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亚德诺半导体(ADI)与null(TISI)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null的14.1倍($3.2B vs $224.8M)。亚德诺半导体净利率更高(26.3% vs -1.7%,领先28.0%)。亚德诺半导体同比增速更快(30.4% vs 5.4%)。亚德诺半导体自由现金流更多($1.3B vs $14.6M)。过去两年亚德诺半导体的营收复合增速更高(21.0% vs 6.1%)
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。
TeamViewer SE是一家总部位于德国哥平根的国际科技企业,核心产品是同名的TeamViewer远程访问与支持软件。借助该软件,用户可对电脑、机器及各类设备实现远程连接、监控与控制,目前已广泛应用于多个行业,可助力实现产业价值链流程的数字化。
ADI vs TISI — 直观对比
营收规模更大
ADI
是对方的14.1倍
$224.8M
营收增速更快
ADI
高出25.0%
5.4%
净利率更高
ADI
高出28.0%
-1.7%
自由现金流更多
ADI
多$1.2B
$14.6M
两年增速更快
ADI
近两年复合增速
6.1%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $224.8M |
| 净利润 | $830.8M | $-3.8M |
| 毛利率 | 64.7% | 25.9% |
| 营业利润率 | 31.5% | 2.9% |
| 净利率 | 26.3% | -1.7% |
| 营收同比 | 30.4% | 5.4% |
| 净利润同比 | 112.3% | 47.4% |
| 每股收益(稀释后) | $1.69 | $-1.46 |
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
TISI
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $224.8M | ||
| Q3 25 | $2.9B | $225.0M | ||
| Q2 25 | $2.6B | $248.0M | ||
| Q1 25 | $2.4B | $198.7M | ||
| Q4 24 | $2.4B | $213.3M | ||
| Q3 24 | $2.3B | $210.8M | ||
| Q2 24 | $2.2B | $228.6M |
净利润
ADI
TISI
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $-3.8M | ||
| Q3 25 | $518.5M | $-11.4M | ||
| Q2 25 | $569.8M | $-4.3M | ||
| Q1 25 | $391.3M | $-29.7M | ||
| Q4 24 | $478.1M | $-7.2M | ||
| Q3 24 | $392.2M | $-11.1M | ||
| Q2 24 | $302.2M | $-2.8M |
毛利率
ADI
TISI
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 25.9% | ||
| Q3 25 | 62.1% | 25.8% | ||
| Q2 25 | 61.0% | 27.5% | ||
| Q1 25 | 59.0% | 23.8% | ||
| Q4 24 | 58.0% | 26.9% | ||
| Q3 24 | 56.7% | 25.4% | ||
| Q2 24 | 54.7% | 27.8% |
营业利润率
ADI
TISI
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 2.9% | ||
| Q3 25 | 28.4% | 0.6% | ||
| Q2 25 | 25.7% | 4.9% | ||
| Q1 25 | 20.3% | -3.0% | ||
| Q4 24 | 23.3% | 1.0% | ||
| Q3 24 | 21.2% | 1.5% | ||
| Q2 24 | 17.9% | 4.9% |
净利率
ADI
TISI
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | -1.7% | ||
| Q3 25 | 18.0% | -5.1% | ||
| Q2 25 | 21.6% | -1.7% | ||
| Q1 25 | 16.1% | -15.0% | ||
| Q4 24 | 19.6% | -3.4% | ||
| Q3 24 | 17.0% | -5.3% | ||
| Q2 24 | 14.0% | -1.2% |
每股收益(稀释后)
ADI
TISI
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $-1.46 | ||
| Q3 25 | $1.04 | $-2.68 | ||
| Q2 25 | $1.14 | $-0.95 | ||
| Q1 25 | $0.78 | $-6.61 | ||
| Q4 24 | $0.95 | $-1.60 | ||
| Q3 24 | $0.79 | $-2.52 | ||
| Q2 24 | $0.61 | $-0.63 |
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 | $18.1M |
| 总债务越低越好 | — | $293.3M |
| 股东权益账面价值 | $33.8B | $-24.5M |
| 总资产 | $48.0B | $485.5M |
| 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
ADI
TISI
