vs
格罗方德（GFS）与Qnity Electronics, Inc.（Q）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Qnity Electronics, Inc.的1.3倍（$1.7B vs $1.3B），Qnity Electronics, Inc.净利率更高（16.5% vs 14.8%，领先1.8%），Qnity Electronics, Inc.同比增速更快（11.1% vs -2.9%）
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。
GFS vs Q — 直观对比
营收规模更大
GFS
是对方的1.3倍
$1.3B
营收增速更快
Q
高出14.1%
-2.9%
净利率更高
Q
高出1.8%
14.8%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $249.0M | $211.0M |
| 毛利率 | 24.8% | 45.1% |
| 营业利润率 | 11.6% | 21.3% |
| 净利率 | 14.8% | 16.5% |
| 营收同比 | -2.9% | 11.1% |
| 净利润同比 | 39.9% | 6.0% |
| 每股收益（稀释后） | $0.44 | $1.01 |
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GFSQ
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.6B | — | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.5B | — | ||
| Q3 23 | $1.9B | — | ||
| Q2 23 | $1.8B | — |
净利润GFSQ
| Q3 25 | $249.0M | $211.0M | ||
| Q2 25 | $228.0M | — | ||
| Q1 25 | $211.0M | — | ||
| Q3 24 | $178.0M | $199.0M | ||
| Q2 24 | $155.0M | — | ||
| Q1 24 | $134.0M | — | ||
| Q3 23 | $249.0M | — | ||
| Q2 23 | $237.0M | — |
毛利率GFSQ
| Q3 25 | 24.8% | 45.1% | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.4% | — | ||
| Q3 24 | 23.8% | 47.0% | ||
| Q2 24 | 24.2% | — | ||
| Q1 24 | 25.4% | — | ||
| Q3 23 | 28.6% | — | ||
| Q2 23 | 28.8% | — |
营业利润率GFSQ
| Q3 25 | 11.6% | 21.3% | ||
| Q2 25 | 11.6% | — | ||
| Q1 25 | 9.5% | — | ||
| Q3 24 | 10.6% | 21.8% | ||
| Q2 24 | 9.5% | — | ||
| Q1 24 | 9.5% | — | ||
| Q3 23 | 14.1% | — | ||
| Q2 23 | 14.9% | — |
净利率GFSQ
| Q3 25 | 14.8% | 16.5% | ||
| Q2 25 | 13.5% | — | ||
| Q1 25 | 13.3% | — | ||
| Q3 24 | 10.2% | 17.3% | ||
| Q2 24 | 9.5% | — | ||
| Q1 24 | 8.7% | — | ||
| Q3 23 | 13.4% | — | ||
| Q2 23 | 12.8% | — |
每股收益（稀释后）GFSQ
| Q3 25 | $0.44 | $1.01 | ||
| Q2 25 | $0.41 | — | ||
| Q1 25 | $0.38 | — | ||
| Q3 24 | $0.32 | $0.95 | ||
| Q2 24 | $0.28 | — | ||
| Q1 24 | $0.24 | — | ||
| Q3 23 | $0.45 | — | ||
| Q2 23 | $0.43 | — |
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 | $2.0B | $128.0M |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $11.8B | $9.1B |
| 总资产 | $16.7B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资GFSQ
| Q3 25 | $2.0B | $128.0M | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.2B | — | ||
| Q3 23 | $1.9B | — | ||
| Q2 23 | $1.8B | — |
总债务GFSQ
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
股东权益GFSQ
| Q3 25 | $11.8B | $9.1B | ||
| Q2 25 | $11.5B | — | ||
| Q1 25 | $11.1B | — | ||
| Q3 24 | $11.6B | $11.1B | ||
| Q2 24 | $11.3B | — | ||
| Q1 24 | $11.3B | — | ||
| Q3 23 | $10.8B | — | ||
| Q2 23 | $10.6B | — |
总资产GFSQ
| Q3 25 | $16.7B | $12.5B | ||
| Q2 25 | $16.8B | — | ||
| Q1 25 | $16.5B | — | ||
| Q3 24 | $18.1B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | $17.8B | — | ||
| Q2 23 | $17.8B | — |
负债/权益比GFSQ
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | $782.0M |
| 自由现金流经营现金流 - 资本支出 | — | $568.0M |
| 自由现金流率自由现金流/营收 | — | 44.5% |
| 资本支出强度资本支出/营收 | — | 16.8% |
| 现金转化率经营现金流/净利润 | 2.39× | 3.71× |
| 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GFSQ
| Q3 25 | $595.0M | $782.0M | ||
| Q2 25 | $431.0M | — | ||
| Q1 25 | $331.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $402.0M | — | ||
| Q1 24 | $488.0M | — | ||
| Q3 23 | $416.0M | — | ||
| Q2 23 | $546.0M | — |
自由现金流GFSQ
| Q3 25 | — | $568.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
自由现金流率GFSQ
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
资本支出强度GFSQ
| Q3 25 | — | 16.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
现金转化率GFSQ
| Q3 25 | 2.39× | 3.71× | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.57× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.59× | — | ||
| Q1 24 | 3.64× | — | ||
| Q3 23 | 1.67× | — | ||
| Q2 23 | 2.30× | — |
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
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% |
Q
| Semiconductor Technologies | $693.0M | 54% |
| Interconnect Solutions | $583.0M | 46% |
