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ADVANCED ENERGY INDUSTRIES INC（AEIS）与Arteris, Inc.（AIP）财务数据对比。点击上方公司名可切换其他公司
ADVANCED ENERGY INDUSTRIES INC的季度营收约是Arteris, Inc.的24.3倍（$489.4M vs $20.1M）。ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs -42.2%，领先52.9%）。Arteris, Inc.同比增速更快（30.0% vs 17.8%）。ADVANCED ENERGY INDUSTRIES INC自由现金流更多（$43.0M vs $3.0M）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 22.2%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
AEIS vs AIP — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $20.1M |
| 净利润 | $52.3M | $-8.5M |
| 毛利率 | 38.6% | 90.8% |
| 营业利润率 | 11.6% | -42.0% |
| 净利率 | 10.7% | -42.2% |
| 营收同比 | 17.8% | 30.0% |
| 净利润同比 | 7.4% | -3.7% |
| 每股收益（稀释后） | $1.32 | $-0.19 |
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
| Q4 25 | $489.4M | $20.1M | ||
| Q3 25 | $463.3M | $17.4M | ||
| Q2 25 | $441.5M | $16.5M | ||
| Q1 25 | $404.6M | $16.5M | ||
| Q4 24 | $415.4M | $15.5M | ||
| Q3 24 | $374.2M | $14.7M | ||
| Q2 24 | $364.9M | $14.6M | ||
| Q1 24 | $327.5M | $12.9M |
| Q4 25 | $52.3M | $-8.5M | ||
| Q3 25 | $46.2M | $-9.0M | ||
| Q2 25 | $25.2M | $-9.1M | ||
| Q1 25 | $24.7M | $-8.1M | ||
| Q4 24 | $48.7M | $-8.2M | ||
| Q3 24 | $-14.9M | $-7.7M | ||
| Q2 24 | $15.0M | $-8.3M | ||
| Q1 24 | $5.4M | $-9.4M |
| Q4 25 | 38.6% | 90.8% | ||
| Q3 25 | 37.6% | 89.9% | ||
| Q2 25 | 37.0% | 89.4% | ||
| Q1 25 | 37.2% | 90.8% | ||
| Q4 24 | 37.2% | 89.8% | ||
| Q3 24 | 35.8% | 90.1% | ||
| Q2 24 | 35.0% | 90.0% | ||
| Q1 24 | 34.5% | 88.7% |
| Q4 25 | 11.6% | -42.0% | ||
| Q3 25 | 10.6% | -50.1% | ||
| Q2 25 | 7.2% | -50.0% | ||
| Q1 25 | 7.6% | -46.6% | ||
| Q4 24 | 8.2% | -45.9% | ||
| Q3 24 | -3.0% | -53.8% | ||
| Q2 24 | 3.6% | -51.1% | ||
| Q1 24 | 0.2% | -70.5% |
| Q4 25 | 10.7% | -42.2% | ||
| Q3 25 | 10.0% | -51.6% | ||
| Q2 25 | 5.7% | -55.3% | ||
| Q1 25 | 6.1% | -49.1% | ||
| Q4 24 | 11.7% | -53.0% | ||
| Q3 24 | -4.0% | -52.2% | ||
| Q2 24 | 4.1% | -57.2% | ||
| Q1 24 | 1.6% | -72.6% |
| Q4 25 | $1.32 | $-0.19 | ||
| Q3 25 | $1.20 | $-0.21 | ||
| Q2 25 | $0.67 | $-0.22 | ||
| Q1 25 | $0.65 | $-0.20 | ||
| Q4 24 | $1.29 | $-0.19 | ||
| Q3 24 | $-0.40 | $-0.20 | ||
| Q2 24 | $0.40 | $-0.22 | ||
| Q1 24 | $0.14 | $-0.25 |
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 | $791.2M | $33.9M |
| 总债务越低越好 | $567.5M | — |
| 股东权益账面价值 | $1.4B | $-14.6M |
| 总资产 | $2.5B | $115.0M |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
| Q4 25 | $791.2M | $33.9M | ||
| Q3 25 | $758.6M | $39.0M | ||
| Q2 25 | $713.5M | $38.0M | ||
| Q1 25 | $723.0M | $42.3M | ||
| Q4 24 | $722.1M | $43.8M | ||
| Q3 24 | $657.3M | $48.7M | ||
| Q2 24 | $986.1M | $45.8M | ||
| Q1 24 | $1.0B | $44.8M |
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
| Q4 25 | $1.4B | $-14.6M | ||
| Q3 25 | $1.3B | $-11.4M | ||
| Q2 25 | $1.3B | $-7.5M | ||
| Q1 25 | $1.2B | $-4.8M | ||
| Q4 24 | $1.2B | $-1.2M | ||
| Q3 24 | $1.2B | $2.2M | ||
| Q2 24 | $1.2B | $5.3M | ||
| Q1 24 | $1.1B | $9.5M |
| Q4 25 | $2.5B | $115.0M | ||
| Q3 25 | $2.4B | $107.7M | ||
| Q2 25 | $2.4B | $106.9M | ||
| Q1 25 | $2.3B | $98.3M | ||
| Q4 24 | $2.3B | $106.1M | ||
| Q3 24 | $2.2B | $97.7M | ||
| Q2 24 | $2.5B | $96.4M | ||
| Q1 24 | $2.5B | $101.4M |
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
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 | $80.5M | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $3.0M |
| 自由现金流率自由现金流/营收 | 8.8% | 15.1% |
| 资本支出强度资本支出/营收 | 7.7% | 0.7% |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | $125.9M | $5.3M |
8季度趋势，按日历期对齐
| Q4 25 | $80.5M | $3.2M | ||
| Q3 25 | $78.7M | $3.2M | ||
| Q2 25 | $45.2M | $-2.5M | ||
| Q1 25 | $28.9M | $2.9M | ||
| Q4 24 | $82.7M | $-2.6M | ||
| Q3 24 | $34.1M | $1.1M | ||
| Q2 24 | $6.7M | $311.0K | ||
| Q1 24 | $7.3M | $477.0K |
| Q4 25 | $43.0M | $3.0M | ||
| Q3 25 | $50.8M | $2.5M | ||
| Q2 25 | $17.1M | $-2.8M | ||
| Q1 25 | $15.0M | $2.7M | ||
| Q4 24 | $69.9M | $-2.7M | ||
| Q3 24 | $21.4M | $1.1M | ||
| Q2 24 | $-8.1M | $264.0K | ||
| Q1 24 | $-9.3M | $281.0K |
| Q4 25 | 8.8% | 15.1% | ||
| Q3 25 | 11.0% | 14.2% | ||
| Q2 25 | 3.9% | -17.2% | ||
| Q1 25 | 3.7% | 16.2% | ||
| Q4 24 | 16.8% | -17.3% | ||
| Q3 24 | 5.7% | 7.4% | ||
| Q2 24 | -2.2% | 1.8% | ||
| Q1 24 | -2.9% | 2.2% |
| Q4 25 | 7.7% | 0.7% | ||
| Q3 25 | 6.0% | 4.1% | ||
| Q2 25 | 6.4% | 2.2% | ||
| Q1 25 | 3.4% | 1.1% | ||
| Q4 24 | 3.1% | 0.3% | ||
| Q3 24 | 3.4% | 0.2% | ||
| Q2 24 | 4.0% | 0.3% | ||
| Q1 24 | 5.1% | 1.5% |
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 1.35× | — |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
