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超威半导体（AMD）与Genuine Parts Company（GPC）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Genuine Parts Company的1.6倍（$10.3B vs $6.3B），超威半导体净利率更高（13.5% vs 3.0%，领先10.5%），超威半导体同比增速更快（37.8% vs 6.8%），超威半导体自由现金流更多（$2.6B vs $-33.6M），过去两年超威半导体的营收复合增速更高（32.6% vs 2.5%）
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。
Genuine Parts Company（简称GPC）是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商，1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立，现有约6万名员工，业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
AMD vs GPC — 直观对比
营收规模更大
AMD
是对方的1.6倍
$6.3B
营收增速更快
AMD
高出31.0%
6.8%
净利率更高
AMD
高出10.5%
3.0%
自由现金流更多
AMD
多$2.6B
$-33.6M
两年增速更快
AMD
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $6.3B |
| 净利润 | $1.4B | $188.5M |
| 毛利率 | 52.8% | 37.3% |
| 营业利润率 | 14.4% | 67.2% |
| 净利率 | 13.5% | 3.0% |
| 营收同比 | 37.8% | 6.8% |
| 净利润同比 | 95.1% | -3.0% |
| 每股收益（稀释后） | $0.84 | $1.37 |
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AMDGPC
| Q1 26 | $10.3B | $6.3B | ||
| Q4 25 | $10.3B | $6.0B | ||
| Q3 25 | $9.2B | $6.3B | ||
| Q2 25 | $7.7B | $6.2B | ||
| Q1 25 | $7.4B | $5.9B | ||
| Q4 24 | $7.7B | $5.8B | ||
| Q3 24 | $6.8B | $6.0B | ||
| Q2 24 | $5.8B | $6.0B |
净利润AMDGPC
| Q1 26 | $1.4B | $188.5M | ||
| Q4 25 | $1.5B | $-609.5M | ||
| Q3 25 | $1.2B | $226.2M | ||
| Q2 25 | $872.0M | $254.9M | ||
| Q1 25 | $709.0M | $194.4M | ||
| Q4 24 | $482.0M | $133.1M | ||
| Q3 24 | $771.0M | $226.6M | ||
| Q2 24 | $265.0M | $295.5M |
毛利率AMDGPC
| Q1 26 | 52.8% | 37.3% | ||
| Q4 25 | 54.3% | 35.0% | ||
| Q3 25 | 51.7% | 37.4% | ||
| Q2 25 | 39.8% | 37.7% | ||
| Q1 25 | 50.2% | 37.1% | ||
| Q4 24 | 50.7% | 35.9% | ||
| Q3 24 | 50.1% | 36.8% | ||
| Q2 24 | 49.1% | 36.6% |
营业利润率AMDGPC
| Q1 26 | 14.4% | 67.2% | ||
| Q4 25 | 17.1% | -13.8% | ||
| Q3 25 | 13.7% | 4.7% | ||
| Q2 25 | -1.7% | 5.5% | ||
| Q1 25 | 10.8% | 4.3% | ||
| Q4 24 | 11.4% | 2.9% | ||
| Q3 24 | 10.6% | 5.0% | ||
| Q2 24 | 4.6% | 6.5% |
净利率AMDGPC
| Q1 26 | 13.5% | 3.0% | ||
| Q4 25 | 14.7% | -10.1% | ||
| Q3 25 | 13.4% | 3.6% | ||
| Q2 25 | 11.3% | 4.1% | ||
| Q1 25 | 9.5% | 3.3% | ||
| Q4 24 | 6.3% | 2.3% | ||
| Q3 24 | 11.3% | 3.8% | ||
| Q2 24 | 4.5% | 5.0% |
每股收益（稀释后）AMDGPC
| Q1 26 | $0.84 | $1.37 | ||
| Q4 25 | $0.92 | $-4.38 | ||
| Q3 25 | $0.75 | $1.62 | ||
| Q2 25 | $0.54 | $1.83 | ||
| Q1 25 | $0.44 | $1.40 | ||
| Q4 24 | $0.30 | $0.96 | ||
| Q3 24 | $0.47 | $1.62 | ||
| Q2 24 | $0.16 | $2.11 |
