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Amplitude, Inc.（AMPL）与Mayville Engineering Company, Inc.（MEC）财务数据对比。点击上方公司名可切换其他公司
Mayville Engineering Company, Inc.的季度营收约是Amplitude, Inc.的1.5倍（$134.3M vs $91.4M），Mayville Engineering Company, Inc.净利率更高（-3.2% vs -19.3%，领先16.1%），Amplitude, Inc.同比增速更快（17.0% vs 10.7%），Amplitude, Inc.自由现金流更多（$12.7M vs $10.2M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -8.8%）
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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
AMPL vs MEC — 直观对比
营收规模更大
MEC
是对方的1.5倍
$91.4M
营收增速更快
AMPL
高出6.3%
10.7%
净利率更高
MEC
高出16.1%
-19.3%
自由现金流更多
AMPL
多$2.5M
$10.2M
两年增速更快
AMPL
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $134.3M |
| 净利润 | $-17.7M | $-4.4M |
| 毛利率 | 74.6% | 6.8% |
| 营业利润率 | -18.3% | -4.1% |
| 净利率 | -19.3% | -3.2% |
| 营收同比 | 17.0% | 10.7% |
| 净利润同比 | 45.8% | -127.3% |
| 每股收益（稀释后） | $-0.13 | $-0.22 |
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AMPLMEC
| Q4 25 | $91.4M | $134.3M | ||
| Q3 25 | $88.6M | $144.3M | ||
| Q2 25 | $83.3M | $132.3M | ||
| Q1 25 | $80.0M | $135.6M | ||
| Q4 24 | $78.1M | $121.3M | ||
| Q3 24 | $75.2M | $135.4M | ||
| Q2 24 | $73.3M | $163.6M | ||
| Q1 24 | $72.6M | $161.3M |
净利润AMPLMEC
| Q4 25 | $-17.7M | $-4.4M | ||
| Q3 25 | $-24.0M | $-2.7M | ||
| Q2 25 | $-24.7M | $-1.1M | ||
| Q1 25 | $-22.2M | $20.0K | ||
| Q4 24 | $-32.6M | $16.0M | ||
| Q3 24 | $-16.9M | $3.0M | ||
| Q2 24 | $-23.4M | $3.8M | ||
| Q1 24 | $-21.5M | $3.2M |
毛利率AMPLMEC
| Q4 25 | 74.6% | 6.8% | ||
| Q3 25 | 73.9% | 11.0% | ||
| Q2 25 | 72.6% | 10.3% | ||
| Q1 25 | 74.7% | 11.3% | ||
| Q4 24 | 74.7% | 8.9% | ||
| Q3 24 | 75.1% | 12.6% | ||
| Q2 24 | 73.4% | 13.6% | ||
| Q1 24 | 74.0% | 13.0% |
营业利润率AMPLMEC
| Q4 25 | -18.3% | -4.1% | ||
| Q3 25 | -26.0% | 0.0% | ||
| Q2 25 | -29.0% | 0.1% | ||
| Q1 25 | -26.8% | 1.2% | ||
| Q4 24 | -41.2% | 19.0% | ||
| Q3 24 | -21.4% | 4.2% | ||
| Q2 24 | -31.7% | 5.0% | ||
| Q1 24 | -29.0% | 4.7% |
净利率AMPLMEC
| Q4 25 | -19.3% | -3.2% | ||
| Q3 25 | -27.1% | -1.9% | ||
| Q2 25 | -29.6% | -0.8% | ||
| Q1 25 | -27.8% | 0.0% | ||
| Q4 24 | -41.7% | 13.2% | ||
| Q3 24 | -22.4% | 2.2% | ||
| Q2 24 | -31.9% | 2.3% | ||
| Q1 24 | -29.5% | 2.0% |
每股收益（稀释后）AMPLMEC
| Q4 25 | $-0.13 | $-0.22 | ||
| Q3 25 | $-0.18 | $-0.13 | ||
| Q2 25 | $-0.19 | $-0.05 | ||
| Q1 25 | $-0.17 | $0.00 | ||
| Q4 24 | $-0.25 | $0.76 | ||
| Q3 24 | $-0.14 | $0.14 | ||
| Q2 24 | $-0.19 | $0.18 | ||
