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Arteris, Inc.（AIP）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Arteris, Inc.的510.0倍（$10.3B vs $20.1M）。超威半导体净利率更高（14.7% vs -42.2%，领先56.9%）。超威半导体同比增速更快（34.1% vs 30.0%）。超威半导体自由现金流更多（$2.4B vs $3.0M）。过去两年超威半导体的营收复合增速更高（37.0% vs 24.7%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
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。
AIP vs AMD — 直观对比
营收规模更大
AMD
是对方的510.0倍
$20.1M
营收增速更快
AMD
高出4.1%
30.0%
净利率更高
AMD
高出56.9%
-42.2%
自由现金流更多
AMD
多$2.4B
$3.0M
两年增速更快
AMD
近两年复合增速
24.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $10.3B |
| 净利润 | $-8.5M | $1.5B |
| 毛利率 | 90.8% | 54.3% |
| 营业利润率 | -42.0% | 17.1% |
| 净利率 | -42.2% | 14.7% |
| 营收同比 | 30.0% | 34.1% |
| 净利润同比 | -3.7% | 213.5% |
| 每股收益（稀释后） | $-0.19 | $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AIPAMD
| Q4 25 | $20.1M | $10.3B | ||
| Q3 25 | $17.4M | $9.2B | ||
| Q2 25 | $16.5M | $7.7B | ||
| Q1 25 | $16.5M | $7.4B | ||
| Q4 24 | $15.5M | $7.7B | ||
| Q3 24 | $14.7M | $6.8B | ||
| Q2 24 | $14.6M | $5.8B | ||
| Q1 24 | $12.9M | $5.5B |
净利润AIPAMD
| Q4 25 | $-8.5M | $1.5B | ||
| Q3 25 | $-9.0M | $1.2B | ||
| Q2 25 | $-9.1M | $872.0M | ||
| Q1 25 | $-8.1M | $709.0M | ||
| Q4 24 | $-8.2M | $482.0M | ||
| Q3 24 | $-7.7M | $771.0M | ||
| Q2 24 | $-8.3M | $265.0M | ||
| Q1 24 | $-9.4M | $123.0M |
毛利率AIPAMD
| Q4 25 | 90.8% | 54.3% | ||
| Q3 25 | 89.9% | 51.7% | ||
| Q2 25 | 89.4% | 39.8% | ||
| Q1 25 | 90.8% | 50.2% | ||
| Q4 24 | 89.8% | 50.7% | ||
| Q3 24 | 90.1% | 50.1% | ||
| Q2 24 | 90.0% | 49.1% | ||
| Q1 24 | 88.7% | 46.8% |
营业利润率AIPAMD
| Q4 25 | -42.0% | 17.1% | ||
| Q3 25 | -50.1% | 13.7% | ||
| Q2 25 | -50.0% | -1.7% | ||
| Q1 25 | -46.6% | 10.8% | ||
| Q4 24 | -45.9% | 11.4% | ||
| Q3 24 | -53.8% | 10.6% | ||
| Q2 24 | -51.1% | 4.6% | ||
| Q1 24 | -70.5% | 0.7% |
净利率AIPAMD
| Q4 25 | -42.2% | 14.7% | ||
| Q3 25 | -51.6% | 13.4% | ||
| Q2 25 | -55.3% | 11.3% | ||
| Q1 25 | -49.1% | 9.5% | ||
| Q4 24 | -53.0% | 6.3% | ||
| Q3 24 | -52.2% | 11.3% | ||
| Q2 24 | -57.2% | 4.5% | ||
| Q1 24 | -72.6% | 2.2% |
每股收益（稀释后）AIPAMD
| Q4 25 | $-0.19 | $0.92 | ||
| Q3 25 | $-0.21 | $0.75 | ||
| Q2 25 | $-0.22 | $0.54 | ||
| Q1 25 | $-0.20 | $0.44 | ||
| Q4 24 | $-0.19 | $0.30 | ||
| Q3 24 | $-0.20 | $0.47 | ||
| Q2 24 | $-0.22 | $0.16 | ||
| Q1 24 | $-0.25 | $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 | $33.9M | $10.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $63.0B |
| 总资产 | $115.0M | $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AIPAMD
| Q4 25 | $33.9M | $10.6B | ||
| Q3 25 | $39.0M | $7.2B | ||
| Q2 25 | $38.0M | $5.9B | ||
| Q1 25 | $42.3M | $7.3B | ||
| Q4 24 | $43.8M | $5.1B | ||
| Q3 24 | $48.7M | $4.5B | ||
| Q2 24 | $45.8M | $5.3B | ||
| Q1 24 | $44.8M | $6.0B |
股东权益AIPAMD
| Q4 25 | $-14.6M | $63.0B | ||
| Q3 25 | $-11.4M | $60.8B | ||
| Q2 25 | $-7.5M | $59.7B | ||
| Q1 25 | $-4.8M | $57.9B | ||
| Q4 24 | $-1.2M | $57.6B | ||
| Q3 24 | $2.2M | $57.0B | ||
| Q2 24 | $5.3M | $56.5B | ||
| Q1 24 | $9.5M | $56.2B |
总资产AIPAMD
| Q4 25 | $115.0M | $76.9B | ||
| Q3 25 | $107.7M | $76.9B | ||
| Q2 25 | $106.9M | $74.8B | ||
| Q1 25 | $98.3M | $71.5B | ||
| Q4 24 | $106.1M | $69.2B | ||
| Q3 24 | $97.7M | $69.6B | ||
| Q2 24 | $96.4M | $67.9B | ||
| Q1 24 | $101.4M | $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 | $3.2M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $2.4B |
| 自由现金流率自由现金流/营收 | 15.1% | 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 | — | 1.72× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $6.7B |
8季度趋势，按日历期对齐
经营现金流AIPAMD
| Q4 25 | $3.2M | $2.6B | ||
| Q3 25 | $3.2M | $2.2B | ||
| Q2 25 | $-2.5M | $2.0B | ||
| Q1 25 | $2.9M | $939.0M | ||
| Q4 24 | $-2.6M | $1.3B | ||
| Q3 24 | $1.1M | $628.0M | ||
| Q2 24 | $311.0K | $593.0M | ||
| Q1 24 | $477.0K | $521.0M |
自由现金流AIPAMD
| Q4 25 | $3.0M | $2.4B | ||
| Q3 25 | $2.5M | $1.9B | ||
| Q2 25 | $-2.8M | $1.7B | ||
| Q1 25 | $2.7M | $727.0M | ||
| Q4 24 | $-2.7M | $1.1B | ||
| Q3 24 | $1.1M | $496.0M | ||
| Q2 24 | $264.0K | $439.0M | ||
| Q1 24 | $281.0K | $379.0M |
自由现金流率AIPAMD
| Q4 25 | 15.1% | 23.2% | ||
| Q3 25 | 14.2% | 20.6% | ||
| Q2 25 | -17.2% | 22.5% | ||
| Q1 25 | 16.2% | 9.8% | ||
| Q4 24 | -17.3% | 14.2% | ||
| Q3 24 | 7.4% | 7.3% | ||
| Q2 24 | 1.8% | 7.5% | ||
| Q1 24 | 2.2% | 6.9% |
资本支出强度AIPAMD
| Q4 25 | 0.7% | 2.2% | ||
| Q3 25 | 4.1% | 2.8% | ||
| Q2 25 | 2.2% | 3.7% | ||
| Q1 25 | 1.1% | 2.9% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.2% | 1.9% | ||
| Q2 24 | 0.3% | 2.6% | ||
| Q1 24 | 1.5% | 2.6% |
现金转化率AIPAMD
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | 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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
