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Amplitude, Inc.（AMPL）与Planet Labs PBC（PL）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Planet Labs PBC的1.1倍（$91.4M vs $81.3M），Amplitude, Inc.净利率更高（-19.3% vs -72.8%，领先53.5%），Planet Labs PBC同比增速更快（32.6% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% 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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
AMPL vs PL — 直观对比
营收规模更大
AMPL
是对方的1.1倍
$81.3M
营收增速更快
PL
高出15.6%
17.0%
净利率更高
AMPL
高出53.5%
-72.8%
自由现金流更多
AMPL
多$10.8M
$1.9M
两年增速更快
PL
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $81.3M |
| 净利润 | $-17.7M | $-59.2M |
| 毛利率 | 74.6% | 57.3% |
| 营业利润率 | -18.3% | -22.6% |
| 净利率 | -19.3% | -72.8% |
| 营收同比 | 17.0% | 32.6% |
| 净利润同比 | 45.8% | -194.7% |
| 每股收益（稀释后） | $-0.13 | $-0.19 |
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AMPLPL
| Q4 25 | $91.4M | $81.3M | ||
| Q3 25 | $88.6M | $73.4M | ||
| Q2 25 | $83.3M | $66.3M | ||
| Q1 25 | $80.0M | $61.6M | ||
| Q4 24 | $78.1M | $61.3M | ||
| Q3 24 | $75.2M | $61.1M | ||
| Q2 24 | $73.3M | $60.4M | ||
| Q1 24 | $72.6M | $58.9M |
净利润AMPLPL
| Q4 25 | $-17.7M | $-59.2M | ||
| Q3 25 | $-24.0M | $-22.6M | ||
| Q2 25 | $-24.7M | $-12.6M | ||
| Q1 25 | $-22.2M | $-35.2M | ||
| Q4 24 | $-32.6M | $-20.1M | ||
| Q3 24 | $-16.9M | $-38.7M | ||
| Q2 24 | $-23.4M | $-29.3M | ||
| Q1 24 | $-21.5M | $-30.1M |
毛利率AMPLPL
| Q4 25 | 74.6% | 57.3% | ||
| Q3 25 | 73.9% | 57.6% | ||
| Q2 25 | 72.6% | 55.2% | ||
| Q1 25 | 74.7% | 62.1% | ||
| Q4 24 | 74.7% | 61.2% | ||
| Q3 24 | 75.1% | 52.9% | ||
| Q2 24 | 73.4% | 52.4% | ||
| Q1 24 | 74.0% | 55.2% |
营业利润率AMPLPL
| Q4 25 | -18.3% | -22.6% | ||
| Q3 25 | -26.0% | -24.5% | ||
| Q2 25 | -29.0% | -34.4% | ||
| Q1 25 | -26.8% | -31.5% | ||
| Q4 24 | -41.2% | -36.9% | ||
| Q3 24 | -21.4% | -64.8% | ||
| Q2 24 | -31.7% | -57.2% | ||
| Q1 24 | -29.0% | -57.6% |
净利率AMPLPL
| Q4 25 | -19.3% | -72.8% | ||
| Q3 25 | -27.1% | -30.8% | ||
| Q2 25 | -29.6% | -19.1% | ||
| Q1 25 | -27.8% | -57.1% | ||
| Q4 24 | -41.7% | -32.8% | ||
| Q3 24 | -22.4% | -63.3% | ||
| Q2 24 | -31.9% | -48.5% | ||
| Q1 24 | -29.5% | -51.1% |
每股收益（稀释后）AMPLPL
| Q4 25 | $-0.13 | $-0.19 | ||
| Q3 25 | $-0.18 | $-0.07 | ||
| Q2 25 | $-0.19 | $-0.04 | ||
| Q1 25 | $-0.17 | $-0.12 | ||
| Q4 24 | $-0.25 | $-0.07 | ||
| Q3 24 | $-0.14 | $-0.13 | ||
| Q2 24 | $-0.19 | $-0.10 | ||
| 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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $349.6M |
| 总资产 | $420.7M | $1.1B |
| 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AMPLPL
| Q4 25 | $192.0M | $443.3M | ||
| Q3 25 | $189.2M | $181.1M | ||
| Q2 25 | $208.1M | $133.5M | ||
| Q1 25 | $209.0M | $118.0M | ||
| Q4 24 | $241.1M | $139.0M | ||
| Q3 24 | $319.9M | $148.3M | ||
| Q2 24 | $318.3M | $107.4M | ||
| Q1 24 | $316.1M | $83.9M |
股东权益AMPLPL
| Q4 25 | $245.3M | $349.6M | ||
| Q3 25 | $262.2M | $435.7M | ||
| Q2 25 | $279.5M | $444.8M | ||
| Q1 25 | $289.5M | $441.3M | ||
| Q4 24 | $296.6M | $464.6M | ||
| Q3 24 | $290.0M | $473.2M | ||
| Q2 24 | $287.3M | $500.3M | ||
| Q1 24 | $289.2M | $518.0M |
总资产AMPLPL
| Q4 25 | $420.7M | $1.1B | ||
| Q3 25 | $438.1M | $696.4M | ||
| Q2 25 | $456.6M | $658.4M | ||
| Q1 25 | $445.8M | $633.8M | ||
| Q4 24 | $445.9M | $630.8M | ||
| Q3 24 | $445.6M | $658.4M | ||
| Q2 24 | $445.4M | $674.6M | ||
| Q1 24 | $437.9M | $702.0M |
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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $1.9M |
| 自由现金流率自由现金流/营收 | 13.8% | 2.3% |
| 资本支出强度资本支出/营收 | 0.2% | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
经营现金流AMPLPL
| Q4 25 | $12.8M | $28.6M | ||
| Q3 25 | $5.0M | $67.8M | ||
| Q2 25 | $20.1M | $17.3M | ||
| Q1 25 | $-8.0M | $-6.3M | ||
| Q4 24 | $3.2M | $4.1M | ||
| Q3 24 | $6.2M | $-7.9M | ||
| Q2 24 | $9.2M | $-4.3M | ||
| Q1 24 | $-48.0K | $-6.8M |
自由现金流AMPLPL
| Q4 25 | $12.7M | $1.9M | ||
| Q3 25 | $4.5M | $47.5M | ||
| Q2 25 | $19.5M | $9.2M | ||
| Q1 25 | $-8.5M | $-17.9M | ||
| Q4 24 | $2.4M | $-3.6M | ||
| Q3 24 | $6.2M | $-23.0M | ||
| Q2 24 | $8.6M | $-14.2M | ||
| Q1 24 | $-405.0K | $-15.7M |
自由现金流率AMPLPL
| Q4 25 | 13.8% | 2.3% | ||
| Q3 25 | 5.1% | 64.7% | ||
| Q2 25 | 23.4% | 13.9% | ||
| Q1 25 | -10.6% | -29.1% | ||
| Q4 24 | 3.1% | -5.8% | ||
| Q3 24 | 8.2% | -37.6% | ||
| Q2 24 | 11.8% | -23.6% | ||
| Q1 24 | -0.6% | -26.7% |
资本支出强度AMPLPL
| Q4 25 | 0.2% | 32.9% | ||
| Q3 25 | 0.5% | 27.6% | ||
| Q2 25 | 0.6% | 12.3% | ||
| Q1 25 | 0.5% | 18.9% | ||
| Q4 24 | 1.0% | 12.5% | ||
| Q3 24 | 0.0% | 24.8% | ||
| Q2 24 | 0.8% | 16.4% | ||
| Q1 24 | 0.5% | 15.1% |
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% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
