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奥多比（ADBE）与ADVANCED ENERGY INDUSTRIES INC（AEIS）财务数据对比。点击上方公司名可切换其他公司
奥多比的季度营收约是ADVANCED ENERGY INDUSTRIES INC的13.1倍（$6.4B vs $489.4M）。奥多比净利率更高（29.5% vs 10.7%，领先18.8%）。ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 12.0%）。奥多比自由现金流更多（$2.9B vs $43.0M）。过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 9.8%）
奥多比（Adobe Inc.）前身为奥多比系统公司，是总部位于美国加利福尼亚州圣何塞的跨国计算机软件企业。旗下产品覆盖网页设计、图像处理、矢量创作、音视频编辑、移动应用开发、印刷排版、动画制作等多个领域，是全球领先的数字创意软件服务商。
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
ADBE vs AEIS — 直观对比
营收规模更大
ADBE
是对方的13.1倍
$489.4M
营收增速更快
AEIS
高出5.8%
12.0%
净利率更高
ADBE
高出18.8%
10.7%
自由现金流更多
ADBE
多$2.9B
$43.0M
两年增速更快
AEIS
近两年复合增速
9.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $489.4M |
| 净利润 | $1.9B | $52.3M |
| 毛利率 | 89.6% | 38.6% |
| 营业利润率 | 37.8% | 11.6% |
| 净利率 | 29.5% | 10.7% |
| 营收同比 | 12.0% | 17.8% |
| 净利润同比 | 4.3% | 7.4% |
| 每股收益（稀释后） | $4.60 | $1.32 |
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ADBEAEIS
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.2B | $489.4M | ||
| Q3 25 | $6.0B | $463.3M | ||
| Q2 25 | $5.9B | $441.5M | ||
| Q1 25 | $5.7B | $404.6M | ||
| Q4 24 | $5.6B | $415.4M | ||
| Q3 24 | $5.4B | $374.2M | ||
| Q2 24 | $5.3B | $364.9M |
净利润ADBEAEIS
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $52.3M | ||
| Q3 25 | $1.8B | $46.2M | ||
| Q2 25 | $1.7B | $25.2M | ||
| Q1 25 | $1.8B | $24.7M | ||
| Q4 24 | $1.7B | $48.7M | ||
| Q3 24 | $1.7B | $-14.9M | ||
| Q2 24 | $1.6B | $15.0M |
毛利率ADBEAEIS
| Q1 26 | 89.6% | — | ||
| Q4 25 | 89.5% | 38.6% | ||
| Q3 25 | 89.3% | 37.6% | ||
| Q2 25 | 89.1% | 37.0% | ||
| Q1 25 | 89.1% | 37.2% | ||
| Q4 24 | 89.0% | 37.2% | ||
| Q3 24 | 89.8% | 35.8% | ||
| Q2 24 | 88.7% | 35.0% |
营业利润率ADBEAEIS
| Q1 26 | 37.8% | — | ||
| Q4 25 | 36.5% | 11.6% | ||
| Q3 25 | 36.3% | 10.6% | ||
| Q2 25 | 35.9% | 7.2% | ||
| Q1 25 | 37.9% | 7.6% | ||
| Q4 24 | 34.9% | 8.2% | ||
| Q3 24 | 36.8% | -3.0% | ||
| Q2 24 | 35.5% | 3.6% |
净利率ADBEAEIS
| Q1 26 | 29.5% | — | ||
| Q4 25 | 30.0% | 10.7% | ||
| Q3 25 | 29.6% | 10.0% | ||
| Q2 25 | 28.8% | 5.7% | ||
| Q1 25 | 31.7% | 6.1% | ||
| Q4 24 | 30.0% | 11.7% | ||
| Q3 24 | 31.1% | -4.0% | ||
| Q2 24 | 29.6% | 4.1% |
每股收益（稀释后）ADBEAEIS
| Q1 26 | $4.60 | — | ||
| Q4 25 | $4.44 | $1.32 | ||
| Q3 25 | $4.18 | $1.20 | ||
| Q2 25 | $3.94 | $0.67 | ||
| Q1 25 | $4.14 | $0.65 | ||
| Q4 24 | $3.75 | $1.29 | ||
| Q3 24 | $3.76 | $-0.40 | ||
| Q2 24 | $3.49 | $0.40 |
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 | $6.9B | $791.2M |
| 总债务越低越好 | $5.4B | $567.5M |
| 股东权益账面价值 | $11.4B | $1.4B |
| 总资产 | $29.7B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.47× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ADBEAEIS
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.6B | $791.2M | ||
