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亚德诺半导体(ADI)与富兰克林电气(FELE)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电气的6.2倍($3.2B vs $506.9M)。亚德诺半导体净利率更高(26.3% vs 7.7%,领先18.5%)。亚德诺半导体同比增速更快(30.4% vs 4.3%)。亚德诺半导体自由现金流更多($1.3B vs $88.7M)。过去两年亚德诺半导体的营收复合增速更高(21.0% vs 4.9%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
ADI vs FELE — 直观对比
营收规模更大
ADI
是对方的6.2倍
$506.9M
营收增速更快
ADI
高出26.1%
4.3%
净利率更高
ADI
高出18.5%
7.7%
自由现金流更多
ADI
多$1.2B
$88.7M
两年增速更快
ADI
近两年复合增速
4.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $506.9M |
| 净利润 | $830.8M | $39.3M |
| 毛利率 | 64.7% | 33.8% |
| 营业利润率 | 31.5% | 10.2% |
| 净利率 | 26.3% | 7.7% |
| 营收同比 | 30.4% | 4.3% |
| 净利润同比 | 112.3% | 16.6% |
| 每股收益(稀释后) | $1.69 | $0.87 |
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
FELE
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $506.9M | ||
| Q3 25 | $2.9B | $581.7M | ||
| Q2 25 | $2.6B | $587.4M | ||
| Q1 25 | $2.4B | $455.2M | ||
| Q4 24 | $2.4B | $485.7M | ||
| Q3 24 | $2.3B | $531.4M | ||
| Q2 24 | $2.2B | $543.3M |
净利润
ADI
FELE
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $39.3M | ||
| Q3 25 | $518.5M | $16.7M | ||
| Q2 25 | $569.8M | $60.1M | ||
| Q1 25 | $391.3M | $31.0M | ||
| Q4 24 | $478.1M | $33.7M | ||
| Q3 24 | $392.2M | $54.6M | ||
| Q2 24 | $302.2M | $59.1M |
毛利率
ADI
FELE
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 33.8% | ||
| Q3 25 | 62.1% | 35.9% | ||
| Q2 25 | 61.0% | 36.1% | ||
| Q1 25 | 59.0% | 36.0% | ||
| Q4 24 | 58.0% | 33.8% | ||
| Q3 24 | 56.7% | 35.7% | ||
| Q2 24 | 54.7% | 36.8% |
营业利润率
ADI
FELE
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 10.2% | ||
| Q3 25 | 28.4% | 14.6% | ||
| Q2 25 | 25.7% | 15.0% | ||
| Q1 25 | 20.3% | 9.7% | ||
| Q4 24 | 23.3% | 8.9% | ||
| Q3 24 | 21.2% | 13.8% | ||
| Q2 24 | 17.9% | 14.6% |
净利率
ADI
FELE
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 7.7% | ||
| Q3 25 | 18.0% | 2.9% | ||
| Q2 25 | 21.6% | 10.2% | ||
| Q1 25 | 16.1% | 6.8% | ||
| Q4 24 | 19.6% | 6.9% | ||
| Q3 24 | 17.0% | 10.3% | ||
| Q2 24 | 14.0% | 10.9% |
每股收益(稀释后)
ADI
FELE
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $0.87 | ||
| Q3 25 | $1.04 | $0.37 | ||
| Q2 25 | $1.14 | $1.31 | ||
| Q1 25 | $0.78 | $0.67 | ||
| Q4 24 | $0.95 | $0.73 | ||
| Q3 24 | $0.79 | $1.17 | ||
| Q2 24 | $0.61 | $1.26 |
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 | $99.7M |
| 总债务越低越好 | — | $135.2M |
| 股东权益账面价值 | $33.8B | $1.3B |
| 总资产 | $48.0B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
ADI
FELE
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $99.7M | ||
| Q3 25 | $2.3B | $102.9M | ||
| Q2 25 | $2.4B | $104.6M | ||
| Q1 25 | $2.3B | $84.0M | ||
| Q4 24 | $2.4B | $220.5M | ||
| Q3 24 | $2.1B | $106.3M | ||
| Q2 24 | $2.4B | $58.1M |
总债务
ADI
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益
ADI
FELE
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $1.3B | ||
| Q3 25 | $34.1B | $1.3B | ||
| Q2 25 | $35.0B | $1.3B | ||
| Q1 25 | $35.1B | $1.3B | ||
| Q4 24 | $35.2B | $1.3B | ||
| Q3 24 | $35.2B | $1.3B | ||
| Q2 24 | $35.2B | $1.2B |
总资产
ADI
FELE
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $1.9B | ||
| Q3 25 | $48.2B | $2.0B | ||
| Q2 25 | $47.3B | $2.0B | ||
| Q1 25 | $48.0B | $1.9B | ||
| Q4 24 | $48.2B | $1.8B | ||
| Q3 24 | $48.6B | $1.8B | ||
| Q2 24 | $48.9B | $1.8B |
负债/权益比
ADI
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | $104.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $88.7M |
| 自由现金流率自由现金流/营收 | 39.8% | 17.5% |
| 资本支出强度资本支出/营收 | 3.5% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.65× | 2.65× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $193.5M |
8季度趋势,按日历期对齐
经营现金流
ADI
FELE
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $104.2M | ||
| Q3 25 | $1.2B | $102.7M | ||
| Q2 25 | $819.5M | $51.5M | ||
| Q1 25 | $1.1B | $-19.5M | ||
| Q4 24 | $1.1B | $110.3M | ||
| Q3 24 | $855.0M | $116.1M | ||
| Q2 24 | $807.9M | $36.4M |
自由现金流
ADI
FELE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $88.7M | ||
| Q3 25 | $1.1B | $91.3M | ||
| Q2 25 | $729.2M | $39.9M | ||
| Q1 25 | $977.8M | $-26.3M | ||
| Q4 24 | $885.4M | $97.5M | ||
| Q3 24 | $701.1M | $106.6M | ||
| Q2 24 | $619.7M | $26.1M |
自由现金流率
ADI
FELE
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 17.5% | ||
| Q3 25 | 37.7% | 15.7% | ||
| Q2 25 | 27.6% | 6.8% | ||
| Q1 25 | 40.4% | -5.8% | ||
| Q4 24 | 36.2% | 20.1% | ||
| Q3 24 | 30.3% | 20.1% | ||
| Q2 24 | 28.7% | 4.8% |
资本支出强度
ADI
FELE
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 3.1% | ||
| Q3 25 | 2.7% | 2.0% | ||
| Q2 25 | 3.4% | 2.0% | ||
| Q1 25 | 6.1% | 1.5% | ||
| Q4 24 | 6.8% | 2.6% | ||
| Q3 24 | 6.7% | 1.8% | ||
| Q2 24 | 8.7% | 1.9% |
现金转化率
ADI
FELE
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 2.65× | ||
| Q3 25 | 2.25× | 6.14× | ||
| Q2 25 | 1.44× | 0.86× | ||
| Q1 25 | 2.88× | -0.63× | ||
| Q4 24 | 2.20× | 3.28× | ||
| Q3 24 | 2.18× | 2.13× | ||
| Q2 24 | 2.67× | 0.62× |
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% |
FELE
暂无分部数据