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超威半导体（AMD）与富兰克林电气（FELE）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富兰克林电气的20.3倍（$10.3B vs $506.9M）。超威半导体净利率更高（14.7% vs 7.7%，领先7.0%）。超威半导体同比增速更快（34.1% vs 4.3%）。超威半导体自由现金流更多（$2.4B vs $88.7M）。过去两年超威半导体的营收复合增速更高（37.0% vs 4.9%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
AMD vs FELE — 直观对比
营收规模更大
AMD
是对方的20.3倍
$506.9M
营收增速更快
AMD
高出29.8%
4.3%
净利率更高
AMD
高出7.0%
7.7%
自由现金流更多
AMD
多$2.3B
$88.7M
两年增速更快
AMD
近两年复合增速
4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $506.9M |
| 净利润 | $1.5B | $39.3M |
| 毛利率 | 54.3% | 33.8% |
| 营业利润率 | 17.1% | 10.2% |
| 净利率 | 14.7% | 7.7% |
| 营收同比 | 34.1% | 4.3% |
| 净利润同比 | 213.5% | 16.6% |
| 每股收益（稀释后） | $0.92 | $0.87 |
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AMDFELE
| Q4 25 | $10.3B | $506.9M | ||
| Q3 25 | $9.2B | $581.7M | ||
| Q2 25 | $7.7B | $587.4M | ||
| Q1 25 | $7.4B | $455.2M | ||
| Q4 24 | $7.7B | $485.7M | ||
| Q3 24 | $6.8B | $531.4M | ||
| Q2 24 | $5.8B | $543.3M | ||
| Q1 24 | $5.5B | $460.9M |
净利润AMDFELE
| Q4 25 | $1.5B | $39.3M | ||
| Q3 25 | $1.2B | $16.7M | ||
| Q2 25 | $872.0M | $60.1M | ||
| Q1 25 | $709.0M | $31.0M | ||
| Q4 24 | $482.0M | $33.7M | ||
| Q3 24 | $771.0M | $54.6M | ||
| Q2 24 | $265.0M | $59.1M | ||
| Q1 24 | $123.0M | $33.0M |
毛利率AMDFELE
| Q4 25 | 54.3% | 33.8% | ||
| Q3 25 | 51.7% | 35.9% | ||
| Q2 25 | 39.8% | 36.1% | ||
| Q1 25 | 50.2% | 36.0% | ||
| Q4 24 | 50.7% | 33.8% | ||
| Q3 24 | 50.1% | 35.7% | ||
| Q2 24 | 49.1% | 36.8% | ||
| Q1 24 | 46.8% | 35.5% |
营业利润率AMDFELE
| Q4 25 | 17.1% | 10.2% | ||
| Q3 25 | 13.7% | 14.6% | ||
| Q2 25 | -1.7% | 15.0% | ||
| Q1 25 | 10.8% | 9.7% | ||
| Q4 24 | 11.4% | 8.9% | ||
| Q3 24 | 10.6% | 13.8% | ||
| Q2 24 | 4.6% | 14.6% | ||
| Q1 24 | 0.7% | 10.4% |
净利率AMDFELE
| Q4 25 | 14.7% | 7.7% | ||
| Q3 25 | 13.4% | 2.9% | ||
| Q2 25 | 11.3% | 10.2% | ||
| Q1 25 | 9.5% | 6.8% | ||
| Q4 24 | 6.3% | 6.9% | ||
| Q3 24 | 11.3% | 10.3% | ||
| Q2 24 | 4.5% | 10.9% | ||
| Q1 24 | 2.2% | 7.2% |
每股收益（稀释后）AMDFELE
| Q4 25 | $0.92 | $0.87 | ||
| Q3 25 | $0.75 | $0.37 | ||
| Q2 25 | $0.54 | $1.31 | ||
| Q1 25 | $0.44 | $0.67 | ||
| Q4 24 | $0.30 | $0.73 | ||
| Q3 24 | $0.47 | $1.17 | ||
| Q2 24 | $0.16 | $1.26 | ||
| Q1 24 | $0.07 | $0.70 |
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 | $99.7M |
| 总债务越低越好 | — | $135.2M |
| 股东权益账面价值 | $63.0B | $1.3B |
| 总资产 | $76.9B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资AMDFELE
| Q4 25 | $10.6B | $99.7M | ||
| Q3 25 | $7.2B | $102.9M | ||
| Q2 25 | $5.9B | $104.6M | ||
