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超威半导体(AMD)与MIND CTI LTD(MNDO)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MIND CTI LTD的2101.9倍($10.3B vs $4.9M)。MIND CTI LTD净利率更高(19.4% vs 14.7%,领先4.7%)。超威半导体自由现金流更多($2.4B vs $4.0M)。过去两年超威半导体的营收复合增速更高(37.0% vs -45.1%)
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。
MIND CTI LTD是一家为语音、数据、视频及内容服务提供计费、客户管理解决方案与消息服务的全球供应商,总部位于以色列约克尼阿姆,同时在美国、罗马尼亚雅西和德国都设有办事处。
AMD vs MNDO — 直观对比
营收规模更大
AMD
是对方的2101.9倍
$4.9M
净利率更高
MNDO
高出4.7%
14.7%
自由现金流更多
AMD
多$2.4B
$4.0M
两年增速更快
AMD
近两年复合增速
-45.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $10.3B | $4.9M |
| 净利润 | $1.5B | $950.0K |
| 毛利率 | 54.3% | 55.4% |
| 营业利润率 | 17.1% | 16.5% |
| 净利率 | 14.7% | 19.4% |
| 营收同比 | 34.1% | — |
| 净利润同比 | 213.5% | — |
| 每股收益(稀释后) | $0.92 | $0.05 |
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
AMD
MNDO
| Q4 25 | $10.3B | $4.9M | ||
| Q3 25 | $9.2B | $16.2M | ||
| Q2 25 | $7.7B | $11.0M | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $7.7B | $5.2M | ||
| Q3 24 | $6.8B | $16.0M | ||
| Q2 24 | $5.8B | $10.7M | ||
| Q1 24 | $5.5B | — |
净利润
AMD
MNDO
| Q4 25 | $1.5B | $950.0K | ||
| Q3 25 | $1.2B | $3.4M | ||
| Q2 25 | $872.0M | $2.5M | ||
| Q1 25 | $709.0M | — | ||
| Q4 24 | $482.0M | $1.2M | ||
| Q3 24 | $771.0M | $3.7M | ||
| Q2 24 | $265.0M | $2.5M | ||
| Q1 24 | $123.0M | — |
毛利率
AMD
MNDO
| Q4 25 | 54.3% | 55.4% | ||
| Q3 25 | 51.7% | 48.3% | ||
| Q2 25 | 39.8% | 50.6% | ||
| Q1 25 | 50.2% | — | ||
| Q4 24 | 50.7% | 55.6% | ||
| Q3 24 | 50.1% | 50.6% | ||
| Q2 24 | 49.1% | 50.4% | ||
| Q1 24 | 46.8% | — |
营业利润率
AMD
MNDO
| Q4 25 | 17.1% | 16.5% | ||
| Q3 25 | 13.7% | 18.8% | ||
| Q2 25 | -1.7% | 21.0% | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 11.4% | 25.4% | ||
| Q3 24 | 10.6% | 22.5% | ||
| Q2 24 | 4.6% | 22.2% | ||
| Q1 24 | 0.7% | — |
净利率
AMD
MNDO
| Q4 25 | 14.7% | 19.4% | ||
| Q3 25 | 13.4% | 20.9% | ||
| Q2 25 | 11.3% | 22.3% | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | 6.3% | 23.8% | ||
| Q3 24 | 11.3% | 23.3% | ||
| Q2 24 | 4.5% | 23.1% | ||
| Q1 24 | 2.2% | — |
每股收益(稀释后)
AMD
MNDO
| Q4 25 | $0.92 | $0.05 | ||
| Q3 25 | $0.75 | $0.16 | ||
| Q2 25 | $0.54 | $0.12 | ||
| Q1 25 | $0.44 | — | ||
| Q4 24 | $0.30 | $0.06 | ||
| Q3 24 | $0.47 | $0.18 | ||
| Q2 24 | $0.16 | $0.12 | ||
| Q1 24 | $0.07 | — |
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 | $8.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $23.0M |
