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ADVANCED ENERGY INDUSTRIES INC（AEIS）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.6倍（$766.5M vs $489.4M），ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 2.2%，领先8.5%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 2.5%），ADVANCED ENERGY INDUSTRIES INC自由现金流更多（$43.0M vs $28.9M），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
AEIS vs SCSC — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $766.5M |
| 净利润 | $52.3M | $16.5M |
| 毛利率 | 38.6% | 13.4% |
| 营业利润率 | 11.6% | 2.3% |
| 净利率 | 10.7% | 2.2% |
| 营收同比 | 17.8% | 2.5% |
| 净利润同比 | 7.4% | -3.3% |
| 每股收益（稀释后） | $1.32 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $463.3M | $739.6M | ||
| Q2 25 | $441.5M | $812.9M | ||
| Q1 25 | $404.6M | $704.8M | ||
| Q4 24 | $415.4M | $747.5M | ||
| Q3 24 | $374.2M | $775.6M | ||
| Q2 24 | $364.9M | $746.1M | ||
| Q1 24 | $327.5M | $752.6M |
| Q4 25 | $52.3M | $16.5M | ||
| Q3 25 | $46.2M | $19.9M | ||
| Q2 25 | $25.2M | $20.1M | ||
| Q1 25 | $24.7M | $17.4M | ||
| Q4 24 | $48.7M | $17.1M | ||
| Q3 24 | $-14.9M | $17.0M | ||
| Q2 24 | $15.0M | $16.1M | ||
| Q1 24 | $5.4M | $12.8M |
| Q4 25 | 38.6% | 13.4% | ||
| Q3 25 | 37.6% | 14.5% | ||
| Q2 25 | 37.0% | 12.9% | ||
| Q1 25 | 37.2% | 14.2% | ||
| Q4 24 | 37.2% | 13.6% | ||
| Q3 24 | 35.8% | 13.1% | ||
| Q2 24 | 35.0% | 13.0% | ||
| Q1 24 | 34.5% | 12.6% |
| Q4 25 | 11.6% | 2.3% | ||
| Q3 25 | 10.6% | 3.5% | ||
| Q2 25 | 7.2% | 3.3% | ||
| Q1 25 | 7.6% | 3.2% | ||
| Q4 24 | 8.2% | 2.5% | ||
| Q3 24 | -3.0% | 2.3% | ||
| Q2 24 | 3.6% | 2.9% | ||
| Q1 24 | 0.2% | 2.3% |
| Q4 25 | 10.7% | 2.2% | ||
| Q3 25 | 10.0% | 2.7% | ||
| Q2 25 | 5.7% | 2.5% | ||
| Q1 25 | 6.1% | 2.5% | ||
| Q4 24 | 11.7% | 2.3% | ||
| Q3 24 | -4.0% | 2.2% | ||
| Q2 24 | 4.1% | 2.2% | ||
| Q1 24 | 1.6% | 1.7% |
| Q4 25 | $1.32 | $0.75 | ||
| Q3 25 | $1.20 | $0.89 | ||
| Q2 25 | $0.67 | $0.87 | ||
| Q1 25 | $0.65 | $0.74 | ||
| Q4 24 | $1.29 | $0.70 | ||
| Q3 24 | $-0.40 | $0.69 | ||
| Q2 24 | $0.40 | $0.66 | ||
| Q1 24 | $0.14 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $567.5M | — |
| 股东权益账面价值 | $1.4B | $910.9M |
| 总资产 | $2.5B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
| Q4 25 | $791.2M | $83.5M | ||
| Q3 25 | $758.6M | $124.9M | ||
| Q2 25 | $713.5M | $126.2M | ||
| Q1 25 | $723.0M | $146.3M | ||
| Q4 24 | $722.1M | $110.5M | ||
| Q3 24 | $657.3M | $145.0M | ||
| Q2 24 | $986.1M | $185.5M | ||
| Q1 24 | $1.0B | $159.1M |
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
| Q4 25 | $1.4B | $910.9M | ||
| Q3 25 | $1.3B | $914.0M | ||
| Q2 25 | $1.3B | $906.4M | ||
| Q1 25 | $1.2B | $901.7M | ||
| Q4 24 | $1.2B | $900.7M | ||
| Q3 24 | $1.2B | $920.9M | ||
| Q2 24 | $1.2B | $924.3M | ||
| Q1 24 | $1.1B | $944.1M |
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.3B | $1.7B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B | ||
| Q1 24 | $2.5B | $1.8B |
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $28.9M |
| 自由现金流率自由现金流/营收 | 8.8% | 3.8% |
| 资本支出强度资本支出/营收 | 7.7% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.54× | 1.87× |
| 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 | $30.8M | ||
| Q3 25 | $78.7M | $23.2M | ||
| Q2 25 | $45.2M | — | ||
| Q1 25 | $28.9M | $66.1M | ||
| Q4 24 | $82.7M | $-6.2M | ||
| Q3 24 | $34.1M | $44.8M | ||
| Q2 24 | $6.7M | — | ||
| Q1 24 | $7.3M | $160.2M |
| Q4 25 | $43.0M | $28.9M | ||
| Q3 25 | $50.8M | $20.8M | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | $64.6M | ||
| Q4 24 | $69.9M | $-8.2M | ||
| Q3 24 | $21.4M | $42.5M | ||
| Q2 24 | $-8.1M | — | ||
| Q1 24 | $-9.3M | $157.7M |
| Q4 25 | 8.8% | 3.8% | ||
| Q3 25 | 11.0% | 2.8% | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | 9.2% | ||
| Q4 24 | 16.8% | -1.1% | ||
| Q3 24 | 5.7% | 5.5% | ||
| Q2 24 | -2.2% | — | ||
| Q1 24 | -2.9% | 21.0% |
| Q4 25 | 7.7% | 0.3% | ||
| Q3 25 | 6.0% | 0.3% | ||
| Q2 25 | 6.4% | 0.3% | ||
| Q1 25 | 3.4% | 0.2% | ||
| Q4 24 | 3.1% | 0.3% | ||
| Q3 24 | 3.4% | 0.3% | ||
| Q2 24 | 4.0% | 0.2% | ||
| Q1 24 | 5.1% | 0.3% |
| Q4 25 | 1.54× | 1.87× | ||
| Q3 25 | 1.70× | 1.17× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 1.17× | 3.79× | ||
| Q4 24 | 1.70× | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 1.35× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
