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安靠科技（AMKR）与TRINET GROUP, INC.（TNET）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TRINET GROUP, INC.的1.4倍（$1.7B vs $1.2B），安靠科技同比增速更快（27.5% vs -2.2%），过去两年安靠科技的营收复合增速更高（7.4% vs -0.6%）
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。
TriNet Group, Inc.是一家面向中小企业的专业雇主组织，总部位于加州都柏林，服务员工规模在3至2500人之间的各类机构。可提供薪资管理、健康福利管理服务，还能为客户提供劳动法规合规、风险降低相关咨询，可作为外包人力资源部门为企业分担人事相关事务。
AMKR vs TNET — 直观对比
营收规模更大
AMKR
是对方的1.4倍
$1.2B
营收增速更快
AMKR
高出29.7%
-2.2%
两年增速更快
AMKR
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $83.0M | — |
| 毛利率 | 14.2% | — |
| 营业利润率 | 5.9% | 0.1% |
| 净利率 | 4.9% | — |
| 营收同比 | 27.5% | -2.2% |
| 净利润同比 | 295.2% | — |
| 每股收益（稀释后） | $0.33 | $0.02 |
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AMKRTNET
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润AMKRTNET
| Q1 26 | $83.0M | — | ||
| Q4 25 | $171.8M | — | ||
| Q3 25 | $126.6M | $34.0M | ||
| Q2 25 | $54.4M | $37.0M | ||
| Q1 25 | $21.1M | $85.0M | ||
| Q4 24 | $105.6M | — | ||
| Q3 24 | $122.6M | $45.0M | ||
| Q2 24 | $66.9M | $60.0M |
毛利率AMKRTNET
| 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AMKRTNET
| Q1 26 | 5.9% | — | ||
| Q4 25 | 9.8% | 0.1% | ||
| Q3 25 | 8.0% | 4.1% | ||
| Q2 25 | 6.1% | 4.1% | ||
| Q1 25 | 2.4% | 8.9% | ||
| Q4 24 | 8.3% | -2.9% | ||
| Q3 24 | 8.0% | 4.7% | ||
| Q2 24 | 5.6% | 6.5% |
净利率AMKRTNET
| Q1 26 | 4.9% | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.4% | 2.8% | ||
| Q2 25 | 3.6% | 3.0% | ||
| Q1 25 | 1.6% | 6.6% | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 6.6% | 3.6% | ||
| Q2 24 | 4.6% | 4.9% |
每股收益（稀释后）AMKRTNET
| Q1 26 | $0.33 | — | ||
| Q4 25 | $0.68 | $0.02 | ||
| Q3 25 | $0.51 | $0.70 | ||
| Q2 25 | $0.22 | $0.77 | ||
| Q1 25 | $0.09 | $1.71 | ||
| Q4 24 | $0.43 | $-0.44 | ||
| Q3 24 | $0.49 | $0.89 | ||
| Q2 24 | $0.27 | $1.20 |
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 | $287.0M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $54.0M |
| 总资产 | $8.3B | $3.8B |
| 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AMKRTNET
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.0B | $287.0M | ||
| Q3 25 | $2.1B | $321.0M | ||
| Q2 25 | $2.0B | $407.0M | ||
| Q1 25 | $1.6B | $349.0M | ||
| Q4 24 | $1.6B | $360.0M | ||
| Q3 24 | $1.5B | $301.0M | ||
| Q2 24 | $1.5B | $249.0M |
总债务AMKRTNET
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRTNET
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $54.0M | ||
| Q3 25 | $4.3B | $110.0M | ||
| Q2 25 | $4.2B | $107.0M | ||
| Q1 25 | $4.2B | $63.0M | ||
| Q4 24 | $4.1B | $69.0M | ||
| Q3 24 | $4.2B | $129.0M | ||
| Q2 24 | $4.0B | $100.0M |
总资产AMKRTNET
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.1B | $3.8B | ||
| Q3 25 | $8.2B | $3.4B | ||
| Q2 25 | $7.7B | $3.7B | ||
| Q1 25 | $6.9B | $3.8B | ||
| Q4 24 | $6.9B | $4.1B | ||
| Q3 24 | $7.0B | $3.7B | ||
| Q2 24 | $6.9B | $3.7B |
负债/权益比AMKRTNET
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $61.0M |
| 自由现金流经营现金流 - 资本支出 | — | $43.0M |
| 自由现金流率自由现金流/营收 | — | 3.4% |
| 资本支出强度资本支出/营收 | 29.0% | 1.4% |
| 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 | — | $234.0M |
8季度趋势，按日历期对齐
经营现金流AMKRTNET
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $61.0M | ||
| Q3 25 | $168.5M | $72.0M | ||
| Q2 25 | $258.5M | $75.0M | ||
| Q1 25 | $24.1M | $95.0M | ||
| Q4 24 | $537.6M | $65.0M | ||
| Q3 24 | $164.2M | $84.0M | ||
| Q2 24 | $224.8M | $39.0M |
自由现金流AMKRTNET
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $43.0M | ||
| Q3 25 | $-77.9M | $55.0M | ||
| Q2 25 | $112.3M | $57.0M | ||
| Q1 25 | $-55.7M | $79.0M | ||
| Q4 24 | $251.9M | $47.0M | ||
| Q3 24 | $-31.3M | $59.0M | ||
| Q2 24 | $58.4M | $22.0M |
自由现金流率AMKRTNET
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 3.4% | ||
| Q3 25 | -3.9% | 4.5% | ||
| Q2 25 | 7.4% | 4.6% | ||
| Q1 25 | -4.2% | 6.1% | ||
| Q4 24 | 15.5% | 3.7% | ||
| Q3 24 | -1.7% | 4.8% | ||
| Q2 24 | 4.0% | 1.8% |
资本支出强度AMKRTNET
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 1.4% | ||
| Q3 25 | 12.4% | 1.4% | ||
| Q2 25 | 9.7% | 1.5% | ||
| Q1 25 | 6.0% | 1.2% | ||
| Q4 24 | 17.5% | 1.4% | ||
| Q3 24 | 10.5% | 2.0% | ||
| Q2 24 | 11.4% | 1.4% |
现金转化率AMKRTNET
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | — | ||
| Q3 25 | 1.33× | 2.12× | ||
| Q2 25 | 4.75× | 2.03× | ||
| Q1 25 | 1.14× | 1.12× | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 1.34× | 1.87× | ||
| Q2 24 | 3.36× | 0.65× |
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% |
TNET
| Insurance Services | $1.1B | 85% |
| Professional Services | $169.0M | 14% |