| Q3 25 | $5.9B | $758.6M | ||
| Q2 25 | $5.7B | $713.5M | ||
| Q1 25 | $7.4B | $723.0M | ||
| Q4 24 | $7.9B | $722.1M | ||
| Q3 24 | $7.5B | $657.3M | ||
| Q2 24 | $8.1B | $986.1M |
总债务ADBEAEIS
| Q1 26 | $5.4B | — | ||
| Q4 25 | $6.2B | $567.5M | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $6.2B | — | ||
| Q4 24 | $4.1B | $564.7M | ||
| Q3 24 | $4.1B | $564.0M | ||
| Q2 24 | $4.1B | $907.3M |
股东权益ADBEAEIS
| Q1 26 | $11.4B | — | ||
| Q4 25 | $11.6B | $1.4B | ||
| Q3 25 | $11.8B | $1.3B | ||
| Q2 25 | $11.4B | $1.3B | ||
| Q1 25 | $13.1B | $1.2B | ||
| Q4 24 | $14.1B | $1.2B | ||
| Q3 24 | $14.5B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B |
总资产ADBEAEIS
| Q1 26 | $29.7B | — | ||
| Q4 25 | $29.5B | $2.5B | ||
| Q3 25 | $28.8B | $2.4B | ||
| Q2 25 | $28.1B | $2.4B | ||
| Q1 25 | $30.0B | $2.3B | ||
| Q4 24 | $30.2B | $2.3B | ||
| Q3 24 | $29.8B | $2.2B | ||
| Q2 24 | $30.0B | $2.5B |
负债/权益比ADBEAEIS
| Q1 26 | 0.47× | — | ||
| Q4 25 | 0.53× | 0.42× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.29× | 0.47× | ||
| Q3 24 | 0.28× | 0.48× | ||
| Q2 24 | 0.28× | 0.78× |
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 | $3.0B | $80.5M |
| 自由现金流经营现金流 - 资本支出 | $2.9B | $43.0M |
| 自由现金流率自由现金流/营收 | 45.7% | 8.8% |
| 资本支出强度资本支出/营收 | 0.6% | 7.7% |
| 现金转化率经营现金流/净利润 | 1.57× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $10.3B | $125.9M |
8季度趋势，按日历期对齐
经营现金流ADBEAEIS
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $80.5M | ||
| Q3 25 | $2.2B | $78.7M | ||
| Q2 25 | $2.2B | $45.2M | ||
| Q1 25 | $2.5B | $28.9M | ||
| Q4 24 | — | $82.7M | ||
| Q3 24 | $2.0B | $34.1M | ||
| Q2 24 | $1.9B | $6.7M |
自由现金流ADBEAEIS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.1B | $43.0M | ||
| Q3 25 | $2.1B | $50.8M | ||
| Q2 25 | $2.1B | $17.1M | ||
| Q1 25 | $2.5B | $15.0M | ||
| Q4 24 | — | $69.9M | ||
| Q3 24 | $2.0B | $21.4M | ||
| Q2 24 | $1.9B | $-8.1M |
自由现金流率ADBEAEIS
| Q1 26 | 45.7% | — | ||
| Q4 25 | 50.5% | 8.8% | ||
| Q3 25 | 35.5% | 11.0% | ||
| Q2 25 | 36.5% | 3.9% | ||
| Q1 25 | 43.0% | 3.7% | ||
| Q4 24 | — | 16.8% | ||
| Q3 24 | 36.3% | 5.7% | ||
| Q2 24 | 35.8% | -2.2% |
资本支出强度ADBEAEIS
| Q1 26 | 0.6% | — | ||
| Q4 25 | 0.5% | 7.7% | ||
| Q3 25 | 1.2% | 6.0% | ||
| Q2 25 | 0.8% | 6.4% | ||
| Q1 25 | 0.5% | 3.4% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 1.1% | 3.4% | ||
| Q2 24 | 0.8% | 4.0% |
现金转化率ADBEAEIS
| Q1 26 | 1.57× | — | ||
| Q4 25 | 1.70× | 1.54× | ||
| Q3 25 | 1.24× | 1.70× | ||
| Q2 25 | 1.30× | 1.79× | ||
| Q1 25 | 1.37× | 1.17× | ||
| Q4 24 | — | 1.70× | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.23× | 0.45× |
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
ADBE
| Subscription Revenue | $6.2B | 97% |
| Service Other | $110.0M | 2% |
| Products | $90.0M | 1% |
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
