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Amplitude, Inc.（AMPL）与LandBridge Co LLC（LB）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LandBridge Co LLC的1.6倍（$91.4M vs $56.8M），LandBridge Co LLC净利率更高（14.2% vs -19.3%，领先33.5%），LandBridge Co LLC同比增速更快（55.6% vs 17.0%），LandBridge Co LLC自由现金流更多（$122.0M vs $12.7M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% 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。
AMPL vs LB — 直观对比
营收规模更大
AMPL
是对方的1.6倍
$56.8M
营收增速更快
LB
高出38.5%
17.0%
净利率更高
LB
高出33.5%
-19.3%
自由现金流更多
LB
多$109.4M
$12.7M
两年增速更快
LB
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $56.8M |
| 净利润 | $-17.7M | $8.1M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | 60.0% |
| 净利率 | -19.3% | 14.2% |
| 营收同比 | 17.0% | 55.6% |
| 净利润同比 | 45.8% | -83.7% |
| 每股收益（稀释后） | $-0.13 | $0.24 |
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AMPLLB
| Q4 25 | $91.4M | $56.8M | ||
| Q3 25 | $88.6M | $50.8M | ||
| Q2 25 | $83.3M | $47.5M | ||
| Q1 25 | $80.0M | $44.0M | ||
| Q4 24 | $78.1M | $36.5M | ||
| Q3 24 | $75.2M | $28.5M | ||
| Q2 24 | $73.3M | $26.0M | ||
| Q1 24 | $72.6M | $19.0M |
净利润AMPLLB
| Q4 25 | $-17.7M | $8.1M | ||
| Q3 25 | $-24.0M | $8.1M | ||
| Q2 25 | $-24.7M | $7.5M | ||
| Q1 25 | $-22.2M | $6.5M | ||
| Q4 24 | $-32.6M | $49.3M | ||
| Q3 24 | $-16.9M | $2.7M | ||
| Q2 24 | $-23.4M | $-57.7M | ||
| Q1 24 | $-21.5M | $10.8M |
毛利率AMPLLB
| 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AMPLLB
| Q4 25 | -18.3% | 60.0% | ||
| Q3 25 | -26.0% | 60.8% | ||
| Q2 25 | -29.0% | 60.0% | ||
| Q1 25 | -26.8% | 57.0% | ||
| Q4 24 | -41.2% | 49.4% | ||
| Q3 24 | -21.4% | 11.2% | ||
| Q2 24 | -31.7% | -197.4% | ||
| Q1 24 | -29.0% | 71.1% |
净利率AMPLLB
| Q4 25 | -19.3% | 14.2% | ||
| Q3 25 | -27.1% | 15.9% | ||
| Q2 25 | -29.6% | 15.8% | ||
| Q1 25 | -27.8% | 14.7% | ||
| Q4 24 | -41.7% | 135.2% | ||
| Q3 24 | -22.4% | 9.3% | ||
| Q2 24 | -31.9% | -222.1% | ||
| Q1 24 | -29.5% | 56.7% |
每股收益（稀释后）AMPLLB
| Q4 25 | $-0.13 | $0.24 | ||
| Q3 25 | $-0.18 | $0.26 | ||
| Q2 25 | $-0.19 | $0.24 | ||
| Q1 25 | $-0.17 | $0.20 | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | $-0.04 | ||
| Q2 24 | $-0.19 | — | ||
| Q1 24 | $-0.18 | — |
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 | $30.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $245.3M | $340.3M |
| 总资产 | $420.7M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资AMPLLB
| Q4 25 | $192.0M | $30.7M | ||
| Q3 25 | $189.2M | $28.3M | ||
| Q2 25 | $208.1M | $20.3M | ||
| Q1 25 | $209.0M | $14.9M | ||
| Q4 24 | $241.1M | $37.0M | ||
| Q3 24 | $319.9M | $14.4M | ||
| Q2 24 | $318.3M | $24.6M | ||
| Q1 24 | $316.1M | — |
总债务AMPLLB
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
股东权益AMPLLB
| Q4 25 | $245.3M | $340.3M | ||
| Q3 25 | $262.2M | $272.0M | ||
| Q2 25 | $279.5M | $266.4M | ||
| Q1 25 | $289.5M | $217.0M | ||
| Q4 24 | $296.6M | $211.8M | ||
| Q3 24 | $290.0M | $97.2M | ||
| Q2 24 | $287.3M | $296.4M | ||
| Q1 24 | $289.2M | $162.3M |
总资产AMPLLB
| Q4 25 | $420.7M | $1.4B | ||
| Q3 25 | $438.1M | $1.1B | ||
| Q2 25 | $456.6M | $1.1B | ||
| Q1 25 | $445.8M | $1.0B | ||
| Q4 24 | $445.9M | $1.0B | ||
| Q3 24 | $445.6M | $689.9M | ||
| Q2 24 | $445.4M | $710.5M | ||
| Q1 24 | $437.9M | — |
负债/权益比AMPLLB
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
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 | $126.3M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $122.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 214.9% |
| 资本支出强度资本支出/营收 | 0.2% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 15.68× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $207.7M |
8季度趋势，按日历期对齐
经营现金流AMPLLB
| Q4 25 | $12.8M | $126.3M | ||
| Q3 25 | $5.0M | $34.9M | ||
| Q2 25 | $20.1M | $37.3M | ||
| Q1 25 | $-8.0M | $15.9M | ||
| Q4 24 | $3.2M | $67.6M | ||
| Q3 24 | $6.2M | $7.5M | ||
| Q2 24 | $9.2M | $16.0M | ||
| Q1 24 | $-48.0K | $17.2M |
自由现金流AMPLLB
| Q4 25 | $12.7M | $122.0M | ||
| Q3 25 | $4.5M | $33.7M | ||
| Q2 25 | $19.5M | $36.1M | ||
| Q1 25 | $-8.5M | $15.8M | ||
| Q4 24 | $2.4M | $66.7M | ||
| Q3 24 | $6.2M | $7.1M | ||
| Q2 24 | $8.6M | $15.7M | ||
| Q1 24 | $-405.0K | $17.1M |
自由现金流率AMPLLB
| Q4 25 | 13.8% | 214.9% | ||
| Q3 25 | 5.1% | 66.3% | ||
| Q2 25 | 23.4% | 75.9% | ||
| Q1 25 | -10.6% | 36.0% | ||
| Q4 24 | 3.1% | 182.6% | ||
| Q3 24 | 8.2% | 25.1% | ||
| Q2 24 | 11.8% | 60.4% | ||
| Q1 24 | -0.6% | 90.1% |
资本支出强度AMPLLB
| Q4 25 | 0.2% | 7.5% | ||
| Q3 25 | 0.5% | 2.3% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.0% | 2.7% | ||
| Q3 24 | 0.0% | 1.1% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.5% | 0.5% |
现金转化率AMPLLB
| Q4 25 | — | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
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% |
LB
暂无分部数据
