vs
超威半导体（AMD）与Cellebrite DI Ltd.（CLBT）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Cellebrite DI Ltd.的35.2倍（$10.3B vs $292.2M）。超威半导体净利率更高（14.7% vs -103.5%，领先118.2%）。超威半导体自由现金流更多（$2.4B vs $60.8M）。过去两年Cellebrite DI Ltd.的营收复合增速更高（72.8% vs 37.0%）
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。
Cellebrite DI Ltd.是一家总部位于以色列佩塔提克瓦的数字取证企业，为执法机构、企业及服务供应商提供数字数据的采集、审阅、分析与管理工具，旗下核心产品系列为Cellebrite UFED。
AMD vs CLBT — 直观对比
营收规模更大
AMD
是对方的35.2倍
$292.2M
净利率更高
AMD
高出118.2%
-103.5%
自由现金流更多
AMD
多$2.3B
$60.8M
两年增速更快
CLBT
近两年复合增速
37.0%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $292.2M |
| 净利润 | $1.5B | $-302.3M |
| 毛利率 | 54.3% | 84.6% |
| 营业利润率 | 17.1% | 14.1% |
| 净利率 | 14.7% | -103.5% |
| 营收同比 | 34.1% | — |
| 净利润同比 | 213.5% | — |
| 每股收益（稀释后） | $0.92 | $-1.50 |
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AMDCLBT
| Q4 25 | $10.3B | — | ||
| Q3 25 | $9.2B | $292.2M | ||
| Q2 25 | $7.7B | $220.8M | ||
| Q1 25 | $7.4B | $89.6M | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $6.8B | $232.1M | ||
| Q2 24 | $5.8B | $185.3M | ||
| Q1 24 | $5.5B | $71.2M |
净利润AMDCLBT
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | $-302.3M | ||
| Q2 25 | $872.0M | $36.9M | ||
| Q1 25 | $709.0M | $-71.4M | ||
| Q4 24 | $482.0M | — | ||
| Q3 24 | $771.0M | — | ||
| Q2 24 | $265.0M | $-95.2M | ||
| Q1 24 | $123.0M | $-40.6M |
毛利率AMDCLBT
| Q4 25 | 54.3% | — | ||
| Q3 25 | 51.7% | 84.6% | ||
| Q2 25 | 39.8% | 84.1% | ||
| Q1 25 | 50.2% | 85.2% | ||
| Q4 24 | 50.7% | — | ||
| Q3 24 | 50.1% | 83.5% | ||
| Q2 24 | 49.1% | 84.1% | ||
| Q1 24 | 46.8% | 82.6% |
营业利润率AMDCLBT
| Q4 25 | 17.1% | — | ||
| Q3 25 | 13.7% | 14.1% | ||
| Q2 25 | -1.7% | 12.1% | ||
| Q1 25 | 10.8% | 10.3% | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 10.6% | 7.9% | ||
| Q2 24 | 4.6% | 11.7% | ||
| Q1 24 | 0.7% | 0.2% |
净利率AMDCLBT
| Q4 25 | 14.7% | — | ||
| Q3 25 | 13.4% | -103.5% | ||
| Q2 25 | 11.3% | 16.7% | ||
| Q1 25 | 9.5% | -79.7% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 11.3% | — | ||
| Q2 24 | 4.5% | -51.4% | ||
| Q1 24 | 2.2% | -57.0% |
每股收益（稀释后）AMDCLBT
| Q4 25 | $0.92 | — | ||
| Q3 25 | $0.75 | $-1.50 | ||
| Q2 25 | $0.54 | $0.15 | ||
| Q1 25 | $0.44 | $-0.36 | ||
| Q4 24 | $0.30 | — | ||
| Q3 24 | $0.47 | $-0.35 | ||
| Q2 24 | $0.16 | $-0.48 | ||
| Q1 24 | $0.07 | $-0.21 |
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 | $191.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $336.0M |
| 总资产 | $76.9B | $690.6M |
| 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AMDCLBT
| Q4 25 | $10.6B | — | ||
| Q3 25 | $7.2B | $191.7M | ||
| Q2 25 | $5.9B | $326.1M | ||
| Q1 25 | $7.3B | $191.7M | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $4.5B | $189.5M | ||
| Q2 24 | $5.3B | $178.6M | ||
| Q1 24 | $6.0B | $189.5M |
股东权益AMDCLBT
| Q4 25 | $63.0B | — | ||
| Q3 25 | $60.8B | $336.0M | ||
| Q2 25 | $59.7B | $408.4M | ||
| Q1 25 | $57.9B | $336.0M | ||
| Q4 24 | $57.6B | — | ||
| Q3 24 | $57.0B | $34.2M | ||
| Q2 24 | $56.5B | $-40.2M | ||
| Q1 24 | $56.2B | $34.2M |
总资产AMDCLBT
| Q4 25 | $76.9B | — | ||
| Q3 25 | $76.9B | $690.6M | ||
| Q2 25 | $74.8B | $787.4M | ||
| Q1 25 | $71.5B | $690.6M | ||
| Q4 24 | $69.2B | — | ||
| Q3 24 | $69.6B | $532.9M | ||
| Q2 24 | $67.9B | $556.6M | ||
| Q1 24 | $67.9B | $532.9M |
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 | $66.2M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $60.8M |
| 自由现金流率自由现金流/营收 | 23.2% | 20.8% |
| 资本支出强度资本支出/营收 | 2.2% | 1.8% |
| 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 | $6.7B | $172.1M |
8季度趋势，按日历期对齐
经营现金流AMDCLBT
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.2B | $66.2M | ||
| Q2 25 | $2.0B | $53.5M | ||
| Q1 25 | $939.0M | $10.0M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $628.0M | $58.2M | ||
| Q2 24 | $593.0M | $24.6M | ||
| Q1 24 | $521.0M | $12.5M |
自由现金流AMDCLBT
| Q4 25 | $2.4B | — | ||
| Q3 25 | $1.9B | $60.8M | ||
| Q2 25 | $1.7B | $47.5M | ||
| Q1 25 | $727.0M | $8.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $496.0M | $55.3M | ||
| Q2 24 | $439.0M | $21.0M | ||
| Q1 24 | $379.0M | $11.4M |
自由现金流率AMDCLBT
| Q4 25 | 23.2% | — | ||
| Q3 25 | 20.6% | 20.8% | ||
| Q2 25 | 22.5% | 21.5% | ||
| Q1 25 | 9.8% | 9.5% | ||
| Q4 24 | 14.2% | — | ||
| Q3 24 | 7.3% | 23.8% | ||
| Q2 24 | 7.5% | 11.3% | ||
| Q1 24 | 6.9% | 16.0% |
资本支出强度AMDCLBT
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 3.7% | 2.7% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 1.9% | 1.3% | ||
| Q2 24 | 2.6% | 1.9% | ||
| Q1 24 | 2.6% | 1.5% |
现金转化率AMDCLBT
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.31× | 1.45× | ||
| 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
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
CLBT
| Subscription services | $197.2M | 67% |
| Term-license | $60.8M | 21% |
| Professional services | $23.2M | 8% |
| Other non-recurring | $11.0M | 4% |
