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超威半导体（AMD）与英美资源集团（AMSC）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英美资源集团的137.8倍（$10.3B vs $74.5M）。英美资源集团净利率更高（158.1% vs 14.7%，领先143.4%）。超威半导体同比增速更快（34.1% vs 21.4%）。超威半导体自由现金流更多（$2.4B vs $2.4M）。过去两年超威半导体的营收复合增速更高（37.0% vs 33.2%）
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。
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
AMD vs AMSC — 直观对比
营收规模更大
AMD
是对方的137.8倍
$74.5M
营收增速更快
AMD
高出12.7%
21.4%
净利率更高
AMSC
高出143.4%
14.7%
自由现金流更多
AMD
多$2.4B
$2.4M
两年增速更快
AMD
近两年复合增速
33.2%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $74.5M |
| 净利润 | $1.5B | $117.8M |
| 毛利率 | 54.3% | 30.7% |
| 营业利润率 | 17.1% | 4.5% |
| 净利率 | 14.7% | 158.1% |
| 营收同比 | 34.1% | 21.4% |
| 净利润同比 | 213.5% | 4679.1% |
| 每股收益（稀释后） | $0.92 | $2.62 |
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AMDAMSC
| Q4 25 | $10.3B | $74.5M | ||
| Q3 25 | $9.2B | $65.9M | ||
| Q2 25 | $7.7B | $72.4M | ||
| Q1 25 | $7.4B | $66.7M | ||
| Q4 24 | $7.7B | $61.4M | ||
| Q3 24 | $6.8B | $54.5M | ||
| Q2 24 | $5.8B | $40.3M | ||
| Q1 24 | $5.5B | $42.0M |
净利润AMDAMSC
| Q4 25 | $1.5B | $117.8M | ||
| Q3 25 | $1.2B | $4.8M | ||
| Q2 25 | $872.0M | $6.7M | ||
| Q1 25 | $709.0M | $1.2M | ||
| Q4 24 | $482.0M | $2.5M | ||
| Q3 24 | $771.0M | $4.9M | ||
| Q2 24 | $265.0M | $-2.5M | ||
| Q1 24 | $123.0M | $-1.6M |
毛利率AMDAMSC
| Q4 25 | 54.3% | 30.7% | ||
| Q3 25 | 51.7% | 31.0% | ||
| Q2 25 | 39.8% | 33.8% | ||
| Q1 25 | 50.2% | 26.5% | ||
| Q4 24 | 50.7% | 26.6% | ||
| Q3 24 | 50.1% | 28.7% | ||
| Q2 24 | 49.1% | 30.3% | ||
| Q1 24 | 46.8% | 24.8% |
营业利润率AMDAMSC
| Q4 25 | 17.1% | 4.5% | ||
| Q3 25 | 13.7% | 4.5% | ||
| Q2 25 | -1.7% | 7.8% | ||
| Q1 25 | 10.8% | 2.5% | ||
| Q4 24 | 11.4% | 2.1% | ||
| Q3 24 | 10.6% | -1.4% | ||
| Q2 24 | 4.6% | -8.2% | ||
| Q1 24 | 0.7% | -5.3% |
净利率AMDAMSC
| Q4 25 | 14.7% | 158.1% | ||
| Q3 25 | 13.4% | 7.2% | ||
| Q2 25 | 11.3% | 9.3% | ||
| Q1 25 | 9.5% | 1.8% | ||
| Q4 24 | 6.3% | 4.0% | ||
| Q3 24 | 11.3% | 9.0% | ||
| Q2 24 | 4.5% | -6.3% | ||
| Q1 24 | 2.2% | -3.8% |
每股收益（稀释后）AMDAMSC
| Q4 25 | $0.92 | $2.62 | ||
| Q3 25 | $0.75 | $0.11 | ||
| Q2 25 | $0.54 | $0.17 | ||
| Q1 25 | $0.44 | $0.04 | ||
| Q4 24 | $0.30 | $0.06 | ||
| Q3 24 | $0.47 | $0.13 | ||
| Q2 24 | $0.16 | $-0.07 | ||
| Q1 24 | $0.07 | $-0.03 |
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 | $10.6B | $141.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $536.8M |
