vs
精工集团（CRDO）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是精工集团的6.3倍（$1.7B vs $268.0M）。精工集团净利率更高（30.8% vs 14.8%，领先16.1%）。精工集团同比增速更快（272.1% vs -2.9%）。过去两年精工集团的营收复合增速更高（110.0% vs -4.3%）
精工集团是由精工集团株式会社及其子公司、关联企业组成的企业集团。该集团原由精工控股株式会社、精工仪器株式会社和精工爱普生株式会社三家核心企业构成，三家企业均以钟表技术为核心联结。目前爱普生仍为精工集团开发生产腕表，但爱普生及其子公司已不属于精工集团旗下成员。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
CRDO vs GFS — 直观对比
营收规模更大
GFS
是对方的6.3倍
$268.0M
营收增速更快
CRDO
高出275.0%
-2.9%
净利率更高
CRDO
高出16.1%
14.8%
两年增速更快
CRDO
近两年复合增速
-4.3%
损益表 — Q3 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $268.0M | $1.7B |
| 净利润 | $82.6M | $249.0M |
| 毛利率 | 67.5% | 24.8% |
| 营业利润率 | 29.4% | 11.6% |
| 净利率 | 30.8% | 14.8% |
| 营收同比 | 272.1% | -2.9% |
| 净利润同比 | 2055.9% | 39.9% |
| 每股收益（稀释后） | $0.44 | $0.44 |
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CRDOGFS
| Q4 25 | $268.0M | — | ||
| Q3 25 | $223.1M | $1.7B | ||
| Q2 25 | $170.0M | $1.7B | ||
| Q1 25 | $135.0M | $1.6B | ||
| Q4 24 | $72.0M | — | ||
| Q3 24 | $59.7M | $1.7B | ||
| Q2 24 | $60.8M | $1.6B | ||
| Q1 24 | — | $1.5B |
净利润CRDOGFS
| Q4 25 | $82.6M | — | ||
| Q3 25 | $63.4M | $249.0M | ||
| Q2 25 | $36.6M | $228.0M | ||
| Q1 25 | $29.4M | $211.0M | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-9.5M | $178.0M | ||
| Q2 24 | $-10.5M | $155.0M | ||
| Q1 24 | — | $134.0M |
毛利率CRDOGFS
| Q4 25 | 67.5% | — | ||
| Q3 25 | 67.4% | 24.8% | ||
| Q2 25 | 67.2% | 24.2% | ||
| Q1 25 | 63.6% | 22.4% | ||
| Q4 24 | 63.2% | — | ||
| Q3 24 | 62.4% | 23.8% | ||
| Q2 24 | 65.8% | 24.2% | ||
| Q1 24 | — | 25.4% |
营业利润率CRDOGFS
| Q4 25 | 29.4% | — | ||
| Q3 25 | 27.2% | 11.6% | ||
| Q2 25 | 19.9% | 11.6% | ||
| Q1 25 | 19.4% | 9.5% | ||
| Q4 24 | -11.7% | — | ||
| Q3 24 | -24.2% | 10.6% | ||
| Q2 24 | -13.0% | 9.5% | ||
| Q1 24 | — | 9.5% |
净利率CRDOGFS
| Q4 25 | 30.8% | — | ||
| Q3 25 | 28.4% | 14.8% | ||
| Q2 25 | 21.5% | 13.5% | ||
| Q1 25 | 21.7% | 13.3% | ||
| Q4 24 | -5.9% | — | ||
| Q3 24 | -16.0% | 10.2% | ||
| Q2 24 | -17.2% | 9.5% | ||
| Q1 24 | — | 8.7% |
每股收益（稀释后）CRDOGFS
| Q4 25 | $0.44 | — | ||
| Q3 25 | $0.34 | $0.44 | ||
| Q2 25 | $0.22 | $0.41 | ||
| Q1 25 | $0.16 | $0.38 | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-0.06 | $0.32 | ||
| Q2 24 | $-0.06 | $0.28 | ||
| Q1 24 | — | $0.24 |
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 | $813.6M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $11.8B |
| 总资产 | $1.4B | $16.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CRDOGFS
| Q4 25 | $813.6M | — | ||
| Q3 25 | $479.6M | $2.0B | ||
| Q2 25 | $431.3M | $1.8B | ||
| Q1 25 | $379.2M | $1.6B | ||
| Q4 24 | $383.0M | — | ||
| Q3 24 | $398.6M | $2.3B | ||
| Q2 24 | $410.0M | $2.2B | ||
| Q1 24 | — | $2.2B |
股东权益CRDOGFS
| Q4 25 | $1.3B | — | ||
| Q3 25 | $781.4M | $11.8B | ||
| Q2 25 | $681.6M | $11.5B | ||
| Q1 25 | $618.2M | $11.1B | ||
| Q4 24 | $567.9M | — | ||
| Q3 24 | $553.1M | $11.6B | ||
| Q2 24 | $540.2M | $11.3B | ||
| Q1 24 | — | $11.3B |
总资产CRDOGFS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $905.2M | $16.7B | ||
| Q2 25 | $809.3M | $16.8B | ||
| Q1 25 | $719.9M | $16.5B | ||
| Q4 24 | $638.6M | — | ||
| Q3 24 | $644.9M | $18.1B | ||
| Q2 24 | $601.9M | — | ||
| Q1 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 | $61.7M | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | — |
| 自由现金流率自由现金流/营收 | 14.4% | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 0.75× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $143.6M | — |
8季度趋势，按日历期对齐
经营现金流CRDOGFS
| Q4 25 | $61.7M | — | ||
| Q3 25 | $54.2M | $595.0M | ||
| Q2 25 | $57.8M | $431.0M | ||
| Q1 25 | — | $331.0M | ||
| Q4 24 | $10.3M | — | ||
| Q3 24 | $-7.2M | $375.0M | ||
| Q2 24 | $4.2M | $402.0M | ||
| Q1 24 | — | $488.0M |
自由现金流CRDOGFS
| Q4 25 | $38.5M | — | ||
| Q3 25 | $51.3M | — | ||
| Q2 25 | $54.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-11.7M | — | ||
| Q3 24 | $-13.1M | — | ||
| Q2 24 | $962.0K | — | ||
| Q1 24 | — | — |
自由现金流率CRDOGFS
| Q4 25 | 14.4% | — | ||
| Q3 25 | 23.0% | — | ||
| Q2 25 | 31.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -16.2% | — | ||
| Q3 24 | -21.9% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | — | — |
资本支出强度CRDOGFS
| Q4 25 | 8.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 30.5% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 5.3% | — | ||
| Q1 24 | — | — |
现金转化率CRDOGFS
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.85× | 2.39× | ||
| Q2 25 | 1.58× | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.59× | ||
| Q1 24 | — | 3.64× |
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
CRDO
暂无分部数据
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
