vs
亚德诺半导体（ADI）与西方石油（OXY）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西方石油的1.9倍（$3.2B vs $1.7B），亚德诺半导体净利率更高（26.3% vs 6.9%，领先19.4%），亚德诺半导体同比增速更快（30.4% vs -75.8%），西方石油自由现金流更多（$1.9B vs $1.3B），过去两年亚德诺半导体的营收复合增速更高（21.0% vs -50.4%）
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。
西方石油是一家美国能源企业，核心业务覆盖美国及中东地区的油气勘探，以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州，总部位于休斯顿，2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
ADI vs OXY — 直观对比
营收规模更大
ADI
是对方的1.9倍
$1.7B
营收增速更快
ADI
高出106.2%
-75.8%
净利率更高
ADI
高出19.4%
6.9%
自由现金流更多
OXY
多$621.8M
$1.3B
两年增速更快
ADI
近两年复合增速
-50.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.7B |
| 净利润 | $830.8M | $114.0M |
| 毛利率 | 64.7% | — |
| 营业利润率 | 31.5% | -6.5% |
| 净利率 | 26.3% | 6.9% |
| 营收同比 | 30.4% | -75.8% |
| 净利润同比 | 112.3% | 195.0% |
| 每股收益（稀释后） | $1.69 | $-0.07 |
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ADIOXY
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $2.9B | $6.7B | ||
| Q2 25 | $2.6B | $6.3B | ||
| Q1 25 | $2.4B | $6.9B | ||
| Q4 24 | $2.4B | $6.9B | ||
| Q3 24 | $2.3B | $7.0B | ||
| Q2 24 | $2.2B | $6.8B |
净利润ADIOXY
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $114.0M | ||
| Q3 25 | $518.5M | $842.0M | ||
| Q2 25 | $569.8M | $468.0M | ||
| Q1 25 | $391.3M | $945.0M | ||
| Q4 24 | $478.1M | $-120.0M | ||
| Q3 24 | $392.2M | $1.1B | ||
| Q2 24 | $302.2M | $1.2B |
毛利率ADIOXY
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | — | ||
| Q3 25 | 62.1% | 87.8% | ||
| Q2 25 | 61.0% | 86.6% | ||
| Q1 25 | 59.0% | 88.4% | ||
| Q4 24 | 58.0% | 89.0% | ||
| Q3 24 | 56.7% | 88.5% | ||
| Q2 24 | 54.7% | 87.9% |
营业利润率ADIOXY
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | -6.5% | ||
| Q3 25 | 28.4% | 17.4% | ||
| Q2 25 | 25.7% | 11.7% | ||
| Q1 25 | 20.3% | 19.3% | ||
| Q4 24 | 23.3% | -2.5% | ||
| Q3 24 | 21.2% | 22.7% | ||
| Q2 24 | 17.9% | 24.0% |
净利率ADIOXY
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 6.9% | ||
| Q3 25 | 18.0% | 12.6% | ||
| Q2 25 | 21.6% | 7.4% | ||
| Q1 25 | 16.1% | 13.7% | ||
| Q4 24 | 19.6% | -1.7% | ||
| Q3 24 | 17.0% | 16.2% | ||
| Q2 24 | 14.0% | 17.2% |
每股收益（稀释后）ADIOXY
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $-0.07 | ||
| Q3 25 | $1.04 | $0.65 | ||
| Q2 25 | $1.14 | $0.26 | ||
| Q1 25 | $0.78 | $0.77 | ||
| Q4 24 | $0.95 | $-0.32 | ||
| Q3 24 | $0.79 | $0.98 | ||
| Q2 24 | $0.61 | $1.03 |
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 | $2.0B |
| 总债务越低越好 | — | $20.6B |
| 股东权益账面价值 | $33.8B | $36.0B |
| 总资产 | $48.0B | $84.2B |
| 负债/权益比越低杠杆越低 | — | 0.57× |
8季度趋势，按日历期对齐
现金及短期投资ADIOXY
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.4B | $2.3B | ||
| Q1 25 | $2.3B | $2.6B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B |
总债务ADIOXY
| Q1 26 | — | — | ||
| Q4 25 | — | $20.6B | ||
| Q3 25 | — | $20.8B | ||
| Q2 25 | — | $23.3B | ||
| Q1 25 | — | $24.0B | ||
| Q4 24 | — | $25.0B | ||
| Q3 24 | — | $25.5B | ||
| Q2 24 | — | $18.4B |
股东权益ADIOXY
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $36.0B | ||
| Q3 25 | $34.1B | $36.3B | ||
| Q2 25 | $35.0B | $35.7B | ||
| Q1 25 | $35.1B | $34.7B | ||
| Q4 24 | $35.2B | $34.2B | ||
| Q3 24 | $35.2B | $34.7B | ||
| Q2 24 | $35.2B | $32.1B |
总资产ADIOXY
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $84.2B | ||
| Q3 25 | $48.2B | $83.5B | ||
| Q2 25 | $47.3B | $84.4B | ||
| Q1 25 | $48.0B | $85.0B | ||
| Q4 24 | $48.2B | $85.4B | ||
| Q3 24 | $48.6B | $85.8B | ||
| Q2 24 | $48.9B | $76.2B |
负债/权益比ADIOXY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | 0.57× |
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 | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $1.9B |
| 自由现金流率自由现金流/营收 | 39.8% | 113.4% |
| 资本支出强度资本支出/营收 | 3.5% | 45.4% |
| 现金转化率经营现金流/净利润 | 1.65× | 23.11× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $4.1B |
8季度趋势，按日历期对齐
经营现金流ADIOXY
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $2.6B | ||
| Q3 25 | $1.2B | $2.8B | ||
| Q2 25 | $819.5M | $3.0B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $3.4B | ||
| Q3 24 | $855.0M | $3.7B | ||
| Q2 24 | $807.9M | $2.4B |
自由现金流ADIOXY
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $729.2M | $962.0M | ||
| Q1 25 | $977.8M | $240.0M | ||
| Q4 24 | $885.4M | $1.6B | ||
| Q3 24 | $701.1M | $2.0B | ||
| Q2 24 | $619.7M | $623.0M |
自由现金流率ADIOXY
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 113.4% | ||
| Q3 25 | 37.7% | 15.3% | ||
| Q2 25 | 27.6% | 15.2% | ||
| Q1 25 | 40.4% | 3.5% | ||
| Q4 24 | 36.2% | 23.0% | ||
| Q3 24 | 30.3% | 28.5% | ||
| Q2 24 | 28.7% | 9.2% |
资本支出强度ADIOXY
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 45.4% | ||
| Q3 25 | 2.7% | 26.5% | ||
| Q2 25 | 3.4% | 31.6% | ||
| Q1 25 | 6.1% | 27.6% | ||
| Q4 24 | 6.8% | 26.0% | ||
| Q3 24 | 6.7% | 24.0% | ||
| Q2 24 | 8.7% | 26.0% |
现金转化率ADIOXY
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 23.11× | ||
| Q3 25 | 2.25× | 3.31× | ||
| Q2 25 | 1.44× | 6.32× | ||
| Q1 25 | 2.88× | 2.27× | ||
| Q4 24 | 2.20× | — | ||
| Q3 24 | 2.18× | 3.23× | ||
| Q2 24 | 2.67× | 2.05× |
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% |
OXY
暂无分部数据
