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Amplitude, Inc.（AMPL）与UNITED STATES LIME & MINERALS INC（USLM）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UNITED STATES LIME & MINERALS INC的1.1倍（$93.5M vs $87.9M），Amplitude, Inc.同比增速更快（17.0% vs 9.8%），UNITED STATES LIME & MINERALS INC自由现金流更多（$25.7M vs $-13.2M），过去两年Amplitude, Inc.的营收复合增速更高（12.9% vs 10.8%）
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。
美国石灰矿产公司是总部位于美国的自然资源企业，主营高钙石灰、白云石石灰、石灰石及相关矿产制品，客户覆盖基建、钢铁制造、农业土壤改良、环保排放治理、工业加工等领域，业务主要辐射北美市场。
AMPL vs USLM — 直观对比
营收规模更大
AMPL
是对方的1.1倍
$87.9M
营收增速更快
AMPL
高出7.2%
9.8%
自由现金流更多
USLM
多$38.9M
$-13.2M
两年增速更快
AMPL
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $87.9M |
| 净利润 | — | $30.5M |
| 毛利率 | 73.0% | 48.0% |
| 营业利润率 | 1.1% | 41.0% |
| 净利率 | — | 34.7% |
| 营收同比 | 17.0% | 9.8% |
| 净利润同比 | — | 13.2% |
| 每股收益（稀释后） | $-0.17 | $1.06 |
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AMPLUSLM
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $87.9M | ||
| Q3 25 | $88.6M | $102.0M | ||
| Q2 25 | $83.3M | $91.5M | ||
| Q1 25 | $80.0M | $91.3M | ||
| Q4 24 | $78.1M | $80.1M | ||
| Q3 24 | $75.2M | $89.4M | ||
| Q2 24 | $73.3M | $76.5M |
净利润AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $30.5M | ||
| Q3 25 | $-24.0M | $38.8M | ||
| Q2 25 | $-24.7M | $30.8M | ||
| Q1 25 | $-22.2M | $34.1M | ||
| Q4 24 | $-32.6M | $27.0M | ||
| Q3 24 | $-16.9M | $33.4M | ||
| Q2 24 | $-23.4M | $26.1M |
毛利率AMPLUSLM
| Q1 26 | 73.0% | — | ||
| Q4 25 | 74.6% | 48.0% | ||
| Q3 25 | 73.9% | 51.2% | ||
| Q2 25 | 72.6% | 45.8% | ||
| Q1 25 | 74.7% | 50.6% | ||
| Q4 24 | 74.7% | 44.3% | ||
| Q3 24 | 75.1% | 48.2% | ||
| Q2 24 | 73.4% | 45.5% |
营业利润率AMPLUSLM
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 41.0% | ||
| Q3 25 | -26.0% | 45.3% | ||
| Q2 25 | -29.0% | 39.0% | ||
| Q1 25 | -26.8% | 43.7% | ||
| Q4 24 | -41.2% | 38.8% | ||
| Q3 24 | -21.4% | 42.6% | ||
| Q2 24 | -31.7% | 39.1% |
净利率AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 34.7% | ||
| Q3 25 | -27.1% | 38.0% | ||
| Q2 25 | -29.6% | 33.7% | ||
| Q1 25 | -27.8% | 37.4% | ||
| Q4 24 | -41.7% | 33.7% | ||
| Q3 24 | -22.4% | 37.3% | ||
| Q2 24 | -31.9% | 34.0% |
每股收益（稀释后）AMPLUSLM
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $1.06 | ||
| Q3 25 | $-0.18 | $1.35 | ||
| Q2 25 | $-0.19 | $1.07 | ||
| Q1 25 | $-0.17 | $1.19 | ||
| Q4 24 | $-0.25 | $-2.20 | ||
| Q3 24 | $-0.14 | $1.16 | ||
| Q2 24 | $-0.19 | $0.91 |
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 | $371.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $630.8M |
| 总资产 | $401.7M | $681.0M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMPLUSLM
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $371.1M | ||
| Q3 25 | $189.2M | $349.5M | ||
| Q2 25 | $208.1M | $319.9M | ||
| Q1 25 | $209.0M | $300.6M | ||
| Q4 24 | $241.1M | $278.0M | ||
| Q3 24 | $319.9M | $255.0M | ||
| Q2 24 | $318.3M | $222.5M |
总债务AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $630.8M | ||
| Q3 25 | $262.2M | $602.3M | ||
| Q2 25 | $279.5M | $563.3M | ||
| Q1 25 | $289.5M | $532.2M | ||
| Q4 24 | $296.6M | $497.7M | ||
| Q3 24 | $290.0M | $474.2M | ||
| Q2 24 | $287.3M | $441.1M |
总资产AMPLUSLM
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $681.0M | ||
| Q3 25 | $438.1M | $652.8M | ||
| Q2 25 | $456.6M | $607.4M | ||
| Q1 25 | $445.8M | $585.3M | ||
| Q4 24 | $445.9M | $543.2M | ||
| Q3 24 | $445.6M | $521.8M | ||
| Q2 24 | $445.4M | $484.2M |
负债/权益比AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $45.6M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $25.7M |
| 自由现金流率自由现金流/营收 | -14.1% | 29.2% |
| 资本支出强度资本支出/营收 | — | 22.6% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | $23.5M | $102.3M |
8季度趋势，按日历期对齐
经营现金流AMPLUSLM
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $45.6M | ||
| Q3 25 | $5.0M | $45.9M | ||
| Q2 25 | $20.1M | $34.0M | ||
| Q1 25 | $-8.0M | $39.4M | ||
| Q4 24 | $3.2M | $38.6M | ||
| Q3 24 | $6.2M | $39.0M | ||
| Q2 24 | $9.2M | $21.2M |
自由现金流AMPLUSLM
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $25.7M | ||
| Q3 25 | $4.5M | $31.3M | ||
| Q2 25 | $19.5M | $20.8M | ||
| Q1 25 | $-8.5M | $24.6M | ||
| Q4 24 | $2.4M | $27.6M | ||
| Q3 24 | $6.2M | $33.9M | ||
| Q2 24 | $8.6M | $16.8M |
自由现金流率AMPLUSLM
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 29.2% | ||
| Q3 25 | 5.1% | 30.7% | ||
| Q2 25 | 23.4% | 22.7% | ||
| Q1 25 | -10.6% | 26.9% | ||
| Q4 24 | 3.1% | 34.4% | ||
| Q3 24 | 8.2% | 37.9% | ||
| Q2 24 | 11.8% | 21.9% |
资本支出强度AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 22.6% | ||
| Q3 25 | 0.5% | 14.4% | ||
| Q2 25 | 0.6% | 14.5% | ||
| Q1 25 | 0.5% | 16.3% | ||
| Q4 24 | 1.0% | 13.8% | ||
| Q3 24 | 0.0% | 5.8% | ||
| Q2 24 | 0.8% | 5.7% |
现金转化率AMPLUSLM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.17× | ||
| Q2 24 | — | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