| Q1 24 | $-0.18 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $240.7M |
| 总资产 | $420.7M | $563.6M |
| 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AMPLMEC
| Q4 25 | $192.0M | $1.5M | ||
| Q3 25 | $189.2M | $1.2M | ||
| Q2 25 | $208.1M | $206.0K | ||
| Q1 25 | $209.0M | $183.0K | ||
| Q4 24 | $241.1M | $206.0K | ||
| Q3 24 | $319.9M | $178.0K | ||
| Q2 24 | $318.3M | $314.0K | ||
| Q1 24 | $316.1M | $314.0K |
股东权益AMPLMEC
| Q4 25 | $245.3M | $240.7M | ||
| Q3 25 | $262.2M | $244.8M | ||
| Q2 25 | $279.5M | $246.8M | ||
| Q1 25 | $289.5M | $250.0M | ||
| Q4 24 | $296.6M | $251.8M | ||
| Q3 24 | $290.0M | $238.4M | ||
| Q2 24 | $287.3M | $238.1M | ||
| Q1 24 | $289.2M | $234.0M |
总资产AMPLMEC
| Q4 25 | $420.7M | $563.6M | ||
| Q3 25 | $438.1M | $585.6M | ||
| Q2 25 | $456.6M | $433.7M | ||
| Q1 25 | $445.8M | $447.7M | ||
| Q4 24 | $445.9M | $445.6M | ||
| Q3 24 | $445.6M | $466.0M | ||
| Q2 24 | $445.4M | $488.2M | ||
| Q1 24 | $437.9M | $499.9M |
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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $10.2M |
| 自由现金流率自由现金流/营收 | 13.8% | 7.6% |
| 资本支出强度资本支出/营收 | 0.2% | 2.4% |
| 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 | $26.9M |
8季度趋势，按日历期对齐
经营现金流AMPLMEC
| Q4 25 | $12.8M | $13.4M | ||
| Q3 25 | $5.0M | $1.9M | ||
| Q2 25 | $20.1M | $15.0M | ||
| Q1 25 | $-8.0M | $8.3M | ||
| Q4 24 | $3.2M | $38.0M | ||
| Q3 24 | $6.2M | $17.9M | ||
| Q2 24 | $9.2M | $23.3M | ||
| Q1 24 | $-48.0K | $10.6M |
自由现金流AMPLMEC
| Q4 25 | $12.7M | $10.2M | ||
| Q3 25 | $4.5M | $-1.1M | ||
| Q2 25 | $19.5M | $12.5M | ||
| Q1 25 | $-8.5M | $5.4M | ||
| Q4 24 | $2.4M | $35.6M | ||
| Q3 24 | $6.2M | $15.1M | ||
| Q2 24 | $8.6M | $19.2M | ||
| Q1 24 | $-405.0K | $7.8M |
自由现金流率AMPLMEC
| Q4 25 | 13.8% | 7.6% | ||
| Q3 25 | 5.1% | -0.8% | ||
| Q2 25 | 23.4% | 9.5% | ||
| Q1 25 | -10.6% | 4.0% | ||
| Q4 24 | 3.1% | 29.4% | ||
| Q3 24 | 8.2% | 11.1% | ||
| Q2 24 | 11.8% | 11.7% | ||
| Q1 24 | -0.6% | 4.9% |
资本支出强度AMPLMEC
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.5% | 2.1% | ||
| Q2 25 | 0.6% | 1.8% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | 1.0% | 1.9% | ||
| Q3 24 | 0.0% | 2.1% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.5% | 1.7% |
现金转化率AMPLMEC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 416.65× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 6.03× | ||
| Q2 24 | — | 6.15× | ||
| Q1 24 | — | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
