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安靠科技（AMKR）与CF Industries（CF）财务数据对比。点击上方公司名可切换其他公司
CF Industries的季度营收约是安靠科技的1.1倍（$1.9B vs $1.7B），CF Industries净利率更高（26.4% vs 4.9%，领先21.5%），安靠科技同比增速更快（27.5% vs 22.8%），过去两年CF Industries的营收复合增速更高（12.8% vs 7.4%）
安靠科技是全球领先的半导体封装与测试服务供应商，成立于1968年，2005年将总部从美国宾夕法尼亚州西切斯特迁至亚利桑那州，先后落脚于钱德勒和坦佩。截至2022年，集团全球员工约3.1万名，年销售额达71亿美元，为半导体行业客户提供专业的封装测试解决方案。
CF Industries Holdings Inc.是美国知名农用肥料生产及分销商，1946年成立时名为中央农民肥料公司，总部位于芝加哥郊区的伊利诺伊州诺斯布鲁克。公司主营氨、尿素、硝酸铵等肥料产品，最初为区域农业供应合作社联盟，成立56年后完成股份化改制，转为公开上市企业。
AMKR vs CF — 直观对比
营收规模更大
CF
是对方的1.1倍
$1.7B
营收增速更快
AMKR
高出4.6%
22.8%
净利率更高
CF
高出21.5%
4.9%
两年增速更快
CF
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $83.0M | $495.0M |
| 毛利率 | 14.2% | 40.9% |
| 营业利润率 | 5.9% | 33.0% |
| 净利率 | 4.9% | 26.4% |
| 营收同比 | 27.5% | 22.8% |
| 净利润同比 | 295.2% | 26.3% |
| 每股收益（稀释后） | $0.33 | $2.56 |
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AMKRCF
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.9B | $1.4B | ||
| Q2 24 | $1.5B | $1.6B |
净利润AMKRCF
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $495.0M | ||
| Q3 25 | $126.6M | $460.0M | ||
| Q2 25 | $54.4M | $492.0M | ||
| Q1 25 | $21.1M | $351.0M | ||
| Q4 24 | $105.6M | $392.0M | ||
| Q3 24 | $122.6M | $341.0M | ||
| Q2 24 | $66.9M | $506.0M |
毛利率AMKRCF
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 40.9% | ||
| Q3 25 | 14.3% | 38.1% | ||
| Q2 25 | 12.0% | 39.9% | ||
| Q1 25 | 11.9% | 34.4% | ||
| Q4 24 | 15.1% | 34.4% | ||
| Q3 24 | 14.6% | 32.4% | ||
| Q2 24 | 14.5% | 43.2% |
营业利润率AMKRCF
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 33.0% | ||
| Q3 25 | 8.0% | 35.0% | ||
| Q2 25 | 6.1% | 34.3% | ||
| Q1 25 | 2.4% | 27.4% | ||
| Q4 24 | 8.3% | 28.9% | ||
| Q3 24 | 8.0% | 26.6% | ||
| Q2 24 | 5.6% | 40.6% |
净利率AMKRCF
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 26.4% | ||
| Q3 25 | 6.4% | 27.7% | ||
| Q2 25 | 3.6% | 26.0% | ||
| Q1 25 | 1.6% | 21.1% | ||
| Q4 24 | 6.5% | 25.7% | ||
| Q3 24 | 6.6% | 24.9% | ||
| Q2 24 | 4.6% | 32.2% |
每股收益（稀释后）AMKRCF
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $2.56 | ||
| Q3 25 | $0.51 | $2.19 | ||
| Q2 25 | $0.22 | $2.37 | ||
| Q1 25 | $0.09 | $1.85 | ||
| Q4 24 | $0.43 | $1.86 | ||
| Q3 24 | $0.49 | $1.55 | ||
| Q2 24 | $0.27 | $2.30 |
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 | $1.8B | — |
| 总债务越低越好 | $1.3B | $3.2B |
| 股东权益账面价值 | $4.6B | $4.8B |
| 总资产 | $8.3B | $14.1B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资AMKRCF
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
总债务AMKRCF
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.0B |
股东权益AMKRCF
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $4.8B | ||
| Q3 25 | $4.3B | $4.8B | ||
| Q2 25 | $4.2B | $5.0B | ||
| Q1 25 | $4.2B | $4.8B | ||
| Q4 24 | $4.1B | $5.0B | ||
| Q3 24 | $4.2B | $5.2B | ||
| Q2 24 | $4.0B | $5.5B |
总资产AMKRCF
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $14.1B | ||
| Q3 25 | $8.2B | $14.2B | ||
| Q2 25 | $7.7B | $13.8B | ||
| Q1 25 | $6.9B | $13.3B | ||
| Q4 24 | $6.9B | $13.5B | ||
| Q3 24 | $7.0B | $13.8B | ||
| Q2 24 | $6.9B | $13.8B |
负债/权益比AMKRCF
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.57× | ||
| Q2 24 | — | 0.54× |
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 | $145.1M | $539.0M |
| 自由现金流经营现金流 - 资本支出 | — | $313.0M |
| 自由现金流率自由现金流/营收 | — | 16.7% |
| 资本支出强度资本支出/营收 | 29.0% | 12.1% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.09× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流AMKRCF
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $539.0M | ||
| Q3 25 | $168.5M | $1.1B | ||
| Q2 25 | $258.5M | $563.0M | ||
| Q1 25 | $24.1M | $586.0M | ||
| Q4 24 | $537.6M | $420.0M | ||
| Q3 24 | $164.2M | $931.0M | ||
| Q2 24 | $224.8M | $475.0M |
自由现金流AMKRCF
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $313.0M | ||
| Q3 25 | $-77.9M | $717.0M | ||
| Q2 25 | $112.3M | $318.0M | ||
| Q1 25 | $-55.7M | $454.0M | ||
| Q4 24 | $251.9M | $223.0M | ||
| Q3 24 | $-31.3M | $792.0M | ||
| Q2 24 | $58.4M | $391.0M |
自由现金流率AMKRCF
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 16.7% | ||
| Q3 25 | -3.9% | 43.2% | ||
| Q2 25 | 7.4% | 16.8% | ||
| Q1 25 | -4.2% | 27.3% | ||
| Q4 24 | 15.5% | 14.6% | ||
| Q3 24 | -1.7% | 57.8% | ||
| Q2 24 | 4.0% | 24.9% |
资本支出强度AMKRCF
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 12.1% | ||
| Q3 25 | 12.4% | 20.9% | ||
| Q2 25 | 9.7% | 13.0% | ||
| Q1 25 | 6.0% | 7.9% | ||
| Q4 24 | 17.5% | 12.9% | ||
| Q3 24 | 10.5% | 10.1% | ||
| Q2 24 | 11.4% | 5.3% |
现金转化率AMKRCF
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.09× | ||
| Q3 25 | 1.33× | 2.31× | ||
| Q2 25 | 4.75× | 1.14× | ||
| Q1 25 | 1.14× | 1.67× | ||
| Q4 24 | 5.09× | 1.07× | ||
| Q3 24 | 1.34× | 2.73× | ||
| Q2 24 | 3.36× | 0.94× |
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
AMKR
| Advanced products (1) | $1.4B | 81% |
| Mainstream products (2) | $313.0M | 19% |
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
