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亚德诺半导体（ADI）与Masco（MAS）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Masco的1.6倍（$3.2B vs $1.9B），亚德诺半导体净利率更高（26.3% vs 11.9%，领先14.4%），亚德诺半导体同比增速更快（30.4% vs 6.5%），过去两年亚德诺半导体的营收复合增速更高（21.0% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
ADI vs MAS — 直观对比
营收规模更大
ADI
是对方的1.6倍
$1.9B
营收增速更快
ADI
高出23.9%
6.5%
净利率更高
ADI
高出14.4%
11.9%
两年增速更快
ADI
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.9B |
| 净利润 | $830.8M | $228.0M |
| 毛利率 | 64.7% | 35.8% |
| 营业利润率 | 31.5% | 16.5% |
| 净利率 | 26.3% | 11.9% |
| 营收同比 | 30.4% | 6.5% |
| 净利润同比 | 112.3% | 14.5% |
| 每股收益（稀释后） | $1.69 | — |
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ADIMAS
| Q1 26 | $3.2B | $1.9B | ||
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $2.9B | $1.9B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.2B | $2.1B |
净利润ADIMAS
| Q1 26 | $830.8M | $228.0M | ||
| Q4 25 | $787.7M | $165.0M | ||
| Q3 25 | $518.5M | $189.0M | ||
| Q2 25 | $569.8M | $270.0M | ||
| Q1 25 | $391.3M | $186.0M | ||
| Q4 24 | $478.1M | $182.0M | ||
| Q3 24 | $392.2M | $167.0M | ||
| Q2 24 | $302.2M | $258.0M |
毛利率ADIMAS
| Q1 26 | 64.7% | 35.8% | ||
| Q4 25 | 63.1% | 33.9% | ||
| Q3 25 | 62.1% | 34.2% | ||
| Q2 25 | 61.0% | 37.6% | ||
| Q1 25 | 59.0% | 35.8% | ||
| Q4 24 | 58.0% | 34.8% | ||
| Q3 24 | 56.7% | 36.6% | ||
| Q2 24 | 54.7% | 37.5% |
营业利润率ADIMAS
| Q1 26 | 31.5% | 16.5% | ||
| Q4 25 | 30.7% | 13.8% | ||
| Q3 25 | 28.4% | 15.8% | ||
| Q2 25 | 25.7% | 20.1% | ||
| Q1 25 | 20.3% | 15.9% | ||
| Q4 24 | 23.3% | 15.9% | ||
| Q3 24 | 21.2% | 18.0% | ||
| Q2 24 | 17.9% | 19.0% |
净利率ADIMAS
| Q1 26 | 26.3% | 11.9% | ||
| Q4 25 | 25.6% | 9.2% | ||
| Q3 25 | 18.0% | 9.9% | ||
| Q2 25 | 21.6% | 13.2% | ||
| Q1 25 | 16.1% | 10.3% | ||
| Q4 24 | 19.6% | 10.0% | ||
| Q3 24 | 17.0% | 8.4% | ||
| Q2 24 | 14.0% | 12.3% |
每股收益（稀释后）ADIMAS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $0.81 | ||
| Q3 25 | $1.04 | $0.90 | ||
| Q2 25 | $1.14 | $1.28 | ||
| Q1 25 | $0.78 | $0.87 | ||
| Q4 24 | $0.95 | $0.85 | ||
| Q3 24 | $0.79 | $0.77 | ||
| 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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $33.8B | $27.0M |
| 总资产 | $48.0B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资ADIMAS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $647.0M | ||
| Q3 25 | $2.3B | $559.0M | ||
| Q2 25 | $2.4B | $390.0M | ||
| Q1 25 | $2.3B | $377.0M | ||
| Q4 24 | $2.4B | $634.0M | ||
| Q3 24 | $2.1B | $646.0M | ||
| Q2 24 | $2.4B | $398.0M |
总债务ADIMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ADIMAS
| Q1 26 | $33.8B | $27.0M | ||
| Q4 25 | $33.8B | $-185.0M | ||
| Q3 25 | $34.1B | $-78.0M | ||
| Q2 25 | $35.0B | $-84.0M | ||
| Q1 25 | $35.1B | $-254.0M | ||
| Q4 24 | $35.2B | $-279.0M | ||
| Q3 24 | $35.2B | $-88.0M | ||
| Q2 24 | $35.2B | $-26.0M |
总资产ADIMAS
| Q1 26 | $48.0B | $5.2B | ||
| Q4 25 | $48.0B | $5.2B | ||
| Q3 25 | $48.2B | $5.3B | ||
| Q2 25 | $47.3B | $5.3B | ||
| Q1 25 | $48.0B | $5.1B | ||
| Q4 24 | $48.2B | $5.0B | ||
| Q3 24 | $48.6B | $5.3B | ||
| Q2 24 | $48.9B | $5.4B |
负债/权益比ADIMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 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ADIMAS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $418.0M | ||
| Q3 25 | $1.2B | $456.0M | ||
| Q2 25 | $819.5M | $306.0M | ||
| Q1 25 | $1.1B | $-158.0M | ||
| Q4 24 | $1.1B | $407.0M | ||
| Q3 24 | $855.0M | $416.0M | ||
| Q2 24 | $807.9M | $346.0M |
自由现金流ADIMAS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $371.0M | ||
| Q3 25 | $1.1B | $415.0M | ||
| Q2 25 | $729.2M | $270.0M | ||
| Q1 25 | $977.8M | $-190.0M | ||
| Q4 24 | $885.4M | $351.0M | ||
| Q3 24 | $701.1M | $378.0M | ||
| Q2 24 | $619.7M | $303.0M |
自由现金流率ADIMAS
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 20.7% | ||
| Q3 25 | 37.7% | 21.6% | ||
| Q2 25 | 27.6% | 13.2% | ||
| Q1 25 | 40.4% | -10.5% | ||
| Q4 24 | 36.2% | 19.2% | ||
| Q3 24 | 30.3% | 19.1% | ||
| Q2 24 | 28.7% | 14.5% |
资本支出强度ADIMAS
| Q1 26 | 3.5% | 1.8% | ||
| Q4 25 | 7.0% | 2.6% | ||
| Q3 25 | 2.7% | 2.1% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 6.1% | 1.8% | ||
| Q4 24 | 6.8% | 3.1% | ||
| Q3 24 | 6.7% | 1.9% | ||
| Q2 24 | 8.7% | 2.1% |
现金转化率ADIMAS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 2.53× | ||
| Q3 25 | 2.25× | 2.41× | ||
| Q2 25 | 1.44× | 1.13× | ||
| Q1 25 | 2.88× | -0.85× | ||
| Q4 24 | 2.20× | 2.24× | ||
| Q3 24 | 2.18× | 2.49× | ||
| Q2 24 | 2.67× | 1.34× |
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% |
MAS
暂无分部数据
