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亚德诺半导体（ADI）与Burlington Stores, Inc.（BURL）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Burlington Stores, Inc.的1.2倍（$3.2B vs $2.7B），亚德诺半导体净利率更高（26.3% vs 3.9%，领先22.4%），亚德诺半导体同比增速更快（100.0% vs 7.1%），亚德诺半导体自由现金流更多（$1.3B vs $-109.6M），过去两年亚德诺半导体的营收复合增速更高（16.9% vs -6.9%）
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。
伯灵顿百货（前身为伯灵顿大衣厂）是美国知名全国性折扣零售商，在全美46个州及波多黎各拥有超过1138家门店，总部位于新泽西州伯灵顿镇。2007年公司被贝恩资本收购，2008年汤姆·金斯伯里出任总裁兼首席执行官，2013年重新上市，现为美国第三大折扣零售企业。
ADI vs BURL — 直观对比
营收规模更大
ADI
是对方的1.2倍
$2.7B
营收增速更快
ADI
高出92.9%
7.1%
净利率更高
ADI
高出22.4%
3.9%
自由现金流更多
ADI
多$1.4B
$-109.6M
两年增速更快
ADI
近两年复合增速
-6.9%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.7B |
| 净利润 | $830.8M | $104.8M |
| 毛利率 | 64.7% | 44.2% |
| 营业利润率 | 31.5% | 5.1% |
| 净利率 | 26.3% | 3.9% |
| 营收同比 | 100.0% | 7.1% |
| 净利润同比 | 112.3% | 15.6% |
| 每股收益（稀释后） | $1.69 | $1.63 |
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ADIBURL
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $2.7B | ||
| Q3 25 | $2.9B | $2.7B | ||
| Q2 25 | $2.6B | $2.5B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.4B | $2.5B | ||
| Q3 24 | $2.3B | $2.5B | ||
| Q2 24 | — | $2.4B |
净利润ADIBURL
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $104.8M | ||
| Q3 25 | $518.5M | $94.2M | ||
| Q2 25 | $569.8M | $100.8M | ||
| Q1 25 | $391.3M | $260.8M | ||
| Q4 24 | $478.1M | $90.6M | ||
| Q3 24 | $392.2M | $73.8M | ||
| Q2 24 | — | $78.5M |
毛利率ADIBURL
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 44.2% | ||
| Q3 25 | 62.1% | 43.7% | ||
| Q2 25 | 61.0% | 43.8% | ||
| Q1 25 | 59.0% | 42.9% | ||
| Q4 24 | 58.0% | 43.9% | ||
| Q3 24 | 56.7% | 42.8% | ||
| Q2 24 | — | 43.5% |
营业利润率ADIBURL
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 5.1% | ||
| Q3 25 | 28.4% | 4.7% | ||
| Q2 25 | 25.7% | 5.3% | ||
| Q1 25 | 20.3% | 10.6% | ||
| Q4 24 | 23.3% | 4.7% | ||
| Q3 24 | 21.2% | 4.0% | ||
| Q2 24 | — | 4.7% |
净利率ADIBURL
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 3.9% | ||
| Q3 25 | 18.0% | 3.5% | ||
| Q2 25 | 21.6% | 4.0% | ||
| Q1 25 | 16.1% | 8.0% | ||
| Q4 24 | 19.6% | 3.6% | ||
| Q3 24 | 17.0% | 3.0% | ||
| Q2 24 | — | 3.3% |
每股收益（稀释后）ADIBURL
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $1.63 | ||
| Q3 25 | $1.04 | $1.47 | ||
| Q2 25 | $1.14 | $1.58 | ||
| Q1 25 | $0.78 | $4.03 | ||
| Q4 24 | $0.95 | $1.40 | ||
| Q3 24 | $0.79 | $1.15 | ||
| Q2 24 | — | $1.22 |
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 | $4.0B | $584.1M |
| 总债务越低越好 | $7.2B | $2.0B |
| 股东权益账面价值 | $33.8B | $1.5B |
| 总资产 | $48.0B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.32× |
8季度趋势，按日历期对齐
现金及短期投资ADIBURL
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $584.1M | ||
| Q3 25 | $2.3B | $747.6M | ||
| Q2 25 | $2.4B | $371.1M | ||
| Q1 25 | $2.3B | $994.7M | ||
| Q4 24 | $2.4B | $857.8M | ||
| Q3 24 | $2.1B | $659.9M | ||
| Q2 24 | — | $742.3M |
总债务ADIBURL
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
股东权益ADIBURL
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $1.5B | ||
| Q3 25 | $34.1B | $1.4B | ||
| Q2 25 | $35.0B | $1.4B | ||
| Q1 25 | $35.1B | $1.4B | ||
| Q4 24 | $35.2B | $1.1B | ||
| Q3 24 | $35.2B | $1.1B | ||
| Q2 24 | — | $1.0B |
总资产ADIBURL
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $9.6B | ||
| Q3 25 | $48.2B | $9.3B | ||
| Q2 25 | $47.3B | $8.5B | ||
| Q1 25 | $48.0B | $8.8B | ||
| Q4 24 | $48.2B | $8.4B | ||
| Q3 24 | $48.6B | $7.8B | ||
| Q2 24 | — | $7.7B |
负债/权益比ADIBURL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.32× | ||
| Q3 25 | — | 1.40× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.20× |
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 | $143.3M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-109.6M |
| 自由现金流率自由现金流/营收 | 39.8% | -4.1% |
| 资本支出强度资本支出/营收 | 3.4% | 9.3% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $5.1B | $-358.5M |
8季度趋势，按日历期对齐
经营现金流ADIBURL
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $143.3M | ||
| Q3 25 | $1.2B | $179.4M | ||
| Q2 25 | $819.5M | $-28.9M | ||
| Q1 25 | $1.1B | $543.2M | ||
| Q4 24 | $1.1B | $110.4M | ||
| Q3 24 | $855.0M | $160.4M | ||
| Q2 24 | — | $49.4M |
自由现金流ADIBURL
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $-109.6M | ||
| Q3 25 | $1.1B | $-101.0K | ||
| Q2 25 | $729.2M | $-438.6M | ||
| Q1 25 | $977.8M | $189.8M | ||
| Q4 24 | $885.4M | $-56.2M | ||
| Q3 24 | $701.1M | $-35.2M | ||
| Q2 24 | — | $-115.5M |
自由现金流率ADIBURL
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | -4.1% | ||
| Q3 25 | 37.7% | -0.0% | ||
| Q2 25 | 27.6% | -17.5% | ||
| Q1 25 | 40.4% | 5.8% | ||
| Q4 24 | 36.2% | -2.2% | ||
| Q3 24 | 30.3% | -1.4% | ||
| Q2 24 | — | -4.9% |
资本支出强度ADIBURL
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 9.3% | ||
| Q3 25 | 2.7% | 6.6% | ||
| Q2 25 | 3.4% | 16.4% | ||
| Q1 25 | 6.1% | 10.8% | ||
| Q4 24 | 6.8% | 6.6% | ||
| Q3 24 | 6.7% | 7.9% | ||
| Q2 24 | — | 7.0% |
现金转化率ADIBURL
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.37× | ||
| Q3 25 | 2.25× | 1.91× | ||
| Q2 25 | 1.44× | -0.29× | ||
| Q1 25 | 2.88× | 2.08× | ||
| Q4 24 | 2.20× | 1.22× | ||
| Q3 24 | 2.18× | 2.18× | ||
| Q2 24 | — | 0.63× |
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
| Industrial | $1.5B | 47% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
BURL
暂无分部数据
