Industries Inc是美国领先的钢材加固产品制造商，主营焊接钢筋网、工程结构网、钢纤维等产品，主要服务北美地区非住宅建筑、基础设施、预制混凝土构件等领域客户，提供高性能建筑加固解决方案。
AMPL vs IIIN — 直观对比
营收规模更大
IIIN
是对方的1.7倍
$91.4M
营收增速更快
IIIN
高出6.3%
17.0%
净利率更高
IIIN
高出24.1%
-19.3%
自由现金流更多
AMPL
多$14.8M
$-2.2M
两年增速更快
AMPL
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $159.9M |
| 净利润 | $-17.7M | $7.6M |
| 毛利率 | 74.6% | 11.3% |
| 营业利润率 | -18.3% | 6.0% |
| 净利率 | -19.3% | 4.7% |
| 营收同比 | 17.0% | 23.3% |
| 净利润同比 | 45.8% | 602.4% |
| 每股收益（稀释后） | $-0.13 | $0.39 |
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AMPLIIIN
| Q4 25 | $91.4M | $159.9M | ||
| Q3 25 | $88.6M | $177.4M | ||
| Q2 25 | $83.3M | $179.9M | ||
| Q1 25 | $80.0M | $160.7M | ||
| Q4 24 | $78.1M | $129.7M | ||
| Q3 24 | $75.2M | $134.3M | ||
| Q2 24 | $73.3M | $145.8M | ||
| Q1 24 | $72.6M | $127.4M |
净利润AMPLIIIN
| Q4 25 | $-17.7M | $7.6M | ||
| Q3 25 | $-24.0M | $14.6M | ||
| Q2 25 | $-24.7M | $15.2M | ||
| Q1 25 | $-22.2M | $10.2M | ||
| Q4 24 | $-32.6M | $1.1M | ||
| Q3 24 | $-16.9M | $4.7M | ||
| Q2 24 | $-23.4M | $6.6M | ||
| Q1 24 | $-21.5M | $6.9M |
毛利率AMPLIIIN
| Q4 25 | 74.6% | 11.3% | ||
| Q3 25 | 73.9% | 16.1% | ||
| Q2 25 | 72.6% | 17.1% | ||
| Q1 25 | 74.7% | 15.3% | ||
| Q4 24 | 74.7% | 7.3% | ||
| Q3 24 | 75.1% | 9.1% | ||
| Q2 24 | 73.4% | 10.6% | ||
| Q1 24 | 74.0% | 12.3% |
营业利润率AMPLIIIN
| Q4 25 | -18.3% | 6.0% | ||
| Q3 25 | -26.0% | 10.8% | ||
| Q2 25 | -29.0% | 11.0% | ||
| Q1 25 | -26.8% | 8.3% | ||
| Q4 24 | -41.2% | 1.1% | ||
| Q3 24 | -21.4% | 4.5% | ||
| Q2 24 | -31.7% | 6.0% | ||
| Q1 24 | -29.0% | 7.0% |
净利率AMPLIIIN
| Q4 25 | -19.3% | 4.7% | ||
| Q3 25 | -27.1% | 8.2% | ||
| Q2 25 | -29.6% | 8.4% | ||
| Q1 25 | -27.8% | 6.4% | ||
| Q4 24 | -41.7% | 0.8% | ||
| Q3 24 | -22.4% | 3.5% | ||
| Q2 24 | -31.9% | 4.5% | ||
| Q1 24 | -29.5% | 5.4% |
每股收益（稀释后）AMPLIIIN
| Q4 25 | $-0.13 | $0.39 | ||
| Q3 25 | $-0.18 | $0.74 | ||
| Q2 25 | $-0.19 | $0.78 | ||
| Q1 25 | $-0.17 | $0.52 | ||
| Q4 24 | $-0.25 | $0.06 | ||
| Q3 24 | $-0.14 | $0.24 | ||
| Q2 24 | $-0.19 | $0.34 | ||
| 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 | $15.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $358.8M |
| 总资产 | $420.7M | $456.1M |
| 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AMPLIIIN
| Q4 25 | $192.0M | $15.6M | ||
| Q3 25 | $189.2M | $38.6M | ||
