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Amplitude, Inc.（AMPL）与MESA LABORATORIES INC（MLAB）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MESA LABORATORIES INC的1.4倍（$91.4M vs $65.1M），MESA LABORATORIES INC净利率更高（5.6% vs -19.3%，领先24.9%），Amplitude, Inc.同比增速更快（17.0% vs 3.6%），MESA LABORATORIES INC自由现金流更多（$18.0M vs $12.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 5.1%）
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。
梅萨实验室有限公司开发、生产和销售专业质控、校准及监测仪器与配套服务，核心业务覆盖医疗健康、制药、食品饮料、工业卫生及环境检测领域，为全球客户满足合规及运营安全需求提供支持。
AMPL vs MLAB — 直观对比
营收规模更大
AMPL
是对方的1.4倍
$65.1M
营收增速更快
AMPL
高出13.4%
3.6%
净利率更高
MLAB
高出24.9%
-19.3%
自由现金流更多
MLAB
多$5.4M
$12.7M
两年增速更快
AMPL
近两年复合增速
5.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $65.1M |
| 净利润 | $-17.7M | $3.6M |
| 毛利率 | 74.6% | 64.2% |
| 营业利润率 | -18.3% | 12.2% |
| 净利率 | -19.3% | 5.6% |
| 营收同比 | 17.0% | 3.6% |
| 净利润同比 | 45.8% | 316.6% |
| 每股收益（稀释后） | $-0.13 | $0.65 |
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AMPLMLAB
| Q4 25 | $91.4M | $65.1M | ||
| Q3 25 | $88.6M | $60.7M | ||
| Q2 25 | $83.3M | $59.5M | ||
| Q1 25 | $80.0M | $62.1M | ||
| Q4 24 | $78.1M | $62.8M | ||
| Q3 24 | $75.2M | $57.8M | ||
| Q2 24 | $73.3M | $58.2M | ||
| Q1 24 | $72.6M | $58.9M |
净利润AMPLMLAB
| Q4 25 | $-17.7M | $3.6M | ||
| Q3 25 | $-24.0M | $2.5M | ||
| Q2 25 | $-24.7M | $4.7M | ||
| Q1 25 | $-22.2M | $-7.1M | ||
| Q4 24 | $-32.6M | $-1.7M | ||
| Q3 24 | $-16.9M | $3.4M | ||
| Q2 24 | $-23.4M | $3.4M | ||
| Q1 24 | $-21.5M | $-254.6M |
毛利率AMPLMLAB
| Q4 25 | 74.6% | 64.2% | ||
| Q3 25 | 73.9% | 61.5% | ||
| Q2 25 | 72.6% | 62.0% | ||
| Q1 25 | 74.7% | 61.8% | ||
| Q4 24 | 74.7% | 63.3% | ||
| Q3 24 | 75.1% | 61.3% | ||
| Q2 24 | 73.4% | 64.0% | ||
| Q1 24 | 74.0% | 62.1% |
营业利润率AMPLMLAB
| Q4 25 | -18.3% | 12.2% | ||
| Q3 25 | -26.0% | 7.8% | ||
| Q2 25 | -29.0% | 5.1% | ||
| Q1 25 | -26.8% | 2.4% | ||
| Q4 24 | -41.2% | 9.2% | ||
| Q3 24 | -21.4% | 6.1% | ||
| Q2 24 | -31.7% | 9.6% | ||
| Q1 24 | -29.0% | -460.6% |
净利率AMPLMLAB
| Q4 25 | -19.3% | 5.6% | ||
| Q3 25 | -27.1% | 4.1% | ||
| Q2 25 | -29.6% | 8.0% | ||
| Q1 25 | -27.8% | -11.4% | ||
| Q4 24 | -41.7% | -2.7% | ||
| Q3 24 | -22.4% | 5.9% | ||
| Q2 24 | -31.9% | 5.8% | ||
| Q1 24 | -29.5% | -432.2% |
每股收益（稀释后）AMPLMLAB
| Q4 25 | $-0.13 | $0.65 | ||
| Q3 25 | $-0.18 | $0.45 | ||
| Q2 25 | $-0.19 | $0.85 | ||
| Q1 25 | $-0.17 | $-1.30 | ||
| Q4 24 | $-0.25 | $-0.31 | ||
| Q3 24 | $-0.14 | $0.63 | ||
| Q2 24 | $-0.19 | $0.62 | ||
| Q1 24 | $-0.18 | $-47.26 |
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 | $192.0M | $29.0M |
| 总债务越低越好 | — | $68.4M |
| 股东权益账面价值 | $245.3M | $186.7M |
| 总资产 | $420.7M | $434.8M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资AMPLMLAB
| Q4 25 | $192.0M | $29.0M | ||
