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Amplitude, Inc.（AMPL）与INSEEGO CORP.（INSG）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INSEEGO CORP.的1.9倍（$93.5M vs $48.4M），Amplitude, Inc.同比增速更快（17.0% vs 0.6%），INSEEGO CORP.自由现金流更多（$11.6M vs $-13.2M），过去两年INSEEGO CORP.的营收复合增速更高（13.6% vs 12.9%）
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。
Inseego Corp是全球领先的5G及物联网解决方案提供商，主打移动热点、边缘计算设备及云端设备管理平台产品，客户覆盖全球范围内的电信运营商、企业及公共部门。
AMPL vs INSG — 直观对比
营收规模更大
AMPL
是对方的1.9倍
$48.4M
营收增速更快
AMPL
高出16.4%
0.6%
自由现金流更多
INSG
多$24.8M
$-13.2M
两年增速更快
INSG
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $48.4M |
| 净利润 | — | $469.0K |
| 毛利率 | 73.0% | 42.2% |
| 营业利润率 | 1.1% | 2.7% |
| 净利率 | — | 1.0% |
| 营收同比 | 17.0% | 0.6% |
| 净利润同比 | — | 182.9% |
| 每股收益（稀释后） | $-0.17 | $-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AMPLINSG
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $48.4M | ||
| Q3 25 | $88.6M | $45.9M | ||
| Q2 25 | $83.3M | $40.2M | ||
| Q1 25 | $80.0M | $31.7M | ||
| Q4 24 | $78.1M | $48.1M | ||
| Q3 24 | $75.2M | $54.0M | ||
| Q2 24 | $73.3M | $51.6M |
净利润AMPLINSG
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $469.0K | ||
| Q3 25 | $-24.0M | $1.4M | ||
| Q2 25 | $-24.7M | $507.0K | ||
| Q1 25 | $-22.2M | $-1.6M | ||
| Q4 24 | $-32.6M | $-566.0K | ||
| Q3 24 | $-16.9M | $9.0M | ||
| Q2 24 | $-23.4M | $624.0K |
毛利率AMPLINSG
| Q1 26 | 73.0% | — | ||
| Q4 25 | 74.6% | 42.2% | ||
| Q3 25 | 73.9% | 41.6% | ||
| Q2 25 | 72.6% | 41.1% | ||
| Q1 25 | 74.7% | 47.3% | ||
| Q4 24 | 74.7% | 37.3% | ||
| Q3 24 | 75.1% | 34.8% | ||
| Q2 24 | 73.4% | 36.4% |
营业利润率AMPLINSG
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 2.7% | ||
| Q3 25 | -26.0% | 4.7% | ||
| Q2 25 | -29.0% | 3.2% | ||
| Q1 25 | -26.8% | -1.3% | ||
| Q4 24 | -41.2% | 3.7% | ||
| Q3 24 | -21.4% | 1.9% | ||
| Q2 24 | -31.7% | 3.6% |
净利率AMPLINSG
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 1.0% | ||
| Q3 25 | -27.1% | 3.1% | ||
| Q2 25 | -29.6% | 1.3% | ||
| Q1 25 | -27.8% | -5.0% | ||
| Q4 24 | -41.7% | -1.2% | ||
| Q3 24 | -22.4% | 16.6% | ||
| Q2 24 | -31.9% | 1.2% |
每股收益（稀释后）AMPLINSG
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $-0.02 | ||
| Q3 25 | $-0.18 | $0.03 | ||
| Q2 25 | $-0.19 | $-0.03 | ||
| Q1 25 | $-0.17 | $-0.16 | ||
| Q4 24 | $-0.25 | $0.62 | ||
| Q3 24 | $-0.14 | $-0.06 | ||
| Q2 24 | $-0.19 | $-0.02 |
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 | $86.6M | $24.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $-4.0M |
| 总资产 | $401.7M | $93.8M |
| 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AMPLINSG
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $24.9M | ||
| Q3 25 | $189.2M | $14.6M | ||
| Q2 25 | $208.1M | $13.2M | ||
| Q1 25 | $209.0M | $35.1M | ||
| Q4 24 | $241.1M | $39.6M | ||
| Q3 24 | $319.9M | $12.0M | ||
| Q2 24 | $318.3M | $49.0M |
股东权益AMPLINSG
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $-4.0M | ||
| Q3 25 | $262.2M | $-7.7M | ||
| Q2 25 | $279.5M | $-10.5M | ||
| Q1 25 | $289.5M | $-13.0M | ||
| Q4 24 | $296.6M | $-12.9M | ||
| Q3 24 | $290.0M | $-85.1M | ||
| Q2 24 | $287.3M | $-101.8M |
总资产AMPLINSG
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $93.8M | ||
| Q3 25 | $438.1M | $85.8M | ||
| Q2 25 | $456.6M | $83.1M | ||
| Q1 25 | $445.8M | $93.0M | ||
| Q4 24 | $445.9M | $100.0M | ||
| Q3 24 | $445.6M | $113.4M | ||
| Q2 24 | $445.4M | $149.6M |
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 | $-11.6M | $12.0M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $11.6M |
| 自由现金流率自由现金流/营收 | -14.1% | 24.0% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | — | 25.50× |
| 过去12个月自由现金流最近4个季度 | $23.5M | $6.5M |
8季度趋势，按日历期对齐
经营现金流AMPLINSG
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $12.0M | ||
| Q3 25 | $5.0M | $3.2M | ||
| Q2 25 | $20.1M | $-4.5M | ||
| Q1 25 | $-8.0M | $-3.5M | ||
| Q4 24 | $3.2M | $-14.2M | ||
| Q3 24 | $6.2M | $14.8M | ||
| Q2 24 | $9.2M | $27.6M |
自由现金流AMPLINSG
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $11.6M | ||
| Q3 25 | $4.5M | $3.1M | ||
| Q2 25 | $19.5M | $-4.7M | ||
| Q1 25 | $-8.5M | $-3.5M | ||
| Q4 24 | $2.4M | $-14.3M | ||
| Q3 24 | $6.2M | $14.8M | ||
| Q2 24 | $8.6M | $27.6M |
自由现金流率AMPLINSG
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 24.0% | ||
| Q3 25 | 5.1% | 6.7% | ||
| Q2 25 | 23.4% | -11.6% | ||
| Q1 25 | -10.6% | -11.0% | ||
| Q4 24 | 3.1% | -29.7% | ||
| Q3 24 | 8.2% | 27.4% | ||
| Q2 24 | 11.8% | 53.5% |
资本支出强度AMPLINSG
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.7% | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.6% | 0.5% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% |
现金转化率AMPLINSG
| Q1 26 | — | — | ||
| Q4 25 | — | 25.50× | ||
| Q3 25 | — | 2.22× | ||
| Q2 25 | — | -8.81× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 44.31× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
