vs
安靠科技（AMKR）与利氏兄弟拍卖行（RBA）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利氏兄弟拍卖行的1.4倍（$1.7B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs 4.9%，领先4.2%），安靠科技同比增速更快（27.5% vs 5.4%），过去两年安靠科技的营收复合增速更高（7.4% vs 6.3%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
AMKR vs RBA — 直观对比
营收规模更大
AMKR
是对方的1.4倍
$1.2B
营收增速更快
AMKR
高出22.0%
5.4%
净利率更高
RBA
高出4.2%
4.9%
两年增速更快
AMKR
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $83.0M | $109.7M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | 14.7% |
| 净利率 | 4.9% | 9.1% |
| 营收同比 | 27.5% | 5.4% |
| 净利润同比 | 295.2% | -7.4% |
| 每股收益（稀释后） | $0.33 | $0.53 |
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AMKRRBA
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.9B | $981.8M | ||
| Q2 24 | $1.5B | $1.1B |
净利润AMKRRBA
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $109.7M | ||
| Q3 25 | $126.6M | $95.5M | ||
| Q2 25 | $54.4M | $109.8M | ||
| Q1 25 | $21.1M | $113.4M | ||
| Q4 24 | $105.6M | $118.5M | ||
| Q3 24 | $122.6M | $76.1M | ||
| Q2 24 | $66.9M | $111.1M |
毛利率AMKRRBA
| 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AMKRRBA
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 14.7% | ||
| Q3 25 | 8.0% | 14.5% | ||
| Q2 25 | 6.1% | 15.9% | ||
| Q1 25 | 2.4% | 17.1% | ||
| Q4 24 | 8.3% | 18.1% | ||
| Q3 24 | 8.0% | 15.6% | ||
| Q2 24 | 5.6% | 18.4% |
净利率AMKRRBA
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 9.1% | ||
| Q3 25 | 6.4% | 8.7% | ||
| Q2 25 | 3.6% | 9.3% | ||
| Q1 25 | 1.6% | 10.2% | ||
| Q4 24 | 6.5% | 10.4% | ||
| Q3 24 | 6.6% | 7.8% | ||
| Q2 24 | 4.6% | 10.1% |
每股收益（稀释后）AMKRRBA
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.53 | ||
| Q3 25 | $0.51 | $0.43 | ||
| Q2 25 | $0.22 | $0.53 | ||
| Q1 25 | $0.09 | $0.55 | ||
| Q4 24 | $0.43 | $0.58 | ||
| Q3 24 | $0.49 | $0.36 | ||
| Q2 24 | $0.27 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | $1.3B | $2.3B |
| 股东权益账面价值 | $4.6B | $5.6B |
| 总资产 | $8.3B | $12.1B |
| 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AMKRRBA
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $531.5M | ||
| Q3 25 | $2.1B | $674.7M | ||
| Q2 25 | $2.0B | $710.2M | ||
| Q1 25 | $1.6B | $578.1M | ||
| Q4 24 | $1.6B | $533.9M | ||
| Q3 24 | $1.5B | $650.7M | ||
| Q2 24 | $1.5B | $599.5M |
总债务AMKRRBA
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益AMKRRBA
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $5.6B | ||
| Q3 25 | $4.3B | $5.5B | ||
| Q2 25 | $4.2B | $5.5B | ||
| Q1 25 | $4.2B | $5.3B | ||
| Q4 24 | $4.1B | $5.2B | ||
| Q3 24 | $4.2B | $5.2B | ||
| Q2 24 | $4.0B | $5.2B |
总资产AMKRRBA
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $12.1B | ||
| Q3 25 | $8.2B | $12.2B | ||
| Q2 25 | $7.7B | $12.2B | ||
| Q1 25 | $6.9B | $11.9B | ||
| Q4 24 | $6.9B | $11.8B | ||
| Q3 24 | $7.0B | $11.9B | ||
| Q2 24 | $6.9B | $12.1B |
负债/权益比AMKRRBA
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 29.0% | 5.7% |
| 现金转化率经营现金流/净利润 | 1.75× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流AMKRRBA
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $255.2M | ||
| Q3 25 | $168.5M | $239.7M | ||
| Q2 25 | $258.5M | $326.5M | ||
| Q1 25 | $24.1M | $156.8M | ||
| Q4 24 | $537.6M | $184.5M | ||
| Q3 24 | $164.2M | $285.4M | ||
| Q2 24 | $224.8M | $337.3M |
自由现金流AMKRRBA
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $186.5M | ||
| Q3 25 | $-77.9M | $188.5M | ||
| Q2 25 | $112.3M | $241.7M | ||
| Q1 25 | $-55.7M | $102.5M | ||
| Q4 24 | $251.9M | $127.9M | ||
| Q3 24 | $-31.3M | $248.5M | ||
| Q2 24 | $58.4M | $308.6M |
自由现金流率AMKRRBA
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 15.5% | ||
| Q3 25 | -3.9% | 17.3% | ||
| Q2 25 | 7.4% | 20.4% | ||
| Q1 25 | -4.2% | 9.2% | ||
| Q4 24 | 15.5% | 11.2% | ||
| Q3 24 | -1.7% | 25.3% | ||
| Q2 24 | 4.0% | 28.2% |
资本支出强度AMKRRBA
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 5.7% | ||
| Q3 25 | 12.4% | 4.7% | ||
| Q2 25 | 9.7% | 7.2% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | 17.5% | 5.0% | ||
| Q3 24 | 10.5% | 3.8% | ||
| Q2 24 | 11.4% | 2.6% |
现金转化率AMKRRBA
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 2.33× | ||
| Q3 25 | 1.33× | 2.51× | ||
| Q2 25 | 4.75× | 2.97× | ||
| Q1 25 | 1.14× | 1.38× | ||
| Q4 24 | 5.09× | 1.56× | ||
| Q3 24 | 1.34× | 3.75× | ||
| Q2 24 | 3.36× | 3.04× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
