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Amplitude, Inc.(AMPL)与Ouster, Inc.(OUST)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Ouster, Inc.的1.5倍($91.4M vs $62.2M),Ouster, Inc.同比增速更快(106.6% vs 17.0%),Amplitude, Inc.自由现金流更多($12.7M vs $-37.2M),过去两年Ouster, Inc.的营收复合增速更高(54.8% vs 12.2%)
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。
Ouster, Inc.是总部位于美国加利福尼亚州旧金山的激光雷达技术企业,主打高分辨率数字化3D激光雷达传感器,产品广泛应用于自动驾驶车辆、工业自动化、机器人、无人机、地图测绘、国防及安防等领域。
AMPL vs OUST — 直观对比
营收规模更大
AMPL
是对方的1.5倍
$62.2M
营收增速更快
OUST
高出89.6%
17.0%
自由现金流更多
AMPL
多$49.8M
$-37.2M
两年增速更快
OUST
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $91.4M | $62.2M |
| 净利润 | $-17.7M | — |
| 毛利率 | 74.6% | 60.2% |
| 营业利润率 | -18.3% | 1.5% |
| 净利率 | -19.3% | — |
| 营收同比 | 17.0% | 106.6% |
| 净利润同比 | 45.8% | — |
| 每股收益(稀释后) | $-0.13 | $0.10 |
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
OUST
| Q4 25 | $91.4M | $62.2M | ||
| Q3 25 | $88.6M | $39.5M | ||
| Q2 25 | $83.3M | $35.0M | ||
| Q1 25 | $80.0M | $32.6M | ||
| Q4 24 | $78.1M | $30.1M | ||
| Q3 24 | $75.2M | $28.1M | ||
| Q2 24 | $73.3M | $27.0M | ||
| Q1 24 | $72.6M | $25.9M |
净利润
AMPL
OUST
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $-21.7M | ||
| Q2 25 | $-24.7M | $-20.6M | ||
| Q1 25 | $-22.2M | $-22.0M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $-25.6M | ||
| Q2 24 | $-23.4M | $-23.9M | ||
| Q1 24 | $-21.5M | $-23.8M |
毛利率
AMPL
OUST
| Q4 25 | 74.6% | 60.2% | ||
| Q3 25 | 73.9% | 42.1% | ||
| Q2 25 | 72.6% | 45.2% | ||
| Q1 25 | 74.7% | 41.3% | ||
| Q4 24 | 74.7% | 43.8% | ||
| Q3 24 | 75.1% | 38.3% | ||
| Q2 24 | 73.4% | 33.7% | ||
| Q1 24 | 74.0% | 28.6% |
营业利润率
AMPL
OUST
| Q4 25 | -18.3% | 1.5% | ||
| Q3 25 | -26.0% | -61.4% | ||
| Q2 25 | -29.0% | -76.5% | ||
| Q1 25 | -26.8% | -73.0% | ||
| Q4 24 | -41.2% | -85.1% | ||
| Q3 24 | -21.4% | -98.0% | ||
| Q2 24 | -31.7% | -93.6% | ||
| Q1 24 | -29.0% | -99.5% |
净利率
AMPL
OUST
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | -55.0% | ||
| Q2 25 | -29.6% | -58.8% | ||
| Q1 25 | -27.8% | -67.5% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | -91.1% | ||
| Q2 24 | -31.9% | -88.4% | ||
| Q1 24 | -29.5% | -91.9% |
每股收益(稀释后)
AMPL
OUST
| Q4 25 | $-0.13 | $0.10 | ||
| Q3 25 | $-0.18 | $-0.37 | ||
| Q2 25 | $-0.19 | $-0.38 | ||
| Q1 25 | $-0.17 | $-0.42 | ||
| Q4 24 | $-0.25 | $-0.46 | ||
| Q3 24 | $-0.14 | $-0.54 | ||
| Q2 24 | $-0.19 | $-0.53 | ||
| Q1 24 | $-0.18 | $-0.55 |
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 | $208.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $261.7M |
| 总资产 | $420.7M | $349.5M |
| 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
OUST
| Q4 25 | $192.0M | $208.6M | ||
| Q3 25 | $189.2M | $244.5M | ||
| Q2 25 | $208.1M | $226.5M | ||
| Q1 25 | $209.0M | $168.2M | ||
| Q4 24 | $241.1M | $172.0M | ||
| Q3 24 | $319.9M | $151.4M | ||
| Q2 24 | $318.3M | $184.2M | ||
| Q1 24 | $316.1M | $187.8M |
股东权益
AMPL
OUST
| Q4 25 | $245.3M | $261.7M | ||
| Q3 25 | $262.2M | $247.4M | ||
| Q2 25 | $279.5M | $221.0M | ||
| Q1 25 | $289.5M | $167.9M | ||
| Q4 24 | $296.6M | $180.9M | ||
| Q3 24 | $290.0M | $171.7M | ||
| Q2 24 | $287.3M | $170.6M | ||
| Q1 24 | $289.2M | $167.2M |
总资产
AMPL
OUST
| Q4 25 | $420.7M | $349.5M | ||
| Q3 25 | $438.1M | $353.8M | ||
| Q2 25 | $456.6M | $321.8M | ||
| Q1 25 | $445.8M | $268.6M | ||
| Q4 24 | $445.9M | $276.1M | ||
| Q3 24 | $445.6M | $255.2M | ||
| Q2 24 | $445.4M | $309.9M | ||
| Q1 24 | $437.9M | $317.7M |
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 | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-37.2M |
| 自由现金流率自由现金流/营收 | 13.8% | -59.8% |
| 资本支出强度资本支出/营收 | 0.2% | 35.0% |
| 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 | $28.2M | $-64.8M |
8季度趋势,按日历期对齐
经营现金流
AMPL
OUST
| Q4 25 | $12.8M | $-15.4M | ||
| Q3 25 | $5.0M | $-18.3M | ||
| Q2 25 | $20.1M | $-1.3M | ||
| Q1 25 | $-8.0M | $-4.9M | ||
| Q4 24 | $3.2M | $-2.6M | ||
| Q3 24 | $6.2M | $-3.8M | ||
| Q2 24 | $9.2M | $-21.6M | ||
| Q1 24 | $-48.0K | $-5.7M |
自由现金流
AMPL
OUST
| Q4 25 | $12.7M | $-37.2M | ||
| Q3 25 | $4.5M | $-20.0M | ||
| Q2 25 | $19.5M | $-2.2M | ||
| Q1 25 | $-8.5M | $-5.4M | ||
| Q4 24 | $2.4M | $-4.0M | ||
| Q3 24 | $6.2M | $-4.3M | ||
| Q2 24 | $8.6M | $-22.0M | ||
| Q1 24 | $-405.0K | $-7.1M |
自由现金流率
AMPL
OUST
| Q4 25 | 13.8% | -59.8% | ||
| Q3 25 | 5.1% | -50.7% | ||
| Q2 25 | 23.4% | -6.3% | ||
| Q1 25 | -10.6% | -16.6% | ||
| Q4 24 | 3.1% | -13.3% | ||
| Q3 24 | 8.2% | -15.4% | ||
| Q2 24 | 11.8% | -81.5% | ||
| Q1 24 | -0.6% | -27.4% |
资本支出强度
AMPL
OUST
| Q4 25 | 0.2% | 35.0% | ||
| Q3 25 | 0.5% | 4.3% | ||
| Q2 25 | 0.6% | 2.5% | ||
| Q1 25 | 0.5% | 1.7% | ||
| Q4 24 | 1.0% | 4.8% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.5% | 5.3% |
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% |
OUST
暂无分部数据