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安靠科技（AMKR）与ROKU, INC（ROKU）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ROKU, INC的1.2倍（$1.7B vs $1.4B），ROKU, INC净利率更高（5.8% vs 4.9%，领先0.8%），安靠科技同比增速更快（27.5% vs 16.1%），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
AMKR vs ROKU — 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11.3%
16.1%
净利率更高
ROKU
高出0.8%
4.9%
两年增速更快
ROKU
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $83.0M | $80.5M |
| 毛利率 | 14.2% | 43.5% |
| 营业利润率 | 5.9% | 4.7% |
| 净利率 | 4.9% | 5.8% |
| 营收同比 | 27.5% | 16.1% |
| 净利润同比 | 295.2% | 326.4% |
| 每股收益（稀释后） | $0.33 | $0.55 |
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AMKRROKU
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.9B | $1.1B | ||
| Q2 24 | $1.5B | $968.2M |
净利润AMKRROKU
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $80.5M | ||
| Q3 25 | $126.6M | $24.8M | ||
| Q2 25 | $54.4M | $10.5M | ||
| Q1 25 | $21.1M | $-27.4M | ||
| Q4 24 | $105.6M | $-35.5M | ||
| Q3 24 | $122.6M | $-9.0M | ||
| Q2 24 | $66.9M | $-34.0M |
毛利率AMKRROKU
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 43.5% | ||
| Q3 25 | 14.3% | 43.4% | ||
| Q2 25 | 12.0% | 44.8% | ||
| Q1 25 | 11.9% | 43.6% | ||
| Q4 24 | 15.1% | 42.7% | ||
| Q3 24 | 14.6% | 45.2% | ||
| Q2 24 | 14.5% | 43.9% |
营业利润率AMKRROKU
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 4.7% | ||
| Q3 25 | 8.0% | 0.8% | ||
| Q2 25 | 6.1% | -2.1% | ||
| Q1 25 | 2.4% | -5.7% | ||
| Q4 24 | 8.3% | -3.3% | ||
| Q3 24 | 8.0% | -3.4% | ||
| Q2 24 | 5.6% | -7.4% |
净利率AMKRROKU
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 5.8% | ||
| Q3 25 | 6.4% | 2.0% | ||
| Q2 25 | 3.6% | 0.9% | ||
| Q1 25 | 1.6% | -2.7% | ||
| Q4 24 | 6.5% | -3.0% | ||
| Q3 24 | 6.6% | -0.9% | ||
| Q2 24 | 4.6% | -3.5% |
每股收益（稀释后）AMKRROKU
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.55 | ||
| Q3 25 | $0.51 | $0.16 | ||
| Q2 25 | $0.22 | $0.07 | ||
| Q1 25 | $0.09 | $-0.19 | ||
| Q4 24 | $0.43 | $-0.24 | ||
| Q3 24 | $0.49 | $-0.06 | ||
| Q2 24 | $0.27 | $-0.24 |
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 | $2.3B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $2.7B |
| 总资产 | $8.3B | $4.4B |
| 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AMKRROKU
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.1B |
总债务AMKRROKU
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRROKU
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $4.3B | $2.6B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $4.2B | $2.5B | ||
| Q4 24 | $4.1B | $2.5B | ||
| Q3 24 | $4.2B | $2.5B | ||
| Q2 24 | $4.0B | $2.4B |
总资产AMKRROKU
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $4.4B | ||
| Q3 25 | $8.2B | $4.4B | ||
| Q2 25 | $7.7B | $4.3B | ||
| Q1 25 | $6.9B | $4.2B | ||
| Q4 24 | $6.9B | $4.3B | ||
| Q3 24 | $7.0B | $4.3B | ||
| Q2 24 | $6.9B | $4.1B |
负债/权益比AMKRROKU
| 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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | 29.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流AMKRROKU
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $107.7M | ||
| Q3 25 | $168.5M | $127.6M | ||
| Q2 25 | $258.5M | $109.7M | ||
| Q1 25 | $24.1M | $138.7M | ||
| Q4 24 | $537.6M | $79.3M | ||
| Q3 24 | $164.2M | $68.7M | ||
| Q2 24 | $224.8M | $23.4M |
自由现金流AMKRROKU
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $106.6M | ||
| Q3 25 | $-77.9M | $126.5M | ||
| Q2 25 | $112.3M | $108.6M | ||
| Q1 25 | $-55.7M | $136.8M | ||
| Q4 24 | $251.9M | $76.8M | ||
| Q3 24 | $-31.3M | $67.6M | ||
| Q2 24 | $58.4M | $22.5M |
自由现金流率AMKRROKU
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 7.6% | ||
| Q3 25 | -3.9% | 10.4% | ||
| Q2 25 | 7.4% | 9.8% | ||
| Q1 25 | -4.2% | 13.4% | ||
| Q4 24 | 15.5% | 6.4% | ||
| Q3 24 | -1.7% | 6.4% | ||
| Q2 24 | 4.0% | 2.3% |
资本支出强度AMKRROKU
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 0.1% | ||
| Q3 25 | 12.4% | 0.1% | ||
| Q2 25 | 9.7% | 0.1% | ||
| Q1 25 | 6.0% | 0.2% | ||
| Q4 24 | 17.5% | 0.2% | ||
| Q3 24 | 10.5% | 0.1% | ||
| Q2 24 | 11.4% | 0.1% |
现金转化率AMKRROKU
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.34× | ||
| Q3 25 | 1.33× | 5.14× | ||
| Q2 25 | 4.75× | 10.45× | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
