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安靠科技（AMKR）与维蒙特工业（VMI）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维蒙特工业的1.6倍（$1.7B vs $1.0B），维蒙特工业净利率更高（10.5% vs 4.9%，领先5.6%），安靠科技同比增速更快（27.5% vs 6.2%），过去两年安靠科技的营收复合增速更高（7.4% vs -0.5%）
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。
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
AMKR vs VMI — 直观对比
营收规模更大
AMKR
是对方的1.6倍
$1.0B
营收增速更快
AMKR
高出21.3%
6.2%
净利率更高
VMI
高出5.6%
4.9%
两年增速更快
AMKR
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $83.0M | $108.0M |
| 毛利率 | 14.2% | 30.8% |
| 营业利润率 | 5.9% | 15.1% |
| 净利率 | 4.9% | 10.5% |
| 营收同比 | 27.5% | 6.2% |
| 净利润同比 | 295.2% | 23.8% |
| 每股收益（稀释后） | $0.33 | $5.51 |
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AMKRVMI
| Q1 26 | $1.7B | $1.0B | ||
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.3B | $969.3M | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.9B | $1.0B | ||
| Q2 24 | $1.5B | $1.0B |
净利润AMKRVMI
| Q1 26 | $83.0M | $108.0M | ||
| Q4 25 | $171.8M | $168.0M | ||
| Q3 25 | $126.6M | $99.0M | ||
| Q2 25 | $54.4M | $-4.0M | ||
| Q1 25 | $21.1M | $87.3M | ||
| Q4 24 | $105.6M | $77.7M | ||
| Q3 24 | $122.6M | $83.1M | ||
| Q2 24 | $66.9M | $99.7M |
毛利率AMKRVMI
| Q1 26 | 14.2% | 30.8% | ||
| Q4 25 | 16.7% | 29.8% | ||
| Q3 25 | 14.3% | 30.4% | ||
| Q2 25 | 12.0% | 30.6% | ||
| Q1 25 | 11.9% | 30.0% | ||
| Q4 24 | 15.1% | 30.2% | ||
| Q3 24 | 14.6% | 29.6% | ||
| Q2 24 | 14.5% | 30.8% |
营业利润率AMKRVMI
| Q1 26 | 5.9% | 15.1% | ||
| Q4 25 | 9.8% | 11.2% | ||
| Q3 25 | 8.0% | 13.5% | ||
| Q2 25 | 6.1% | 2.8% | ||
| Q1 25 | 2.4% | 13.2% | ||
| Q4 24 | 8.3% | 11.6% | ||
| Q3 24 | 8.0% | 12.3% | ||
| Q2 24 | 5.6% | 14.2% |
净利率AMKRVMI
| Q1 26 | 4.9% | 10.5% | ||
| Q4 25 | 9.1% | 16.2% | ||
| Q3 25 | 6.4% | 9.5% | ||
| Q2 25 | 3.6% | -0.4% | ||
| Q1 25 | 1.6% | 9.0% | ||
| Q4 24 | 6.5% | 7.5% | ||
| Q3 24 | 6.6% | 8.1% | ||
| Q2 24 | 4.6% | 9.6% |
每股收益（稀释后）AMKRVMI
| Q1 26 | $0.33 | $5.51 | ||
| Q4 25 | $0.68 | $9.02 | ||
| Q3 25 | $0.51 | $4.98 | ||
| Q2 25 | $0.22 | $-1.53 | ||
| Q1 25 | $0.09 | $4.32 | ||
| Q4 24 | $0.43 | $3.85 | ||
| Q3 24 | $0.49 | $4.11 | ||
| Q2 24 | $0.27 | $4.91 |
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 | $160.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $4.6B | $1.7B |
| 总资产 | $8.3B | $3.4B |
| 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AMKRVMI
| Q1 26 | $1.8B | $160.2M | ||
| Q4 25 | $2.0B | $187.1M | ||
| Q3 25 | $2.1B | $226.1M | ||
| Q2 25 | $2.0B | $208.5M | ||
| Q1 25 | $1.6B | $184.4M | ||
| Q4 24 | $1.6B | $164.3M | ||
| Q3 24 | $1.5B | $200.5M | ||
| Q2 24 | $1.5B | $163.1M |
总债务AMKRVMI
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRVMI
| Q1 26 | $4.6B | $1.7B | ||
| Q4 25 | $4.5B | $1.6B | ||
| Q3 25 | $4.3B | $1.6B | ||
| Q2 25 | $4.2B | $1.5B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.1B | $1.5B | ||
| Q3 24 | $4.2B | $1.5B | ||
| Q2 24 | $4.0B | $1.5B |
总资产AMKRVMI
| Q1 26 | $8.3B | $3.4B | ||
| Q4 25 | $8.1B | $3.4B | ||
| Q3 25 | $8.2B | $3.4B | ||
| Q2 25 | $7.7B | $3.3B | ||
| Q1 25 | $6.9B | $3.4B | ||
| Q4 24 | $6.9B | $3.3B | ||
| Q3 24 | $7.0B | $3.5B | ||
| Q2 24 | $6.9B | $3.5B |
负债/权益比AMKRVMI
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| 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 | — |
| 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AMKRVMI
| Q1 26 | $145.1M | — | ||
| Q4 25 | $644.5M | $111.2M | ||
| Q3 25 | $168.5M | $112.5M | ||
| Q2 25 | $258.5M | $167.6M | ||
| Q1 25 | $24.1M | $65.1M | ||
| Q4 24 | $537.6M | $193.4M | ||
| Q3 24 | $164.2M | $225.1M | ||
| Q2 24 | $224.8M | $130.8M |
自由现金流AMKRVMI
| Q1 26 | — | — | ||
| Q4 25 | $212.4M | $70.4M | ||
| Q3 25 | $-77.9M | $70.6M | ||
| Q2 25 | $112.3M | $135.6M | ||
| Q1 25 | $-55.7M | $34.8M | ||
| Q4 24 | $251.9M | $167.8M | ||
| Q3 24 | $-31.3M | $204.6M | ||
| Q2 24 | $58.4M | $112.5M |
自由现金流率AMKRVMI
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 6.8% | ||
| Q3 25 | -3.9% | 6.7% | ||
| Q2 25 | 7.4% | 12.9% | ||
| Q1 25 | -4.2% | 3.6% | ||
| Q4 24 | 15.5% | 16.2% | ||
| Q3 24 | -1.7% | 20.1% | ||
| Q2 24 | 4.0% | 10.8% |
资本支出强度AMKRVMI
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 3.9% | ||
| Q3 25 | 12.4% | 4.0% | ||
| Q2 25 | 9.7% | 3.0% | ||
| Q1 25 | 6.0% | 3.1% | ||
| Q4 24 | 17.5% | 2.5% | ||
| Q3 24 | 10.5% | 2.0% | ||
| Q2 24 | 11.4% | 1.8% |
现金转化率AMKRVMI
| Q1 26 | 1.75× | — | ||
| Q4 25 | 3.75× | 0.66× | ||
| Q3 25 | 1.33× | 1.14× | ||
| Q2 25 | 4.75× | — | ||
| Q1 25 | 1.14× | 0.75× | ||
| Q4 24 | 5.09× | 2.49× | ||
| Q3 24 | 1.34× | 2.71× | ||
| Q2 24 | 3.36× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
