vs
Amplitude, Inc.（AMPL）与PAMT CORP（PAMT）财务数据对比。点击上方公司名可切换其他公司
PAMT CORP的季度营收约是Amplitude, Inc.的1.5倍（$141.3M vs $91.4M），Amplitude, Inc.净利率更高（-19.3% vs -20.7%，领先1.4%），Amplitude, Inc.同比增速更快（17.0% vs -15.1%），Amplitude, Inc.自由现金流更多（$12.7M vs $-25.0M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -12.0%）
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。
AMPL vs PAMT — 直观对比
营收规模更大
PAMT
是对方的1.5倍
$91.4M
营收增速更快
AMPL
高出32.2%
-15.1%
净利率更高
AMPL
高出1.4%
-20.7%
自由现金流更多
AMPL
多$37.6M
$-25.0M
两年增速更快
AMPL
近两年复合增速
-12.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $141.3M |
| 净利润 | $-17.7M | $-29.3M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -27.0% |
| 净利率 | -19.3% | -20.7% |
| 营收同比 | 17.0% | -15.1% |
| 净利润同比 | 45.8% | 7.4% |
| 每股收益（稀释后） | $-0.13 | $-1.38 |
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AMPLPAMT
| Q4 25 | $91.4M | $141.3M | ||
| Q3 25 | $88.6M | $150.3M | ||
| Q2 25 | $83.3M | $151.1M | ||
| Q1 25 | $80.0M | $155.3M | ||
| Q4 24 | $78.1M | $166.5M | ||
| Q3 24 | $75.2M | $182.6M | ||
| Q2 24 | $73.3M | $182.9M | ||
| Q1 24 | $72.6M | $182.6M |
净利润AMPLPAMT
| Q4 25 | $-17.7M | $-29.3M | ||
| Q3 25 | $-24.0M | $-5.6M | ||
| Q2 25 | $-24.7M | $-9.6M | ||
| Q1 25 | $-22.2M | $-8.1M | ||
| Q4 24 | $-32.6M | $-31.6M | ||
| Q3 24 | $-16.9M | $2.4M | ||
| Q2 24 | $-23.4M | $-2.9M | ||
| Q1 24 | $-21.5M | $281.0K |
毛利率AMPLPAMT
| 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% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLPAMT
| Q4 25 | -18.3% | -27.0% | ||
| Q3 25 | -26.0% | -3.8% | ||
| Q2 25 | -29.0% | -7.3% | ||
| Q1 25 | -26.8% | -5.9% | ||
| Q4 24 | -41.2% | -22.6% | ||
| Q3 24 | -21.4% | 1.3% | ||
| Q2 24 | -31.7% | -0.4% | ||
| Q1 24 | -29.0% | -0.4% |
净利率AMPLPAMT
| Q4 25 | -19.3% | -20.7% | ||
| Q3 25 | -27.1% | -3.7% | ||
| Q2 25 | -29.6% | -6.4% | ||
| Q1 25 | -27.8% | -5.2% | ||
| Q4 24 | -41.7% | -19.0% | ||
| Q3 24 | -22.4% | 1.3% | ||
| Q2 24 | -31.9% | -1.6% | ||
| Q1 24 | -29.5% | 0.2% |
每股收益（稀释后）AMPLPAMT
| Q4 25 | $-0.13 | $-1.38 | ||
| Q3 25 | $-0.18 | $-0.27 | ||
| Q2 25 | $-0.19 | $-0.46 | ||
| Q1 25 | $-0.17 | $-0.37 | ||
| Q4 24 | $-0.25 | $-1.44 | ||
| Q3 24 | $-0.14 | $0.11 | ||
| Q2 24 | $-0.19 | $-0.13 | ||
| Q1 24 | $-0.18 | $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 | $192.0M | $83.7M |
| 总债务越低越好 | — | $333.9M |
| 股东权益账面价值 | $245.3M | $210.5M |
| 总资产 | $420.7M | $697.9M |
| 负债/权益比越低杠杆越低 | — | 1.59× |
