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Amplitude, Inc.（AMPL）与Turning Point Brands, Inc.（TPB）财务数据对比。点击上方公司名可切换其他公司
Turning Point Brands, Inc.的季度营收约是Amplitude, Inc.的1.3倍（$121.0M vs $91.4M），Turning Point Brands, Inc.净利率更高（6.8% vs -19.3%，领先26.1%），Turning Point Brands, Inc.同比增速更快（29.2% vs 17.0%），Turning Point Brands, Inc.自由现金流更多（$21.5M vs $12.7M），过去两年Turning Point Brands, Inc.的营收复合增速更高（20.7% 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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
AMPL vs TPB — 直观对比
营收规模更大
TPB
是对方的1.3倍
$91.4M
营收增速更快
TPB
高出12.2%
17.0%
净利率更高
TPB
高出26.1%
-19.3%
自由现金流更多
TPB
多$8.9M
$12.7M
两年增速更快
TPB
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $121.0M |
| 净利润 | $-17.7M | $8.2M |
| 毛利率 | 74.6% | 55.9% |
| 营业利润率 | -18.3% | 16.5% |
| 净利率 | -19.3% | 6.8% |
| 营收同比 | 17.0% | 29.2% |
| 净利润同比 | 45.8% | 239.8% |
| 每股收益（稀释后） | $-0.13 | $0.40 |
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AMPLTPB
| Q4 25 | $91.4M | $121.0M | ||
| Q3 25 | $88.6M | $119.0M | ||
| Q2 25 | $83.3M | $116.6M | ||
| Q1 25 | $80.0M | $106.4M | ||
| Q4 24 | $78.1M | $93.7M | ||
| Q3 24 | $75.2M | $90.7M | ||
| Q2 24 | $73.3M | $93.2M | ||
| Q1 24 | $72.6M | $83.1M |
净利润AMPLTPB
| Q4 25 | $-17.7M | $8.2M | ||
| Q3 25 | $-24.0M | $21.1M | ||
| Q2 25 | $-24.7M | $14.5M | ||
| Q1 25 | $-22.2M | $14.4M | ||
| Q4 24 | $-32.6M | $2.4M | ||
| Q3 24 | $-16.9M | $12.4M | ||
| Q2 24 | $-23.4M | $13.0M | ||
| Q1 24 | $-21.5M | $12.0M |
毛利率AMPLTPB
| Q4 25 | 74.6% | 55.9% | ||
| Q3 25 | 73.9% | 59.2% | ||
| Q2 25 | 72.6% | 57.1% | ||
| Q1 25 | 74.7% | 56.0% | ||
| Q4 24 | 74.7% | 56.0% | ||
| Q3 24 | 75.1% | 55.6% | ||
| Q2 24 | 73.4% | 54.1% | ||
| Q1 24 | 74.0% | 58.2% |
营业利润率AMPLTPB
| Q4 25 | -18.3% | 16.5% | ||
| Q3 25 | -26.0% | 21.8% | ||
| Q2 25 | -29.0% | 22.6% | ||
| Q1 25 | -26.8% | 21.8% | ||
| Q4 24 | -41.2% | 19.1% | ||
| Q3 24 | -21.4% | 22.9% | ||
| Q2 24 | -31.7% | 24.5% | ||
| Q1 24 | -29.0% | 23.2% |
净利率AMPLTPB
| Q4 25 | -19.3% | 6.8% | ||
| Q3 25 | -27.1% | 17.7% | ||
| Q2 25 | -29.6% | 12.4% | ||
| Q1 25 | -27.8% | 13.5% | ||
| Q4 24 | -41.7% | 2.6% | ||
| Q3 24 | -22.4% | 13.6% | ||
| Q2 24 | -31.9% | 14.0% | ||
| Q1 24 | -29.5% | 14.5% |
每股收益（稀释后）AMPLTPB
| Q4 25 | $-0.13 | $0.40 | ||
| Q3 25 | $-0.18 | $1.13 | ||
| Q2 25 | $-0.19 | $0.79 | ||
| Q1 25 | $-0.17 | $0.79 | ||
| Q4 24 | $-0.25 | $0.15 | ||
