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安靠科技（AMKR）与RXO, Inc.（RXO）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RXO, Inc.的1.1倍（$1.7B vs $1.5B），安靠科技净利率更高（4.9% vs -3.1%，领先8.1%），安靠科技同比增速更快（27.5% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
AMKR vs RXO — 直观对比
营收规模更大
AMKR
是对方的1.1倍
$1.5B
营收增速更快
AMKR
高出39.3%
-11.9%
净利率更高
AMKR
高出8.1%
-3.1%
两年增速更快
RXO
近两年复合增速
7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $83.0M | $-46.0M |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | -2.9% |
| 净利率 | 4.9% | -3.1% |
| 营收同比 | 27.5% | -11.9% |
| 净利润同比 | 295.2% | -84.0% |
| 每股收益（稀释后） | $0.33 | $-0.28 |
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AMKRRXO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.9B | $1.0B | ||
| Q2 24 | $1.5B | $930.0M |
净利润AMKRRXO
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | $-46.0M | ||
| Q3 25 | $126.6M | $-14.0M | ||
| Q2 25 | $54.4M | $-9.0M | ||
| Q1 25 | $21.1M | $-31.0M | ||
| Q4 24 | $105.6M | $-25.0M | ||
| Q3 24 | $122.6M | $-243.0M | ||
| Q2 24 | $66.9M | $-7.0M |
毛利率AMKRRXO
| 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AMKRRXO
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | -2.9% | ||
| Q3 25 | 8.0% | -0.5% | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 2.4% | -2.1% | ||
| Q4 24 | 8.3% | -1.4% | ||
| Q3 24 | 8.0% | -1.9% | ||
| Q2 24 | 5.6% | — |
净利率AMKRRXO
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | -3.1% | ||
| Q3 25 | 6.4% | -1.0% | ||
| Q2 25 | 3.6% | -0.6% | ||
| Q1 25 | 1.6% | -2.2% | ||
| Q4 24 | 6.5% | -1.5% | ||
| Q3 24 | 6.6% | -23.4% | ||
| Q2 24 | 4.6% | -0.8% |
每股收益（稀释后）AMKRRXO
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $-0.28 | ||
| Q3 25 | $0.51 | $-0.08 | ||
| Q2 25 | $0.22 | $-0.05 | ||
| Q1 25 | $0.09 | $-0.18 | ||
| Q4 24 | $0.43 | $-0.17 | ||
| Q3 24 | $0.49 | $-1.81 | ||
| Q2 24 | $0.27 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | $1.3B | $387.0M |
| 股东权益账面价值 | $4.6B | $1.5B |
| 总资产 | $8.3B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AMKRRXO
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $17.0M | ||
| Q3 25 | $2.1B | $25.0M | ||
| Q2 25 | $2.0B | $18.0M | ||
| Q1 25 | $1.6B | $16.0M | ||
| Q4 24 | $1.6B | $35.0M | ||
| Q3 24 | $1.5B | $55.0M | ||
| Q2 24 | $1.5B | $7.0M |
总债务AMKRRXO
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益AMKRRXO
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $1.5B | ||
| Q3 25 | $4.3B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.1B | $1.6B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.0B | $579.0M |
总资产AMKRRXO
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $3.3B | ||
| Q3 25 | $8.2B | $3.2B | ||
| Q2 25 | $7.7B | $3.2B | ||
| Q1 25 | $6.9B | $3.3B | ||
| Q4 24 | $6.9B | $3.4B | ||
| Q3 24 | $7.0B | $3.4B | ||
| Q2 24 | $6.9B | $1.8B |
负债/权益比AMKRRXO
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | 29.0% | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流AMKRRXO
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $7.0M | ||
| Q3 25 | $168.5M | $23.0M | ||
| Q2 25 | $258.5M | $23.0M | ||
| Q1 25 | $24.1M | $-2.0M | ||
| Q4 24 | $537.6M | $-7.0M | ||
| Q3 24 | $164.2M | $-7.0M | ||
| Q2 24 | $224.8M | $-5.0M |
自由现金流AMKRRXO
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $-9.0M | ||
| Q3 25 | $-77.9M | $9.0M | ||
| Q2 25 | $112.3M | $9.0M | ||
| Q1 25 | $-55.7M | $-17.0M | ||
| Q4 24 | $251.9M | $-19.0M | ||
| Q3 24 | $-31.3M | $-18.0M | ||
| Q2 24 | $58.4M | $-16.0M |
自由现金流率AMKRRXO
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | -0.6% | ||
| Q3 25 | -3.9% | 0.6% | ||
| Q2 25 | 7.4% | 0.6% | ||
| Q1 25 | -4.2% | -1.2% | ||
| Q4 24 | 15.5% | -1.1% | ||
| Q3 24 | -1.7% | -1.7% | ||
| Q2 24 | 4.0% | -1.7% |
资本支出强度AMKRRXO
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 1.1% | ||
| Q3 25 | 12.4% | 1.0% | ||
| Q2 25 | 9.7% | 1.0% | ||
| Q1 25 | 6.0% | 1.0% | ||
| Q4 24 | 17.5% | 0.7% | ||
| Q3 24 | 10.5% | 1.1% | ||
| Q2 24 | 11.4% | 1.2% |
现金转化率AMKRRXO
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 4.75× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
