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AGILYSYS INC（AGYS）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AGILYSYS INC的127.8倍（$10.3B vs $80.4M）。超威半导体净利率更高（14.7% vs 12.3%，领先2.4%）。超威半导体同比增速更快（34.1% vs 15.6%）。超威半导体自由现金流更多（$2.4B vs $22.7M）
Agilysys Inc.是一家美国软件企业，专注于为酒店业开发及销售专有企业级软件与相关产品，核心业务覆盖销售点管理、物业管理、库存采购、文档管理、劳动力管理以及移动无线产品等多个领域，为 hospitality 行业客户提供一体化的数字化解决方案。
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。
AGYS vs AMD — 直观对比
营收规模更大
AMD
是对方的127.8倍
$80.4M
营收增速更快
AMD
高出18.5%
15.6%
净利率更高
AMD
高出2.4%
12.3%
自由现金流更多
AMD
多$2.4B
$22.7M
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $80.4M | $10.3B |
| 净利润 | $9.9M | $1.5B |
| 毛利率 | 62.5% | 54.3% |
| 营业利润率 | 14.6% | 17.1% |
| 净利率 | 12.3% | 14.7% |
| 营收同比 | 15.6% | 34.1% |
| 净利润同比 | 158.4% | 213.5% |
| 每股收益（稀释后） | $0.35 | $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AGYSAMD
| Q4 25 | $80.4M | $10.3B | ||
| Q3 25 | $79.3M | $9.2B | ||
| Q2 25 | $76.7M | $7.7B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $5.8B | ||
| Q1 24 | — | $5.5B |
净利润AGYSAMD
| Q4 25 | $9.9M | $1.5B | ||
| Q3 25 | $11.7M | $1.2B | ||
| Q2 25 | $4.9M | $872.0M | ||
| Q1 25 | — | $709.0M | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | $771.0M | ||
| Q2 24 | — | $265.0M | ||
| Q1 24 | — | $123.0M |
毛利率AGYSAMD
| Q4 25 | 62.5% | 54.3% | ||
| Q3 25 | 61.7% | 51.7% | ||
| Q2 25 | 61.7% | 39.8% | ||
| Q1 25 | — | 50.2% | ||
| Q4 24 | — | 50.7% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 49.1% | ||
| Q1 24 | — | 46.8% |
营业利润率AGYSAMD
| Q4 25 | 14.6% | 17.1% | ||
| Q3 25 | 17.8% | 13.7% | ||
| Q2 25 | 5.9% | -1.7% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 0.7% |
净利率AGYSAMD
| Q4 25 | 12.3% | 14.7% | ||
| Q3 25 | 14.8% | 13.4% | ||
| Q2 25 | 6.4% | 11.3% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 11.3% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 2.2% |
每股收益（稀释后）AGYSAMD
| Q4 25 | $0.35 | $0.92 | ||
| Q3 25 | $0.41 | $0.75 | ||
| Q2 25 | $0.17 | $0.54 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | — | $0.30 | ||
| Q3 24 | — | $0.47 | ||
| Q2 24 | — | $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 | $81.5M | $10.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $313.1M | $63.0B |
| 总资产 | $475.2M | $76.9B |
| 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AGYSAMD
| Q4 25 | $81.5M | $10.6B | ||
| Q3 25 | $59.3M | $7.2B | ||
| Q2 25 | $55.6M | $5.9B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.3B | ||
| Q1 24 | — | $6.0B |
股东权益AGYSAMD
| Q4 25 | $313.1M | $63.0B | ||
| Q3 25 | $296.7M | $60.8B | ||
| Q2 25 | $283.2M | $59.7B | ||
| Q1 25 | — | $57.9B | ||
| Q4 24 | — | $57.6B | ||
| Q3 24 | — | $57.0B | ||
| Q2 24 | — | $56.5B | ||
| Q1 24 | — | $56.2B |
总资产AGYSAMD
| Q4 25 | $475.2M | $76.9B | ||
| Q3 25 | $425.6M | $76.9B | ||
| Q2 25 | $426.0M | $74.8B | ||
| Q1 25 | — | $71.5B | ||
| Q4 24 | — | $69.2B | ||
| Q3 24 | — | $69.6B | ||
| Q2 24 | — | $67.9B | ||
| Q1 24 | — | $67.9B |
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 | $23.3M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $2.4B |
| 自由现金流率自由现金流/营收 | 28.3% | 23.2% |
| 资本支出强度资本支出/营收 | 0.7% | 2.2% |
| 现金转化率经营现金流/净利润 | 2.35× | 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AGYSAMD
| Q4 25 | $23.3M | $2.6B | ||
| Q3 25 | $15.2M | $2.2B | ||
| Q2 25 | $-4.3M | $2.0B | ||
| Q1 25 | — | $939.0M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $628.0M | ||
| Q2 24 | — | $593.0M | ||
| Q1 24 | — | $521.0M |
自由现金流AGYSAMD
| Q4 25 | $22.7M | $2.4B | ||
| Q3 25 | $15.0M | $1.9B | ||
| Q2 25 | $-5.0M | $1.7B | ||
| Q1 25 | — | $727.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $496.0M | ||
| Q2 24 | — | $439.0M | ||
| Q1 24 | — | $379.0M |
自由现金流率AGYSAMD
| Q4 25 | 28.3% | 23.2% | ||
| Q3 25 | 18.9% | 20.6% | ||
| Q2 25 | -6.5% | 22.5% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 14.2% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.5% | ||
| Q1 24 | — | 6.9% |
资本支出强度AGYSAMD
| Q4 25 | 0.7% | 2.2% | ||
| Q3 25 | 0.3% | 2.8% | ||
| Q2 25 | 0.8% | 3.7% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 2.6% |
现金转化率AGYSAMD
| Q4 25 | 2.35× | 1.72× | ||
| Q3 25 | 1.30× | 1.74× | ||
| Q2 25 | -0.89× | 2.31× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 2.70× | ||
| Q3 24 | — | 0.81× | ||
| Q2 24 | — | 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
AGYS
| Subscription And Maintenance | $52.0M | 65% |
| Professional Services | $17.7M | 22% |
| Products | $10.7M | 13% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