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $18.1M | ||
| Q3 25 | $2.3B | $14.8M | ||
| Q2 25 | $2.4B | $20.7M | ||
| Q1 25 | $2.3B | $16.8M | ||
| Q4 24 | $2.4B | $35.5M | ||
| Q3 24 | $2.1B | $19.1M | ||
| Q2 24 | $2.4B | $22.5M |
总债务
ADI
TISI
| Q1 26 | — | — | ||
| Q4 25 | — | $293.3M | ||
| Q3 25 | — | $298.8M | ||
| Q2 25 | — | $366.4M | ||
| Q1 25 | — | $349.8M | ||
| Q4 24 | — | $318.6M | ||
| Q3 24 | — | $314.2M | ||
| Q2 24 | — | $313.0M |
股东权益
ADI
TISI
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $-24.5M | ||
| Q3 25 | $34.1B | $-17.7M | ||
| Q2 25 | $35.0B | $-22.9M | ||
| Q1 25 | $35.1B | $-26.0M | ||
| Q4 24 | $35.2B | $1.7M | ||
| Q3 24 | $35.2B | $17.9M | ||
| Q2 24 | $35.2B | $23.9M |
总资产
ADI
TISI
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $485.5M | ||
| Q3 25 | $48.2B | $531.0M | ||
| Q2 25 | $47.3B | $548.4M | ||
| Q1 25 | $48.0B | $515.2M | ||
| Q4 24 | $48.2B | $528.4M | ||
| Q3 24 | $48.6B | $545.4M | ||
| Q2 24 | $48.9B | $549.6M |
负债/权益比
ADI
TISI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 183.33× | ||
| Q3 24 | — | 17.55× | ||
| Q2 24 | — | 13.11× |
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 | $16.8M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $14.6M |
| 自由现金流率自由现金流/营收 | 39.8% | 6.5% |
| 资本支出强度资本支出/营收 | 3.5% | 0.9% |
| 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 | $-20.6M |
8季度趋势,按日历期对齐
经营现金流
ADI
TISI
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $16.8M | ||
| Q3 25 | $1.2B | $3.9M | ||
| Q2 25 | $819.5M | $-3.3M | ||
| Q1 25 | $1.1B | $-28.7M | ||
| Q4 24 | $1.1B | $21.6M | ||
| Q3 24 | $855.0M | $5.6M | ||
| Q2 24 | $807.9M | $-6.4M |
自由现金流
ADI
TISI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $14.6M | ||
| Q3 25 | $1.1B | $1.0M | ||
| Q2 25 | $729.2M | $-6.3M | ||
| Q1 25 | $977.8M | $-30.1M | ||
| Q4 24 | $885.4M | $19.6M | ||
| Q3 24 | $701.1M | $3.9M | ||
| Q2 24 | $619.7M | $-9.1M |
自由现金流率
ADI
TISI
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 6.5% | ||
| Q3 25 | 37.7% | 0.5% | ||
| Q2 25 | 27.6% | -2.5% | ||
| Q1 25 | 40.4% | -15.1% | ||
| Q4 24 | 36.2% | 9.2% | ||
| Q3 24 | 30.3% | 1.9% | ||
| Q2 24 | 28.7% | -4.0% |
资本支出强度
ADI
TISI
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 0.9% | ||
| Q3 25 | 2.7% | 1.3% | ||
| Q2 25 | 3.4% | 1.2% | ||
| Q1 25 | 6.1% | 0.7% | ||
| Q4 24 | 6.8% | 0.9% | ||
| Q3 24 | 6.7% | 0.8% | ||
| Q2 24 | 8.7% | 1.2% |
现金转化率
ADI
TISI
| 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% |
TISI
| Repairand Maintenance Services | $114.8M | 51% |
| Non Destructive Evaluation And Testing Services | $84.9M | 38% |
| Heat Treating | $14.2M | 6% |
| Other Services | $9.3M | 4% |