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ADVANCED ENERGY INDUSTRIES INC(AEIS)与美泰(MAT)财务数据对比。点击上方公司名可切换其他公司
美泰的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.8倍($862.2M vs $489.4M),ADVANCED ENERGY INDUSTRIES INC净利率更高(10.7% vs 7.1%,领先3.6%),ADVANCED ENERGY INDUSTRIES INC同比增速更快(17.8% vs 4.3%),ADVANCED ENERGY INDUSTRIES INC自由现金流更多($43.0M vs $-88.1M),过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高(22.2% vs -10.6%)
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。
美泰是美国知名玩具及娱乐企业,旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions,更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
AEIS vs MAT — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $489.4M | $862.2M |
| 净利润 | $52.3M | $61.0M |
| 毛利率 | 38.6% | 44.9% |
| 营业利润率 | 11.6% | — |
| 净利率 | 10.7% | 7.1% |
| 营收同比 | 17.8% | 4.3% |
| 净利润同比 | 7.4% | 251.4% |
| 每股收益(稀释后) | $1.32 | $0.20 |
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
| Q1 26 | — | $862.2M | ||
| Q4 25 | $489.4M | $1.8B | ||
| Q3 25 | $463.3M | $1.7B | ||
| Q2 25 | $441.5M | $1.0B | ||
| Q1 25 | $404.6M | $826.6M | ||
| Q4 24 | $415.4M | $1.6B | ||
| Q3 24 | $374.2M | $1.8B | ||
| Q2 24 | $364.9M | $1.1B |
| Q1 26 | — | $61.0M | ||
| Q4 25 | $52.3M | $106.2M | ||
| Q3 25 | $46.2M | $278.4M | ||
| Q2 25 | $25.2M | $53.4M | ||
| Q1 25 | $24.7M | $-40.3M | ||
| Q4 24 | $48.7M | $140.9M | ||
| Q3 24 | $-14.9M | $372.4M | ||
| Q2 24 | $15.0M | $56.9M |
| Q1 26 | — | 44.9% | ||
| Q4 25 | 38.6% | 45.9% | ||
| Q3 25 | 37.6% | 50.0% | ||
| Q2 25 | 37.0% | 50.9% | ||
| Q1 25 | 37.2% | 49.4% | ||
| Q4 24 | 37.2% | 50.7% | ||
| Q3 24 | 35.8% | 53.1% | ||
| Q2 24 | 35.0% | 49.2% |
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 8.0% | ||
| Q3 25 | 10.6% | 21.9% | ||
| Q2 25 | 7.2% | 7.7% | ||
| Q1 25 | 7.6% | -6.4% | ||
| Q4 24 | 8.2% | 9.6% | ||
| Q3 24 | -3.0% | 26.5% | ||
| Q2 24 | 3.6% | 7.7% |
| Q1 26 | — | 7.1% | ||
| Q4 25 | 10.7% | 6.0% | ||
| Q3 25 | 10.0% | 16.0% | ||
| Q2 25 | 5.7% | 5.2% | ||
| Q1 25 | 6.1% | -4.9% | ||
| Q4 24 | 11.7% | 8.6% | ||
| Q3 24 | -4.0% | 20.2% | ||
| Q2 24 | 4.1% | 5.3% |
| Q1 26 | — | $0.20 | ||
| Q4 25 | $1.32 | $0.32 | ||
| Q3 25 | $1.20 | $0.88 | ||
| Q2 25 | $0.67 | $0.16 | ||
| Q1 25 | $0.65 | $-0.12 | ||
| Q4 24 | $1.29 | $0.40 | ||
| Q3 24 | $-0.40 | $1.09 | ||
| Q2 24 | $0.40 | $0.17 |
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 | $866.0M |
| 总债务越低越好 | $567.5M | $2.3B |
| 股东权益账面价值 | $1.4B | $2.1B |
| 总资产 | $2.5B | $6.3B |
| 负债/权益比越低杠杆越低 | 0.42× | 1.11× |
8季度趋势,按日历期对齐
| Q1 26 | — | $866.0M | ||
| Q4 25 | $791.2M | $1.2B | ||
| Q3 25 | $758.6M | $691.9M | ||
| Q2 25 | $713.5M | $870.5M | ||
| Q1 25 | $723.0M | $1.2B | ||
| Q4 24 | $722.1M | $1.4B | ||
| Q3 24 | $657.3M | $723.5M | ||
| Q2 24 | $986.1M | $722.4M |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $567.5M | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $564.7M | $2.3B | ||
| Q3 24 | $564.0M | $2.3B | ||
| Q2 24 | $907.3M | $2.3B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $1.2B | $2.0B |
| Q1 26 | — | $6.3B | ||
| Q4 25 | $2.5B | $6.6B | ||
| Q3 25 | $2.4B | $6.6B | ||
| Q2 25 | $2.4B | $6.2B | ||
| Q1 25 | $2.3B | $6.2B | ||
| Q4 24 | $2.3B | $6.5B | ||
| Q3 24 | $2.2B | $6.5B | ||
| Q2 24 | $2.5B | $5.9B |
| Q1 26 | — | 1.11× | ||
| Q4 25 | 0.42× | 1.04× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 0.47× | 1.03× | ||
| Q3 24 | 0.48× | 1.01× | ||
| Q2 24 | 0.78× | 1.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $-88.1M |
| 自由现金流率自由现金流/营收 | 8.8% | -10.2% |
| 资本支出强度资本支出/营收 | 7.7% | 7.6% |
| 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 | — |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $80.5M | $796.6M | ||
| Q3 25 | $78.7M | $72.0M | ||
| Q2 25 | $45.2M | $-300.1M | ||
| Q1 25 | $28.9M | $24.8M | ||
| Q4 24 | $82.7M | $862.1M | ||
| Q3 24 | $34.1M | $155.8M | ||
| Q2 24 | $6.7M | $-252.9M |
| Q1 26 | — | $-88.1M | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $69.9M | — | ||
| Q3 24 | $21.4M | — | ||
| Q2 24 | $-8.1M | — |
| Q1 26 | — | -10.2% | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -2.2% | — |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 7.50× | ||
| Q3 25 | 1.70× | 0.26× | ||
| Q2 25 | 1.79× | -5.62× | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 1.70× | 6.12× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | 0.45× | -4.45× |
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% |
MAT
暂无分部数据