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Amplitude, Inc.（AMPL）与RE/MAX Holdings, Inc.（RMAX）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RE/MAX Holdings, Inc.的1.3倍（$91.4M vs $71.1M），RE/MAX Holdings, Inc.净利率更高（2.0% vs -19.3%，领先21.3%），Amplitude, Inc.同比增速更快（17.0% vs -1.8%），RE/MAX Holdings, Inc.自由现金流更多（$33.5M vs $12.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -4.7%）
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。
RE/MAX是全球知名的房地产特许经营机构，业务遍布全球一百多个国家和地区，旗下拥有数千家门店，总计超过十万名房产经纪人，在国际房产中介领域拥有极高的品牌知名度与市场影响力。
AMPL vs RMAX — 直观对比
营收规模更大
AMPL
是对方的1.3倍
$71.1M
营收增速更快
AMPL
高出18.9%
-1.8%
净利率更高
RMAX
高出21.3%
-19.3%
自由现金流更多
RMAX
多$20.9M
$12.7M
两年增速更快
AMPL
近两年复合增速
-4.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $71.1M |
| 净利润 | $-17.7M | $1.4M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | 13.1% |
| 净利率 | -19.3% | 2.0% |
| 营收同比 | 17.0% | -1.8% |
| 净利润同比 | 45.8% | -75.2% |
| 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AMPLRMAX
| Q4 25 | $91.4M | $71.1M | ||
| Q3 25 | $88.6M | $73.2M | ||
| Q2 25 | $83.3M | $72.8M | ||
| Q1 25 | $80.0M | $74.5M | ||
| Q4 24 | $78.1M | $72.5M | ||
| Q3 24 | $75.2M | $78.5M | ||
| Q2 24 | $73.3M | $78.5M | ||
| Q1 24 | $72.6M | $78.3M |
净利润AMPLRMAX
| Q4 25 | $-17.7M | $1.4M | ||
| Q3 25 | $-24.0M | $4.0M | ||
| Q2 25 | $-24.7M | $4.7M | ||
| Q1 25 | $-22.2M | $-2.0M | ||
| Q4 24 | $-32.6M | $5.8M | ||
| Q3 24 | $-16.9M | $966.0K | ||
| Q2 24 | $-23.4M | $3.7M | ||
| Q1 24 | $-21.5M | $-3.4M |
毛利率AMPLRMAX
| 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AMPLRMAX
| Q4 25 | -18.3% | 13.1% | ||
| Q3 25 | -26.0% | 25.0% | ||
| Q2 25 | -29.0% | 19.3% | ||
| Q1 25 | -26.8% | 7.2% | ||
| Q4 24 | -41.2% | 5.9% | ||
| Q3 24 | -21.4% | 19.4% | ||
| Q2 24 | -31.7% | 20.6% | ||
| Q1 24 | -29.0% | 5.8% |
净利率AMPLRMAX
| Q4 25 | -19.3% | 2.0% | ||
| Q3 25 | -27.1% | 5.4% | ||
| Q2 25 | -29.6% | 6.4% | ||
| Q1 25 | -27.8% | -2.6% | ||
| Q4 24 | -41.7% | 8.0% | ||
| Q3 24 | -22.4% | 1.2% | ||
| Q2 24 | -31.9% | 4.7% | ||
| Q1 24 | -29.5% | -4.3% |
每股收益（稀释后）AMPLRMAX
| 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 | $118.7M |
| 总债务越低越好 | — | $432.2M |
| 股东权益账面价值 | $245.3M | $452.4M |
| 总资产 | $420.7M | $582.5M |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资AMPLRMAX
| Q4 25 | $192.0M | $118.7M | ||
| Q3 25 | $189.2M | $107.5M | ||
| Q2 25 | $208.1M | $94.3M | ||
| Q1 25 | $209.0M | $89.1M | ||
| Q4 24 | $241.1M | $96.6M | ||
| Q3 24 | $319.9M | $83.8M | ||
| Q2 24 | $318.3M | $66.1M | ||
| Q1 24 | $316.1M | $82.1M |
总债务AMPLRMAX
