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Amplitude, Inc.（AMPL）与IMAX（IMAX）财务数据对比。点击上方公司名可切换其他公司
IMAX的季度营收约是Amplitude, Inc.的1.4倍（$125.2M vs $91.4M），IMAX净利率更高（0.5% vs -19.3%，领先19.8%），IMAX同比增速更快（35.1% vs 17.0%），IMAX自由现金流更多（$28.0M vs $12.7M），过去两年IMAX的营收复合增速更高（25.8% 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。
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
AMPL vs IMAX — 直观对比
营收规模更大
IMAX
是对方的1.4倍
$91.4M
营收增速更快
IMAX
高出18.1%
17.0%
净利率更高
IMAX
高出19.8%
-19.3%
自由现金流更多
IMAX
多$15.3M
$12.7M
两年增速更快
IMAX
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $125.2M |
| 净利润 | $-17.7M | $637.0K |
| 毛利率 | 74.6% | 57.6% |
| 营业利润率 | -18.3% | 19.3% |
| 净利率 | -19.3% | 0.5% |
| 营收同比 | 17.0% | 35.1% |
| 净利润同比 | 45.8% | -88.0% |
| 每股收益（稀释后） | $-0.13 | $0.02 |
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AMPLIMAX
| Q4 25 | $91.4M | $125.2M | ||
| Q3 25 | $88.6M | $106.7M | ||
| Q2 25 | $83.3M | $91.7M | ||
| Q1 25 | $80.0M | $86.7M | ||
| Q4 24 | $78.1M | $92.7M | ||
| Q3 24 | $75.2M | $91.5M | ||
| Q2 24 | $73.3M | $89.0M | ||
| Q1 24 | $72.6M | $79.1M |
净利润AMPLIMAX
| Q4 25 | $-17.7M | $637.0K | ||
| Q3 25 | $-24.0M | $20.7M | ||
| Q2 25 | $-24.7M | $11.3M | ||
| Q1 25 | $-22.2M | $2.3M | ||
| Q4 24 | $-32.6M | $5.3M | ||
| Q3 24 | $-16.9M | $13.9M | ||
| Q2 24 | $-23.4M | $3.6M | ||
| Q1 24 | $-21.5M | $3.3M |
毛利率AMPLIMAX
| Q4 25 | 74.6% | 57.6% | ||
| Q3 25 | 73.9% | 63.1% | ||
| Q2 25 | 72.6% | 58.5% | ||
| Q1 25 | 74.7% | 61.4% | ||
| Q4 24 | 74.7% | 52.2% | ||
| Q3 24 | 75.1% | 55.8% | ||
| Q2 24 | 73.4% | 49.4% | ||
| Q1 24 | 74.0% | 59.3% |
营业利润率AMPLIMAX
| Q4 25 | -18.3% | 19.3% | ||
| Q3 25 | -26.0% | 27.2% | ||
| Q2 25 | -29.0% | 15.6% | ||
| Q1 25 | -26.8% | 19.3% | ||
| Q4 24 | -41.2% | 10.3% | ||
| Q3 24 | -21.4% | 21.2% | ||
| Q2 24 | -31.7% | 3.2% | ||
| Q1 24 | -29.0% | 15.3% |
净利率AMPLIMAX
| Q4 25 | -19.3% | 0.5% | ||
| Q3 25 | -27.1% | 19.4% | ||
| Q2 25 | -29.6% | 12.3% | ||
| Q1 25 | -27.8% | 2.7% | ||
| Q4 24 | -41.7% | 5.7% | ||
| Q3 24 | -22.4% | 15.2% | ||
| Q2 24 | -31.9% | 4.0% | ||
| Q1 24 | -29.5% | 4.1% |
每股收益（稀释后）AMPLIMAX
| Q4 25 | $-0.13 | $0.02 | ||
| Q3 25 | $-0.18 | $0.37 | ||
| Q2 25 | $-0.19 | $0.20 | ||
| Q1 25 | $-0.17 | $0.04 | ||
| Q4 24 | $-0.25 | $0.09 | ||
| Q3 24 | $-0.14 | $0.26 | ||
| Q2 24 | $-0.19 | $0.07 | ||
