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超威半导体(AMD)与Trump Media & Technology Group Corp.(DJT)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Trump Media & Technology Group Corp.的10216.9倍($10.3B vs $1.0M)。超威半导体净利率更高(14.7% vs -60263.0%,领先60277.7%)。超威半导体同比增速更快(34.1% vs 0.5%)。超威半导体自由现金流更多($2.4B vs $12.1M)。过去两年超威半导体的营收复合增速更高(37.0% vs 14.2%)
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。
特朗普媒体与科技集团(TMTG)是美国的媒体科技企业,总部位于佛罗里达州萨拉索塔,旗下运营社交平台Truth Social,大部分股权由唐纳德·J·特朗普可撤销信托持有。
AMD vs DJT — 直观对比
营收规模更大
AMD
是对方的10216.9倍
$1.0M
营收增速更快
AMD
高出33.6%
0.5%
净利率更高
AMD
高出60277.7%
-60263.0%
自由现金流更多
AMD
多$2.4B
$12.1M
两年增速更快
AMD
近两年复合增速
14.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $10.3B | $1.0M |
| 净利润 | $1.5B | $-605.8M |
| 毛利率 | 54.3% | 45.4% |
| 营业利润率 | 17.1% | -43010.6% |
| 净利率 | 14.7% | -60263.0% |
| 营收同比 | 34.1% | 0.5% |
| 净利润同比 | 213.5% | -1509.0% |
| 每股收益(稀释后) | $0.92 | $-2.38 |
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
AMD
DJT
| Q4 25 | $10.3B | $1.0M | ||
| Q3 25 | $9.2B | $972.9K | ||
| Q2 25 | $7.7B | $883.3K | ||
| Q1 25 | $7.4B | $821.2K | ||
| Q4 24 | $7.7B | $1.0M | ||
| Q3 24 | $6.8B | $1.0M | ||
| Q2 24 | $5.8B | $836.9K | ||
| Q1 24 | $5.5B | $770.5K |
净利润
AMD
DJT
| Q4 25 | $1.5B | $-605.8M | ||
| Q3 25 | $1.2B | $-54.8M | ||
| Q2 25 | $872.0M | $-20.0M | ||
| Q1 25 | $709.0M | $-31.7M | ||
| Q4 24 | $482.0M | $-37.6M | ||
| Q3 24 | $771.0M | $-19.2M | ||
| Q2 24 | $265.0M | $-16.4M | ||
| Q1 24 | $123.0M | $-327.6M |
毛利率
AMD
DJT
| Q4 25 | 54.3% | 45.4% | ||
| Q3 25 | 51.7% | 54.1% | ||
| Q2 25 | 39.8% | 61.2% | ||
| Q1 25 | 50.2% | 59.0% | ||
| Q4 24 | 50.7% | 63.4% | ||
| Q3 24 | 50.1% | 87.8% | ||
| Q2 24 | 49.1% | 95.7% | ||
| Q1 24 | 46.8% | 87.9% |
营业利润率
AMD
DJT
| Q4 25 | 17.1% | -43010.6% | ||
| Q3 25 | 13.7% | -5926.4% | ||
| Q2 25 | -1.7% | -4925.6% | ||
| Q1 25 | 10.8% | -4814.3% | ||
| Q4 24 | 11.4% | -4535.0% | ||
| Q3 24 | 10.6% | -2340.0% | ||
| Q2 24 | 4.6% | -2229.5% | ||
| Q1 24 | 0.7% | -12764.8% |
净利率
AMD
DJT
| Q4 25 | 14.7% | -60263.0% | ||
| Q3 25 | 13.4% | -5637.6% | ||
| Q2 25 | 11.3% | -2264.5% | ||
| Q1 25 | 9.5% | -3863.4% | ||
| Q4 24 | 6.3% | -3763.0% | ||
| Q3 24 | 11.3% | -1904.1% | ||
| Q2 24 | 4.5% | -1955.8% | ||
| Q1 24 | 2.2% | -42517.8% |
每股收益(稀释后)
AMD
DJT
| Q4 25 | $0.92 | $-2.38 | ||
| Q3 25 | $0.75 | $-0.20 | ||
| Q2 25 | $0.54 | $-0.08 | ||
| Q1 25 | $0.44 | $-0.14 | ||
| Q4 24 | $0.30 | $1.45 | ||
| Q3 24 | $0.47 | $-0.10 | ||
| Q2 24 | $0.16 | $-0.10 | ||
| Q1 24 | $0.07 | $-3.61 |
