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安靠科技(AMKR)与罗致恒富(RHI)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罗致恒富的1.3倍($1.7B vs $1.3B),安靠科技同比增速更快(27.5% vs -5.8%),过去两年安靠科技的营收复合增速更高(7.4% vs -6.1%)
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。
罗致恒富是1948年成立的国际人力资源咨询机构,总部位于加利福尼亚州门洛帕克和圣拉蒙,是全球规模领先的会计与金融领域人才派遣服务商之一,在全球范围内设有超过345个办公点。
AMKR vs RHI — 直观对比
营收规模更大
AMKR
是对方的1.3倍
$1.3B
营收增速更快
AMKR
高出33.2%
-5.8%
两年增速更快
AMKR
近两年复合增速
-6.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $83.0M | — |
| 毛利率 | 14.2% | 37.6% |
| 营业利润率 | 5.9% | 1.7% |
| 净利率 | 4.9% | — |
| 营收同比 | 27.5% | -5.8% |
| 净利润同比 | 295.2% | — |
| 每股收益(稀释后) | $0.33 | $0.32 |
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
AMKR
RHI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B |
净利润
AMKR
RHI
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | — | ||
| Q3 25 | $126.6M | $42.9M | ||
| Q2 25 | $54.4M | $41.0M | ||
| Q1 25 | $21.1M | $17.4M | ||
| Q4 24 | $105.6M | — | ||
| Q3 24 | $122.6M | $65.5M | ||
| Q2 24 | $66.9M | $68.2M |
毛利率
AMKR
RHI
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 37.6% | ||
| Q3 25 | 14.3% | 37.2% | ||
| Q2 25 | 12.0% | 37.2% | ||
| Q1 25 | 11.9% | 36.9% | ||
| Q4 24 | 15.1% | 38.8% | ||
| Q3 24 | 14.6% | 39.0% | ||
| Q2 24 | 14.5% | 39.2% |
营业利润率
AMKR
RHI
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 1.7% | ||
| Q3 25 | 8.0% | 1.0% | ||
| Q2 25 | 6.1% | 0.1% | ||
| Q1 25 | 2.4% | 2.9% | ||
| Q4 24 | 8.3% | 4.7% | ||
| Q3 24 | 8.0% | 4.1% | ||
| Q2 24 | 5.6% | 5.1% |
净利率
AMKR
RHI
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.4% | 3.2% | ||
| Q2 25 | 3.6% | 3.0% | ||
| Q1 25 | 1.6% | 1.3% | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 6.6% | 4.5% | ||
| Q2 24 | 4.6% | 4.6% |
每股收益(稀释后)
AMKR
RHI
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.32 | ||
| Q3 25 | $0.51 | $0.43 | ||
| Q2 25 | $0.22 | $0.41 | ||
| Q1 25 | $0.09 | $0.17 | ||
| Q4 24 | $0.43 | $0.53 | ||
| Q3 24 | $0.49 | $0.64 | ||
| Q2 24 | $0.27 | $0.66 |
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 | $464.4M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $1.3B |
| 总资产 | $8.3B | $2.9B |
| 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
AMKR
RHI
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $464.4M | ||
| Q3 25 | $2.1B | $365.3M | ||
| Q2 25 | $2.0B | $380.5M | ||
| Q1 25 | $1.6B | $342.5M | ||
| Q4 24 | $1.6B | $537.6M | ||
| Q3 24 | $1.5B | $570.5M | ||
| Q2 24 | $1.5B | $547.4M |
总债务
AMKR
RHI
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AMKR
RHI
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $1.3B | ||
| Q3 25 | $4.3B | $1.3B | ||
| Q2 25 | $4.2B | $1.3B | ||
| Q1 25 | $4.2B | $1.3B | ||
| Q4 24 | $4.1B | $1.4B | ||
| Q3 24 | $4.2B | $1.5B | ||
| Q2 24 | $4.0B | $1.5B |
总资产
AMKR
RHI
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $2.9B | ||
| Q3 25 | $8.2B | $2.8B | ||
| Q2 25 | $7.7B | $2.8B | ||
| Q1 25 | $6.9B | $2.7B | ||
| Q4 24 | $6.9B | $2.9B | ||
| Q3 24 | $7.0B | $3.0B | ||
| Q2 24 | $6.9B | $2.9B |
负债/权益比
AMKR
RHI
| 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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | — | $170.8M |
| 自由现金流率自由现金流/营收 | — | 13.1% |
| 资本支出强度资本支出/营收 | 29.0% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.75× | — |
| 过去12个月自由现金流最近4个季度 | — | $266.8M |
8季度趋势,按日历期对齐
经营现金流
AMKR
RHI
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $182.5M | ||
| Q3 25 | $168.5M | $77.4M | ||
| Q2 25 | $258.5M | $119.4M | ||
| Q1 25 | $24.1M | $-59.3M | ||
| Q4 24 | $537.6M | $154.8M | ||
| Q3 24 | $164.2M | $129.6M | ||
| Q2 24 | $224.8M | $142.0M |
自由现金流
AMKR
RHI
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $170.8M | ||
| Q3 25 | $-77.9M | $63.6M | ||
| Q2 25 | $112.3M | $104.2M | ||
| Q1 25 | $-55.7M | $-71.7M | ||
| Q4 24 | $251.9M | $140.5M | ||
| Q3 24 | $-31.3M | $111.8M | ||
| Q2 24 | $58.4M | $129.6M |
自由现金流率
AMKR
RHI
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 13.1% | ||
| Q3 25 | -3.9% | 4.7% | ||
| Q2 25 | 7.4% | 7.6% | ||
| Q1 25 | -4.2% | -5.3% | ||
| Q4 24 | 15.5% | 10.2% | ||
| Q3 24 | -1.7% | 7.6% | ||
| Q2 24 | 4.0% | 8.8% |
资本支出强度
AMKR
RHI
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 0.9% | ||
| Q3 25 | 12.4% | 1.0% | ||
| Q2 25 | 9.7% | 1.1% | ||
| Q1 25 | 6.0% | 0.9% | ||
| Q4 24 | 17.5% | 1.0% | ||
| Q3 24 | 10.5% | 1.2% | ||
| Q2 24 | 11.4% | 0.8% |
现金转化率
AMKR
RHI
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | 1.80× | ||
| Q2 25 | 4.75× | 2.91× | ||
| Q1 25 | 1.14× | -3.42× | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | 1.98× | ||
| Q2 24 | 3.36× | 2.08× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |