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英特尔(INTC)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
英特尔的季度营收约是思佳讯的13.1倍($13.6B vs $1.0B),思佳讯净利率更高(7.6% vs -6.5%,领先14.2%),思佳讯同比增速更快(8.6% vs 7.0%),思佳讯自由现金流更多($339.0M vs $-2.0B),过去两年英特尔的营收复合增速更高(2.9% vs -0.5%)
英特尔是总部位于美国加利福尼亚州圣克拉拉的跨国科技企业,主营CPU等计算机核心零部件的研发、生产与销售,产品覆盖企业级及消费级市场。2024年按营收统计为全球第三大半导体芯片制造商,自2007年起持续入选美国财富500强榜单。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
INTC vs SWKS — 直观对比
营收规模更大
INTC
是对方的13.1倍
$1.0B
营收增速更快
SWKS
高出1.6%
7.0%
净利率更高
SWKS
高出14.2%
-6.5%
自由现金流更多
SWKS
多$2.4B
$-2.0B
两年增速更快
INTC
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $13.6B | $1.0B |
| 净利润 | $-887.0M | $79.2M |
| 毛利率 | 34.4% | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | -6.5% | 7.6% |
| 营收同比 | 7.0% | 8.6% |
| 净利润同比 | -382.6% | 15.3% |
| 每股收益(稀释后) | $-0.73 | $0.53 |
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
INTC
SWKS
| Q1 26 | $13.6B | $1.0B | ||
| Q4 25 | $13.7B | $1.1B | ||
| Q3 25 | $13.7B | — | ||
| Q2 25 | $12.9B | $965.0M | ||
| Q1 25 | $12.7B | $953.2M | ||
| Q4 24 | $14.3B | $1.1B | ||
| Q3 24 | $13.3B | $1.0B | ||
| Q2 24 | $12.8B | $905.5M |
净利润
INTC
SWKS
| Q1 26 | $-887.0M | $79.2M | ||
| Q4 25 | $-591.0M | $141.4M | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $-2.9B | $105.0M | ||
| Q1 25 | $-821.0M | $68.7M | ||
| Q4 24 | $-126.0M | $162.0M | ||
| Q3 24 | $-16.6B | $60.5M | ||
| Q2 24 | $-1.6B | $120.9M |
毛利率
INTC
SWKS
| Q1 26 | 34.4% | 41.3% | ||
| Q4 25 | 36.1% | 40.7% | ||
| Q3 25 | 38.2% | — | ||
| Q2 25 | 27.5% | 41.6% | ||
| Q1 25 | 36.9% | 41.1% | ||
| Q4 24 | 39.2% | 41.4% | ||
| Q3 24 | 15.0% | 41.9% | ||
| Q2 24 | 35.4% | 40.2% |
营业利润率
INTC
SWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 4.2% | 10.1% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | -24.7% | 11.5% | ||
| Q1 25 | -2.4% | 10.2% | ||
| Q4 24 | 2.9% | 16.9% | ||
| Q3 24 | -68.2% | 5.8% | ||
| Q2 24 | -15.3% | 14.4% |
净利率
INTC
SWKS
| Q1 26 | -6.5% | 7.6% | ||
| Q4 25 | -4.3% | 12.9% | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | -22.7% | 10.9% | ||
| Q1 25 | -6.5% | 7.2% | ||
| Q4 24 | -0.9% | 15.2% | ||
| Q3 24 | -125.3% | 5.9% | ||
| Q2 24 | -12.5% | 13.4% |
每股收益(稀释后)
INTC
SWKS
| Q1 26 | $-0.73 | $0.53 | ||
| Q4 25 | $-0.10 | $0.95 | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $-0.67 | $0.70 | ||
| Q1 25 | $-0.19 | $0.43 | ||
| Q4 24 | $-0.03 | $1.00 | ||
| Q3 24 | $-3.88 | $0.36 | ||
| Q2 24 | $-0.38 | $0.75 |
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 | $32.8B | $1.6B |
| 总债务越低越好 | $2.0B | $496.6M |
| 股东权益账面价值 | $125.0B | $5.8B |
| 总资产 | $205.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
INTC
SWKS
| Q1 26 | $32.8B | $1.6B | ||
| Q4 25 | $14.3B | $1.4B | ||
| Q3 25 | $11.1B | — | ||
| Q2 25 | $9.6B | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $8.2B | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务
INTC
SWKS
| Q1 26 | $2.0B | $496.6M | ||
| Q4 25 | $46.6B | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $50.0B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益
INTC
SWKS
| Q1 26 | $125.0B | $5.8B | ||
| Q4 25 | $114.3B | $5.8B | ||
| Q3 25 | $106.4B | — | ||
| Q2 25 | $97.9B | $5.7B | ||
| Q1 25 | $99.8B | $5.9B | ||
| Q4 24 | $99.3B | $6.4B | ||
| Q3 24 | $99.5B | $6.3B | ||
| Q2 24 | $115.2B | $6.3B |
总资产
INTC
SWKS
| Q1 26 | $205.3B | $7.9B | ||
| Q4 25 | $211.4B | $7.9B | ||
| Q3 25 | $204.5B | — | ||
| Q2 25 | $192.5B | $7.7B | ||
| Q1 25 | $192.2B | $7.9B | ||
| Q4 24 | $196.5B | $8.3B | ||
| Q3 24 | $193.5B | $8.3B | ||
| Q2 24 | $206.2B | $8.2B |
负债/权益比
INTC
SWKS
| Q1 26 | 0.02× | 0.09× | ||
| Q4 25 | 0.41× | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 0.50× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-2.0B | $339.0M |
| 自由现金流率自由现金流/营收 | -14.8% | 32.7% |
| 资本支出强度资本支出/营收 | 36.6% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | $-2.6B | $1.1B |
8季度趋势,按日历期对齐
经营现金流
INTC
SWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $4.3B | $200.0M | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.0B | $314.2M | ||
| Q1 25 | $813.0M | $409.4M | ||
| Q4 24 | $3.2B | $377.2M | ||
| Q3 24 | $4.1B | $476.1M | ||
| Q2 24 | $2.3B | $273.4M |
自由现金流
INTC
SWKS
| Q1 26 | $-2.0B | $339.0M | ||
| Q4 25 | $800.0M | $144.0M | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $-1.5B | $252.7M | ||
| Q1 25 | $-4.4B | $370.9M | ||
| Q4 24 | $-2.7B | $338.2M | ||
| Q3 24 | $-2.4B | $393.3M | ||
| Q2 24 | $-3.4B | $249.0M |
自由现金流率
INTC
SWKS
| Q1 26 | -14.8% | 32.7% | ||
| Q4 25 | 5.9% | 13.1% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | -11.7% | 26.2% | ||
| Q1 25 | -34.5% | 38.9% | ||
| Q4 24 | -18.7% | 31.7% | ||
| Q3 24 | -18.1% | 38.4% | ||
| Q2 24 | -26.4% | 27.5% |
资本支出强度
INTC
SWKS
| Q1 26 | 36.6% | 5.5% | ||
| Q4 25 | 25.5% | 5.1% | ||
| Q3 25 | 17.8% | — | ||
| Q2 25 | 27.6% | 6.4% | ||
| Q1 25 | 40.9% | 4.0% | ||
| Q4 24 | 40.9% | 3.6% | ||
| Q3 24 | 48.6% | 8.1% | ||
| Q2 24 | 44.3% | 2.7% |
现金转化率
INTC
SWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 7.87× | ||
| Q2 24 | — | 2.26× |
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
INTC
| Intel Products | $12.8B | 94% |
| All other | $600.0M | 4% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |