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APPLIED OPTOELECTRONICS, INC.（AAOI）与Aeluma, Inc.（ALMU）财务数据对比。点击上方公司名可切换其他公司
APPLIED OPTOELECTRONICS, INC.的季度营收约是Aeluma, Inc.的105.6倍（$134.3M vs $1.3M）。APPLIED OPTOELECTRONICS, INC.同比增速更快（33.9% vs -21.1%）。Aeluma, Inc.自由现金流更多（$-282.0K vs $-104.6M）
应用光电是一家美国半导体企业，专注于光电器件领域，1997年于休斯顿大学成立，总部位于得克萨斯州舒格兰，深耕光通信相关的半导体器件研发与生产，在光电技术领域拥有深厚的技术积累。
Aeluma, Inc.是一家总部位于美国的科技企业，专注于高性能光电组件及半导体产品的设计、研发与生产，核心产品包括光子传感器、激光二极管等，主要为激光雷达、5G/6G通信、工业传感、汽车领域的客户提供相关解决方案。
AAOI vs ALMU — 直观对比
营收规模更大
AAOI
是对方的105.6倍
$1.3M
营收增速更快
AAOI
高出55.0%
-21.1%
自由现金流更多
ALMU
多$104.3M
$-104.6M
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $1.3M |
| 净利润 | — | $-1.9M |
| 毛利率 | 31.2% | 27.8% |
| 营业利润率 | -8.6% | -163.6% |
| 净利率 | — | -145.7% |
| 营收同比 | 33.9% | -21.1% |
| 净利润同比 | — | 36.0% |
| 每股收益（稀释后） | $-0.02 | $-0.11 |
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AAOIALMU
| Q4 25 | $134.3M | $1.3M | ||
| Q3 25 | $118.6M | $1.4M | ||
| Q2 25 | $103.0M | — | ||
| Q1 25 | $99.9M | — | ||
| Q4 24 | $100.3M | — | ||
| Q3 24 | $65.2M | — | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $40.7M | — |
净利润AAOIALMU
| Q4 25 | — | $-1.9M | ||
| Q3 25 | $-17.9M | $-1.5M | ||
| Q2 25 | $-9.1M | — | ||
| Q1 25 | $-9.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-17.8M | — | ||
| Q2 24 | $-26.1M | — | ||
| Q1 24 | $-23.2M | — |
毛利率AAOIALMU
| Q4 25 | 31.2% | 27.8% | ||
| Q3 25 | 28.0% | 49.4% | ||
| Q2 25 | 30.3% | — | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | 28.7% | — | ||
| Q3 24 | 24.4% | — | ||
| Q2 24 | 22.1% | — | ||
| Q1 24 | 18.7% | — |
营业利润率AAOIALMU
| Q4 25 | -8.6% | -163.6% | ||
| Q3 25 | -15.3% | -116.1% | ||
| Q2 25 | -15.5% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -6.5% | — | ||
| Q3 24 | -25.4% | — | ||
| Q2 24 | -60.7% | — | ||
| Q1 24 | -53.2% | — |
净利率AAOIALMU
| Q4 25 | — | -145.7% | ||
| Q3 25 | -15.1% | -107.8% | ||
| Q2 25 | -8.8% | — | ||
| Q1 25 | -9.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -27.3% | — | ||
| Q2 24 | -60.4% | — | ||
| Q1 24 | -57.0% | — |
每股收益（稀释后）AAOIALMU
| Q4 25 | $-0.02 | $-0.11 | ||
| Q3 25 | $-0.28 | $-0.09 | ||
| Q2 25 | $-0.16 | — | ||
| Q1 25 | $-0.18 | — | ||
| Q4 24 | $-2.82 | — | ||
| Q3 24 | $-0.42 | — | ||
| Q2 24 | $-0.66 | — | ||
| Q1 24 | $-0.60 | — |
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 | $206.1M | $38.6M |
| 总债务越低越好 | $34.0M | — |
| 股东权益账面价值 | $733.9M | $40.8M |
| 总资产 | $1.2B | $42.6M |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资AAOIALMU
| Q4 25 | $206.1M | $38.6M | ||
| Q3 25 | $137.0M | $25.9M | ||
| Q2 25 | $64.7M | — | ||
| Q1 25 | $51.1M | — | ||
| Q4 24 | $67.4M | — | ||
| Q3 24 | $34.1M | — | ||
| Q2 24 | $10.7M | — | ||
| Q1 24 | $8.4M | — |
总债务AAOIALMU
| Q4 25 | $34.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $22.1M | — | ||
| Q4 24 | $26.7M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $22.5M | — | ||
| Q1 24 | $24.1M | — |
股东权益AAOIALMU
| Q4 25 | $733.9M | $40.8M | ||
| Q3 25 | $559.1M | $40.9M | ||
| Q2 25 | $425.0M | — | ||
| Q1 25 | $309.0M | — | ||
| Q4 24 | $229.1M | — | ||
| Q3 24 | $212.1M | — | ||
| Q2 24 | $186.5M | — | ||
| Q1 24 | $195.7M | — |
总资产AAOIALMU
| Q4 25 | $1.2B | $42.6M | ||
| Q3 25 | $978.5M | $42.7M | ||
| Q2 25 | $796.9M | — | ||
| Q1 25 | $644.7M | — | ||
| Q4 24 | $547.0M | — | ||
| Q3 24 | $410.0M | — | ||
| Q2 24 | $348.0M | — | ||
| Q1 24 | $350.9M | — |
负债/权益比AAOIALMU
| Q4 25 | 0.05× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.12× | — | ||
| Q1 24 | 0.12× | — |
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 | $-29.6M | $-251.0K |
| 自由现金流经营现金流 - 资本支出 | $-104.6M | $-282.0K |
| 自由现金流率自由现金流/营收 | -77.9% | -22.2% |
| 资本支出强度资本支出/营收 | 55.9% | 2.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-353.6M | — |
8季度趋势，按日历期对齐
经营现金流AAOIALMU
| Q4 25 | $-29.6M | $-251.0K | ||
| Q3 25 | $-28.5M | $-815.0K | ||
| Q2 25 | $-65.5M | — | ||
| Q1 25 | $-50.9M | — | ||
| Q4 24 | $-24.6M | — | ||
| Q3 24 | $-14.4M | — | ||
| Q2 24 | $-2.0M | — | ||
| Q1 24 | $-28.5M | — |
自由现金流AAOIALMU
| Q4 25 | $-104.6M | $-282.0K | ||
| Q3 25 | $-78.7M | $-1.0M | ||
| Q2 25 | $-91.0M | — | ||
| Q1 25 | $-79.3M | — | ||
| Q4 24 | $-53.0M | — | ||
| Q3 24 | $-20.7M | — | ||
| Q2 24 | $-5.0M | — | ||
| Q1 24 | $-34.2M | — |
自由现金流率AAOIALMU
| Q4 25 | -77.9% | -22.2% | ||
| Q3 25 | -66.3% | -74.0% | ||
| Q2 25 | -88.3% | — | ||
| Q1 25 | -79.4% | — | ||
| Q4 24 | -52.9% | — | ||
| Q3 24 | -31.8% | — | ||
| Q2 24 | -11.5% | — | ||
| Q1 24 | -84.2% | — |
资本支出强度AAOIALMU
| Q4 25 | 55.9% | 2.4% | ||
| Q3 25 | 42.4% | 15.2% | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 14.2% | — |
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
AAOI
| Data Center | $74.9M | 56% |
| CATV | $54.0M | 40% |
| Telecom | $5.1M | 4% |
ALMU
暂无分部数据