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 | $439.6M |
| 总债务越低越好 | — | $947.1M |
| 股东权益账面价值 | $63.0B | $1.6B |
| 总资产 | $76.9B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势,按日历期对齐
现金及短期投资
AMD
DJT
| Q4 25 | $10.6B | $439.6M | ||
| Q3 25 | $7.2B | $716.5M | ||
| Q2 25 | $5.9B | $2.0B | ||
| Q1 25 | $7.3B | $759.0M | ||
| Q4 24 | $5.1B | $776.8M | ||
| Q3 24 | $4.5B | $672.9M | ||
| Q2 24 | $5.3B | $344.0M | ||
| Q1 24 | $6.0B | $233.7M |
总债务
AMD
DJT
| Q4 25 | — | $947.1M | ||
| Q3 25 | — | $950.8M | ||
| Q2 25 | — | $944.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AMD
DJT
| Q4 25 | $63.0B | $1.6B | ||
| Q3 25 | $60.8B | $2.3B | ||
| Q2 25 | $59.7B | $2.3B | ||
| Q1 25 | $57.9B | $891.7M | ||
| Q4 24 | $57.6B | $913.6M | ||
| Q3 24 | $57.0B | $816.5M | ||
| Q2 24 | $56.5B | $341.7M | ||
| Q1 24 | $56.2B | $210.3M |
总资产
AMD
DJT
| Q4 25 | $76.9B | $2.6B | ||
| Q3 25 | $76.9B | $3.3B | ||
| Q2 25 | $74.8B | $3.2B | ||
| Q1 25 | $71.5B | $918.9M | ||
| Q4 24 | $69.2B | $938.3M | ||
| Q3 24 | $69.6B | $837.8M | ||
| Q2 24 | $67.9B | $356.5M | ||
| Q1 24 | $67.9B | $274.4M |
负债/权益比
AMD
DJT
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $12.1M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $12.1M |
| 自由现金流率自由现金流/营收 | 23.2% | 1205.3% |
| 资本支出强度资本支出/营收 | 2.2% | 0.4% |
| 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 | $14.2M |
8季度趋势,按日历期对齐
经营现金流
AMD
DJT
| Q4 25 | $2.6B | $12.1M | ||
| Q3 25 | $2.2B | $10.1M | ||
| Q2 25 | $2.0B | $2.3M | ||
| Q1 25 | $939.0M | $-9.7M | ||
| Q4 24 | $1.3B | $-8.3M | ||
| Q3 24 | $628.0M | $-21.9M | ||
| Q2 24 | $593.0M | $-21.4M | ||
| Q1 24 | $521.0M | $-9.3M |
自由现金流
AMD
DJT
| Q4 25 | $2.4B | $12.1M | ||
| Q3 25 | $1.9B | $10.1M | ||
| Q2 25 | $1.7B | $1.8M | ||
| Q1 25 | $727.0M | $-9.7M | ||
| Q4 24 | $1.1B | $-8.3M | ||
| Q3 24 | $496.0M | $-24.8M | ||
| Q2 24 | $439.0M | $-23.6M | ||
| Q1 24 | $379.0M | — |
自由现金流率
AMD
DJT
| Q4 25 | 23.2% | 1205.3% | ||
| Q3 25 | 20.6% | 1034.0% | ||
| Q2 25 | 22.5% | 198.2% | ||
| Q1 25 | 9.8% | -1186.2% | ||
| Q4 24 | 14.2% | -834.1% | ||
| Q3 24 | 7.3% | -2450.8% | ||
| Q2 24 | 7.5% | -2817.6% | ||
| Q1 24 | 6.9% | — |
资本支出强度
AMD
DJT
| Q4 25 | 2.2% | 0.4% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 3.7% | 62.5% | ||
| Q1 25 | 2.9% | 0.4% | ||
| Q4 24 | 2.7% | 0.3% | ||
| Q3 24 | 1.9% | 285.8% | ||
| Q2 24 | 2.6% | 255.9% | ||
| Q1 24 | 2.6% | 0.0% |
现金转化率
AMD
DJT
| 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
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
DJT
暂无分部数据