| 总资产 | $76.9B | $719.5M |
| 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AMDAMSC
| Q4 25 | $10.6B | $141.1M | ||
| Q3 25 | $7.2B | $212.9M | ||
| Q2 25 | $5.9B | $207.9M | ||
| Q1 25 | $7.3B | $79.5M | ||
| Q4 24 | $5.1B | $75.2M | ||
| Q3 24 | $4.5B | $72.1M | ||
| Q2 24 | $5.3B | $93.5M | ||
| Q1 24 | $6.0B | $90.5M |
股东权益AMDAMSC
| Q4 25 | $63.0B | $536.8M | ||
| Q3 25 | $60.8B | $342.2M | ||
| Q2 25 | $59.7B | $333.1M | ||
| Q1 25 | $57.9B | $197.1M | ||
| Q4 24 | $57.6B | $192.7M | ||
| Q3 24 | $57.0B | $187.0M | ||
| Q2 24 | $56.5B | $143.3M | ||
| Q1 24 | $56.2B | $144.6M |
总资产AMDAMSC
| Q4 25 | $76.9B | $719.5M | ||
| Q3 25 | $76.9B | $445.6M | ||
| Q2 25 | $74.8B | $452.8M | ||
| Q1 25 | $71.5B | $310.5M | ||
| Q4 24 | $69.2B | $310.3M | ||
| Q3 24 | $69.6B | $298.4M | ||
| Q2 24 | $67.9B | $240.1M | ||
| Q1 24 | $67.9B | $232.8M |
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 | $2.6B | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $2.4M |
| 自由现金流率自由现金流/营收 | 23.2% | 3.2% |
| 资本支出强度资本支出/营收 | 2.2% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.72× | 0.03× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $16.0M |
8季度趋势，按日历期对齐
经营现金流AMDAMSC
| Q4 25 | $2.6B | $3.2M | ||
| Q3 25 | $2.2B | $6.5M | ||
| Q2 25 | $2.0B | $4.1M | ||
| Q1 25 | $939.0M | $6.3M | ||
| Q4 24 | $1.3B | $5.9M | ||
| Q3 24 | $628.0M | $12.7M | ||
| Q2 24 | $593.0M | $3.4M | ||
| Q1 24 | $521.0M | $2.2M |
自由现金流AMDAMSC
| Q4 25 | $2.4B | $2.4M | ||
| Q3 25 | $1.9B | $5.1M | ||
| Q2 25 | $1.7B | $3.3M | ||
| Q1 25 | $727.0M | $5.3M | ||
| Q4 24 | $1.1B | $5.3M | ||
| Q3 24 | $496.0M | $12.1M | ||
| Q2 24 | $439.0M | $3.1M | ||
| Q1 24 | $379.0M | $1.9M |
自由现金流率AMDAMSC
| Q4 25 | 23.2% | 3.2% | ||
| Q3 25 | 20.6% | 7.7% | ||
| Q2 25 | 22.5% | 4.6% | ||
| Q1 25 | 9.8% | 7.9% | ||
| Q4 24 | 14.2% | 8.7% | ||
| Q3 24 | 7.3% | 22.3% | ||
| Q2 24 | 7.5% | 7.8% | ||
| Q1 24 | 6.9% | 4.6% |
资本支出强度AMDAMSC
| Q4 25 | 2.2% | 1.2% | ||
| Q3 25 | 2.8% | 2.1% | ||
| Q2 25 | 3.7% | 1.1% | ||
| Q1 25 | 2.9% | 1.6% | ||
| Q4 24 | 2.7% | 0.9% | ||
| Q3 24 | 1.9% | 1.1% | ||
| Q2 24 | 2.6% | 0.7% | ||
| Q1 24 | 2.6% | 0.7% |
现金转化率AMDAMSC
| Q4 25 | 1.72× | 0.03× | ||
| Q3 25 | 1.74× | 1.37× | ||
| Q2 25 | 2.31× | 0.61× | ||
| Q1 25 | 1.32× | 5.22× | ||
| Q4 24 | 2.70× | 2.38× | ||
| Q3 24 | 0.81× | 2.60× | ||
| 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
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
