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超威半导体（AMD）与MultiSensor AI Holdings, Inc.（MSAI）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MultiSensor AI Holdings, Inc.的7399.1倍（$10.3B vs $1.4M）。超威半导体净利率更高（14.7% vs -164.1%，领先178.8%）。超威半导体同比增速更快（34.1% vs -0.9%）。超威半导体自由现金流更多（$2.4B vs $-2.6M）。过去两年超威半导体的营收复合增速更高（37.0% vs -21.9%）
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。
Figure AI是一家美国机器人技术企业，专注于开发人工智能驱动的人形机器人，由布雷特·阿德科克于2022年创立，阿德科克同时也是知名企业Archer Aviation与Vettery的创始人。
AMD vs MSAI — 直观对比
营收规模更大
AMD
是对方的7399.1倍
$1.4M
营收增速更快
AMD
高出35.0%
-0.9%
净利率更高
AMD
高出178.8%
-164.1%
自由现金流更多
AMD
多$2.4B
$-2.6M
两年增速更快
AMD
近两年复合增速
-21.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $1.4M |
| 净利润 | $1.5B | $-2.3M |
| 毛利率 | 54.3% | — |
| 营业利润率 | 17.1% | -171.6% |
| 净利率 | 14.7% | -164.1% |
| 营收同比 | 34.1% | -0.9% |
| 净利润同比 | 213.5% | 23.7% |
| 每股收益（稀释后） | $0.92 | $-0.02 |
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AMDMSAI
| Q4 25 | $10.3B | $1.4M | ||
| Q3 25 | $9.2B | $1.6M | ||
| Q2 25 | $7.7B | $1.4M | ||
| Q1 25 | $7.4B | $1.2M | ||
| Q4 24 | $7.7B | $1.4M | ||
| Q3 24 | $6.8B | $1.6M | ||
| Q2 24 | $5.8B | $2.1M | ||
| Q1 24 | $5.5B | $2.3M |
净利润AMDMSAI
| Q4 25 | $1.5B | $-2.3M | ||
| Q3 25 | $1.2B | $-1.7M | ||
| Q2 25 | $872.0M | $-3.3M | ||
| Q1 25 | $709.0M | $-4.4M | ||
| Q4 24 | $482.0M | $-3.0M | ||
| Q3 24 | $771.0M | $-8.2M | ||
| Q2 24 | $265.0M | $-6.4M | ||
| Q1 24 | $123.0M | $-3.9M |
毛利率AMDMSAI
| 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AMDMSAI
| Q4 25 | 17.1% | -171.6% | ||
| Q3 25 | 13.7% | -107.6% | ||
| Q2 25 | -1.7% | -233.8% | ||
| Q1 25 | 10.8% | -394.6% | ||
| Q4 24 | 11.4% | -199.6% | ||
| Q3 24 | 10.6% | -541.5% | ||
| Q2 24 | 4.6% | -228.1% | ||
| Q1 24 | 0.7% | -112.7% |
净利率AMDMSAI
| Q4 25 | 14.7% | -164.1% | ||
| Q3 25 | 13.4% | -106.5% | ||
| Q2 25 | 11.3% | -234.1% | ||
| Q1 25 | 9.5% | -379.1% | ||
| Q4 24 | 6.3% | -213.2% | ||
| Q3 24 | 11.3% | -511.5% | ||
| Q2 24 | 4.5% | -300.8% | ||
| Q1 24 | 2.2% | -172.4% |
每股收益（稀释后）AMDMSAI
| Q4 25 | $0.92 | $-0.02 | ||
| Q3 25 | $0.75 | $-0.05 | ||
| Q2 25 | $0.54 | $-0.10 | ||
| Q1 25 | $0.44 | $-0.14 | ||
| Q4 24 | $0.30 | $0.07 | ||
| Q3 24 | $0.47 | $-0.34 | ||
| Q2 24 | $0.16 | $-0.47 | ||
| Q1 24 | $0.07 | $-0.33 |
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 | $24.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $32.0M |
| 总资产 | $76.9B | $35.5M |
| 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AMDMSAI
