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亚德诺半导体（ADI）与Jacobs Solutions（J）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是亚德诺半导体的1.0倍（$3.3B vs $3.2B），亚德诺半导体净利率更高（26.3% vs 3.8%，领先22.5%），亚德诺半导体同比增速更快（30.4% vs 12.3%），亚德诺半导体自由现金流更多（$1.3B vs $364.9M），过去两年亚德诺半导体的营收复合增速更高（21.0% vs -12.2%）
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。
Jacobs Solutions是总部位于美国得克萨斯州达拉斯市的国际技术专业服务企业，面向全球各类企业、社会组织及政府机构客户，提供工程、技术、专业及施工服务，同时开展科学研究与专项咨询业务，在所属行业长期处于领先地位。
ADI vs J — 直观对比
营收规模更大
J
是对方的1.0倍
$3.2B
营收增速更快
ADI
高出18.1%
12.3%
净利率更高
ADI
高出22.5%
3.8%
自由现金流更多
ADI
多$894.3M
$364.9M
两年增速更快
ADI
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.3B |
| 净利润 | $830.8M | $125.5M |
| 毛利率 | 64.7% | 23.2% |
| 营业利润率 | 31.5% | 7.1% |
| 净利率 | 26.3% | 3.8% |
| 营收同比 | 30.4% | 12.3% |
| 净利润同比 | 112.3% | 792.3% |
| 每股收益（稀释后） | $1.69 | $1.12 |
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ADIJ
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.4B | $2.9B | ||
| Q4 24 | $2.4B | $2.9B | ||
| Q3 24 | $2.3B | $-1.2B | ||
| Q2 24 | $2.2B | $4.2B |
净利润ADIJ
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $125.5M | ||
| Q3 25 | $518.5M | $122.2M | ||
| Q2 25 | $569.8M | $179.6M | ||
| Q1 25 | $391.3M | $5.6M | ||
| Q4 24 | $478.1M | $-18.1M | ||
| Q3 24 | $392.2M | $325.4M | ||
| Q2 24 | $302.2M | $146.9M |
毛利率ADIJ
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 23.2% | ||
| Q3 25 | 62.1% | 24.3% | ||
| Q2 25 | 61.0% | 25.0% | ||
| Q1 25 | 59.0% | 25.4% | ||
| Q4 24 | 58.0% | 24.6% | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 54.7% | 21.7% |
营业利润率ADIJ
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 7.1% | ||
| Q3 25 | 28.4% | 6.7% | ||
| Q2 25 | 25.7% | 7.8% | ||
| Q1 25 | 20.3% | 7.2% | ||
| Q4 24 | 23.3% | 7.1% | ||
| Q3 24 | 21.2% | — | ||
| Q2 24 | 17.9% | 6.2% |
净利率ADIJ
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 3.8% | ||
| Q3 25 | 18.0% | 3.9% | ||
| Q2 25 | 21.6% | 5.9% | ||
| Q1 25 | 16.1% | 0.2% | ||
| Q4 24 | 19.6% | -0.6% | ||
| Q3 24 | 17.0% | -28.1% | ||
| Q2 24 | 14.0% | 3.5% |
每股收益（稀释后）ADIJ
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $1.12 | ||
| Q3 25 | $1.04 | $0.88 | ||
| Q2 25 | $1.14 | $1.55 | ||
| Q1 25 | $0.78 | $0.06 | ||
| Q4 24 | $0.95 | $-0.11 | ||
| Q3 24 | $0.79 | $2.50 | ||
| Q2 24 | $0.61 | $1.17 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.8B | $3.4B |
| 总资产 | $48.0B | $11.6B |
| 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ADIJ
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $1.6B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.4B | $1.2B |
股东权益ADIJ
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $3.4B | ||
| Q3 25 | $34.1B | $3.6B | ||
| Q2 25 | $35.0B | $3.8B | ||
| Q1 25 | $35.1B | $3.9B | ||
| Q4 24 | $35.2B | $4.2B | ||
| Q3 24 | $35.2B | $4.5B | ||
| Q2 24 | $35.2B | $6.6B |
总资产ADIJ
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $11.6B | ||
| Q3 25 | $48.2B | $11.3B | ||
| Q2 25 | $47.3B | $11.4B | ||
| Q1 25 | $48.0B | $11.2B | ||
| Q4 24 | $48.2B | $11.6B | ||
| Q3 24 | $48.6B | $11.8B | ||
| Q2 24 | $48.9B | $15.0B |
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 | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $364.9M |
| 自由现金流率自由现金流/营收 | 39.8% | 11.1% |
| 资本支出强度资本支出/营收 | 3.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.65× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $875.3M |
8季度趋势，按日历期对齐
经营现金流ADIJ
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $380.8M | ||
| Q3 25 | $1.2B | $383.1M | ||
| Q2 25 | $819.5M | $292.6M | ||
| Q1 25 | $1.1B | $-96.4M | ||
| Q4 24 | $1.1B | $107.5M | ||
| Q3 24 | $855.0M | $196.5M | ||
| Q2 24 | $807.9M | $482.6M |
自由现金流ADIJ
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $364.9M | ||
| Q3 25 | $1.1B | $353.5M | ||
| Q2 25 | $729.2M | $270.5M | ||
| Q1 25 | $977.8M | $-113.7M | ||
| Q4 24 | $885.4M | $97.1M | ||
| Q3 24 | $701.1M | $158.2M | ||
| Q2 24 | $619.7M | $444.9M |
自由现金流率ADIJ
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 11.1% | ||
| Q3 25 | 37.7% | 11.2% | ||
| Q2 25 | 27.6% | 8.9% | ||
| Q1 25 | 40.4% | -3.9% | ||
| Q4 24 | 36.2% | 3.3% | ||
| Q3 24 | 30.3% | -13.6% | ||
| Q2 24 | 28.7% | 10.5% |
资本支出强度ADIJ
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 0.5% | ||
| Q3 25 | 2.7% | 0.9% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 6.1% | 0.6% | ||
| Q4 24 | 6.8% | 0.4% | ||
| Q3 24 | 6.7% | -3.3% | ||
| Q2 24 | 8.7% | 0.9% |
现金转化率ADIJ
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 3.03× | ||
| Q3 25 | 2.25× | 3.13× | ||
| Q2 25 | 1.44× | 1.63× | ||
| Q1 25 | 2.88× | -17.18× | ||
| Q4 24 | 2.20× | — | ||
| Q3 24 | 2.18× | 0.60× | ||
| Q2 24 | 2.67× | 3.28× |
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% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
