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安靠科技（AMKR）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是安靠科技的1.0倍（$1.7B vs $1.7B），格罗方德净利率更高（14.8% vs 4.9%，领先9.8%），安靠科技同比增速更快（27.5% vs -2.9%），过去两年安靠科技的营收复合增速更高（7.4% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
AMKR vs GFS — 直观对比
营收规模更大
GFS
是对方的1.0倍
$1.7B
营收增速更快
AMKR
高出30.4%
-2.9%
净利率更高
GFS
高出9.8%
4.9%
两年增速更快
AMKR
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $83.0M | $249.0M |
| 毛利率 | 14.2% | 24.8% |
| 营业利润率 | 5.9% | 11.6% |
| 净利率 | 4.9% | 14.8% |
| 营收同比 | 27.5% | -2.9% |
| 净利润同比 | 295.2% | 39.9% |
| 每股收益（稀释后） | $0.33 | $0.44 |
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AMKRGFS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B |
净利润AMKRGFS
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | — | ||
| Q3 25 | $126.6M | $249.0M | ||
| Q2 25 | $54.4M | $228.0M | ||
| Q1 25 | $21.1M | $211.0M | ||
| Q4 24 | $105.6M | — | ||
| Q3 24 | $122.6M | $178.0M | ||
| Q2 24 | $66.9M | $155.0M |
毛利率AMKRGFS
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 14.3% | 24.8% | ||
| Q2 25 | 12.0% | 24.2% | ||
| Q1 25 | 11.9% | 22.4% | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 14.6% | 23.8% | ||
| Q2 24 | 14.5% | 24.2% |
营业利润率AMKRGFS
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 8.0% | 11.6% | ||
| Q2 25 | 6.1% | 11.6% | ||
| Q1 25 | 2.4% | 9.5% | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.0% | 10.6% | ||
| Q2 24 | 5.6% | 9.5% |
净利率AMKRGFS
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.4% | 14.8% | ||
| Q2 25 | 3.6% | 13.5% | ||
| Q1 25 | 1.6% | 13.3% | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 6.6% | 10.2% | ||
| Q2 24 | 4.6% | 9.5% |
每股收益（稀释后）AMKRGFS
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | — | ||
| Q3 25 | $0.51 | $0.44 | ||
| Q2 25 | $0.22 | $0.41 | ||
| Q1 25 | $0.09 | $0.38 | ||
| Q4 24 | $0.43 | — | ||
| Q3 24 | $0.49 | $0.32 | ||
| Q2 24 | $0.27 | $0.28 |
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 | $2.0B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $11.8B |
| 总资产 | $8.3B | $16.7B |
| 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AMKRGFS
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.5B | $2.2B |
总债务AMKRGFS
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRGFS
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.3B | $11.8B | ||
| Q2 25 | $4.2B | $11.5B | ||
| Q1 25 | $4.2B | $11.1B | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.2B | $11.6B | ||
| Q2 24 | $4.0B | $11.3B |
总资产AMKRGFS
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | — | ||
| Q3 25 | $8.2B | $16.7B | ||
| Q2 25 | $7.7B | $16.8B | ||
| Q1 25 | $6.9B | $16.5B | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.0B | $18.1B | ||
| Q2 24 | $6.9B | — |
负债/权益比AMKRGFS
| 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 | $595.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 29.0% | — |
| 现金转化率经营现金流/净利润 | 1.75× | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMKRGFS
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | — | ||
| Q3 25 | $168.5M | $595.0M | ||
| Q2 25 | $258.5M | $431.0M | ||
| Q1 25 | $24.1M | $331.0M | ||
| Q4 24 | $537.6M | — | ||
| Q3 24 | $164.2M | $375.0M | ||
| Q2 24 | $224.8M | $402.0M |
自由现金流AMKRGFS
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | — | ||
| Q3 25 | $-77.9M | — | ||
| Q2 25 | $112.3M | — | ||
| Q1 25 | $-55.7M | — | ||
| Q4 24 | $251.9M | — | ||
| Q3 24 | $-31.3M | — | ||
| Q2 24 | $58.4M | — |
自由现金流率AMKRGFS
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | — | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | -4.2% | — | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | -1.7% | — | ||
| Q2 24 | 4.0% | — |
资本支出强度AMKRGFS
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 11.4% | — |
现金转化率AMKRGFS
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | 2.39× | ||
| Q2 25 | 4.75× | 1.89× | ||
| Q1 25 | 1.14× | 1.57× | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | 2.11× | ||
| Q2 24 | 3.36× | 2.59× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
