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Amplitude, Inc.（AMPL）与Thryv Holdings, Inc.（THRY）财务数据对比。点击上方公司名可切换其他公司
Thryv Holdings, Inc.的季度营收约是Amplitude, Inc.的1.8倍（$167.7M vs $91.4M），Thryv Holdings, Inc.净利率更高（2.7% vs -19.3%，领先22.0%），Amplitude, Inc.同比增速更快（17.0% vs -7.5%），Amplitude, Inc.自由现金流更多（$12.7M vs $-5.5M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
AMPL vs THRY — 直观对比
营收规模更大
THRY
是对方的1.8倍
$91.4M
营收增速更快
AMPL
高出24.6%
-7.5%
净利率更高
THRY
高出22.0%
-19.3%
自由现金流更多
AMPL
多$18.1M
$-5.5M
两年增速更快
AMPL
近两年复合增速
-13.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $167.7M |
| 净利润 | $-17.7M | $4.5M |
| 毛利率 | 74.6% | 65.2% |
| 营业利润率 | -18.3% | 37.3% |
| 净利率 | -19.3% | 2.7% |
| 营收同比 | 17.0% | -7.5% |
| 净利润同比 | 45.8% | 147.2% |
| 每股收益（稀释后） | $-0.13 | $0.10 |
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AMPLTHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $91.4M | $191.6M | ||
| Q3 25 | $88.6M | $201.6M | ||
| Q2 25 | $83.3M | $210.5M | ||
| Q1 25 | $80.0M | $181.4M | ||
| Q4 24 | $78.1M | $186.6M | ||
| Q3 24 | $75.2M | $179.9M | ||
| Q2 24 | $73.3M | $224.1M |
净利润AMPLTHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-17.7M | $-9.7M | ||
| Q3 25 | $-24.0M | $5.7M | ||
| Q2 25 | $-24.7M | $13.9M | ||
| Q1 25 | $-22.2M | $-9.6M | ||
| Q4 24 | $-32.6M | $7.9M | ||
| Q3 24 | $-16.9M | $-96.1M | ||
| Q2 24 | $-23.4M | $5.5M |
毛利率AMPLTHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 74.6% | 68.0% | ||
| Q3 25 | 73.9% | 67.7% | ||
| Q2 25 | 72.6% | 69.7% | ||
| Q1 25 | 74.7% | 65.8% | ||
| Q4 24 | 74.7% | 65.9% | ||
| Q3 24 | 75.1% | 62.3% | ||
| Q2 24 | 73.4% | 66.3% |
营业利润率AMPLTHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | -18.3% | 5.3% | ||
| Q3 25 | -26.0% | 9.9% | ||
| Q2 25 | -29.0% | 14.0% | ||
| Q1 25 | -26.8% | -1.7% | ||
| Q4 24 | -41.2% | -3.9% | ||
| Q3 24 | -21.4% | -49.2% | ||
| Q2 24 | -31.7% | 14.0% |
净利率AMPLTHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | -19.3% | -5.0% | ||
| Q3 25 | -27.1% | 2.8% | ||
| Q2 25 | -29.6% | 6.6% | ||
| Q1 25 | -27.8% | -5.3% | ||
| Q4 24 | -41.7% | 4.2% | ||
| Q3 24 | -22.4% | -53.4% | ||
| Q2 24 | -31.9% | 2.5% |
每股收益（稀释后）AMPLTHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $-0.13 | $-0.21 | ||
| Q3 25 | $-0.18 | $0.13 | ||
| Q2 25 | $-0.19 | $0.31 | ||
| Q1 25 | $-0.17 | $-0.22 | ||
| Q4 24 | $-0.25 | $0.28 | ||
| Q3 24 | $-0.14 | $-2.65 | ||
| Q2 24 | $-0.19 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $225.4M |
| 总资产 | $420.7M | $693.7M |
| 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AMPLTHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $192.0M | $10.8M | ||
| Q3 25 | $189.2M | $11.6M | ||
| Q2 25 | $208.1M | $10.8M | ||
| Q1 25 | $209.0M | $11.0M | ||
| Q4 24 | $241.1M | $16.3M | ||
| Q3 24 | $319.9M | $12.5M | ||
| Q2 24 | $318.3M | $15.5M |
总债务AMPLTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M |
股东权益AMPLTHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $245.3M | $218.1M | ||
| Q3 25 | $262.2M | $221.1M | ||
| Q2 25 | $279.5M | $214.9M | ||
| Q1 25 | $289.5M | $193.2M | ||
| Q4 24 | $296.6M | $196.9M | ||
| Q3 24 | $290.0M | $94.5M | ||
| Q2 24 | $287.3M | $183.1M |
总资产AMPLTHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $420.7M | $688.6M | ||
| Q3 25 | $438.1M | $701.8M | ||
| Q2 25 | $456.6M | $687.7M | ||
| Q1 25 | $445.8M | $703.7M | ||
| Q4 24 | $445.9M | $712.2M | ||
| Q3 24 | $445.6M | $654.8M | ||
| Q2 24 | $445.4M | $785.5M |
负债/权益比AMPLTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-5.5M |
| 自由现金流率自由现金流/营收 | 13.8% | -3.3% |
| 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 | $43.3M |
8季度趋势，按日历期对齐
经营现金流AMPLTHRY
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $22.2M | ||
| Q3 25 | $5.0M | $22.2M | ||
| Q2 25 | $20.1M | $29.6M | ||
| Q1 25 | $-8.0M | $-10.5M | ||
| Q4 24 | $3.2M | $26.1M | ||
| Q3 24 | $6.2M | $36.0M | ||
| Q2 24 | $9.2M | $22.2M |
自由现金流AMPLTHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | $12.7M | $12.3M | ||
| Q3 25 | $4.5M | $14.6M | ||
| Q2 25 | $19.5M | $21.8M | ||
| Q1 25 | $-8.5M | $-17.6M | ||
| Q4 24 | $2.4M | $17.3M | ||
| Q3 24 | $6.2M | $27.5M | ||
| Q2 24 | $8.6M | $13.3M |
自由现金流率AMPLTHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | 13.8% | 6.4% | ||
| Q3 25 | 5.1% | 7.2% | ||
| Q2 25 | 23.4% | 10.4% | ||
| Q1 25 | -10.6% | -9.7% | ||
| Q4 24 | 3.1% | 9.3% | ||
| Q3 24 | 8.2% | 15.3% | ||
| Q2 24 | 11.8% | 5.9% |
资本支出强度AMPLTHRY
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.2% | ||
| Q3 25 | 0.5% | 3.8% | ||
| Q2 25 | 0.6% | 3.7% | ||
| Q1 25 | 0.5% | 3.9% | ||
| Q4 24 | 1.0% | 4.7% | ||
| Q3 24 | 0.0% | 4.7% | ||
| Q2 24 | 0.8% | 4.0% |
现金转化率AMPLTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