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 | $500.0M |
| 总债务越低越好 | $2.4B | $4.6B |
| 股东权益账面价值 | $64.5B | $4.5B |
| 总资产 | $79.6B | $21.0B |
| 负债/权益比越低杠杆越低 | 0.04× | 1.03× |
8季度趋势，按日历期对齐
现金及短期投资AMDGPC
| Q1 26 | $12.3B | $500.0M | ||
| Q4 25 | $10.6B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $5.9B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.3B | — |
总债务AMDGPC
| Q1 26 | $2.4B | $4.6B | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMDGPC
| Q1 26 | $64.5B | $4.5B | ||
| Q4 25 | $63.0B | $4.4B | ||
| Q3 25 | $60.8B | $4.8B | ||
| Q2 25 | $59.7B | $4.7B | ||
| Q1 25 | $57.9B | $4.4B | ||
| Q4 24 | $57.6B | $4.3B | ||
| Q3 24 | $57.0B | $4.7B | ||
| Q2 24 | $56.5B | $4.5B |
总资产AMDGPC
| Q1 26 | $79.6B | $21.0B | ||
| Q4 25 | $76.9B | $20.8B | ||
| Q3 25 | $76.9B | $20.7B | ||
| Q2 25 | $74.8B | $20.4B | ||
| Q1 25 | $71.5B | $19.8B | ||
| Q4 24 | $69.2B | $19.3B | ||
| Q3 24 | $69.6B | $20.3B | ||
| Q2 24 | $67.9B | $18.9B |
负债/权益比AMDGPC
| Q1 26 | 0.04× | 1.03× | ||
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $2.6B | $-33.6M |
| 自由现金流率自由现金流/营收 | 25.0% | -0.5% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $8.6B | $548.0M |
8季度趋势，按日历期对齐
经营现金流AMDGPC
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.6B | $380.1M | ||
| Q3 25 | $2.2B | $341.6M | ||
| Q2 25 | $2.0B | $209.9M | ||
| Q1 25 | $939.0M | $-40.8M | ||
| Q4 24 | $1.3B | $155.0M | ||
| Q3 24 | $628.0M | $484.3M | ||
| Q2 24 | $593.0M | $293.6M |
自由现金流AMDGPC
| Q1 26 | $2.6B | $-33.6M | ||
| Q4 25 | $2.4B | $260.7M | ||
| Q3 25 | $1.9B | $240.0M | ||
| Q2 25 | $1.7B | $81.0M | ||
| Q1 25 | $727.0M | $-160.7M | ||
| Q4 24 | $1.1B | $-26.7M | ||
| Q3 24 | $496.0M | $358.0M | ||
| Q2 24 | $439.0M | $150.1M |
自由现金流率AMDGPC
| Q1 26 | 25.0% | -0.5% | ||
| Q4 25 | 23.2% | 4.3% | ||
| Q3 25 | 20.6% | 3.8% | ||
| Q2 25 | 22.5% | 1.3% | ||
| Q1 25 | 9.8% | -2.7% | ||
| Q4 24 | 14.2% | -0.5% | ||
| Q3 24 | 7.3% | 6.0% | ||
| Q2 24 | 7.5% | 2.5% |
资本支出强度AMDGPC
| Q1 26 | 3.8% | — | ||
| Q4 25 | 2.2% | 2.0% | ||
| Q3 25 | 2.8% | 1.6% | ||
| Q2 25 | 3.7% | 2.1% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 2.7% | 3.1% | ||
| Q3 24 | 1.9% | 2.1% | ||
| Q2 24 | 2.6% | 2.4% |
现金转化率AMDGPC
| Q1 26 | 2.14× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.74× | 1.51× | ||
| Q2 25 | 2.31× | 0.82× | ||
| Q1 25 | 1.32× | -0.21× | ||
| Q4 24 | 2.70× | 1.17× | ||
| Q3 24 | 0.81× | 2.14× | ||
| Q2 24 | 2.24× | 0.99× |
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% |
GPC
暂无分部数据
