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ADVANCED ENERGY INDUSTRIES INC（AEIS）与ALLEGRO MICROSYSTEMS, INC.（ALGM）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ALLEGRO MICROSYSTEMS, INC.的2.1倍（$489.4M vs $229.2M）。ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 3.6%，领先7.1%）。ALLEGRO MICROSYSTEMS, INC.同比增速更快（28.9% vs 17.8%）。ADVANCED ENERGY INDUSTRIES INC自由现金流更多（$43.0M vs $41.3M）。过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs -2.4%）
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。
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
AEIS vs ALGM — 直观对比
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $229.2M |
| 净利润 | $52.3M | $8.3M |
| 毛利率 | 38.6% | 46.7% |
| 营业利润率 | 11.6% | 4.2% |
| 净利率 | 10.7% | 3.6% |
| 营收同比 | 17.8% | 28.9% |
| 净利润同比 | 7.4% | 221.0% |
| 每股收益（稀释后） | $1.32 | $0.04 |
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 | $229.2M | ||
| Q3 25 | $463.3M | $214.3M | ||
| Q2 25 | $441.5M | $203.4M | ||
| Q1 25 | $404.6M | $192.8M | ||
| Q4 24 | $415.4M | $177.9M | ||
| Q3 24 | $374.2M | $187.4M | ||
| Q2 24 | $364.9M | $166.9M | ||
| Q1 24 | $327.5M | $240.6M |
| Q4 25 | $52.3M | $8.3M | ||
| Q3 25 | $46.2M | $6.5M | ||
| Q2 25 | $25.2M | $-13.2M | ||
| Q1 25 | $24.7M | $-14.8M | ||
| Q4 24 | $48.7M | $-6.9M | ||
| Q3 24 | $-14.9M | $-33.7M | ||
| Q2 24 | $15.0M | $-17.7M | ||
| Q1 24 | $5.4M | $-7.1M |
| Q4 25 | 38.6% | 46.7% | ||
| Q3 25 | 37.6% | 46.3% | ||
| Q2 25 | 37.0% | 44.9% | ||
| Q1 25 | 37.2% | 41.4% | ||
| Q4 24 | 37.2% | 45.7% | ||
| Q3 24 | 35.8% | 45.7% | ||
| Q2 24 | 35.0% | 44.8% | ||
| Q1 24 | 34.5% | 51.2% |
| Q4 25 | 11.6% | 4.2% | ||
| Q3 25 | 10.6% | 2.9% | ||
| Q2 25 | 7.2% | -1.3% | ||
| Q1 25 | 7.6% | -6.8% | ||
| Q4 24 | 8.2% | -0.0% | ||
| Q3 24 | -3.0% | 2.2% | ||
| Q2 24 | 3.6% | -6.4% | ||
| Q1 24 | 0.2% | 6.6% |
| Q4 25 | 10.7% | 3.6% | ||
| Q3 25 | 10.0% | 3.0% | ||
| Q2 25 | 5.7% | -6.5% | ||
| Q1 25 | 6.1% | -7.7% | ||
| Q4 24 | 11.7% | -3.9% | ||
| Q3 24 | -4.0% | -18.0% | ||
| Q2 24 | 4.1% | -10.6% | ||
| Q1 24 | 1.6% | -3.0% |
| Q4 25 | $1.32 | $0.04 | ||
| Q3 25 | $1.20 | $0.03 | ||
| Q2 25 | $0.67 | $-0.07 | ||
| Q1 25 | $0.65 | $-0.08 | ||
| Q4 24 | $1.29 | $-0.04 | ||
| Q3 24 | $-0.40 | $-0.18 | ||
| Q2 24 | $0.40 | $-0.09 | ||
| Q1 24 | $0.14 | $-0.04 |
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 | $155.2M |
| 总债务越低越好 | $567.5M | $280.7M |
| 股东权益账面价值 | $1.4B | $962.7M |
| 总资产 | $2.5B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.29× |
8季度趋势，按日历期对齐
| Q4 25 | $791.2M | $155.2M | ||
| Q3 25 | $758.6M | $117.5M | ||
| Q2 25 | $713.5M | $129.1M | ||
| Q1 25 | $723.0M | $121.3M | ||
| Q4 24 | $722.1M | $138.5M | ||
| Q3 24 | $657.3M | $188.8M | ||
| Q2 24 | $986.1M | $173.1M | ||
| Q1 24 | $1.0B | $212.1M |
| Q4 25 | $567.5M | $280.7M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | $304.8M | ||
| Q1 25 | — | $338.9M | ||
| Q4 24 | $564.7M | $368.7M | ||
| Q3 24 | $564.0M | $393.0M | ||
| Q2 24 | $907.3M | $195.8M | ||
| Q1 24 | $911.5M | $245.1M |
| Q4 25 | $1.4B | $962.7M | ||
| Q3 25 | $1.3B | $944.2M | ||
| Q2 25 | $1.3B | $922.7M | ||
| Q1 25 | $1.2B | $929.6M | ||
| Q4 24 | $1.2B | $933.0M | ||
| Q3 24 | $1.2B | $937.3M | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.5B | $1.4B | ||
| Q1 24 | $2.5B | $1.5B |
| Q4 25 | 0.42× | 0.29× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | 0.47× | 0.40× | ||
| Q3 24 | 0.48× | 0.42× | ||
| Q2 24 | 0.78× | 0.18× | ||
| Q1 24 | 0.80× | 0.22× |
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 | $45.4M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $41.3M |
| 自由现金流率自由现金流/营收 | 8.8% | 18.0% |
| 资本支出强度资本支出/营收 | 7.7% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.54× | 5.47× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $121.2M |
8季度趋势，按日历期对齐
| Q4 25 | $80.5M | $45.4M | ||
| Q3 25 | $78.7M | $20.4M | ||
| Q2 25 | $45.2M | $61.6M | ||
| Q1 25 | $28.9M | $20.4M | ||
| Q4 24 | $82.7M | $-8.2M | ||
| Q3 24 | $34.1M | $15.5M | ||
| Q2 24 | $6.7M | $34.2M | ||
| Q1 24 | $7.3M | $12.8M |
| Q4 25 | $43.0M | $41.3M | ||
| Q3 25 | $50.8M | $13.9M | ||
| Q2 25 | $17.1M | $51.0M | ||
| Q1 25 | $15.0M | $15.0M | ||
| Q4 24 | $69.9M | $-21.8M | ||
| Q3 24 | $21.4M | $5.6M | ||
| Q2 24 | $-8.1M | $23.2M | ||
| Q1 24 | $-9.3M | $-1.5M |
| Q4 25 | 8.8% | 18.0% | ||
| Q3 25 | 11.0% | 6.5% | ||
| Q2 25 | 3.9% | 25.1% | ||
| Q1 25 | 3.7% | 7.8% | ||
| Q4 24 | 16.8% | -12.3% | ||
| Q3 24 | 5.7% | 3.0% | ||
| Q2 24 | -2.2% | 13.9% | ||
| Q1 24 | -2.9% | -0.6% |
| Q4 25 | 7.7% | 1.8% | ||
| Q3 25 | 6.0% | 3.0% | ||
| Q2 25 | 6.4% | 5.2% | ||
| Q1 25 | 3.4% | 2.8% | ||
| Q4 24 | 3.1% | 7.7% | ||
| Q3 24 | 3.4% | 5.3% | ||
| Q2 24 | 4.0% | 6.6% | ||
| Q1 24 | 5.1% | 5.9% |
| Q4 25 | 1.54× | 5.47× | ||
| Q3 25 | 1.70× | 3.12× | ||
| 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% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
