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Amplitude, Inc.（AMPL）与MARINE PRODUCTS CORP（MPX）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MARINE PRODUCTS CORP的1.4倍（$91.4M vs $64.6M），MARINE PRODUCTS CORP净利率更高（3.7% vs -19.3%，领先23.0%），MARINE PRODUCTS CORP同比增速更快（35.0% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $4.1M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -3.5%）
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。
Marine Products Corp旗下的West Marine是一家总部位于美国佛罗里达州劳德代尔堡的企业，在北美地区经营247家船艇用品及渔具零售连锁店，同时运营名为蓝色未来的非营利组织，品牌旗舰店面积超5万平方英尺，于2011年11月11日在劳德代尔堡正式开业。
AMPL vs MPX — 直观对比
营收规模更大
AMPL
是对方的1.4倍
$64.6M
营收增速更快
MPX
高出18.0%
17.0%
净利率更高
MPX
高出23.0%
-19.3%
自由现金流更多
AMPL
多$8.5M
$4.1M
两年增速更快
AMPL
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $64.6M |
| 净利润 | $-17.7M | $2.4M |
| 毛利率 | 74.6% | 19.6% |
| 营业利润率 | -18.3% | 5.8% |
| 净利率 | -19.3% | 3.7% |
| 营收同比 | 17.0% | 35.0% |
| 净利润同比 | 45.8% | -44.6% |
| 每股收益（稀释后） | $-0.13 | $0.07 |
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AMPLMPX
| Q4 25 | $91.4M | $64.6M | ||
| Q3 25 | $88.6M | $53.1M | ||
| Q2 25 | $83.3M | $67.7M | ||
| Q1 25 | $80.0M | $59.0M | ||
| Q4 24 | $78.1M | $47.8M | ||
| Q3 24 | $75.2M | $49.9M | ||
| Q2 24 | $73.3M | $69.5M | ||
| Q1 24 | $72.6M | $69.3M |
净利润AMPLMPX
| Q4 25 | $-17.7M | $2.4M | ||
| Q3 25 | $-24.0M | $2.6M | ||
| Q2 25 | $-24.7M | $4.2M | ||
| Q1 25 | $-22.2M | $2.2M | ||
| Q4 24 | $-32.6M | $4.3M | ||
| Q3 24 | $-16.9M | $3.4M | ||
| Q2 24 | $-23.4M | $5.6M | ||
| Q1 24 | $-21.5M | $4.6M |
毛利率AMPLMPX
| Q4 25 | 74.6% | 19.6% | ||
| Q3 25 | 73.9% | 19.2% | ||
| Q2 25 | 72.6% | 19.1% | ||
| Q1 25 | 74.7% | 18.6% | ||
| Q4 24 | 74.7% | 19.2% | ||
| Q3 24 | 75.1% | 18.4% | ||
| Q2 24 | 73.4% | 18.9% | ||
| Q1 24 | 74.0% | 20.2% |
营业利润率AMPLMPX
| Q4 25 | -18.3% | 5.8% | ||
| Q3 25 | -26.0% | 5.4% | ||
| Q2 25 | -29.0% | 7.1% | ||
| Q1 25 | -26.8% | 4.4% | ||
| Q4 24 | -41.2% | 7.7% | ||
| Q3 24 | -21.4% | 7.2% | ||
| Q2 24 | -31.7% | 8.3% | ||
| Q1 24 | -29.0% | 7.6% |
净利率AMPLMPX
| Q4 25 | -19.3% | 3.7% | ||
| Q3 25 | -27.1% | 5.0% | ||
| Q2 25 | -29.6% | 6.1% | ||
| Q1 25 | -27.8% | 3.7% | ||
| Q4 24 | -41.7% | 8.9% | ||
| Q3 24 | -22.4% | 6.8% | ||
| Q2 24 | -31.9% | 8.0% | ||
| Q1 24 | -29.5% | 6.6% |
每股收益（稀释后）AMPLMPX
| Q4 25 | $-0.13 | $0.07 | ||
| Q3 25 | $-0.18 | $0.07 | ||
| Q2 25 | $-0.19 | $0.12 | ||
| Q1 25 | $-0.17 | $0.06 | ||
| Q4 24 | $-0.25 | $0.13 | ||
| Q3 24 | $-0.14 | $0.10 | ||
