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安靠科技（AMKR）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是安靠科技的1.6倍（$2.7B vs $1.7B），安靠科技净利率更高（4.9% vs 2.5%，领先2.4%），Rocket Companies, Inc.同比增速更快（52.2% vs 27.5%），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
AMKR vs RKT — 直观对比
营收规模更大
RKT
是对方的1.6倍
$1.7B
营收增速更快
RKT
高出24.7%
27.5%
净利率更高
AMKR
高出2.4%
2.5%
两年增速更快
RKT
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.7B |
| 净利润 | $83.0M | $68.0M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | 6.3% |
| 净利率 | 4.9% | 2.5% |
| 营收同比 | 27.5% | 52.2% |
| 净利润同比 | 295.2% | 100.8% |
| 每股收益（稀释后） | $0.33 | $0.10 |
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AMKRRKT
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $2.7B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.9B | $646.9M | ||
| Q2 24 | $1.5B | $1.3B |
净利润AMKRRKT
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $68.0M | ||
| Q3 25 | $126.6M | $-123.9M | ||
| Q2 25 | $54.4M | $-1.8M | ||
| Q1 25 | $21.1M | $-10.4M | ||
| Q4 24 | $105.6M | $33.9M | ||
| Q3 24 | $122.6M | $-22.0M | ||
| Q2 24 | $66.9M | $1.3M |
毛利率AMKRRKT
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 11.9% | — | ||
| Q4 24 | 15.1% | 58.9% | ||
| Q3 24 | 14.6% | -8.4% | ||
| Q2 24 | 14.5% | 47.4% |
营业利润率AMKRRKT
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 6.3% | ||
| Q3 25 | 8.0% | -11.5% | ||
| Q2 25 | 6.1% | 1.8% | ||
| Q1 25 | 2.4% | -21.5% | ||
| Q4 24 | 8.3% | 38.1% | ||
| Q3 24 | 8.0% | -76.9% | ||
| Q2 24 | 5.6% | 14.8% |
净利率AMKRRKT
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 2.5% | ||
| Q3 25 | 6.4% | -7.7% | ||
| Q2 25 | 3.6% | -0.1% | ||
| Q1 25 | 1.6% | -1.0% | ||
| Q4 24 | 6.5% | 1.9% | ||
| Q3 24 | 6.6% | -3.4% | ||
| Q2 24 | 4.6% | 0.1% |
每股收益（稀释后）AMKRRKT
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.10 | ||
| Q3 25 | $0.51 | $-0.06 | ||
| Q2 25 | $0.22 | $-0.01 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $0.43 | $0.28 | ||
| Q3 24 | $0.49 | $-0.19 | ||
| Q2 24 | $0.27 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $22.9B |
| 总资产 | $8.3B | $60.7B |
| 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AMKRRKT
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.0B | $5.1B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.3B |
总债务AMKRRKT
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRRKT
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $22.9B | ||
| Q3 25 | $4.3B | $8.9B | ||
| Q2 25 | $4.2B | $7.4B | ||
| Q1 25 | $4.2B | $8.6B | ||
| Q4 24 | $4.1B | $9.0B | ||
| Q3 24 | $4.2B | $8.4B | ||
| Q2 24 | $4.0B | $8.8B |
总资产AMKRRKT
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $60.7B | ||
| Q3 25 | $8.2B | $33.6B | ||
| Q2 25 | $7.7B | $30.4B | ||
| Q1 25 | $6.9B | $25.3B | ||
| Q4 24 | $6.9B | $24.5B | ||
| Q3 24 | $7.0B | $25.1B | ||
| Q2 24 | $6.9B | $23.6B |
负债/权益比AMKRRKT
| 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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | 29.0% | 1.5% |
| 现金转化率经营现金流/净利润 | 1.75× | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势，按日历期对齐
经营现金流AMKRRKT
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $-1.2B | ||
| Q3 25 | $168.5M | $-50.3M | ||
| Q2 25 | $258.5M | $-1.9B | ||
| Q1 25 | $24.1M | $-797.0M | ||
| Q4 24 | $537.6M | $1.8B | ||
| Q3 24 | $164.2M | $-1.3B | ||
| Q2 24 | $224.8M | $-122.3M |
自由现金流AMKRRKT
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $-1.3B | ||
| Q3 25 | $-77.9M | $-71.8M | ||
| Q2 25 | $112.3M | $-1.9B | ||
| Q1 25 | $-55.7M | $-811.0M | ||
| Q4 24 | $251.9M | $1.8B | ||
| Q3 24 | $-31.3M | $-1.4B | ||
| Q2 24 | $58.4M | $-138.3M |
自由现金流率AMKRRKT
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | -47.2% | ||
| Q3 25 | -3.9% | -4.5% | ||
| Q2 25 | 7.4% | -137.2% | ||
| Q1 25 | -4.2% | -78.2% | ||
| Q4 24 | 15.5% | 103.1% | ||
| Q3 24 | -1.7% | -209.6% | ||
| Q2 24 | 4.0% | -10.6% |
资本支出强度AMKRRKT
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 1.5% | ||
| Q3 25 | 12.4% | 1.3% | ||
| Q2 25 | 9.7% | 1.1% | ||
| Q1 25 | 6.0% | 1.4% | ||
| Q4 24 | 17.5% | 1.1% | ||
| Q3 24 | 10.5% | 2.9% | ||
| Q2 24 | 11.4% | 1.2% |
现金转化率AMKRRKT
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | -18.08× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 5.09× | 54.42× | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 3.36× | -94.46× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
