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亚德诺半导体（ADI）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的12.6倍（$3.2B vs $251.2M）。亚德诺半导体净利率更高（26.3% vs 16.5%，领先9.8%）。亚德诺半导体同比增速更快（30.4% vs 4.0%）。亚德诺半导体自由现金流更多（$1.3B vs $41.6M）。过去两年亚德诺半导体的营收复合增速更高（21.0% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
ADI vs POWL — 直观对比
营收规模更大
ADI
是对方的12.6倍
$251.2M
营收增速更快
ADI
高出26.4%
4.0%
净利率更高
ADI
高出9.8%
16.5%
自由现金流更多
ADI
多$1.2B
$41.6M
两年增速更快
ADI
近两年复合增速
-0.8%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $251.2M |
| 净利润 | $830.8M | $41.4M |
| 毛利率 | 64.7% | 28.4% |
| 营业利润率 | 31.5% | 17.0% |
| 净利率 | 26.3% | 16.5% |
| 营收同比 | 30.4% | 4.0% |
| 净利润同比 | 112.3% | 19.1% |
| 每股收益（稀释后） | $1.69 | $3.40 |
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ADIPOWL
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $251.2M | ||
| Q3 25 | $2.9B | $298.0M | ||
| Q2 25 | $2.6B | $286.3M | ||
| Q1 25 | $2.4B | $278.6M | ||
| Q4 24 | $2.4B | $241.4M | ||
| Q3 24 | $2.3B | $275.1M | ||
| Q2 24 | $2.2B | $288.2M |
净利润ADIPOWL
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $41.4M | ||
| Q3 25 | $518.5M | $51.4M | ||
| Q2 25 | $569.8M | $48.2M | ||
| Q1 25 | $391.3M | $46.3M | ||
| Q4 24 | $478.1M | $34.8M | ||
| Q3 24 | $392.2M | $46.1M | ||
| Q2 24 | $302.2M | $46.2M |
毛利率ADIPOWL
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 28.4% | ||
| Q3 25 | 62.1% | 31.4% | ||
| Q2 25 | 61.0% | 30.7% | ||
| Q1 25 | 59.0% | 29.9% | ||
| Q4 24 | 58.0% | 24.7% | ||
| Q3 24 | 56.7% | 29.2% | ||
| Q2 24 | 54.7% | 28.4% |
营业利润率ADIPOWL
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 17.0% | ||
| Q3 25 | 28.4% | 21.2% | ||
| Q2 25 | 25.7% | 21.0% | ||
| Q1 25 | 20.3% | 21.1% | ||
| Q4 24 | 23.3% | 14.7% | ||
| Q3 24 | 21.2% | 20.4% | ||
| Q2 24 | 17.9% | 19.9% |
净利率ADIPOWL
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 16.5% | ||
| Q3 25 | 18.0% | 17.3% | ||
| Q2 25 | 21.6% | 16.8% | ||
| Q1 25 | 16.1% | 16.6% | ||
| Q4 24 | 19.6% | 14.4% | ||
| Q3 24 | 17.0% | 16.7% | ||
| Q2 24 | 14.0% | 16.0% |
每股收益（稀释后）ADIPOWL
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $3.40 | ||
| Q3 25 | $1.04 | $4.23 | ||
| Q2 25 | $1.14 | $3.96 | ||
| Q1 25 | $0.78 | $3.81 | ||
| Q4 24 | $0.95 | $2.86 | ||
| Q3 24 | $0.79 | $3.77 | ||
| Q2 24 | $0.61 | $3.79 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.8B | $668.9M |
| 总资产 | $48.0B | $1.1B |
| 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ADIPOWL
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $500.8M | ||
| Q3 25 | $2.3B | $475.5M | ||
| Q2 25 | $2.4B | $433.0M | ||
| Q1 25 | $2.3B | $389.3M | ||
| Q4 24 | $2.4B | $373.4M | ||
| Q3 24 | $2.1B | $358.4M | ||
| Q2 24 | $2.4B | $374.0M |
股东权益ADIPOWL
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $668.9M | ||
| Q3 25 | $34.1B | $640.8M | ||
| Q2 25 | $35.0B | $594.9M | ||
| Q1 25 | $35.1B | $541.4M | ||
| Q4 24 | $35.2B | $496.3M | ||
| Q3 24 | $35.2B | $483.1M | ||
| Q2 24 | $35.2B | $436.7M |
总资产ADIPOWL
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $1.1B | ||
| Q3 25 | $48.2B | $1.1B | ||
| Q2 25 | $47.3B | $1.0B | ||
| Q1 25 | $48.0B | $965.4M | ||
| Q4 24 | $48.2B | $912.7M | ||
| Q3 24 | $48.6B | $928.2M | ||
| Q2 24 | $48.9B | $869.0M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $41.6M |
| 自由现金流率自由现金流/营收 | 39.8% | 16.6% |
| 资本支出强度资本支出/营收 | 3.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $161.5M |
8季度趋势，按日历期对齐
经营现金流ADIPOWL
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $43.6M | ||
| Q3 25 | $1.2B | $61.1M | ||
| Q2 25 | $819.5M | $47.4M | ||
| Q1 25 | $1.1B | $22.4M | ||
| Q4 24 | $1.1B | $37.1M | ||
| Q3 24 | $855.0M | $-6.0M | ||
| Q2 24 | $807.9M | $13.8M |
自由现金流ADIPOWL
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $41.6M | ||
| Q3 25 | $1.1B | $59.3M | ||
| Q2 25 | $729.2M | $42.3M | ||
| Q1 25 | $977.8M | $18.3M | ||
| Q4 24 | $885.4M | $34.9M | ||
| Q3 24 | $701.1M | $-14.4M | ||
| Q2 24 | $619.7M | $12.4M |
自由现金流率ADIPOWL
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 16.6% | ||
| Q3 25 | 37.7% | 19.9% | ||
| Q2 25 | 27.6% | 14.8% | ||
| Q1 25 | 40.4% | 6.6% | ||
| Q4 24 | 36.2% | 14.4% | ||
| Q3 24 | 30.3% | -5.3% | ||
| Q2 24 | 28.7% | 4.3% |
资本支出强度ADIPOWL
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 0.8% | ||
| Q3 25 | 2.7% | 0.6% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 6.1% | 1.5% | ||
| Q4 24 | 6.8% | 0.9% | ||
| Q3 24 | 6.7% | 3.1% | ||
| Q2 24 | 8.7% | 0.5% |
现金转化率ADIPOWL
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.05× | ||
| Q3 25 | 2.25× | 1.19× | ||
| Q2 25 | 1.44× | 0.98× | ||
| Q1 25 | 2.88× | 0.48× | ||
| Q4 24 | 2.20× | 1.07× | ||
| Q3 24 | 2.18× | -0.13× | ||
| Q2 24 | 2.67× | 0.30× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
