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安靠科技（AMKR）与Taylor Morrison Home Corp（TMHC）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Taylor Morrison Home Corp的1.2倍（$1.7B vs $1.4B），Taylor Morrison Home Corp净利率更高（7.1% vs 4.9%，领先2.2%），安靠科技同比增速更快（27.5% vs -26.8%），过去两年安靠科技的营收复合增速更高（7.4% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
AMKR vs TMHC — 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54.3%
-26.8%
净利率更高
TMHC
高出2.2%
4.9%
两年增速更快
AMKR
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $83.0M | $98.6M |
| 毛利率 | 14.2% | 21.0% |
| 营业利润率 | 5.9% | — |
| 净利率 | 4.9% | 7.1% |
| 营收同比 | 27.5% | -26.8% |
| 净利润同比 | 295.2% | -53.8% |
| 每股收益（稀释后） | $0.33 | $1.12 |
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AMKRTMHC
| Q1 26 | $1.7B | $1.4B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B |
净利润AMKRTMHC
| Q1 26 | $83.0M | $98.6M | ||
| Q4 25 | $171.8M | $174.0M | ||
| Q3 25 | $126.6M | $201.4M | ||
| Q2 25 | $54.4M | $193.6M | ||
| Q1 25 | $21.1M | $213.5M | ||
| Q4 24 | $105.6M | $242.5M | ||
| Q3 24 | $122.6M | $251.1M | ||
| Q2 24 | $66.9M | $199.5M |
毛利率AMKRTMHC
| Q1 26 | 14.2% | 21.0% | ||
| Q4 25 | 16.7% | 22.0% | ||
| Q3 25 | 14.3% | 22.7% | ||
| Q2 25 | 12.0% | 23.0% | ||
| Q1 25 | 11.9% | 24.4% | ||
| Q4 24 | 15.1% | 23.9% | ||
| Q3 24 | 14.6% | 25.0% | ||
| Q2 24 | 14.5% | 23.7% |
营业利润率AMKRTMHC
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.0% | — | ||
| Q2 24 | 5.6% | — |
净利率AMKRTMHC
| Q1 26 | 4.9% | 7.1% | ||
| Q4 25 | 9.1% | 8.3% | ||
| Q3 25 | 6.4% | 9.6% | ||
| Q2 25 | 3.6% | 9.5% | ||
| Q1 25 | 1.6% | 11.3% | ||
| Q4 24 | 6.5% | 10.3% | ||
| Q3 24 | 6.6% | 11.8% | ||
| Q2 24 | 4.6% | 10.0% |
每股收益（稀释后）AMKRTMHC
| Q1 26 | $0.33 | $1.12 | ||
| Q4 25 | $0.68 | $1.77 | ||
| Q3 25 | $0.51 | $2.01 | ||
| Q2 25 | $0.22 | $1.92 | ||
| Q1 25 | $0.09 | $2.07 | ||
| Q4 24 | $0.43 | $2.29 | ||
| Q3 24 | $0.49 | $2.37 | ||
| Q2 24 | $0.27 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $6.2B |
| 总资产 | $8.3B | $9.8B |
| 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AMKRTMHC
| Q1 26 | $1.8B | $652.9M | ||
| Q4 25 | $2.0B | $850.0M | ||
| Q3 25 | $2.1B | $370.6M | ||
| Q2 25 | $2.0B | $130.2M | ||
| Q1 25 | $1.6B | $377.8M | ||
| Q4 24 | $1.6B | $487.2M | ||
| Q3 24 | $1.5B | $256.4M | ||
| Q2 24 | $1.5B | $246.8M |
总债务AMKRTMHC
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益AMKRTMHC
| Q1 26 | $4.6B | $6.2B | ||
| Q4 25 | $4.5B | $6.3B | ||
| Q3 25 | $4.3B | $6.2B | ||
| Q2 25 | $4.2B | $6.1B | ||
| Q1 25 | $4.2B | $6.0B | ||
| Q4 24 | $4.1B | $5.9B | ||
| Q3 24 | $4.2B | $5.7B | ||
| Q2 24 | $4.0B | $5.5B |
总资产AMKRTMHC
| Q1 26 | $8.3B | $9.8B | ||
| Q4 25 | $8.1B | $9.8B | ||
| Q3 25 | $8.2B | $9.6B | ||
| Q2 25 | $7.7B | $9.5B | ||
| Q1 25 | $6.9B | $9.4B | ||
| Q4 24 | $6.9B | $9.3B | ||
| Q3 24 | $7.0B | $9.3B | ||
| Q2 24 | $6.9B | $9.1B |
负债/权益比AMKRTMHC
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 29.0% | — |
| 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季度趋势，按日历期对齐
经营现金流AMKRTMHC
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $646.4M | ||
| Q3 25 | $168.5M | $219.6M | ||
| Q2 25 | $258.5M | $-126.0M | ||
| Q1 25 | $24.1M | $77.2M | ||
| Q4 24 | $537.6M | $438.2M | ||
| Q3 24 | $164.2M | $135.9M | ||
| Q2 24 | $224.8M | $-233.3M |
自由现金流AMKRTMHC
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $635.3M | ||
| Q3 25 | $-77.9M | $206.6M | ||
| Q2 25 | $112.3M | $-133.6M | ||
| Q1 25 | $-55.7M | $68.7M | ||
| Q4 24 | $251.9M | $428.2M | ||
| Q3 24 | $-31.3M | $127.1M | ||
| Q2 24 | $58.4M | $-241.7M |
自由现金流率AMKRTMHC
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 30.3% | ||
| Q3 25 | -3.9% | 9.9% | ||
| Q2 25 | 7.4% | -6.6% | ||
| Q1 25 | -4.2% | 3.6% | ||
| Q4 24 | 15.5% | 18.2% | ||
| Q3 24 | -1.7% | 6.0% | ||
| Q2 24 | 4.0% | -12.1% |
资本支出强度AMKRTMHC
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 0.5% | ||
| Q3 25 | 12.4% | 0.6% | ||
| Q2 25 | 9.7% | 0.4% | ||
| Q1 25 | 6.0% | 0.4% | ||
| Q4 24 | 17.5% | 0.4% | ||
| Q3 24 | 10.5% | 0.4% | ||
| Q2 24 | 11.4% | 0.4% |
现金转化率AMKRTMHC
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 3.71× | ||
| Q3 25 | 1.33× | 1.09× | ||
| Q2 25 | 4.75× | -0.65× | ||
| Q1 25 | 1.14× | 0.36× | ||
| Q4 24 | 5.09× | 1.81× | ||
| Q3 24 | 1.34× | 0.54× | ||
| Q2 24 | 3.36× | -1.17× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