| Q4 25 | $10.6B | $24.4M | ||
| Q3 25 | $7.2B | $1.1M | ||
| Q2 25 | $5.9B | $3.2M | ||
| Q1 25 | $7.3B | $4.7M | ||
| Q4 24 | $5.1B | $4.4M | ||
| Q3 24 | $4.5B | $8.6M | ||
| Q2 24 | $5.3B | $234.0K | ||
| Q1 24 | $6.0B | $491.0K |
总债务AMDMSAI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $642.0K | ||
| Q1 24 | — | $2.8M |
股东权益AMDMSAI
| Q4 25 | $63.0B | $32.0M | ||
| Q3 25 | $60.8B | $8.3M | ||
| Q2 25 | $59.7B | $9.8M | ||
| Q1 25 | $57.9B | $12.9M | ||
| Q4 24 | $57.6B | $12.3M | ||
| Q3 24 | $57.0B | $15.6M | ||
| Q2 24 | $56.5B | $1.6M | ||
| Q1 24 | $56.2B | $1.4M |
总资产AMDMSAI
| Q4 25 | $76.9B | $35.5M | ||
| Q3 25 | $76.9B | $11.9M | ||
| Q2 25 | $74.8B | $14.6M | ||
| Q1 25 | $71.5B | $16.4M | ||
| Q4 24 | $69.2B | $15.5M | ||
| Q3 24 | $69.6B | $18.9M | ||
| Q2 24 | $67.9B | $16.4M | ||
| Q1 24 | $67.9B | $14.1M |
负债/权益比AMDMSAI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 2.04× |
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 | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $-2.6M |
| 自由现金流率自由现金流/营收 | 23.2% | -187.3% |
| 资本支出强度资本支出/营收 | 2.2% | 26.2% |
| 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 | $-9.7M |
8季度趋势，按日历期对齐
经营现金流AMDMSAI
| Q4 25 | $2.6B | $-2.2M | ||
| Q3 25 | $2.2B | $-1.8M | ||
| Q2 25 | $2.0B | $-804.0K | ||
| Q1 25 | $939.0M | $-3.2M | ||
| Q4 24 | $1.3B | $-3.1M | ||
| Q3 24 | $628.0M | $-12.7M | ||
| Q2 24 | $593.0M | $-303.0K | ||
| Q1 24 | $521.0M | $492.0K |
自由现金流AMDMSAI
| Q4 25 | $2.4B | $-2.6M | ||
| Q3 25 | $1.9B | $-2.1M | ||
| Q2 25 | $1.7B | $-1.3M | ||
| Q1 25 | $727.0M | $-3.6M | ||
| Q4 24 | $1.1B | $-4.1M | ||
| Q3 24 | $496.0M | $-13.2M | ||
| Q2 24 | $439.0M | $-844.0K | ||
| Q1 24 | $379.0M | $-79.0K |
自由现金流率AMDMSAI
| Q4 25 | 23.2% | -187.3% | ||
| Q3 25 | 20.6% | -136.1% | ||
| Q2 25 | 22.5% | -91.5% | ||
| Q1 25 | 9.8% | -308.6% | ||
| Q4 24 | 14.2% | -294.6% | ||
| Q3 24 | 7.3% | -823.2% | ||
| Q2 24 | 7.5% | -39.7% | ||
| Q1 24 | 6.9% | -3.5% |
资本支出强度AMDMSAI
| Q4 25 | 2.2% | 26.2% | ||
| Q3 25 | 2.8% | 21.5% | ||
| Q2 25 | 3.7% | 34.8% | ||
| Q1 25 | 2.9% | 37.2% | ||
| Q4 24 | 2.7% | 76.2% | ||
| Q3 24 | 1.9% | 30.5% | ||
| Q2 24 | 2.6% | 25.5% | ||
| Q1 24 | 2.6% | 25.1% |
现金转化率AMDMSAI
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 2.70× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 2.24× | — | ||
| 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% |
MSAI
暂无分部数据
