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超威半导体（AMD）与宏盟集团（OMC）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宏盟集团的1.6倍（$10.3B vs $6.2B），超威半导体净利率更高（14.7% vs 6.7%，领先8.0%），超威半导体同比增速更快（34.1% vs -16.2%），过去两年超威半导体的营收复合增速更高（37.0% vs 27.3%）
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。
宏盟集团（Omnicom Group）是总部位于美国纽约的全球性传媒、营销及企业传播控股集团，旗下拥有多家行业领先的广告、公关、媒介服务子品牌，为全球各行业客户提供专业整合营销传播解决方案，在全球营销服务领域占据领先市场地位。
AMD vs OMC — 直观对比
营收规模更大
AMD
是对方的1.6倍
$6.2B
营收增速更快
AMD
高出50.3%
-16.2%
净利率更高
AMD
高出8.0%
6.7%
两年增速更快
AMD
近两年复合增速
27.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $6.2B |
| 净利润 | $1.5B | $418.7M |
| 毛利率 | 54.3% | — |
| 营业利润率 | 17.1% | 10.4% |
| 净利率 | 14.7% | 6.7% |
| 营收同比 | 34.1% | -16.2% |
| 净利润同比 | 213.5% | 38.0% |
| 每股收益（稀释后） | $0.92 | $1.35 |
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AMDOMC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $10.3B | $5.5B | ||
| Q3 25 | $9.2B | $4.0B | ||
| Q2 25 | $7.7B | $4.0B | ||
| Q1 25 | $7.4B | $3.7B | ||
| Q4 24 | $7.7B | $4.3B | ||
| Q3 24 | $6.8B | $3.9B | ||
| Q2 24 | $5.8B | $3.9B |
净利润AMDOMC
| Q1 26 | — | $418.7M | ||
| Q4 25 | $1.5B | $-941.1M | ||
| Q3 25 | $1.2B | $341.3M | ||
| Q2 25 | $872.0M | $257.6M | ||
| Q1 25 | $709.0M | $287.7M | ||
| Q4 24 | $482.0M | $448.0M | ||
| Q3 24 | $771.0M | $385.9M | ||
| Q2 24 | $265.0M | $328.1M |
毛利率AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | 54.3% | -10.6% | ||
| Q3 25 | 51.7% | 18.7% | ||
| Q2 25 | 39.8% | 16.6% | ||
| Q1 25 | 50.2% | 17.1% | ||
| Q4 24 | 50.7% | 19.8% | ||
| Q3 24 | 50.1% | 19.6% | ||
| Q2 24 | 49.1% | 17.7% |
营业利润率AMDOMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 17.1% | -17.7% | ||
| Q3 25 | 13.7% | 13.1% | ||
| Q2 25 | -1.7% | 10.9% | ||
| Q1 25 | 10.8% | 12.3% | ||
| Q4 24 | 11.4% | 15.9% | ||
| Q3 24 | 10.6% | 15.5% | ||
| Q2 24 | 4.6% | 13.2% |
净利率AMDOMC
| Q1 26 | — | 6.7% | ||
| Q4 25 | 14.7% | -17.0% | ||
| Q3 25 | 13.4% | 8.5% | ||
| Q2 25 | 11.3% | 6.4% | ||
| Q1 25 | 9.5% | 7.8% | ||
| Q4 24 | 6.3% | 10.4% | ||
| Q3 24 | 11.3% | 9.9% | ||
| Q2 24 | 4.5% | 8.5% |
每股收益（稀释后）AMDOMC
| Q1 26 | — | $1.35 | ||
| Q4 25 | $0.92 | $-4.78 | ||
| Q3 25 | $0.75 | $1.75 | ||
| Q2 25 | $0.54 | $1.31 | ||
| Q1 25 | $0.44 | $1.45 | ||
| Q4 24 | $0.30 | $2.27 | ||
| Q3 24 | $0.47 | $1.95 | ||
| Q2 24 | $0.16 | $1.65 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | — |
| 总资产 | $76.9B | — |
| 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AMDOMC
| Q1 26 | — | — | ||
| 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AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | $63.0B | $12.0B | ||
| Q3 25 | $60.8B | $4.6B | ||
| Q2 25 | $59.7B | $4.5B | ||
| Q1 25 | $57.9B | $4.4B | ||
| Q4 24 | $57.6B | $4.2B | ||
| Q3 24 | $57.0B | $4.0B | ||
| Q2 24 | $56.5B | $3.6B |
总资产AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | $76.9B | $54.4B | ||
| Q3 25 | $76.9B | $28.8B | ||
| Q2 25 | $74.8B | $28.8B | ||
| Q1 25 | $71.5B | $28.1B | ||
| Q4 24 | $69.2B | $29.6B | ||
| Q3 24 | $69.6B | $28.8B | ||
| Q2 24 | $67.9B | $27.3B |
负债/权益比AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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× | — |
| 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AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.2B | $477.5M | ||
| Q2 25 | $2.0B | $210.1M | ||
| Q1 25 | $939.0M | $-786.8M | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $628.0M | $568.7M | ||
| Q2 24 | $593.0M | $-141.7M |
自由现金流AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $3.0B | ||
| Q3 25 | $1.9B | $438.4M | ||
| Q2 25 | $1.7B | $168.0M | ||
| Q1 25 | $727.0M | $-816.3M | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $496.0M | $537.4M | ||
| Q2 24 | $439.0M | $-180.9M |
自由现金流率AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 54.2% | ||
| Q3 25 | 20.6% | 10.9% | ||
| Q2 25 | 22.5% | 4.2% | ||
| Q1 25 | 9.8% | -22.1% | ||
| Q4 24 | 14.2% | 43.5% | ||
| Q3 24 | 7.3% | 13.8% | ||
| Q2 24 | 7.5% | -4.7% |
资本支出强度AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 0.7% | ||
| Q3 25 | 2.8% | 1.0% | ||
| Q2 25 | 3.7% | 1.0% | ||
| Q1 25 | 2.9% | 0.8% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 2.6% | 1.0% |
现金转化率AMDOMC
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.74× | 1.40× | ||
| Q2 25 | 2.31× | 0.82× | ||
| Q1 25 | 1.32× | -2.73× | ||
| Q4 24 | 2.70× | 4.30× | ||
| Q3 24 | 0.81× | 1.47× | ||
| Q2 24 | 2.24× | -0.43× |
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% |
OMC
暂无分部数据
