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安靠科技（AMKR）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.3倍（$1.7B vs $1.3B），安靠科技净利率更高（4.9% vs -63.1%，领先68.0%），安靠科技同比增速更快（27.5% vs -25.8%），过去两年安靠科技的营收复合增速更高（7.4% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
AMKR vs RIVN — 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53.3%
-25.8%
净利率更高
AMKR
高出68.0%
-63.1%
两年增速更快
AMKR
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $83.0M | $-811.0M |
| 毛利率 | 14.2% | 9.3% |
| 营业利润率 | 5.9% | -64.8% |
| 净利率 | 4.9% | -63.1% |
| 营收同比 | 27.5% | -25.8% |
| 净利润同比 | 295.2% | -9.0% |
| 每股收益（稀释后） | $0.33 | $-0.66 |
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AMKRRIVN
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.9B | $874.0M | ||
| Q2 24 | $1.5B | $1.2B |
净利润AMKRRIVN
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $-811.0M | ||
| Q3 25 | $126.6M | $-1.2B | ||
| Q2 25 | $54.4M | $-1.1B | ||
| Q1 25 | $21.1M | $-545.0M | ||
| Q4 24 | $105.6M | $-744.0M | ||
| Q3 24 | $122.6M | $-1.1B | ||
| Q2 24 | $66.9M | $-1.5B |
毛利率AMKRRIVN
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 9.3% | ||
| Q3 25 | 14.3% | 1.5% | ||
| Q2 25 | 12.0% | -15.8% | ||
| Q1 25 | 11.9% | 16.6% | ||
| Q4 24 | 15.1% | 9.8% | ||
| Q3 24 | 14.6% | -44.9% | ||
| Q2 24 | 14.5% | -38.9% |
营业利润率AMKRRIVN
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | -64.8% | ||
| Q3 25 | 8.0% | -63.1% | ||
| Q2 25 | 6.1% | -85.5% | ||
| Q1 25 | 2.4% | -52.8% | ||
| Q4 24 | 8.3% | -38.1% | ||
| Q3 24 | 8.0% | -133.8% | ||
| Q2 24 | 5.6% | -118.7% |
净利率AMKRRIVN
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | -63.1% | ||
| Q3 25 | 6.4% | -75.3% | ||
| Q2 25 | 3.6% | -85.7% | ||
| Q1 25 | 1.6% | -44.0% | ||
| Q4 24 | 6.5% | -42.9% | ||
| Q3 24 | 6.6% | -125.9% | ||
| Q2 24 | 4.6% | -125.8% |
每股收益（稀释后）AMKRRIVN
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $-0.66 | ||
| Q3 25 | $0.51 | $-0.96 | ||
| Q2 25 | $0.22 | $-0.97 | ||
| Q1 25 | $0.09 | $-0.48 | ||
| Q4 24 | $0.43 | $-0.67 | ||
| Q3 24 | $0.49 | $-1.08 | ||
| Q2 24 | $0.27 | $-1.46 |
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 | $6.1B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $4.6B |
| 总资产 | $8.3B | $14.9B |
| 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AMKRRIVN
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $6.1B | ||
| Q3 25 | $2.1B | $7.1B | ||
| Q2 25 | $2.0B | $7.5B | ||
| Q1 25 | $1.6B | $7.2B | ||
| Q4 24 | $1.6B | $7.7B | ||
| Q3 24 | $1.5B | $6.7B | ||
| Q2 24 | $1.5B | $7.9B |
总债务AMKRRIVN
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益AMKRRIVN
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $4.6B | ||
| Q3 25 | $4.3B | $5.1B | ||
| Q2 25 | $4.2B | $6.1B | ||
| Q1 25 | $4.2B | $6.2B | ||
| Q4 24 | $4.1B | $6.6B | ||
| Q3 24 | $4.2B | $5.9B | ||
| Q2 24 | $4.0B | $6.8B |
总资产AMKRRIVN
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $14.9B | ||
| Q3 25 | $8.2B | $15.2B | ||
| Q2 25 | $7.7B | $15.6B | ||
| Q1 25 | $6.9B | $15.5B | ||
| Q4 24 | $6.9B | $15.4B | ||
| Q3 24 | $7.0B | $14.3B | ||
| Q2 24 | $6.9B | $15.4B |
负债/权益比AMKRRIVN
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | 29.0% | 36.0% |
| 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 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流AMKRRIVN
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $-681.0M | ||
| Q3 25 | $168.5M | $26.0M | ||
| Q2 25 | $258.5M | $64.0M | ||
| Q1 25 | $24.1M | $-188.0M | ||
| Q4 24 | $537.6M | $1.2B | ||
| Q3 24 | $164.2M | $-876.0M | ||
| Q2 24 | $224.8M | $-754.0M |
自由现金流AMKRRIVN
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $-1.1B | ||
| Q3 25 | $-77.9M | $-421.0M | ||
| Q2 25 | $112.3M | $-398.0M | ||
| Q1 25 | $-55.7M | $-526.0M | ||
| Q4 24 | $251.9M | $856.0M | ||
| Q3 24 | $-31.3M | $-1.2B | ||
| Q2 24 | $58.4M | $-1.0B |
自由现金流率AMKRRIVN
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | -89.0% | ||
| Q3 25 | -3.9% | -27.0% | ||
| Q2 25 | 7.4% | -30.5% | ||
| Q1 25 | -4.2% | -42.4% | ||
| Q4 24 | 15.5% | 49.4% | ||
| Q3 24 | -1.7% | -131.9% | ||
| Q2 24 | 4.0% | -89.6% |
资本支出强度AMKRRIVN
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 36.0% | ||
| Q3 25 | 12.4% | 28.7% | ||
| Q2 25 | 9.7% | 35.5% | ||
| Q1 25 | 6.0% | 27.3% | ||
| Q4 24 | 17.5% | 18.9% | ||
| Q3 24 | 10.5% | 31.7% | ||
| Q2 24 | 11.4% | 24.4% |
现金转化率AMKRRIVN
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 5.09× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
