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安靠科技（AMKR）与Qorvo, Inc.（QRVO）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Qorvo, Inc.的1.7倍（$1.7B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs 4.9%，领先11.6%），安靠科技同比增速更快（27.5% vs 8.4%），过去两年安靠科技的营收复合增速更高（7.4% vs 2.7%）
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。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
AMKR vs QRVO — 直观对比
营收规模更大
AMKR
是对方的1.7倍
$993.0M
营收增速更快
AMKR
高出19.1%
8.4%
净利率更高
QRVO
高出11.6%
4.9%
两年增速更快
AMKR
近两年复合增速
2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $993.0M |
| 净利润 | $83.0M | $164.1M |
| 毛利率 | 14.2% | 46.7% |
| 营业利润率 | 5.9% | 19.4% |
| 净利率 | 4.9% | 16.5% |
| 营收同比 | 27.5% | 8.4% |
| 净利润同比 | 295.2% | 297.5% |
| 每股收益（稀释后） | $0.33 | $1.75 |
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AMKRQRVO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $993.0M | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $1.5B | $818.8M | ||
| Q1 25 | $1.3B | $869.5M | ||
| Q4 24 | $1.6B | $916.3M | ||
| Q3 24 | $1.9B | $1.0B | ||
| Q2 24 | $1.5B | $886.7M |
净利润AMKRQRVO
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $164.1M | ||
| Q3 25 | $126.6M | $119.6M | ||
| Q2 25 | $54.4M | $25.6M | ||
| Q1 25 | $21.1M | $31.4M | ||
| Q4 24 | $105.6M | $41.3M | ||
| Q3 24 | $122.6M | $-17.4M | ||
| Q2 24 | $66.9M | $414.0K |
毛利率AMKRQRVO
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 46.7% | ||
| Q3 25 | 14.3% | 47.0% | ||
| Q2 25 | 12.0% | 40.5% | ||
| Q1 25 | 11.9% | 42.2% | ||
| Q4 24 | 15.1% | 42.7% | ||
| Q3 24 | 14.6% | 42.6% | ||
| Q2 24 | 14.5% | 37.5% |
营业利润率AMKRQRVO
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 19.4% | ||
| Q3 25 | 8.0% | 14.9% | ||
| Q2 25 | 6.1% | 3.7% | ||
| Q1 25 | 2.4% | 3.2% | ||
| Q4 24 | 8.3% | 5.8% | ||
| Q3 24 | 8.0% | 0.9% | ||
| Q2 24 | 5.6% | 0.5% |
净利率AMKRQRVO
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 16.5% | ||
| Q3 25 | 6.4% | 11.3% | ||
| Q2 25 | 3.6% | 3.1% | ||
| Q1 25 | 1.6% | 3.6% | ||
| Q4 24 | 6.5% | 4.5% | ||
| Q3 24 | 6.6% | -1.7% | ||
| Q2 24 | 4.6% | 0.0% |
每股收益（稀释后）AMKRQRVO
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $1.75 | ||
| Q3 25 | $0.51 | $1.28 | ||
| Q2 25 | $0.22 | $0.27 | ||
| Q1 25 | $0.09 | $0.33 | ||
| Q4 24 | $0.43 | $0.43 | ||
| Q3 24 | $0.49 | $-0.18 | ||
| Q2 24 | $0.27 | $0.00 |
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 | $1.3B |
| 总债务越低越好 | $1.3B | $1.5B |
| 股东权益账面价值 | $4.6B | $3.7B |
| 总资产 | $8.3B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资AMKRQRVO
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.6B | $769.4M | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
总债务AMKRQRVO
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
股东权益AMKRQRVO
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $3.7B | ||
| Q3 25 | $4.3B | $3.5B | ||
| Q2 25 | $4.2B | $3.4B | ||
| Q1 25 | $4.2B | $3.4B | ||
| Q4 24 | $4.1B | $3.4B | ||
| Q3 24 | $4.2B | $3.4B | ||
| Q2 24 | $4.0B | $3.5B |
总资产AMKRQRVO
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $6.2B | ||
| Q3 25 | $8.2B | $6.1B | ||
| Q2 25 | $7.7B | $6.0B | ||
| Q1 25 | $6.9B | $5.9B | ||
| Q4 24 | $6.9B | $6.0B | ||
| Q3 24 | $7.0B | $6.5B | ||
| Q2 24 | $6.9B | $6.4B |
负债/权益比AMKRQRVO
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× |
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 | $265.4M |
| 自由现金流经营现金流 - 资本支出 | — | $236.9M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | 29.0% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $595.2M |
8季度趋势，按日历期对齐
经营现金流AMKRQRVO
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $265.4M | ||
| Q3 25 | $168.5M | $84.0M | ||
| Q2 25 | $258.5M | $182.9M | ||
| Q1 25 | $24.1M | $199.2M | ||
| Q4 24 | $537.6M | $214.1M | ||
| Q3 24 | $164.2M | $127.8M | ||
| Q2 24 | $224.8M | $81.1M |
自由现金流AMKRQRVO
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $236.9M | ||
| Q3 25 | $-77.9M | $42.2M | ||
| Q2 25 | $112.3M | $145.4M | ||
| Q1 25 | $-55.7M | $170.7M | ||
| Q4 24 | $251.9M | $176.2M | ||
| Q3 24 | $-31.3M | $94.8M | ||
| Q2 24 | $58.4M | $42.9M |
自由现金流率AMKRQRVO
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 23.9% | ||
| Q3 25 | -3.9% | 4.0% | ||
| Q2 25 | 7.4% | 17.8% | ||
| Q1 25 | -4.2% | 19.6% | ||
| Q4 24 | 15.5% | 19.2% | ||
| Q3 24 | -1.7% | 9.1% | ||
| Q2 24 | 4.0% | 4.8% |
资本支出强度AMKRQRVO
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 2.9% | ||
| Q3 25 | 12.4% | 3.9% | ||
| Q2 25 | 9.7% | 4.6% | ||
| Q1 25 | 6.0% | 3.3% | ||
| Q4 24 | 17.5% | 4.1% | ||
| Q3 24 | 10.5% | 3.2% | ||
| Q2 24 | 11.4% | 4.3% |
现金转化率AMKRQRVO
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.62× | ||
| Q3 25 | 1.33× | 0.70× | ||
| Q2 25 | 4.75× | 7.15× | ||
| Q1 25 | 1.14× | 6.35× | ||
| Q4 24 | 5.09× | 5.19× | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 3.36× | 195.86× |
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% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
