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安靠科技（AMKR）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是安靠科技的1.2倍（$2.0B vs $1.7B），Deckers Brands净利率更高（24.6% vs 4.9%，领先19.7%），安靠科技同比增速更快（27.5% vs 7.1%），过去两年Deckers Brands的营收复合增速更高（42.8% 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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌，产品覆盖休闲、户外等多个领域，销往世界多地。
AMKR vs DECK — 直观对比
营收规模更大
DECK
是对方的1.2倍
$1.7B
营收增速更快
AMKR
高出20.3%
7.1%
净利率更高
DECK
高出19.7%
4.9%
两年增速更快
DECK
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.0B |
| 净利润 | $83.0M | $481.1M |
| 毛利率 | 14.2% | 59.8% |
| 营业利润率 | 5.9% | 31.4% |
| 净利率 | 4.9% | 24.6% |
| 营收同比 | 27.5% | 7.1% |
| 净利润同比 | 295.2% | 5.3% |
| 每股收益（稀释后） | $0.33 | $3.33 |
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AMKRDECK
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.5B | $964.5M | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.5B | $825.3M |
净利润AMKRDECK
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $481.1M | ||
| Q3 25 | $126.6M | $268.2M | ||
| Q2 25 | $54.4M | $139.2M | ||
| Q1 25 | $21.1M | $151.4M | ||
| Q4 24 | $105.6M | $456.7M | ||
| Q3 24 | $122.6M | $242.3M | ||
| Q2 24 | $66.9M | $115.6M |
毛利率AMKRDECK
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 59.8% | ||
| Q3 25 | 14.3% | 56.2% | ||
| Q2 25 | 12.0% | 55.8% | ||
| Q1 25 | 11.9% | 56.7% | ||
| Q4 24 | 15.1% | 60.3% | ||
| Q3 24 | 14.6% | 55.9% | ||
| Q2 24 | 14.5% | 56.9% |
营业利润率AMKRDECK
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 31.4% | ||
| Q3 25 | 8.0% | 22.8% | ||
| Q2 25 | 6.1% | 17.1% | ||
| Q1 25 | 2.4% | 17.0% | ||
| Q4 24 | 8.3% | 31.0% | ||
| Q3 24 | 8.0% | 23.3% | ||
| Q2 24 | 5.6% | 16.1% |
净利率AMKRDECK
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 24.6% | ||
| Q3 25 | 6.4% | 18.7% | ||
| Q2 25 | 3.6% | 14.4% | ||
| Q1 25 | 1.6% | 14.8% | ||
| Q4 24 | 6.5% | 25.0% | ||
| Q3 24 | 6.6% | 18.5% | ||
| Q2 24 | 4.6% | 14.0% |
每股收益（稀释后）AMKRDECK
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $3.33 | ||
| Q3 25 | $0.51 | $1.82 | ||
| Q2 25 | $0.22 | $0.93 | ||
| Q1 25 | $0.09 | $-2.78 | ||
| Q4 24 | $0.43 | $3.00 | ||
| Q3 24 | $0.49 | $1.59 | ||
| Q2 24 | $0.27 | $4.52 |
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 | $2.1B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $2.6B |
| 总资产 | $8.3B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资AMKRDECK
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.4B |
总债务AMKRDECK
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRDECK
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $2.6B | ||
| Q3 25 | $4.3B | $2.5B | ||
| Q2 25 | $4.2B | $2.5B | ||
| Q1 25 | $4.2B | $2.5B | ||
| Q4 24 | $4.1B | $2.6B | ||
| Q3 24 | $4.2B | $2.2B | ||
| Q2 24 | $4.0B | $2.1B |
总资产AMKRDECK
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $4.1B | ||
| Q3 25 | $8.2B | $3.8B | ||
| Q2 25 | $7.7B | $3.8B | ||
| Q1 25 | $6.9B | $3.6B | ||
| Q4 24 | $6.9B | $4.0B | ||
| Q3 24 | $7.0B | $3.4B | ||
| Q2 24 | $6.9B | $3.3B |
负债/权益比AMKRDECK
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $145.1M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 52.1% |
| 资本支出强度资本支出/营收 | 29.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.75× | 2.17× |
| 过去12个月自由现金流最近4个季度 | — | $929.1M |
8季度趋势，按日历期对齐
经营现金流AMKRDECK
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $1.0B | ||
| Q3 25 | $168.5M | $8.1M | ||
| Q2 25 | $258.5M | $36.1M | ||
| Q1 25 | $24.1M | $-73.0M | ||
| Q4 24 | $537.6M | $1.1B | ||
| Q3 24 | $164.2M | $-90.5M | ||
| Q2 24 | $224.8M | $112.7M |
自由现金流AMKRDECK
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $1.0B | ||
| Q3 25 | $-77.9M | $-13.9M | ||
| Q2 25 | $112.3M | $12.2M | ||
| Q1 25 | $-55.7M | $-89.4M | ||
| Q4 24 | $251.9M | $1.1B | ||
| Q3 24 | $-31.3M | $-113.4M | ||
| Q2 24 | $58.4M | $90.1M |
自由现金流率AMKRDECK
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 52.1% | ||
| Q3 25 | -3.9% | -1.0% | ||
| Q2 25 | 7.4% | 1.3% | ||
| Q1 25 | -4.2% | -8.8% | ||
| Q4 24 | 15.5% | 58.6% | ||
| Q3 24 | -1.7% | -8.6% | ||
| Q2 24 | 4.0% | 10.9% |
资本支出强度AMKRDECK
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 1.1% | ||
| Q3 25 | 12.4% | 1.5% | ||
| Q2 25 | 9.7% | 2.5% | ||
| Q1 25 | 6.0% | 1.6% | ||
| Q4 24 | 17.5% | 1.3% | ||
| Q3 24 | 10.5% | 1.7% | ||
| Q2 24 | 11.4% | 2.7% |
现金转化率AMKRDECK
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 2.17× | ||
| Q3 25 | 1.33× | 0.03× | ||
| Q2 25 | 4.75× | 0.26× | ||
| Q1 25 | 1.14× | -0.48× | ||
| Q4 24 | 5.09× | 2.40× | ||
| Q3 24 | 1.34× | -0.37× | ||
| Q2 24 | 3.36× | 0.97× |
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% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
