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ADVANCED ENERGY INDUSTRIES INC（AEIS）与Healthpeak Properties（DOC）财务数据对比。点击上方公司名可切换其他公司
Healthpeak Properties的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.5倍（$719.4M vs $489.4M），Healthpeak Properties净利率更高（73.2% vs 10.7%，领先62.5%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 3.1%），Healthpeak Properties自由现金流更多（$357.0M vs $43.0M），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 8.9%）
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。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
AEIS vs DOC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $719.4M |
| 净利润 | $52.3M | $114.0M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 11.6% | 17.4% |
| 净利率 | 10.7% | 73.2% |
| 营收同比 | 17.8% | 3.1% |
| 净利润同比 | 7.4% | 2406.4% |
| 每股收益（稀释后） | $1.32 | $0.16 |
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 | $719.4M | ||
| Q3 25 | $463.3M | $705.9M | ||
| Q2 25 | $441.5M | $694.3M | ||
| Q1 25 | $404.6M | $702.9M | ||
| Q4 24 | $415.4M | $698.0M | ||
| Q3 24 | $374.2M | $700.4M | ||
| Q2 24 | $364.9M | $695.5M | ||
| Q1 24 | $327.5M | $606.6M |
| Q4 25 | $52.3M | $114.0M | ||
| Q3 25 | $46.2M | $-117.1M | ||
| Q2 25 | $25.2M | $31.7M | ||
| Q1 25 | $24.7M | $42.8M | ||
| Q4 24 | $48.7M | $4.5M | ||
| Q3 24 | $-14.9M | $85.9M | ||
| Q2 24 | $15.0M | $146.0M | ||
| Q1 24 | $5.4M | $6.7M |
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | 58.6% | ||
| Q2 25 | 37.0% | 60.2% | ||
| Q1 25 | 37.2% | 61.1% | ||
| Q4 24 | 37.2% | 60.3% | ||
| Q3 24 | 35.8% | 60.0% | ||
| Q2 24 | 35.0% | 60.6% | ||
| Q1 24 | 34.5% | 59.8% |
| Q4 25 | 11.6% | 17.4% | ||
| Q3 25 | 10.6% | 9.2% | ||
| Q2 25 | 7.2% | 5.7% | ||
| Q1 25 | 7.6% | 7.7% | ||
| Q4 24 | 8.2% | -2.2% | ||
| Q3 24 | -3.0% | 14.1% | ||
| Q2 24 | 3.6% | 22.3% | ||
| Q1 24 | 0.2% | 3.7% |
| Q4 25 | 10.7% | 73.2% | ||
| Q3 25 | 10.0% | -16.6% | ||
| Q2 25 | 5.7% | 4.6% | ||
| Q1 25 | 6.1% | 6.1% | ||
| Q4 24 | 11.7% | 0.7% | ||
| Q3 24 | -4.0% | 12.3% | ||
| Q2 24 | 4.1% | 21.0% | ||
| Q1 24 | 1.6% | 1.1% |
| Q4 25 | $1.32 | $0.16 | ||
| Q3 25 | $1.20 | $-0.17 | ||
| Q2 25 | $0.67 | $0.05 | ||
| Q1 25 | $0.65 | $0.06 | ||
| Q4 24 | $1.29 | $0.02 | ||
| Q3 24 | $-0.40 | $0.12 | ||
| Q2 24 | $0.40 | $0.21 | ||
| Q1 24 | $0.14 | $0.01 |
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 | $467.5M |
| 总债务越低越好 | $567.5M | $9.8B |
| 股东权益账面价值 | $1.4B | $7.5B |
| 总资产 | $2.5B | $20.3B |
| 负债/权益比越低杠杆越低 | 0.42× | 1.31× |
8季度趋势，按日历期对齐
| Q4 25 | $791.2M | $467.5M | ||
| Q3 25 | $758.6M | $91.0M | ||
| Q2 25 | $713.5M | $89.4M | ||
| Q1 25 | $723.0M | $70.6M | ||
| Q4 24 | $722.1M | $119.8M | ||
| Q3 24 | $657.3M | $180.4M | ||
| Q2 24 | $986.1M | $106.9M | ||
| Q1 24 | $1.0B | $101.8M |
| Q4 25 | $567.5M | $9.8B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $8.9B | ||
| Q4 24 | $564.7M | $8.7B | ||
| Q3 24 | $564.0M | $8.6B | ||
| Q2 24 | $907.3M | $8.6B | ||
| Q1 24 | $911.5M | $8.8B |
| Q4 25 | $1.4B | $7.5B | ||
| Q3 25 | $1.3B | $7.6B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.2B | $8.2B | ||
| Q4 24 | $1.2B | $8.4B | ||
| Q3 24 | $1.2B | $8.6B | ||
| Q2 24 | $1.2B | $8.8B | ||
| Q1 24 | $1.1B | $8.9B |
| Q4 25 | $2.5B | $20.3B | ||
| Q3 25 | $2.4B | $19.6B | ||
| Q2 25 | $2.4B | $19.8B | ||
| Q1 25 | $2.3B | $19.8B | ||
| Q4 24 | $2.3B | $19.9B | ||
| Q3 24 | $2.2B | $20.0B | ||
| Q2 24 | $2.5B | $20.2B | ||
| Q1 24 | $2.5B | $20.5B |
| Q4 25 | 0.42× | 1.31× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | 0.47× | 1.04× | ||
| Q3 24 | 0.48× | 1.00× | ||
| Q2 24 | 0.78× | 0.98× | ||
| Q1 24 | 0.80× | 0.99× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $357.0M |
| 自由现金流率自由现金流/营收 | 8.8% | 49.6% |
| 资本支出强度资本支出/营收 | 7.7% | 124.4% |
| 现金转化率经营现金流/净利润 | 1.54× | 10.99× |
| 过去12个月自由现金流最近4个季度 | $125.9M | — |
8季度趋势，按日历期对齐
| Q4 25 | $80.5M | $1.3B | ||
| Q3 25 | $78.7M | $315.0M | ||
| Q2 25 | $45.2M | $363.5M | ||
| Q1 25 | $28.9M | $279.4M | ||
| Q4 24 | $82.7M | $1.1B | ||
| Q3 24 | $34.1M | $318.2M | ||
| Q2 24 | $6.7M | $316.2M | ||
| Q1 24 | $7.3M | $152.6M |
| Q4 25 | $43.0M | $357.0M | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $69.9M | $333.7M | ||
| Q3 24 | $21.4M | — | ||
| Q2 24 | $-8.1M | — | ||
| Q1 24 | $-9.3M | — |
| Q4 25 | 8.8% | 49.6% | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 16.8% | 47.8% | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -2.2% | — | ||
| Q1 24 | -2.9% | — |
| Q4 25 | 7.7% | 124.4% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.1% | 105.6% | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 5.1% | — |
| Q4 25 | 1.54× | 10.99× | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.79× | 11.48× | ||
| Q1 25 | 1.17× | 6.52× | ||
| Q4 24 | 1.70× | 235.43× | ||
| Q3 24 | — | 3.71× | ||
| Q2 24 | 0.45× | 2.17× | ||
| Q1 24 | 1.35× | 22.85× |
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% |
DOC
暂无分部数据
