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Amplitude, Inc.(AMPL)与合众银行(WASH)财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是合众银行的1.6倍($91.4M vs $57.8M),合众银行净利率更高(21.8% vs -19.3%,领先41.1%),过去两年Amplitude, Inc.的营收复合增速更高(12.2% vs 9.5%)
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。
美国合众银行是一家美国跨国金融机构,总部位于明尼苏达州明尼阿波利斯,在特拉华州注册成立。截至2025年,该银行为美国第五大银行,也是美国中西部规模最大的银行,被金融稳定委员会认定为具有系统重要性的金融机构。它主营银行、投资、抵押贷款等多元金融业务。
AMPL vs WASH — 直观对比
营收规模更大
AMPL
是对方的1.6倍
$57.8M
净利率更高
WASH
高出41.1%
-19.3%
两年增速更快
AMPL
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $91.4M | $57.8M |
| 净利润 | $-17.7M | $12.6M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | — |
| 净利率 | -19.3% | 21.8% |
| 营收同比 | 17.0% | — |
| 净利润同比 | 45.8% | 3.5% |
| 每股收益(稀释后) | $-0.13 | $0.66 |
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
AMPL
WASH
| Q1 26 | — | $57.8M | ||
| Q4 25 | $91.4M | $59.3M | ||
| Q3 25 | $88.6M | $56.5M | ||
| Q2 25 | $83.3M | $54.3M | ||
| Q1 25 | $80.0M | $59.1M | ||
| Q4 24 | $78.1M | $12.4M | ||
| Q3 24 | $75.2M | $48.5M | ||
| Q2 24 | $73.3M | $48.2M |
净利润
AMPL
WASH
| Q1 26 | — | $12.6M | ||
| Q4 25 | $-17.7M | $16.0M | ||
| Q3 25 | $-24.0M | $10.8M | ||
| Q2 25 | $-24.7M | $13.2M | ||
| Q1 25 | $-22.2M | $12.2M | ||
| Q4 24 | $-32.6M | $-60.8M | ||
| Q3 24 | $-16.9M | $11.0M | ||
| Q2 24 | $-23.4M | $10.8M |
毛利率
AMPL
WASH
| Q1 26 | — | — | ||
| 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
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | -18.3% | 34.9% | ||
| Q3 25 | -26.0% | 24.7% | ||
| Q2 25 | -29.0% | 31.6% | ||
| Q1 25 | -26.8% | 26.5% | ||
| Q4 24 | -41.2% | -648.7% | ||
| Q3 24 | -21.4% | 28.5% | ||
| Q2 24 | -31.7% | 28.7% |
净利率
AMPL
WASH
| Q1 26 | — | 21.8% | ||
| Q4 25 | -19.3% | 27.0% | ||
| Q3 25 | -27.1% | 19.2% | ||
| Q2 25 | -29.6% | 24.4% | ||
| Q1 25 | -27.8% | 20.6% | ||
| Q4 24 | -41.7% | -491.4% | ||
| Q3 24 | -22.4% | 22.6% | ||
| Q2 24 | -31.9% | 22.4% |
每股收益(稀释后)
AMPL
WASH
| Q1 26 | — | $0.66 | ||
| Q4 25 | $-0.13 | $0.84 | ||
| Q3 25 | $-0.18 | $0.56 | ||
| Q2 25 | $-0.19 | $0.68 | ||
| Q1 25 | $-0.17 | $0.63 | ||
| Q4 24 | $-0.25 | $-3.54 | ||
| Q3 24 | $-0.14 | $0.64 | ||
| Q2 24 | $-0.19 | $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 | $12.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $546.8M |
| 总资产 | $420.7M | $6.5B |
| 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
AMPL
WASH
| Q1 26 | — | $12.3M | ||
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — |
股东权益
AMPL
WASH
| Q1 26 | — | $546.8M | ||
| Q4 25 | $245.3M | $543.6M | ||
| Q3 25 | $262.2M | $533.0M | ||
| Q2 25 | $279.5M | $527.5M | ||
| Q1 25 | $289.5M | $521.7M | ||
| Q4 24 | $296.6M | $499.7M | ||
| Q3 24 | $290.0M | $502.2M | ||
| Q2 24 | $287.3M | $471.0M |
总资产
AMPL
WASH
| Q1 26 | — | $6.5B | ||
| Q4 25 | $420.7M | $6.6B | ||
| Q3 25 | $438.1M | $6.7B | ||
| Q2 25 | $456.6M | $6.7B | ||
| Q1 25 | $445.8M | $6.6B | ||
| Q4 24 | $445.9M | $6.9B | ||
| Q3 24 | $445.6M | $7.1B | ||
| Q2 24 | $445.4M | $7.2B |
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 | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | $12.8M | $80.3M | ||
| Q3 25 | $5.0M | $39.6M | ||
| Q2 25 | $20.1M | $11.3M | ||
| Q1 25 | $-8.0M | $8.4M | ||
| Q4 24 | $3.2M | $57.7M | ||
| Q3 24 | $6.2M | $25.7M | ||
| Q2 24 | $9.2M | $11.2M |
自由现金流
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | $12.7M | $78.3M | ||
| Q3 25 | $4.5M | $39.3M | ||
| Q2 25 | $19.5M | $10.9M | ||
| Q1 25 | $-8.5M | $8.4M | ||
| Q4 24 | $2.4M | $53.7M | ||
| Q3 24 | $6.2M | $24.4M | ||
| Q2 24 | $8.6M | $9.6M |
自由现金流率
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 132.2% | ||
| Q3 25 | 5.1% | 69.6% | ||
| Q2 25 | 23.4% | 20.2% | ||
| Q1 25 | -10.6% | 14.2% | ||
| Q4 24 | 3.1% | 433.8% | ||
| Q3 24 | 8.2% | 50.4% | ||
| Q2 24 | 11.8% | 19.8% |
资本支出强度
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.4% | ||
| Q3 25 | 0.5% | 0.6% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 1.0% | 32.3% | ||
| Q3 24 | 0.0% | 2.6% | ||
| Q2 24 | 0.8% | 3.4% |
现金转化率
AMPL
WASH
| Q1 26 | — | — | ||
| Q4 25 | — | 5.03× | ||
| Q3 25 | — | 3.65× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.34× | ||
| Q2 24 | — | 1.03× |
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% |
WASH
| Net Interest Income | $40.5M | 70% |
| Noninterest Income | $17.3M | 30% |