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Amplitude, Inc.(AMPL)与OPAL Fuels Inc.(OPAL)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OPAL Fuels Inc.的1.1倍($93.5M vs $88.4M),OPAL Fuels Inc.同比增速更快(18.7% vs 17.0%),Amplitude, Inc.自由现金流更多($-13.2M vs $-13.4M),过去两年OPAL Fuels Inc.的营收复合增速更高(17.6% vs 12.9%)
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。
OPAL Fuels Inc.是一家北美能源企业,专注于生产和分销低碳可再生天然气(RNG)。公司从垃圾填埋场、奶牛场等有机废物流中收集甲烷,产出的可再生天然气主要供应给重型运输车队、商业物流运营商及公共交通实体,助力降低碳排放。
AMPL vs OPAL — 直观对比
营收规模更大
AMPL
是对方的1.1倍
$88.4M
营收增速更快
OPAL
高出1.7%
17.0%
自由现金流更多
AMPL
多$168.0K
$-13.4M
两年增速更快
OPAL
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $93.5M | $88.4M |
| 净利润 | — | $16.2M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | 7.5% |
| 净利率 | — | 18.3% |
| 营收同比 | 17.0% | 18.7% |
| 净利润同比 | — | 401.5% |
| 每股收益(稀释后) | $-0.17 | $0.08 |
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
OPAL
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $88.4M | ||
| Q3 25 | $88.6M | $77.9M | ||
| Q2 25 | $83.3M | $77.4M | ||
| Q1 25 | $80.0M | $83.0M | ||
| Q4 24 | $78.1M | $74.5M | ||
| Q3 24 | $75.2M | $82.6M | ||
| Q2 24 | $73.3M | $69.8M |
净利润
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $16.2M | ||
| Q3 25 | $-24.0M | $11.4M | ||
| Q2 25 | $-24.7M | $7.6M | ||
| Q1 25 | $-22.2M | $1.3M | ||
| Q4 24 | $-32.6M | $-5.4M | ||
| Q3 24 | $-16.9M | $17.1M | ||
| Q2 24 | $-23.4M | $1.9M |
毛利率
AMPL
OPAL
| 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
OPAL
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 7.5% | ||
| Q3 25 | -26.0% | 4.6% | ||
| Q2 25 | -29.0% | -1.1% | ||
| Q1 25 | -26.8% | -2.3% | ||
| Q4 24 | -41.2% | -0.5% | ||
| Q3 24 | -21.4% | 14.9% | ||
| Q2 24 | -31.7% | 8.1% |
净利率
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 18.3% | ||
| Q3 25 | -27.1% | 14.6% | ||
| Q2 25 | -29.6% | 9.8% | ||
| Q1 25 | -27.8% | 1.5% | ||
| Q4 24 | -41.7% | -7.2% | ||
| Q3 24 | -22.4% | 20.7% | ||
| Q2 24 | -31.9% | 2.7% |
每股收益(稀释后)
AMPL
OPAL
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $0.08 | ||
| Q3 25 | $-0.18 | $0.05 | ||
| Q2 25 | $-0.19 | $0.03 | ||
| Q1 25 | $-0.17 | $-0.01 | ||
| Q4 24 | $-0.25 | $-0.05 | ||
| Q3 24 | $-0.14 | $0.09 | ||
| Q2 24 | $-0.19 | $-0.01 |
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 | $24.4M |
| 总债务越低越好 | — | $361.3M |
| 股东权益账面价值 | — | $-12.9M |
| 总资产 | $401.7M | $959.5M |
| 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
OPAL
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $24.4M | ||
| Q3 25 | $189.2M | $29.9M | ||
| Q2 25 | $208.1M | $29.3M | ||
| Q1 25 | $209.0M | $40.1M | ||
| Q4 24 | $241.1M | $24.3M | ||
| Q3 24 | $319.9M | $31.0M | ||
| Q2 24 | $318.3M | $27.6M |
总债务
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M |
股东权益
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $-12.9M | ||
| Q3 25 | $262.2M | $7.5M | ||
| Q2 25 | $279.5M | $-25.0M | ||
| Q1 25 | $289.5M | $57.1M | ||
| Q4 24 | $296.6M | $-148.4M | ||
| Q3 24 | $290.0M | $-180.1M | ||
| Q2 24 | $287.3M | $-273.0M |
总资产
AMPL
OPAL
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $959.5M | ||
| Q3 25 | $438.1M | $916.7M | ||
| Q2 25 | $456.6M | $905.5M | ||
| Q1 25 | $445.8M | $884.9M | ||
| Q4 24 | $445.9M | $881.1M | ||
| Q3 24 | $445.6M | $831.1M | ||
| Q2 24 | $445.4M | $782.3M |
负债/权益比
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $-11.6M | $-3.5M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-13.4M |
| 自由现金流率自由现金流/营收 | -14.1% | -15.1% |
| 资本支出强度资本支出/营收 | — | 11.1% |
| 现金转化率经营现金流/净利润 | — | -0.22× |
| 过去12个月自由现金流最近4个季度 | $23.5M | $-34.2M |
8季度趋势,按日历期对齐
经营现金流
AMPL
OPAL
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $-3.5M | ||
| Q3 25 | $5.0M | $18.2M | ||
| Q2 25 | $20.1M | $-7.9M | ||
| Q1 25 | $-8.0M | $29.7M | ||
| Q4 24 | $3.2M | $-532.0K | ||
| Q3 24 | $6.2M | $17.7M | ||
| Q2 24 | $9.2M | $533.0K |
自由现金流
AMPL
OPAL
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-13.4M | ||
| Q3 25 | $4.5M | $-9.3M | ||
| Q2 25 | $19.5M | $-29.7M | ||
| Q1 25 | $-8.5M | $18.1M | ||
| Q4 24 | $2.4M | $-55.0M | ||
| Q3 24 | $6.2M | $-5.4M | ||
| Q2 24 | $8.6M | $-22.5M |
自由现金流率
AMPL
OPAL
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -15.1% | ||
| Q3 25 | 5.1% | -11.9% | ||
| Q2 25 | 23.4% | -38.4% | ||
| Q1 25 | -10.6% | 21.8% | ||
| Q4 24 | 3.1% | -73.8% | ||
| Q3 24 | 8.2% | -6.5% | ||
| Q2 24 | 11.8% | -32.2% |
资本支出强度
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 11.1% | ||
| Q3 25 | 0.5% | 35.3% | ||
| Q2 25 | 0.6% | 28.2% | ||
| Q1 25 | 0.5% | 13.9% | ||
| Q4 24 | 1.0% | 73.1% | ||
| Q3 24 | 0.0% | 27.9% | ||
| Q2 24 | 0.8% | 32.9% |
现金转化率
AMPL
OPAL
| Q1 26 | — | — | ||
| Q4 25 | — | -0.22× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | -1.04× | ||
| Q1 25 | — | 23.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.28× |
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
暂无分部数据
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |