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超威半导体（AMD）与亿滋国际（MDLZ）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亿滋国际的1.0倍（$10.3B vs $10.1B），超威半导体净利率更高（14.7% vs 5.6%，领先9.1%），超威半导体同比增速更快（34.1% vs 8.2%），超威半导体自由现金流更多（$2.4B vs $155.0M），过去两年超威半导体的营收复合增速更高（37.0% vs 9.9%）
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。
亿滋国际是总部位于美国芝加哥的跨国休闲食品及饮料巨头，主营糖果、零食等快消品类，业务覆盖全球约160个国家和地区，年营收约265亿美元，2021年位列《财富》美国500强榜单第108名。
AMD vs MDLZ — 直观对比
营收规模更大
AMD
是对方的1.0倍
$10.1B
营收增速更快
AMD
高出25.9%
8.2%
净利率更高
AMD
高出9.1%
5.6%
自由现金流更多
AMD
多$2.2B
$155.0M
两年增速更快
AMD
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $10.1B |
| 净利润 | $1.5B | $564.0M |
| 毛利率 | 54.3% | 27.8% |
| 营业利润率 | 17.1% | 8.0% |
| 净利率 | 14.7% | 5.6% |
| 营收同比 | 34.1% | 8.2% |
| 净利润同比 | 213.5% | 38.6% |
| 每股收益（稀释后） | $0.92 | $0.44 |
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AMDMDLZ
| Q1 26 | — | $10.1B | ||
| Q4 25 | $10.3B | $10.5B | ||
| Q3 25 | $9.2B | $9.7B | ||
| Q2 25 | $7.7B | $9.0B | ||
| Q1 25 | $7.4B | $9.3B | ||
| Q4 24 | $7.7B | $9.6B | ||
| Q3 24 | $6.8B | $9.2B | ||
| Q2 24 | $5.8B | $8.3B |
净利润AMDMDLZ
| Q1 26 | — | $564.0M | ||
| Q4 25 | $1.5B | $665.0M | ||
| Q3 25 | $1.2B | $743.0M | ||
| Q2 25 | $872.0M | $641.0M | ||
| Q1 25 | $709.0M | $402.0M | ||
| Q4 24 | $482.0M | $1.7B | ||
| Q3 24 | $771.0M | $853.0M | ||
| Q2 24 | $265.0M | $601.0M |
毛利率AMDMDLZ
| Q1 26 | — | 27.8% | ||
| Q4 25 | 54.3% | 28.2% | ||
| Q3 25 | 51.7% | 26.8% | ||
| Q2 25 | 39.8% | 32.7% | ||
| Q1 25 | 50.2% | 26.1% | ||
| Q4 24 | 50.7% | 38.6% | ||
| Q3 24 | 50.1% | 32.6% | ||
| Q2 24 | 49.1% | 33.5% |
营业利润率AMDMDLZ
| Q1 26 | — | 8.0% | ||
| Q4 25 | 17.1% | 9.1% | ||
| Q3 25 | 13.7% | 7.6% | ||
| Q2 25 | -1.7% | 13.0% | ||
| Q1 25 | 10.8% | 7.3% | ||
| Q4 24 | 11.4% | 16.8% | ||
| Q3 24 | 10.6% | 12.5% | ||
| Q2 24 | 4.6% | 10.2% |
净利率AMDMDLZ
| Q1 26 | — | 5.6% | ||
| Q4 25 | 14.7% | 6.3% | ||
| Q3 25 | 13.4% | 7.6% | ||
| Q2 25 | 11.3% | 7.1% | ||
| Q1 25 | 9.5% | 4.3% | ||
| Q4 24 | 6.3% | 18.2% | ||
| Q3 24 | 11.3% | 9.3% | ||
| Q2 24 | 4.5% | 7.2% |
每股收益（稀释后）AMDMDLZ
| Q1 26 | — | $0.44 | ||
| Q4 25 | $0.92 | $0.52 | ||
| Q3 25 | $0.75 | $0.57 | ||
| Q2 25 | $0.54 | $0.49 | ||
| Q1 25 | $0.44 | $0.31 | ||
| Q4 24 | $0.30 | $1.30 | ||
| Q3 24 | $0.47 | $0.63 | ||
| Q2 24 | $0.16 | $0.45 |
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 | $1.5B |
| 总债务越低越好 | — | $18.3B |
| 股东权益账面价值 | $63.0B | $25.8B |
| 总资产 | $76.9B | $71.1B |
| 负债/权益比越低杠杆越低 | — | 0.71× |
8季度趋势，按日历期对齐
现金及短期投资AMDMDLZ
