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安靠科技（AMKR）与美满电子科技（MRVL）财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是安靠科技的1.2倍（$2.1B vs $1.7B），美满电子科技净利率更高（91.7% vs 4.9%，领先86.7%），美满电子科技同比增速更快（36.8% vs 27.5%），过去两年美满电子科技的营收复合增速更高（20.6% 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。
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
AMKR vs MRVL — 直观对比
营收规模更大
MRVL
是对方的1.2倍
$1.7B
营收增速更快
MRVL
高出9.4%
27.5%
净利率更高
MRVL
高出86.7%
4.9%
两年增速更快
MRVL
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $83.0M | $1.9B |
| 毛利率 | 14.2% | 51.6% |
| 营业利润率 | 5.9% | 17.2% |
| 净利率 | 4.9% | 91.7% |
| 营收同比 | 27.5% | 36.8% |
| 净利润同比 | 295.2% | 381.1% |
| 每股收益（稀释后） | $0.33 | $2.20 |
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AMKRMRVL
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.5B | $1.2B |
净利润AMKRMRVL
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $1.9B | ||
| Q3 25 | $126.6M | $194.8M | ||
| Q2 25 | $54.4M | $177.9M | ||
| Q1 25 | $21.1M | $200.2M | ||
| Q4 24 | $105.6M | $-676.3M | ||
| Q3 24 | $122.6M | $-193.3M | ||
| Q2 24 | $66.9M | $-215.6M |
毛利率AMKRMRVL
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 51.6% | ||
| Q3 25 | 14.3% | 50.4% | ||
| Q2 25 | 12.0% | 50.3% | ||
| Q1 25 | 11.9% | 50.5% | ||
| Q4 24 | 15.1% | 23.0% | ||
| Q3 24 | 14.6% | 46.2% | ||
| Q2 24 | 14.5% | 45.5% |
营业利润率AMKRMRVL
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 17.2% | ||
| Q3 25 | 8.0% | 14.5% | ||
| Q2 25 | 6.1% | 14.3% | ||
| Q1 25 | 2.4% | 12.9% | ||
| Q4 24 | 8.3% | -46.4% | ||
| Q3 24 | 8.0% | -7.9% | ||
| Q2 24 | 5.6% | -13.1% |
净利率AMKRMRVL
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 91.7% | ||
| Q3 25 | 6.4% | 9.7% | ||
| Q2 25 | 3.6% | 9.4% | ||
| Q1 25 | 1.6% | 11.0% | ||
| Q4 24 | 6.5% | -44.6% | ||
| Q3 24 | 6.6% | -15.2% | ||
| Q2 24 | 4.6% | -18.6% |
每股收益（稀释后）AMKRMRVL
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $2.20 | ||
| Q3 25 | $0.51 | $0.22 | ||
| Q2 25 | $0.22 | $0.20 | ||
| Q1 25 | $0.09 | $0.23 | ||
| Q4 24 | $0.43 | $-0.78 | ||
| Q3 24 | $0.49 | $-0.22 | ||
| Q2 24 | $0.27 | $-0.25 |
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 | $2.7B |
| 总债务越低越好 | $1.3B | $4.5B |
| 股东权益账面价值 | $4.6B | $14.1B |
| 总资产 | $8.3B | $21.6B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资AMKRMRVL
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.0B | $885.9M | ||
| Q1 25 | $1.6B | $948.3M | ||
| Q4 24 | $1.6B | $868.1M | ||
| Q3 24 | $1.5B | $808.7M | ||
| Q2 24 | $1.5B | $847.7M |
总债务AMKRMRVL
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B |
股东权益AMKRMRVL
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $14.1B | ||
| Q3 25 | $4.3B | $13.4B | ||
| Q2 25 | $4.2B | $13.3B | ||
| Q1 25 | $4.2B | $13.4B | ||
| Q4 24 | $4.1B | $13.4B | ||
| Q3 24 | $4.2B | $14.2B | ||
| Q2 24 | $4.0B | $14.5B |
总资产AMKRMRVL
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $21.6B | ||
| Q3 25 | $8.2B | $20.6B | ||
| Q2 25 | $7.7B | $20.0B | ||
| Q1 25 | $6.9B | $20.2B | ||
| Q4 24 | $6.9B | $19.7B | ||
| Q3 24 | $7.0B | $20.3B | ||
| Q2 24 | $6.9B | $20.5B |
负债/权益比AMKRMRVL
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.29× |
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 | $582.3M |
| 自由现金流经营现金流 - 资本支出 | — | $508.8M |
| 自由现金流率自由现金流/营收 | — | 24.5% |
| 资本支出强度资本支出/营收 | 29.0% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.75× | 0.31× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流AMKRMRVL
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $582.3M | ||
| Q3 25 | $168.5M | $461.6M | ||
| Q2 25 | $258.5M | $332.9M | ||
| Q1 25 | $24.1M | $514.0M | ||
| Q4 24 | $537.6M | $536.3M | ||
| Q3 24 | $164.2M | $306.4M | ||
| Q2 24 | $224.8M | $324.5M |
自由现金流AMKRMRVL
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $508.8M | ||
| Q3 25 | $-77.9M | $414.1M | ||
| Q2 25 | $112.3M | $214.1M | ||
| Q1 25 | $-55.7M | $444.1M | ||
| Q4 24 | $251.9M | $461.3M | ||
| Q3 24 | $-31.3M | $258.2M | ||
| Q2 24 | $58.4M | $233.0M |
自由现金流率AMKRMRVL
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 24.5% | ||
| Q3 25 | -3.9% | 20.6% | ||
| Q2 25 | 7.4% | 11.3% | ||
| Q1 25 | -4.2% | 24.4% | ||
| Q4 24 | 15.5% | 30.4% | ||
| Q3 24 | -1.7% | 20.3% | ||
| Q2 24 | 4.0% | 20.1% |
资本支出强度AMKRMRVL
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 3.5% | ||
| Q3 25 | 12.4% | 2.4% | ||
| Q2 25 | 9.7% | 6.3% | ||
| Q1 25 | 6.0% | 3.8% | ||
| Q4 24 | 17.5% | 4.9% | ||
| Q3 24 | 10.5% | 3.8% | ||
| Q2 24 | 11.4% | 7.9% |
现金转化率AMKRMRVL
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 0.31× | ||
| Q3 25 | 1.33× | 2.37× | ||
| Q2 25 | 4.75× | 1.87× | ||
| Q1 25 | 1.14× | 2.57× | ||
| 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% |
MRVL
暂无分部数据