8季度趋势，按日历期对齐
现金及短期投资AMPLPAMT
| Q4 25 | $192.0M | $83.7M | ||
| Q3 25 | $189.2M | $115.6M | ||
| Q2 25 | $208.1M | $117.3M | ||
| Q1 25 | $209.0M | $102.7M | ||
| Q4 24 | $241.1M | $110.7M | ||
| Q3 24 | $319.9M | $92.3M | ||
| Q2 24 | $318.3M | $114.0M | ||
| Q1 24 | $316.1M | $125.8M |
总债务AMPLPAMT
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMPLPAMT
| Q4 25 | $245.3M | $210.5M | ||
| Q3 25 | $262.2M | $239.5M | ||
| Q2 25 | $279.5M | $244.9M | ||
| Q1 25 | $289.5M | $269.6M | ||
| Q4 24 | $296.6M | $277.5M | ||
| Q3 24 | $290.0M | $308.9M | ||
| Q2 24 | $287.3M | $306.7M | ||
| Q1 24 | $289.2M | $314.6M |
总资产AMPLPAMT
| Q4 25 | $420.7M | $697.9M | ||
| Q3 25 | $438.1M | $715.2M | ||
| Q2 25 | $456.6M | $707.9M | ||
| Q1 25 | $445.8M | $712.6M | ||
| Q4 24 | $445.9M | $741.7M | ||
| Q3 24 | $445.6M | $756.7M | ||
| Q2 24 | $445.4M | $733.5M | ||
| Q1 24 | $437.9M | $746.4M |
负债/权益比AMPLPAMT
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $12.8M | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-25.0M |
| 自由现金流率自由现金流/营收 | 13.8% | -17.7% |
| 资本支出强度资本支出/营收 | 0.2% | 13.6% |
| 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 | $-23.4M |
8季度趋势，按日历期对齐
经营现金流AMPLPAMT
| Q4 25 | $12.8M | $-5.8M | ||
| Q3 25 | $5.0M | $5.9M | ||
| Q2 25 | $20.1M | $12.2M | ||
| Q1 25 | $-8.0M | $5.0M | ||
| Q4 24 | $3.2M | $15.2M | ||
| Q3 24 | $6.2M | $15.5M | ||
| Q2 24 | $9.2M | $18.7M | ||
| Q1 24 | $-48.0K | $9.6M |
自由现金流AMPLPAMT
| Q4 25 | $12.7M | $-25.0M | ||
| Q3 25 | $4.5M | $2.5M | ||
| Q2 25 | $19.5M | $5.9M | ||
| Q1 25 | $-8.5M | $-6.8M | ||
| Q4 24 | $2.4M | $-39.9M | ||
| Q3 24 | $6.2M | $-33.6M | ||
| Q2 24 | $8.6M | $4.1M | ||
| Q1 24 | $-405.0K | $-12.2M |
自由现金流率AMPLPAMT
| Q4 25 | 13.8% | -17.7% | ||
| Q3 25 | 5.1% | 1.7% | ||
| Q2 25 | 23.4% | 3.9% | ||
| Q1 25 | -10.6% | -4.4% | ||
| Q4 24 | 3.1% | -24.0% | ||
| Q3 24 | 8.2% | -18.4% | ||
| Q2 24 | 11.8% | 2.2% | ||
| Q1 24 | -0.6% | -6.7% |
资本支出强度AMPLPAMT
| Q4 25 | 0.2% | 13.6% | ||
| Q3 25 | 0.5% | 2.3% | ||
| Q2 25 | 0.6% | 4.2% | ||
| Q1 25 | 0.5% | 7.6% | ||
| Q4 24 | 1.0% | 33.1% | ||
| Q3 24 | 0.0% | 26.9% | ||
| Q2 24 | 0.8% | 8.0% | ||
| Q1 24 | 0.5% | 12.0% |
现金转化率AMPLPAMT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.44× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 34.11× |
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% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
