vs
亚德诺半导体（ADI）与康宁（GLW）财务数据对比。点击上方公司名可切换其他公司
康宁的季度营收约是亚德诺半导体的1.3倍（$4.2B vs $3.2B）。亚德诺半导体净利率更高（26.3% vs 12.8%，领先13.5%）。亚德诺半导体同比增速更快（30.4% vs 20.4%）。亚德诺半导体自由现金流更多（$1.3B vs $620.0M）。过去两年亚德诺半导体的营收复合增速更高（21.0% vs 19.0%）
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。
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
ADI vs GLW — 直观对比
营收规模更大
GLW
是对方的1.3倍
$3.2B
营收增速更快
ADI
高出10.0%
20.4%
净利率更高
ADI
高出13.5%
12.8%
自由现金流更多
ADI
多$639.2M
$620.0M
两年增速更快
ADI
近两年复合增速
19.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.2B |
| 净利润 | $830.8M | $540.0M |
| 毛利率 | 64.7% | 35.5% |
| 营业利润率 | 31.5% | 15.9% |
| 净利率 | 26.3% | 12.8% |
| 营收同比 | 30.4% | 20.4% |
| 净利润同比 | 112.3% | 74.2% |
| 每股收益（稀释后） | $1.69 | $0.61 |
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ADIGLW
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $4.2B | ||
| Q3 25 | $2.9B | $4.1B | ||
| Q2 25 | $2.6B | $3.9B | ||
| Q1 25 | $2.4B | $3.5B | ||
| Q4 24 | $2.4B | $3.5B | ||
| Q3 24 | $2.3B | $3.4B | ||
| Q2 24 | $2.2B | $3.3B |
净利润ADIGLW
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $540.0M | ||
| Q3 25 | $518.5M | $430.0M | ||
| Q2 25 | $569.8M | $469.0M | ||
| Q1 25 | $391.3M | $157.0M | ||
| Q4 24 | $478.1M | $310.0M | ||
| Q3 24 | $392.2M | $-117.0M | ||
| Q2 24 | $302.2M | $104.0M |
毛利率ADIGLW
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 35.5% | ||
| Q3 25 | 62.1% | 37.1% | ||
| Q2 25 | 61.0% | 36.0% | ||
| Q1 25 | 59.0% | 35.2% | ||
| Q4 24 | 58.0% | 34.2% | ||
| Q3 24 | 56.7% | 33.5% | ||
| Q2 24 | 54.7% | 29.2% |
营业利润率ADIGLW
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 15.9% | ||
| Q3 25 | 28.4% | 14.4% | ||
| Q2 25 | 25.7% | 14.8% | ||
| Q1 25 | 20.3% | 12.9% | ||
| Q4 24 | 23.3% | 11.2% | ||
| Q3 24 | 21.2% | 8.9% | ||
| Q2 24 | 17.9% | 5.7% |
净利率ADIGLW
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 12.8% | ||
| Q3 25 | 18.0% | 10.5% | ||
| Q2 25 | 21.6% | 12.1% | ||
| Q1 25 | 16.1% | 4.5% | ||
| Q4 24 | 19.6% | 8.9% | ||
| Q3 24 | 17.0% | -3.5% | ||
| Q2 24 | 14.0% | 3.2% |
每股收益（稀释后）ADIGLW
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $0.61 | ||
| Q3 25 | $1.04 | $0.50 | ||
| Q2 25 | $1.14 | $0.54 | ||
| Q1 25 | $0.78 | $0.18 | ||
| Q4 24 | $0.95 | $0.36 | ||
| Q3 24 | $0.79 | $-0.14 | ||
| Q2 24 | $0.61 | $0.12 |
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 | $1.5B |
| 总债务越低越好 | — | $7.6B |
| 股东权益账面价值 | $33.8B | $11.8B |
| 总资产 | $48.0B | $31.0B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资ADIGLW
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.4B | — |
总债务ADIGLW
| Q1 26 | — | — | ||
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $6.7B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | — | $6.9B |
股东权益ADIGLW
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $11.8B | ||
| Q3 25 | $34.1B | $11.5B | ||
| Q2 25 | $35.0B | $11.1B | ||
| Q1 25 | $35.1B | $10.7B | ||
| Q4 24 | $35.2B | $10.7B | ||
| Q3 24 | $35.2B | $11.1B | ||
| Q2 24 | $35.2B | $10.6B |
总资产ADIGLW
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $31.0B | ||
| Q3 25 | $48.2B | $29.9B | ||
| Q2 25 | $47.3B | $28.7B | ||
| Q1 25 | $48.0B | $27.4B | ||
| Q4 24 | $48.2B | $27.7B | ||
| Q3 24 | $48.6B | $28.3B | ||
| Q2 24 | $48.9B | $27.2B |
负债/权益比ADIGLW
| Q1 26 | — | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $620.0M |
| 自由现金流率自由现金流/营收 | 39.8% | 14.7% |
| 资本支出强度资本支出/营收 | 3.5% | 10.2% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.95× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $1.4B |
8季度趋势，按日历期对齐
经营现金流ADIGLW
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.2B | $784.0M | ||
| Q2 25 | $819.5M | $708.0M | ||
| Q1 25 | $1.1B | $151.0M | ||
| Q4 24 | $1.1B | $623.0M | ||
| Q3 24 | $855.0M | $699.0M | ||
| Q2 24 | $807.9M | $521.0M |
自由现金流ADIGLW
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $620.0M | ||
| Q3 25 | $1.1B | $450.0M | ||
| Q2 25 | $729.2M | $400.0M | ||
| Q1 25 | $977.8M | $-57.0M | ||
| Q4 24 | $885.4M | $369.0M | ||
| Q3 24 | $701.1M | $482.0M | ||
| Q2 24 | $619.7M | $279.0M |
自由现金流率ADIGLW
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 14.7% | ||
| Q3 25 | 37.7% | 11.0% | ||
| Q2 25 | 27.6% | 10.4% | ||
| Q1 25 | 40.4% | -1.7% | ||
| Q4 24 | 36.2% | 10.5% | ||
| Q3 24 | 30.3% | 14.2% | ||
| Q2 24 | 28.7% | 8.6% |
资本支出强度ADIGLW
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 10.2% | ||
| Q3 25 | 2.7% | 8.1% | ||
| Q2 25 | 3.4% | 8.0% | ||
| Q1 25 | 6.1% | 6.0% | ||
| Q4 24 | 6.8% | 7.3% | ||
| Q3 24 | 6.7% | 6.4% | ||
| Q2 24 | 8.7% | 7.4% |
现金转化率ADIGLW
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.95× | ||
| Q3 25 | 2.25× | 1.82× | ||
| Q2 25 | 1.44× | 1.51× | ||
| Q1 25 | 2.88× | 0.96× | ||
| Q4 24 | 2.20× | 2.01× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.67× | 5.01× |
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% |
GLW
暂无分部数据