| 总资产 | $76.9B | $30.2M |
| 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
AMD
MNDO
| Q4 25 | $10.6B | $8.3M | ||
| Q3 25 | $7.2B | $4.5M | ||
| Q2 25 | $5.9B | $4.5M | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $5.1B | $4.6M | ||
| Q3 24 | $4.5B | $3.0M | ||
| Q2 24 | $5.3B | $3.0M | ||
| Q1 24 | $6.0B | — |
股东权益
AMD
MNDO
| Q4 25 | $63.0B | $23.0M | ||
| Q3 25 | $60.8B | $24.3M | ||
| Q2 25 | $59.7B | $24.3M | ||
| Q1 25 | $57.9B | — | ||
| Q4 24 | $57.6B | $24.3M | ||
| Q3 24 | $57.0B | $24.5M | ||
| Q2 24 | $56.5B | $24.5M | ||
| Q1 24 | $56.2B | — |
总资产
AMD
MNDO
| Q4 25 | $76.9B | $30.2M | ||
| Q3 25 | $76.9B | $30.7M | ||
| Q2 25 | $74.8B | $30.7M | ||
| Q1 25 | $71.5B | — | ||
| Q4 24 | $69.2B | $30.7M | ||
| Q3 24 | $69.6B | $31.6M | ||
| Q2 24 | $67.9B | $31.6M | ||
| Q1 24 | $67.9B | — |
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 | $4.0M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $4.0M |
| 自由现金流率自由现金流/营收 | 23.2% | 81.0% |
| 资本支出强度资本支出/营收 | 2.2% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.72× | 4.20× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $14.7M |
8季度趋势,按日历期对齐
经营现金流
AMD
MNDO
| Q4 25 | $2.6B | $4.0M | ||
| Q3 25 | $2.2B | $3.8M | ||
| Q2 25 | $2.0B | $2.9M | ||
| Q1 25 | $939.0M | — | ||
| Q4 24 | $1.3B | $4.1M | ||
| Q3 24 | $628.0M | $3.4M | ||
| Q2 24 | $593.0M | $2.4M | ||
| Q1 24 | $521.0M | — |
自由现金流
AMD
MNDO
| Q4 25 | $2.4B | $4.0M | ||
| Q3 25 | $1.9B | $3.8M | ||
| Q2 25 | $1.7B | $2.9M | ||
| Q1 25 | $727.0M | — | ||
| Q4 24 | $1.1B | $4.1M | ||
| Q3 24 | $496.0M | $3.3M | ||
| Q2 24 | $439.0M | $2.4M | ||
| Q1 24 | $379.0M | — |
自由现金流率
AMD
MNDO
| Q4 25 | 23.2% | 81.0% | ||
| Q3 25 | 20.6% | 23.4% | ||
| Q2 25 | 22.5% | 25.8% | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 14.2% | 78.9% | ||
| Q3 24 | 7.3% | 20.8% | ||
| Q2 24 | 7.5% | 22.1% | ||
| Q1 24 | 6.9% | — |
资本支出强度
AMD
MNDO
| Q4 25 | 2.2% | 0.6% | ||
| Q3 25 | 2.8% | 0.0% | ||
| Q2 25 | 3.7% | 0.0% | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.7% | 0.2% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 2.6% | 0.4% | ||
| Q1 24 | 2.6% | — |
现金转化率
AMD
MNDO
| Q4 25 | 1.72× | 4.20× | ||
| Q3 25 | 1.74× | 1.12× | ||
| Q2 25 | 2.31× | 1.16× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 2.70× | 3.32× | ||
| Q3 24 | 0.81× | 0.91× | ||
| Q2 24 | 2.24× | 0.97× | ||
| Q1 24 | 4.24× | — |
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% |
MNDO
暂无分部数据