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Amplitude, Inc.（AMPL）与TFS Financial CORP（TFSL）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TFS Financial CORP的1.1倍（$93.5M vs $83.7M），Amplitude, Inc.同比增速更快（17.0% vs 11.9%），TFS Financial CORP自由现金流更多（$57.1M vs $-13.2M），过去两年Amplitude, Inc.的营收复合增速更高（12.9% vs 4.2%）
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。
TFS金融公司是一家总部位于美国的金融控股企业，主要通过旗下零售银行子公司开展业务，提供住房抵押贷款、储蓄账户及其他消费金融产品，核心客群主要分布于俄亥俄州和佛罗里达州，以个人及家庭客户为服务重心。
AMPL vs TFSL — 直观对比
营收规模更大
AMPL
是对方的1.1倍
$83.7M
营收增速更快
AMPL
高出5.1%
11.9%
自由现金流更多
TFSL
多$70.3M
$-13.2M
两年增速更快
AMPL
近两年复合增速
4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $83.7M |
| 净利润 | — | $22.3M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | 34.0% |
| 净利率 | — | 26.6% |
| 营收同比 | 17.0% | 11.9% |
| 净利润同比 | — | -0.7% |
| 每股收益（稀释后） | $-0.17 | $0.08 |
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AMPLTFSL
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $83.7M | ||
| Q3 25 | $88.6M | $85.5M | ||
| Q2 25 | $83.3M | $82.0M | ||
| Q1 25 | $80.0M | $79.1M | ||
| Q4 24 | $78.1M | $74.8M | ||
| Q3 24 | $75.2M | $75.1M | ||
| Q2 24 | $73.3M | $75.5M |
净利润AMPLTFSL
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $22.3M | ||
| Q3 25 | $-24.0M | $26.0M | ||
| Q2 25 | $-24.7M | $21.5M | ||
| Q1 25 | $-22.2M | $21.0M | ||
| Q4 24 | $-32.6M | $22.4M | ||
| Q3 24 | $-16.9M | $18.2M | ||
| Q2 24 | $-23.4M | $20.0M |
毛利率AMPLTFSL
| 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AMPLTFSL
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 34.0% | ||
| Q3 25 | -26.0% | 37.9% | ||
| Q2 25 | -29.0% | 33.3% | ||
| Q1 25 | -26.8% | 33.5% | ||
| Q4 24 | -41.2% | 37.9% | ||
| Q3 24 | -21.4% | 30.7% | ||
| Q2 24 | -31.7% | 33.4% |
净利率AMPLTFSL
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 26.6% | ||
| Q3 25 | -27.1% | 30.4% | ||
| Q2 25 | -29.6% | 26.2% | ||
| Q1 25 | -27.8% | 26.6% | ||
| Q4 24 | -41.7% | 30.0% | ||
| Q3 24 | -22.4% | 24.2% | ||
| Q2 24 | -31.9% | 26.4% |
每股收益（稀释后）AMPLTFSL
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $0.08 | ||
| Q3 25 | $-0.18 | $0.09 | ||
| Q2 25 | $-0.19 | $0.08 | ||
| Q1 25 | $-0.17 | $0.07 | ||
| Q4 24 | $-0.25 | $0.08 | ||
| Q3 24 | $-0.14 | $0.07 | ||
| Q2 24 | $-0.19 | $0.07 |
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 | $456.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $401.7M | $17.5B |
| 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AMPLTFSL
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $456.7M | ||
| Q3 25 | $189.2M | $429.4M | ||
| Q2 25 | $208.1M | $452.6M | ||
| Q1 25 | $209.0M | $463.6M | ||
| Q4 24 | $241.1M | $465.9M | ||
| Q3 24 | $319.9M | $463.7M | ||
| Q2 24 | $318.3M | $560.4M |
股东权益AMPLTFSL
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $1.9B | ||
| Q3 25 | $262.2M | $1.9B | ||
| Q2 25 | $279.5M | $1.9B | ||
| Q1 25 | $289.5M | $1.9B | ||
| Q4 24 | $296.6M | $1.9B | ||
| Q3 24 | $290.0M | $1.9B | ||
| Q2 24 | $287.3M | $1.9B |
总资产AMPLTFSL
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $17.5B | ||
| Q3 25 | $438.1M | $17.5B | ||
| Q2 25 | $456.6M | $17.4B | ||
| Q1 25 | $445.8M | $17.1B | ||
| Q4 24 | $445.9M | $17.1B | ||
| Q3 24 | $445.6M | $17.1B | ||
| Q2 24 | $445.4M | $17.0B |
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 | $58.7M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $57.1M |
| 自由现金流率自由现金流/营收 | -14.1% | 68.2% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.64× |
| 过去12个月自由现金流最近4个季度 | $23.5M | $167.4M |
8季度趋势，按日历期对齐
经营现金流AMPLTFSL
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $58.7M | ||
| Q3 25 | $5.0M | $82.4M | ||
| Q2 25 | $20.1M | $26.8M | ||
| Q1 25 | $-8.0M | $21.2M | ||
| Q4 24 | $3.2M | $45.5M | ||
| Q3 24 | $6.2M | $88.6M | ||
| Q2 24 | $9.2M | $96.7M |
自由现金流AMPLTFSL
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $57.1M | ||
| Q3 25 | $4.5M | $71.0M | ||
| Q2 25 | $19.5M | $25.0M | ||
| Q1 25 | $-8.5M | $14.3M | ||
| Q4 24 | $2.4M | $44.9M | ||
| Q3 24 | $6.2M | $85.5M | ||
| Q2 24 | $8.6M | $95.9M |
自由现金流率AMPLTFSL
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 68.2% | ||
| Q3 25 | 5.1% | 83.0% | ||
| Q2 25 | 23.4% | 30.5% | ||
| Q1 25 | -10.6% | 18.0% | ||
| Q4 24 | 3.1% | 60.0% | ||
| Q3 24 | 8.2% | 113.8% | ||
| Q2 24 | 11.8% | 127.0% |
资本支出强度AMPLTFSL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | 0.5% | 13.4% | ||
| Q2 25 | 0.6% | 2.1% | ||
| Q1 25 | 0.5% | 8.8% | ||
| Q4 24 | 1.0% | 0.9% | ||
| Q3 24 | 0.0% | 4.1% | ||
| Q2 24 | 0.8% | 1.1% |
现金转化率AMPLTFSL
| Q1 26 | — | — | ||
| Q4 25 | — | 2.64× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | 2.03× | ||
| Q3 24 | — | 4.86× | ||
| Q2 24 | — | 4.85× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
