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Albertsons Companies, Inc.（ACI）与超威半导体（AMD）财务数据对比。点击上方公司名可切换其他公司
Albertsons Companies, Inc.的季度营收约是超威半导体的1.9倍（$19.1B vs $10.3B），超威半导体净利率更高（14.7% vs 1.5%，领先13.2%），超威半导体同比增速更快（34.1% vs 1.9%），超威半导体自由现金流更多（$2.4B vs $-94.7M），过去两年超威半导体的营收复合增速更高（37.0% vs 3.3%）
Albertsons Companies, Inc.是美国知名杂货零售企业，主营业务覆盖生鲜食品、粮油副食、日用百货等品类的线下与线上零售，公司创立于爱达荷州博伊西，总部亦设立于此，在全美拥有大量连锁门店，为各地消费者提供便捷的日常购物服务。
超威半导体（AMD）是总部位于美国加利福尼亚州圣克拉拉的跨国半导体企业，专注研发生产面向数据中心、游戏、个人电脑、嵌入式系统的高性能CPU、GPU及自适应片上系统，旗下拥有锐龙、霄龙、镭龙、Instinct等核心产品线，2022年收购赛灵思后拓展了FPGA及自适应计算业务，直接与英特尔、英伟达展开竞争。
ACI vs AMD — 直观对比
营收规模更大
ACI
是对方的1.9倍
$10.3B
营收增速更快
AMD
高出32.2%
1.9%
净利率更高
AMD
高出13.2%
1.5%
自由现金流更多
AMD
多$2.5B
$-94.7M
两年增速更快
AMD
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $19.1B | $10.3B |
| 净利润 | $293.3M | $1.5B |
| 毛利率 | 27.4% | 54.3% |
| 营业利润率 | 2.6% | 17.1% |
| 净利率 | 1.5% | 14.7% |
| 营收同比 | 1.9% | 34.1% |
| 净利润同比 | -26.8% | 213.5% |
| 每股收益（稀释后） | $0.55 | $0.92 |
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ACIAMD
| Q4 25 | $19.1B | $10.3B | ||
| Q3 25 | — | $9.2B | ||
| Q2 25 | $24.9B | $7.7B | ||
| Q1 25 | $18.8B | $7.4B | ||
| Q4 24 | $18.8B | $7.7B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | $24.3B | $5.8B | ||
| Q1 24 | — | $5.5B |
净利润ACIAMD
| Q4 25 | $293.3M | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $236.4M | $872.0M | ||
| Q1 25 | $171.8M | $709.0M | ||
| Q4 24 | $400.6M | $482.0M | ||
| Q3 24 | — | $771.0M | ||
| Q2 24 | $240.7M | $265.0M | ||
| Q1 24 | — | $123.0M |
毛利率ACIAMD
| Q4 25 | 27.4% | 54.3% | ||
| Q3 25 | — | 51.7% | ||
| Q2 25 | 27.1% | 39.8% | ||
| Q1 25 | 27.4% | 50.2% | ||
| Q4 24 | 27.9% | 50.7% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | 27.8% | 49.1% | ||
| Q1 24 | — | 46.8% |
营业利润率ACIAMD
| Q4 25 | 2.6% | 17.1% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 1.8% | -1.7% | ||
| Q1 25 | 1.5% | 10.8% | ||
| Q4 24 | 2.8% | 11.4% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | 1.9% | 4.6% | ||
| Q1 24 | — | 0.7% |
净利率ACIAMD
| Q4 25 | 1.5% | 14.7% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | 1.0% | 11.3% | ||
| Q1 25 | 0.9% | 9.5% | ||
| Q4 24 | 2.1% | 6.3% | ||
| Q3 24 | — | 11.3% | ||
| Q2 24 | 1.0% | 4.5% | ||
| Q1 24 | — | 2.2% |
每股收益（稀释后）ACIAMD
| Q4 25 | $0.55 | $0.92 | ||
| Q3 25 | — | $0.75 | ||
| Q2 25 | $0.41 | $0.54 | ||
| Q1 25 | $0.29 | $0.44 | ||
| Q4 24 | $0.69 | $0.30 | ||
| Q3 24 | — | $0.47 | ||
| Q2 24 | $0.41 | $0.16 | ||
| Q1 24 | — | $0.07 |
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 | $195.1M | $10.6B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $2.5B | $63.0B |
| 总资产 | $27.1B | $76.9B |
| 负债/权益比越低杠杆越低 | 3.36× | — |
8季度趋势，按日历期对齐
现金及短期投资ACIAMD
| Q4 25 | $195.1M | $10.6B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | $151.0M | $5.9B | ||
