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Amplitude, Inc.（AMPL）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
Rocket Lab Corp的季度营收约是Amplitude, Inc.的2.0倍（$179.7M vs $91.4M），Amplitude, Inc.净利率更高（-19.3% vs -29.5%，领先10.1%），Rocket Lab Corp同比增速更快（35.7% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
AMPL vs RKLB — 直观对比
营收规模更大
RKLB
是对方的2.0倍
$91.4M
营收增速更快
RKLB
高出18.7%
17.0%
净利率更高
AMPL
高出10.1%
-29.5%
自由现金流更多
AMPL
多$126.8M
$-114.2M
两年增速更快
RKLB
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $179.7M |
| 净利润 | $-17.7M | $-52.9M |
| 毛利率 | 74.6% | 38.0% |
| 营业利润率 | -18.3% | -28.4% |
| 净利率 | -19.3% | -29.5% |
| 营收同比 | 17.0% | 35.7% |
| 净利润同比 | 45.8% | -1.1% |
| 每股收益（稀释后） | $-0.13 | $-0.09 |
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AMPLRKLB
| Q4 25 | $91.4M | $179.7M | ||
| Q3 25 | $88.6M | $155.1M | ||
| Q2 25 | $83.3M | $144.5M | ||
| Q1 25 | $80.0M | $122.6M | ||
| Q4 24 | $78.1M | $132.4M | ||
| Q3 24 | $75.2M | $104.8M | ||
| Q2 24 | $73.3M | $106.3M | ||
| Q1 24 | $72.6M | $92.8M |
净利润AMPLRKLB
| Q4 25 | $-17.7M | $-52.9M | ||
| Q3 25 | $-24.0M | $-18.3M | ||
| Q2 25 | $-24.7M | $-66.4M | ||
| Q1 25 | $-22.2M | $-60.6M | ||
| Q4 24 | $-32.6M | $-52.3M | ||
| Q3 24 | $-16.9M | $-51.9M | ||
| Q2 24 | $-23.4M | $-41.6M | ||
| Q1 24 | $-21.5M | $-44.3M |
毛利率AMPLRKLB
| Q4 25 | 74.6% | 38.0% | ||
| Q3 25 | 73.9% | 37.0% | ||
| Q2 25 | 72.6% | 32.1% | ||
| Q1 25 | 74.7% | 28.8% | ||
| Q4 24 | 74.7% | 27.8% | ||
| Q3 24 | 75.1% | 26.7% | ||
| Q2 24 | 73.4% | 25.6% | ||
| Q1 24 | 74.0% | 26.1% |
营业利润率AMPLRKLB
| Q4 25 | -18.3% | -28.4% | ||
| Q3 25 | -26.0% | -38.0% | ||
| Q2 25 | -29.0% | -41.3% | ||
| Q1 25 | -26.8% | -48.3% | ||
| Q4 24 | -41.2% | -38.9% | ||
| Q3 24 | -21.4% | -49.5% | ||
| Q2 24 | -31.7% | -40.7% | ||
| Q1 24 | -29.0% | -46.4% |
净利率AMPLRKLB
| Q4 25 | -19.3% | -29.5% | ||
| Q3 25 | -27.1% | -11.8% | ||
| Q2 25 | -29.6% | -46.0% | ||
| Q1 25 | -27.8% | -49.5% | ||
| Q4 24 | -41.7% | -39.5% | ||
| Q3 24 | -22.4% | -49.6% | ||
| Q2 24 | -31.9% | -39.2% | ||
| Q1 24 | -29.5% | -47.7% |
每股收益（稀释后）AMPLRKLB
| Q4 25 | $-0.13 | $-0.09 | ||
| Q3 25 | $-0.18 | $-0.03 | ||
| Q2 25 | $-0.19 | $-0.13 | ||
| Q1 25 | $-0.17 | $-0.12 | ||
| Q4 24 | $-0.25 | $-0.11 | ||
| Q3 24 | $-0.14 | $-0.10 | ||
| Q2 24 | $-0.19 | $-0.08 | ||