| Q1 26 | — | $1.5B | ||
| 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AMDMDLZ
| Q1 26 | — | $18.3B | ||
| Q4 25 | — | $17.2B | ||
| Q3 25 | — | $17.1B | ||
| Q2 25 | — | $18.1B | ||
| Q1 25 | — | $15.8B | ||
| Q4 24 | — | $15.7B | ||
| Q3 24 | — | $16.5B | ||
| Q2 24 | — | $16.1B |
股东权益AMDMDLZ
| Q1 26 | — | $25.8B | ||
| Q4 25 | $63.0B | $25.8B | ||
| Q3 25 | $60.8B | $26.2B | ||
| Q2 25 | $59.7B | $26.2B | ||
| Q1 25 | $57.9B | $25.8B | ||
| Q4 24 | $57.6B | $26.9B | ||
| Q3 24 | $57.0B | $27.9B | ||
| Q2 24 | $56.5B | $27.7B |
总资产AMDMDLZ
| Q1 26 | — | $71.1B | ||
| Q4 25 | $76.9B | $71.5B | ||
| Q3 25 | $76.9B | $71.4B | ||
| Q2 25 | $74.8B | $71.0B | ||
| Q1 25 | $71.5B | $68.9B | ||
| Q4 24 | $69.2B | $68.5B | ||
| Q3 24 | $69.6B | $72.2B | ||
| Q2 24 | $67.9B | $73.1B |
负债/权益比AMDMDLZ
| Q1 26 | — | 0.71× | ||
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.58× |
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 | $467.0M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $155.0M |
| 自由现金流率自由现金流/营收 | 23.2% | 1.5% |
| 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× | 0.83× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $2.6B |
8季度趋势，按日历期对齐
经营现金流AMDMDLZ
| Q1 26 | — | $467.0M | ||
| Q4 25 | $2.6B | $2.4B | ||
| Q3 25 | $2.2B | $717.0M | ||
| Q2 25 | $2.0B | $308.0M | ||
| Q1 25 | $939.0M | $1.1B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $628.0M | $1.3B | ||
| Q2 24 | $593.0M | $822.0M |
自由现金流AMDMDLZ
| Q1 26 | — | $155.0M | ||
| Q4 25 | $2.4B | $2.0B | ||
| Q3 25 | $1.9B | $418.0M | ||
| Q2 25 | $1.7B | $3.0M | ||
| Q1 25 | $727.0M | $815.0M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $496.0M | $989.0M | ||
| Q2 24 | $439.0M | $455.0M |
自由现金流率AMDMDLZ
| Q1 26 | — | 1.5% | ||
| Q4 25 | 23.2% | 19.0% | ||
| Q3 25 | 20.6% | 4.3% | ||
| Q2 25 | 22.5% | 0.0% | ||
| Q1 25 | 9.8% | 8.8% | ||
| Q4 24 | 14.2% | 11.0% | ||
| Q3 24 | 7.3% | 10.7% | ||
| Q2 24 | 7.5% | 5.5% |
资本支出强度AMDMDLZ
| Q1 26 | — | 3.1% | ||
| Q4 25 | 2.2% | 3.8% | ||
| Q3 25 | 2.8% | 3.1% | ||
| Q2 25 | 3.7% | 3.4% | ||
| Q1 25 | 2.9% | 3.0% | ||
| Q4 24 | 2.7% | 4.2% | ||
| Q3 24 | 1.9% | 3.4% | ||
| Q2 24 | 2.6% | 4.4% |
现金转化率AMDMDLZ
| Q1 26 | — | 0.83× | ||
| Q4 25 | 1.72× | 3.60× | ||
| Q3 25 | 1.74× | 0.97× | ||
| Q2 25 | 2.31× | 0.48× | ||
| Q1 25 | 1.32× | 2.72× | ||
| Q4 24 | 2.70× | 0.84× | ||
| Q3 24 | 0.81× | 1.53× | ||
| Q2 24 | 2.24× | 1.37× |
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% |
MDLZ
暂无分部数据
