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超威半导体（AMD）与力特（LFUS）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力特的17.3倍（$10.3B vs $593.9M）。超威半导体净利率更高（14.7% vs -40.8%，领先55.5%）。超威半导体同比增速更快（34.1% vs 12.2%）。超威半导体自由现金流更多（$2.4B vs $119.7M）。过去两年超威半导体的营收复合增速更高（37.0% vs 5.3%）
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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
AMD vs LFUS — 直观对比
营收规模更大
AMD
是对方的17.3倍
$593.9M
营收增速更快
AMD
高出21.9%
12.2%
净利率更高
AMD
高出55.5%
-40.8%
自由现金流更多
AMD
多$2.3B
$119.7M
两年增速更快
AMD
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $593.9M |
| 净利润 | $1.5B | $-242.1M |
| 毛利率 | 54.3% | 38.0% |
| 营业利润率 | 17.1% | -37.5% |
| 净利率 | 14.7% | -40.8% |
| 营收同比 | 34.1% | 12.2% |
| 净利润同比 | 213.5% | -367.6% |
| 每股收益（稀释后） | $0.92 | $-9.71 |
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AMDLFUS
| Q4 25 | $10.3B | $593.9M | ||
| Q3 25 | $9.2B | $624.6M | ||
| Q2 25 | $7.7B | $613.4M | ||
| Q1 25 | $7.4B | $554.3M | ||
| Q4 24 | $7.7B | $529.5M | ||
| Q3 24 | $6.8B | $567.4M | ||
| Q2 24 | $5.8B | $558.5M | ||
| Q1 24 | $5.5B | $535.4M |
净利润AMDLFUS
| Q4 25 | $1.5B | $-242.1M | ||
| Q3 25 | $1.2B | $69.5M | ||
| Q2 25 | $872.0M | $57.3M | ||
| Q1 25 | $709.0M | $43.6M | ||
| Q4 24 | $482.0M | $-51.8M | ||
| Q3 24 | $771.0M | $58.1M | ||
| Q2 24 | $265.0M | $45.5M | ||
| Q1 24 | $123.0M | $48.5M |
毛利率AMDLFUS
| Q4 25 | 54.3% | 38.0% | ||
| Q3 25 | 51.7% | 38.6% | ||
| Q2 25 | 39.8% | 37.8% | ||
| Q1 25 | 50.2% | 37.4% | ||
| Q4 24 | 50.7% | 33.4% | ||
| Q3 24 | 50.1% | 38.1% | ||
| Q2 24 | 49.1% | 37.1% | ||
| Q1 24 | 46.8% | 35.1% |
营业利润率AMDLFUS
| Q4 25 | 17.1% | -37.5% | ||
| Q3 25 | 13.7% | 15.6% | ||
| Q2 25 | -1.7% | 15.1% | ||
| Q1 25 | 10.8% | 12.7% | ||
| Q4 24 | 11.4% | -9.3% | ||
| Q3 24 | 10.6% | 15.5% | ||
| Q2 24 | 4.6% | 11.7% | ||
| Q1 24 | 0.7% | 10.3% |
净利率AMDLFUS
| Q4 25 | 14.7% | -40.8% | ||
| Q3 25 | 13.4% | 11.1% | ||
| Q2 25 | 11.3% | 9.3% | ||
| Q1 25 | 9.5% | 7.9% | ||
| Q4 24 | 6.3% | -9.8% | ||
| Q3 24 | 11.3% | 10.2% | ||
| Q2 24 | 4.5% | 8.1% | ||
| Q1 24 | 2.2% | 9.0% |
每股收益（稀释后）AMDLFUS
| Q4 25 | $0.92 | $-9.71 | ||
| Q3 25 | $0.75 | $2.77 | ||
| Q2 25 | $0.54 | $2.30 | ||
| Q1 25 | $0.44 | $1.75 | ||
| Q4 24 | $0.30 | $-2.07 | ||
| Q3 24 | $0.47 | $2.32 | ||
| Q2 24 | $0.16 | $1.82 | ||
| Q1 24 | $0.07 | $1.93 |
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 | $563.7M |
| 总债务越低越好 | — | $802.6M |
| 股东权益账面价值 | $63.0B | $2.4B |
| 总资产 | $76.9B | $4.0B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AMDLFUS
