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亚德诺半导体（ADI）与Synchrony Financial（SYF）财务数据对比。点击上方公司名可切换其他公司
Synchrony Financial的季度营收约是亚德诺半导体的1.5倍（$4.8B vs $3.2B），亚德诺半导体净利率更高（26.3% vs 15.8%，领先10.5%），亚德诺半导体同比增速更快（30.4% vs 3.7%），过去两年亚德诺半导体的营收复合增速更高（21.0% vs 4.0%）
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。
Synchrony Financial是总部位于美国康涅狄格州斯坦福德的消费金融服务企业，通过旗下全资网络银行子公司Synchrony Bank开展业务，面向各行业商户及个人消费者提供消费信贷、优惠融资、忠诚度计划、分期贷款等多元金融产品服务。
ADI vs SYF — 直观对比
营收规模更大
SYF
是对方的1.5倍
$3.2B
营收增速更快
ADI
高出26.7%
3.7%
净利率更高
ADI
高出10.5%
15.8%
两年增速更快
ADI
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.8B |
| 净利润 | $830.8M | $751.0M |
| 毛利率 | 64.7% | — |
| 营业利润率 | 31.5% | 20.0% |
| 净利率 | 26.3% | 15.8% |
| 营收同比 | 30.4% | 3.7% |
| 净利润同比 | 112.3% | -3.0% |
| 每股收益（稀释后） | $1.69 | $2.03 |
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ADISYF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $4.8B | ||
| Q3 25 | $2.9B | $4.7B | ||
| Q2 25 | $2.6B | $4.5B | ||
| Q1 25 | $2.4B | $4.5B | ||
| Q4 24 | $2.4B | $4.6B | ||
| Q3 24 | $2.3B | $4.6B | ||
| Q2 24 | $2.2B | $4.4B |
净利润ADISYF
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $751.0M | ||
| Q3 25 | $518.5M | $1.1B | ||
| Q2 25 | $569.8M | $967.0M | ||
| Q1 25 | $391.3M | $757.0M | ||
| Q4 24 | $478.1M | $774.0M | ||
| Q3 24 | $392.2M | $789.0M | ||
| Q2 24 | $302.2M | $643.0M |
毛利率ADISYF
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 61.0% | — | ||
| Q1 25 | 59.0% | — | ||
| Q4 24 | 58.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 54.7% | — |
营业利润率ADISYF
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 20.0% | ||
| Q3 25 | 28.4% | 30.3% | ||
| Q2 25 | 25.7% | 27.8% | ||
| Q1 25 | 20.3% | 22.0% | ||
| Q4 24 | 23.3% | 21.2% | ||
| Q3 24 | 21.2% | 22.3% | ||
| Q2 24 | 17.9% | 19.2% |
净利率ADISYF
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 15.8% | ||
| Q3 25 | 18.0% | 22.8% | ||
| Q2 25 | 21.6% | 21.4% | ||
| Q1 25 | 16.1% | 17.0% | ||
| Q4 24 | 19.6% | 16.9% | ||
| Q3 24 | 17.0% | 17.1% | ||
| Q2 24 | 14.0% | 14.6% |
每股收益（稀释后）ADISYF
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $2.03 | ||
| Q3 25 | $1.04 | $2.86 | ||
| Q2 25 | $1.14 | $2.50 | ||
| Q1 25 | $0.78 | $1.89 | ||
| Q4 24 | $0.95 | $1.92 | ||
| Q3 24 | $0.79 | $1.94 | ||
| Q2 24 | $0.61 | $1.55 |
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 | $15.0B |
| 总债务越低越好 | — | $15.2B |
| 股东权益账面价值 | $33.8B | $16.8B |
| 总资产 | $48.0B | $119.1B |
| 负债/权益比越低杠杆越低 | — | 0.91× |
8季度趋势，按日历期对齐
现金及短期投资ADISYF
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $15.0B | ||
| Q3 25 | $2.3B | $16.2B | ||
| Q2 25 | $2.4B | $19.5B | ||
| Q1 25 | $2.3B | $21.6B | ||
| Q4 24 | $2.4B | $14.7B | ||
| Q3 24 | $2.1B | $17.9B | ||
| Q2 24 | $2.4B | $18.6B |
总债务ADISYF
| Q1 26 | — | — | ||
| Q4 25 | — | $15.2B | ||
| Q3 25 | — | $14.4B | ||
| Q2 25 | — | $16.0B | ||
| Q1 25 | — | $17.0B | ||
| Q4 24 | — | $15.5B | ||
| Q3 24 | — | $15.6B | ||
| Q2 24 | — | $15.6B |
股东权益ADISYF
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $16.8B | ||
| Q3 25 | $34.1B | $17.1B | ||
| Q2 25 | $35.0B | $17.0B | ||
| Q1 25 | $35.1B | $16.6B | ||
| Q4 24 | $35.2B | $16.6B | ||
| Q3 24 | $35.2B | $16.0B | ||
| Q2 24 | $35.2B | $15.5B |
总资产ADISYF
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $119.1B | ||
| Q3 25 | $48.2B | $117.0B | ||
| Q2 25 | $47.3B | $120.5B | ||
| Q1 25 | $48.0B | $122.0B | ||
| Q4 24 | $48.2B | $119.5B | ||
| Q3 24 | $48.6B | $119.2B | ||
| Q2 24 | $48.9B | $120.5B |
负债/权益比ADISYF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.85× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | — | 1.01× |
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 | $2.5B |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 39.8% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 1.65× | 3.27× |
| 过去12个月自由现金流最近4个季度 | $4.6B | — |
8季度趋势，按日历期对齐
经营现金流ADISYF
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $819.5M | $2.6B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $855.0M | $2.8B | ||
| Q2 24 | $807.9M | $2.5B |
自由现金流ADISYF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $729.2M | — | ||
| Q1 25 | $977.8M | — | ||
| Q4 24 | $885.4M | — | ||
| Q3 24 | $701.1M | — | ||
| Q2 24 | $619.7M | — |
自由现金流率ADISYF
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 27.6% | — | ||
| Q1 25 | 40.4% | — | ||
| Q4 24 | 36.2% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 28.7% | — |
资本支出强度ADISYF
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 8.7% | — |
现金转化率ADISYF
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 3.27× | ||
| Q3 25 | 2.25× | 2.45× | ||
| Q2 25 | 1.44× | 2.65× | ||
| Q1 25 | 2.88× | 2.91× | ||
| Q4 24 | 2.20× | 3.04× | ||
| Q3 24 | 2.18× | 3.50× | ||
| Q2 24 | 2.67× | 3.86× |
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% |
SYF
暂无分部数据
