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亚德诺半导体(ADI)与Aeluma, Inc.(ALMU)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Aeluma, Inc.的2484.5倍($3.2B vs $1.3M)。亚德诺半导体净利率更高(26.3% vs -145.7%,领先172.0%)。亚德诺半导体同比增速更快(30.4% vs -21.1%)。亚德诺半导体自由现金流更多($1.3B vs $-282.0K)
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。
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。
ADI vs ALMU — 直观对比
营收规模更大
ADI
是对方的2484.5倍
$1.3M
营收增速更快
ADI
高出51.5%
-21.1%
净利率更高
ADI
高出172.0%
-145.7%
自由现金流更多
ADI
多$1.3B
$-282.0K
损益表 — Q1 2026 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $1.3M |
| 净利润 | $830.8M | $-1.9M |
| 毛利率 | 64.7% | 27.8% |
| 营业利润率 | 31.5% | -163.6% |
| 净利率 | 26.3% | -145.7% |
| 营收同比 | 30.4% | -21.1% |
| 净利润同比 | 112.3% | 36.0% |
| 每股收益(稀释后) | $1.69 | $-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
ADI
ALMU
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $1.3M | ||
| Q3 25 | $2.9B | $1.4M | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — |
净利润
ADI
ALMU
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $-1.9M | ||
| Q3 25 | $518.5M | $-1.5M | ||
| Q2 25 | $569.8M | — | ||
| Q1 25 | $391.3M | — | ||
| Q4 24 | $478.1M | — | ||
| Q3 24 | $392.2M | — | ||
| Q2 24 | $302.2M | — |
毛利率
ADI
ALMU
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 27.8% | ||
| Q3 25 | 62.1% | 49.4% | ||
| Q2 25 | 61.0% | — | ||
| Q1 25 | 59.0% | — | ||
| Q4 24 | 58.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 54.7% | — |
营业利润率
ADI
ALMU
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | -163.6% | ||
| Q3 25 | 28.4% | -116.1% | ||
| Q2 25 | 25.7% | — | ||
| Q1 25 | 20.3% | — | ||
| Q4 24 | 23.3% | — | ||
| Q3 24 | 21.2% | — | ||
| Q2 24 | 17.9% | — |
净利率
ADI
ALMU
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | -145.7% | ||
| Q3 25 | 18.0% | -107.8% | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 17.0% | — | ||
| Q2 24 | 14.0% | — |
每股收益(稀释后)
ADI
ALMU
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $-0.11 | ||
| Q3 25 | $1.04 | $-0.09 | ||
| Q2 25 | $1.14 | — | ||
| Q1 25 | $0.78 | — | ||
| Q4 24 | $0.95 | — | ||
| Q3 24 | $0.79 | — | ||
| Q2 24 | $0.61 | — |
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 | $38.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.8B | $40.8M |
| 总资产 | $48.0B | $42.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ADI
ALMU
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $38.6M | ||
| Q3 25 | $2.3B | $25.9M | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.4B | — |
股东权益
ADI
ALMU
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $40.8M | ||
| Q3 25 | $34.1B | $40.9M | ||
| Q2 25 | $35.0B | — | ||
| Q1 25 | $35.1B | — | ||
| Q4 24 | $35.2B | — | ||
| Q3 24 | $35.2B | — | ||
| Q2 24 | $35.2B | — |
总资产
ADI
ALMU
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $42.6M | ||
| Q3 25 | $48.2B | $42.7M | ||
| Q2 25 | $47.3B | — | ||
| Q1 25 | $48.0B | — | ||
| Q4 24 | $48.2B | — | ||
| Q3 24 | $48.6B | — | ||
| Q2 24 | $48.9B | — |
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 | $-251.0K |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-282.0K |
| 自由现金流率自由现金流/营收 | 39.8% | -22.2% |
| 资本支出强度资本支出/营收 | 3.5% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $4.6B | — |
8季度趋势,按日历期对齐
经营现金流
ADI
ALMU
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $-251.0K | ||
| Q3 25 | $1.2B | $-815.0K | ||
| Q2 25 | $819.5M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $855.0M | — | ||
| Q2 24 | $807.9M | — |
自由现金流
ADI
ALMU
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $-282.0K | ||
| Q3 25 | $1.1B | $-1.0M | ||
| Q2 25 | $729.2M | — | ||
| Q1 25 | $977.8M | — | ||
| Q4 24 | $885.4M | — | ||
| Q3 24 | $701.1M | — | ||
| Q2 24 | $619.7M | — |
自由现金流率
ADI
ALMU
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | -22.2% | ||
| Q3 25 | 37.7% | -74.0% | ||
| Q2 25 | 27.6% | — | ||
| Q1 25 | 40.4% | — | ||
| Q4 24 | 36.2% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 28.7% | — |
资本支出强度
ADI
ALMU
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 2.4% | ||
| Q3 25 | 2.7% | 15.2% | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 8.7% | — |
现金转化率
ADI
ALMU
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 2.25× | — | ||
| Q2 25 | 1.44× | — | ||
| Q1 25 | 2.88× | — | ||
| Q4 24 | 2.20× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.67× | — |
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% |
ALMU
暂无分部数据