| Q3 24 | $-0.14 | $0.68 | ||
| Q2 24 | $-0.19 | $0.68 | ||
| Q1 24 | $-0.18 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $372.0M |
| 总资产 | $420.7M | $763.8M |
| 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AMPLTPB
| Q4 25 | $192.0M | $222.8M | ||
| Q3 25 | $189.2M | $201.2M | ||
| Q2 25 | $208.1M | $109.9M | ||
| Q1 25 | $209.0M | $99.6M | ||
| Q4 24 | $241.1M | $48.9M | ||
| Q3 24 | $319.9M | $33.6M | ||
| Q2 24 | $318.3M | $142.2M | ||
| Q1 24 | $316.1M | $130.9M |
股东权益AMPLTPB
| Q4 25 | $245.3M | $372.0M | ||
| Q3 25 | $262.2M | $358.2M | ||
| Q2 25 | $279.5M | $224.8M | ||
| Q1 25 | $289.5M | $203.4M | ||
| Q4 24 | $296.6M | $190.4M | ||
| Q3 24 | $290.0M | $185.7M | ||
| Q2 24 | $287.3M | $172.8M | ||
| Q1 24 | $289.2M | $160.0M |
总资产AMPLTPB
| Q4 25 | $420.7M | $763.8M | ||
| Q3 25 | $438.1M | $742.8M | ||
| Q2 25 | $456.6M | $595.8M | ||
| Q1 25 | $445.8M | $564.6M | ||
| Q4 24 | $445.9M | $493.4M | ||
| Q3 24 | $445.6M | $488.0M | ||
| Q2 24 | $445.4M | $591.6M | ||
| Q1 24 | $437.9M | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $21.5M |
| 自由现金流率自由现金流/营收 | 13.8% | 17.8% |
| 资本支出强度资本支出/营收 | 0.2% | 2.8% |
| 现金转化率经营现金流/净利润 | — | 3.03× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $43.8M |
8季度趋势，按日历期对齐
经营现金流AMPLTPB
| Q4 25 | $12.8M | $24.9M | ||
| Q3 25 | $5.0M | $3.3M | ||
| Q2 25 | $20.1M | $11.8M | ||
| Q1 25 | $-8.0M | $17.4M | ||
| Q4 24 | $3.2M | $17.7M | ||
| Q3 24 | $6.2M | $13.2M | ||
| Q2 24 | $9.2M | $13.4M | ||
| Q1 24 | $-48.0K | $22.6M |
自由现金流AMPLTPB
| Q4 25 | $12.7M | $21.5M | ||
| Q3 25 | $4.5M | $-721.0K | ||
| Q2 25 | $19.5M | $7.8M | ||
| Q1 25 | $-8.5M | $15.2M | ||
| Q4 24 | $2.4M | $16.6M | ||
| Q3 24 | $6.2M | $12.6M | ||
| Q2 24 | $8.6M | $10.9M | ||
| Q1 24 | $-405.0K | $22.3M |
自由现金流率AMPLTPB
| Q4 25 | 13.8% | 17.8% | ||
| Q3 25 | 5.1% | -0.6% | ||
| Q2 25 | 23.4% | 6.7% | ||
| Q1 25 | -10.6% | 14.3% | ||
| Q4 24 | 3.1% | 17.8% | ||
| Q3 24 | 8.2% | 13.9% | ||
| Q2 24 | 11.8% | 11.7% | ||
| Q1 24 | -0.6% | 26.8% |
资本支出强度AMPLTPB
| Q4 25 | 0.2% | 2.8% | ||
| Q3 25 | 0.5% | 3.4% | ||
| Q2 25 | 0.6% | 3.4% | ||
| Q1 25 | 0.5% | 2.1% | ||
| Q4 24 | 1.0% | 1.2% | ||
| Q3 24 | 0.0% | 0.7% | ||
| Q2 24 | 0.8% | 2.7% | ||
| Q1 24 | 0.5% | 0.4% |
现金转化率AMPLTPB
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 7.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
