vs
超威半导体（AMD）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的40.9倍（$10.3B vs $251.2M）。POWELL INDUSTRIES INC净利率更高（16.5% vs 14.7%，领先1.8%）。超威半导体同比增速更快（34.1% vs 4.0%）。超威半导体自由现金流更多（$2.4B vs $41.6M）。过去两年超威半导体的营收复合增速更高（37.0% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
AMD vs POWL — 直观对比
营收规模更大
AMD
是对方的40.9倍
$251.2M
营收增速更快
AMD
高出30.1%
4.0%
净利率更高
POWL
高出1.8%
14.7%
自由现金流更多
AMD
多$2.3B
$41.6M
两年增速更快
AMD
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $251.2M |
| 净利润 | $1.5B | $41.4M |
| 毛利率 | 54.3% | 28.4% |
| 营业利润率 | 17.1% | 17.0% |
| 净利率 | 14.7% | 16.5% |
| 营收同比 | 34.1% | 4.0% |
| 净利润同比 | 213.5% | 19.1% |
| 每股收益（稀释后） | $0.92 | $3.40 |
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AMDPOWL
| Q4 25 | $10.3B | $251.2M | ||
| Q3 25 | $9.2B | $298.0M | ||
| Q2 25 | $7.7B | $286.3M | ||
| Q1 25 | $7.4B | $278.6M | ||
| Q4 24 | $7.7B | $241.4M | ||
| Q3 24 | $6.8B | $275.1M | ||
| Q2 24 | $5.8B | $288.2M | ||
| Q1 24 | $5.5B | $255.1M |
净利润AMDPOWL
| Q4 25 | $1.5B | $41.4M | ||
| Q3 25 | $1.2B | $51.4M | ||
| Q2 25 | $872.0M | $48.2M | ||
| Q1 25 | $709.0M | $46.3M | ||
| Q4 24 | $482.0M | $34.8M | ||
| Q3 24 | $771.0M | $46.1M | ||
| Q2 24 | $265.0M | $46.2M | ||
| Q1 24 | $123.0M | $33.5M |
毛利率AMDPOWL
| Q4 25 | 54.3% | 28.4% | ||
| Q3 25 | 51.7% | 31.4% | ||
| Q2 25 | 39.8% | 30.7% | ||
| Q1 25 | 50.2% | 29.9% | ||
| Q4 24 | 50.7% | 24.7% | ||
| Q3 24 | 50.1% | 29.2% | ||
| Q2 24 | 49.1% | 28.4% | ||
| Q1 24 | 46.8% | 24.6% |
营业利润率AMDPOWL
| Q4 25 | 17.1% | 17.0% | ||
| Q3 25 | 13.7% | 21.2% | ||
| Q2 25 | -1.7% | 21.0% | ||
| Q1 25 | 10.8% | 21.1% | ||
| Q4 24 | 11.4% | 14.7% | ||
| Q3 24 | 10.6% | 20.4% | ||
| Q2 24 | 4.6% | 19.9% | ||
| Q1 24 | 0.7% | 15.5% |
净利率AMDPOWL
| Q4 25 | 14.7% | 16.5% | ||
| Q3 25 | 13.4% | 17.3% | ||
| Q2 25 | 11.3% | 16.8% | ||
| Q1 25 | 9.5% | 16.6% | ||
| Q4 24 | 6.3% | 14.4% | ||
| Q3 24 | 11.3% | 16.7% | ||
| Q2 24 | 4.5% | 16.0% | ||
| Q1 24 | 2.2% | 13.1% |
每股收益（稀释后）AMDPOWL
| Q4 25 | $0.92 | $3.40 | ||
| Q3 25 | $0.75 | $4.23 | ||
| Q2 25 | $0.54 | $3.96 | ||
| Q1 25 | $0.44 | $3.81 | ||
| Q4 24 | $0.30 | $2.86 | ||
| Q3 24 | $0.47 | $3.77 | ||
| Q2 24 | $0.16 | $3.79 | ||
| Q1 24 | $0.07 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $668.9M |
| 总资产 | $76.9B | $1.1B |
| 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AMDPOWL
