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Amplitude, Inc.（AMPL）与Ranpak Holdings Corp.（PACK）财务数据对比。点击上方公司名可切换其他公司
Ranpak Holdings Corp.的季度营收约是Amplitude, Inc.的1.0倍（$93.7M vs $91.4M），Amplitude, Inc.同比增速更快（17.0% vs 2.3%），过去两年Ranpak Holdings Corp.的营收复合增速更高（13.7% 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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
AMPL vs PACK — 直观对比
营收规模更大
PACK
是对方的1.0倍
$91.4M
营收增速更快
AMPL
高出14.7%
2.3%
两年增速更快
PACK
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $93.7M |
| 净利润 | $-17.7M | — |
| 毛利率 | 74.6% | 39.0% |
| 营业利润率 | -18.3% | -1.0% |
| 净利率 | -19.3% | — |
| 营收同比 | 17.0% | 2.3% |
| 净利润同比 | 45.8% | — |
| 每股收益（稀释后） | $-0.13 | $-0.11 |
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AMPLPACK
| Q4 25 | $91.4M | $93.7M | ||
| Q3 25 | $88.6M | $83.6M | ||
| Q2 25 | $83.3M | $77.8M | ||
| Q1 25 | $80.0M | $77.6M | ||
| Q4 24 | $78.1M | $91.6M | ||
| Q3 24 | $75.2M | $78.6M | ||
| Q2 24 | $73.3M | $72.8M | ||
| Q1 24 | $72.6M | $72.5M |
净利润AMPLPACK
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $-10.4M | ||
| Q2 25 | $-24.7M | $-7.5M | ||
| Q1 25 | $-22.2M | $-10.9M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $-8.1M | ||
| Q2 24 | $-23.4M | $5.5M | ||
| Q1 24 | $-21.5M | $-8.1M |
毛利率AMPLPACK
| Q4 25 | 74.6% | 39.0% | ||
| Q3 25 | 73.9% | 41.1% | ||
| Q2 25 | 72.6% | 37.1% | ||
| Q1 25 | 74.7% | 39.8% | ||
| Q4 24 | 74.7% | 45.2% | ||
| Q3 24 | 75.1% | 43.8% | ||
| Q2 24 | 73.4% | 43.5% | ||
| Q1 24 | 74.0% | 44.6% |
营业利润率AMPLPACK
| Q4 25 | -18.3% | -1.0% | ||
| Q3 25 | -26.0% | -6.8% | ||
| Q2 25 | -29.0% | -12.5% | ||
| Q1 25 | -26.8% | -10.3% | ||
| Q4 24 | -41.2% | 1.5% | ||
| Q3 24 | -21.4% | -5.3% | ||
| Q2 24 | -31.7% | -7.1% | ||
| Q1 24 | -29.0% | -6.6% |
净利率AMPLPACK
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | -12.4% | ||
| Q2 25 | -29.6% | -9.6% | ||
| Q1 25 | -27.8% | -14.0% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | -10.3% | ||
| Q2 24 | -31.9% | 7.6% | ||
| Q1 24 | -29.5% | -11.2% |
每股收益（稀释后）AMPLPACK
| Q4 25 | $-0.13 | $-0.11 | ||
| Q3 25 | $-0.18 | $-0.12 | ||
| Q2 25 | $-0.19 | $-0.09 | ||
| Q1 25 | $-0.17 | $-0.13 | ||
| Q4 24 | $-0.25 | $-0.13 | ||
| Q3 24 | $-0.14 | $-0.10 | ||
| Q2 24 | $-0.19 | $0.07 | ||
| Q1 24 | $-0.18 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $245.3M | $534.9M |
| 总资产 | $420.7M | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资AMPLPACK
| Q4 25 | $192.0M | $63.0M | ||
| Q3 25 | $189.2M | $49.9M | ||
| Q2 25 | $208.1M | $49.2M | ||
| Q1 25 | $209.0M | $65.5M | ||
| Q4 24 | $241.1M | $76.1M | ||
| Q3 24 | $319.9M | $69.5M | ||
| Q2 24 | $318.3M | $65.1M | ||
| Q1 24 | $316.1M | $55.1M |
总债务AMPLPACK
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
股东权益AMPLPACK
| Q4 25 | $245.3M | $534.9M | ||
| Q3 25 | $262.2M | $537.8M | ||
| Q2 25 | $279.5M | $539.0M | ||
| Q1 25 | $289.5M | $544.1M | ||
| Q4 24 | $296.6M | $548.1M | ||
| Q3 24 | $290.0M | $564.3M | ||
| Q2 24 | $287.3M | $566.2M | ||
| Q1 24 | $289.2M | $560.0M |
总资产AMPLPACK
| Q4 25 | $420.7M | $1.1B | ||
| Q3 25 | $438.1M | $1.1B | ||
| Q2 25 | $456.6M | $1.1B | ||
| Q1 25 | $445.8M | $1.1B | ||
| Q4 24 | $445.9M | $1.1B | ||
| Q3 24 | $445.6M | $1.1B | ||
| Q2 24 | $445.4M | $1.1B | ||
| Q1 24 | $437.9M | $1.1B |
负债/权益比AMPLPACK
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
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 | $19.5M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMPLPACK
| Q4 25 | $12.8M | $19.5M | ||
| Q3 25 | $5.0M | $8.5M | ||
| Q2 25 | $20.1M | $-3.6M | ||
| Q1 25 | $-8.0M | $-1.3M | ||
| Q4 24 | $3.2M | $6.5M | ||
| Q3 24 | $6.2M | $10.1M | ||
| Q2 24 | $9.2M | $19.6M | ||
| Q1 24 | $-48.0K | $5.2M |
自由现金流AMPLPACK
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLPACK
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLPACK
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
现金转化率AMPLPACK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.56× | ||
| Q1 24 | — | — |
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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