| Q1 25 | $293.6M | $7.3B | ||
| Q4 24 | $202.3M | $5.1B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $291.1M | $5.3B | ||
| Q1 24 | — | $6.0B |
总债务ACIAMD
| Q4 25 | $8.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $7.0B | — | ||
| Q1 25 | $7.8B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $7.8B | — | ||
| Q1 24 | — | — |
股东权益ACIAMD
| Q4 25 | $2.5B | $63.0B | ||
| Q3 25 | — | $60.8B | ||
| Q2 25 | $3.2B | $59.7B | ||
| Q1 25 | $3.4B | $57.9B | ||
| Q4 24 | $3.4B | $57.6B | ||
| Q3 24 | — | $57.0B | ||
| Q2 24 | $2.9B | $56.5B | ||
| Q1 24 | — | $56.2B |
总资产ACIAMD
| Q4 25 | $27.1B | $76.9B | ||
| Q3 25 | — | $76.9B | ||
| Q2 25 | $26.5B | $74.8B | ||
| Q1 25 | $26.8B | $71.5B | ||
| Q4 24 | $26.7B | $69.2B | ||
| Q3 24 | — | $69.6B | ||
| Q2 24 | $26.1B | $67.9B | ||
| Q1 24 | — | $67.9B |
负债/权益比ACIAMD
| Q4 25 | 3.36× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 2.29× | — | ||
| Q4 24 | 2.31× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.67× | — | ||
| Q1 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 | $367.6M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $-94.7M | $2.4B |
| 自由现金流率自由现金流/营收 | -0.5% | 23.2% |
| 资本支出强度资本支出/营收 | 2.4% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.25× | 1.72× |
| 过去12个月自由现金流最近4个季度 | — | $6.7B |
8季度趋势，按日历期对齐
经营现金流ACIAMD
| Q4 25 | $367.6M | $2.6B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $754.4M | $2.0B | ||
| Q1 25 | — | $939.0M | ||
| Q4 24 | $548.0M | $1.3B | ||
| Q3 24 | — | $628.0M | ||
| Q2 24 | $960.9M | $593.0M | ||
| Q1 24 | — | $521.0M |
自由现金流ACIAMD
| Q4 25 | $-94.7M | $2.4B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $169.8M | $1.7B | ||
| Q1 25 | — | $727.0M | ||
| Q4 24 | $53.6M | $1.1B | ||
| Q3 24 | — | $496.0M | ||
| Q2 24 | $417.9M | $439.0M | ||
| Q1 24 | — | $379.0M |
自由现金流率ACIAMD
| Q4 25 | -0.5% | 23.2% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 0.7% | 22.5% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | 0.3% | 14.2% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | 1.7% | 7.5% | ||
| Q1 24 | — | 6.9% |
资本支出强度ACIAMD
| Q4 25 | 2.4% | 2.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | 2.3% | 3.7% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | 2.2% | 2.6% | ||
| Q1 24 | — | 2.6% |
现金转化率ACIAMD
| Q4 25 | 1.25× | 1.72× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | 3.19× | 2.31× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 1.37× | 2.70× | ||
| Q3 24 | — | 0.81× | ||
| Q2 24 | 3.99× | 2.24× | ||
| Q1 24 | — | 4.24× |
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
ACI
| Retail Sales | $18.9B | 99% |
| Third Party Sales And Other Miscellaneous Revenue | $196.8M | 1% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
