vs
安靠科技(AMKR)与Fidelity National Information Services(FIS)财务数据对比。点击上方公司名可切换其他公司
Fidelity National Information Services的季度营收约是安靠科技的1.7倍($2.8B vs $1.7B),Fidelity National Information Services净利率更高(18.2% vs 4.9%,领先13.2%),安靠科技同比增速更快(27.5% vs 8.1%),过去两年安靠科技的营收复合增速更高(7.4% vs 6.8%)
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。
FIS是总部位于美国的跨国企业,深耕金融科技领域,提供多元金融产品及服务。该公司每年处理约750亿笔交易,支撑约9万亿美元的资金流转,为全球超过2万家客户提供服务。
AMKR vs FIS — 直观对比
营收规模更大
FIS
是对方的1.7倍
$1.7B
营收增速更快
AMKR
高出19.3%
8.1%
净利率更高
FIS
高出13.2%
4.9%
两年增速更快
AMKR
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.8B |
| 净利润 | $83.0M | $511.0M |
| 毛利率 | 14.2% | 38.3% |
| 营业利润率 | 5.9% | 18.8% |
| 净利率 | 4.9% | 18.2% |
| 营收同比 | 27.5% | 8.1% |
| 净利润同比 | 295.2% | 97.3% |
| 每股收益(稀释后) | $0.33 | $0.98 |
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
AMKR
FIS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $2.8B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.9B | $2.6B | ||
| Q2 24 | $1.5B | $2.5B |
净利润
AMKR
FIS
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $511.0M | ||
| Q3 25 | $126.6M | $264.0M | ||
| Q2 25 | $54.4M | $-470.0M | ||
| Q1 25 | $21.1M | $77.0M | ||
| Q4 24 | $105.6M | $259.0M | ||
| Q3 24 | $122.6M | $224.0M | ||
| Q2 24 | $66.9M | $243.0M |
毛利率
AMKR
FIS
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 38.3% | ||
| Q3 25 | 14.3% | 37.8% | ||
| Q2 25 | 12.0% | 36.4% | ||
| Q1 25 | 11.9% | 34.7% | ||
| Q4 24 | 15.1% | 36.9% | ||
| Q3 24 | 14.6% | 38.0% | ||
| Q2 24 | 14.5% | 38.2% |
营业利润率
AMKR
FIS
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 18.8% | ||
| Q3 25 | 8.0% | 16.8% | ||
| Q2 25 | 6.1% | 15.6% | ||
| Q1 25 | 2.4% | 13.7% | ||
| Q4 24 | 8.3% | 18.5% | ||
| Q3 24 | 8.0% | 19.1% | ||
| Q2 24 | 5.6% | 15.2% |
净利率
AMKR
FIS
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 18.2% | ||
| Q3 25 | 6.4% | 9.7% | ||
| Q2 25 | 3.6% | -18.0% | ||
| Q1 25 | 1.6% | 3.0% | ||
| Q4 24 | 6.5% | 10.0% | ||
| Q3 24 | 6.6% | 8.7% | ||
| Q2 24 | 4.6% | 9.8% |
每股收益(稀释后)
AMKR
FIS
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.98 | ||
| Q3 25 | $0.51 | $0.50 | ||
| Q2 25 | $0.22 | $-0.90 | ||
| Q1 25 | $0.09 | $0.15 | ||
| Q4 24 | $0.43 | $0.51 | ||
| Q3 24 | $0.49 | $0.41 | ||
| Q2 24 | $0.27 | $0.44 |
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 | $599.0M |
| 总债务越低越好 | $1.3B | $9.1B |
| 股东权益账面价值 | $4.6B | $13.9B |
| 总资产 | $8.3B | $33.5B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
AMKR
FIS
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $599.0M | ||
| Q3 25 | $2.1B | $571.0M | ||
| Q2 25 | $2.0B | $581.0M | ||
| Q1 25 | $1.6B | $805.0M | ||
| Q4 24 | $1.6B | $834.0M | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $2.1B |
总债务
AMKR
FIS
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $9.1B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.6B |
股东权益
AMKR
FIS
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $13.9B | ||
| Q3 25 | $4.3B | $13.9B | ||
| Q2 25 | $4.2B | $14.2B | ||
| Q1 25 | $4.2B | $15.1B | ||
| Q4 24 | $4.1B | $15.7B | ||
| Q3 24 | $4.2B | $16.6B | ||
| Q2 24 | $4.0B | $17.0B |
总资产
AMKR
FIS
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $33.5B | ||
| Q3 25 | $8.2B | $33.0B | ||
| Q2 25 | $7.7B | $33.4B | ||
| Q1 25 | $6.9B | $32.8B | ||
| Q4 24 | $6.9B | $33.8B | ||
| Q3 24 | $7.0B | $34.3B | ||
| Q2 24 | $6.9B | $34.6B |
负债/权益比
AMKR
FIS
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.62× |
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 | $758.0M |
| 自由现金流经营现金流 - 资本支出 | — | $739.0M |
| 自由现金流率自由现金流/营收 | — | 26.3% |
| 资本支出强度资本支出/营收 | 29.0% | 0.7% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.48× |
| 过去12个月自由现金流最近4个季度 | — | $2.5B |
8季度趋势,按日历期对齐
经营现金流
AMKR
FIS
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $758.0M | ||
| Q3 25 | $168.5M | $1.0B | ||
| Q2 25 | $258.5M | $382.0M | ||
| Q1 25 | $24.1M | $457.0M | ||
| Q4 24 | $537.6M | $782.0M | ||
| Q3 24 | $164.2M | $641.0M | ||
| Q2 24 | $224.8M | $546.0M |
自由现金流
AMKR
FIS
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $739.0M | ||
| Q3 25 | $-77.9M | $952.0M | ||
| Q2 25 | $112.3M | $343.0M | ||
| Q1 25 | $-55.7M | $420.0M | ||
| Q4 24 | $251.9M | $764.0M | ||
| Q3 24 | $-31.3M | $605.0M | ||
| Q2 24 | $58.4M | $530.0M |
自由现金流率
AMKR
FIS
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 26.3% | ||
| Q3 25 | -3.9% | 35.0% | ||
| Q2 25 | 7.4% | 13.1% | ||
| Q1 25 | -4.2% | 16.6% | ||
| Q4 24 | 15.5% | 29.4% | ||
| Q3 24 | -1.7% | 23.5% | ||
| Q2 24 | 4.0% | 21.3% |
资本支出强度
AMKR
FIS
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 0.7% | ||
| Q3 25 | 12.4% | 2.2% | ||
| Q2 25 | 9.7% | 1.5% | ||
| Q1 25 | 6.0% | 1.5% | ||
| Q4 24 | 17.5% | 0.7% | ||
| Q3 24 | 10.5% | 1.4% | ||
| Q2 24 | 11.4% | 0.6% |
现金转化率
AMKR
FIS
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.48× | ||
| Q3 25 | 1.33× | 3.83× | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | 5.94× | ||
| Q4 24 | 5.09× | 3.02× | ||
| Q3 24 | 1.34× | 2.86× | ||
| Q2 24 | 3.36× | 2.25× |
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% |
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |