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亚德诺半导体(ADI)与QUICKLOGIC Corp(QUIK)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QUICKLOGIC Corp的556.7倍($3.2B vs $5.7M),亚德诺半导体净利率更高(26.3% vs -5.4%,领先31.7%),亚德诺半导体同比增速更快(30.4% vs -24.1%),亚德诺半导体自由现金流更多($1.3B vs $-1.2M),过去两年亚德诺半导体的营收复合增速更高(21.0% vs 17.2%)
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。
QuickLogic是一家无晶圆半导体企业,专注研发低功耗可定制现场可编程门阵列、嵌入式FPGA知识产权核及边缘传感器处理解决方案,产品广泛应用于可穿戴设备、物联网、移动电子、工业系统等领域,提供高能效低延迟的端侧处理能力。
ADI vs QUIK — 直观对比
营收规模更大
ADI
是对方的556.7倍
$5.7M
营收增速更快
ADI
高出54.5%
-24.1%
净利率更高
ADI
高出31.7%
-5.4%
自由现金流更多
ADI
多$1.3B
$-1.2M
两年增速更快
ADI
近两年复合增速
17.2%
损益表 — Q1 FY2026 vs Q4 FY2024
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $5.7M |
| 净利润 | $830.8M | $-305.0K |
| 毛利率 | 64.7% | 62.7% |
| 营业利润率 | 31.5% | 2.6% |
| 净利率 | 26.3% | -5.4% |
| 营收同比 | 30.4% | -24.1% |
| 净利润同比 | 112.3% | -114.9% |
| 每股收益(稀释后) | $1.69 | $-0.02 |
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
ADI
QUIK
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $5.7M | ||
| Q3 24 | $2.3B | $4.2M | ||
| Q2 24 | $2.2B | $4.1M |
净利润
ADI
QUIK
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | — | ||
| Q3 25 | $518.5M | — | ||
| Q2 25 | $569.8M | — | ||
| Q1 25 | $391.3M | — | ||
| Q4 24 | $478.1M | $-305.0K | ||
| Q3 24 | $392.2M | $-2.1M | ||
| Q2 24 | $302.2M | $-1.6M |
毛利率
ADI
QUIK
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 61.0% | — | ||
| Q1 25 | 59.0% | — | ||
| Q4 24 | 58.0% | 62.7% | ||
| Q3 24 | 56.7% | 59.1% | ||
| Q2 24 | 54.7% | 54.7% |
营业利润率
ADI
QUIK
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 25.7% | — | ||
| Q1 25 | 20.3% | — | ||
| Q4 24 | 23.3% | 2.6% | ||
| Q3 24 | 21.2% | -38.1% | ||
| Q2 24 | 17.9% | -29.3% |
净利率
ADI
QUIK
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | — | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 19.6% | -5.4% | ||
| Q3 24 | 17.0% | -49.8% | ||
| Q2 24 | 14.0% | -37.8% |
每股收益(稀释后)
ADI
QUIK
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | — | ||
| Q3 25 | $1.04 | — | ||
| Q2 25 | $1.14 | — | ||
| Q1 25 | $0.78 | — | ||
| Q4 24 | $0.95 | $-0.02 | ||
| Q3 24 | $0.79 | $-0.14 | ||
| Q2 24 | $0.61 | $-0.11 |
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 | — | $3.1M |
| 股东权益账面价值 | $33.8B | $24.9M |
| 总资产 | $48.0B | $51.9M |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势,按日历期对齐
现金及短期投资
ADI
QUIK
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.4B | — |
总债务
ADI
QUIK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.1M | ||
| Q3 24 | — | $3.4M | ||
| Q2 24 | — | $1.2M |
股东权益
ADI
QUIK
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | — | ||
| Q3 25 | $34.1B | — | ||
| Q2 25 | $35.0B | — | ||
| Q1 25 | $35.1B | — | ||
| Q4 24 | $35.2B | $24.9M | ||
| Q3 24 | $35.2B | $20.9M | ||
| Q2 24 | $35.2B | $21.8M |
总资产
ADI
QUIK
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | — | ||
| Q3 25 | $48.2B | — | ||
| Q2 25 | $47.3B | — | ||
| Q1 25 | $48.0B | — | ||
| Q4 24 | $48.2B | $51.9M | ||
| Q3 24 | $48.6B | $49.7M | ||
| Q2 24 | $48.9B | $47.5M |
负债/权益比
ADI
QUIK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.06× |
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 | $116.0K |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-1.2M |
| 自由现金流率自由现金流/营收 | 39.8% | -20.6% |
| 资本支出强度资本支出/营收 | 3.5% | 22.6% |
| 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 | $-5.4M |
8季度趋势,按日历期对齐
经营现金流
ADI
QUIK
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $819.5M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $116.0K | ||
| Q3 24 | $855.0M | $-16.0K | ||
| Q2 24 | $807.9M | $-220.0K |
自由现金流
ADI
QUIK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $729.2M | — | ||
| Q1 25 | $977.8M | — | ||
| Q4 24 | $885.4M | $-1.2M | ||
| Q3 24 | $701.1M | $-83.0K | ||
| Q2 24 | $619.7M | $-4.2M |
自由现金流率
ADI
QUIK
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 27.6% | — | ||
| Q1 25 | 40.4% | — | ||
| Q4 24 | 36.2% | -20.6% | ||
| Q3 24 | 30.3% | -2.0% | ||
| Q2 24 | 28.7% | -102.2% |
资本支出强度
ADI
QUIK
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 6.8% | 22.6% | ||
| Q3 24 | 6.7% | 1.6% | ||
| Q2 24 | 8.7% | 96.9% |
现金转化率
ADI
QUIK
| 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% |
QUIK
| North America | $3.0M | 53% |
| Other | $2.7M | 47% |