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ADVANCED ENERGY INDUSTRIES INC（AEIS）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.7倍（$828.2M vs $489.4M），Rithm Capital Corp.净利率更高（13.2% vs 10.7%，领先2.5%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs -40.0%），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
AEIS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.7倍
$489.4M
营收增速更快
AEIS
高出57.8%
-40.0%
净利率更高
RITM
高出2.5%
10.7%
两年增速更快
AEIS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $828.2M |
| 净利润 | $52.3M | $109.5M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 11.6% | — |
| 净利率 | 10.7% | 13.2% |
| 营收同比 | 17.8% | -40.0% |
| 净利润同比 | 7.4% | 20.9% |
| 每股收益（稀释后） | $1.32 | $0.12 |
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AEISRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $489.4M | $1.5B | ||
| Q3 25 | $463.3M | $1.1B | ||
| Q2 25 | $441.5M | $1.2B | ||
| Q1 25 | $404.6M | $768.4M | ||
| Q4 24 | $415.4M | $2.1B | ||
| Q3 24 | $374.2M | $619.5M | ||
| Q2 24 | $364.9M | $1.2B |
净利润AEISRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $52.3M | $85.0M | ||
| Q3 25 | $46.2M | $221.5M | ||
| Q2 25 | $25.2M | $311.7M | ||
| Q1 25 | $24.7M | $78.8M | ||
| Q4 24 | $48.7M | $290.2M | ||
| Q3 24 | $-14.9M | $121.7M | ||
| Q2 24 | $15.0M | $235.6M |
毛利率AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 37.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 35.0% | — |
营业利润率AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 13.8% | ||
| Q3 25 | 10.6% | 21.4% | ||
| Q2 25 | 7.2% | 25.2% | ||
| Q1 25 | 7.6% | 7.4% | ||
| Q4 24 | 8.2% | 23.8% | ||
| Q3 24 | -3.0% | 7.3% | ||
| Q2 24 | 3.6% | 23.6% |
净利率AEISRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.7% | 5.7% | ||
| Q3 25 | 10.0% | 20.0% | ||
| Q2 25 | 5.7% | 25.6% | ||
| Q1 25 | 6.1% | 10.3% | ||
| Q4 24 | 11.7% | 14.0% | ||
| Q3 24 | -4.0% | 19.7% | ||
| Q2 24 | 4.1% | 19.2% |
每股收益（稀释后）AEISRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.32 | $0.09 | ||
| Q3 25 | $1.20 | $0.35 | ||
| Q2 25 | $0.67 | $0.53 | ||
| Q1 25 | $0.65 | $0.07 | ||
| Q4 24 | $1.29 | $0.50 | ||
| Q3 24 | $-0.40 | $0.20 | ||
| Q2 24 | $0.40 | $0.43 |
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 | — |
| 总债务越低越好 | $567.5M | — |
| 股东权益账面价值 | $1.4B | $9.1B |
| 总资产 | $2.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | $791.2M | $1.8B | ||
| Q3 25 | $758.6M | $1.6B | ||
| Q2 25 | $713.5M | $1.6B | ||
| Q1 25 | $723.0M | $1.5B | ||
| Q4 24 | $722.1M | $1.5B | ||
| Q3 24 | $657.3M | $1.6B | ||
| Q2 24 | $986.1M | $1.2B |
总债务AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | $567.5M | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $564.7M | $32.6B | ||
| Q3 24 | $564.0M | $29.6B | ||
| Q2 24 | $907.3M | $30.1B |
股东权益AEISRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $8.4B | ||
| Q3 25 | $1.3B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.2B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
总资产AEISRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.5B | $53.1B | ||
| Q3 25 | $2.4B | $47.2B | ||
| Q2 25 | $2.4B | $44.3B | ||
| Q1 25 | $2.3B | $45.3B | ||
| Q4 24 | $2.3B | $46.0B | ||
| Q3 24 | $2.2B | $42.3B | ||
| Q2 24 | $2.5B | $42.0B |
负债/权益比AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.47× | 4.18× | ||
| Q3 24 | 0.48× | 3.87× | ||
| Q2 24 | 0.78× | 4.10× |
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 | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | $80.5M | $-114.6M | ||
| Q3 25 | $78.7M | $-2.0B | ||
| Q2 25 | $45.2M | $-557.1M | ||
| Q1 25 | $28.9M | $1.4B | ||
| Q4 24 | $82.7M | $-1.8B | ||
| Q3 24 | $34.1M | $768.1M | ||
| Q2 24 | $6.7M | $-55.7M |
自由现金流AEISRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率AEISRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度AEISRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率AEISRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | -1.35× | ||
| Q3 25 | 1.70× | -9.22× | ||
| Q2 25 | 1.79× | -1.79× | ||
| Q1 25 | 1.17× | 18.03× | ||
| Q4 24 | 1.70× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 0.45× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
