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Ameris Bancorp(ABCB)与福尼克斯(PLAB)财务数据对比。点击上方公司名可切换其他公司
Ameris Bancorp的季度营收约是福尼克斯的1.5倍($314.4M vs $210.4M),Ameris Bancorp净利率更高(35.1% vs 10.9%,领先24.3%),Ameris Bancorp同比增速更快(10.0% vs -5.5%),过去两年Ameris Bancorp的营收复合增速更高(2.3% vs -3.8%)
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业,旗下子公司Ameris Bank在佐治亚、阿拉巴马、佛罗里达、北卡罗来纳、南卡罗来纳五州运营全服务网点,另在多州设有抵押贷款专属站点,同时面向个人及企业客户提供便捷的线上及移动银行服务。
福尼克斯是美国半导体光掩模制造商,2009年时位居全球第三大光掩模供应商,同时也是电子束产业倡议组织的成员,专注于为半导体行业提供关键的掩模产品,支撑芯片制造环节的图形转移需求。
ABCB vs PLAB — 直观对比
营收规模更大
ABCB
是对方的1.5倍
$210.4M
营收增速更快
ABCB
高出15.5%
-5.5%
净利率更高
ABCB
高出24.3%
10.9%
两年增速更快
ABCB
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $314.4M | $210.4M |
| 净利润 | $110.5M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | — | 22.9% |
| 净利率 | 35.1% | 10.9% |
| 营收同比 | 10.0% | -5.5% |
| 净利润同比 | — | -32.4% |
| 每股收益(稀释后) | $1.63 | $0.39 |
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
ABCB
PLAB
| Q1 26 | $314.4M | — | ||
| Q4 25 | $307.1M | — | ||
| Q3 25 | $314.2M | $210.4M | ||
| Q2 25 | $300.7M | $211.0M | ||
| Q1 25 | $285.9M | $212.1M | ||
| Q4 24 | $290.8M | $222.6M | ||
| Q3 24 | $283.8M | $211.0M | ||
| Q2 24 | $300.6M | $217.0M |
净利润
ABCB
PLAB
| Q1 26 | $110.5M | — | ||
| Q4 25 | $108.4M | — | ||
| Q3 25 | $106.0M | $22.9M | ||
| Q2 25 | $109.8M | $8.9M | ||
| Q1 25 | $87.9M | $42.9M | ||
| Q4 24 | $94.4M | $33.9M | ||
| Q3 24 | $99.2M | $34.4M | ||
| Q2 24 | $90.8M | $36.3M |
毛利率
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
营业利润率
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 43.6% | 22.9% | ||
| Q2 25 | 47.4% | 26.4% | ||
| Q1 25 | 39.5% | 24.6% | ||
| Q4 24 | 43.3% | 25.1% | ||
| Q3 24 | 44.4% | 24.7% | ||
| Q2 24 | 42.1% | 25.8% |
净利率
ABCB
PLAB
| Q1 26 | 35.1% | — | ||
| Q4 25 | 44.2% | — | ||
| Q3 25 | 33.7% | 10.9% | ||
| Q2 25 | 36.5% | 4.2% | ||
| Q1 25 | 30.8% | 20.2% | ||
| Q4 24 | 42.5% | 15.2% | ||
| Q3 24 | 35.0% | 16.3% | ||
| Q2 24 | 30.2% | 16.7% |
每股收益(稀释后)
ABCB
PLAB
| Q1 26 | $1.63 | — | ||
| Q4 25 | $1.59 | — | ||
| Q3 25 | $1.54 | $0.39 | ||
| Q2 25 | $1.60 | $0.15 | ||
| Q1 25 | $1.27 | $0.68 | ||
| Q4 24 | $1.35 | $0.54 | ||
| Q3 24 | $1.44 | $0.55 | ||
| Q2 24 | $1.32 | $0.58 |
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 | — | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $4.1B | $1.1B |
| 总资产 | $28.1B | $1.8B |
| 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
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $575.8M | ||
| Q2 25 | — | $558.4M | ||
| Q1 25 | — | $642.2M | ||
| Q4 24 | — | $640.7M | ||
| Q3 24 | — | $606.4M | ||
| Q2 24 | — | $559.9M |
总债务
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M |
股东权益
ABCB
PLAB
| Q1 26 | $4.1B | — | ||
| Q4 25 | $4.1B | — | ||
| Q3 25 | $4.0B | $1.1B | ||
| Q2 25 | $3.9B | $1.1B | ||
| Q1 25 | $3.8B | $1.1B | ||
| Q4 24 | $3.8B | $1.1B | ||
| Q3 24 | $3.7B | $1.1B | ||
| Q2 24 | $3.6B | $1.0B |
总资产
ABCB
PLAB
| Q1 26 | $28.1B | — | ||
| Q4 25 | $27.5B | — | ||
| Q3 25 | $27.1B | $1.8B | ||
| Q2 25 | $26.7B | $1.7B | ||
| Q1 25 | $26.5B | $1.7B | ||
| Q4 24 | $26.3B | $1.7B | ||
| Q3 24 | $26.4B | $1.6B | ||
| Q2 24 | $26.5B | $1.6B |
负债/权益比
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| 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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势,按日历期对齐
经营现金流
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | $390.2M | — | ||
| Q3 25 | $104.9M | $50.1M | ||
| Q2 25 | $61.4M | $31.5M | ||
| Q1 25 | $116.9M | $78.5M | ||
| Q4 24 | $154.2M | $68.4M | ||
| Q3 24 | $102.2M | $75.1M | ||
| Q2 24 | $-97.1M | $76.5M |
自由现金流
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | $369.6M | — | ||
| Q3 25 | $100.5M | $25.2M | ||
| Q2 25 | $53.7M | $-29.1M | ||
| Q1 25 | $114.2M | $43.3M | ||
| Q4 24 | $140.7M | $25.2M | ||
| Q3 24 | $99.8M | $50.7M | ||
| Q2 24 | $-100.3M | $56.5M |
自由现金流率
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 120.4% | — | ||
| Q3 25 | 32.0% | 12.0% | ||
| Q2 25 | 17.9% | -13.8% | ||
| Q1 25 | 39.9% | 20.4% | ||
| Q4 24 | 48.4% | 11.3% | ||
| Q3 24 | 35.2% | 24.0% | ||
| Q2 24 | -33.4% | 26.0% |
资本支出强度
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 1.4% | 11.8% | ||
| Q2 25 | 2.5% | 28.7% | ||
| Q1 25 | 0.9% | 16.6% | ||
| Q4 24 | 4.6% | 19.4% | ||
| Q3 24 | 0.8% | 11.6% | ||
| Q2 24 | 1.1% | 9.2% |
现金转化率
ABCB
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 3.60× | — | ||
| Q3 25 | 0.99× | 2.19× | ||
| Q2 25 | 0.56× | 3.55× | ||
| Q1 25 | 1.33× | 1.83× | ||
| Q4 24 | 1.63× | 2.02× | ||
| Q3 24 | 1.03× | 2.18× | ||
| Q2 24 | -1.07× | 2.11× |
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
ABCB
暂无分部数据
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |