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亚德诺半导体（ADI）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
亚德诺半导体的季度营收约是ADVANCED ENERGY INDUSTRIES INC的6.5倍（$3.2B vs $489.4M）。亚德诺半导体净利率更高（26.3% vs 10.7%，领先15.6%）。亚德诺半导体同比增速更快（30.4% vs 17.8%）。亚德诺半导体自由现金流更多（$1.3B vs $43.0M）。过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 21.0%）
亚德诺半导体（ADI）是总部位于美国马萨诸塞州威尔明顿的跨国半导体企业，专注于数据转换、信号处理与电源管理技术研发，相关产品广泛应用于通信、工业、汽车等多个领域，是全球模拟芯片领域的领先厂商。
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。
ADI vs AEIS — 直观对比
营收规模更大
ADI
是对方的6.5倍
$489.4M
营收增速更快
ADI
高出12.6%
17.8%
净利率更高
ADI
高出15.6%
10.7%
自由现金流更多
ADI
多$1.2B
$43.0M
两年增速更快
AEIS
近两年复合增速
21.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $489.4M |
| 净利润 | $830.8M | $52.3M |
| 毛利率 | 64.7% | 38.6% |
| 营业利润率 | 31.5% | 11.6% |
| 净利率 | 26.3% | 10.7% |
| 营收同比 | 30.4% | 17.8% |
| 净利润同比 | 112.3% | 7.4% |
| 每股收益（稀释后） | $1.69 | $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ADIAEIS
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $489.4M | ||
| Q3 25 | $2.9B | $463.3M | ||
| Q2 25 | $2.6B | $441.5M | ||
| Q1 25 | $2.4B | $404.6M | ||
| Q4 24 | $2.4B | $415.4M | ||
| Q3 24 | $2.3B | $374.2M | ||
| Q2 24 | $2.2B | $364.9M |
净利润ADIAEIS
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $52.3M | ||
| Q3 25 | $518.5M | $46.2M | ||
| Q2 25 | $569.8M | $25.2M | ||
| Q1 25 | $391.3M | $24.7M | ||
| Q4 24 | $478.1M | $48.7M | ||
| Q3 24 | $392.2M | $-14.9M | ||
| Q2 24 | $302.2M | $15.0M |
毛利率ADIAEIS
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 38.6% | ||
| Q3 25 | 62.1% | 37.6% | ||
| Q2 25 | 61.0% | 37.0% | ||
| Q1 25 | 59.0% | 37.2% | ||
| Q4 24 | 58.0% | 37.2% | ||
| Q3 24 | 56.7% | 35.8% | ||
| Q2 24 | 54.7% | 35.0% |
营业利润率ADIAEIS
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 11.6% | ||
| Q3 25 | 28.4% | 10.6% | ||
| Q2 25 | 25.7% | 7.2% | ||
| Q1 25 | 20.3% | 7.6% | ||
| Q4 24 | 23.3% | 8.2% | ||
| Q3 24 | 21.2% | -3.0% | ||
| Q2 24 | 17.9% | 3.6% |
净利率ADIAEIS
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 10.7% | ||
| Q3 25 | 18.0% | 10.0% | ||
| Q2 25 | 21.6% | 5.7% | ||
| Q1 25 | 16.1% | 6.1% | ||
| Q4 24 | 19.6% | 11.7% | ||
| Q3 24 | 17.0% | -4.0% | ||
| Q2 24 | 14.0% | 4.1% |
每股收益（稀释后）ADIAEIS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $1.32 | ||
| Q3 25 | $1.04 | $1.20 | ||
| Q2 25 | $1.14 | $0.67 | ||
| Q1 25 | $0.78 | $0.65 | ||
| Q4 24 | $0.95 | $1.29 | ||
| Q3 24 | $0.79 | $-0.40 | ||
| Q2 24 | $0.61 | $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 | $2.9B | $791.2M |
| 总债务越低越好 | — | $567.5M |
| 股东权益账面价值 | $33.8B | $1.4B |
| 总资产 | $48.0B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ADIAEIS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $791.2M | ||
| Q3 25 | $2.3B | $758.6M | ||
| Q2 25 | $2.4B | $713.5M | ||
| Q1 25 | $2.3B | $723.0M | ||
| Q4 24 | $2.4B | $722.1M | ||
| Q3 24 | $2.1B | $657.3M | ||
| Q2 24 | $2.4B | $986.1M |
总债务ADIAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | $567.5M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $564.7M | ||
| Q3 24 | — | $564.0M | ||
| Q2 24 | — | $907.3M |
股东权益ADIAEIS
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $1.4B | ||
| Q3 25 | $34.1B | $1.3B | ||
| Q2 25 | $35.0B | $1.3B | ||
| Q1 25 | $35.1B | $1.2B | ||
| Q4 24 | $35.2B | $1.2B | ||
| Q3 24 | $35.2B | $1.2B | ||
| Q2 24 | $35.2B | $1.2B |
总资产ADIAEIS
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $2.5B | ||
| Q3 25 | $48.2B | $2.4B | ||
| Q2 25 | $47.3B | $2.4B | ||
| Q1 25 | $48.0B | $2.3B | ||
| Q4 24 | $48.2B | $2.3B | ||
| Q3 24 | $48.6B | $2.2B | ||
| Q2 24 | $48.9B | $2.5B |
负债/权益比ADIAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 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 | $1.4B | $80.5M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $43.0M |
| 自由现金流率自由现金流/营收 | 39.8% | 8.8% |
| 资本支出强度资本支出/营收 | 3.5% | 7.7% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $125.9M |
8季度趋势，按日历期对齐
经营现金流ADIAEIS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $80.5M | ||
| Q3 25 | $1.2B | $78.7M | ||
| Q2 25 | $819.5M | $45.2M | ||
| Q1 25 | $1.1B | $28.9M | ||
| Q4 24 | $1.1B | $82.7M | ||
| Q3 24 | $855.0M | $34.1M | ||
| Q2 24 | $807.9M | $6.7M |
自由现金流ADIAEIS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $43.0M | ||
| Q3 25 | $1.1B | $50.8M | ||
| Q2 25 | $729.2M | $17.1M | ||
| Q1 25 | $977.8M | $15.0M | ||
| Q4 24 | $885.4M | $69.9M | ||
| Q3 24 | $701.1M | $21.4M | ||
| Q2 24 | $619.7M | $-8.1M |
自由现金流率ADIAEIS
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 8.8% | ||
| Q3 25 | 37.7% | 11.0% | ||
| Q2 25 | 27.6% | 3.9% | ||
| Q1 25 | 40.4% | 3.7% | ||
| Q4 24 | 36.2% | 16.8% | ||
| Q3 24 | 30.3% | 5.7% | ||
| Q2 24 | 28.7% | -2.2% |
资本支出强度ADIAEIS
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 7.7% | ||
| Q3 25 | 2.7% | 6.0% | ||
| Q2 25 | 3.4% | 6.4% | ||
| Q1 25 | 6.1% | 3.4% | ||
| Q4 24 | 6.8% | 3.1% | ||
| Q3 24 | 6.7% | 3.4% | ||
| Q2 24 | 8.7% | 4.0% |
现金转化率ADIAEIS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.54× | ||
| Q3 25 | 2.25× | 1.70× | ||
| Q2 25 | 1.44× | 1.79× | ||
| Q1 25 | 2.88× | 1.17× | ||
| Q4 24 | 2.20× | 1.70× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.67× | 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
ADI
| Sales Channel Directly To Consumer | $1.4B | 44% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
| Other | $71.3M | 2% |
| Sales Channel Other | $40.8M | 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% |
