vs
Amplitude, Inc.（AMPL）与SunPower Inc.（SPWR）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SunPower Inc.的1.1倍（$91.4M vs $79.7M），SunPower Inc.净利率更高（-17.8% vs -19.3%，领先1.6%），Amplitude, Inc.同比增速更快（17.0% vs -10.1%），过去两年SunPower Inc.的营收复合增速更高（118.7% 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。
SunPower是一家美国光伏太阳能发电系统与储能电池产品供应商，主要服务住宅客户。公司由斯坦福大学电气工程教授理查德·斯旺森于1985年创立，总部位于加利福尼亚州圣何塞。赛普拉斯半导体2002年收购该公司多数股权后推动其快速发展，SunPower最终于2005年完成上市，目前是全球光伏领域知名企业。
AMPL vs SPWR — 直观对比
营收规模更大
AMPL
是对方的1.1倍
$79.7M
营收增速更快
AMPL
高出27.1%
-10.1%
净利率更高
SPWR
高出1.6%
-19.3%
两年增速更快
SPWR
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $79.7M |
| 净利润 | $-17.7M | $-14.2M |
| 毛利率 | 74.6% | 35.5% |
| 营业利润率 | -18.3% | -27.4% |
| 净利率 | -19.3% | -17.8% |
| 营收同比 | 17.0% | -10.1% |
| 净利润同比 | 45.8% | -130.1% |
| 每股收益（稀释后） | $-0.13 | $-0.05 |
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AMPLSPWR
| Q4 25 | $91.4M | $79.7M | ||
| Q3 25 | $88.6M | $22.0M | ||
| Q2 25 | $83.3M | $67.5M | ||
| Q1 25 | $80.0M | $82.7M | ||
| Q4 24 | $78.1M | $88.7M | ||
| Q3 24 | $75.2M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $72.6M | — |
净利润AMPLSPWR
| Q4 25 | $-17.7M | $-14.2M | ||
| Q3 25 | $-24.0M | $-16.9M | ||
| Q2 25 | $-24.7M | $-22.4M | ||
| Q1 25 | $-22.2M | $8.1M | ||
| Q4 24 | $-32.6M | $47.0M | ||
| Q3 24 | $-16.9M | — | ||
| Q2 24 | $-23.4M | — | ||
| Q1 24 | $-21.5M | — |
毛利率AMPLSPWR
| Q4 25 | 74.6% | 35.5% | ||
| Q3 25 | 73.9% | — | ||
| Q2 25 | 72.6% | 42.6% | ||
| Q1 25 | 74.7% | 48.5% | ||
| Q4 24 | 74.7% | 46.5% | ||
| Q3 24 | 75.1% | — | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLSPWR
| Q4 25 | -18.3% | -27.4% | ||
| Q3 25 | -26.0% | -15.7% | ||
| Q2 25 | -29.0% | -4.0% | ||
| Q1 25 | -26.8% | 1.3% | ||
| Q4 24 | -41.2% | -24.2% | ||
| Q3 24 | -21.4% | — | ||
| Q2 24 | -31.7% | — | ||
| Q1 24 | -29.0% | — |
净利率AMPLSPWR
| Q4 25 | -19.3% | -17.8% | ||
| Q3 25 | -27.1% | -76.9% | ||
| Q2 25 | -29.6% | -33.2% | ||
| Q1 25 | -27.8% | 9.8% | ||
| Q4 24 | -41.7% | 53.0% | ||
| Q3 24 | -22.4% | — | ||
| Q2 24 | -31.9% | — | ||
| Q1 24 | -29.5% | — |
每股收益（稀释后）AMPLSPWR
| Q4 25 | $-0.13 | $-0.05 | ||
| Q3 25 | $-0.18 | $-0.19 | ||
| Q2 25 | $-0.19 | $-0.28 | ||
| Q1 25 | $-0.17 | $0.00 | ||
| Q4 24 | $-0.25 | $0.27 | ||
| 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 | $9.6M |
| 总债务越低越好 | — | $164.8M |
| 股东权益账面价值 | $245.3M | $-90.1M |
| 总资产 | $420.7M | $241.2M |
| 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AMPLSPWR
| Q4 25 | $192.0M | $9.6M | ||
| Q3 25 | $189.2M | $5.1M | ||
| Q2 25 | $208.1M | $11.1M | ||
| Q1 25 | $209.0M | $10.6M | ||
| Q4 24 | $241.1M | $13.4M | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — | ||
| Q1 24 | $316.1M | — |
总债务AMPLSPWR
| Q4 25 | — | $164.8M | ||
| Q3 25 | — | $204.3M | ||
| Q2 25 | — | $152.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMPLSPWR
| Q4 25 | $245.3M | $-90.1M | ||
| Q3 25 | $262.2M | $-112.3M | ||
| Q2 25 | $279.5M | $-107.2M | ||
| Q1 25 | $289.5M | $-89.0M | ||
| Q4 24 | $296.6M | $-97.5M | ||
| Q3 24 | $290.0M | — | ||
| Q2 24 | $287.3M | — | ||
| Q1 24 | $289.2M | — |
总资产AMPLSPWR
| Q4 25 | $420.7M | $241.2M | ||
| Q3 25 | $438.1M | $208.3M | ||
| Q2 25 | $456.6M | $163.1M | ||
| Q1 25 | $445.8M | $147.8M | ||
| Q4 24 | $445.9M | $144.5M | ||
| Q3 24 | $445.6M | — | ||
| Q2 24 | $445.4M | — | ||
| Q1 24 | $437.9M | — |
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 | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPLSPWR
| Q4 25 | $12.8M | $-1.9M | ||
| Q3 25 | $5.0M | $-6.4M | ||
| Q2 25 | $20.1M | $-4.4M | ||
| Q1 25 | $-8.0M | $-2.6M | ||
| Q4 24 | $3.2M | $-25.6M | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $9.2M | — | ||
| Q1 24 | $-48.0K | — |
自由现金流AMPLSPWR
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLSPWR
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLSPWR
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
现金转化率AMPLSPWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | -0.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
SPWR
| Residential Solar Installation | $46.9M | 59% |
| New Homes Business | $22.7M | 29% |
| Other | $10.1M | 13% |