| Q2 25 | $208.1M | $53.7M | ||
| Q1 25 | $209.0M | $28.4M | ||
| Q4 24 | $241.1M | $36.0M | ||
| Q3 24 | $319.9M | $111.5M | ||
| Q2 24 | $318.3M | $97.7M | ||
| Q1 24 | $316.1M | $83.9M |
股东权益AMPLIIIN
| Q4 25 | $245.3M | $358.8M | ||
| Q3 25 | $262.2M | $371.5M | ||
| Q2 25 | $279.5M | $356.2M | ||
| Q1 25 | $289.5M | $341.4M | ||
| Q4 24 | $296.6M | $331.6M | ||
| Q3 24 | $290.0M | $350.9M | ||
| Q2 24 | $287.3M | $346.0M | ||
| Q1 24 | $289.2M | $340.6M |
总资产AMPLIIIN
| Q4 25 | $420.7M | $456.1M | ||
| Q3 25 | $438.1M | $462.6M | ||
| Q2 25 | $456.6M | $471.9M | ||
| Q1 25 | $445.8M | $421.9M | ||
| Q4 24 | $445.9M | $404.7M | ||
| Q3 24 | $445.6M | $422.6M | ||
| Q2 24 | $445.4M | $414.6M | ||
| Q1 24 | $437.9M | $397.2M |
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 | $-701.0K |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-2.2M |
| 自由现金流率自由现金流/营收 | 13.8% | -1.4% |
| 资本支出强度资本支出/营收 | 0.2% | 0.9% |
| 现金转化率经营现金流/净利润 | — | -0.09× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $439.0K |
8季度趋势，按日历期对齐
经营现金流AMPLIIIN
| Q4 25 | $12.8M | $-701.0K | ||
| Q3 25 | $5.0M | $-17.0M | ||
| Q2 25 | $20.1M | $28.5M | ||
| Q1 25 | $-8.0M | $-3.3M | ||
| Q4 24 | $3.2M | $19.0M | ||
| Q3 24 | $6.2M | $16.2M | ||
| Q2 24 | $9.2M | $18.8M | ||
| Q1 24 | $-48.0K | $1.4M |
自由现金流AMPLIIIN
| Q4 25 | $12.7M | $-2.2M | ||
| Q3 25 | $4.5M | $-18.7M | ||
| Q2 25 | $19.5M | $26.9M | ||
| Q1 25 | $-8.5M | $-5.5M | ||
| Q4 24 | $2.4M | $16.3M | ||
| Q3 24 | $6.2M | $14.5M | ||
| Q2 24 | $8.6M | $15.5M | ||
| Q1 24 | $-405.0K | $-580.0K |
自由现金流率AMPLIIIN
| Q4 25 | 13.8% | -1.4% | ||
| Q3 25 | 5.1% | -10.6% | ||
| Q2 25 | 23.4% | 15.0% | ||
| Q1 25 | -10.6% | -3.5% | ||
| Q4 24 | 3.1% | 12.6% | ||
| Q3 24 | 8.2% | 10.8% | ||
| Q2 24 | 11.8% | 10.7% | ||
| Q1 24 | -0.6% | -0.5% |
资本支出强度AMPLIIIN
| Q4 25 | 0.2% | 0.9% | ||
| Q3 25 | 0.5% | 1.0% | ||
| Q2 25 | 0.6% | 0.9% | ||
| Q1 25 | 0.5% | 1.4% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.5% | 1.5% |
现金转化率AMPLIIIN
| Q4 25 | — | -0.09× | ||
| Q3 25 | — | -1.17× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | 17.56× | ||
| Q3 24 | — | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | — | 0.20× |
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% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