| Q4 25 | $10.6B | $500.8M | ||
| Q3 25 | $7.2B | $475.5M | ||
| Q2 25 | $5.9B | $433.0M | ||
| Q1 25 | $7.3B | $389.3M | ||
| Q4 24 | $5.1B | $373.4M | ||
| Q3 24 | $4.5B | $358.4M | ||
| Q2 24 | $5.3B | $374.0M | ||
| Q1 24 | $6.0B | $365.3M |
股东权益AMDPOWL
| Q4 25 | $63.0B | $668.9M | ||
| Q3 25 | $60.8B | $640.8M | ||
| Q2 25 | $59.7B | $594.9M | ||
| Q1 25 | $57.9B | $541.4M | ||
| Q4 24 | $57.6B | $496.3M | ||
| Q3 24 | $57.0B | $483.1M | ||
| Q2 24 | $56.5B | $436.7M | ||
| Q1 24 | $56.2B | $393.8M |
总资产AMDPOWL
| Q4 25 | $76.9B | $1.1B | ||
| Q3 25 | $76.9B | $1.1B | ||
| Q2 25 | $74.8B | $1.0B | ||
| Q1 25 | $71.5B | $965.4M | ||
| Q4 24 | $69.2B | $912.7M | ||
| Q3 24 | $69.6B | $928.2M | ||
| Q2 24 | $67.9B | $869.0M | ||
| Q1 24 | $67.9B | $849.6M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $41.6M |
| 自由现金流率自由现金流/营收 | 23.2% | 16.6% |
| 资本支出强度资本支出/营收 | 2.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.72× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $161.5M |
8季度趋势，按日历期对齐
经营现金流AMDPOWL
| Q4 25 | $2.6B | $43.6M | ||
| Q3 25 | $2.2B | $61.1M | ||
| Q2 25 | $2.0B | $47.4M | ||
| Q1 25 | $939.0M | $22.4M | ||
| Q4 24 | $1.3B | $37.1M | ||
| Q3 24 | $628.0M | $-6.0M | ||
| Q2 24 | $593.0M | $13.8M | ||
| Q1 24 | $521.0M | $17.0M |
自由现金流AMDPOWL
| Q4 25 | $2.4B | $41.6M | ||
| Q3 25 | $1.9B | $59.3M | ||
| Q2 25 | $1.7B | $42.3M | ||
| Q1 25 | $727.0M | $18.3M | ||
| Q4 24 | $1.1B | $34.9M | ||
| Q3 24 | $496.0M | $-14.4M | ||
| Q2 24 | $439.0M | $12.4M | ||
| Q1 24 | $379.0M | $16.1M |
自由现金流率AMDPOWL
| Q4 25 | 23.2% | 16.6% | ||
| Q3 25 | 20.6% | 19.9% | ||
| Q2 25 | 22.5% | 14.8% | ||
| Q1 25 | 9.8% | 6.6% | ||
| Q4 24 | 14.2% | 14.4% | ||
| Q3 24 | 7.3% | -5.3% | ||
| Q2 24 | 7.5% | 4.3% | ||
| Q1 24 | 6.9% | 6.3% |
资本支出强度AMDPOWL
| Q4 25 | 2.2% | 0.8% | ||
| Q3 25 | 2.8% | 0.6% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 2.7% | 0.9% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 2.6% | 0.5% | ||
| Q1 24 | 2.6% | 0.4% |
现金转化率AMDPOWL
| Q4 25 | 1.72× | 1.05× | ||
| Q3 25 | 1.74× | 1.19× | ||
| Q2 25 | 2.31× | 0.98× | ||
| Q1 25 | 1.32× | 0.48× | ||
| Q4 24 | 2.70× | 1.07× | ||
| Q3 24 | 0.81× | -0.13× | ||
| Q2 24 | 2.24× | 0.30× | ||
| Q1 24 | 4.24× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