| Q1 24 | $-0.18 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $245.3M | $1.7B |
| 总资产 | $420.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AMPLRKLB
| Q4 25 | $192.0M | $1.0B | ||
| Q3 25 | $189.2M | $976.7M | ||
| Q2 25 | $208.1M | $688.1M | ||
| Q1 25 | $209.0M | $428.4M | ||
| Q4 24 | $241.1M | $419.0M | ||
| Q3 24 | $319.9M | $442.4M | ||
| Q2 24 | $318.3M | $496.8M | ||
| Q1 24 | $316.1M | $492.5M |
总债务AMPLRKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益AMPLRKLB
| Q4 25 | $245.3M | $1.7B | ||
| Q3 25 | $262.2M | $1.3B | ||
| Q2 25 | $279.5M | $688.5M | ||
| Q1 25 | $289.5M | $431.3M | ||
| Q4 24 | $296.6M | $382.5M | ||
| Q3 24 | $290.0M | $419.8M | ||
| Q2 24 | $287.3M | $455.2M | ||
| Q1 24 | $289.2M | $478.9M |
总资产AMPLRKLB
| Q4 25 | $420.7M | $2.3B | ||
| Q3 25 | $438.1M | $2.2B | ||
| Q2 25 | $456.6M | $1.6B | ||
| Q1 25 | $445.8M | $1.3B | ||
| Q4 24 | $445.9M | $1.2B | ||
| Q3 24 | $445.6M | $1.2B | ||
| Q2 24 | $445.4M | $1.2B | ||
| Q1 24 | $437.9M | $1.2B |
负债/权益比AMPLRKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-114.2M |
| 自由现金流率自由现金流/营收 | 13.8% | -63.6% |
| 资本支出强度资本支出/营收 | 0.2% | 27.6% |
| 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 | $-321.8M |
8季度趋势，按日历期对齐
经营现金流AMPLRKLB
| Q4 25 | $12.8M | $-64.5M | ||
| Q3 25 | $5.0M | $-23.5M | ||
| Q2 25 | $20.1M | $-23.2M | ||
| Q1 25 | $-8.0M | $-54.2M | ||
| Q4 24 | $3.2M | $-2.4M | ||
| Q3 24 | $6.2M | $-30.9M | ||
| Q2 24 | $9.2M | $-13.0M | ||
| Q1 24 | $-48.0K | $-2.6M |
自由现金流AMPLRKLB
| Q4 25 | $12.7M | $-114.2M | ||
| Q3 25 | $4.5M | $-69.4M | ||
| Q2 25 | $19.5M | $-55.3M | ||
| Q1 25 | $-8.5M | $-82.9M | ||
| Q4 24 | $2.4M | $-23.9M | ||
| Q3 24 | $6.2M | $-41.9M | ||
| Q2 24 | $8.6M | $-28.3M | ||
| Q1 24 | $-405.0K | $-21.8M |
自由现金流率AMPLRKLB
| Q4 25 | 13.8% | -63.6% | ||
| Q3 25 | 5.1% | -44.8% | ||
| Q2 25 | 23.4% | -38.3% | ||
| Q1 25 | -10.6% | -67.6% | ||
| Q4 24 | 3.1% | -18.1% | ||
| Q3 24 | 8.2% | -40.0% | ||
| Q2 24 | 11.8% | -26.7% | ||
| Q1 24 | -0.6% | -23.5% |
资本支出强度AMPLRKLB
| Q4 25 | 0.2% | 27.6% | ||
| Q3 25 | 0.5% | 29.6% | ||
| Q2 25 | 0.6% | 22.2% | ||
| Q1 25 | 0.5% | 23.4% | ||
| Q4 24 | 1.0% | 16.3% | ||
| Q3 24 | 0.0% | 10.5% | ||
| Q2 24 | 0.8% | 14.4% | ||
| Q1 24 | 0.5% | 20.7% |
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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
