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亚德诺半导体（ADI）与富兰克林邓普顿（BEN）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富兰克林邓普顿的1.4倍（$3.2B vs $2.3B），亚德诺半导体净利率更高（26.3% vs 11.0%，领先15.3%），亚德诺半导体同比增速更快（30.4% vs 3.4%），过去两年亚德诺半导体的营收复合增速更高（21.0% vs 4.0%）
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。
富兰克林资源（运营品牌为富兰克林邓普顿）是美国跨国投资管理控股集团，1947年创立于纽约，纽交所上市代码为BEN，命名源自创始人敬仰的本杰明·富兰克林，是全球知名的综合投资服务机构。
ADI vs BEN — 直观对比
营收规模更大
ADI
是对方的1.4倍
$2.3B
营收增速更快
ADI
高出27.1%
3.4%
净利率更高
ADI
高出15.3%
11.0%
两年增速更快
ADI
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.3B |
| 净利润 | $830.8M | $255.5M |
| 毛利率 | 64.7% | — |
| 营业利润率 | 31.5% | 12.1% |
| 净利率 | 26.3% | 11.0% |
| 营收同比 | 30.4% | 3.4% |
| 净利润同比 | 112.3% | 56.2% |
| 每股收益（稀释后） | $1.69 | $0.46 |
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ADIBEN
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $2.9B | $2.3B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.3B | $2.2B | ||
| Q2 24 | $2.2B | $2.1B |
净利润ADIBEN
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $255.5M | ||
| Q3 25 | $518.5M | $117.6M | ||
| Q2 25 | $569.8M | $92.3M | ||
| Q1 25 | $391.3M | $151.4M | ||
| Q4 24 | $478.1M | $163.6M | ||
| Q3 24 | $392.2M | $-84.7M | ||
| Q2 24 | $302.2M | $174.0M |
毛利率ADIBEN
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | — | ||
| Q3 25 | 62.1% | — | ||
| 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ADIBEN
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 12.1% | ||
| Q3 25 | 28.4% | 3.6% | ||
| Q2 25 | 25.7% | 7.5% | ||
| Q1 25 | 20.3% | 6.9% | ||
| Q4 24 | 23.3% | 9.7% | ||
| Q3 24 | 21.2% | -6.8% | ||
| Q2 24 | 17.9% | 10.5% |
净利率ADIBEN
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 11.0% | ||
| Q3 25 | 18.0% | 5.0% | ||
| Q2 25 | 21.6% | 4.5% | ||
| Q1 25 | 16.1% | 7.2% | ||
| Q4 24 | 19.6% | 7.3% | ||
| Q3 24 | 17.0% | -3.8% | ||
| Q2 24 | 14.0% | 8.2% |
每股收益（稀释后）ADIBEN
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $0.46 | ||
| Q3 25 | $1.04 | $0.21 | ||
| Q2 25 | $1.14 | $0.15 | ||
| Q1 25 | $0.78 | $0.26 | ||
| Q4 24 | $0.95 | $0.29 | ||
| Q3 24 | $0.79 | $-0.20 | ||
| Q2 24 | $0.61 | $0.32 |
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 | — |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $33.8B | $12.1B |
| 总资产 | $48.0B | $32.5B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资ADIBEN
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.4B | — |
总债务ADIBEN
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $3.0B |
股东权益ADIBEN
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $12.1B | ||
| Q3 25 | $34.1B | $12.1B | ||
| Q2 25 | $35.0B | $12.2B | ||
| Q1 25 | $35.1B | $12.3B | ||
| Q4 24 | $35.2B | $12.5B | ||
| Q3 24 | $35.2B | $12.5B | ||
| Q2 24 | $35.2B | $12.9B |
总资产ADIBEN
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $32.5B | ||
| Q3 25 | $48.2B | $32.4B | ||
| Q2 25 | $47.3B | $32.6B | ||
| Q1 25 | $48.0B | $32.0B | ||
| Q4 24 | $48.2B | $32.4B | ||
| Q3 24 | $48.6B | $32.5B | ||
| Q2 24 | $48.9B | $33.3B |
负债/权益比ADIBEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.24× |
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 | $-255.1M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 39.8% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 1.65× | -1.00× |
| 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ADIBEN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $-255.1M | ||
| Q3 25 | $1.2B | $-20.7M | ||
| Q2 25 | $819.5M | $1.3B | ||
| Q1 25 | $1.1B | $-50.1M | ||
| Q4 24 | $1.1B | $-145.2M | ||
| Q3 24 | $855.0M | $558.2M | ||
| Q2 24 | $807.9M | $528.4M |
自由现金流ADIBEN
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.1B | $-51.9M | ||
| Q2 25 | $729.2M | $1.3B | ||
| Q1 25 | $977.8M | $-87.6M | ||
| Q4 24 | $885.4M | $-217.0M | ||
| Q3 24 | $701.1M | $488.4M | ||
| Q2 24 | $619.7M | $482.3M |
自由现金流率ADIBEN
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | — | ||
| Q3 25 | 37.7% | -2.2% | ||
| Q2 25 | 27.6% | 61.4% | ||
| Q1 25 | 40.4% | -4.1% | ||
| Q4 24 | 36.2% | -9.6% | ||
| Q3 24 | 30.3% | 22.1% | ||
| Q2 24 | 28.7% | 22.7% |
资本支出强度ADIBEN
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 2.7% | 1.3% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 6.1% | 1.8% | ||
| Q4 24 | 6.8% | 3.2% | ||
| Q3 24 | 6.7% | 3.2% | ||
| Q2 24 | 8.7% | 2.2% |
现金转化率ADIBEN
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | -1.00× | ||
| Q3 25 | 2.25× | -0.18× | ||
| Q2 25 | 1.44× | 13.89× | ||
| Q1 25 | 2.88× | -0.33× | ||
| Q4 24 | 2.20× | -0.89× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.67× | 3.04× |
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% |
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
