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安靠科技（AMKR）与Meritage Homes CORP（MTH）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Meritage Homes CORP的1.2倍（$1.7B vs $1.4B），Meritage Homes CORP净利率更高（17.7% vs 4.9%，领先12.8%），安靠科技同比增速更快（27.5% vs 10.5%）
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。
Meritage Homes Corporation是美国上市房地产开发企业，主营全美范围内各类独栋住宅建造业务，按2023年房屋销量计算为美国第五大住宅建筑商，同时在亚利桑那州开发活跃长者社区及高端地产项目。
AMKR vs MTH — 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16.9%
10.5%
净利率更高
MTH
高出12.8%
4.9%
损益表 — Q1 FY2026 vs Q2 FY2022
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $83.0M | $250.1M |
| 毛利率 | 14.2% | 31.5% |
| 营业利润率 | 5.9% | 23.5% |
| 净利率 | 4.9% | 17.7% |
| 营收同比 | 27.5% | 10.5% |
| 净利润同比 | 295.2% | 49.4% |
| 每股收益（稀释后） | $0.33 | $6.77 |
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AMKRMTH
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.5B | — |
净利润AMKRMTH
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | — | ||
| Q3 25 | $126.6M | — | ||
| Q2 25 | $54.4M | — | ||
| Q1 25 | $21.1M | — | ||
| Q4 24 | $105.6M | — | ||
| Q3 24 | $122.6M | — | ||
| Q2 24 | $66.9M | — |
毛利率AMKRMTH
| 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AMKRMTH
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.0% | — | ||
| Q2 24 | 5.6% | — |
净利率AMKRMTH
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 4.6% | — |
每股收益（稀释后）AMKRMTH
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | — | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $0.22 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.43 | — | ||
| Q3 24 | $0.49 | — | ||
| Q2 24 | $0.27 | — |
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 | $272.1M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $3.4B |
| 总资产 | $8.3B | $5.3B |
| 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AMKRMTH
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
总债务AMKRMTH
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRMTH
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.0B | — |
总资产AMKRMTH
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $6.9B | — |
负债/权益比AMKRMTH
| 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 | $-219.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-225.4M |
| 自由现金流率自由现金流/营收 | — | -16.0% |
| 资本支出强度资本支出/营收 | 29.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.75× | -0.88× |
| 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AMKRMTH
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | — | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $258.5M | — | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $537.6M | — | ||
| Q3 24 | $164.2M | — | ||
| Q2 24 | $224.8M | — |
自由现金流AMKRMTH
| 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AMKRMTH
| 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AMKRMTH
| 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AMKRMTH
| 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% |
MTH
| Home Building | $1.4B | 100% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $9.8M | 1% |
| Financial Service | $5.1M | 0% |
| Land Closing | $3.4M | 0% |
