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安靠科技（AMKR）与美森（MATX）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美森的2.0倍（$1.7B vs $851.9M），美森净利率更高（16.8% vs 4.9%，领先11.9%），安靠科技同比增速更快（27.5% vs -4.3%），过去两年美森的营收复合增速更高（8.6% 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。
美森公司（Matson, Inc.）是美国知名航运服务企业，总部位于夏威夷州火奴鲁鲁，成立于1882年。旗下子公司美森航运主营跨太平洋海运业务，服务覆盖夏威夷、阿拉斯加、关岛、密克罗尼西亚、太平洋诸岛、中国及日本等地区。
AMKR vs MATX — 直观对比
营收规模更大
AMKR
是对方的2.0倍
$851.9M
营收增速更快
AMKR
高出31.8%
-4.3%
净利率更高
MATX
高出11.9%
4.9%
两年增速更快
MATX
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $851.9M |
| 净利润 | $83.0M | $143.1M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | 16.9% |
| 净利率 | 4.9% | 16.8% |
| 营收同比 | 27.5% | -4.3% |
| 净利润同比 | 295.2% | 11.8% |
| 每股收益（稀释后） | $0.33 | $4.47 |
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AMKRMATX
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $851.9M | ||
| Q3 25 | $2.0B | $880.1M | ||
| Q2 25 | $1.5B | $830.5M | ||
| Q1 25 | $1.3B | $782.0M | ||
| Q4 24 | $1.6B | $890.3M | ||
| Q3 24 | $1.9B | $962.0M | ||
| Q2 24 | $1.5B | $847.4M |
净利润AMKRMATX
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $143.1M | ||
| Q3 25 | $126.6M | $134.7M | ||
| Q2 25 | $54.4M | $94.7M | ||
| Q1 25 | $21.1M | $72.3M | ||
| Q4 24 | $105.6M | $128.0M | ||
| Q3 24 | $122.6M | $199.1M | ||
| Q2 24 | $66.9M | $113.2M |
毛利率AMKRMATX
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 11.9% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — |
营业利润率AMKRMATX
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 16.9% | ||
| Q3 25 | 8.0% | 18.3% | ||
| Q2 25 | 6.1% | 13.6% | ||
| Q1 25 | 2.4% | 10.5% | ||
| Q4 24 | 8.3% | 16.6% | ||
| Q3 24 | 8.0% | 25.2% | ||
| Q2 24 | 5.6% | 14.7% |
净利率AMKRMATX
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 16.8% | ||
| Q3 25 | 6.4% | 15.3% | ||
| Q2 25 | 3.6% | 11.4% | ||
| Q1 25 | 1.6% | 9.2% | ||
| Q4 24 | 6.5% | 14.4% | ||
| Q3 24 | 6.6% | 20.7% | ||
| Q2 24 | 4.6% | 13.4% |
每股收益（稀释后）AMKRMATX
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $4.47 | ||
| Q3 25 | $0.51 | $4.24 | ||
| Q2 25 | $0.22 | $2.92 | ||
| Q1 25 | $0.09 | $2.18 | ||
| Q4 24 | $0.43 | $3.69 | ||
| Q3 24 | $0.49 | $5.89 | ||
| Q2 24 | $0.27 | $3.31 |
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 | $141.9M |
| 总债务越低越好 | $1.3B | $361.2M |
| 股东权益账面价值 | $4.6B | $2.8B |
| 总资产 | $8.3B | $4.6B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资AMKRMATX
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $141.9M | ||
| Q3 25 | $2.1B | $92.7M | ||
| Q2 25 | $2.0B | $59.1M | ||
| Q1 25 | $1.6B | $122.0M | ||
| Q4 24 | $1.6B | $266.8M | ||
| Q3 24 | $1.5B | $270.3M | ||
| Q2 24 | $1.5B | $168.2M |
总债务AMKRMATX
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $361.2M | ||
| Q3 25 | — | $370.9M | ||
| Q2 25 | — | $341.3M | ||
| Q1 25 | — | $351.1M | ||
| Q4 24 | — | $361.2M | ||
| Q3 24 | — | $370.9M | ||
| Q2 24 | — | $381.0M |
股东权益AMKRMATX
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $2.8B | ||
| Q3 25 | $4.3B | $2.7B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $4.2B | $2.6B | ||
| Q4 24 | $4.1B | $2.7B | ||
| Q3 24 | $4.2B | $2.6B | ||
| Q2 24 | $4.0B | $2.4B |
总资产AMKRMATX
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $4.6B | ||
| Q3 25 | $8.2B | $4.6B | ||
| Q2 25 | $7.7B | $4.5B | ||
| Q1 25 | $6.9B | $4.5B | ||
| Q4 24 | $6.9B | $4.6B | ||
| Q3 24 | $7.0B | $4.4B | ||
| Q2 24 | $6.9B | $4.3B |
负债/权益比AMKRMATX
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.16× |
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 | $176.9M |
| 自由现金流经营现金流 - 资本支出 | — | $42.2M |
| 自由现金流率自由现金流/营收 | — | 5.0% |
| 资本支出强度资本支出/营收 | 29.0% | 15.8% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.24× |
| 过去12个月自由现金流最近4个季度 | — | $153.7M |
8季度趋势，按日历期对齐
经营现金流AMKRMATX
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $176.9M | ||
| Q3 25 | $168.5M | $175.6M | ||
| Q2 25 | $258.5M | $105.6M | ||
| Q1 25 | $24.1M | $89.0M | ||
| Q4 24 | $537.6M | $174.7M | ||
| Q3 24 | $164.2M | $248.6M | ||
| Q2 24 | $224.8M | $307.9M |
自由现金流AMKRMATX
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $42.2M | ||
| Q3 25 | $-77.9M | $92.4M | ||
| Q2 25 | $112.3M | $19.3M | ||
| Q1 25 | $-55.7M | $-200.0K | ||
| Q4 24 | $251.9M | $49.3M | ||
| Q3 24 | $-31.3M | $189.0M | ||
| Q2 24 | $58.4M | $238.1M |
自由现金流率AMKRMATX
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 5.0% | ||
| Q3 25 | -3.9% | 10.5% | ||
| Q2 25 | 7.4% | 2.3% | ||
| Q1 25 | -4.2% | -0.0% | ||
| Q4 24 | 15.5% | 5.5% | ||
| Q3 24 | -1.7% | 19.6% | ||
| Q2 24 | 4.0% | 28.1% |
资本支出强度AMKRMATX
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 15.8% | ||
| Q3 25 | 12.4% | 9.5% | ||
| Q2 25 | 9.7% | 10.4% | ||
| Q1 25 | 6.0% | 11.4% | ||
| Q4 24 | 17.5% | 14.1% | ||
| Q3 24 | 10.5% | 6.2% | ||
| Q2 24 | 11.4% | 8.2% |
现金转化率AMKRMATX
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.24× | ||
| Q3 25 | 1.33× | 1.30× | ||
| Q2 25 | 4.75× | 1.12× | ||
| Q1 25 | 1.14× | 1.23× | ||
| Q4 24 | 5.09× | 1.36× | ||
| Q3 24 | 1.34× | 1.25× | ||
| Q2 24 | 3.36× | 2.72× |
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% |
MATX
| Ocean Transportation Segment | $704.2M | 83% |
| Logistics Services Segment | $147.7M | 17% |
