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ALLEGRO MICROSYSTEMS, INC.（ALGM）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ALLEGRO MICROSYSTEMS, INC.的44.8倍（$10.3B vs $229.2M）。超威半导体净利率更高（14.7% vs 3.6%，领先11.1%）。超威半导体同比增速更快（34.1% vs 28.9%）。超威半导体自由现金流更多（$2.4B vs $41.3M）。过去两年超威半导体的营收复合增速更高（37.0% vs -2.4%）
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
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。
ALGM vs AMD — 直观对比
营收规模更大
AMD
是对方的44.8倍
$229.2M
营收增速更快
AMD
高出5.2%
28.9%
净利率更高
AMD
高出11.1%
3.6%
自由现金流更多
AMD
多$2.3B
$41.3M
两年增速更快
AMD
近两年复合增速
-2.4%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $229.2M | $10.3B |
| 净利润 | $8.3M | $1.5B |
| 毛利率 | 46.7% | 54.3% |
| 营业利润率 | 4.2% | 17.1% |
| 净利率 | 3.6% | 14.7% |
| 营收同比 | 28.9% | 34.1% |
| 净利润同比 | 221.0% | 213.5% |
| 每股收益（稀释后） | $0.04 | $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ALGMAMD
| Q4 25 | $229.2M | $10.3B | ||
| Q3 25 | $214.3M | $9.2B | ||
| Q2 25 | $203.4M | $7.7B | ||
| Q1 25 | $192.8M | $7.4B | ||
| Q4 24 | $177.9M | $7.7B | ||
| Q3 24 | $187.4M | $6.8B | ||
| Q2 24 | $166.9M | $5.8B | ||
| Q1 24 | $240.6M | $5.5B |
净利润ALGMAMD
| Q4 25 | $8.3M | $1.5B | ||
| Q3 25 | $6.5M | $1.2B | ||
| Q2 25 | $-13.2M | $872.0M | ||
| Q1 25 | $-14.8M | $709.0M | ||
| Q4 24 | $-6.9M | $482.0M | ||
| Q3 24 | $-33.7M | $771.0M | ||
| Q2 24 | $-17.7M | $265.0M | ||
| Q1 24 | $-7.1M | $123.0M |
毛利率ALGMAMD
| Q4 25 | 46.7% | 54.3% | ||
| Q3 25 | 46.3% | 51.7% | ||
| Q2 25 | 44.9% | 39.8% | ||
| Q1 25 | 41.4% | 50.2% | ||
| Q4 24 | 45.7% | 50.7% | ||
| Q3 24 | 45.7% | 50.1% | ||
| Q2 24 | 44.8% | 49.1% | ||
| Q1 24 | 51.2% | 46.8% |
营业利润率ALGMAMD
| Q4 25 | 4.2% | 17.1% | ||
| Q3 25 | 2.9% | 13.7% | ||
| Q2 25 | -1.3% | -1.7% | ||
| Q1 25 | -6.8% | 10.8% | ||
| Q4 24 | -0.0% | 11.4% | ||
| Q3 24 | 2.2% | 10.6% | ||
| Q2 24 | -6.4% | 4.6% | ||
| Q1 24 | 6.6% | 0.7% |
净利率ALGMAMD
| Q4 25 | 3.6% | 14.7% | ||
| Q3 25 | 3.0% | 13.4% | ||
| Q2 25 | -6.5% | 11.3% | ||
| Q1 25 | -7.7% | 9.5% | ||
| Q4 24 | -3.9% | 6.3% | ||
| Q3 24 | -18.0% | 11.3% | ||
| Q2 24 | -10.6% | 4.5% | ||
| Q1 24 | -3.0% | 2.2% |
每股收益（稀释后）ALGMAMD
| Q4 25 | $0.04 | $0.92 | ||
| Q3 25 | $0.03 | $0.75 | ||
| Q2 25 | $-0.07 | $0.54 | ||
| Q1 25 | $-0.08 | $0.44 | ||
| Q4 24 | $-0.04 | $0.30 | ||
| Q3 24 | $-0.18 | $0.47 | ||
| Q2 24 | $-0.09 | $0.16 | ||
| Q1 24 | $-0.04 | $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 | $155.2M | $10.6B |
| 总债务越低越好 | $280.7M | — |
| 股东权益账面价值 | $962.7M | $63.0B |
| 总资产 | $1.4B | $76.9B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ALGMAMD
