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ADVANCED ENERGY INDUSTRIES INC（AEIS）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.3倍（$622.0M vs $489.4M），Royalty Pharma plc净利率更高（34.4% vs 10.7%，领先23.8%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 4.8%），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AEIS vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.3倍
$489.4M
营收增速更快
AEIS
高出13.0%
4.8%
净利率更高
RPRX
高出23.8%
10.7%
两年增速更快
AEIS
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $622.0M |
| 净利润 | $52.3M | $214.2M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 11.6% | 62.4% |
| 净利率 | 10.7% | 34.4% |
| 营收同比 | 17.8% | 4.8% |
| 净利润同比 | 7.4% | 2.9% |
| 每股收益（稀释后） | $1.32 | $0.49 |
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AEISRPRX
| Q4 25 | $489.4M | $622.0M | ||
| Q3 25 | $463.3M | $609.3M | ||
| Q2 25 | $441.5M | $578.7M | ||
| Q1 25 | $404.6M | $568.2M | ||
| Q4 24 | $415.4M | $593.6M | ||
| Q3 24 | $374.2M | $564.7M | ||
| Q2 24 | $364.9M | $537.3M | ||
| Q1 24 | $327.5M | $568.0M |
净利润AEISRPRX
| Q4 25 | $52.3M | $214.2M | ||
| Q3 25 | $46.2M | $288.2M | ||
| Q2 25 | $25.2M | $30.2M | ||
| Q1 25 | $24.7M | $238.3M | ||
| Q4 24 | $48.7M | $208.2M | ||
| Q3 24 | $-14.9M | $544.0M | ||
| Q2 24 | $15.0M | $102.0M | ||
| Q1 24 | $5.4M | $4.8M |
毛利率AEISRPRX
| 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% | — | ||
| Q1 24 | 34.5% | — |
营业利润率AEISRPRX
| Q4 25 | 11.6% | 62.4% | ||
| Q3 25 | 10.6% | 70.1% | ||
| Q2 25 | 7.2% | 36.3% | ||
| Q1 25 | 7.6% | 94.0% | ||
| Q4 24 | 8.2% | 60.9% | ||
| Q3 24 | -3.0% | — | ||
| Q2 24 | 3.6% | 50.2% | ||
| Q1 24 | 0.2% | -13.0% |
净利率AEISRPRX
| Q4 25 | 10.7% | 34.4% | ||
| Q3 25 | 10.0% | 47.3% | ||
| Q2 25 | 5.7% | 5.2% | ||
| Q1 25 | 6.1% | 41.9% | ||
| Q4 24 | 11.7% | 35.1% | ||
| Q3 24 | -4.0% | 96.3% | ||
| Q2 24 | 4.1% | 19.0% | ||
| Q1 24 | 1.6% | 0.8% |
每股收益（稀释后）AEISRPRX
| Q4 25 | $1.32 | $0.49 | ||
| Q3 25 | $1.20 | $0.67 | ||
| Q2 25 | $0.67 | $0.07 | ||
| Q1 25 | $0.65 | $0.55 | ||
| Q4 24 | $1.29 | $0.46 | ||
| Q3 24 | $-0.40 | $1.21 | ||
| Q2 24 | $0.40 | $0.23 | ||
| 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 | $618.7M |
| 总债务越低越好 | $567.5M | $9.0B |
| 股东权益账面价值 | $1.4B | $9.7B |
| 总资产 | $2.5B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AEISRPRX
| Q4 25 | $791.2M | $618.7M | ||
| Q3 25 | $758.6M | $938.9M | ||
| Q2 25 | $713.5M | $631.9M | ||
| Q1 25 | $723.0M | $1.1B | ||
| Q4 24 | $722.1M | $929.0M | ||
| Q3 24 | $657.3M | $950.1M | ||
| Q2 24 | $986.1M | $1.8B | ||
| Q1 24 | $1.0B | $843.0M |
总债务AEISRPRX
| Q4 25 | $567.5M | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $564.7M | $7.6B | ||
| Q3 24 | $564.0M | $7.6B | ||
| Q2 24 | $907.3M | $7.6B | ||
| Q1 24 | $911.5M | $6.1B |
股东权益AEISRPRX
| Q4 25 | $1.4B | $9.7B | ||
| Q3 25 | $1.3B | $9.6B | ||
| Q2 25 | $1.3B | $9.5B | ||
| Q1 25 | $1.2B | $9.8B | ||
| Q4 24 | $1.2B | $10.3B | ||
| Q3 24 | $1.2B | $10.3B | ||
| Q2 24 | $1.2B | $9.8B | ||
| Q1 24 | $1.1B | $9.9B |
总资产AEISRPRX
| Q4 25 | $2.5B | $19.6B | ||
| Q3 25 | $2.4B | $19.3B | ||
| Q2 25 | $2.4B | $18.3B | ||
| Q1 25 | $2.3B | $17.6B | ||
| Q4 24 | $2.3B | $18.2B | ||
| Q3 24 | $2.2B | $18.0B | ||
| Q2 24 | $2.5B | $17.7B | ||
| Q1 24 | $2.5B | $16.1B |
负债/权益比AEISRPRX
| Q4 25 | 0.42× | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.47× | 0.74× | ||
| Q3 24 | 0.48× | 0.74× | ||
| Q2 24 | 0.78× | 0.78× | ||
| Q1 24 | 0.80× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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AEISRPRX
| Q4 25 | $80.5M | $827.1M | ||
| Q3 25 | $78.7M | $702.6M | ||
| Q2 25 | $45.2M | $364.0M | ||
| Q1 25 | $28.9M | $596.1M | ||
| Q4 24 | $82.7M | $742.5M | ||
| Q3 24 | $34.1M | $703.6M | ||
| Q2 24 | $6.7M | $658.2M | ||
| Q1 24 | $7.3M | $664.6M |
自由现金流AEISRPRX
| 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 24 | $-9.3M | — |
自由现金流率AEISRPRX
| 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 24 | -2.9% | — |
资本支出强度AEISRPRX
| 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 24 | 5.1% | — |
现金转化率AEISRPRX
| Q4 25 | 1.54× | 3.86× | ||
| Q3 25 | 1.70× | 2.44× | ||
| Q2 25 | 1.79× | 12.06× | ||
| Q1 25 | 1.17× | 2.50× | ||
| Q4 24 | 1.70× | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | 0.45× | 6.45× | ||
| Q1 24 | 1.35× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
