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安靠科技（AMKR）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是安靠科技的1.2倍（$2.1B vs $1.7B），捷迈邦美净利率更高（11.4% vs 4.9%，领先6.5%），安靠科技同比增速更快（27.5% vs 9.3%），过去两年安靠科技的营收复合增速更高（7.4% vs 3.7%）
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。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
AMKR vs ZBH — 直观对比
营收规模更大
ZBH
是对方的1.2倍
$1.7B
营收增速更快
AMKR
高出18.2%
9.3%
净利率更高
ZBH
高出6.5%
4.9%
两年增速更快
AMKR
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $83.0M | $238.3M |
| 毛利率 | 14.2% | 64.6% |
| 营业利润率 | 5.9% | 17.9% |
| 净利率 | 4.9% | 11.4% |
| 营收同比 | 27.5% | 9.3% |
| 净利润同比 | 295.2% | 30.5% |
| 每股收益（稀释后） | $0.33 | $1.22 |
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AMKRZBH
| Q1 26 | $1.7B | $2.1B | ||
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $1.5B | $1.9B |
净利润AMKRZBH
| Q1 26 | $83.0M | $238.3M | ||
| Q4 25 | $171.8M | $139.4M | ||
| Q3 25 | $126.6M | $230.9M | ||
| Q2 25 | $54.4M | $152.8M | ||
| Q1 25 | $21.1M | $182.0M | ||
| Q4 24 | $105.6M | $239.5M | ||
| Q3 24 | $122.6M | $249.1M | ||
| Q2 24 | $66.9M | $242.8M |
毛利率AMKRZBH
| Q1 26 | 14.2% | 64.6% | ||
| Q4 25 | 16.7% | 64.7% | ||
| Q3 25 | 14.3% | 72.1% | ||
| Q2 25 | 12.0% | 71.5% | ||
| Q1 25 | 11.9% | 71.2% | ||
| Q4 24 | 15.1% | 71.0% | ||
| Q3 24 | 14.6% | 70.5% | ||
| Q2 24 | 14.5% | 71.5% |
营业利润率AMKRZBH
| Q1 26 | 5.9% | 17.9% | ||
| Q4 25 | 9.8% | 6.9% | ||
| Q3 25 | 8.0% | 17.6% | ||
| Q2 25 | 6.1% | 14.4% | ||
| Q1 25 | 2.4% | 15.3% | ||
| Q4 24 | 8.3% | 19.2% | ||
| Q3 24 | 8.0% | 15.3% | ||
| Q2 24 | 5.6% | 18.1% |
净利率AMKRZBH
| Q1 26 | 4.9% | 11.4% | ||
| Q4 25 | 9.1% | 6.2% | ||
| Q3 25 | 6.4% | 11.5% | ||
| Q2 25 | 3.6% | 7.4% | ||
| Q1 25 | 1.6% | 9.5% | ||
| Q4 24 | 6.5% | 11.8% | ||
| Q3 24 | 6.6% | 13.7% | ||
| Q2 24 | 4.6% | 12.5% |
每股收益（稀释后）AMKRZBH
| Q1 26 | $0.33 | $1.22 | ||
| Q4 25 | $0.68 | $0.71 | ||
| Q3 25 | $0.51 | $1.16 | ||
| Q2 25 | $0.22 | $0.77 | ||
| Q1 25 | $0.09 | $0.91 | ||
| Q4 24 | $0.43 | $1.18 | ||
| Q3 24 | $0.49 | $1.23 | ||
| Q2 24 | $0.27 | $1.18 |
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 | $424.2M |
| 总债务越低越好 | $1.3B | $7.5B |
| 股东权益账面价值 | $4.6B | $12.7B |
| 总资产 | $8.3B | $22.7B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AMKRZBH
| Q1 26 | $1.8B | $424.2M | ||
| Q4 25 | $2.0B | $591.9M | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.0B | $556.9M | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $525.5M | ||
| Q3 24 | $1.5B | $569.0M | ||
| Q2 24 | $1.5B | $420.1M |
总债务AMKRZBH
| Q1 26 | $1.3B | $7.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMKRZBH
| Q1 26 | $4.6B | $12.7B | ||
| Q4 25 | $4.5B | $12.7B | ||
| Q3 25 | $4.3B | $12.8B | ||
| Q2 25 | $4.2B | $12.5B | ||
| Q1 25 | $4.2B | $12.4B | ||
| Q4 24 | $4.1B | $12.5B | ||
| Q3 24 | $4.2B | $12.4B | ||
| Q2 24 | $4.0B | $12.7B |
总资产AMKRZBH
| Q1 26 | $8.3B | $22.7B | ||
| Q4 25 | $8.1B | $23.1B | ||
| Q3 25 | $8.2B | $23.5B | ||
| Q2 25 | $7.7B | $22.9B | ||
| Q1 25 | $6.9B | $22.2B | ||
| Q4 24 | $6.9B | $21.4B | ||
| Q3 24 | $7.0B | $21.7B | ||
| Q2 24 | $6.9B | $21.5B |
负债/权益比AMKRZBH
| Q1 26 | 0.28× | 0.59× | ||
| 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 | $359.4M |
| 自由现金流经营现金流 - 资本支出 | — | $245.9M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 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× | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流AMKRZBH
| Q1 26 | $145.1M | $359.4M | ||
| Q4 25 | $644.5M | $517.4M | ||
| Q3 25 | $168.5M | $418.7M | ||
| Q2 25 | $258.5M | $378.2M | ||
| Q1 25 | $24.1M | $382.8M | ||
| Q4 24 | $537.6M | $506.3M | ||
| Q3 24 | $164.2M | $395.7M | ||
| Q2 24 | $224.8M | $369.4M |
自由现金流AMKRZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | $212.4M | $442.6M | ||
| Q3 25 | $-77.9M | $363.7M | ||
| Q2 25 | $112.3M | $328.1M | ||
| Q1 25 | $-55.7M | $338.2M | ||
| Q4 24 | $251.9M | $454.8M | ||
| Q3 24 | $-31.3M | $351.2M | ||
| Q2 24 | $58.4M | $316.7M |
自由现金流率AMKRZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | 11.2% | 19.7% | ||
| Q3 25 | -3.9% | 18.2% | ||
| Q2 25 | 7.4% | 15.8% | ||
| Q1 25 | -4.2% | 17.7% | ||
| Q4 24 | 15.5% | 22.5% | ||
| Q3 24 | -1.7% | 19.3% | ||
| Q2 24 | 4.0% | 16.3% |
资本支出强度AMKRZBH
| Q1 26 | 29.0% | — | ||
| Q4 25 | 22.9% | 3.3% | ||
| Q3 25 | 12.4% | 2.7% | ||
| Q2 25 | 9.7% | 2.4% | ||
| Q1 25 | 6.0% | 2.3% | ||
| Q4 24 | 17.5% | 2.5% | ||
| Q3 24 | 10.5% | 2.4% | ||
| Q2 24 | 11.4% | 2.7% |
现金转化率AMKRZBH
| Q1 26 | 1.75× | 1.51× | ||
| Q4 25 | 3.75× | 3.71× | ||
| Q3 25 | 1.33× | 1.81× | ||
| Q2 25 | 4.75× | 2.48× | ||
| Q1 25 | 1.14× | 2.10× | ||
| Q4 24 | 5.09× | 2.11× | ||
| Q3 24 | 1.34× | 1.59× | ||
| Q2 24 | 3.36× | 1.52× |
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% |
ZBH
暂无分部数据
