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安靠科技（AMKR）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
RYDER SYSTEM INC的季度营收约是安靠科技的1.9倍（$3.1B vs $1.7B），安靠科技净利率更高（4.9% vs 3.0%，领先2.0%），安靠科技同比增速更快（27.5% vs 1.0%），过去两年安靠科技的营收复合增速更高（7.4% vs -0.9%）
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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
AMKR vs R — 直观对比
营收规模更大
R
是对方的1.9倍
$1.7B
营收增速更快
AMKR
高出26.5%
1.0%
净利率更高
AMKR
高出2.0%
3.0%
两年增速更快
AMKR
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $83.0M | $93.0M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | — |
| 净利率 | 4.9% | 3.0% |
| 营收同比 | 27.5% | 1.0% |
| 净利润同比 | 295.2% | -5.1% |
| 每股收益（稀释后） | $0.33 | $2.34 |
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AMKRR
| Q1 26 | $1.7B | $3.1B | ||
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.3B | $3.1B | ||
| Q4 24 | $1.6B | $3.2B | ||
| Q3 24 | $1.9B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B |
净利润AMKRR
| Q1 26 | $83.0M | $93.0M | ||
| Q4 25 | $171.8M | $132.0M | ||
| Q3 25 | $126.6M | $138.0M | ||
| Q2 25 | $54.4M | $131.0M | ||
| Q1 25 | $21.1M | $98.0M | ||
| Q4 24 | $105.6M | $135.0M | ||
| Q3 24 | $122.6M | $142.0M | ||
| Q2 24 | $66.9M | $127.0M |
毛利率AMKRR
| 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AMKRR
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 5.6% | ||
| Q3 25 | 8.0% | 6.0% | ||
| Q2 25 | 6.1% | 5.8% | ||
| Q1 25 | 2.4% | 4.3% | ||
| Q4 24 | 8.3% | 5.7% | ||
| Q3 24 | 8.0% | 5.9% | ||
| Q2 24 | 5.6% | 5.6% |
净利率AMKRR
| Q1 26 | 4.9% | 3.0% | ||
| Q4 25 | 9.1% | 4.2% | ||
| Q3 25 | 6.4% | 4.4% | ||
| Q2 25 | 3.6% | 4.1% | ||
| Q1 25 | 1.6% | 3.1% | ||
| Q4 24 | 6.5% | 4.2% | ||
| Q3 24 | 6.6% | 4.5% | ||
| Q2 24 | 4.6% | 4.0% |
每股收益（稀释后）AMKRR
| Q1 26 | $0.33 | $2.34 | ||
| Q4 25 | $0.68 | $3.22 | ||
| Q3 25 | $0.51 | $3.32 | ||
| Q2 25 | $0.22 | $3.13 | ||
| Q1 25 | $0.09 | $2.27 | ||
| Q4 24 | $0.43 | $3.09 | ||
| Q3 24 | $0.49 | $3.24 | ||
| Q2 24 | $0.27 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $2.9B |
| 总资产 | $8.3B | — |
| 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AMKRR
| Q1 26 | $1.8B | $182.0M | ||
| Q4 25 | $2.0B | $198.0M | ||
| Q3 25 | $2.1B | $189.0M | ||
| Q2 25 | $2.0B | $180.0M | ||
| Q1 25 | $1.6B | $151.0M | ||
| Q4 24 | $1.6B | $154.0M | ||
| Q3 24 | $1.5B | $162.0M | ||
| Q2 24 | $1.5B | $164.0M |
总债务AMKRR
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益AMKRR
| Q1 26 | $4.6B | $2.9B | ||
| Q4 25 | $4.5B | $3.1B | ||
| Q3 25 | $4.3B | $3.1B | ||
| Q2 25 | $4.2B | $3.1B | ||
| Q1 25 | $4.2B | $3.0B | ||
| Q4 24 | $4.1B | $3.1B | ||
| Q3 24 | $4.2B | $3.1B | ||
| Q2 24 | $4.0B | $3.1B |
总资产AMKRR
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $16.4B | ||
| Q3 25 | $8.2B | $16.5B | ||
| Q2 25 | $7.7B | $16.5B | ||
| Q1 25 | $6.9B | $16.4B | ||
| Q4 24 | $6.9B | $16.7B | ||
| Q3 24 | $7.0B | $16.5B | ||
| Q2 24 | $6.9B | $16.4B |
负债/权益比AMKRR
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | — | $273.0M |
| 自由现金流率自由现金流/营收 | — | 8.7% |
| 资本支出强度资本支出/营收 | 29.0% | 13.7% |
| 现金转化率经营现金流/净利润 | 1.75× | 6.27× |
| 过去12个月自由现金流最近4个季度 | — | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMKRR
| Q1 26 | $145.1M | $583.0M | ||
| Q4 25 | $644.5M | $749.0M | ||
| Q3 25 | $168.5M | $442.0M | ||
| Q2 25 | $258.5M | $752.0M | ||
| Q1 25 | $24.1M | $651.0M | ||
| Q4 24 | $537.6M | $558.0M | ||
| Q3 24 | $164.2M | $629.0M | ||
| Q2 24 | $224.8M | $552.0M |
自由现金流AMKRR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $212.4M | $344.0M | ||
| Q3 25 | $-77.9M | $-85.0M | ||
| Q2 25 | $112.3M | $63.0M | ||
| Q1 25 | $-55.7M | $137.0M | ||
| Q4 24 | $251.9M | $-201.0M | ||
| Q3 24 | $-31.3M | $30.0M | ||
| Q2 24 | $58.4M | $-87.0M |
自由现金流率AMKRR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 11.2% | 10.8% | ||
| Q3 25 | -3.9% | -2.7% | ||
| Q2 25 | 7.4% | 2.0% | ||
| Q1 25 | -4.2% | 4.4% | ||
| Q4 24 | 15.5% | -6.3% | ||
| Q3 24 | -1.7% | 0.9% | ||
| Q2 24 | 4.0% | -2.7% |
资本支出强度AMKRR
| Q1 26 | 29.0% | 13.7% | ||
| Q4 25 | 22.9% | 12.8% | ||
| Q3 25 | 12.4% | 16.6% | ||
| Q2 25 | 9.7% | 21.6% | ||
| Q1 25 | 6.0% | 16.4% | ||
| Q4 24 | 17.5% | 23.8% | ||
| Q3 24 | 10.5% | 18.9% | ||
| Q2 24 | 11.4% | 20.1% |
现金转化率AMKRR
| Q1 26 | 1.75× | 6.27× | ||
| Q4 25 | 3.75× | 5.67× | ||
| Q3 25 | 1.33× | 3.20× | ||
| Q2 25 | 4.75× | 5.74× | ||
| Q1 25 | 1.14× | 6.64× | ||
| Q4 24 | 5.09× | 4.13× | ||
| Q3 24 | 1.34× | 4.43× | ||
| Q2 24 | 3.36× | 4.35× |
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% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
