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安靠科技（AMKR）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是安靠科技的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.9%，领先18.6%），安靠科技同比增速更快（27.5% vs -36.8%），过去两年安靠科技的营收复合增速更高（7.4% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
AMKR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
AMKR
高出64.2%
-36.8%
净利率更高
RNR
高出18.6%
4.9%
两年增速更快
AMKR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $83.0M | $515.8M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | — |
| 净利率 | 4.9% | 23.5% |
| 营收同比 | 27.5% | -36.8% |
| 净利润同比 | 295.2% | 72.6% |
| 每股收益（稀释后） | $0.33 | $6.57 |
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AMKRRNR
| Q1 26 | $1.7B | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.9B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润AMKRRNR
| Q1 26 | $83.0M | $515.8M | ||
| Q4 25 | $171.8M | $760.5M | ||
| Q3 25 | $126.6M | $916.5M | ||
| Q2 25 | $54.4M | $835.4M | ||
| Q1 25 | $21.1M | $170.0M | ||
| Q4 24 | $105.6M | $-189.7M | ||
| Q3 24 | $122.6M | $1.2B | ||
| Q2 24 | $66.9M | $503.9M |
毛利率AMKRRNR
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 11.9% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — |
营业利润率AMKRRNR
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 42.5% | ||
| Q3 25 | 8.0% | 46.3% | ||
| Q2 25 | 6.1% | 41.8% | ||
| Q1 25 | 2.4% | -2.0% | ||
| Q4 24 | 8.3% | -3.6% | ||
| Q3 24 | 8.0% | 43.7% | ||
| Q2 24 | 5.6% | 25.0% |
净利率AMKRRNR
| Q1 26 | 4.9% | 23.5% | ||
| Q4 25 | 9.1% | 25.6% | ||
| Q3 25 | 6.4% | 28.7% | ||
| Q2 25 | 3.6% | 26.1% | ||
| Q1 25 | 1.6% | 4.9% | ||
| Q4 24 | 6.5% | -8.3% | ||
| Q3 24 | 6.6% | 29.8% | ||
| Q2 24 | 4.6% | 17.8% |
每股收益（稀释后）AMKRRNR
| Q1 26 | $0.33 | $6.57 | ||
| Q4 25 | $0.68 | $16.16 | ||
| Q3 25 | $0.51 | $19.40 | ||
| Q2 25 | $0.22 | $17.20 | ||
| Q1 25 | $0.09 | $3.27 | ||
| Q4 24 | $0.43 | $-3.76 | ||
| Q3 24 | $0.49 | $22.62 | ||
| Q2 24 | $0.27 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $4.3B |
| 总资产 | $8.3B | $53.7B |
| 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AMKRRNR
| Q1 26 | $1.8B | $1.6B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务AMKRRNR
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益AMKRRNR
| Q1 26 | $4.6B | $4.3B | ||
| Q4 25 | $4.5B | $11.6B | ||
| Q3 25 | $4.3B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $4.2B | $10.3B | ||
| Q4 24 | $4.1B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.0B | $10.2B |
总资产AMKRRNR
| Q1 26 | $8.3B | $53.7B | ||
| Q4 25 | $8.1B | $53.8B | ||
| Q3 25 | $8.2B | $54.5B | ||
| Q2 25 | $7.7B | $54.7B | ||
| Q1 25 | $6.9B | $53.6B | ||
| Q4 24 | $6.9B | $50.7B | ||
| Q3 24 | $7.0B | $52.8B | ||
| Q2 24 | $6.9B | $51.6B |
负债/权益比AMKRRNR
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 29.0% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AMKRRNR
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $483.0M | ||
| Q3 25 | $168.5M | $1.6B | ||
| Q2 25 | $258.5M | $1.5B | ||
| Q1 25 | $24.1M | $157.8M | ||
| Q4 24 | $537.6M | $778.9M | ||
| Q3 24 | $164.2M | $1.5B | ||
| Q2 24 | $224.8M | $1.2B |
自由现金流AMKRRNR
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | — | ||
| Q3 25 | $-77.9M | — | ||
| Q2 25 | $112.3M | — | ||
| Q1 25 | $-55.7M | — | ||
| Q4 24 | $251.9M | — | ||
| Q3 24 | $-31.3M | — | ||
| Q2 24 | $58.4M | — |
自由现金流率AMKRRNR
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | — | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | -4.2% | — | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | -1.7% | — | ||
| Q2 24 | 4.0% | — |
资本支出强度AMKRRNR
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 11.4% | — |
现金转化率AMKRRNR
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 0.64× | ||
| Q3 25 | 1.33× | 1.73× | ||
| Q2 25 | 4.75× | 1.76× | ||
| Q1 25 | 1.14× | 0.93× | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | 1.26× | ||
| Q2 24 | 3.36× | 2.41× |
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% |
RNR
暂无分部数据
