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Amplitude, Inc.（AMPL）与RICHARDSON ELECTRONICS, LTD.（RELL）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RICHARDSON ELECTRONICS, LTD.的1.7倍（$91.4M vs $52.3M），RICHARDSON ELECTRONICS, LTD.净利率更高（-0.2% vs -19.3%，领先19.1%），Amplitude, Inc.同比增速更快（17.0% vs 5.7%），Amplitude, Inc.自由现金流更多（$12.7M vs $-1.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -0.3%）
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。
詹姆斯·理查森集团（又名JR集团）是澳大利亚私有综合企业，业务涵盖家具、酒店、房地产及零售领域，总部位于墨尔本阿伯茨福德区，全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店，在以色列是家喻户晓的企业。
AMPL vs RELL — 直观对比
营收规模更大
AMPL
是对方的1.7倍
$52.3M
营收增速更快
AMPL
高出11.4%
5.7%
净利率更高
RELL
高出19.1%
-19.3%
自由现金流更多
AMPL
多$14.4M
$-1.7M
两年增速更快
AMPL
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $52.3M |
| 净利润 | $-17.7M | $-121.0K |
| 毛利率 | 74.6% | 30.7% |
| 营业利润率 | -18.3% | 0.3% |
| 净利率 | -19.3% | -0.2% |
| 营收同比 | 17.0% | 5.7% |
| 净利润同比 | 45.8% | 83.9% |
| 每股收益（稀释后） | $-0.13 | — |
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AMPLRELL
| Q4 25 | $91.4M | $52.3M | ||
| Q3 25 | $88.6M | $54.6M | ||
| Q2 25 | $83.3M | — | ||
| Q1 25 | $80.0M | $53.8M | ||
| Q4 24 | $78.1M | $49.5M | ||
| Q3 24 | $75.2M | $53.7M | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $72.6M | $52.4M |
净利润AMPLRELL
| Q4 25 | $-17.7M | $-121.0K | ||
| Q3 25 | $-24.0M | $1.9M | ||
| Q2 25 | $-24.7M | — | ||
| Q1 25 | $-22.2M | $-2.1M | ||
| Q4 24 | $-32.6M | $-751.0K | ||
| Q3 24 | $-16.9M | $590.0K | ||
| Q2 24 | $-23.4M | — | ||
| Q1 24 | $-21.5M | $750.0K |
毛利率AMPLRELL
| Q4 25 | 74.6% | 30.7% | ||
| Q3 25 | 73.9% | 31.0% | ||
| Q2 25 | 72.6% | — | ||
| Q1 25 | 74.7% | 31.0% | ||
| Q4 24 | 74.7% | 31.0% | ||
| Q3 24 | 75.1% | 30.6% | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | 29.5% |
营业利润率AMPLRELL
| Q4 25 | -18.3% | 0.3% | ||
| Q3 25 | -26.0% | 1.8% | ||
| Q2 25 | -29.0% | — | ||
| Q1 25 | -26.8% | -5.1% | ||
| Q4 24 | -41.2% | -1.3% | ||
| Q3 24 | -21.4% | 0.6% | ||
| Q2 24 | -31.7% | — | ||
| Q1 24 | -29.0% | 1.9% |
净利率AMPLRELL
| Q4 25 | -19.3% | -0.2% | ||
| Q3 25 | -27.1% | 3.5% | ||
| Q2 25 | -29.6% | — | ||
| Q1 25 | -27.8% | -3.8% | ||
| Q4 24 | -41.7% | -1.5% | ||
| Q3 24 | -22.4% | 1.1% | ||
| Q2 24 | -31.9% | — | ||
| Q1 24 | -29.5% | 1.4% |
每股收益（稀释后）AMPLRELL
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.18 | — | ||
| Q2 25 | $-0.19 | — | ||
| Q1 25 | $-0.17 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.19 | — | ||
| Q1 24 | $-0.18 | — |
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 | $33.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $158.5M |
| 总资产 | $420.7M | $201.8M |
| 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AMPLRELL
| Q4 25 | $192.0M | $33.1M | ||
| Q3 25 | $189.2M | $35.7M | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | $36.7M | ||
| Q4 24 | $241.1M | $26.6M | ||
| Q3 24 | $319.9M | $23.0M | ||
| Q2 24 | $318.3M | — | ||
| Q1 24 | $316.1M | $18.9M |
股东权益AMPLRELL
| Q4 25 | $245.3M | $158.5M | ||
| Q3 25 | $262.2M | $159.4M | ||
| Q2 25 | $279.5M | — | ||
| Q1 25 | $289.5M | $152.9M | ||
| Q4 24 | $296.6M | $156.2M | ||
| Q3 24 | $290.0M | $159.1M | ||
| Q2 24 | $287.3M | — | ||
| Q1 24 | $289.2M | $158.6M |
总资产AMPLRELL
| Q4 25 | $420.7M | $201.8M | ||
| Q3 25 | $438.1M | $200.1M | ||
| Q2 25 | $456.6M | — | ||
| Q1 25 | $445.8M | $189.8M | ||
| Q4 24 | $445.9M | $195.2M | ||
| Q3 24 | $445.6M | $197.9M | ||
| Q2 24 | $445.4M | — | ||
| Q1 24 | $437.9M | $193.6M |
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 | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-1.7M |
| 自由现金流率自由现金流/营收 | 13.8% | -3.3% |
| 资本支出强度资本支出/营收 | 0.2% | 3.1% |
| 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 | $7.6M |
8季度趋势，按日历期对齐
经营现金流AMPLRELL
| Q4 25 | $12.8M | $-99.0K | ||
| Q3 25 | $5.0M | $1.4M | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | $-8.0M | $4.6M | ||
| Q4 24 | $3.2M | $5.5M | ||
| Q3 24 | $6.2M | $412.0K | ||
| Q2 24 | $9.2M | — | ||
| Q1 24 | $-48.0K | $-2.5M |
自由现金流AMPLRELL
| Q4 25 | $12.7M | $-1.7M | ||
| Q3 25 | $4.5M | $342.0K | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | $4.1M | ||
| Q4 24 | $2.4M | $4.9M | ||
| Q3 24 | $6.2M | $-514.0K | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | $-2.9M |
自由现金流率AMPLRELL
| Q4 25 | 13.8% | -3.3% | ||
| Q3 25 | 5.1% | 0.6% | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | 7.5% | ||
| Q4 24 | 3.1% | 10.0% | ||
| Q3 24 | 8.2% | -1.0% | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | -5.6% |
资本支出强度AMPLRELL
| Q4 25 | 0.2% | 3.1% | ||
| Q3 25 | 0.5% | 1.9% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 1.0% | 1.0% | ||
| Q3 24 | 0.0% | 1.7% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | 0.8% |
现金转化率AMPLRELL
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.37× |
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% |
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |
