vs
AEMETIS, INC（AMTX）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是AEMETIS, INC的1.7倍（$74.3M vs $43.3M），IMPINJ INC同比增速更快（-0.0% vs -7.9%），IMPINJ INC自由现金流更多（$2.2M vs $-10.8M），过去两年IMPINJ INC的营收复合增速更高（-14.9% vs -22.8%）
Aemetis是一家可再生燃料与可持续生物化学品生产商，业务覆盖北美和印度市场，核心产品包括低碳乙醇、可再生天然气及生物柴油，主要服务交通、工业和农业领域，为商业客户提供脱碳解决方案。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
AMTX vs PI — 直观对比
营收规模更大
PI
是对方的1.7倍
$43.3M
营收增速更快
PI
高出7.8%
-7.9%
自由现金流更多
PI
多$13.0M
$-10.8M
两年增速更快
PI
近两年复合增速
-22.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $43.3M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | 17.8% | 49.1% |
| 营业利润率 | -5.7% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | -7.9% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.03 | $0.14 |
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AMTXPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $43.3M | $92.8M | ||
| Q3 25 | $59.2M | $96.1M | ||
| Q2 25 | $52.2M | $97.9M | ||
| Q1 25 | $42.9M | $74.3M | ||
| Q4 24 | $47.0M | $91.6M | ||
| Q3 24 | $81.4M | $95.2M | ||
| Q2 24 | $66.6M | $102.5M |
净利润AMTXPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $-23.7M | $-12.8M | ||
| Q2 25 | $-23.4M | $11.6M | ||
| Q1 25 | $-24.5M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $-17.9M | $221.0K | ||
| Q2 24 | $-29.2M | $10.0M |
毛利率AMTXPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 17.8% | 51.8% | ||
| Q3 25 | -0.1% | 50.3% | ||
| Q2 25 | -6.4% | 57.8% | ||
| Q1 25 | -11.8% | 49.4% | ||
| Q4 24 | -4.3% | 50.5% | ||
| Q3 24 | 4.8% | 50.0% | ||
| Q2 24 | -2.7% | 56.1% |
营业利润率AMTXPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -5.7% | -2.9% | ||
| Q3 25 | -14.4% | 0.7% | ||
| Q2 25 | -20.4% | 11.1% | ||
| Q1 25 | -36.3% | -12.9% | ||
| Q4 24 | -28.7% | -3.9% | ||
| Q3 24 | -4.8% | -0.8% | ||
| Q2 24 | -20.4% | 8.8% |
净利率AMTXPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | -40.1% | -13.3% | ||
| Q2 25 | -44.8% | 11.8% | ||
| Q1 25 | -57.2% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | -22.0% | 0.2% | ||
| Q2 24 | -43.8% | 9.7% |
每股收益（稀释后）AMTXPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.03 | $-0.02 | ||
| Q3 25 | $-0.37 | $-0.44 | ||
| Q2 25 | $-0.41 | $0.39 | ||
| Q1 25 | $-0.47 | $-0.30 | ||
| Q4 24 | $-0.29 | $-0.06 | ||
| Q3 24 | $-0.38 | $0.01 | ||
| Q2 24 | $-0.66 | $0.34 |
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 | $4.9M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $-306.8M | — |
| 总资产 | $259.8M | $502.5M |
| 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AMTXPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $4.9M | $175.3M | ||
| Q3 25 | $5.6M | $190.1M | ||
| Q2 25 | $1.6M | $193.2M | ||
| Q1 25 | $499.0K | $147.9M | ||
| Q4 24 | $898.0K | $164.7M | ||
| Q3 24 | $296.0K | $170.3M | ||
| Q2 24 | $234.0K | $220.2M |
总债务AMTXPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $338.1M | $283.5M | ||
| Q3 24 | $322.2M | — | ||
| Q2 24 | $309.0M | — |
股东权益AMTXPI
| Q1 26 | — | — | ||
| Q4 25 | $-306.8M | $209.2M | ||
| Q3 25 | $-304.9M | $195.0M | ||
| Q2 25 | $-289.3M | $187.7M | ||
| Q1 25 | $-280.7M | $160.6M | ||
| Q4 24 | $-263.9M | $149.9M | ||
| Q3 24 | $-258.9M | $136.1M | ||
| Q2 24 | $-249.0M | $117.0M |
总资产AMTXPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $259.8M | $545.2M | ||
| Q3 25 | $241.1M | $516.5M | ||
| Q2 25 | $240.0M | $508.8M | ||
| Q1 25 | $242.5M | $479.8M | ||
| Q4 24 | $259.3M | $489.1M | ||
| Q3 24 | $259.3M | $476.4M | ||
| Q2 24 | $259.3M | $446.1M |
负债/权益比AMTXPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $5.8M | — |
| 自由现金流经营现金流 - 资本支出 | $-10.8M | $2.2M |
| 自由现金流率自由现金流/营收 | -24.9% | 3.0% |
| 资本支出强度资本支出/营收 | 38.2% | — |
| 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 | $-22.7M | $61.1M |
8季度趋势，按日历期对齐
经营现金流AMTXPI
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $15.1M | ||
| Q3 25 | $3.1M | $20.9M | ||
| Q2 25 | $-5.7M | $33.9M | ||
| Q1 25 | $160.0K | $-11.1M | ||
| Q4 24 | $-12.6M | $12.6M | ||
| Q3 24 | $-5.0M | $10.1M | ||
| Q2 24 | $-5.1M | $45.5M |
自由现金流AMTXPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-10.8M | $13.6M | ||
| Q3 25 | $-1.0M | $18.0M | ||
| Q2 25 | $-9.3M | $27.3M | ||
| Q1 25 | $-1.7M | $-13.0M | ||
| Q4 24 | $-19.4M | $8.5M | ||
| Q3 24 | $-9.5M | $4.7M | ||
| Q2 24 | $-10.5M | $44.1M |
自由现金流率AMTXPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -24.9% | 14.7% | ||
| Q3 25 | -1.7% | 18.7% | ||
| Q2 25 | -17.7% | 27.9% | ||
| Q1 25 | -3.9% | -17.5% | ||
| Q4 24 | -41.2% | 9.3% | ||
| Q3 24 | -11.6% | 4.9% | ||
| Q2 24 | -15.8% | 43.0% |
资本支出强度AMTXPI
| Q1 26 | — | — | ||
| Q4 25 | 38.2% | 1.6% | ||
| Q3 25 | 6.9% | 3.1% | ||
| Q2 25 | 6.7% | 6.7% | ||
| Q1 25 | 4.3% | 2.5% | ||
| Q4 24 | 14.4% | 4.5% | ||
| Q3 24 | 5.5% | 5.7% | ||
| Q2 24 | 8.1% | 1.3% |
现金转化率AMTXPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× |
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
AMTX
| Ethanol Sales | $28.8M | 66% |
| Wet Distillers Grains | $6.8M | 16% |
| California Dairy Renewable Natural Gas | $5.2M | 12% |
| Other | $1.8M | 4% |
PI
暂无分部数据