| Q3 25 | $189.2M | $20.4M | ||
| Q2 25 | $208.1M | $21.3M | ||
| Q1 25 | $209.0M | $27.3M | ||
| Q4 24 | $241.1M | $27.3M | ||
| Q3 24 | $319.9M | $24.3M | ||
| Q2 24 | $318.3M | $28.5M | ||
| Q1 24 | $316.1M | $28.2M |
总债务AMPLMLAB
| Q4 25 | — | $68.4M | ||
| Q3 25 | — | $69.4M | ||
| Q2 25 | — | $70.3M | ||
| Q1 25 | — | $71.3M | ||
| Q4 24 | — | $72.2M | ||
| Q3 24 | — | $73.1M | ||
| Q2 24 | — | $74.1M | ||
| Q1 24 | — | — |
股东权益AMPLMLAB
| Q4 25 | $245.3M | $186.7M | ||
| Q3 25 | $262.2M | $178.5M | ||
| Q2 25 | $279.5M | $172.5M | ||
| Q1 25 | $289.5M | $159.8M | ||
| Q4 24 | $296.6M | $155.2M | ||
| Q3 24 | $290.0M | $161.5M | ||
| Q2 24 | $287.3M | $150.7M | ||
| Q1 24 | $289.2M | $145.4M |
总资产AMPLMLAB
| Q4 25 | $420.7M | $434.8M | ||
| Q3 25 | $438.1M | $430.4M | ||
| Q2 25 | $456.6M | $435.7M | ||
| Q1 25 | $445.8M | $433.3M | ||
| Q4 24 | $445.9M | $433.3M | ||
| Q3 24 | $445.6M | $454.1M | ||
| Q2 24 | $445.4M | $440.4M | ||
| Q1 24 | $437.9M | $446.8M |
负债/权益比AMPLMLAB
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.49× | ||
| 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 | $18.8M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $18.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 27.7% |
| 资本支出强度资本支出/营收 | 0.2% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 5.17× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $37.9M |
8季度趋势，按日历期对齐
经营现金流AMPLMLAB
| Q4 25 | $12.8M | $18.8M | ||
| Q3 25 | $5.0M | $8.2M | ||
| Q2 25 | $20.1M | $1.9M | ||
| Q1 25 | $-8.0M | $12.7M | ||
| Q4 24 | $3.2M | $18.1M | ||
| Q3 24 | $6.2M | $5.3M | ||
| Q2 24 | $9.2M | $10.7M | ||
| Q1 24 | $-48.0K | $12.9M |
自由现金流AMPLMLAB
| Q4 25 | $12.7M | $18.0M | ||
| Q3 25 | $4.5M | $7.1M | ||
| Q2 25 | $19.5M | $884.0K | ||
| Q1 25 | $-8.5M | $11.9M | ||
| Q4 24 | $2.4M | $17.3M | ||
| Q3 24 | $6.2M | $3.5M | ||
| Q2 24 | $8.6M | $9.9M | ||
| Q1 24 | $-405.0K | $12.3M |
自由现金流率AMPLMLAB
| Q4 25 | 13.8% | 27.7% | ||
| Q3 25 | 5.1% | 11.7% | ||
| Q2 25 | 23.4% | 1.5% | ||
| Q1 25 | -10.6% | 19.2% | ||
| Q4 24 | 3.1% | 27.6% | ||
| Q3 24 | 8.2% | 6.0% | ||
| Q2 24 | 11.8% | 16.9% | ||
| Q1 24 | -0.6% | 21.0% |
资本支出强度AMPLMLAB
| Q4 25 | 0.2% | 1.1% | ||
| Q3 25 | 0.5% | 1.8% | ||
| Q2 25 | 0.6% | 1.7% | ||
| Q1 25 | 0.5% | 1.2% | ||
| Q4 24 | 1.0% | 1.3% | ||
| Q3 24 | 0.0% | 3.1% | ||
| Q2 24 | 0.8% | 1.5% | ||
| Q1 24 | 0.5% | 0.9% |
现金转化率AMPLMLAB
| Q4 25 | — | 5.17× | ||
| Q3 25 | — | 3.32× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.54× | ||
| Q2 24 | — | 3.17× | ||
| Q1 24 | — | — |
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% |
MLAB
| Sterilization And Disinfection Control | $24.9M | 38% |
| Biopharmaceutical Development | $14.4M | 22% |
| Other | $14.1M | 22% |
| Clinical Genomics | $11.8M | 18% |
