vs
安靠科技（AMKR）与越洋钻探（RIG）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越洋钻探的1.6倍（$1.7B vs $1.0B），安靠科技净利率更高（4.9% vs 2.4%，领先2.5%），安靠科技同比增速更快（27.5% vs 9.6%），过去两年越洋钻探的营收复合增速更高（16.9% vs 7.4%）
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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
AMKR vs RIG — 直观对比
营收规模更大
AMKR
是对方的1.6倍
$1.0B
营收增速更快
AMKR
高出17.9%
9.6%
净利率更高
AMKR
高出2.5%
2.4%
两年增速更快
RIG
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $83.0M | $25.0M |
| 毛利率 | 14.2% | 42.0% |
| 营业利润率 | 5.9% | 23.0% |
| 净利率 | 4.9% | 2.4% |
| 营收同比 | 27.5% | 9.6% |
| 净利润同比 | 295.2% | 257.1% |
| 每股收益（稀释后） | $0.33 | $0.13 |
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AMKRRIG
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.3B | $906.0M | ||
| Q4 24 | $1.6B | $952.0M | ||
| Q3 24 | $1.9B | $948.0M | ||
| Q2 24 | $1.5B | $861.0M |
净利润AMKRRIG
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $25.0M | ||
| Q3 25 | $126.6M | $-1.9B | ||
| Q2 25 | $54.4M | $-938.0M | ||
| Q1 25 | $21.1M | $-79.0M | ||
| Q4 24 | $105.6M | $7.0M | ||
| Q3 24 | $122.6M | $-494.0M | ||
| Q2 24 | $66.9M | $-123.0M |
毛利率AMKRRIG
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 42.0% | ||
| Q3 25 | 14.3% | 43.2% | ||
| Q2 25 | 12.0% | 39.4% | ||
| Q1 25 | 11.9% | 31.8% | ||
| Q4 24 | 15.1% | 39.2% | ||
| Q3 24 | 14.6% | 40.6% | ||
| Q2 24 | 14.5% | 38.0% |
营业利润率AMKRRIG
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 23.0% | ||
| Q3 25 | 8.0% | -163.1% | ||
| Q2 25 | 6.1% | -97.6% | ||
| Q1 25 | 2.4% | 7.1% | ||
| Q4 24 | 8.3% | 13.7% | ||
| Q3 24 | 8.0% | -51.2% | ||
| Q2 24 | 5.6% | -6.9% |
净利率AMKRRIG
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 2.4% | ||
| Q3 25 | 6.4% | -187.1% | ||
| Q2 25 | 3.6% | -94.9% | ||
| Q1 25 | 1.6% | -8.7% | ||
| Q4 24 | 6.5% | 0.7% | ||
| Q3 24 | 6.6% | -52.1% | ||
| Q2 24 | 4.6% | -14.3% |
每股收益（稀释后）AMKRRIG
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.13 | ||
| Q3 25 | $0.51 | $-2.00 | ||
| Q2 25 | $0.22 | $-1.06 | ||
| Q1 25 | $0.09 | $-0.11 | ||
| Q4 24 | $0.43 | $-0.14 | ||
| Q3 24 | $0.49 | $-0.58 | ||
| Q2 24 | $0.27 | $-0.15 |
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 | $620.0M |
| 总债务越低越好 | $1.3B | $5.2B |
| 股东权益账面价值 | $4.6B | $8.1B |
| 总资产 | $8.3B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资AMKRRIG
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $620.0M | ||
| Q3 25 | $2.1B | $833.0M | ||
| Q2 25 | $2.0B | $377.0M | ||
| Q1 25 | $1.6B | $263.0M | ||
| Q4 24 | $1.6B | $560.0M | ||
| Q3 24 | $1.5B | $435.0M | ||
| Q2 24 | $1.5B | $475.0M |
总债务AMKRRIG
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益AMKRRIG
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $8.1B | ||
| Q3 25 | $4.3B | $8.1B | ||
| Q2 25 | $4.2B | $9.4B | ||
| Q1 25 | $4.2B | $10.2B | ||
| Q4 24 | $4.1B | $10.3B | ||
| Q3 24 | $4.2B | $10.2B | ||
| Q2 24 | $4.0B | $10.7B |
总资产AMKRRIG
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $15.6B | ||
| Q3 25 | $8.2B | $16.2B | ||
| Q2 25 | $7.7B | $17.8B | ||
| Q1 25 | $6.9B | $19.0B | ||
| Q4 24 | $6.9B | $19.4B | ||
| Q3 24 | $7.0B | $19.5B | ||
| Q2 24 | $6.9B | $20.3B |
负债/权益比AMKRRIG
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | 29.0% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.75× | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流AMKRRIG
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $349.0M | ||
| Q3 25 | $168.5M | $246.0M | ||
| Q2 25 | $258.5M | $128.0M | ||
| Q1 25 | $24.1M | $26.0M | ||
| Q4 24 | $537.6M | $206.0M | ||
| Q3 24 | $164.2M | $194.0M | ||
| Q2 24 | $224.8M | $133.0M |
自由现金流AMKRRIG
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $321.0M | ||
| Q3 25 | $-77.9M | $235.0M | ||
| Q2 25 | $112.3M | $104.0M | ||
| Q1 25 | $-55.7M | $-34.0M | ||
| Q4 24 | $251.9M | $177.0M | ||
| Q3 24 | $-31.3M | $136.0M | ||
| Q2 24 | $58.4M | $49.0M |
自由现金流率AMKRRIG
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 30.8% | ||
| Q3 25 | -3.9% | 22.9% | ||
| Q2 25 | 7.4% | 10.5% | ||
| Q1 25 | -4.2% | -3.8% | ||
| Q4 24 | 15.5% | 18.6% | ||
| Q3 24 | -1.7% | 14.3% | ||
| Q2 24 | 4.0% | 5.7% |
资本支出强度AMKRRIG
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 2.7% | ||
| Q3 25 | 12.4% | 1.1% | ||
| Q2 25 | 9.7% | 2.4% | ||
| Q1 25 | 6.0% | 6.6% | ||
| Q4 24 | 17.5% | 3.0% | ||
| Q3 24 | 10.5% | 6.1% | ||
| Q2 24 | 11.4% | 9.8% |
现金转化率AMKRRIG
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 13.96× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 5.09× | 29.43× | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 3.36× | — |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