| Q1 24 | $-0.18 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $337.9M |
| 总资产 | $420.7M | $894.0M |
| 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AMPLIMAX
| Q4 25 | $192.0M | $151.2M | ||
| Q3 25 | $189.2M | $143.1M | ||
| Q2 25 | $208.1M | $109.3M | ||
| Q1 25 | $209.0M | $97.1M | ||
| Q4 24 | $241.1M | $100.6M | ||
| Q3 24 | $319.9M | $104.5M | ||
| Q2 24 | $318.3M | $91.6M | ||
| Q1 24 | $316.1M | $81.0M |
股东权益AMPLIMAX
| Q4 25 | $245.3M | $337.9M | ||
| Q3 25 | $262.2M | $349.5M | ||
| Q2 25 | $279.5M | $320.4M | ||
| Q1 25 | $289.5M | $299.5M | ||
| Q4 24 | $296.6M | $299.5M | ||
| Q3 24 | $290.0M | $289.4M | ||
| Q2 24 | $287.3M | $267.2M | ||
| Q1 24 | $289.2M | $258.8M |
总资产AMPLIMAX
| Q4 25 | $420.7M | $894.0M | ||
| Q3 25 | $438.1M | $889.6M | ||
| Q2 25 | $456.6M | $868.6M | ||
| Q1 25 | $445.8M | $848.3M | ||
| Q4 24 | $445.9M | $830.4M | ||
| Q3 24 | $445.6M | $847.6M | ||
| Q2 24 | $445.4M | $827.4M | ||
| Q1 24 | $437.9M | $824.1M |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $28.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 22.3% |
| 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 | — | 46.11× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $118.9M |
8季度趋势，按日历期对齐
经营现金流AMPLIMAX
| Q4 25 | $12.8M | $29.4M | ||
| Q3 25 | $5.0M | $67.5M | ||
| Q2 25 | $20.1M | $23.2M | ||
| Q1 25 | $-8.0M | $7.0M | ||
| Q4 24 | $3.2M | $11.5M | ||
| Q3 24 | $6.2M | $35.3M | ||
| Q2 24 | $9.2M | $35.0M | ||
| Q1 24 | $-48.0K | $-11.0M |
自由现金流AMPLIMAX
| Q4 25 | $12.7M | $28.0M | ||
| Q3 25 | $4.5M | $64.8M | ||
| Q2 25 | $19.5M | $20.9M | ||
| Q1 25 | $-8.5M | $5.3M | ||
| Q4 24 | $2.4M | $6.9M | ||
| Q3 24 | $6.2M | $34.2M | ||
| Q2 24 | $8.6M | $33.5M | ||
| Q1 24 | $-405.0K | $-12.1M |
自由现金流率AMPLIMAX
| Q4 25 | 13.8% | 22.3% | ||
| Q3 25 | 5.1% | 60.7% | ||
| Q2 25 | 23.4% | 22.8% | ||
| Q1 25 | -10.6% | 6.1% | ||
| Q4 24 | 3.1% | 7.4% | ||
| Q3 24 | 8.2% | 37.3% | ||
| Q2 24 | 11.8% | 37.6% | ||
| Q1 24 | -0.6% | -15.3% |
资本支出强度AMPLIMAX
| Q4 25 | 0.2% | 1.1% | ||
| Q3 25 | 0.5% | 2.6% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.5% | 1.9% | ||
| Q4 24 | 1.0% | 5.0% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.8% | 1.8% | ||
| Q1 24 | 0.5% | 1.4% |
现金转化率AMPLIMAX
| Q4 25 | — | 46.11× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
