vs
超威半导体(AMD)与R F INDUSTRIES LTD(RFIL)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R F INDUSTRIES LTD的452.7倍($10.3B vs $22.7M)。超威半导体净利率更高(14.7% vs 0.8%,领先14.0%)。超威半导体同比增速更快(34.1% vs 22.9%)。超威半导体自由现金流更多($2.4B vs $2.0M)。过去两年超威半导体的营收复合增速更高(37.0% vs 29.8%)
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。
妥思卷工业是一家总部位于美国伊利诺伊州芝加哥的糖果制造商,旗下最知名的产品包括同名的Tootsie Roll软糖以及Tootsie Pop棒棒糖,目前其品牌产品销往加拿大、墨西哥等全球超过75个国家。
AMD vs RFIL — 直观对比
营收规模更大
AMD
是对方的452.7倍
$22.7M
营收增速更快
AMD
高出11.2%
22.9%
净利率更高
AMD
高出14.0%
0.8%
自由现金流更多
AMD
多$2.4B
$2.0M
两年增速更快
AMD
近两年复合增速
29.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $10.3B | $22.7M |
| 净利润 | $1.5B | $173.0K |
| 毛利率 | 54.3% | 36.8% |
| 营业利润率 | 17.1% | 4.0% |
| 净利率 | 14.7% | 0.8% |
| 营收同比 | 34.1% | 22.9% |
| 净利润同比 | 213.5% | 172.7% |
| 每股收益(稀释后) | $0.92 | $0.01 |
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
RFIL
| Q4 25 | $10.3B | $22.7M | ||
| Q3 25 | $9.2B | $19.8M | ||
| Q2 25 | $7.7B | $18.9M | ||
| Q1 25 | $7.4B | $19.2M | ||
| Q4 24 | $7.7B | $18.5M | ||
| Q3 24 | $6.8B | $16.8M | ||
| Q2 24 | $5.8B | $16.1M | ||
| Q1 24 | $5.5B | $13.5M |
净利润
AMD
RFIL
| Q4 25 | $1.5B | $173.0K | ||
| Q3 25 | $1.2B | $392.0K | ||
| Q2 25 | $872.0M | $-245.0K | ||
| Q1 25 | $709.0M | $-245.0K | ||
| Q4 24 | $482.0M | $-238.0K | ||
| Q3 24 | $771.0M | $-705.0K | ||
| Q2 24 | $265.0M | $-4.3M | ||
| Q1 24 | $123.0M | $-1.4M |
毛利率
AMD
RFIL
| Q4 25 | 54.3% | 36.8% | ||
| Q3 25 | 51.7% | 34.0% | ||
| Q2 25 | 39.8% | 31.5% | ||
| Q1 25 | 50.2% | 29.8% | ||
| Q4 24 | 50.7% | 31.3% | ||
| Q3 24 | 50.1% | 29.5% | ||
| Q2 24 | 49.1% | 29.9% | ||
| Q1 24 | 46.8% | 24.5% |
营业利润率
AMD
RFIL
| Q4 25 | 17.1% | 4.0% | ||
| Q3 25 | 13.7% | 3.6% | ||
| Q2 25 | -1.7% | 0.6% | ||
| Q1 25 | 10.8% | 0.3% | ||
| Q4 24 | 11.4% | 0.5% | ||
| Q3 24 | 10.6% | -2.5% | ||
| Q2 24 | 4.6% | -2.6% | ||
| Q1 24 | 0.7% | -15.5% |
净利率
AMD
RFIL
| Q4 25 | 14.7% | 0.8% | ||
| Q3 25 | 13.4% | 2.0% | ||
| Q2 25 | 11.3% | -1.3% | ||
| Q1 25 | 9.5% | -1.3% | ||
| Q4 24 | 6.3% | -1.3% | ||
| Q3 24 | 11.3% | -4.2% | ||
| Q2 24 | 4.5% | -26.7% | ||
| Q1 24 | 2.2% | -10.1% |
每股收益(稀释后)
AMD
RFIL
| Q4 25 | $0.92 | $0.01 | ||
| Q3 25 | $0.75 | $0.04 | ||
| Q2 25 | $0.54 | $-0.02 | ||
| Q1 25 | $0.44 | $-0.02 | ||
| Q4 24 | $0.30 | $-0.02 | ||
| Q3 24 | $0.47 | $-0.07 | ||
| Q2 24 | $0.16 | $-0.41 | ||
| Q1 24 | $0.07 | $-0.13 |
