vs
安靠科技（AMKR）与瑞思迈（RMD）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瑞思迈的1.2倍（$1.7B vs $1.4B），瑞思迈净利率更高（27.6% vs 4.9%，领先22.7%），安靠科技同比增速更快（27.5% vs 11.0%），过去两年瑞思迈的营收复合增速更高（9.0% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AMKR vs RMD — 直观对比
营收规模更大
AMKR
是对方的1.2倍
$1.4B
营收增速更快
AMKR
高出16.5%
11.0%
净利率更高
RMD
高出22.7%
4.9%
两年增速更快
RMD
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $83.0M | $392.6M |
| 毛利率 | 14.2% | 61.8% |
| 营业利润率 | 5.9% | 34.6% |
| 净利率 | 4.9% | 27.6% |
| 营收同比 | 27.5% | 11.0% |
| 净利润同比 | 295.2% | 13.9% |
| 每股收益（稀释后） | $0.33 | $2.68 |
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AMKRRMD
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润AMKRRMD
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $392.6M | ||
| Q3 25 | $126.6M | $348.5M | ||
| Q2 25 | $54.4M | $379.7M | ||
| Q1 25 | $21.1M | $365.0M | ||
| Q4 24 | $105.6M | $344.6M | ||
| Q3 24 | $122.6M | $311.4M | ||
| Q2 24 | $66.9M | $292.2M |
毛利率AMKRRMD
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 61.8% | ||
| Q3 25 | 14.3% | 61.5% | ||
| Q2 25 | 12.0% | 60.8% | ||
| Q1 25 | 11.9% | 59.3% | ||
| Q4 24 | 15.1% | 58.6% | ||
| Q3 24 | 14.6% | 58.6% | ||
| Q2 24 | 14.5% | 58.5% |
营业利润率AMKRRMD
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 34.6% | ||
| Q3 25 | 8.0% | 33.4% | ||
| Q2 25 | 6.1% | 33.7% | ||
| Q1 25 | 2.4% | 33.0% | ||
| Q4 24 | 8.3% | 32.5% | ||
| Q3 24 | 8.0% | 31.6% | ||
| Q2 24 | 5.6% | 31.2% |
净利率AMKRRMD
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 27.6% | ||
| Q3 25 | 6.4% | 26.1% | ||
| Q2 25 | 3.6% | 28.2% | ||
| Q1 25 | 1.6% | 28.3% | ||
| Q4 24 | 6.5% | 26.9% | ||
| Q3 24 | 6.6% | 25.4% | ||
| Q2 24 | 4.6% | 23.9% |
每股收益（稀释后）AMKRRMD
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $2.68 | ||
| Q3 25 | $0.51 | $2.37 | ||
| Q2 25 | $0.22 | $2.58 | ||
| Q1 25 | $0.09 | $2.48 | ||
| Q4 24 | $0.43 | $2.34 | ||
| Q3 24 | $0.49 | $2.11 | ||
| Q2 24 | $0.27 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $1.3B | $403.9M |
| 股东权益账面价值 | $4.6B | $6.3B |
| 总资产 | $8.3B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AMKRRMD
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.6B | $932.7M | ||
| Q4 24 | $1.6B | $521.9M | ||
| Q3 24 | $1.5B | $426.4M | ||
| Q2 24 | $1.5B | $238.4M |
总债务AMKRRMD
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益AMKRRMD
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $6.3B | ||
| Q3 25 | $4.3B | $6.1B | ||
| Q2 25 | $4.2B | $6.0B | ||
| Q1 25 | $4.2B | $5.5B | ||
| Q4 24 | $4.1B | $5.3B | ||
| Q3 24 | $4.2B | $5.2B | ||
| Q2 24 | $4.0B | $4.9B |
总资产AMKRRMD
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $8.5B | ||
| Q3 25 | $8.2B | $8.3B | ||
| Q2 25 | $7.7B | $8.2B | ||
| Q1 25 | $6.9B | $7.6B | ||
| Q4 24 | $6.9B | $7.1B | ||
| Q3 24 | $7.0B | $7.2B | ||
| Q2 24 | $6.9B | $6.9B |
负债/权益比AMKRRMD
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | 29.0% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.75× | 0.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流AMKRRMD
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $339.7M | ||
| Q3 25 | $168.5M | $457.3M | ||
| Q2 25 | $258.5M | $538.8M | ||
| Q1 25 | $24.1M | $578.7M | ||
| Q4 24 | $537.6M | $308.6M | ||
| Q3 24 | $164.2M | $325.5M | ||
| Q2 24 | $224.8M | $440.1M |
自由现金流AMKRRMD
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $311.2M | ||
| Q3 25 | $-77.9M | $414.4M | ||
| Q2 25 | $112.3M | $508.2M | ||
| Q1 25 | $-55.7M | $557.9M | ||
| Q4 24 | $251.9M | $288.0M | ||
| Q3 24 | $-31.3M | $307.7M | ||
| Q2 24 | $58.4M | $415.2M |
自由现金流率AMKRRMD
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 21.9% | ||
| Q3 25 | -3.9% | 31.0% | ||
| Q2 25 | 7.4% | 37.7% | ||
| Q1 25 | -4.2% | 43.2% | ||
| Q4 24 | 15.5% | 22.5% | ||
| Q3 24 | -1.7% | 25.1% | ||
| Q2 24 | 4.0% | 33.9% |
资本支出强度AMKRRMD
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 2.0% | ||
| Q3 25 | 12.4% | 3.2% | ||
| Q2 25 | 9.7% | 2.3% | ||
| Q1 25 | 6.0% | 1.6% | ||
| Q4 24 | 17.5% | 1.6% | ||
| Q3 24 | 10.5% | 1.5% | ||
| Q2 24 | 11.4% | 2.0% |
现金转化率AMKRRMD
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 0.87× | ||
| Q3 25 | 1.33× | 1.31× | ||
| Q2 25 | 4.75× | 1.42× | ||
| Q1 25 | 1.14× | 1.59× | ||
| Q4 24 | 5.09× | 0.90× | ||
| Q3 24 | 1.34× | 1.05× | ||
| Q2 24 | 3.36× | 1.51× |
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% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
