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ACI WORLDWIDE, INC.（ACIW）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
超威半导体的季度营收约是ACI WORLDWIDE, INC.的21.3倍（$10.3B vs $481.6M）。超威半导体净利率更高（14.7% vs 13.4%，领先1.4%）。超威半导体同比增速更快（34.1% vs 6.3%）。超威半导体自由现金流更多（$2.4B vs $116.6M）。过去两年超威半导体的营收复合增速更高（37.0% vs 23.4%）
ACI Worldwide是全球领先的数字支付软件企业，总部位于美国内布拉斯加州埃尔克霍恩，为94个国家的客户提供服务，每日处理数十亿笔交易，总价值达数万亿美元。其智能解决方案服务于银行、金融机构、商户、账单服务商、收单机构、发卡机构及第三方支付服务商，支持全渠道搭建安全支付体系。
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。
ACIW vs AMD — 直观对比
营收规模更大
AMD
是对方的21.3倍
$481.6M
营收增速更快
AMD
高出27.8%
6.3%
净利率更高
AMD
高出1.4%
13.4%
自由现金流更多
AMD
多$2.3B
$116.6M
两年增速更快
AMD
近两年复合增速
23.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $10.3B |
| 净利润 | $64.3M | $1.5B |
| 毛利率 | 53.0% | 54.3% |
| 营业利润率 | 22.6% | 17.1% |
| 净利率 | 13.4% | 14.7% |
| 营收同比 | 6.3% | 34.1% |
| 净利润同比 | -34.7% | 213.5% |
| 每股收益（稀释后） | $0.61 | $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ACIWAMD
| Q4 25 | $481.6M | $10.3B | ||
| Q3 25 | $482.4M | $9.2B | ||
| Q2 25 | $401.3M | $7.7B | ||
| Q1 25 | $394.6M | $7.4B | ||
| Q4 24 | $453.0M | $7.7B | ||
| Q3 24 | $451.8M | $6.8B | ||
| Q2 24 | $373.5M | $5.8B | ||
| Q1 24 | $316.0M | $5.5B |
净利润ACIWAMD
| Q4 25 | $64.3M | $1.5B | ||
| Q3 25 | $91.3M | $1.2B | ||
| Q2 25 | $12.2M | $872.0M | ||
| Q1 25 | $58.9M | $709.0M | ||
| Q4 24 | $98.6M | $482.0M | ||
| Q3 24 | $81.4M | $771.0M | ||
| Q2 24 | $30.9M | $265.0M | ||
| Q1 24 | $-7.8M | $123.0M |
毛利率ACIWAMD
| Q4 25 | 53.0% | 54.3% | ||
| Q3 25 | 53.7% | 51.7% | ||
| Q2 25 | 41.5% | 39.8% | ||
| Q1 25 | 45.9% | 50.2% | ||
| Q4 24 | 55.8% | 50.7% | ||
| Q3 24 | 56.3% | 50.1% | ||
| Q2 24 | 45.6% | 49.1% | ||
| Q1 24 | 39.5% | 46.8% |
营业利润率ACIWAMD
| Q4 25 | 22.6% | 17.1% | ||
| Q3 25 | 26.5% | 13.7% | ||
| Q2 25 | 8.7% | -1.7% | ||
| Q1 25 | 14.8% | 10.8% | ||
| Q4 24 | 27.0% | 11.4% | ||
| Q3 24 | 27.1% | 10.6% | ||
| Q2 24 | 14.4% | 4.6% | ||
| Q1 24 | 3.0% | 0.7% |
净利率ACIWAMD
| Q4 25 | 13.4% | 14.7% | ||
| Q3 25 | 18.9% | 13.4% | ||
| Q2 25 | 3.0% | 11.3% | ||
| Q1 25 | 14.9% | 9.5% | ||
| Q4 24 | 21.8% | 6.3% | ||
| Q3 24 | 18.0% | 11.3% | ||
| Q2 24 | 8.3% | 4.5% | ||
| Q1 24 | -2.5% | 2.2% |
每股收益（稀释后）ACIWAMD
| Q4 25 | $0.61 | $0.92 | ||
| Q3 25 | $0.88 | $0.75 | ||
| Q2 25 | $0.12 | $0.54 | ||
| Q1 25 | $0.55 | $0.44 | ||
| Q4 24 | $0.92 | $0.30 | ||
| Q3 24 | $0.77 | $0.47 | ||
| Q2 24 | $0.29 | $0.16 | ||
| Q1 24 | $-0.07 | $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 | $196.5M | $10.6B |
| 总债务越低越好 | $817.6M | — |
| 股东权益账面价值 | $1.5B | $63.0B |
| 总资产 | $3.1B | $76.9B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资ACIWAMD
| Q4 25 | $196.5M | $10.6B | ||
| Q3 25 | $199.3M | $7.2B | ||
| Q2 25 | $189.7M | $5.9B | ||