| Q4 25 | $10.6B | $563.7M | ||
| Q3 25 | $7.2B | $815.0M | ||
| Q2 25 | $5.9B | $685.5M | ||
| Q1 25 | $7.3B | $619.7M | ||
| Q4 24 | $5.1B | $725.9M | ||
| Q3 24 | $4.5B | $630.7M | ||
| Q2 24 | $5.3B | $562.7M | ||
| Q1 24 | $6.0B | $562.4M |
总债务AMDLFUS
| Q4 25 | — | $802.6M | ||
| Q3 25 | — | $805.8M | ||
| Q2 25 | — | $810.2M | ||
| Q1 25 | — | $805.7M | ||
| Q4 24 | — | $856.1M | ||
| Q3 24 | — | $867.7M | ||
| Q2 24 | — | $863.5M | ||
| Q1 24 | — | $866.7M |
股东权益AMDLFUS
| Q4 25 | $63.0B | $2.4B | ||
| Q3 25 | $60.8B | $2.7B | ||
| Q2 25 | $59.7B | $2.6B | ||
| Q1 25 | $57.9B | $2.5B | ||
| Q4 24 | $57.6B | $2.4B | ||
| Q3 24 | $57.0B | $2.6B | ||
| Q2 24 | $56.5B | $2.5B | ||
| Q1 24 | $56.2B | $2.5B |
总资产AMDLFUS
| Q4 25 | $76.9B | $4.0B | ||
| Q3 25 | $76.9B | $4.2B | ||
| Q2 25 | $74.8B | $4.1B | ||
| Q1 25 | $71.5B | $3.9B | ||
| Q4 24 | $69.2B | $3.9B | ||
| Q3 24 | $69.6B | $4.1B | ||
| Q2 24 | $67.9B | $3.9B | ||
| Q1 24 | $67.9B | $3.9B |
负债/权益比AMDLFUS
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $119.7M |
| 自由现金流率自由现金流/营收 | 23.2% | 20.2% |
| 资本支出强度资本支出/营收 | 2.2% | 3.2% |
| 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 | $366.1M |
8季度趋势，按日历期对齐
经营现金流AMDLFUS
| Q4 25 | $2.6B | $138.7M | ||
| Q3 25 | $2.2B | $146.9M | ||
| Q2 25 | $2.0B | $82.5M | ||
| Q1 25 | $939.0M | $65.8M | ||
| Q4 24 | $1.3B | $160.6M | ||
| Q3 24 | $628.0M | $80.4M | ||
| Q2 24 | $593.0M | $69.4M | ||
| Q1 24 | $521.0M | $57.1M |
自由现金流AMDLFUS
| Q4 25 | $2.4B | $119.7M | ||
| Q3 25 | $1.9B | $131.2M | ||
| Q2 25 | $1.7B | $72.6M | ||
| Q1 25 | $727.0M | $42.7M | ||
| Q4 24 | $1.1B | $134.8M | ||
| Q3 24 | $496.0M | $65.0M | ||
| Q2 24 | $439.0M | $50.3M | ||
| Q1 24 | $379.0M | $41.6M |
自由现金流率AMDLFUS
| Q4 25 | 23.2% | 20.2% | ||
| Q3 25 | 20.6% | 21.0% | ||
| Q2 25 | 22.5% | 11.8% | ||
| Q1 25 | 9.8% | 7.7% | ||
| Q4 24 | 14.2% | 25.5% | ||
| Q3 24 | 7.3% | 11.5% | ||
| Q2 24 | 7.5% | 9.0% | ||
| Q1 24 | 6.9% | 7.8% |
资本支出强度AMDLFUS
| Q4 25 | 2.2% | 3.2% | ||
| Q3 25 | 2.8% | 2.5% | ||
| Q2 25 | 3.7% | 1.6% | ||
| Q1 25 | 2.9% | 4.2% | ||
| Q4 24 | 2.7% | 4.9% | ||
| Q3 24 | 1.9% | 2.7% | ||
| Q2 24 | 2.6% | 3.4% | ||
| Q1 24 | 2.6% | 2.9% |
现金转化率AMDLFUS
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.74× | 2.11× | ||
| Q2 25 | 2.31× | 1.44× | ||
| Q1 25 | 1.32× | 1.51× | ||
| Q4 24 | 2.70× | — | ||
| Q3 24 | 0.81× | 1.39× | ||
| Q2 24 | 2.24× | 1.53× | ||
| Q1 24 | 4.24× | 1.18× |
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% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
