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超威半导体（AMD）与金罗斯黄金（GOLD）财务数据对比。点击上方公司名可切换其他公司
金罗斯黄金的季度营收约是超威半导体的1.0倍（$10.4B vs $10.3B），超威半导体净利率更高（13.5% vs 0.6%，领先12.9%），金罗斯黄金同比增速更快（244.0% vs 37.8%），过去两年金罗斯黄金的营收复合增速更高（102.5% vs 32.6%）
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。
金罗斯黄金公司是一家总部位于加拿大多伦多的金银开采企业，成立于1993年。目前公司共运营六座在产金矿，矿区分布在巴西、毛里塔尼亚与美国境内，在2019年InvestingNews评选的全球十大黄金开采企业中位列第五。
AMD vs GOLD — 直观对比
营收规模更大
GOLD
是对方的1.0倍
$10.3B
营收增速更快
GOLD
高出206.1%
37.8%
净利率更高
AMD
高出12.9%
0.6%
两年增速更快
GOLD
近两年复合增速
32.6%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $10.4B |
| 净利润 | $1.4B | $59.5M |
| 毛利率 | 52.8% | 1.7% |
| 营业利润率 | 14.4% | — |
| 净利率 | 13.5% | 0.6% |
| 营收同比 | 37.8% | 244.0% |
| 净利润同比 | 95.1% | 411.2% |
| 每股收益（稀释后） | $0.84 | $2.09 |
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AMDGOLD
| Q3 26 | — | $10.4B | ||
| Q1 26 | $10.3B | — | ||
| Q4 25 | $10.3B | $148.1M | ||
| Q3 25 | $9.2B | $3.7B | ||
| Q2 25 | $7.7B | $2.5B | ||
| Q1 25 | $7.4B | $3.0B | ||
| Q4 24 | $7.7B | $2.7B | ||
| Q3 24 | $6.8B | $2.7B |
净利润AMDGOLD
| Q3 26 | — | $59.5M | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.5B | $11.6M | ||
| Q3 25 | $1.2B | $-939.0K | ||
| Q2 25 | $872.0M | $10.3M | ||
| Q1 25 | $709.0M | $-8.5M | ||
| Q4 24 | $482.0M | $6.6M | ||
| Q3 24 | $771.0M | $9.0M |
毛利率AMDGOLD
| Q3 26 | — | 1.7% | ||
| Q1 26 | 52.8% | — | ||
| Q4 25 | 54.3% | 63.0% | ||
| Q3 25 | 51.7% | 2.0% | ||
| Q2 25 | 39.8% | 3.3% | ||
| Q1 25 | 50.2% | 1.4% | ||
| Q4 24 | 50.7% | 1.6% | ||
| Q3 24 | 50.1% | 1.6% |
营业利润率AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | 14.4% | — | ||
| Q4 25 | 17.1% | 10.7% | ||
| Q3 25 | 13.7% | -0.0% | ||
| Q2 25 | -1.7% | 0.5% | ||
| Q1 25 | 10.8% | -0.3% | ||
| Q4 24 | 11.4% | 0.3% | ||
| Q3 24 | 10.6% | 0.4% |
净利率AMDGOLD
| Q3 26 | — | 0.6% | ||
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.7% | 7.9% | ||
| Q3 25 | 13.4% | -0.0% | ||
| Q2 25 | 11.3% | 0.4% | ||
| Q1 25 | 9.5% | -0.3% | ||
| Q4 24 | 6.3% | 0.2% | ||
| Q3 24 | 11.3% | 0.3% |
每股收益（稀释后）AMDGOLD
| Q3 26 | — | $2.09 | ||
| Q1 26 | $0.84 | — | ||
| Q4 25 | $0.92 | $0.46 | ||
| Q3 25 | $0.75 | $-0.04 | ||
| Q2 25 | $0.54 | $0.43 | ||
| Q1 25 | $0.44 | $-0.36 | ||
| Q4 24 | $0.30 | $0.27 | ||
| Q3 24 | $0.47 | $0.37 |
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 | $12.3B | — |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $64.5B | — |
| 总资产 | $79.6B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势，按日历期对齐
现金及短期投资AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | $12.3B | — | ||
| Q4 25 | $10.6B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $5.9B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $4.5B | — |
总债务AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | $2.4B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | $64.5B | — | ||
| Q4 25 | $63.0B | $653.8M | ||
| Q3 25 | $60.8B | $644.0M | ||
| Q2 25 | $59.7B | $649.5M | ||
| Q1 25 | $57.9B | $643.6M | ||
| Q4 24 | $57.6B | $612.7M | ||
| Q3 24 | $57.0B | $611.1M |
总资产AMDGOLD
| Q3 26 | — | $4.2B | ||
| Q1 26 | $79.6B | — | ||
| Q4 25 | $76.9B | $3.8B | ||
| Q3 25 | $76.9B | $2.6B | ||
| Q2 25 | $74.8B | $2.2B | ||
| Q1 25 | $71.5B | $2.2B | ||
| Q4 24 | $69.2B | $1.9B | ||
| Q3 24 | $69.6B | $2.0B |
负债/权益比AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 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 | $3.0B | $153.0M |
| 自由现金流经营现金流 - 资本支出 | $2.6B | — |
| 自由现金流率自由现金流/营收 | 25.0% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 2.14× | 2.57× |
| 过去12个月自由现金流最近4个季度 | $8.6B | — |
8季度趋势，按日历期对齐
经营现金流AMDGOLD
| Q3 26 | — | $153.0M | ||
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.6B | $-42.6M | ||
| Q3 25 | $2.2B | $195.4M | ||
| Q2 25 | $2.0B | $67.0M | ||
| Q1 25 | $939.0M | $102.8M | ||
| Q4 24 | $1.3B | $110.1M | ||
| Q3 24 | $628.0M | $-127.5M |
自由现金流AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.4B | $-46.6M | ||
| Q3 25 | $1.9B | $193.4M | ||
| Q2 25 | $1.7B | $63.1M | ||
| Q1 25 | $727.0M | $100.4M | ||
| Q4 24 | $1.1B | $106.4M | ||
| Q3 24 | $496.0M | $-128.1M |
自由现金流率AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | 25.0% | — | ||
| Q4 25 | 23.2% | -31.5% | ||
| Q3 25 | 20.6% | 5.3% | ||
| Q2 25 | 22.5% | 2.5% | ||
| Q1 25 | 9.8% | 3.3% | ||
| Q4 24 | 14.2% | 3.9% | ||
| Q3 24 | 7.3% | -4.7% |
资本支出强度AMDGOLD
| Q3 26 | — | — | ||
| Q1 26 | 3.8% | — | ||
| Q4 25 | 2.2% | 2.7% | ||
| Q3 25 | 2.8% | 0.1% | ||
| Q2 25 | 3.7% | 0.2% | ||
| Q1 25 | 2.9% | 0.1% | ||
| Q4 24 | 2.7% | 0.1% | ||
| Q3 24 | 1.9% | 0.0% |
现金转化率AMDGOLD
| Q3 26 | — | 2.57× | ||
| Q1 26 | 2.14× | — | ||
| Q4 25 | 1.72× | -3.66× | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.31× | 6.49× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 2.70× | 16.78× | ||
| Q3 24 | 0.81× | -14.20× |
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
| Data Center Segment | $5.8B | 56% |
| Client | $2.9B | 28% |
| Embedded Segment | $873.0M | 9% |
| Gaming | $720.0M | 7% |
GOLD
暂无分部数据