| Q2 24 | $-0.19 | $0.14 | ||
| Q1 24 | $-0.18 | $0.13 |
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 | — | — |
| 股东权益账面价值 | $245.3M | $125.0M |
| 总资产 | $420.7M | $147.2M |
| 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AMPLMPX
| 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 | — | ||
| Q1 24 | $316.1M | — |
股东权益AMPLMPX
| Q4 25 | $245.3M | $125.0M | ||
| Q3 25 | $262.2M | $126.3M | ||
| Q2 25 | $279.5M | $127.2M | ||
| Q1 25 | $289.5M | $126.4M | ||
| Q4 24 | $296.6M | $129.0M | ||
| Q3 24 | $290.0M | $128.8M | ||
| Q2 24 | $287.3M | $129.3M | ||
| Q1 24 | $289.2M | $151.4M |
总资产AMPLMPX
| Q4 25 | $420.7M | $147.2M | ||
| Q3 25 | $438.1M | $179.5M | ||
| Q2 25 | $456.6M | $173.2M | ||
| Q1 25 | $445.8M | $182.9M | ||
| Q4 24 | $445.9M | $171.2M | ||
| Q3 24 | $445.6M | $176.3M | ||
| Q2 24 | $445.4M | $175.7M | ||
| Q1 24 | $437.9M | $204.0M |
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 | $4.7M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $4.1M |
| 自由现金流率自由现金流/营收 | 13.8% | 6.4% |
| 资本支出强度资本支出/营收 | 0.2% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 2.00× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $14.9M |
8季度趋势，按日历期对齐
经营现金流AMPLMPX
| Q4 25 | $12.8M | $4.7M | ||
| Q3 25 | $5.0M | $2.6M | ||
| Q2 25 | $20.1M | $-1.6M | ||
| Q1 25 | $-8.0M | $10.8M | ||
| Q4 24 | $3.2M | $4.6M | ||
| Q3 24 | $6.2M | $5.1M | ||
| Q2 24 | $9.2M | $3.8M | ||
| Q1 24 | $-48.0K | $15.9M |
自由现金流AMPLMPX
| Q4 25 | $12.7M | $4.1M | ||
| Q3 25 | $4.5M | $2.1M | ||
| Q2 25 | $19.5M | $-2.0M | ||
| Q1 25 | $-8.5M | $10.7M | ||
| Q4 24 | $2.4M | $3.6M | ||
| Q3 24 | $6.2M | $3.2M | ||
| Q2 24 | $8.6M | $3.0M | ||
| Q1 24 | $-405.0K | $15.0M |
自由现金流率AMPLMPX
| Q4 25 | 13.8% | 6.4% | ||
| Q3 25 | 5.1% | 4.0% | ||
| Q2 25 | 23.4% | -3.0% | ||
| Q1 25 | -10.6% | 18.1% | ||
| Q4 24 | 3.1% | 7.6% | ||
| Q3 24 | 8.2% | 6.5% | ||
| Q2 24 | 11.8% | 4.4% | ||
| Q1 24 | -0.6% | 21.7% |
资本支出强度AMPLMPX
| Q4 25 | 0.2% | 0.9% | ||
| Q3 25 | 0.5% | 0.8% | ||
| Q2 25 | 0.6% | 0.6% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 0.0% | 3.8% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.5% | 1.3% |
现金转化率AMPLMPX
| Q4 25 | — | 2.00× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | -0.39× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 3.46× |
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% |
MPX
| Boats And Accessories | $63.4M | 98% |
| Parts | $1.1M | 2% |