| Q4 25 | — | $432.2M | ||
| Q3 25 | — | $433.3M | ||
| Q2 25 | — | $434.4M | ||
| Q1 25 | — | $435.3M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $437.2M | ||
| Q2 24 | — | $438.1M | ||
| Q1 24 | — | $439.0M |
股东权益AMPLRMAX
| Q4 25 | $245.3M | $452.4M | ||
| Q3 25 | $262.2M | $448.1M | ||
| Q2 25 | $279.5M | $442.4M | ||
| Q1 25 | $289.5M | $433.5M | ||
| Q4 24 | $296.6M | $429.5M | ||
| Q3 24 | $290.0M | $423.1M | ||
| Q2 24 | $287.3M | $418.4M | ||
| Q1 24 | $289.2M | $412.0M |
总资产AMPLRMAX
| Q4 25 | $420.7M | $582.5M | ||
| Q3 25 | $438.1M | $582.2M | ||
| Q2 25 | $456.6M | $574.8M | ||
| Q1 25 | $445.8M | $571.4M | ||
| Q4 24 | $445.9M | $581.6M | ||
| Q3 24 | $445.6M | $578.6M | ||
| Q2 24 | $445.4M | $571.4M | ||
| Q1 24 | $437.9M | $566.7M |
负债/权益比AMPLRMAX
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.00× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.05× | ||
| Q1 24 | — | 1.07× |
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 | $40.9M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $33.5M |
| 自由现金流率自由现金流/营收 | 13.8% | 47.1% |
| 资本支出强度资本支出/营收 | 0.2% | 10.4% |
| 现金转化率经营现金流/净利润 | — | 28.39× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $56.8M |
8季度趋势，按日历期对齐
经营现金流AMPLRMAX
| Q4 25 | $12.8M | $40.9M | ||
| Q3 25 | $5.0M | $17.7M | ||
| Q2 25 | $20.1M | $4.6M | ||
| Q1 25 | $-8.0M | $5.7M | ||
| Q4 24 | $3.2M | $59.7M | ||
| Q3 24 | $6.2M | $17.6M | ||
| Q2 24 | $9.2M | $15.9M | ||
| Q1 24 | $-48.0K | $9.4M |
自由现金流AMPLRMAX
| Q4 25 | $12.7M | $33.5M | ||
| Q3 25 | $4.5M | $16.4M | ||
| Q2 25 | $19.5M | $2.9M | ||
| Q1 25 | $-8.5M | $4.0M | ||
| Q4 24 | $2.4M | $53.0M | ||
| Q3 24 | $6.2M | $16.3M | ||
| Q2 24 | $8.6M | $14.0M | ||
| Q1 24 | $-405.0K | $6.8M |
自由现金流率AMPLRMAX
| Q4 25 | 13.8% | 47.1% | ||
| Q3 25 | 5.1% | 22.4% | ||
| Q2 25 | 23.4% | 4.0% | ||
| Q1 25 | -10.6% | 5.3% | ||
| Q4 24 | 3.1% | 73.2% | ||
| Q3 24 | 8.2% | 20.8% | ||
| Q2 24 | 11.8% | 17.8% | ||
| Q1 24 | -0.6% | 8.6% |
资本支出强度AMPLRMAX
| Q4 25 | 0.2% | 10.4% | ||
| Q3 25 | 0.5% | 1.8% | ||
| Q2 25 | 0.6% | 2.2% | ||
| Q1 25 | 0.5% | 2.3% | ||
| Q4 24 | 1.0% | 9.1% | ||
| Q3 24 | 0.0% | 1.7% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.5% | 3.3% |
现金转化率AMPLRMAX
| Q4 25 | — | 28.39× | ||
| Q3 25 | — | 4.45× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 10.28× | ||
| Q3 24 | — | 18.22× | ||
| Q2 24 | — | 4.29× | ||
| Q1 24 | — | — |
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% |
RMAX
| Franchising Segment | $50.1M | 70% |
| Broker Fees | $13.9M | 20% |
| Annual Dues | $7.4M | 10% |
