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Amplitude, Inc.（AMPL）与SHENANDOAH TELECOMMUNICATIONS CO（SHEN）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SHENANDOAH TELECOMMUNICATIONS CO的1.0倍（$93.5M vs $91.6M），Amplitude, Inc.同比增速更快（17.0% vs 7.2%），Amplitude, Inc.自由现金流更多（$-13.2M vs $-78.6M），过去两年SHENANDOAH TELECOMMUNICATIONS CO的营收复合增速更高（15.0% vs 12.9%）
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。
谢南多厄电信是总部位于美国弗吉尼亚州的区域性电信服务商，面向美国中大西洋地区多州的居民及商业客户提供宽带互联网、无线通信、数字有线电视及光纤网络解决方案，重点服务乡村及城郊欠发达区域。
AMPL vs SHEN — 直观对比
营收规模更大
AMPL
是对方的1.0倍
$91.6M
营收增速更快
AMPL
高出9.8%
7.2%
自由现金流更多
AMPL
多$65.4M
$-78.6M
两年增速更快
SHEN
近两年复合增速
12.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $91.6M |
| 净利润 | — | $-5.4M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | -1.0% |
| 净利率 | — | -5.9% |
| 营收同比 | 17.0% | 7.2% |
| 净利润同比 | — | -95.8% |
| 每股收益（稀释后） | $-0.17 | $-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AMPLSHEN
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $91.6M | ||
| Q3 25 | $88.6M | $89.8M | ||
| Q2 25 | $83.3M | $88.6M | ||
| Q1 25 | $80.0M | $87.9M | ||
| Q4 24 | $78.1M | $85.4M | ||
| Q3 24 | $75.2M | $87.6M | ||
| Q2 24 | $73.3M | $85.8M |
净利润AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $-5.4M | ||
| Q3 25 | $-24.0M | $-9.4M | ||
| Q2 25 | $-24.7M | $-9.0M | ||
| Q1 25 | $-22.2M | $-9.1M | ||
| Q4 24 | $-32.6M | $-2.7M | ||
| Q3 24 | $-16.9M | $-5.3M | ||
| Q2 24 | $-23.4M | $-12.9M |
毛利率AMPLSHEN
| Q1 26 | 73.0% | — | ||
| 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% | — |
营业利润率AMPLSHEN
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | -1.0% | ||
| Q3 25 | -26.0% | -8.0% | ||
| Q2 25 | -29.0% | -10.3% | ||
| Q1 25 | -26.8% | -6.9% | ||
| Q4 24 | -41.2% | -6.7% | ||
| Q3 24 | -21.4% | -4.8% | ||
| Q2 24 | -31.7% | -18.5% |
净利率AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | -5.9% | ||
| Q3 25 | -27.1% | -10.5% | ||
| Q2 25 | -29.6% | -10.2% | ||
| Q1 25 | -27.8% | -10.4% | ||
| Q4 24 | -41.7% | -3.2% | ||
| Q3 24 | -22.4% | -6.0% | ||
| Q2 24 | -31.9% | -15.0% |
每股收益（稀释后）AMPLSHEN
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $-0.13 | ||
| Q3 25 | $-0.18 | $-0.20 | ||
| Q2 25 | $-0.19 | $-0.19 | ||
| Q1 25 | $-0.17 | $-0.19 | ||
| Q4 24 | $-0.25 | $-0.34 | ||
| Q3 24 | $-0.14 | $-0.13 | ||
| Q2 24 | $-0.19 | $-0.24 |
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 | $86.6M | $27.3M |
| 总债务越低越好 | — | $642.4M |
| 股东权益账面价值 | — | $880.8M |
| 总资产 | $401.7M | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资AMPLSHEN
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $27.3M | ||
| Q3 25 | $189.2M | $22.6M | ||
| Q2 25 | $208.1M | $29.1M | ||
| Q1 25 | $209.0M | $87.5M | ||
| Q4 24 | $241.1M | $46.3M | ||
| Q3 24 | $319.9M | $43.1M | ||
| Q2 24 | $318.3M | $43.8M |
总债务AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M |
股东权益AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $880.8M | ||
| Q3 25 | $262.2M | $892.7M | ||
| Q2 25 | $279.5M | $902.0M | ||
| Q1 25 | $289.5M | $910.5M | ||
| Q4 24 | $296.6M | $918.6M | ||
| Q3 24 | $290.0M | $925.4M | ||
| Q2 24 | $287.3M | $933.1M |
总资产AMPLSHEN
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $1.9B | ||
| Q3 25 | $438.1M | $1.9B | ||
| Q2 25 | $456.6M | $1.8B | ||
| Q1 25 | $445.8M | $1.8B | ||
| Q4 24 | $445.9M | $1.7B | ||
| Q3 24 | $445.6M | $1.7B | ||
| Q2 24 | $445.4M | $1.7B |
负债/权益比AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× |
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 | $-11.6M | $28.8M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $-78.6M |
| 自由现金流率自由现金流/营收 | -14.1% | -85.8% |
| 资本支出强度资本支出/营收 | — | 117.2% |
| 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 | $23.5M | $-257.9M |
8季度趋势，按日历期对齐
经营现金流AMPLSHEN
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $28.8M | ||
| Q3 25 | $5.0M | $30.7M | ||
| Q2 25 | $20.1M | $20.9M | ||
| Q1 25 | $-8.0M | $20.5M | ||
| Q4 24 | $3.2M | $20.6M | ||
| Q3 24 | $6.2M | $24.3M | ||
| Q2 24 | $9.2M | $2.5M |
自由现金流AMPLSHEN
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-78.6M | ||
| Q3 25 | $4.5M | $-51.4M | ||
| Q2 25 | $19.5M | $-65.3M | ||
| Q1 25 | $-8.5M | $-62.7M | ||
| Q4 24 | $2.4M | $-72.0M | ||
| Q3 24 | $6.2M | $-51.3M | ||
| Q2 24 | $8.6M | $-78.3M |
自由现金流率AMPLSHEN
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -85.8% | ||
| Q3 25 | 5.1% | -57.2% | ||
| Q2 25 | 23.4% | -73.7% | ||
| Q1 25 | -10.6% | -71.3% | ||
| Q4 24 | 3.1% | -84.3% | ||
| Q3 24 | 8.2% | -58.5% | ||
| Q2 24 | 11.8% | -91.3% |
资本支出强度AMPLSHEN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 117.2% | ||
| Q3 25 | 0.5% | 91.4% | ||
| Q2 25 | 0.6% | 97.3% | ||
| Q1 25 | 0.5% | 94.7% | ||
| Q4 24 | 1.0% | 108.4% | ||
| Q3 24 | 0.0% | 86.2% | ||
| Q2 24 | 0.8% | 94.2% |
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
暂无分部数据
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
