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格罗方德（GFS）与森萨塔科技（ST）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森萨塔科技的1.8倍（$1.7B vs $934.8M），格罗方德净利率更高（14.8% vs 9.3%，领先5.4%），森萨塔科技同比增速更快（2.6% vs -2.9%），过去两年格罗方德的营收复合增速更高（-4.3% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
GFS vs ST — 直观对比
营收规模更大
GFS
是对方的1.8倍
$934.8M
营收增速更快
ST
高出5.5%
-2.9%
净利率更高
GFS
高出5.4%
9.3%
两年增速更快
GFS
近两年复合增速
-5.0%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $934.8M |
| 净利润 | $249.0M | $87.1M |
| 毛利率 | 24.8% | 30.6% |
| 营业利润率 | 11.6% | 15.1% |
| 净利率 | 14.8% | 9.3% |
| 营收同比 | -2.9% | 2.6% |
| 净利润同比 | 39.9% | 24.6% |
| 每股收益（稀释后） | $0.44 | $0.59 |
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GFSST
| Q1 26 | — | $934.8M | ||
| Q4 25 | — | $917.9M | ||
| Q3 25 | $1.7B | $932.0M | ||
| Q2 25 | $1.7B | $943.4M | ||
| Q1 25 | $1.6B | $911.3M | ||
| Q4 24 | — | $907.7M | ||
| Q3 24 | $1.7B | $982.8M | ||
| Q2 24 | $1.6B | $1.0B |
净利润GFSST
| Q1 26 | — | $87.1M | ||
| Q4 25 | — | $63.2M | ||
| Q3 25 | $249.0M | $-162.5M | ||
| Q2 25 | $228.0M | $60.7M | ||
| Q1 25 | $211.0M | $69.9M | ||
| Q4 24 | — | $5.8M | ||
| Q3 24 | $178.0M | $-25.0M | ||
| Q2 24 | $155.0M | $71.7M |
毛利率GFSST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | 24.8% | 27.8% | ||
| Q2 25 | 24.2% | 30.3% | ||
| Q1 25 | 22.4% | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | 23.8% | 28.6% | ||
| Q2 24 | 24.2% | 30.0% |
营业利润率GFSST
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | 11.6% | -13.2% | ||
| Q2 25 | 11.6% | 14.6% | ||
| Q1 25 | 9.5% | 13.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 10.6% | -20.3% | ||
| Q2 24 | 9.5% | 12.5% |
净利率GFSST
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 14.8% | -17.4% | ||
| Q2 25 | 13.5% | 6.4% | ||
| Q1 25 | 13.3% | 7.7% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 10.2% | -2.5% | ||
| Q2 24 | 9.5% | 6.9% |
每股收益（稀释后）GFSST
| Q1 26 | — | $0.59 | ||
| Q4 25 | — | $0.45 | ||
| Q3 25 | $0.44 | $-1.12 | ||
| Q2 25 | $0.41 | $0.41 | ||
| Q1 25 | $0.38 | $0.47 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | $0.32 | $-0.17 | ||
| Q2 24 | $0.28 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $11.8B | $2.9B |
| 总资产 | $16.7B | $6.8B |
| 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GFSST
| Q1 26 | — | $635.1M | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | $2.0B | $791.3M | ||
| Q2 25 | $1.8B | $661.8M | ||
| Q1 25 | $1.6B | $588.1M | ||
| Q4 24 | — | $593.7M | ||
| Q3 24 | $2.3B | $506.2M | ||
| Q2 24 | $2.2B | $1.0B |
总债务GFSST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GFSST
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $11.8B | $2.7B | ||
| Q2 25 | $11.5B | $2.9B | ||
| Q1 25 | $11.1B | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $11.6B | $3.0B | ||
| Q2 24 | $11.3B | $3.0B |
总资产GFSST
| Q1 26 | — | $6.8B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $16.7B | $7.1B | ||
| Q2 25 | $16.8B | $7.3B | ||
| Q1 25 | $16.5B | $7.2B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | $18.1B | $7.3B | ||
| Q2 24 | — | $8.2B |
负债/权益比GFSST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| 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 | $595.0M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.39× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流GFSST
| Q1 26 | — | $122.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $595.0M | $159.9M | ||
| Q2 25 | $431.0M | $140.9M | ||
| Q1 25 | $331.0M | $119.2M | ||
| Q4 24 | — | $170.7M | ||
| Q3 24 | $375.0M | $130.9M | ||
| Q2 24 | $402.0M | $143.5M |
自由现金流GFSST
| Q1 26 | — | $104.6M | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | — | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率GFSST
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度GFSST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率GFSST
| Q1 26 | — | 1.41× | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | 2.39× | — | ||
| Q2 25 | 1.89× | 2.32× | ||
| Q1 25 | 1.57× | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.59× | 2.00× |
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% |
ST
暂无分部数据