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 | $5.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $35.2M |
| 总资产 | $76.9B | $73.0M |
| 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
RFIL
| Q4 25 | $10.6B | $5.1M | ||
| Q3 25 | $7.2B | $3.0M | ||
| Q2 25 | $5.9B | $3.6M | ||
| Q1 25 | $7.3B | $1.3M | ||
| Q4 24 | $5.1B | $839.0K | ||
| Q3 24 | $4.5B | $1.8M | ||
| Q2 24 | $5.3B | $1.4M | ||
| Q1 24 | $6.0B | $4.5M |
股东权益
AMD
RFIL
| Q4 25 | $63.0B | $35.2M | ||
| Q3 25 | $60.8B | $34.8M | ||
| Q2 25 | $59.7B | $34.2M | ||
| Q1 25 | $57.9B | $34.2M | ||
| Q4 24 | $57.6B | $34.1M | ||
| Q3 24 | $57.0B | $34.1M | ||
| Q2 24 | $56.5B | $34.6M | ||
| Q1 24 | $56.2B | $38.7M |
总资产
AMD
RFIL
| Q4 25 | $76.9B | $73.0M | ||
| Q3 25 | $76.9B | $73.2M | ||
| Q2 25 | $74.8B | $72.7M | ||
| Q1 25 | $71.5B | $70.4M | ||
| Q4 24 | $69.2B | $71.0M | ||
| Q3 24 | $69.6B | $71.9M | ||
| Q2 24 | $67.9B | $72.8M | ||
| Q1 24 | $67.9B | $79.1M |
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 | $2.1M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $2.0M |
| 自由现金流率自由现金流/营收 | 23.2% | 9.0% |
| 资本支出强度资本支出/营收 | 2.2% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.72× | 12.13× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $4.3M |
8季度趋势,按日历期对齐
经营现金流
AMD
RFIL
| Q4 25 | $2.6B | $2.1M | ||
| Q3 25 | $2.2B | $-311.0K | ||
| Q2 25 | $2.0B | $2.2M | ||
| Q1 25 | $939.0M | $601.0K | ||
| Q4 24 | $1.3B | $-244.0K | ||
| Q3 24 | $628.0M | $2.4M | ||
| Q2 24 | $593.0M | $197.0K | ||
| Q1 24 | $521.0M | $840.0K |
自由现金流
AMD
RFIL
| Q4 25 | $2.4B | $2.0M | ||
| Q3 25 | $1.9B | $-419.0K | ||
| Q2 25 | $1.7B | $2.2M | ||
| Q1 25 | $727.0M | $574.0K | ||
| Q4 24 | $1.1B | $-418.0K | ||
| Q3 24 | $496.0M | $2.1M | ||
| Q2 24 | $439.0M | $28.0K | ||
| Q1 24 | $379.0M | $697.0K |
自由现金流率
AMD
RFIL
| Q4 25 | 23.2% | 9.0% | ||
| Q3 25 | 20.6% | -2.1% | ||
| Q2 25 | 22.5% | 11.4% | ||
| Q1 25 | 9.8% | 3.0% | ||
| Q4 24 | 14.2% | -2.3% | ||
| Q3 24 | 7.3% | 12.6% | ||
| Q2 24 | 7.5% | 0.2% | ||
| Q1 24 | 6.9% | 5.2% |
资本支出强度
AMD
RFIL
| Q4 25 | 2.2% | 0.3% | ||
| Q3 25 | 2.8% | 0.5% | ||
| Q2 25 | 3.7% | 0.2% | ||
| Q1 25 | 2.9% | 0.1% | ||
| Q4 24 | 2.7% | 0.9% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 2.6% | 1.0% | ||
| Q1 24 | 2.6% | 1.1% |
现金转化率
AMD
RFIL
| Q4 25 | 1.72× | 12.13× | ||
| Q3 25 | 1.74× | -0.79× | ||
| 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% |
RFIL
| US | $20.9M | 92% |
| Non Us | $1.8M | 8% |