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安靠科技（AMKR）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是安靠科技的1.1倍（$1.9B vs $1.7B），RPM INTERNATIONAL INC净利率更高（8.4% vs 4.9%，领先3.5%），安靠科技同比增速更快（27.5% vs 3.5%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
AMKR vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.7B
营收增速更快
AMKR
高出24.0%
3.5%
净利率更高
RPM
高出3.5%
4.9%
两年增速更快
RPM
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $83.0M | $161.2M |
| 毛利率 | 14.2% | 40.8% |
| 营业利润率 | 5.9% | 11.0% |
| 净利率 | 4.9% | 8.4% |
| 营收同比 | 27.5% | 3.5% |
| 净利润同比 | 295.2% | -12.0% |
| 每股收益（稀释后） | $0.33 | $1.26 |
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AMKRRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B |
净利润AMKRRPM
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $161.2M | ||
| Q3 25 | $126.6M | $227.6M | ||
| Q2 25 | $54.4M | $225.8M | ||
| Q1 25 | $21.1M | $52.0M | ||
| Q4 24 | $105.6M | $183.2M | ||
| Q3 24 | $122.6M | $227.7M | ||
| Q2 24 | $66.9M | $180.6M |
毛利率AMKRRPM
| Q1 26 | 14.2% | — | ||
| Q4 25 | 16.7% | 40.8% | ||
| Q3 25 | 14.3% | 42.3% | ||
| Q2 25 | 12.0% | 42.4% | ||
| Q1 25 | 11.9% | 38.4% | ||
| Q4 24 | 15.1% | 41.4% | ||
| Q3 24 | 14.6% | 42.5% | ||
| Q2 24 | 14.5% | 41.4% |
营业利润率AMKRRPM
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 11.0% | ||
| Q3 25 | 8.0% | 14.1% | ||
| Q2 25 | 6.1% | 11.9% | ||
| Q1 25 | 2.4% | 2.8% | ||
| Q4 24 | 8.3% | 11.5% | ||
| Q3 24 | 8.0% | 14.8% | ||
| Q2 24 | 5.6% | 11.9% |
净利率AMKRRPM
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | 8.4% | ||
| Q3 25 | 6.4% | 10.8% | ||
| Q2 25 | 3.6% | 10.8% | ||
| Q1 25 | 1.6% | 3.5% | ||
| Q4 24 | 6.5% | 9.9% | ||
| Q3 24 | 6.6% | 11.6% | ||
| Q2 24 | 4.6% | 9.0% |
每股收益（稀释后）AMKRRPM
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $1.26 | ||
| Q3 25 | $0.51 | $1.77 | ||
| Q2 25 | $0.22 | $1.76 | ||
| Q1 25 | $0.09 | $0.40 | ||
| Q4 24 | $0.43 | $1.42 | ||
| Q3 24 | $0.49 | $1.77 | ||
| Q2 24 | $0.27 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | $1.3B | $2.5B |
| 股东权益账面价值 | $4.6B | $3.1B |
| 总资产 | $8.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AMKRRPM
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $316.6M | ||
| Q3 25 | $2.1B | $297.1M | ||
| Q2 25 | $2.0B | $302.1M | ||
| Q1 25 | $1.6B | $241.9M | ||
| Q4 24 | $1.6B | $268.7M | ||
| Q3 24 | $1.5B | $231.6M | ||
| Q2 24 | $1.5B | $237.4M |
总债务AMKRRPM
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益AMKRRPM
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $3.1B | ||
| Q3 25 | $4.3B | $3.1B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.2B | $2.7B | ||
| Q4 24 | $4.1B | $2.7B | ||
| Q3 24 | $4.2B | $2.6B | ||
| Q2 24 | $4.0B | $2.5B |
总资产AMKRRPM
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $7.9B | ||
| Q3 25 | $8.2B | $7.9B | ||
| Q2 25 | $7.7B | $7.8B | ||
| Q1 25 | $6.9B | $6.6B | ||
| Q4 24 | $6.9B | $6.7B | ||
| Q3 24 | $7.0B | $6.6B | ||
| Q2 24 | $6.9B | $6.6B |
负债/权益比AMKRRPM
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 29.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.75× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流AMKRRPM
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $345.7M | ||
| Q3 25 | $168.5M | $237.5M | ||
| Q2 25 | $258.5M | $149.2M | ||
| Q1 25 | $24.1M | $91.5M | ||
| Q4 24 | $537.6M | $279.4M | ||
| Q3 24 | $164.2M | $248.1M | ||
| Q2 24 | $224.8M | $181.2M |
自由现金流AMKRRPM
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $296.4M | ||
| Q3 25 | $-77.9M | $175.0M | ||
| Q2 25 | $112.3M | $78.2M | ||
| Q1 25 | $-55.7M | $33.3M | ||
| Q4 24 | $251.9M | $229.5M | ||
| Q3 24 | $-31.3M | $197.3M | ||
| Q2 24 | $58.4M | $105.3M |
自由现金流率AMKRRPM
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 15.5% | ||
| Q3 25 | -3.9% | 8.3% | ||
| Q2 25 | 7.4% | 3.8% | ||
| Q1 25 | -4.2% | 2.3% | ||
| Q4 24 | 15.5% | 12.4% | ||
| Q3 24 | -1.7% | 10.0% | ||
| Q2 24 | 4.0% | 5.2% |
资本支出强度AMKRRPM
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 2.6% | ||
| Q3 25 | 12.4% | 3.0% | ||
| Q2 25 | 9.7% | 3.4% | ||
| Q1 25 | 6.0% | 3.9% | ||
| Q4 24 | 17.5% | 2.7% | ||
| Q3 24 | 10.5% | 2.6% | ||
| Q2 24 | 11.4% | 3.8% |
现金转化率AMKRRPM
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 2.14× | ||
| Q3 25 | 1.33× | 1.04× | ||
| Q2 25 | 4.75× | 0.66× | ||
| Q1 25 | 1.14× | 1.76× | ||
| Q4 24 | 5.09× | 1.53× | ||
| Q3 24 | 1.34× | 1.09× | ||
| Q2 24 | 3.36× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
