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安靠科技（AMKR）与诺唯真游轮控股（LINE）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诺唯真游轮控股的1.2倍（$1.7B vs $1.4B），安靠科技净利率更高（4.9% vs -7.3%，领先12.2%），安靠科技同比增速更快（27.5% vs 3.1%）
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。
诺唯真游轮控股是一家总部位于美国、注册地为百慕大的企业，旗下全资运营诺唯真游轮、大洋游轮、丽晶七海游轮三大品牌，合并业务规模位列全球游轮运营商第三位，目前在纽约证券交易所挂牌上市。
AMKR vs LINE — 直观对比
营收规模更大
AMKR
是对方的1.2倍
$1.4B
营收增速更快
AMKR
高出24.3%
3.1%
净利率更高
AMKR
高出12.2%
-7.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $83.0M | $-100.0M |
| 毛利率 | 14.2% | 32.3% |
| 营业利润率 | 5.9% | 2.5% |
| 净利率 | 4.9% | -7.3% |
| 营收同比 | 27.5% | 3.1% |
| 净利润同比 | 295.2% | 79.4% |
| 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AMKRLINE
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
净利润AMKRLINE
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | — | ||
| Q3 25 | $126.6M | $-100.0M | ||
| Q2 25 | $54.4M | $-6.0M | ||
| Q1 25 | $21.1M | $0 | ||
| Q4 24 | $105.6M | $-71.0M | ||
| Q3 24 | $122.6M | $-485.0M | ||
| Q2 24 | $66.9M | $-68.0M |
毛利率AMKRLINE
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 14.3% | 32.3% | ||
| Q2 25 | 12.0% | 31.9% | ||
| Q1 25 | 11.9% | 32.2% | ||
| Q4 24 | 15.1% | 32.3% | ||
| Q3 24 | 14.6% | 32.8% | ||
| Q2 24 | 14.5% | 33.4% |
营业利润率AMKRLINE
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 8.0% | 2.5% | ||
| Q2 25 | 6.1% | 1.7% | ||
| Q1 25 | 2.4% | 4.3% | ||
| Q4 24 | 8.3% | -1.6% | ||
| Q3 24 | 8.0% | -38.6% | ||
| Q2 24 | 5.6% | 5.5% |
净利率AMKRLINE
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.4% | -7.3% | ||
| Q2 25 | 3.6% | -0.4% | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 6.5% | -5.3% | ||
| Q3 24 | 6.6% | -36.3% | ||
| Q2 24 | 4.6% | -5.1% |
每股收益（稀释后）AMKRLINE
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | — | ||
| Q3 25 | $0.51 | $-0.44 | ||
| Q2 25 | $0.22 | $-0.03 | ||
| Q1 25 | $0.09 | $0.01 | ||
| Q4 24 | $0.43 | $-0.52 | ||
| Q3 24 | $0.49 | $-2.44 | ||
| Q2 24 | $0.27 | $-0.46 |
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 | — |
| 股东权益账面价值 | $4.6B | $8.4B |
| 总资产 | $8.3B | $19.2B |
| 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AMKRLINE
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $173.0M | ||
| Q3 24 | $1.5B | $409.0M | ||
| Q2 24 | $1.5B | $73.0M |
总债务AMKRLINE
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRLINE
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.3B | $8.4B | ||
| Q2 25 | $4.2B | $8.6B | ||
| Q1 25 | $4.2B | $8.6B | ||
| Q4 24 | $4.1B | $8.6B | ||
| Q3 24 | $4.2B | $9.0B | ||
| Q2 24 | $4.0B | $4.9B |
总资产AMKRLINE
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | — | ||
| Q3 25 | $8.2B | $19.2B | ||
| Q2 25 | $7.7B | $19.4B | ||
| Q1 25 | $6.9B | $18.8B | ||
| Q4 24 | $6.9B | $18.7B | ||
| Q3 24 | $7.0B | $19.3B | ||
| Q2 24 | $6.9B | $18.8B |
负债/权益比AMKRLINE
| 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 | $230.0M |
| 自由现金流经营现金流 - 资本支出 | — | $35.0M |
| 自由现金流率自由现金流/营收 | — | 2.5% |
| 资本支出强度资本支出/营收 | 29.0% | 14.2% |
| 现金转化率经营现金流/净利润 | 1.75× | — |
| 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AMKRLINE
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | — | ||
| Q3 25 | $168.5M | $230.0M | ||
| Q2 25 | $258.5M | $258.0M | ||
| Q1 25 | $24.1M | $139.0M | ||
| Q4 24 | $537.6M | — | ||
| Q3 24 | $164.2M | $186.0M | ||
| Q2 24 | $224.8M | $155.0M |
自由现金流AMKRLINE
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | — | ||
| Q3 25 | $-77.9M | $35.0M | ||
| Q2 25 | $112.3M | $95.0M | ||
| Q1 25 | $-55.7M | $-12.0M | ||
| Q4 24 | $251.9M | — | ||
| Q3 24 | $-31.3M | $33.0M | ||
| Q2 24 | $58.4M | $-31.0M |
自由现金流率AMKRLINE
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | — | ||
| Q3 25 | -3.9% | 2.5% | ||
| Q2 25 | 7.4% | 7.0% | ||
| Q1 25 | -4.2% | -0.9% | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | -1.7% | 2.5% | ||
| Q2 24 | 4.0% | -2.3% |
资本支出强度AMKRLINE
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 12.4% | 14.2% | ||
| Q2 25 | 9.7% | 12.1% | ||
| Q1 25 | 6.0% | 11.7% | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.5% | 11.5% | ||
| Q2 24 | 11.4% | 13.9% |
现金转化率AMKRLINE
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 3.36× | — |
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% |
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
