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超威半导体（AMD）与罗宾汉（HOOD）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罗宾汉的8.0倍（$10.3B vs $1.3B），罗宾汉净利率更高（47.2% vs 14.7%，领先32.4%），超威半导体同比增速更快（34.1% vs 26.5%），过去两年罗宾汉的营收复合增速更高（44.1% 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。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
AMD vs HOOD — 直观对比
营收规模更大
AMD
是对方的8.0倍
$1.3B
营收增速更快
AMD
高出7.6%
26.5%
净利率更高
HOOD
高出32.4%
14.7%
两年增速更快
HOOD
近两年复合增速
37.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $1.3B |
| 净利润 | $1.5B | $605.0M |
| 毛利率 | 54.3% | — |
| 营业利润率 | 17.1% | 51.5% |
| 净利率 | 14.7% | 47.2% |
| 营收同比 | 34.1% | 26.5% |
| 净利润同比 | 213.5% | -34.0% |
| 每股收益（稀释后） | $0.92 | $0.65 |
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AMDHOOD
| Q4 25 | $10.3B | $1.3B | ||
| Q3 25 | $9.2B | $1.3B | ||
| Q2 25 | $7.7B | $989.0M | ||
| Q1 25 | $7.4B | $927.0M | ||
| Q4 24 | $7.7B | $1.0B | ||
| Q3 24 | $6.8B | $637.0M | ||
| Q2 24 | $5.8B | $682.0M | ||
| Q1 24 | $5.5B | $618.0M |
净利润AMDHOOD
| Q4 25 | $1.5B | $605.0M | ||
| Q3 25 | $1.2B | $556.0M | ||
| Q2 25 | $872.0M | $386.0M | ||
| Q1 25 | $709.0M | $336.0M | ||
| Q4 24 | $482.0M | $916.0M | ||
| Q3 24 | $771.0M | $150.0M | ||
| Q2 24 | $265.0M | $188.0M | ||
| Q1 24 | $123.0M | $157.0M |
毛利率AMDHOOD
| Q4 25 | 54.3% | — | ||
| Q3 25 | 51.7% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 50.2% | — | ||
| Q4 24 | 50.7% | — | ||
| Q3 24 | 50.1% | — | ||
| Q2 24 | 49.1% | — | ||
| Q1 24 | 46.8% | — |
营业利润率AMDHOOD
| Q4 25 | 17.1% | 51.5% | ||
| Q3 25 | 13.7% | 49.8% | ||
| Q2 25 | -1.7% | 44.7% | ||
| Q1 25 | 10.8% | 40.0% | ||
| Q4 24 | 11.4% | 55.0% | ||
| Q3 24 | 10.6% | 24.0% | ||
| Q2 24 | 4.6% | 28.0% | ||
| Q1 24 | 0.7% | 26.2% |
净利率AMDHOOD
| Q4 25 | 14.7% | 47.2% | ||
| Q3 25 | 13.4% | 43.6% | ||
| Q2 25 | 11.3% | 39.0% | ||
| Q1 25 | 9.5% | 36.2% | ||
| Q4 24 | 6.3% | 90.3% | ||
| Q3 24 | 11.3% | 23.5% | ||
| Q2 24 | 4.5% | 27.6% | ||
| Q1 24 | 2.2% | 25.4% |
每股收益（稀释后）AMDHOOD
| Q4 25 | $0.92 | $0.65 | ||
| Q3 25 | $0.75 | $0.61 | ||
| Q2 25 | $0.54 | $0.42 | ||
| Q1 25 | $0.44 | $0.37 | ||
| Q4 24 | $0.30 | $1.00 | ||
| Q3 24 | $0.47 | $0.17 | ||
| Q2 24 | $0.16 | $0.21 | ||
| Q1 24 | $0.07 | $0.18 |
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 | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $9.2B |
| 总资产 | $76.9B | $38.1B |
| 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AMDHOOD
| Q4 25 | $10.6B | $4.3B | ||
| Q3 25 | $7.2B | $4.3B | ||
| Q2 25 | $5.9B | $4.2B | ||
| Q1 25 | $7.3B | $4.4B | ||
| Q4 24 | $5.1B | $4.3B | ||
| Q3 24 | $4.5B | $4.6B | ||
| Q2 24 | $5.3B | $4.5B | ||
| Q1 24 | $6.0B | $4.7B |
股东权益AMDHOOD
| Q4 25 | $63.0B | $9.2B | ||
| Q3 25 | $60.8B | $8.6B | ||
| Q2 25 | $59.7B | $8.1B | ||
| Q1 25 | $57.9B | $8.0B | ||
| Q4 24 | $57.6B | $8.0B | ||
| Q3 24 | $57.0B | $7.2B | ||
| Q2 24 | $56.5B | $7.1B | ||
| Q1 24 | $56.2B | $6.9B |
总资产AMDHOOD
| Q4 25 | $76.9B | $38.1B | ||
| Q3 25 | $76.9B | $41.5B | ||
| Q2 25 | $74.8B | $35.3B | ||
| Q1 25 | $71.5B | $27.5B | ||
| Q4 24 | $69.2B | $26.2B | ||
| Q3 24 | $69.6B | $43.2B | ||
| Q2 24 | $67.9B | $41.3B | ||
| Q1 24 | $67.9B | $46.1B |
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 | $-937.0M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | — |
| 自由现金流率自由现金流/营收 | 23.2% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 1.72× | -1.55× |
| 过去12个月自由现金流最近4个季度 | $6.7B | — |
8季度趋势，按日历期对齐
经营现金流AMDHOOD
| Q4 25 | $2.6B | $-937.0M | ||
| Q3 25 | $2.2B | $-1.6B | ||
| Q2 25 | $2.0B | $3.5B | ||
| Q1 25 | $939.0M | $642.0M | ||
| Q4 24 | $1.3B | $-1.4B | ||
| Q3 24 | $628.0M | $1.8B | ||
| Q2 24 | $593.0M | $54.0M | ||
| Q1 24 | $521.0M | $-623.0M |
自由现金流AMDHOOD
| Q4 25 | $2.4B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $727.0M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $496.0M | — | ||
| Q2 24 | $439.0M | — | ||
| Q1 24 | $379.0M | — |
自由现金流率AMDHOOD
| Q4 25 | 23.2% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 14.2% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | 6.9% | — |
资本支出强度AMDHOOD
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 2.6% | — |
现金转化率AMDHOOD
| Q4 25 | 1.72× | -1.55× | ||
| Q3 25 | 1.74× | -2.83× | ||
| Q2 25 | 2.31× | 9.09× | ||
| Q1 25 | 1.32× | 1.91× | ||
| Q4 24 | 2.70× | -1.53× | ||
| Q3 24 | 0.81× | 12.08× | ||
| Q2 24 | 2.24× | 0.29× | ||
| Q1 24 | 4.24× | -3.97× |
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% |
HOOD
| Other | $365.0M | 28% |
| Options | $314.0M | 24% |
| Cryptocurrencies | $221.0M | 17% |
| Other Transaction Based Revenues | $147.0M | 11% |
| Financial Service Other | $96.0M | 7% |
| Equities | $94.0M | 7% |
| Other Revenue | $35.0M | 3% |
| Proxy Revenues | $11.0M | 1% |
