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Amplitude, Inc.（AMPL）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
丰田北美的季度营收约是Amplitude, Inc.的1.8倍（$167.7M vs $91.4M），丰田北美净利率更高（1.1% vs -19.3%，领先20.4%），Amplitude, Inc.同比增速更快（17.0% vs -9.9%），Amplitude, Inc.自由现金流更多（$12.7M vs $-8.6M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -5.9%）
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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
AMPL vs MPAA — 直观对比
营收规模更大
MPAA
是对方的1.8倍
$91.4M
营收增速更快
AMPL
高出26.9%
-9.9%
净利率更高
MPAA
高出20.4%
-19.3%
自由现金流更多
AMPL
多$21.3M
$-8.6M
两年增速更快
AMPL
近两年复合增速
-5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $167.7M |
| 净利润 | $-17.7M | $1.8M |
| 毛利率 | 74.6% | 19.6% |
| 营业利润率 | -18.3% | 5.0% |
| 净利率 | -19.3% | 1.1% |
| 营收同比 | 17.0% | -9.9% |
| 净利润同比 | 45.8% | -22.4% |
| 每股收益（稀释后） | $-0.13 | $0.09 |
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AMPLMPAA
| Q4 25 | $91.4M | $167.7M | ||
| Q3 25 | $88.6M | $221.5M | ||
| Q2 25 | $83.3M | $188.4M | ||
| Q1 25 | $80.0M | $193.1M | ||
| Q4 24 | $78.1M | $186.2M | ||
| Q3 24 | $75.2M | $208.2M | ||
| Q2 24 | $73.3M | $169.9M | ||
| Q1 24 | $72.6M | $189.5M |
净利润AMPLMPAA
| Q4 25 | $-17.7M | $1.8M | ||
| Q3 25 | $-24.0M | $-2.1M | ||
| Q2 25 | $-24.7M | $3.0M | ||
| Q1 25 | $-22.2M | $-722.0K | ||
| Q4 24 | $-32.6M | $2.3M | ||
| Q3 24 | $-16.9M | $-3.0M | ||
| Q2 24 | $-23.4M | $-18.1M | ||
| Q1 24 | $-21.5M | $1.3M |
毛利率AMPLMPAA
| Q4 25 | 74.6% | 19.6% | ||
| Q3 25 | 73.9% | 19.3% | ||
| Q2 25 | 72.6% | 18.0% | ||
| Q1 25 | 74.7% | 19.9% | ||
| Q4 24 | 74.7% | 24.1% | ||
| Q3 24 | 75.1% | 19.8% | ||
| Q2 24 | 73.4% | 17.2% | ||
| Q1 24 | 74.0% | 18.4% |
营业利润率AMPLMPAA
| Q4 25 | -18.3% | 5.0% | ||
| Q3 25 | -26.0% | 7.4% | ||
| Q2 25 | -29.0% | 10.7% | ||
| Q1 25 | -26.8% | 8.4% | ||
| Q4 24 | -41.2% | 9.4% | ||
| Q3 24 | -21.4% | 6.0% | ||
| Q2 24 | -31.7% | -3.8% | ||
| Q1 24 | -29.0% | 6.4% |
净利率AMPLMPAA
| Q4 25 | -19.3% | 1.1% | ||
| Q3 25 | -27.1% | -1.0% | ||
| Q2 25 | -29.6% | 1.6% | ||
| Q1 25 | -27.8% | -0.4% | ||
| Q4 24 | -41.7% | 1.2% | ||
| Q3 24 | -22.4% | -1.4% | ||
| Q2 24 | -31.9% | -10.6% | ||
| Q1 24 | -29.5% | 0.7% |
每股收益（稀释后）AMPLMPAA
| Q4 25 | $-0.13 | $0.09 | ||
| Q3 25 | $-0.18 | $-0.11 | ||
| Q2 25 | $-0.19 | $0.15 | ||
| Q1 25 | $-0.17 | $-0.03 | ||
| Q4 24 | $-0.25 | $0.11 | ||
| Q3 24 | $-0.14 | $-0.15 | ||
| Q2 24 | $-0.19 | $-0.92 | ||
| Q1 24 | $-0.18 | $0.06 |