| Q1 25 | $7.3B | $84.0M | ||
| Q4 24 | $5.1B | $220.5M | ||
| Q3 24 | $4.5B | $106.3M | ||
| Q2 24 | $5.3B | $58.1M | ||
| Q1 24 | $6.0B | $65.3M |
总债务AMDFELE
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M | ||
| Q1 24 | — | $87.4M |
股东权益AMDFELE
| Q4 25 | $63.0B | $1.3B | ||
| Q3 25 | $60.8B | $1.3B | ||
| Q2 25 | $59.7B | $1.3B | ||
| Q1 25 | $57.9B | $1.3B | ||
| Q4 24 | $57.6B | $1.3B | ||
| Q3 24 | $57.0B | $1.3B | ||
| Q2 24 | $56.5B | $1.2B | ||
| Q1 24 | $56.2B | $1.2B |
总资产AMDFELE
| Q4 25 | $76.9B | $1.9B | ||
| Q3 25 | $76.9B | $2.0B | ||
| Q2 25 | $74.8B | $2.0B | ||
| Q1 25 | $71.5B | $1.9B | ||
| Q4 24 | $69.2B | $1.8B | ||
| Q3 24 | $69.6B | $1.8B | ||
| Q2 24 | $67.9B | $1.8B | ||
| Q1 24 | $67.9B | $1.8B |
负债/权益比AMDFELE
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.07× |
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 | $104.2M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $88.7M |
| 自由现金流率自由现金流/营收 | 23.2% | 17.5% |
| 资本支出强度资本支出/营收 | 2.2% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.72× | 2.65× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $193.5M |
8季度趋势，按日历期对齐
经营现金流AMDFELE
| Q4 25 | $2.6B | $104.2M | ||
| Q3 25 | $2.2B | $102.7M | ||
| Q2 25 | $2.0B | $51.5M | ||
| Q1 25 | $939.0M | $-19.5M | ||
| Q4 24 | $1.3B | $110.3M | ||
| Q3 24 | $628.0M | $116.1M | ||
| Q2 24 | $593.0M | $36.4M | ||
| Q1 24 | $521.0M | $-1.4M |
自由现金流AMDFELE
| Q4 25 | $2.4B | $88.7M | ||
| Q3 25 | $1.9B | $91.3M | ||
| Q2 25 | $1.7B | $39.9M | ||
| Q1 25 | $727.0M | $-26.3M | ||
| Q4 24 | $1.1B | $97.5M | ||
| Q3 24 | $496.0M | $106.6M | ||
| Q2 24 | $439.0M | $26.1M | ||
| Q1 24 | $379.0M | $-10.5M |
自由现金流率AMDFELE
| Q4 25 | 23.2% | 17.5% | ||
| Q3 25 | 20.6% | 15.7% | ||
| Q2 25 | 22.5% | 6.8% | ||
| Q1 25 | 9.8% | -5.8% | ||
| Q4 24 | 14.2% | 20.1% | ||
| Q3 24 | 7.3% | 20.1% | ||
| Q2 24 | 7.5% | 4.8% | ||
| Q1 24 | 6.9% | -2.3% |
资本支出强度AMDFELE
| Q4 25 | 2.2% | 3.1% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 3.7% | 2.0% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 2.7% | 2.6% | ||
| Q3 24 | 1.9% | 1.8% | ||
| Q2 24 | 2.6% | 1.9% | ||
| Q1 24 | 2.6% | 2.0% |
现金转化率AMDFELE
| Q4 25 | 1.72× | 2.65× | ||
| Q3 25 | 1.74× | 6.14× | ||
| Q2 25 | 2.31× | 0.86× | ||
| Q1 25 | 1.32× | -0.63× | ||
| Q4 24 | 2.70× | 3.28× | ||
| Q3 24 | 0.81× | 2.13× | ||
| Q2 24 | 2.24× | 0.62× | ||
| Q1 24 | 4.24× | -0.04× |
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% |
FELE
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