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Amplitude, Inc.（AMPL）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是Amplitude, Inc.的1.0倍（$92.8M vs $91.4M），IMPINJ INC净利率更高（-1.2% vs -19.3%，领先18.1%），Amplitude, Inc.同比增速更快（17.0% vs 1.4%），IMPINJ INC自由现金流更多（$13.6M vs $12.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 9.9%）
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。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
AMPL vs PI — 直观对比
营收规模更大
PI
是对方的1.0倍
$91.4M
营收增速更快
AMPL
高出15.6%
1.4%
净利率更高
PI
高出18.1%
-19.3%
自由现金流更多
PI
多$968.0K
$12.7M
两年增速更快
AMPL
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $92.8M |
| 净利润 | $-17.7M | $-1.1M |
| 毛利率 | 74.6% | 51.8% |
| 营业利润率 | -18.3% | -2.9% |
| 净利率 | -19.3% | -1.2% |
| 营收同比 | 17.0% | 1.4% |
| 净利润同比 | 45.8% | 57.7% |
| 每股收益（稀释后） | $-0.13 | $-0.02 |
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AMPLPI
| Q4 25 | $91.4M | $92.8M | ||
| Q3 25 | $88.6M | $96.1M | ||
| Q2 25 | $83.3M | $97.9M | ||
| Q1 25 | $80.0M | $74.3M | ||
| Q4 24 | $78.1M | $91.6M | ||
| Q3 24 | $75.2M | $95.2M | ||
| Q2 24 | $73.3M | $102.5M | ||
| Q1 24 | $72.6M | $76.8M |
净利润AMPLPI
| Q4 25 | $-17.7M | $-1.1M | ||
| Q3 25 | $-24.0M | $-12.8M | ||
| Q2 25 | $-24.7M | $11.6M | ||
| Q1 25 | $-22.2M | $-8.5M | ||
| Q4 24 | $-32.6M | $-2.7M | ||
| Q3 24 | $-16.9M | $221.0K | ||
| Q2 24 | $-23.4M | $10.0M | ||
| Q1 24 | $-21.5M | $33.3M |
毛利率AMPLPI
| Q4 25 | 74.6% | 51.8% | ||
| Q3 25 | 73.9% | 50.3% | ||
| Q2 25 | 72.6% | 57.8% | ||
| Q1 25 | 74.7% | 49.4% | ||
| Q4 24 | 74.7% | 50.5% | ||
| Q3 24 | 75.1% | 50.0% | ||
| Q2 24 | 73.4% | 56.1% | ||
| Q1 24 | 74.0% | 48.9% |
营业利润率AMPLPI
| Q4 25 | -18.3% | -2.9% | ||
| Q3 25 | -26.0% | 0.7% | ||
| Q2 25 | -29.0% | 11.1% | ||
| Q1 25 | -26.8% | -12.9% | ||
| Q4 24 | -41.2% | -3.9% | ||
| Q3 24 | -21.4% | -0.8% | ||
| Q2 24 | -31.7% | 8.8% | ||
| Q1 24 | -29.0% | -15.3% |
净利率AMPLPI
| Q4 25 | -19.3% | -1.2% | ||
| Q3 25 | -27.1% | -13.3% | ||
| Q2 25 | -29.6% | 11.8% | ||
| Q1 25 | -27.8% | -11.4% | ||
| Q4 24 | -41.7% | -2.9% | ||
| Q3 24 | -22.4% | 0.2% | ||
| Q2 24 | -31.9% | 9.7% | ||
| Q1 24 | -29.5% | 43.4% |
每股收益（稀释后）AMPLPI
| Q4 25 | $-0.13 | $-0.02 | ||
| Q3 25 | $-0.18 | $-0.44 | ||
| Q2 25 | $-0.19 | $0.39 | ||
| Q1 25 | $-0.17 | $-0.30 | ||
| Q4 24 | $-0.25 | $-0.06 | ||
| Q3 24 | $-0.14 | $0.01 | ||
| Q2 24 | $-0.19 | $0.34 | ||
| Q1 24 | $-0.18 | $1.10 |
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 | $175.3M |
| 总债务越低越好 | — | $280.9M |
| 股东权益账面价值 | $245.3M | $209.2M |
