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安靠科技（AMKR）与SONOCO PRODUCTS CO（SON）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SONOCO PRODUCTS CO的1.0倍（$1.7B vs $1.7B），安靠科技净利率更高（4.9% vs 4.1%，领先0.9%），安靠科技同比增速更快（27.5% vs -1.9%），过去两年安靠科技的营收复合增速更高（7.4% vs 1.2%）
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。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
AMKR vs SON — 直观对比
营收规模更大
AMKR
是对方的1.0倍
$1.7B
营收增速更快
AMKR
高出29.4%
-1.9%
净利率更高
AMKR
高出0.9%
4.1%
两年增速更快
AMKR
近两年复合增速
1.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $83.0M | $68.0M |
| 毛利率 | 14.2% | 20.6% |
| 营业利润率 | 5.9% | 7.6% |
| 净利率 | 4.9% | 4.1% |
| 营收同比 | 27.5% | -1.9% |
| 净利润同比 | 295.2% | 25.9% |
| 每股收益（稀释后） | $0.33 | $0.68 |
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AMKRSON
| Q1 26 | $1.7B | $1.7B | ||
| Q4 25 | $1.9B | $1.8B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B |
净利润AMKRSON
| Q1 26 | $83.0M | $68.0M | ||
| Q4 25 | $171.8M | $332.2M | ||
| Q3 25 | $126.6M | $122.9M | ||
| Q2 25 | $54.4M | $493.4M | ||
| Q1 25 | $21.1M | $54.4M | ||
| Q4 24 | $105.6M | — | ||
| Q3 24 | $122.6M | $50.9M | ||
| Q2 24 | $66.9M | $90.8M |
毛利率AMKRSON
| Q1 26 | 14.2% | 20.6% | ||
| Q4 25 | 16.7% | 19.6% | ||
| Q3 25 | 14.3% | 21.9% | ||
| Q2 25 | 12.0% | 21.3% | ||
| Q1 25 | 11.9% | 20.7% | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 14.6% | 21.4% | ||
| Q2 24 | 14.5% | 22.0% |
营业利润率AMKRSON
| Q1 26 | 5.9% | 7.6% | ||
| Q4 25 | 9.8% | 29.4% | ||
| Q3 25 | 8.0% | 9.1% | ||
| Q2 25 | 6.1% | 9.2% | ||
| Q1 25 | 2.4% | 7.4% | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.0% | 7.6% | ||
| Q2 24 | 5.6% | 8.6% |
净利率AMKRSON
| Q1 26 | 4.9% | 4.1% | ||
| Q4 25 | 9.1% | 18.8% | ||
| Q3 25 | 6.4% | 5.8% | ||
| Q2 25 | 3.6% | 25.8% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 6.6% | 3.0% | ||
| Q2 24 | 4.6% | 5.6% |
每股收益（稀释后）AMKRSON
| Q1 26 | $0.33 | $0.68 | ||
| Q4 25 | $0.68 | $3.33 | ||
| Q3 25 | $0.51 | $1.23 | ||
| Q2 25 | $0.22 | $4.96 | ||
| Q1 25 | $0.09 | $0.55 | ||
| Q4 24 | $0.43 | — | ||
| Q3 24 | $0.49 | $0.51 | ||
| Q2 24 | $0.27 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | $1.3B | $3.5B |
| 股东权益账面价值 | $4.6B | $3.6B |
| 总资产 | $8.3B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资AMKRSON
| Q1 26 | $1.8B | $224.5M | ||
| Q4 25 | $2.0B | $378.4M | ||
| Q3 25 | $2.1B | $244.9M | ||
| Q2 25 | $2.0B | $329.8M | ||
| Q1 25 | $1.6B | $181.8M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.5B | $140.2M |
总债务AMKRSON
| Q1 26 | $1.3B | $3.5B | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $2.5B |
股东权益AMKRSON
| Q1 26 | $4.6B | $3.6B | ||
| Q4 25 | $4.5B | $3.6B | ||
| Q3 25 | $4.3B | $3.3B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $4.2B | $2.4B | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.2B | $2.5B | ||
| Q2 24 | $4.0B | $2.4B |
总资产AMKRSON
| Q1 26 | $8.3B | $11.1B | ||
| Q4 25 | $8.1B | $11.2B | ||
| Q3 25 | $8.2B | $11.7B | ||
| Q2 25 | $7.7B | $12.0B | ||
| Q1 25 | $6.9B | $12.7B | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.0B | $9.0B | ||
| Q2 24 | $6.9B | $7.2B |
负债/权益比AMKRSON
| Q1 26 | 0.28× | 0.97× | ||
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.54× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.04× |
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 | — | $-428.3B |
| 自由现金流率自由现金流/营收 | — | -25547.4% |
| 资本支出强度资本支出/营收 | 29.0% | 3600.5% |
| 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 | — | $-427.6B |
8季度趋势，按日历期对齐
经营现金流AMKRSON
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $412.9M | ||
| Q3 25 | $168.5M | $291.5M | ||
| Q2 25 | $258.5M | $193.4M | ||
| Q1 25 | $24.1M | $-208.1M | ||
| Q4 24 | $537.6M | — | ||
| Q3 24 | $164.2M | $162.1M | ||
| Q2 24 | $224.8M | $109.3M |
自由现金流AMKRSON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $212.4M | $322.3M | ||
| Q3 25 | $-77.9M | $225.6M | ||
| Q2 25 | $112.3M | $98.6M | ||
| Q1 25 | $-55.7M | $-300.8M | ||
| Q4 24 | $251.9M | — | ||
| Q3 24 | $-31.3M | $70.5M | ||
| Q2 24 | $58.4M | $16.0M |
自由现金流率AMKRSON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 11.2% | 18.2% | ||
| Q3 25 | -3.9% | 10.6% | ||
| Q2 25 | 7.4% | 5.2% | ||
| Q1 25 | -4.2% | -17.6% | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | -1.7% | 4.2% | ||
| Q2 24 | 4.0% | 1.0% |
资本支出强度AMKRSON
| Q1 26 | 29.0% | 3600.5% | ||
| Q4 25 | 22.9% | 5.1% | ||
| Q3 25 | 12.4% | 3.1% | ||
| Q2 25 | 9.7% | 5.0% | ||
| Q1 25 | 6.0% | 5.4% | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.5% | 5.5% | ||
| Q2 24 | 11.4% | 5.7% |
现金转化率AMKRSON
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 1.24× | ||
| Q3 25 | 1.33× | 2.37× | ||
| Q2 25 | 4.75× | 0.39× | ||
| Q1 25 | 1.14× | -3.82× | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | 3.18× | ||
| Q2 24 | 3.36× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
