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APPLIED OPTOELECTRONICS, INC.（AAOI）与RIGEL PHARMACEUTICALS INC（RIGL）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RIGEL PHARMACEUTICALS INC的1.9倍（$134.3M vs $69.8M），APPLIED OPTOELECTRONICS, INC.同比增速更快（33.9% vs 21.2%），过去两年APPLIED OPTOELECTRONICS, INC.的营收复合增速更高（81.7% vs 53.7%）
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。
Rigel制药是一家临床阶段生物技术企业，专注于研发及商业化针对自身免疫性疾病、炎症性疾病与血液疾病的靶向小分子疗法，核心市场位于美国，旗下已获批产品可治疗成人免疫性血小板减少症，致力于满足未被覆盖的临床医疗需求。
AAOI vs RIGL — 直观对比
营收规模更大
AAOI
是对方的1.9倍
$69.8M
营收增速更快
AAOI
高出12.7%
21.2%
两年增速更快
AAOI
近两年复合增速
53.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $69.8M |
| 净利润 | — | $268.1M |
| 毛利率 | 31.2% | 91.5% |
| 营业利润率 | -8.6% | 33.2% |
| 净利率 | — | 384.0% |
| 营收同比 | 33.9% | 21.2% |
| 净利润同比 | — | 1769.2% |
| 每股收益（稀释后） | $-0.02 | $14.11 |
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AAOIRIGL
| Q4 25 | $134.3M | $69.8M | ||
| Q3 25 | $118.6M | $69.5M | ||
| Q2 25 | $103.0M | $101.7M | ||
| Q1 25 | $99.9M | $53.3M | ||
| Q4 24 | $100.3M | $57.6M | ||
| Q3 24 | $65.2M | $55.3M | ||
| Q2 24 | $43.3M | $36.8M | ||
| Q1 24 | $40.7M | $29.5M |
净利润AAOIRIGL
| Q4 25 | — | $268.1M | ||
| Q3 25 | $-17.9M | $27.9M | ||
| Q2 25 | $-9.1M | $59.6M | ||
| Q1 25 | $-9.2M | $11.4M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $-17.8M | $12.4M | ||
| Q2 24 | $-26.1M | $-1.0M | ||
| Q1 24 | $-23.2M | $-8.2M |
毛利率AAOIRIGL
| Q4 25 | 31.2% | 91.5% | ||
| Q3 25 | 28.0% | 93.2% | ||
| Q2 25 | 30.3% | 95.6% | ||
| Q1 25 | 30.6% | 91.7% | ||
| Q4 24 | 28.7% | 89.9% | ||
| Q3 24 | 24.4% | 85.5% | ||
| Q2 24 | 22.1% | 92.4% | ||
| Q1 24 | 18.7% | 93.1% |
营业利润率AAOIRIGL
| Q4 25 | -8.6% | 33.2% | ||
| Q3 25 | -15.3% | 40.9% | ||
| Q2 25 | -15.5% | 60.1% | ||
| Q1 25 | -8.9% | 23.9% | ||
| Q4 24 | -6.5% | 28.9% | ||
| Q3 24 | -25.4% | 25.4% | ||
| Q2 24 | -60.7% | 1.2% | ||
| Q1 24 | -53.2% | -23.6% |
净利率AAOIRIGL
| Q4 25 | — | 384.0% | ||
| Q3 25 | -15.1% | 40.2% | ||
| Q2 25 | -8.8% | 58.6% | ||
| Q1 25 | -9.2% | 21.5% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | -27.3% | 22.5% | ||
| Q2 24 | -60.4% | -2.8% | ||
| Q1 24 | -57.0% | -27.9% |
每股收益（稀释后）AAOIRIGL
| Q4 25 | $-0.02 | $14.11 | ||
| Q3 25 | $-0.28 | $1.46 | ||
| Q2 25 | $-0.16 | $3.28 | ||
| Q1 25 | $-0.18 | $0.63 | ||
| Q4 24 | $-2.82 | $0.82 | ||
| Q3 24 | $-0.42 | $0.70 | ||
| Q2 24 | $-0.66 | $-0.06 | ||
| Q1 24 | $-0.60 | $-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 | $206.1M | $155.0M |
| 总债务越低越好 | $34.0M | $52.5M |
| 股东权益账面价值 | $733.9M | $391.5M |
| 总资产 | $1.2B | $513.6M |
| 负债/权益比越低杠杆越低 | 0.05× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资AAOIRIGL
| Q4 25 | $206.1M | $155.0M | ||
| Q3 25 | $137.0M | $137.1M | ||
| Q2 25 | $64.7M | $108.4M | ||
| Q1 25 | $51.1M | $77.1M | ||
| Q4 24 | $67.4M | $77.3M | ||
| Q3 24 | $34.1M | $61.1M | ||
| Q2 24 | $10.7M | $49.1M | ||
| Q1 24 | $8.4M | $49.5M |
总债务AAOIRIGL
| Q4 25 | $34.0M | $52.5M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | $22.1M | $60.0M | ||
| Q4 24 | $26.7M | $60.0M | ||
| Q3 24 | $29.5M | $60.0M | ||
| Q2 24 | $22.5M | $60.0M | ||
| Q1 24 | $24.1M | $60.0M |
股东权益AAOIRIGL
| Q4 25 | $733.9M | $391.5M | ||
| Q3 25 | $559.1M | $117.6M | ||
| Q2 25 | $425.0M | $81.9M | ||
| Q1 25 | $309.0M | $18.6M | ||
| Q4 24 | $229.1M | $3.3M | ||
| Q3 24 | $212.1M | $-14.6M | ||
| Q2 24 | $186.5M | $-29.9M | ||
| Q1 24 | $195.7M | $-31.7M |
总资产AAOIRIGL
| Q4 25 | $1.2B | $513.6M | ||
| Q3 25 | $978.5M | $242.5M | ||
| Q2 25 | $796.9M | $206.7M | ||
| Q1 25 | $644.7M | $176.0M | ||
| Q4 24 | $547.0M | $164.0M | ||
| Q3 24 | $410.0M | $139.4M | ||
| Q2 24 | $348.0M | $128.4M | ||
| Q1 24 | $350.9M | $126.5M |
负债/权益比AAOIRIGL
| Q4 25 | 0.05× | 0.13× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | 0.07× | 3.23× | ||
| Q4 24 | 0.12× | 18.25× | ||
| 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 | $22.0M |
| 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 | -77.9% | — |
| 资本支出强度资本支出/营收 | 55.9% | — |
| 现金转化率经营现金流/净利润 | — | 0.08× |
| 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AAOIRIGL
| Q4 25 | $-29.6M | $22.0M | ||
| Q3 25 | $-28.5M | $24.0M | ||
| Q2 25 | $-65.5M | $30.5M | ||
| Q1 25 | $-50.9M | $-893.0K | ||
| Q4 24 | $-24.6M | $14.5M | ||
| Q3 24 | $-14.4M | $21.7M | ||
| Q2 24 | $-2.0M | $302.0K | ||
| Q1 24 | $-28.5M | $-5.0M |
自由现金流AAOIRIGL
| Q4 25 | $-104.6M | — | ||
| Q3 25 | $-78.7M | — | ||
| 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AAOIRIGL
| Q4 25 | -77.9% | — | ||
| Q3 25 | -66.3% | — | ||
| 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AAOIRIGL
| Q4 25 | 55.9% | — | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 14.2% | — |
现金转化率AAOIRIGL
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | -0.08× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.75× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
RIGL
暂无分部数据
