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安靠科技（AMKR）与KAISER ALUMINUM CORP（KALU）财务数据对比。点击上方公司名可切换其他公司
安靠科技的季度营收约是KAISER ALUMINUM CORP的1.8倍（$1.7B vs $929.0M），安靠科技净利率更高（4.9% vs 3.0%，领先1.9%），安靠科技同比增速更快（27.5% vs 21.4%），过去两年KAISER ALUMINUM CORP的营收复合增速更高（12.2% 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。
凯撒铝业是美国知名铝产品生产商，前身为凯撒铝业化工公司。其历史可追溯至Permanente Metals公司，该公司公开发行普通股后更名为凯撒铝业化工公司，后续拆分出现在的凯撒铝业，深耕铝材料生产领域，为下游多行业提供铝制品解决方案。
AMKR vs KALU — 直观对比
营收规模更大
AMKR
是对方的1.8倍
$929.0M
营收增速更快
AMKR
高出6.1%
21.4%
净利率更高
AMKR
高出1.9%
3.0%
两年增速更快
KALU
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $929.0M |
| 净利润 | $83.0M | $28.2M |
| 毛利率 | 14.2% | 13.3% |
| 营业利润率 | 5.9% | 6.5% |
| 净利率 | 4.9% | 3.0% |
| 营收同比 | 27.5% | 21.4% |
| 净利润同比 | 295.2% | 42.4% |
| 每股收益（稀释后） | $0.33 | $1.67 |
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AMKRKALU
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $929.0M | ||
| Q3 25 | $2.0B | $843.5M | ||
| Q2 25 | $1.5B | $823.1M | ||
| Q1 25 | $1.3B | $777.4M | ||
| Q4 24 | $1.6B | $765.4M | ||
| Q3 24 | $1.9B | $747.7M | ||
| Q2 24 | $1.5B | $773.4M |
净利润AMKRKALU
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $28.2M | ||
| Q3 25 | $126.6M | $39.5M | ||
| Q2 25 | $54.4M | $23.2M | ||
| Q1 25 | $21.1M | $21.6M | ||
| Q4 24 | $105.6M | $19.8M | ||
| Q3 24 | $122.6M | $8.8M | ||
| Q2 24 | $66.9M | $18.9M |
毛利率AMKRKALU
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 13.3% | ||
| Q3 25 | 14.3% | 13.6% | ||
| Q2 25 | 12.0% | 12.2% | ||
| Q1 25 | 11.9% | 13.4% | ||
| Q4 24 | 15.1% | 12.5% | ||
| Q3 24 | 14.6% | 9.6% | ||
| Q2 24 | 14.5% | 13.4% |
营业利润率AMKRKALU
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 6.5% | ||
| Q3 25 | 8.0% | 5.8% | ||
| Q2 25 | 6.1% | 4.6% | ||
| Q1 25 | 2.4% | 5.3% | ||
| Q4 24 | 8.3% | 5.0% | ||
| Q3 24 | 8.0% | 1.8% | ||
| Q2 24 | 5.6% | 4.7% |
净利率AMKRKALU
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 3.0% | ||
| Q3 25 | 6.4% | 4.7% | ||
| Q2 25 | 3.6% | 2.8% | ||
| Q1 25 | 1.6% | 2.8% | ||
| Q4 24 | 6.5% | 2.6% | ||
| Q3 24 | 6.6% | 1.2% | ||
| Q2 24 | 4.6% | 2.4% |
每股收益（稀释后）AMKRKALU
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $1.67 | ||
| Q3 25 | $0.51 | $2.38 | ||
| Q2 25 | $0.22 | $1.41 | ||
| Q1 25 | $0.09 | $1.31 | ||
| Q4 24 | $0.43 | $1.21 | ||
| Q3 24 | $0.49 | $0.54 | ||
| Q2 24 | $0.27 | $1.15 |
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 | $7.0M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $826.1M |
| 总资产 | $8.3B | $2.6B |
| 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AMKRKALU
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $7.0M | ||
| Q3 25 | $2.1B | $17.2M | ||
| Q2 25 | $2.0B | $13.1M | ||
| Q1 25 | $1.6B | $21.3M | ||
| Q4 24 | $1.6B | $18.4M | ||
| Q3 24 | $1.5B | $45.7M | ||
| Q2 24 | $1.5B | $70.4M |
总债务AMKRKALU
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRKALU
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $826.1M | ||
| Q3 25 | $4.3B | $806.1M | ||
| Q2 25 | $4.2B | $776.0M | ||
| Q1 25 | $4.2B | $756.8M | ||
| Q4 24 | $4.1B | $743.1M | ||
| Q3 24 | $4.2B | $729.4M | ||
| Q2 24 | $4.0B | $727.6M |
总资产AMKRKALU
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $2.6B | ||
| Q3 25 | $8.2B | $2.6B | ||
| Q2 25 | $7.7B | $2.5B | ||
| Q1 25 | $6.9B | $2.4B | ||
| Q4 24 | $6.9B | $2.4B | ||
| Q3 24 | $7.0B | $2.3B | ||
| Q2 24 | $6.9B | $2.3B |
负债/权益比AMKRKALU
| 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 | $-20.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-51.1M |
| 自由现金流率自由现金流/营收 | — | -5.5% |
| 资本支出强度资本支出/营收 | 29.0% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.75× | -0.73× |
| 过去12个月自由现金流最近4个季度 | — | $-25.5M |
8季度趋势，按日历期对齐
经营现金流AMKRKALU
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $-20.6M | ||
| Q3 25 | $168.5M | $59.1M | ||
| Q2 25 | $258.5M | $15.9M | ||
| Q1 25 | $24.1M | $57.0M | ||
| Q4 24 | $537.6M | $43.4M | ||
| Q3 24 | $164.2M | $34.1M | ||
| Q2 24 | $224.8M | $26.3M |
自由现金流AMKRKALU
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $-51.1M | ||
| Q3 25 | $-77.9M | $34.5M | ||
| Q2 25 | $112.3M | $-27.7M | ||
| Q1 25 | $-55.7M | $18.8M | ||
| Q4 24 | $251.9M | $-12.6M | ||
| Q3 24 | $-31.3M | $-17.0M | ||
| Q2 24 | $58.4M | $-17.4M |
自由现金流率AMKRKALU
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | -5.5% | ||
| Q3 25 | -3.9% | 4.1% | ||
| Q2 25 | 7.4% | -3.4% | ||
| Q1 25 | -4.2% | 2.4% | ||
| Q4 24 | 15.5% | -1.6% | ||
| Q3 24 | -1.7% | -2.3% | ||
| Q2 24 | 4.0% | -2.2% |
资本支出强度AMKRKALU
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 3.3% | ||
| Q3 25 | 12.4% | 2.9% | ||
| Q2 25 | 9.7% | 5.3% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | 17.5% | 7.3% | ||
| Q3 24 | 10.5% | 6.8% | ||
| Q2 24 | 11.4% | 5.7% |
现金转化率AMKRKALU
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | -0.73× | ||
| Q3 25 | 1.33× | 1.50× | ||
| Q2 25 | 4.75× | 0.69× | ||
| Q1 25 | 1.14× | 2.64× | ||
| Q4 24 | 5.09× | 2.19× | ||
| Q3 24 | 1.34× | 3.88× | ||
| Q2 24 | 3.36× | 1.39× |
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% |
KALU
| Packaging | $440.6M | 47% |
| Aero Hs Products | $213.0M | 23% |
| Transferred Over Time | $200.2M | 22% |
| Automotive Extrusions | $75.4M | 8% |
