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亚德诺半导体（ADI）与安霸（AMBA）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安霸的29.1倍（$3.2B vs $108.5M）。亚德诺半导体净利率更高（26.3% vs -13.9%，领先40.2%）。安霸同比增速更快（31.2% vs 30.4%）。亚德诺半导体自由现金流更多（$1.3B vs $31.4M）。过去两年安霸的营收复合增速更高（45.0% 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。
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
ADI vs AMBA — 直观对比
营收规模更大
ADI
是对方的29.1倍
$108.5M
营收增速更快
AMBA
高出0.8%
30.4%
净利率更高
ADI
高出40.2%
-13.9%
自由现金流更多
ADI
多$1.2B
$31.4M
两年增速更快
AMBA
近两年复合增速
21.0%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $108.5M |
| 净利润 | $830.8M | $-15.1M |
| 毛利率 | 64.7% | 59.6% |
| 营业利润率 | 31.5% | -15.0% |
| 净利率 | 26.3% | -13.9% |
| 营收同比 | 30.4% | 31.2% |
| 净利润同比 | 112.3% | 37.2% |
| 每股收益（稀释后） | $1.69 | $-0.35 |
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ADIAMBA
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $108.5M | ||
| Q3 25 | $2.9B | $95.5M | ||
| Q2 25 | $2.6B | $85.9M | ||
| Q1 25 | $2.4B | $84.0M | ||
| Q4 24 | $2.4B | $82.7M | ||
| Q3 24 | $2.3B | $63.7M | ||
| Q2 24 | $2.2B | $54.5M |
净利润ADIAMBA
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $-15.1M | ||
| Q3 25 | $518.5M | $-20.0M | ||
| Q2 25 | $569.8M | $-24.3M | ||
| Q1 25 | $391.3M | $-20.2M | ||
| Q4 24 | $478.1M | $-24.1M | ||
| Q3 24 | $392.2M | $-34.9M | ||
| Q2 24 | $302.2M | $-37.9M |
毛利率ADIAMBA
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 59.6% | ||
| Q3 25 | 62.1% | 58.9% | ||
| Q2 25 | 61.0% | 60.0% | ||
| Q1 25 | 59.0% | 60.0% | ||
| Q4 24 | 58.0% | 60.6% | ||
| Q3 24 | 56.7% | 60.8% | ||
| Q2 24 | 54.7% | 60.9% |
营业利润率ADIAMBA
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | -15.0% | ||
| Q3 25 | 28.4% | -23.0% | ||
| Q2 25 | 25.7% | -30.1% | ||
| Q1 25 | 20.3% | -30.2% | ||
| Q4 24 | 23.3% | -30.9% | ||
| Q3 24 | 21.2% | -56.9% | ||
| Q2 24 | 17.9% | -72.4% |
净利率ADIAMBA
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | -13.9% | ||
| Q3 25 | 18.0% | -20.9% | ||
| Q2 25 | 21.6% | -28.3% | ||
| Q1 25 | 16.1% | -24.1% | ||
| Q4 24 | 19.6% | -29.1% | ||
| Q3 24 | 17.0% | -54.8% | ||
| Q2 24 | 14.0% | -69.6% |
每股收益（稀释后）ADIAMBA
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $-0.35 | ||
| Q3 25 | $1.04 | $-0.47 | ||
| Q2 25 | $1.14 | $-0.58 | ||
| Q1 25 | $0.78 | $-0.48 | ||
| Q4 24 | $0.95 | $-0.58 | ||
| Q3 24 | $0.79 | $-0.85 | ||
| Q2 24 | $0.61 | $-0.93 |
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 | $174.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.8B | $590.1M |
| 总资产 | $48.0B | $751.9M |
| 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ADIAMBA
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $174.1M | ||
| Q3 25 | $2.3B | $142.7M | ||
| Q2 25 | $2.4B | $141.3M | ||
| Q1 25 | $2.3B | $144.6M | ||
| Q4 24 | $2.4B | $127.1M | ||
| Q3 24 | $2.1B | $153.9M | ||
| Q2 24 | $2.4B | $131.8M |
股东权益ADIAMBA
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $590.1M | ||
| Q3 25 | $34.1B | $576.5M | ||
| Q2 25 | $35.0B | $572.7M | ||
| Q1 25 | $35.1B | $561.4M | ||
| Q4 24 | $35.2B | $554.3M | ||
| Q3 24 | $35.2B | $547.6M | ||
| Q2 24 | $35.2B | $555.4M |
总资产ADIAMBA
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $751.9M | ||
| Q3 25 | $48.2B | $706.4M | ||
| Q2 25 | $47.3B | $701.9M | ||
| Q1 25 | $48.0B | $689.0M | ||
| Q4 24 | $48.2B | $670.8M | ||
| Q3 24 | $48.6B | $650.3M | ||
| Q2 24 | $48.9B | $638.7M |
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 | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $31.4M |
| 自由现金流率自由现金流/营收 | 39.8% | 29.0% |
| 资本支出强度资本支出/营收 | 3.5% | 2.7% |
| 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 | $64.3M |
8季度趋势，按日历期对齐
经营现金流ADIAMBA
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $34.3M | ||
| Q3 25 | $1.2B | $5.5M | ||
| Q2 25 | $819.5M | $14.8M | ||
| Q1 25 | $1.1B | $25.4M | ||
| Q4 24 | $1.1B | $6.6M | ||
| Q3 24 | $855.0M | $16.7M | ||
| Q2 24 | $807.9M | $-15.0M |
自由现金流ADIAMBA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $31.4M | ||
| Q3 25 | $1.1B | $1.4M | ||
| Q2 25 | $729.2M | $10.2M | ||
| Q1 25 | $977.8M | $21.2M | ||
| Q4 24 | $885.4M | $4.1M | ||
| Q3 24 | $701.1M | $14.2M | ||
| Q2 24 | $619.7M | $-16.1M |
自由现金流率ADIAMBA
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 29.0% | ||
| Q3 25 | 37.7% | 1.4% | ||
| Q2 25 | 27.6% | 11.9% | ||
| Q1 25 | 40.4% | 25.3% | ||
| Q4 24 | 36.2% | 5.0% | ||
| Q3 24 | 30.3% | 22.2% | ||
| Q2 24 | 28.7% | -29.5% |
资本支出强度ADIAMBA
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 2.7% | ||
| Q3 25 | 2.7% | 4.3% | ||
| Q2 25 | 3.4% | 5.3% | ||
| Q1 25 | 6.1% | 5.0% | ||
| Q4 24 | 6.8% | 3.0% | ||
| Q3 24 | 6.7% | 4.0% | ||
| Q2 24 | 8.7% | 2.1% |
现金转化率ADIAMBA
| 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% |
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