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 | $19.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $258.5M |
| 总资产 | $420.7M | $991.3M |
| 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AMPLMPAA
| Q4 25 | $192.0M | $19.6M | ||
| Q3 25 | $189.2M | $17.7M | ||
| Q2 25 | $208.1M | $14.5M | ||
| Q1 25 | $209.0M | $11.3M | ||
| Q4 24 | $241.1M | $12.7M | ||
| Q3 24 | $319.9M | $12.3M | ||
| Q2 24 | $318.3M | $9.4M | ||
| Q1 24 | $316.1M | $15.8M |
股东权益AMPLMPAA
| Q4 25 | $245.3M | $258.5M | ||
| Q3 25 | $262.2M | $258.5M | ||
| Q2 25 | $279.5M | $260.1M | ||
| Q1 25 | $289.5M | $257.7M | ||
| Q4 24 | $296.6M | $262.7M | ||
| Q3 24 | $290.0M | $264.0M | ||
| Q2 24 | $287.3M | $267.2M | ||
| Q1 24 | $289.2M | $285.1M |
总资产AMPLMPAA
| Q4 25 | $420.7M | $991.3M | ||
| Q3 25 | $438.1M | $990.0M | ||
| Q2 25 | $456.6M | $973.4M | ||
| Q1 25 | $445.8M | $957.6M | ||
| Q4 24 | $445.9M | $949.5M | ||
| Q3 24 | $445.6M | $986.2M | ||
| Q2 24 | $445.4M | $978.0M | ||
| Q1 24 | $437.9M | $1.0B |
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 | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-8.6M |
| 自由现金流率自由现金流/营收 | 13.8% | -5.2% |
| 资本支出强度资本支出/营收 | 0.2% | 0.2% |
| 现金转化率经营现金流/净利润 | — | -4.63× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $27.7M |
8季度趋势，按日历期对齐
经营现金流AMPLMPAA
| Q4 25 | $12.8M | $-8.2M | ||
| Q3 25 | $5.0M | $21.9M | ||
| Q2 25 | $20.1M | $10.0M | ||
| Q1 25 | $-8.0M | $9.1M | ||
| Q4 24 | $3.2M | $34.4M | ||
| Q3 24 | $6.2M | $22.9M | ||
| Q2 24 | $9.2M | $-20.8M | ||
| Q1 24 | $-48.0K | $-9.3M |
自由现金流AMPLMPAA
| Q4 25 | $12.7M | $-8.6M | ||
| Q3 25 | $4.5M | $20.8M | ||
| Q2 25 | $19.5M | $9.2M | ||
| Q1 25 | $-8.5M | $6.2M | ||
| Q4 24 | $2.4M | $33.7M | ||
| Q3 24 | $6.2M | $22.3M | ||
| Q2 24 | $8.6M | $-21.3M | ||
| Q1 24 | $-405.0K | $-9.8M |
自由现金流率AMPLMPAA
| Q4 25 | 13.8% | -5.2% | ||
| Q3 25 | 5.1% | 9.4% | ||
| Q2 25 | 23.4% | 4.9% | ||
| Q1 25 | -10.6% | 3.2% | ||
| Q4 24 | 3.1% | 18.1% | ||
| Q3 24 | 8.2% | 10.7% | ||
| Q2 24 | 11.8% | -12.6% | ||
| Q1 24 | -0.6% | -5.2% |
资本支出强度AMPLMPAA
| Q4 25 | 0.2% | 0.2% | ||
| Q3 25 | 0.5% | 0.5% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 1.0% | 0.4% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.8% | 0.3% | ||
| Q1 24 | 0.5% | 0.3% |
现金转化率AMPLMPAA
| Q4 25 | — | -4.63× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 15.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -6.93× |
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% |
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