| Q4 25 | $155.2M | $10.6B | ||
| Q3 25 | $117.5M | $7.2B | ||
| Q2 25 | $129.1M | $5.9B | ||
| Q1 25 | $121.3M | $7.3B | ||
| Q4 24 | $138.5M | $5.1B | ||
| Q3 24 | $188.8M | $4.5B | ||
| Q2 24 | $173.1M | $5.3B | ||
| Q1 24 | $212.1M | $6.0B |
总债务ALGMAMD
| Q4 25 | $280.7M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $304.8M | — | ||
| Q1 25 | $338.9M | — | ||
| Q4 24 | $368.7M | — | ||
| Q3 24 | $393.0M | — | ||
| Q2 24 | $195.8M | — | ||
| Q1 24 | $245.1M | — |
股东权益ALGMAMD
| Q4 25 | $962.7M | $63.0B | ||
| Q3 25 | $944.2M | $60.8B | ||
| Q2 25 | $922.7M | $59.7B | ||
| Q1 25 | $929.6M | $57.9B | ||
| Q4 24 | $933.0M | $57.6B | ||
| Q3 24 | $937.3M | $57.0B | ||
| Q2 24 | $1.1B | $56.5B | ||
| Q1 24 | $1.1B | $56.2B |
总资产ALGMAMD
| Q4 25 | $1.4B | $76.9B | ||
| Q3 25 | $1.4B | $76.9B | ||
| Q2 25 | $1.4B | $74.8B | ||
| Q1 25 | $1.4B | $71.5B | ||
| Q4 24 | $1.4B | $69.2B | ||
| Q3 24 | $1.5B | $69.6B | ||
| Q2 24 | $1.4B | $67.9B | ||
| Q1 24 | $1.5B | $67.9B |
负债/权益比ALGMAMD
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.18× | — | ||
| Q1 24 | 0.22× | — |
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 | $45.4M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $41.3M | $2.4B |
| 自由现金流率自由现金流/营收 | 18.0% | 23.2% |
| 资本支出强度资本支出/营收 | 1.8% | 2.2% |
| 现金转化率经营现金流/净利润 | 5.47× | 1.72× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $6.7B |
8季度趋势，按日历期对齐
经营现金流ALGMAMD
| Q4 25 | $45.4M | $2.6B | ||
| Q3 25 | $20.4M | $2.2B | ||
| Q2 25 | $61.6M | $2.0B | ||
| Q1 25 | $20.4M | $939.0M | ||
| Q4 24 | $-8.2M | $1.3B | ||
| Q3 24 | $15.5M | $628.0M | ||
| Q2 24 | $34.2M | $593.0M | ||
| Q1 24 | $12.8M | $521.0M |
自由现金流ALGMAMD
| Q4 25 | $41.3M | $2.4B | ||
| Q3 25 | $13.9M | $1.9B | ||
| Q2 25 | $51.0M | $1.7B | ||
| Q1 25 | $15.0M | $727.0M | ||
| Q4 24 | $-21.8M | $1.1B | ||
| Q3 24 | $5.6M | $496.0M | ||
| Q2 24 | $23.2M | $439.0M | ||
| Q1 24 | $-1.5M | $379.0M |
自由现金流率ALGMAMD
| Q4 25 | 18.0% | 23.2% | ||
| Q3 25 | 6.5% | 20.6% | ||
| Q2 25 | 25.1% | 22.5% | ||
| Q1 25 | 7.8% | 9.8% | ||
| Q4 24 | -12.3% | 14.2% | ||
| Q3 24 | 3.0% | 7.3% | ||
| Q2 24 | 13.9% | 7.5% | ||
| Q1 24 | -0.6% | 6.9% |
资本支出强度ALGMAMD
| Q4 25 | 1.8% | 2.2% | ||
| Q3 25 | 3.0% | 2.8% | ||
| Q2 25 | 5.2% | 3.7% | ||
| Q1 25 | 2.8% | 2.9% | ||
| Q4 24 | 7.7% | 2.7% | ||
| Q3 24 | 5.3% | 1.9% | ||
| Q2 24 | 6.6% | 2.6% | ||
| Q1 24 | 5.9% | 2.6% |
现金转化率ALGMAMD
| Q4 25 | 5.47× | 1.72× | ||
| Q3 25 | 3.12× | 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
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
