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安靠科技（AMKR）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是安靠科技的1.3倍（$2.2B vs $1.7B），安靠科技净利率更高（4.9% vs 4.5%，领先0.5%），安靠科技同比增速更快（27.5% vs 10.1%），过去两年安靠科技的营收复合增速更高（7.4% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
AMKR vs POST — 直观对比
营收规模更大
POST
是对方的1.3倍
$1.7B
营收增速更快
AMKR
高出17.3%
10.1%
净利率更高
AMKR
高出0.5%
4.5%
两年增速更快
AMKR
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $83.0M | $96.8M |
| 毛利率 | 14.2% | 29.4% |
| 营业利润率 | 5.9% | 11.0% |
| 净利率 | 4.9% | 4.5% |
| 营收同比 | 27.5% | 10.1% |
| 净利润同比 | 295.2% | -14.6% |
| 每股收益（稀释后） | $0.33 | $1.71 |
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AMKRPOST
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.5B | $1.9B |
净利润AMKRPOST
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $96.8M | ||
| Q3 25 | $126.6M | $51.0M | ||
| Q2 25 | $54.4M | $108.8M | ||
| Q1 25 | $21.1M | $62.6M | ||
| Q4 24 | $105.6M | $113.3M | ||
| Q3 24 | $122.6M | $81.6M | ||
| Q2 24 | $66.9M | $99.8M |
毛利率AMKRPOST
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 29.4% | ||
| Q3 25 | 14.3% | 26.8% | ||
| Q2 25 | 12.0% | 30.0% | ||
| Q1 25 | 11.9% | 28.0% | ||
| Q4 24 | 15.1% | 30.1% | ||
| Q3 24 | 14.6% | 28.6% | ||
| Q2 24 | 14.5% | 29.6% |
营业利润率AMKRPOST
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 11.0% | ||
| Q3 25 | 8.0% | 7.5% | ||
| Q2 25 | 6.1% | 11.8% | ||
| Q1 25 | 2.4% | 9.3% | ||
| Q4 24 | 8.3% | 10.8% | ||
| Q3 24 | 8.0% | 9.5% | ||
| Q2 24 | 5.6% | 10.4% |
净利率AMKRPOST
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 4.5% | ||
| Q3 25 | 6.4% | 2.3% | ||
| Q2 25 | 3.6% | 5.5% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 6.5% | 5.7% | ||
| Q3 24 | 6.6% | 4.1% | ||
| Q2 24 | 4.6% | 5.1% |
每股收益（稀释后）AMKRPOST
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $1.71 | ||
| Q3 25 | $0.51 | $0.91 | ||
| Q2 25 | $0.22 | $1.79 | ||
| Q1 25 | $0.09 | $1.03 | ||
| Q4 24 | $0.43 | $1.78 | ||
| Q3 24 | $0.49 | $1.28 | ||
| Q2 24 | $0.27 | $1.53 |
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 | $279.3M |
| 总债务越低越好 | $1.3B | $7.5B |
| 股东权益账面价值 | $4.6B | $3.5B |
| 总资产 | $8.3B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.28× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资AMKRPOST
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $279.3M | ||
| Q3 25 | $2.1B | $176.7M | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $1.6B | $617.6M | ||
| Q4 24 | $1.6B | $872.9M | ||
| Q3 24 | $1.5B | $787.4M | ||
| Q2 24 | $1.5B | $333.8M |
总债务AMKRPOST
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
股东权益AMKRPOST
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $3.5B | ||
| Q3 25 | $4.3B | $3.8B | ||
| Q2 25 | $4.2B | $4.0B | ||
| Q1 25 | $4.2B | $3.8B | ||
| Q4 24 | $4.1B | $3.9B | ||
| Q3 24 | $4.2B | $4.1B | ||
| Q2 24 | $4.0B | $3.9B |
总资产AMKRPOST
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $13.0B | ||
| Q3 25 | $8.2B | $13.5B | ||
| Q2 25 | $7.7B | $13.4B | ||
| Q1 25 | $6.9B | $12.8B | ||
| Q4 24 | $6.9B | $12.8B | ||
| Q3 24 | $7.0B | $12.9B | ||
| Q2 24 | $6.9B | $12.1B |
负债/权益比AMKRPOST
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.3M |
| 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% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.75× | 2.43× |
| 过去12个月自由现金流最近4个季度 | — | $436.0M |
8季度趋势，按日历期对齐
经营现金流AMKRPOST
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $235.7M | ||
| Q3 25 | $168.5M | $301.3M | ||
| Q2 25 | $258.5M | $225.9M | ||
| Q1 25 | $24.1M | $160.7M | ||
| Q4 24 | $537.6M | $310.4M | ||
| Q3 24 | $164.2M | $235.4M | ||
| Q2 24 | $224.8M | $272.3M |
自由现金流AMKRPOST
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $119.3M | ||
| Q3 25 | $-77.9M | $151.6M | ||
| Q2 25 | $112.3M | $94.9M | ||
| Q1 25 | $-55.7M | $70.2M | ||
| Q4 24 | $251.9M | $171.4M | ||
| Q3 24 | $-31.3M | $96.2M | ||
| Q2 24 | $58.4M | $161.5M |
自由现金流率AMKRPOST
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 5.5% | ||
| Q3 25 | -3.9% | 6.7% | ||
| Q2 25 | 7.4% | 4.8% | ||
| Q1 25 | -4.2% | 3.6% | ||
| Q4 24 | 15.5% | 8.7% | ||
| Q3 24 | -1.7% | 4.8% | ||
| Q2 24 | 4.0% | 8.3% |
资本支出强度AMKRPOST
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 5.4% | ||
| Q3 25 | 12.4% | 6.7% | ||
| Q2 25 | 9.7% | 6.6% | ||
| Q1 25 | 6.0% | 4.6% | ||
| Q4 24 | 17.5% | 7.0% | ||
| Q3 24 | 10.5% | 6.9% | ||
| Q2 24 | 11.4% | 5.7% |
现金转化率AMKRPOST
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 2.43× | ||
| Q3 25 | 1.33× | 5.91× | ||
| Q2 25 | 4.75× | 2.08× | ||
| Q1 25 | 1.14× | 2.57× | ||
| Q4 24 | 5.09× | 2.74× | ||
| Q3 24 | 1.34× | 2.88× | ||
| Q2 24 | 3.36× | 2.73× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
