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超威半导体（AMD）与null（TISI）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null的45.7倍（$10.3B vs $224.8M）。超威半导体净利率更高（14.7% vs -1.7%，领先16.4%）。超威半导体同比增速更快（34.1% vs 5.4%）。超威半导体自由现金流更多（$2.4B vs $14.6M）。过去两年超威半导体的营收复合增速更高（37.0% vs 6.1%）
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。
TeamViewer SE是一家总部位于德国哥平根的国际科技企业，核心产品是同名的TeamViewer远程访问与支持软件。借助该软件，用户可对电脑、机器及各类设备实现远程连接、监控与控制，目前已广泛应用于多个行业，可助力实现产业价值链流程的数字化。
AMD vs TISI — 直观对比
营收规模更大
AMD
是对方的45.7倍
$224.8M
营收增速更快
AMD
高出28.7%
5.4%
净利率更高
AMD
高出16.4%
-1.7%
自由现金流更多
AMD
多$2.4B
$14.6M
两年增速更快
AMD
近两年复合增速
6.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $224.8M |
| 净利润 | $1.5B | $-3.8M |
| 毛利率 | 54.3% | 25.9% |
| 营业利润率 | 17.1% | 2.9% |
| 净利率 | 14.7% | -1.7% |
| 营收同比 | 34.1% | 5.4% |
| 净利润同比 | 213.5% | 47.4% |
| 每股收益（稀释后） | $0.92 | $-1.46 |
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AMDTISI
| Q4 25 | $10.3B | $224.8M | ||
| Q3 25 | $9.2B | $225.0M | ||
| Q2 25 | $7.7B | $248.0M | ||
| Q1 25 | $7.4B | $198.7M | ||
| Q4 24 | $7.7B | $213.3M | ||
| Q3 24 | $6.8B | $210.8M | ||
| Q2 24 | $5.8B | $228.6M | ||
| Q1 24 | $5.5B | $199.6M |
净利润AMDTISI
| Q4 25 | $1.5B | $-3.8M | ||
| Q3 25 | $1.2B | $-11.4M | ||
| Q2 25 | $872.0M | $-4.3M | ||
| Q1 25 | $709.0M | $-29.7M | ||
| Q4 24 | $482.0M | $-7.2M | ||
| Q3 24 | $771.0M | $-11.1M | ||
| Q2 24 | $265.0M | $-2.8M | ||
| Q1 24 | $123.0M | $-17.2M |
毛利率AMDTISI
| Q4 25 | 54.3% | 25.9% | ||
| Q3 25 | 51.7% | 25.8% | ||
| Q2 25 | 39.8% | 27.5% | ||
| Q1 25 | 50.2% | 23.8% | ||
| Q4 24 | 50.7% | 26.9% | ||
| Q3 24 | 50.1% | 25.4% | ||
| Q2 24 | 49.1% | 27.8% | ||
| Q1 24 | 46.8% | 24.4% |
营业利润率AMDTISI
| Q4 25 | 17.1% | 2.9% | ||
| Q3 25 | 13.7% | 0.6% | ||
| Q2 25 | -1.7% | 4.9% | ||
| Q1 25 | 10.8% | -3.0% | ||
| Q4 24 | 11.4% | 1.0% | ||
| Q3 24 | 10.6% | 1.5% | ||
| Q2 24 | 4.6% | 4.9% | ||
| Q1 24 | 0.7% | -3.2% |
净利率AMDTISI
| Q4 25 | 14.7% | -1.7% | ||
| Q3 25 | 13.4% | -5.1% | ||
| Q2 25 | 11.3% | -1.7% | ||
| Q1 25 | 9.5% | -15.0% | ||
| Q4 24 | 6.3% | -3.4% | ||
| Q3 24 | 11.3% | -5.3% | ||
| Q2 24 | 4.5% | -1.2% | ||
| Q1 24 | 2.2% | -8.6% |
每股收益（稀释后）AMDTISI
| Q4 25 | $0.92 | $-1.46 | ||
| Q3 25 | $0.75 | $-2.68 | ||
| Q2 25 | $0.54 | $-0.95 | ||
| Q1 25 | $0.44 | $-6.61 | ||
| Q4 24 | $0.30 | $-1.60 | ||
| Q3 24 | $0.47 | $-2.52 | ||
| Q2 24 | $0.16 | $-0.63 | ||
| Q1 24 | $0.07 | $-3.89 |
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 | $18.1M |
| 总债务越低越好 | — | $293.3M |
| 股东权益账面价值 | $63.0B | $-24.5M |
| 总资产 | $76.9B | $485.5M |
| 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AMDTISI
| Q4 25 | $10.6B | $18.1M | ||
