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Amplitude, Inc.(AMPL)与NOODLES & Co(NDLS)财务数据对比。点击上方公司名可切换其他公司
NOODLES & Co的季度营收约是Amplitude, Inc.的1.3倍($122.1M vs $93.5M),Amplitude, Inc.同比增速更快(17.0% vs -4.1%),NOODLES & Co自由现金流更多($-2.8M vs $-13.2M),过去两年Amplitude, Inc.的营收复合增速更高(12.9% vs -1.2%)
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。
Noodles & Company是源自美国的休闲快餐连锁品牌,主打融合多国风味及美式特色的面条菜品,同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年,总部位于科罗拉多州布鲁姆菲尔德,截至2022年年中,品牌已在美国31个州开出了458家门店。
AMPL vs NDLS — 直观对比
营收规模更大
NDLS
是对方的1.3倍
$93.5M
营收增速更快
AMPL
高出21.1%
-4.1%
自由现金流更多
NDLS
多$10.4M
$-13.2M
两年增速更快
AMPL
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $93.5M | $122.1M |
| 净利润 | — | $-9.2M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | -5.2% |
| 净利率 | — | -7.5% |
| 营收同比 | 17.0% | -4.1% |
| 净利润同比 | — | 32.8% |
| 每股收益(稀释后) | $-0.17 | $-0.20 |
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
AMPL
NDLS
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | — | ||
| Q3 25 | $88.6M | $122.1M | ||
| Q2 25 | $83.3M | $123.8M | ||
| Q1 25 | $80.0M | — | ||
| Q4 24 | $78.1M | $122.8M | ||
| Q3 24 | $75.2M | $127.4M | ||
| Q2 24 | $73.3M | $121.4M |
净利润
AMPL
NDLS
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $-9.2M | ||
| Q2 25 | $-24.7M | $-9.1M | ||
| Q1 25 | $-22.2M | — | ||
| Q4 24 | $-32.6M | $-6.8M | ||
| Q3 24 | $-16.9M | $-13.6M | ||
| Q2 24 | $-23.4M | $-6.1M |
毛利率
AMPL
NDLS
| Q1 26 | 73.0% | — | ||
| 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
AMPL
NDLS
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | — | ||
| Q3 25 | -26.0% | -5.2% | ||
| Q2 25 | -29.0% | -5.2% | ||
| Q1 25 | -26.8% | — | ||
| Q4 24 | -41.2% | -3.9% | ||
| Q3 24 | -21.4% | -9.0% | ||
| Q2 24 | -31.7% | -3.4% |
净利率
AMPL
NDLS
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | -7.5% | ||
| Q2 25 | -29.6% | -7.3% | ||
| Q1 25 | -27.8% | — | ||
| Q4 24 | -41.7% | -5.5% | ||
| Q3 24 | -22.4% | -10.7% | ||
| Q2 24 | -31.9% | -5.1% |
每股收益(稀释后)
AMPL
NDLS
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.18 | $-0.20 | ||
| Q2 25 | $-0.19 | $-0.20 | ||
| Q1 25 | $-0.17 | — | ||
| Q4 24 | $-0.25 | $-0.15 | ||
| Q3 24 | $-0.14 | $-0.30 | ||
| Q2 24 | $-0.19 | $-0.14 |
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 | $86.6M | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $-38.9M |
| 总资产 | $401.7M | $280.6M |
| 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
AMPL
NDLS
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | $4.7M | ||
| Q2 25 | $208.1M | $1.4M | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | $3.3M | ||
| Q3 24 | $319.9M | $1.8M | ||
| Q2 24 | $318.3M | $1.3M |
股东权益
AMPL
NDLS
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | — | ||
| Q3 25 | $262.2M | $-38.9M | ||
| Q2 25 | $279.5M | $-13.9M | ||
| Q1 25 | $289.5M | — | ||
| Q4 24 | $296.6M | $3.7M | ||
| Q3 24 | $290.0M | $9.6M | ||
| Q2 24 | $287.3M | $21.9M |
总资产
AMPL
NDLS
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | — | ||
| Q3 25 | $438.1M | $280.6M | ||
| Q2 25 | $456.6M | $319.4M | ||
| Q1 25 | $445.8M | — | ||
| Q4 24 | $445.9M | $340.5M | ||
| Q3 24 | $445.6M | $346.3M | ||
| Q2 24 | $445.4M | $360.4M |
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 | $-11.6M | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-2.8M |
| 自由现金流率自由现金流/营收 | -14.1% | -2.3% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 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 | $23.5M | $-7.5M |
8季度趋势,按日历期对齐
经营现金流
AMPL
NDLS
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | — | ||
| Q3 25 | $5.0M | $4.3M | ||
| Q2 25 | $20.1M | $4.0M | ||
| Q1 25 | $-8.0M | — | ||
| Q4 24 | $3.2M | $5.8M | ||
| Q3 24 | $6.2M | $4.7M | ||
| Q2 24 | $9.2M | $7.0M |
自由现金流
AMPL
NDLS
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | $-2.8M | ||
| Q2 25 | $19.5M | $1.1M | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | $-1.3M | ||
| Q3 24 | $6.2M | $-4.5M | ||
| Q2 24 | $8.6M | $-1.6M |
自由现金流率
AMPL
NDLS
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | -2.3% | ||
| Q2 25 | 23.4% | 0.9% | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | -1.1% | ||
| Q3 24 | 8.2% | -3.5% | ||
| Q2 24 | 11.8% | -1.4% |
资本支出强度
AMPL
NDLS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | 5.8% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | 5.8% | ||
| Q3 24 | 0.0% | 7.2% | ||
| Q2 24 | 0.8% | 7.1% |
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
暂无分部数据
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |