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Amplitude, Inc.（AMPL）与MERCANTILE BANK CORP（MBWM）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MERCANTILE BANK CORP的1.4倍（$91.4M vs $67.6M），MERCANTILE BANK CORP净利率更高（33.6% vs -19.3%，领先52.9%），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 9.1%）
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。
泰米尔纳德商业银行（TMB）是一家印度银行，总部位于泰米尔纳德邦杜蒂戈林。该行始建于1921年，最初名为纳达尔银行，1962年11月更名为泰米尔纳德商业银行，以拓展纳达尔社群以外的业务。目前该银行在印度全境拥有600家全功能网点、12个区域办事处及各类配套服务中心与自助设施。
AMPL vs MBWM — 直观对比
营收规模更大
AMPL
是对方的1.4倍
$67.6M
净利率更高
MBWM
高出52.9%
-19.3%
两年增速更快
AMPL
近两年复合增速
9.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $67.6M |
| 净利润 | $-17.7M | $22.7M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | — |
| 净利率 | -19.3% | 33.6% |
| 营收同比 | 17.0% | — |
| 净利润同比 | 45.8% | 16.1% |
| 每股收益（稀释后） | $-0.13 | $1.32 |
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AMPLMBWM
| Q1 26 | — | $67.6M | ||
| Q4 25 | $91.4M | $62.1M | ||
| Q3 25 | $88.6M | $62.4M | ||
| Q2 25 | $83.3M | $60.9M | ||
| Q1 25 | $80.0M | $57.3M | ||
| Q4 24 | $78.1M | $58.5M | ||
| Q3 24 | $75.2M | $58.0M | ||
| Q2 24 | $73.3M | $56.8M |
净利润AMPLMBWM
| Q1 26 | — | $22.7M | ||
| Q4 25 | $-17.7M | $22.8M | ||
| Q3 25 | $-24.0M | $23.8M | ||
| Q2 25 | $-24.7M | $22.6M | ||
| Q1 25 | $-22.2M | $19.5M | ||
| Q4 24 | $-32.6M | $19.6M | ||
| Q3 24 | $-16.9M | $19.6M | ||
| Q2 24 | $-23.4M | $18.8M |
毛利率AMPLMBWM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | -18.3% | 42.0% | ||
| Q3 25 | -26.0% | 44.0% | ||
| Q2 25 | -29.0% | 42.6% | ||
| Q1 25 | -26.8% | 42.0% | ||
| Q4 24 | -41.2% | 39.7% | ||
| Q3 24 | -21.4% | 42.4% | ||
| Q2 24 | -31.7% | 41.4% |
净利率AMPLMBWM
| Q1 26 | — | 33.6% | ||
| Q4 25 | -19.3% | 36.8% | ||
| Q3 25 | -27.1% | 38.1% | ||
| Q2 25 | -29.6% | 37.1% | ||
| Q1 25 | -27.8% | 34.1% | ||
| Q4 24 | -41.7% | 33.5% | ||
| Q3 24 | -22.4% | 33.8% | ||
| Q2 24 | -31.9% | 33.1% |
每股收益（稀释后）AMPLMBWM
| Q1 26 | — | $1.32 | ||
| Q4 25 | $-0.13 | $1.41 | ||
| Q3 25 | $-0.18 | $1.46 | ||
| Q2 25 | $-0.19 | $1.39 | ||
| Q1 25 | $-0.17 | $1.21 | ||
| Q4 24 | $-0.25 | $1.20 | ||
| Q3 24 | $-0.14 | $1.22 | ||
| Q2 24 | $-0.19 | $1.17 |
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 | — |
| 总债务越低越好 | — | $1.5M |
| 股东权益账面价值 | $245.3M | $736.9M |
| 总资产 | $420.7M | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — |
总债务AMPLMBWM
| Q1 26 | — | $1.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMPLMBWM
| Q1 26 | — | $736.9M | ||
| Q4 25 | $245.3M | $724.9M | ||
| Q3 25 | $262.2M | $657.6M | ||
| Q2 25 | $279.5M | $631.5M | ||
| Q1 25 | $289.5M | $608.3M | ||
| Q4 24 | $296.6M | $584.5M | ||
| Q3 24 | $290.0M | $583.3M | ||
| Q2 24 | $287.3M | $551.2M |
总资产AMPLMBWM
| Q1 26 | — | $6.9B | ||
| Q4 25 | $420.7M | $6.8B | ||
| Q3 25 | $438.1M | $6.3B | ||
| Q2 25 | $456.6M | $6.2B | ||
| Q1 25 | $445.8M | $6.1B | ||
| Q4 24 | $445.9M | $6.1B | ||
| Q3 24 | $445.6M | $5.9B | ||
| Q2 24 | $445.4M | $5.6B |
负债/权益比AMPLMBWM
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $18.0M | ||
| Q3 25 | $5.0M | $23.1M | ||
| Q2 25 | $20.1M | $-7.8M | ||
| Q1 25 | $-8.0M | $-3.0M | ||
| Q4 24 | $3.2M | $101.1M | ||
| Q3 24 | $6.2M | $-8.1M | ||
| Q2 24 | $9.2M | $9.1M |
自由现金流AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — |
自由现金流率AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — |
资本支出强度AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — |
现金转化率AMPLMBWM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | -0.35× | ||
| Q1 25 | — | -0.15× | ||
| Q4 24 | — | 5.15× | ||
| Q3 24 | — | -0.41× | ||
| Q2 24 | — | 0.49× |
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% |
MBWM
| Net Interest Income | $55.9M | 83% |
| Noninterest Income | $11.7M | 17% |
