vs
亚德诺半导体（ADI）与迈梭电子（MEI）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迈梭电子的12.8倍（$3.2B vs $246.9M）。亚德诺半导体净利率更高（26.3% vs -4.0%，领先30.3%）。亚德诺半导体同比增速更快（30.4% vs -15.6%）。亚德诺半导体自由现金流更多（$1.3B vs $-11.6M）。过去两年亚德诺半导体的营收复合增速更高（21.0% vs -2.5%）
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。
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业，主要业务涵盖工程研发、生产制造与销售服务，目前在全球14个国家设有超过35个运营网点，全球员工总数约6500人。
ADI vs MEI — 直观对比
营收规模更大
ADI
是对方的12.8倍
$246.9M
营收增速更快
ADI
高出46.0%
-15.6%
净利率更高
ADI
高出30.3%
-4.0%
自由现金流更多
ADI
多$1.3B
$-11.6M
两年增速更快
ADI
近两年复合增速
-2.5%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $246.9M |
| 净利润 | $830.8M | $-9.9M |
| 毛利率 | 64.7% | 19.3% |
| 营业利润率 | 31.5% | 1.2% |
| 净利率 | 26.3% | -4.0% |
| 营收同比 | 30.4% | -15.6% |
| 净利润同比 | 112.3% | -518.8% |
| 每股收益（稀释后） | $1.69 | $-0.28 |
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ADIMEI
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $246.9M | ||
| Q3 25 | $2.9B | $240.5M | ||
| Q2 25 | $2.6B | $257.1M | ||
| Q1 25 | $2.4B | $239.9M | ||
| Q4 24 | $2.4B | $292.6M | ||
| Q3 24 | $2.3B | $258.5M | ||
| Q2 24 | $2.2B | $277.3M |
净利润ADIMEI
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $-9.9M | ||
| Q3 25 | $518.5M | $-10.3M | ||
| Q2 25 | $569.8M | $-28.3M | ||
| Q1 25 | $391.3M | $-14.4M | ||
| Q4 24 | $478.1M | $-1.6M | ||
| Q3 24 | $392.2M | $-18.3M | ||
| Q2 24 | $302.2M | $-57.3M |
毛利率ADIMEI
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 19.3% | ||
| Q3 25 | 62.1% | 18.1% | ||
| Q2 25 | 61.0% | 7.6% | ||
| Q1 25 | 59.0% | 17.2% | ||
| Q4 24 | 58.0% | 19.8% | ||
| Q3 24 | 56.7% | 17.3% | ||
| Q2 24 | 54.7% | 12.8% |
营业利润率ADIMEI
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 1.2% | ||
| Q3 25 | 28.4% | 0.5% | ||
| Q2 25 | 25.7% | -9.2% | ||
| Q1 25 | 20.3% | -0.9% | ||
| Q4 24 | 23.3% | 3.2% | ||
| Q3 24 | 21.2% | -2.9% | ||
| Q2 24 | 17.9% | -22.2% |
净利率ADIMEI
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | -4.0% | ||
| Q3 25 | 18.0% | -4.3% | ||
| Q2 25 | 21.6% | -11.0% | ||
| Q1 25 | 16.1% | -6.0% | ||
| Q4 24 | 19.6% | -0.5% | ||
| Q3 24 | 17.0% | -7.1% | ||
| Q2 24 | 14.0% | -20.7% |
每股收益（稀释后）ADIMEI
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $-0.28 | ||
| Q3 25 | $1.04 | $-0.29 | ||
| Q2 25 | $1.14 | $-0.79 | ||
| Q1 25 | $0.78 | $-0.41 | ||
| Q4 24 | $0.95 | $-0.05 | ||
| Q3 24 | $0.79 | $-0.52 | ||
| Q2 24 | $0.61 | $-1.62 |
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 | $118.5M |
| 总债务越低越好 | — | $332.5M |
| 股东权益账面价值 | $33.8B | $679.3M |
| 总资产 | $48.0B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资ADIMEI
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $118.5M | ||
| Q3 25 | $2.3B | $121.1M | ||
| Q2 25 | $2.4B | $103.6M | ||
| Q1 25 | $2.3B | $103.8M | ||
| Q4 24 | $2.4B | $97.0M | ||
| Q3 24 | $2.1B | $111.3M | ||
| Q2 24 | $2.4B | $161.5M |
总债务ADIMEI
| Q1 26 | — | — | ||
| Q4 25 | — | $332.5M | ||
| Q3 25 | — | $323.4M | ||
| Q2 25 | — | $317.6M | ||
| Q1 25 | — | $327.9M | ||
| Q4 24 | — | $340.6M | ||
| Q3 24 | — | $296.0M | ||
| Q2 24 | — | $330.9M |
股东权益ADIMEI
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $679.3M | ||
| Q3 25 | $34.1B | $688.1M | ||
| Q2 25 | $35.0B | $693.3M | ||
| Q1 25 | $35.1B | $704.3M | ||
| Q4 24 | $35.2B | $738.3M | ||
| Q3 24 | $35.2B | $744.4M | ||
| Q2 24 | $35.2B | $766.0M |
总资产ADIMEI
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $1.3B | ||
| Q3 25 | $48.2B | $1.3B | ||
| Q2 25 | $47.3B | $1.3B | ||
| Q1 25 | $48.0B | $1.3B | ||
| Q4 24 | $48.2B | $1.4B | ||
| Q3 24 | $48.6B | $1.4B | ||
| Q2 24 | $48.9B | $1.4B |
负债/权益比ADIMEI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.43× |
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 | $-7.4M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-11.6M |
| 自由现金流率自由现金流/营收 | 39.8% | -4.7% |
| 资本支出强度资本支出/营收 | 3.5% | 1.7% |
| 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 | $52.3M |
8季度趋势，按日历期对齐
经营现金流ADIMEI
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $-7.4M | ||
| Q3 25 | $1.2B | $25.1M | ||
| Q2 25 | $819.5M | $35.4M | ||
| Q1 25 | $1.1B | $28.1M | ||
| Q4 24 | $1.1B | $-48.0M | ||
| Q3 24 | $855.0M | $10.9M | ||
| Q2 24 | $807.9M | $24.9M |
自由现金流ADIMEI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $-11.6M | ||
| Q3 25 | $1.1B | $18.0M | ||
| Q2 25 | $729.2M | $26.3M | ||
| Q1 25 | $977.8M | $19.6M | ||
| Q4 24 | $885.4M | $-58.4M | ||
| Q3 24 | $701.1M | $-2.7M | ||
| Q2 24 | $619.7M | $15.8M |
自由现金流率ADIMEI
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | -4.7% | ||
| Q3 25 | 37.7% | 7.5% | ||
| Q2 25 | 27.6% | 10.2% | ||
| Q1 25 | 40.4% | 8.2% | ||
| Q4 24 | 36.2% | -20.0% | ||
| Q3 24 | 30.3% | -1.0% | ||
| Q2 24 | 28.7% | 5.7% |
资本支出强度ADIMEI
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 1.7% | ||
| Q3 25 | 2.7% | 3.0% | ||
| Q2 25 | 3.4% | 3.5% | ||
| Q1 25 | 6.1% | 3.5% | ||
| Q4 24 | 6.8% | 3.6% | ||
| Q3 24 | 6.7% | 5.3% | ||
| Q2 24 | 8.7% | 3.3% |
现金转化率ADIMEI
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 2.25× | — | ||
| Q2 25 | 1.44× | — | ||
| Q1 25 | 2.88× | — | ||
| Q4 24 | 2.20× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.67× | — |
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% |
MEI
暂无分部数据
