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Amplitude, Inc.（AMPL）与ORTHOPEDIATRICS CORP（KIDS）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ORTHOPEDIATRICS CORP的1.5倍（$93.5M vs $61.6M），Amplitude, Inc.同比增速更快（17.0% vs 17.0%），ORTHOPEDIATRICS CORP自由现金流更多（$9.7M vs $-13.2M），过去两年ORTHOPEDIATRICS CORP的营收复合增速更高（17.4% 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。
OrthoPediatrics是一家美国生物科技企业，总部位于印第安纳州华沙，专注于设计、研发、生产并分销用于儿科诊疗的骨科植入物与手术器械。
AMPL vs KIDS — 直观对比
营收规模更大
AMPL
是对方的1.5倍
$61.6M
营收增速更快
AMPL
高出0.0%
17.0%
自由现金流更多
KIDS
多$22.9M
$-13.2M
两年增速更快
KIDS
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $61.6M |
| 净利润 | — | $-10.1M |
| 毛利率 | 73.0% | 73.2% |
| 营业利润率 | 1.1% | -13.3% |
| 净利率 | — | -16.4% |
| 营收同比 | 17.0% | 17.0% |
| 净利润同比 | — | 37.1% |
| 每股收益（稀释后） | $-0.17 | $-0.43 |
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AMPLKIDS
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $61.6M | ||
| Q3 25 | $88.6M | $61.3M | ||
| Q2 25 | $83.3M | $61.1M | ||
| Q1 25 | $80.0M | $52.4M | ||
| Q4 24 | $78.1M | $52.7M | ||
| Q3 24 | $75.2M | $54.6M | ||
| Q2 24 | $73.3M | $52.8M |
净利润AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $-10.1M | ||
| Q3 25 | $-24.0M | $-11.8M | ||
| Q2 25 | $-24.7M | $-7.1M | ||
| Q1 25 | $-22.2M | $-10.7M | ||
| Q4 24 | $-32.6M | $-16.1M | ||
| Q3 24 | $-16.9M | $-7.9M | ||
| Q2 24 | $-23.4M | $-6.0M |
毛利率AMPLKIDS
| Q1 26 | 73.0% | — | ||
| Q4 25 | 74.6% | 73.2% | ||
| Q3 25 | 73.9% | 73.9% | ||
| Q2 25 | 72.6% | 72.1% | ||
| Q1 25 | 74.7% | 73.0% | ||
| Q4 24 | 74.7% | 67.5% | ||
| Q3 24 | 75.1% | 73.4% | ||
| Q2 24 | 73.4% | 77.3% |
营业利润率AMPLKIDS
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | -13.3% | ||
| Q3 25 | -26.0% | -15.4% | ||
| Q2 25 | -29.0% | -17.4% | ||
| Q1 25 | -26.8% | -21.0% | ||
| Q4 24 | -41.2% | -26.7% | ||
| Q3 24 | -21.4% | -10.2% | ||
| Q2 24 | -31.7% | -10.7% |
净利率AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | -16.4% | ||
| Q3 25 | -27.1% | -19.2% | ||
| Q2 25 | -29.6% | -11.6% | ||
| Q1 25 | -27.8% | -20.3% | ||
| Q4 24 | -41.7% | -30.5% | ||
| Q3 24 | -22.4% | -14.5% | ||
| Q2 24 | -31.9% | -11.4% |
每股收益（稀释后）AMPLKIDS
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $-0.43 | ||
| Q3 25 | $-0.18 | $-0.50 | ||
| Q2 25 | $-0.19 | $-0.30 | ||
| Q1 25 | $-0.17 | $-0.46 | ||
| Q4 24 | $-0.25 | $-0.70 | ||
| Q3 24 | $-0.14 | $-0.34 | ||
| Q2 24 | $-0.19 | $-0.26 |
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 | $60.9M |
| 总债务越低越好 | — | $106.0M |
| 股东权益账面价值 | — | $346.6M |
| 总资产 | $401.7M | $508.6M |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资AMPLKIDS
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $60.9M | ||
| Q3 25 | $189.2M | $57.7M | ||
| Q2 25 | $208.1M | $70.1M | ||
| Q1 25 | $209.0M | $58.8M | ||
| Q4 24 | $241.1M | $68.8M | ||
| Q3 24 | $319.9M | $76.1M | ||
| Q2 24 | $318.3M | $28.9M |
总债务AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | — | $106.0M | ||
| Q3 25 | — | $105.3M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $77.4M | ||
| Q4 24 | — | $77.5M | ||
| Q3 24 | — | $76.9M | ||
| Q2 24 | — | $11.2M |
股东权益AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $346.6M | ||
| Q3 25 | $262.2M | $349.3M | ||
| Q2 25 | $279.5M | $355.5M | ||
| Q1 25 | $289.5M | $347.1M | ||
| Q4 24 | $296.6M | $354.6M | ||
| Q3 24 | $290.0M | $370.9M | ||
| Q2 24 | $287.3M | $371.3M |
总资产AMPLKIDS
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $508.6M | ||
| Q3 25 | $438.1M | $493.5M | ||
| Q2 25 | $456.6M | $503.6M | ||
| Q1 25 | $445.8M | $470.3M | ||
| Q4 24 | $445.9M | $473.2M | ||
| Q3 24 | $445.6M | $489.3M | ||
| Q2 24 | $445.4M | $430.8M |
负债/权益比AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.03× |
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 | $10.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $9.7M |
| 自由现金流率自由现金流/营收 | -14.1% | 15.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 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 | $23.5M | $-16.0M |
8季度趋势，按日历期对齐
经营现金流AMPLKIDS
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $10.3M | ||
| Q3 25 | $5.0M | $-581.0K | ||
| Q2 25 | $20.1M | $-10.5M | ||
| Q1 25 | $-8.0M | $-4.2M | ||
| Q4 24 | $3.2M | $-4.0M | ||
| Q3 24 | $6.2M | $-10.3M | ||
| Q2 24 | $9.2M | $-6.1M |
自由现金流AMPLKIDS
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $9.7M | ||
| Q3 25 | $4.5M | $-3.4M | ||
| Q2 25 | $19.5M | $-13.9M | ||
| Q1 25 | $-8.5M | $-8.4M | ||
| Q4 24 | $2.4M | $-4.2M | ||
| Q3 24 | $6.2M | $-11.7M | ||
| Q2 24 | $8.6M | $-12.8M |
自由现金流率AMPLKIDS
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 15.8% | ||
| Q3 25 | 5.1% | -5.6% | ||
| Q2 25 | 23.4% | -22.8% | ||
| Q1 25 | -10.6% | -16.0% | ||
| Q4 24 | 3.1% | -8.1% | ||
| Q3 24 | 8.2% | -21.4% | ||
| Q2 24 | 11.8% | -24.2% |
资本支出强度AMPLKIDS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 0.6% | 5.6% | ||
| Q1 25 | 0.5% | 8.1% | ||
| Q4 24 | 1.0% | 0.5% | ||
| Q3 24 | 0.0% | 2.5% | ||
| Q2 24 | 0.8% | 12.7% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