| 总资产 | $420.7M | $545.2M |
| 负债/权益比越低杠杆越低 | — | 1.34× |
8季度趋势，按日历期对齐
现金及短期投资AMPLPI
| Q4 25 | $192.0M | $175.3M | ||
| Q3 25 | $189.2M | $190.1M | ||
| Q2 25 | $208.1M | $193.2M | ||
| Q1 25 | $209.0M | $147.9M | ||
| Q4 24 | $241.1M | $164.7M | ||
| Q3 24 | $319.9M | $170.3M | ||
| Q2 24 | $318.3M | $220.2M | ||
| Q1 24 | $316.1M | $174.1M |
总债务AMPLPI
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMPLPI
| Q4 25 | $245.3M | $209.2M | ||
| Q3 25 | $262.2M | $195.0M | ||
| Q2 25 | $279.5M | $187.7M | ||
| Q1 25 | $289.5M | $160.6M | ||
| Q4 24 | $296.6M | $149.9M | ||
| Q3 24 | $290.0M | $136.1M | ||
| Q2 24 | $287.3M | $117.0M | ||
| Q1 24 | $289.2M | $85.9M |
总资产AMPLPI
| Q4 25 | $420.7M | $545.2M | ||
| Q3 25 | $438.1M | $516.5M | ||
| Q2 25 | $456.6M | $508.8M | ||
| Q1 25 | $445.8M | $479.8M | ||
| Q4 24 | $445.9M | $489.1M | ||
| Q3 24 | $445.6M | $476.4M | ||
| Q2 24 | $445.4M | $446.1M | ||
| Q1 24 | $437.9M | $413.9M |
负债/权益比AMPLPI
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| 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 | $15.1M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $13.6M |
| 自由现金流率自由现金流/营收 | 13.8% | 14.7% |
| 资本支出强度资本支出/营收 | 0.2% | 1.6% |
| 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 | $45.9M |
8季度趋势，按日历期对齐
经营现金流AMPLPI
| Q4 25 | $12.8M | $15.1M | ||
| Q3 25 | $5.0M | $20.9M | ||
| Q2 25 | $20.1M | $33.9M | ||
| Q1 25 | $-8.0M | $-11.1M | ||
| Q4 24 | $3.2M | $12.6M | ||
| Q3 24 | $6.2M | $10.1M | ||
| Q2 24 | $9.2M | $45.5M | ||
| Q1 24 | $-48.0K | $60.1M |
自由现金流AMPLPI
| Q4 25 | $12.7M | $13.6M | ||
| Q3 25 | $4.5M | $18.0M | ||
| Q2 25 | $19.5M | $27.3M | ||
| Q1 25 | $-8.5M | $-13.0M | ||
| Q4 24 | $2.4M | $8.5M | ||
| Q3 24 | $6.2M | $4.7M | ||
| Q2 24 | $8.6M | $44.1M | ||
| Q1 24 | $-405.0K | $53.9M |
自由现金流率AMPLPI
| Q4 25 | 13.8% | 14.7% | ||
| Q3 25 | 5.1% | 18.7% | ||
| Q2 25 | 23.4% | 27.9% | ||
| Q1 25 | -10.6% | -17.5% | ||
| Q4 24 | 3.1% | 9.3% | ||
| Q3 24 | 8.2% | 4.9% | ||
| Q2 24 | 11.8% | 43.0% | ||
| Q1 24 | -0.6% | 70.2% |
资本支出强度AMPLPI
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 0.5% | 3.1% | ||
| Q2 25 | 0.6% | 6.7% | ||
| Q1 25 | 0.5% | 2.5% | ||
| Q4 24 | 1.0% | 4.5% | ||
| Q3 24 | 0.0% | 5.7% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.5% | 8.1% |
现金转化率AMPLPI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× | ||
| Q1 24 | — | 1.80× |
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% |
PI
| Endpoint I Cs | $75.2M | 81% |
| Systems | $17.7M | 19% |
