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安靠科技(AMKR)与Rollins, Inc.(ROL)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Rollins, Inc.的1.9倍($1.7B vs $906.4M),Rollins, Inc.净利率更高(11.9% vs 4.9%,领先7.0%),安靠科技同比增速更快(27.5% vs 10.2%),过去两年安靠科技的营收复合增速更高(7.4% vs 0.8%)
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。
Rollins, Inc.是北美知名虫害防治服务商,面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务,覆盖北美、英国等市场,在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
AMKR vs ROL — 直观对比
营收规模更大
AMKR
是对方的1.9倍
$906.4M
营收增速更快
AMKR
高出17.3%
10.2%
净利率更高
ROL
高出7.0%
4.9%
两年增速更快
AMKR
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $906.4M |
| 净利润 | $83.0M | $107.8M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | 16.1% |
| 净利率 | 4.9% | 11.9% |
| 营收同比 | 27.5% | 10.2% |
| 净利润同比 | 295.2% | 2.5% |
| 每股收益(稀释后) | $0.33 | $0.22 |
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
AMKR
ROL
| Q1 26 | $1.7B | $906.4M | ||
| Q4 25 | $1.9B | $912.9M | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $1.5B | $999.5M | ||
| Q1 25 | $1.3B | $822.5M | ||
| Q4 24 | $1.6B | $832.2M | ||
| Q3 24 | $1.9B | $916.3M | ||
| Q2 24 | $1.5B | $891.9M |
净利润
AMKR
ROL
| Q1 26 | $83.0M | $107.8M | ||
| Q4 25 | $171.8M | $116.4M | ||
| Q3 25 | $126.6M | $163.5M | ||
| Q2 25 | $54.4M | $141.5M | ||
| Q1 25 | $21.1M | $105.2M | ||
| Q4 24 | $105.6M | $105.7M | ||
| Q3 24 | $122.6M | $136.9M | ||
| Q2 24 | $66.9M | $129.4M |
毛利率
AMKR
ROL
| 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
AMKR
ROL
| Q1 26 | 5.9% | 16.1% | ||
| Q4 25 | 9.8% | 17.5% | ||
| Q3 25 | 8.0% | 21.9% | ||
| Q2 25 | 6.1% | 19.8% | ||
| Q1 25 | 2.4% | 17.3% | ||
| Q4 24 | 8.3% | 18.1% | ||
| Q3 24 | 8.0% | 20.9% | ||
| Q2 24 | 5.6% | 20.4% |
净利率
AMKR
ROL
| Q1 26 | 4.9% | 11.9% | ||
| Q4 25 | 9.1% | 12.8% | ||
| Q3 25 | 6.4% | 15.9% | ||
| Q2 25 | 3.6% | 14.2% | ||
| Q1 25 | 1.6% | 12.8% | ||
| Q4 24 | 6.5% | 12.7% | ||
| Q3 24 | 6.6% | 14.9% | ||
| Q2 24 | 4.6% | 14.5% |
每股收益(稀释后)
AMKR
ROL
| Q1 26 | $0.33 | $0.22 | ||
| Q4 25 | $0.68 | $0.24 | ||
| Q3 25 | $0.51 | $0.34 | ||
| Q2 25 | $0.22 | $0.29 | ||
| Q1 25 | $0.09 | $0.22 | ||
| Q4 24 | $0.43 | $0.22 | ||
| Q3 24 | $0.49 | $0.28 | ||
| Q2 24 | $0.27 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | $1.3B | $650.6M |
| 股东权益账面价值 | $4.6B | $1.4B |
| 总资产 | $8.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
AMKR
ROL
| Q1 26 | $1.8B | $116.5M | ||
| Q4 25 | $2.0B | $100.0M | ||
| Q3 25 | $2.1B | $127.4M | ||
| Q2 25 | $2.0B | $123.0M | ||
| Q1 25 | $1.6B | $201.2M | ||
| Q4 24 | $1.6B | $89.6M | ||
| Q3 24 | $1.5B | $95.3M | ||
| Q2 24 | $1.5B | $106.7M |
总债务
AMKR
ROL
| Q1 26 | $1.3B | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AMKR
ROL
| Q1 26 | $4.6B | $1.4B | ||
| Q4 25 | $4.5B | $1.4B | ||
| Q3 25 | $4.3B | $1.5B | ||
| Q2 25 | $4.2B | $1.4B | ||
| Q1 25 | $4.2B | $1.4B | ||
| Q4 24 | $4.1B | $1.3B | ||
| Q3 24 | $4.2B | $1.3B | ||
| Q2 24 | $4.0B | $1.2B |
总资产
AMKR
ROL
| Q1 26 | $8.3B | $3.2B | ||
| Q4 25 | $8.1B | $3.1B | ||
| Q3 25 | $8.2B | $3.2B | ||
| Q2 25 | $7.7B | $3.2B | ||
| Q1 25 | $6.9B | $2.9B | ||
| Q4 24 | $6.9B | $2.8B | ||
| Q3 24 | $7.0B | $2.8B | ||
| Q2 24 | $6.9B | $2.8B |
负债/权益比
AMKR
ROL
| Q1 26 | 0.28× | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| 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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | 29.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.75× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势,按日历期对齐
经营现金流
AMKR
ROL
| Q1 26 | $145.1M | $118.4M | ||
| Q4 25 | $644.5M | $164.7M | ||
| Q3 25 | $168.5M | $191.3M | ||
| Q2 25 | $258.5M | $175.1M | ||
| Q1 25 | $24.1M | $146.9M | ||
| Q4 24 | $537.6M | $188.2M | ||
| Q3 24 | $164.2M | $146.9M | ||
| Q2 24 | $224.8M | $145.1M |
自由现金流
AMKR
ROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $212.4M | $159.0M | ||
| Q3 25 | $-77.9M | $182.8M | ||
| Q2 25 | $112.3M | $168.0M | ||
| Q1 25 | $-55.7M | $140.1M | ||
| Q4 24 | $251.9M | $184.0M | ||
| Q3 24 | $-31.3M | $139.4M | ||
| Q2 24 | $58.4M | $136.4M |
自由现金流率
AMKR
ROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 11.2% | 17.4% | ||
| Q3 25 | -3.9% | 17.8% | ||
| Q2 25 | 7.4% | 16.8% | ||
| Q1 25 | -4.2% | 17.0% | ||
| Q4 24 | 15.5% | 22.1% | ||
| Q3 24 | -1.7% | 15.2% | ||
| Q2 24 | 4.0% | 15.3% |
资本支出强度
AMKR
ROL
| Q1 26 | 29.0% | 0.8% | ||
| Q4 25 | 22.9% | 0.6% | ||
| Q3 25 | 12.4% | 0.8% | ||
| Q2 25 | 9.7% | 0.7% | ||
| Q1 25 | 6.0% | 0.8% | ||
| Q4 24 | 17.5% | 0.5% | ||
| Q3 24 | 10.5% | 0.8% | ||
| Q2 24 | 11.4% | 1.0% |
现金转化率
AMKR
ROL
| Q1 26 | 1.75× | 1.10× | ||
| Q4 25 | 3.75× | 1.41× | ||
| Q3 25 | 1.33× | 1.17× | ||
| Q2 25 | 4.75× | 1.24× | ||
| Q1 25 | 1.14× | 1.40× | ||
| Q4 24 | 5.09× | 1.78× | ||
| Q3 24 | 1.34× | 1.07× | ||
| Q2 24 | 3.36× | 1.12× |
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% |
ROL
暂无分部数据