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Amplitude, Inc.（AMPL）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是Amplitude, Inc.的1.5倍（$137.5M vs $91.4M），STRATTEC SECURITY CORP净利率更高（3.6% vs -19.3%，领先22.9%），Amplitude, Inc.同比增速更快（17.0% vs 5.9%），Amplitude, Inc.自由现金流更多（$12.7M vs $11.3M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
AMPL vs STRT — 直观对比
营收规模更大
STRT
是对方的1.5倍
$91.4M
营收增速更快
AMPL
高出11.2%
5.9%
净利率更高
STRT
高出22.9%
-19.3%
自由现金流更多
AMPL
多$1.4M
$11.3M
两年增速更快
AMPL
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $137.5M |
| 净利润 | $-17.7M | $4.9M |
| 毛利率 | 74.6% | 16.5% |
| 营业利润率 | -18.3% | 3.5% |
| 净利率 | -19.3% | 3.6% |
| 营收同比 | 17.0% | 5.9% |
| 净利润同比 | 45.8% | 275.1% |
| 每股收益（稀释后） | $-0.13 | $1.20 |
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AMPLSTRT
| Q4 25 | $91.4M | $137.5M | ||
| Q3 25 | $88.6M | $152.4M | ||
| Q2 25 | $83.3M | $152.0M | ||
| Q1 25 | $80.0M | $144.1M | ||
| Q4 24 | $78.1M | $129.9M | ||
| Q3 24 | $75.2M | $139.1M | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $72.6M | $140.8M |
净利润AMPLSTRT
| Q4 25 | $-17.7M | $4.9M | ||
| Q3 25 | $-24.0M | $8.5M | ||
| Q2 25 | $-24.7M | $8.3M | ||
| Q1 25 | $-22.2M | $5.4M | ||
| Q4 24 | $-32.6M | $1.3M | ||
| Q3 24 | $-16.9M | $3.7M | ||
| Q2 24 | $-23.4M | — | ||
| Q1 24 | $-21.5M | $1.5M |
毛利率AMPLSTRT
| Q4 25 | 74.6% | 16.5% | ||
| Q3 25 | 73.9% | 17.3% | ||
| Q2 25 | 72.6% | 16.7% | ||
| Q1 25 | 74.7% | 16.0% | ||
| Q4 24 | 74.7% | 13.2% | ||
| Q3 24 | 75.1% | 13.6% | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | 10.4% |
营业利润率AMPLSTRT
| Q4 25 | -18.3% | 3.5% | ||
| Q3 25 | -26.0% | 6.9% | ||
| Q2 25 | -29.0% | 5.6% | ||
| Q1 25 | -26.8% | 4.9% | ||
| Q4 24 | -41.2% | 1.6% | ||
| Q3 24 | -21.4% | 3.6% | ||
| Q2 24 | -31.7% | — | ||
| Q1 24 | -29.0% | 1.4% |
净利率AMPLSTRT
| Q4 25 | -19.3% | 3.6% | ||
| Q3 25 | -27.1% | 5.6% | ||
| Q2 25 | -29.6% | 5.4% | ||
| Q1 25 | -27.8% | 3.7% | ||
| Q4 24 | -41.7% | 1.0% | ||
| Q3 24 | -22.4% | 2.7% | ||
| Q2 24 | -31.9% | — | ||
| Q1 24 | -29.5% | 1.1% |
每股收益（稀释后）AMPLSTRT
| Q4 25 | $-0.13 | $1.20 | ||
| Q3 25 | $-0.18 | $2.07 | ||
| Q2 25 | $-0.19 | $2.02 | ||
| Q1 25 | $-0.17 | $1.32 | ||
| Q4 24 | $-0.25 | $0.32 | ||
| Q3 24 | $-0.14 | $0.92 | ||
| Q2 24 | $-0.19 | — | ||
| Q1 24 | $-0.18 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $236.8M |
| 总资产 | $420.7M | $392.2M |
| 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AMPLSTRT
| Q4 25 | $192.0M | $99.0M | ||
| Q3 25 | $189.2M | $90.5M | ||
| Q2 25 | $208.1M | $84.6M | ||
| Q1 25 | $209.0M | $62.1M | ||
| Q4 24 | $241.1M | $42.6M | ||
| Q3 24 | $319.9M | $34.4M | ||
| Q2 24 | $318.3M | — | ||
| Q1 24 | $316.1M | $9.6M |
股东权益AMPLSTRT
| Q4 25 | $245.3M | $236.8M | ||
| Q3 25 | $262.2M | $230.5M | ||
| Q2 25 | $279.5M | $221.6M | ||
| Q1 25 | $289.5M | $210.7M | ||
| Q4 24 | $296.6M | $204.5M | ||
| Q3 24 | $290.0M | $203.0M | ||
| Q2 24 | $287.3M | — | ||
| Q1 24 | $289.2M | $193.8M |
总资产AMPLSTRT
| Q4 25 | $420.7M | $392.2M | ||
| Q3 25 | $438.1M | $390.1M | ||
| Q2 25 | $456.6M | $391.5M | ||
| Q1 25 | $445.8M | $387.4M | ||
| Q4 24 | $445.9M | $355.9M | ||
| Q3 24 | $445.6M | $366.9M | ||
| Q2 24 | $445.4M | — | ||
| Q1 24 | $437.9M | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $11.3M |
| 自由现金流率自由现金流/营收 | 13.8% | 8.2% |
| 资本支出强度资本支出/营收 | 0.2% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $67.8M |
8季度趋势，按日历期对齐
经营现金流AMPLSTRT
| Q4 25 | $12.8M | $13.9M | ||
| Q3 25 | $5.0M | $11.3M | ||
| Q2 25 | $20.1M | $30.2M | ||
| Q1 25 | $-8.0M | $20.7M | ||
| Q4 24 | $3.2M | $9.4M | ||
| Q3 24 | $6.2M | $11.3M | ||
| Q2 24 | $9.2M | — | ||
| Q1 24 | $-48.0K | $-309.0K |
自由现金流AMPLSTRT
| Q4 25 | $12.7M | $11.3M | ||
| Q3 25 | $4.5M | $9.8M | ||
| Q2 25 | $19.5M | $27.2M | ||
| Q1 25 | $-8.5M | $19.6M | ||
| Q4 24 | $2.4M | $8.5M | ||
| Q3 24 | $6.2M | $9.3M | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | $-2.0M |
自由现金流率AMPLSTRT
| Q4 25 | 13.8% | 8.2% | ||
| Q3 25 | 5.1% | 6.4% | ||
| Q2 25 | 23.4% | 17.9% | ||
| Q1 25 | -10.6% | 13.6% | ||
| Q4 24 | 3.1% | 6.6% | ||
| Q3 24 | 8.2% | 6.7% | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | -1.4% |
资本支出强度AMPLSTRT
| Q4 25 | 0.2% | 1.9% | ||
| Q3 25 | 0.5% | 1.0% | ||
| Q2 25 | 0.6% | 2.0% | ||
| Q1 25 | 0.5% | 0.8% | ||
| Q4 24 | 1.0% | 0.7% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | 1.2% |
现金转化率AMPLSTRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