| Q3 25 | $7.2B | $14.8M | ||
| Q2 25 | $5.9B | $20.7M | ||
| Q1 25 | $7.3B | $16.8M | ||
| Q4 24 | $5.1B | $35.5M | ||
| Q3 24 | $4.5B | $19.1M | ||
| Q2 24 | $5.3B | $22.5M | ||
| Q1 24 | $6.0B | $24.2M |
总债务AMDTISI
| Q4 25 | — | $293.3M | ||
| Q3 25 | — | $298.8M | ||
| Q2 25 | — | $366.4M | ||
| Q1 25 | — | $349.8M | ||
| Q4 24 | — | $318.6M | ||
| Q3 24 | — | $314.2M | ||
| Q2 24 | — | $313.0M | ||
| Q1 24 | — | $300.0M |
股东权益AMDTISI
| Q4 25 | $63.0B | $-24.5M | ||
| Q3 25 | $60.8B | $-17.7M | ||
| Q2 25 | $59.7B | $-22.9M | ||
| Q1 25 | $57.9B | $-26.0M | ||
| Q4 24 | $57.6B | $1.7M | ||
| Q3 24 | $57.0B | $17.9M | ||
| Q2 24 | $56.5B | $23.9M | ||
| Q1 24 | $56.2B | $26.3M |
总资产AMDTISI
| Q4 25 | $76.9B | $485.5M | ||
| Q3 25 | $76.9B | $531.0M | ||
| Q2 25 | $74.8B | $548.4M | ||
| Q1 25 | $71.5B | $515.2M | ||
| Q4 24 | $69.2B | $528.4M | ||
| Q3 24 | $69.6B | $545.4M | ||
| Q2 24 | $67.9B | $549.6M | ||
| Q1 24 | $67.9B | $535.5M |
负债/权益比AMDTISI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 183.33× | ||
| Q3 24 | — | 17.55× | ||
| Q2 24 | — | 13.11× | ||
| Q1 24 | — | 11.41× |
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 | $16.8M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $14.6M |
| 自由现金流率自由现金流/营收 | 23.2% | 6.5% |
| 资本支出强度资本支出/营收 | 2.2% | 0.9% |
| 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 | $-20.6M |
8季度趋势，按日历期对齐
经营现金流AMDTISI
| Q4 25 | $2.6B | $16.8M | ||
| Q3 25 | $2.2B | $3.9M | ||
| Q2 25 | $2.0B | $-3.3M | ||
| Q1 25 | $939.0M | $-28.7M | ||
| Q4 24 | $1.3B | $21.6M | ||
| Q3 24 | $628.0M | $5.6M | ||
| Q2 24 | $593.0M | $-6.4M | ||
| Q1 24 | $521.0M | $1.9M |
自由现金流AMDTISI
| Q4 25 | $2.4B | $14.6M | ||
| Q3 25 | $1.9B | $1.0M | ||
| Q2 25 | $1.7B | $-6.3M | ||
| Q1 25 | $727.0M | $-30.1M | ||
| Q4 24 | $1.1B | $19.6M | ||
| Q3 24 | $496.0M | $3.9M | ||
| Q2 24 | $439.0M | $-9.1M | ||
| Q1 24 | $379.0M | $-1.1M |
自由现金流率AMDTISI
| Q4 25 | 23.2% | 6.5% | ||
| Q3 25 | 20.6% | 0.5% | ||
| Q2 25 | 22.5% | -2.5% | ||
| Q1 25 | 9.8% | -15.1% | ||
| Q4 24 | 14.2% | 9.2% | ||
| Q3 24 | 7.3% | 1.9% | ||
| Q2 24 | 7.5% | -4.0% | ||
| Q1 24 | 6.9% | -0.6% |
资本支出强度AMDTISI
| Q4 25 | 2.2% | 0.9% | ||
| Q3 25 | 2.8% | 1.3% | ||
| Q2 25 | 3.7% | 1.2% | ||
| Q1 25 | 2.9% | 0.7% | ||
| Q4 24 | 2.7% | 0.9% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 2.6% | 1.2% | ||
| Q1 24 | 2.6% | 1.5% |
现金转化率AMDTISI
| 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% |
TISI
| Repairand Maintenance Services | $114.8M | 51% |
| Non Destructive Evaluation And Testing Services | $84.9M | 38% |
| Heat Treating | $14.2M | 6% |
| Other Services | $9.3M | 4% |
