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亚德诺半导体（ADI）与英美资源集团（AMSC）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英美资源集团的42.4倍（$3.2B vs $74.5M）。英美资源集团净利率更高（158.1% vs 26.3%，领先131.8%）。亚德诺半导体同比增速更快（30.4% vs 21.4%）。亚德诺半导体自由现金流更多（$1.3B vs $2.4M）。过去两年英美资源集团的营收复合增速更高（33.2% 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。
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
ADI vs AMSC — 直观对比
营收规模更大
ADI
是对方的42.4倍
$74.5M
营收增速更快
ADI
高出9.0%
21.4%
净利率更高
AMSC
高出131.8%
26.3%
自由现金流更多
ADI
多$1.3B
$2.4M
两年增速更快
AMSC
近两年复合增速
21.0%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $74.5M |
| 净利润 | $830.8M | $117.8M |
| 毛利率 | 64.7% | 30.7% |
| 营业利润率 | 31.5% | 4.5% |
| 净利率 | 26.3% | 158.1% |
| 营收同比 | 30.4% | 21.4% |
| 净利润同比 | 112.3% | 4679.1% |
| 每股收益（稀释后） | $1.69 | $2.62 |
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ADIAMSC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $74.5M | ||
| Q3 25 | $2.9B | $65.9M | ||
| Q2 25 | $2.6B | $72.4M | ||
| Q1 25 | $2.4B | $66.7M | ||
| Q4 24 | $2.4B | $61.4M | ||
| Q3 24 | $2.3B | $54.5M | ||
| Q2 24 | $2.2B | $40.3M |
净利润ADIAMSC
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $117.8M | ||
| Q3 25 | $518.5M | $4.8M | ||
| Q2 25 | $569.8M | $6.7M | ||
| Q1 25 | $391.3M | $1.2M | ||
| Q4 24 | $478.1M | $2.5M | ||
| Q3 24 | $392.2M | $4.9M | ||
| Q2 24 | $302.2M | $-2.5M |
毛利率ADIAMSC
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 30.7% | ||
| Q3 25 | 62.1% | 31.0% | ||
| Q2 25 | 61.0% | 33.8% | ||
| Q1 25 | 59.0% | 26.5% | ||
| Q4 24 | 58.0% | 26.6% | ||
| Q3 24 | 56.7% | 28.7% | ||
| Q2 24 | 54.7% | 30.3% |
营业利润率ADIAMSC
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 4.5% | ||
| Q3 25 | 28.4% | 4.5% | ||
| Q2 25 | 25.7% | 7.8% | ||
| Q1 25 | 20.3% | 2.5% | ||
| Q4 24 | 23.3% | 2.1% | ||
| Q3 24 | 21.2% | -1.4% | ||
| Q2 24 | 17.9% | -8.2% |
净利率ADIAMSC
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 158.1% | ||
| Q3 25 | 18.0% | 7.2% | ||
| Q2 25 | 21.6% | 9.3% | ||
| Q1 25 | 16.1% | 1.8% | ||
| Q4 24 | 19.6% | 4.0% | ||
| Q3 24 | 17.0% | 9.0% | ||
| Q2 24 | 14.0% | -6.3% |
每股收益（稀释后）ADIAMSC
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $2.62 | ||
| Q3 25 | $1.04 | $0.11 | ||
| Q2 25 | $1.14 | $0.17 | ||
| Q1 25 | $0.78 | $0.04 | ||
| Q4 24 | $0.95 | $0.06 | ||
| Q3 24 | $0.79 | $0.13 | ||
| Q2 24 | $0.61 | $-0.07 |
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 | $141.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.8B | $536.8M |
| 总资产 | $48.0B | $719.5M |
| 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ADIAMSC
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $141.1M | ||
| Q3 25 | $2.3B | $212.9M | ||
| Q2 25 | $2.4B | $207.9M | ||
| Q1 25 | $2.3B | $79.5M | ||
| Q4 24 | $2.4B | $75.2M | ||
| Q3 24 | $2.1B | $72.1M | ||
| Q2 24 | $2.4B | $93.5M |
股东权益ADIAMSC
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $536.8M | ||
| Q3 25 | $34.1B | $342.2M | ||
| Q2 25 | $35.0B | $333.1M | ||
| Q1 25 | $35.1B | $197.1M | ||
| Q4 24 | $35.2B | $192.7M | ||
| Q3 24 | $35.2B | $187.0M | ||
| Q2 24 | $35.2B | $143.3M |
总资产ADIAMSC
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $719.5M | ||
| Q3 25 | $48.2B | $445.6M | ||
| Q2 25 | $47.3B | $452.8M | ||
| Q1 25 | $48.0B | $310.5M | ||
| Q4 24 | $48.2B | $310.3M | ||
| Q3 24 | $48.6B | $298.4M | ||
| Q2 24 | $48.9B | $240.1M |
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 | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $2.4M |
| 自由现金流率自由现金流/营收 | 39.8% | 3.2% |
| 资本支出强度资本支出/营收 | 3.5% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.65× | 0.03× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $16.0M |
8季度趋势，按日历期对齐
经营现金流ADIAMSC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $3.2M | ||
| Q3 25 | $1.2B | $6.5M | ||
| Q2 25 | $819.5M | $4.1M | ||
| Q1 25 | $1.1B | $6.3M | ||
| Q4 24 | $1.1B | $5.9M | ||
| Q3 24 | $855.0M | $12.7M | ||
| Q2 24 | $807.9M | $3.4M |
自由现金流ADIAMSC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $2.4M | ||
| Q3 25 | $1.1B | $5.1M | ||
| Q2 25 | $729.2M | $3.3M | ||
| Q1 25 | $977.8M | $5.3M | ||
| Q4 24 | $885.4M | $5.3M | ||
| Q3 24 | $701.1M | $12.1M | ||
| Q2 24 | $619.7M | $3.1M |
自由现金流率ADIAMSC
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 3.2% | ||
| Q3 25 | 37.7% | 7.7% | ||
| Q2 25 | 27.6% | 4.6% | ||
| Q1 25 | 40.4% | 7.9% | ||
| Q4 24 | 36.2% | 8.7% | ||
| Q3 24 | 30.3% | 22.3% | ||
| Q2 24 | 28.7% | 7.8% |
资本支出强度ADIAMSC
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 1.2% | ||
| Q3 25 | 2.7% | 2.1% | ||
| Q2 25 | 3.4% | 1.1% | ||
| Q1 25 | 6.1% | 1.6% | ||
| Q4 24 | 6.8% | 0.9% | ||
| Q3 24 | 6.7% | 1.1% | ||
| Q2 24 | 8.7% | 0.7% |
现金转化率ADIAMSC
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 0.03× | ||
| Q3 25 | 2.25× | 1.37× | ||
| Q2 25 | 1.44× | 0.61× | ||
| Q1 25 | 2.88× | 5.22× | ||
| Q4 24 | 2.20× | 2.38× | ||
| Q3 24 | 2.18× | 2.60× | ||
| 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% |
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
