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柯蒂斯-莱特（CW）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柯蒂斯-莱特的1.8倍（$1.7B vs $914.0M），格罗方德净利率更高（14.8% vs 14.0%，领先0.7%），柯蒂斯-莱特同比增速更快（13.4% vs -2.9%），过去两年柯蒂斯-莱特的营收复合增速更高（7.9% vs -4.3%）
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
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。
CW vs GFS — 直观对比
营收规模更大
GFS
是对方的1.8倍
$914.0M
营收增速更快
CW
高出16.3%
-2.9%
净利率更高
GFS
高出0.7%
14.0%
两年增速更快
CW
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $914.0M | $1.7B |
| 净利润 | $128.2M | $249.0M |
| 毛利率 | 36.3% | 24.8% |
| 营业利润率 | 17.5% | 11.6% |
| 净利率 | 14.0% | 14.8% |
| 营收同比 | 13.4% | -2.9% |
| 净利润同比 | 26.5% | 39.9% |
| 每股收益（稀释后） | $3.46 | $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CWGFS
| Q1 26 | $914.0M | — | ||
| Q4 25 | $947.0M | — | ||
| Q3 25 | $869.2M | $1.7B | ||
| Q2 25 | $876.6M | $1.7B | ||
| Q1 25 | $805.6M | $1.6B | ||
| Q4 24 | $824.3M | — | ||
| Q3 24 | $798.9M | $1.7B | ||
| Q2 24 | $784.8M | $1.6B |
净利润CWGFS
| Q1 26 | $128.2M | — | ||
| Q4 25 | $137.0M | — | ||
| Q3 25 | $124.8M | $249.0M | ||
| Q2 25 | $121.1M | $228.0M | ||
| Q1 25 | $101.3M | $211.0M | ||
| Q4 24 | $117.9M | — | ||
| Q3 24 | $111.2M | $178.0M | ||
| Q2 24 | $99.5M | $155.0M |
毛利率CWGFS
| Q1 26 | 36.3% | — | ||
| Q4 25 | 37.5% | — | ||
| Q3 25 | 37.7% | 24.8% | ||
| Q2 25 | 37.2% | 24.2% | ||
| Q1 25 | 36.3% | 22.4% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.3% | 23.8% | ||
| Q2 24 | 36.2% | 24.2% |
营业利润率CWGFS
| Q1 26 | 17.5% | — | ||
| Q4 25 | 19.2% | — | ||
| Q3 25 | 19.1% | 11.6% | ||
| Q2 25 | 17.8% | 11.6% | ||
| Q1 25 | 16.0% | 9.5% | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 18.1% | 10.6% | ||
| Q2 24 | 16.4% | 9.5% |
净利率CWGFS
| Q1 26 | 14.0% | — | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 14.4% | 14.8% | ||
| Q2 25 | 13.8% | 13.5% | ||
| Q1 25 | 12.6% | 13.3% | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 13.9% | 10.2% | ||
| Q2 24 | 12.7% | 9.5% |
每股收益（稀释后）CWGFS
| Q1 26 | $3.46 | — | ||
| Q4 25 | $3.69 | — | ||
| Q3 25 | $3.31 | $0.44 | ||
| Q2 25 | $3.19 | $0.41 | ||
| Q1 25 | $2.68 | $0.38 | ||
| Q4 24 | $3.09 | — | ||
| Q3 24 | $2.89 | $0.32 | ||
| Q2 24 | $2.58 | $0.28 |
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 | $343.4M | $2.0B |
| 总债务越低越好 | $757.6M | — |
| 股东权益账面价值 | $2.6B | $11.8B |
| 总资产 | $5.3B | $16.7B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资CWGFS
| Q1 26 | $343.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | $226.5M | $1.6B | ||
| Q4 24 | $385.0M | — | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.2B |
总债务CWGFS
| Q1 26 | $757.6M | — | ||
| Q4 25 | $957.9M | — | ||
| Q3 25 | $968.6M | — | ||
| Q2 25 | $958.4M | — | ||
| Q1 25 | $958.6M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CWGFS
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $11.8B | ||
| Q2 25 | $2.7B | $11.5B | ||
| Q1 25 | $2.6B | $11.1B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.5B | $11.6B | ||
| Q2 24 | $2.5B | $11.3B |
总资产CWGFS
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.1B | $16.7B | ||
| Q2 25 | $5.2B | $16.8B | ||
| Q1 25 | $5.0B | $16.5B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.9B | $18.1B | ||
| Q2 24 | $4.7B | — |
负债/权益比CWGFS
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.0M | — |
| 自由现金流率自由现金流/营收 | -1.9% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | $591.2M | — |
8季度趋势，按日历期对齐
经营现金流CWGFS
| Q1 26 | — | — | ||
| Q4 25 | $352.7M | — | ||
| Q3 25 | $192.8M | $595.0M | ||
| Q2 25 | $136.6M | $431.0M | ||
| Q1 25 | $-38.8M | $331.0M | ||
| Q4 24 | $301.3M | — | ||
| Q3 24 | $177.3M | $375.0M | ||
| Q2 24 | $111.3M | $402.0M |
自由现金流CWGFS
| Q1 26 | $-17.0M | — | ||
| Q4 25 | $315.1M | — | ||
| Q3 25 | $175.9M | — | ||
| Q2 25 | $117.2M | — | ||
| Q1 25 | $-54.5M | — | ||
| Q4 24 | $278.0M | — | ||
| Q3 24 | $162.7M | — | ||
| Q2 24 | $100.3M | — |
自由现金流率CWGFS
| Q1 26 | -1.9% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 13.4% | — | ||
| Q1 25 | -6.8% | — | ||
| Q4 24 | 33.7% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 12.8% | — |
资本支出强度CWGFS
| Q1 26 | 1.3% | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.4% | — |
现金转化率CWGFS
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.54× | 2.39× | ||
| Q2 25 | 1.13× | 1.89× | ||
| Q1 25 | -0.38× | 1.57× | ||
| Q4 24 | 2.56× | — | ||
| Q3 24 | 1.59× | 2.11× | ||
| Q2 24 | 1.12× | 2.59× |
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
CW
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% |
