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亚德诺半导体（ADI）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.7倍（$3.2B vs $1.9B），亚德诺半导体净利率更高（26.3% vs 8.4%，领先17.8%），亚德诺半导体同比增速更快（30.4% vs 3.5%），亚德诺半导体自由现金流更多（$1.3B vs $296.4M），过去两年亚德诺半导体的营收复合增速更高（21.0% vs 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
ADI vs RPM — 直观对比
营收规模更大
ADI
是对方的1.7倍
$1.9B
营收增速更快
ADI
高出26.9%
3.5%
净利率更高
ADI
高出17.8%
8.4%
自由现金流更多
ADI
多$962.8M
$296.4M
两年增速更快
ADI
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.9B |
| 净利润 | $830.8M | $161.2M |
| 毛利率 | 64.7% | 40.8% |
| 营业利润率 | 31.5% | 11.0% |
| 净利率 | 26.3% | 8.4% |
| 营收同比 | 30.4% | 3.5% |
| 净利润同比 | 112.3% | -12.0% |
| 每股收益（稀释后） | $1.69 | $1.26 |
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ADIRPM
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $1.9B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.2B | $2.0B |
净利润ADIRPM
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $161.2M | ||
| Q3 25 | $518.5M | $227.6M | ||
| Q2 25 | $569.8M | $225.8M | ||
| Q1 25 | $391.3M | $52.0M | ||
| Q4 24 | $478.1M | $183.2M | ||
| Q3 24 | $392.2M | $227.7M | ||
| Q2 24 | $302.2M | $180.6M |
毛利率ADIRPM
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 40.8% | ||
| Q3 25 | 62.1% | 42.3% | ||
| Q2 25 | 61.0% | 42.4% | ||
| Q1 25 | 59.0% | 38.4% | ||
| Q4 24 | 58.0% | 41.4% | ||
| Q3 24 | 56.7% | 42.5% | ||
| Q2 24 | 54.7% | 41.4% |
营业利润率ADIRPM
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 11.0% | ||
| Q3 25 | 28.4% | 14.1% | ||
| Q2 25 | 25.7% | 11.9% | ||
| Q1 25 | 20.3% | 2.8% | ||
| Q4 24 | 23.3% | 11.5% | ||
| Q3 24 | 21.2% | 14.8% | ||
| Q2 24 | 17.9% | 11.9% |
净利率ADIRPM
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 8.4% | ||
| Q3 25 | 18.0% | 10.8% | ||
| Q2 25 | 21.6% | 10.8% | ||
| Q1 25 | 16.1% | 3.5% | ||
| Q4 24 | 19.6% | 9.9% | ||
| Q3 24 | 17.0% | 11.6% | ||
| Q2 24 | 14.0% | 9.0% |
每股收益（稀释后）ADIRPM
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $1.26 | ||
| Q3 25 | $1.04 | $1.77 | ||
| Q2 25 | $1.14 | $1.76 | ||
| Q1 25 | $0.78 | $0.40 | ||
| Q4 24 | $0.95 | $1.42 | ||
| Q3 24 | $0.79 | $1.77 | ||
| Q2 24 | $0.61 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $33.8B | $3.1B |
| 总资产 | $48.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ADIRPM
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $316.6M | ||
| Q3 25 | $2.3B | $297.1M | ||
| Q2 25 | $2.4B | $302.1M | ||
| Q1 25 | $2.3B | $241.9M | ||
| Q4 24 | $2.4B | $268.7M | ||
| Q3 24 | $2.1B | $231.6M | ||
| Q2 24 | $2.4B | $237.4M |
总债务ADIRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益ADIRPM
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $3.1B | ||
| Q3 25 | $34.1B | $3.1B | ||
| Q2 25 | $35.0B | $2.9B | ||
| Q1 25 | $35.1B | $2.7B | ||
| Q4 24 | $35.2B | $2.7B | ||
| Q3 24 | $35.2B | $2.6B | ||
| Q2 24 | $35.2B | $2.5B |
总资产ADIRPM
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $7.9B | ||
| Q3 25 | $48.2B | $7.9B | ||
| Q2 25 | $47.3B | $7.8B | ||
| Q1 25 | $48.0B | $6.6B | ||
| Q4 24 | $48.2B | $6.7B | ||
| Q3 24 | $48.6B | $6.6B | ||
| Q2 24 | $48.9B | $6.6B |
负债/权益比ADIRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $296.4M |
| 自由现金流率自由现金流/营收 | 39.8% | 15.5% |
| 资本支出强度资本支出/营收 | 3.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.65× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $582.9M |
8季度趋势，按日历期对齐
经营现金流ADIRPM
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $345.7M | ||
| Q3 25 | $1.2B | $237.5M | ||
| Q2 25 | $819.5M | $149.2M | ||
| Q1 25 | $1.1B | $91.5M | ||
| Q4 24 | $1.1B | $279.4M | ||
| Q3 24 | $855.0M | $248.1M | ||
| Q2 24 | $807.9M | $181.2M |
自由现金流ADIRPM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $296.4M | ||
| Q3 25 | $1.1B | $175.0M | ||
| Q2 25 | $729.2M | $78.2M | ||
| Q1 25 | $977.8M | $33.3M | ||
| Q4 24 | $885.4M | $229.5M | ||
| Q3 24 | $701.1M | $197.3M | ||
| Q2 24 | $619.7M | $105.3M |
自由现金流率ADIRPM
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 15.5% | ||
| Q3 25 | 37.7% | 8.3% | ||
| Q2 25 | 27.6% | 3.8% | ||
| Q1 25 | 40.4% | 2.3% | ||
| Q4 24 | 36.2% | 12.4% | ||
| Q3 24 | 30.3% | 10.0% | ||
| Q2 24 | 28.7% | 5.2% |
资本支出强度ADIRPM
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 2.6% | ||
| Q3 25 | 2.7% | 3.0% | ||
| Q2 25 | 3.4% | 3.4% | ||
| Q1 25 | 6.1% | 3.9% | ||
| Q4 24 | 6.8% | 2.7% | ||
| Q3 24 | 6.7% | 2.6% | ||
| Q2 24 | 8.7% | 3.8% |
现金转化率ADIRPM
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 2.14× | ||
| Q3 25 | 2.25× | 1.04× | ||
| Q2 25 | 1.44× | 0.66× | ||
| Q1 25 | 2.88× | 1.76× | ||
| Q4 24 | 2.20× | 1.53× | ||
| Q3 24 | 2.18× | 1.09× | ||
| Q2 24 | 2.67× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