| Q1 25 | $230.1M | $7.3B | ||
| Q4 24 | $216.4M | $5.1B | ||
| Q3 24 | $177.9M | $4.5B | ||
| Q2 24 | $157.0M | $5.3B | ||
| Q1 24 | $183.4M | $6.0B |
总债务ACIWAMD
| Q4 25 | $817.6M | — | ||
| Q3 25 | $867.8M | — | ||
| Q2 25 | $898.0M | — | ||
| Q1 25 | $845.9M | — | ||
| Q4 24 | $924.6M | — | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
股东权益ACIWAMD
| Q4 25 | $1.5B | $63.0B | ||
| Q3 25 | $1.5B | $60.8B | ||
| Q2 25 | $1.4B | $59.7B | ||
| Q1 25 | $1.5B | $57.9B | ||
| Q4 24 | $1.4B | $57.6B | ||
| Q3 24 | $1.3B | $57.0B | ||
| Q2 24 | $1.2B | $56.5B | ||
| Q1 24 | $1.3B | $56.2B |
总资产ACIWAMD
| Q4 25 | $3.1B | $76.9B | ||
| Q3 25 | $3.2B | $76.9B | ||
| Q2 25 | $3.1B | $74.8B | ||
| Q1 25 | $3.2B | $71.5B | ||
| Q4 24 | $3.0B | $69.2B | ||
| Q3 24 | $3.1B | $69.6B | ||
| Q2 24 | $3.4B | $67.9B | ||
| Q1 24 | $3.3B | $67.9B |
负债/权益比ACIWAMD
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.81× | — |
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 | $121.8M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $2.4B |
| 自由现金流率自由现金流/营收 | 24.2% | 23.2% |
| 资本支出强度资本支出/营收 | 1.1% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.89× | 1.72× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $6.7B |
8季度趋势，按日历期对齐
经营现金流ACIWAMD
| Q4 25 | $121.8M | $2.6B | ||
| Q3 25 | $73.0M | $2.2B | ||
| Q2 25 | $49.8M | $2.0B | ||
| Q1 25 | $78.2M | $939.0M | ||
| Q4 24 | $126.5M | $1.3B | ||
| Q3 24 | $54.0M | $628.0M | ||
| Q2 24 | $55.0M | $593.0M | ||
| Q1 24 | $123.2M | $521.0M |
自由现金流ACIWAMD
| Q4 25 | $116.6M | $2.4B | ||
| Q3 25 | $69.6M | $1.9B | ||
| Q2 25 | $47.6M | $1.7B | ||
| Q1 25 | $76.1M | $727.0M | ||
| Q4 24 | $119.5M | $1.1B | ||
| Q3 24 | $50.5M | $496.0M | ||
| Q2 24 | $53.3M | $439.0M | ||
| Q1 24 | $120.0M | $379.0M |
自由现金流率ACIWAMD
| Q4 25 | 24.2% | 23.2% | ||
| Q3 25 | 14.4% | 20.6% | ||
| Q2 25 | 11.9% | 22.5% | ||
| Q1 25 | 19.3% | 9.8% | ||
| Q4 24 | 26.4% | 14.2% | ||
| Q3 24 | 11.2% | 7.3% | ||
| Q2 24 | 14.3% | 7.5% | ||
| Q1 24 | 38.0% | 6.9% |
资本支出强度ACIWAMD
| Q4 25 | 1.1% | 2.2% | ||
| Q3 25 | 0.7% | 2.8% | ||
| Q2 25 | 0.5% | 3.7% | ||
| Q1 25 | 0.5% | 2.9% | ||
| Q4 24 | 1.5% | 2.7% | ||
| Q3 24 | 0.8% | 1.9% | ||
| Q2 24 | 0.5% | 2.6% | ||
| Q1 24 | 1.0% | 2.6% |
现金转化率ACIWAMD
| Q4 25 | 1.89× | 1.72× | ||
| Q3 25 | 0.80× | 1.74× | ||
| Q2 25 | 4.08× | 2.31× | ||
| Q1 25 | 1.33× | 1.32× | ||
| Q4 24 | 1.28× | 2.70× | ||
| Q3 24 | 0.66× | 0.81× | ||
| Q2 24 | 1.78× | 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
ACIW
| Issuing And Acquiring | $183.7M | 38% |
| License | $158.3M | 33% |
| Maintenance | $50.8M | 11% |
| Software And Platform Service | $49.6M | 10% |
| Merchant Payments | $42.4M | 9% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
