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ADVANCED ENERGY INDUSTRIES INC（AEIS）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是ADVANCED ENERGY INDUSTRIES INC的5.4倍（$2.6B vs $489.4M）。维谛技术净利率更高（14.7% vs 10.7%，领先4.0%）。维谛技术同比增速更快（30.1% vs 17.8%）。维谛技术自由现金流更多（$652.8M vs $43.0M）。过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 16.5%）
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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
AEIS vs VRT — 直观对比
营收规模更大
VRT
是对方的5.4倍
$489.4M
营收增速更快
VRT
高出12.3%
17.8%
净利率更高
VRT
高出4.0%
10.7%
自由现金流更多
VRT
多$609.8M
$43.0M
两年增速更快
AEIS
近两年复合增速
16.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $2.6B |
| 净利润 | $52.3M | $390.1M |
| 毛利率 | 38.6% | 37.7% |
| 营业利润率 | 11.6% | — |
| 净利率 | 10.7% | 14.7% |
| 营收同比 | 17.8% | 30.1% |
| 净利润同比 | 7.4% | 137.1% |
| 每股收益（稀释后） | $1.32 | $0.99 |
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AEISVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $489.4M | $2.9B | ||
| Q3 25 | $463.3M | $2.7B | ||
| Q2 25 | $441.5M | $2.6B | ||
| Q1 25 | $404.6M | $2.0B | ||
| Q4 24 | $415.4M | $2.3B | ||
| Q3 24 | $374.2M | $2.1B | ||
| Q2 24 | $364.9M | $2.0B |
净利润AEISVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $52.3M | $445.6M | ||
| Q3 25 | $46.2M | $398.5M | ||
| Q2 25 | $25.2M | $324.2M | ||
| Q1 25 | $24.7M | $164.5M | ||
| Q4 24 | $48.7M | $147.0M | ||
| Q3 24 | $-14.9M | $176.6M | ||
| Q2 24 | $15.0M | $178.1M |
毛利率AEISVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 38.6% | 38.9% | ||
| Q3 25 | 37.6% | 37.8% | ||
| Q2 25 | 37.0% | 34.0% | ||
| Q1 25 | 37.2% | 33.7% | ||
| Q4 24 | 37.2% | 37.1% | ||
| Q3 24 | 35.8% | 36.5% | ||
| Q2 24 | 35.0% | 38.0% |
营业利润率AEISVRT
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 20.1% | ||
| Q3 25 | 10.6% | 19.3% | ||
| Q2 25 | 7.2% | 16.8% | ||
| Q1 25 | 7.6% | 14.3% | ||
| Q4 24 | 8.2% | 19.5% | ||
| Q3 24 | -3.0% | 17.9% | ||
| Q2 24 | 3.6% | 17.2% |
净利率AEISVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 10.7% | 15.5% | ||
| Q3 25 | 10.0% | 14.9% | ||
| Q2 25 | 5.7% | 12.3% | ||
| Q1 25 | 6.1% | 8.1% | ||
| Q4 24 | 11.7% | 6.3% | ||
| Q3 24 | -4.0% | 8.5% | ||
| Q2 24 | 4.1% | 9.1% |
每股收益（稀释后）AEISVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $1.32 | $1.14 | ||
| Q3 25 | $1.20 | $1.02 | ||
| Q2 25 | $0.67 | $0.83 | ||
| Q1 25 | $0.65 | $0.42 | ||
| Q4 24 | $1.29 | $0.38 | ||
| Q3 24 | $-0.40 | $0.46 | ||
| Q2 24 | $0.40 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | $567.5M | $0 |
| 股东权益账面价值 | $1.4B | $4.2B |
| 总资产 | $2.5B | $13.4B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AEISVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $791.2M | $1.7B | ||
| Q3 25 | $758.6M | $1.4B | ||
| Q2 25 | $713.5M | $1.6B | ||
| Q1 25 | $723.0M | $1.5B | ||
| Q4 24 | $722.1M | $1.2B | ||
| Q3 24 | $657.3M | $908.7M | ||
| Q2 24 | $986.1M | $579.7M |
总债务AEISVRT
| Q1 26 | — | $0 | ||
| Q4 25 | $567.5M | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $564.7M | $2.9B | ||
| Q3 24 | $564.0M | $2.9B | ||
| Q2 24 | $907.3M | $2.9B |
股东权益AEISVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $1.4B | $3.9B | ||
| Q3 25 | $1.3B | $3.5B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.5B |
总资产AEISVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $2.5B | $12.2B | ||
| Q3 25 | $2.4B | $10.8B | ||
| Q2 25 | $2.4B | $10.4B | ||
| Q1 25 | $2.3B | $9.5B | ||
| Q4 24 | $2.3B | $9.1B | ||
| Q3 24 | $2.2B | $8.9B | ||
| Q2 24 | $2.5B | $8.1B |
负债/权益比AEISVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.42× | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 0.47× | 1.20× | ||
| Q3 24 | 0.48× | 1.62× | ||
| Q2 24 | 0.78× | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 8.8% | 24.6% |
| 资本支出强度资本支出/营收 | 7.7% | 4.2% |
| 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 | $2.3B |
8季度趋势，按日历期对齐
经营现金流AEISVRT
| Q1 26 | — | — | ||
| Q4 25 | $80.5M | $978.9M | ||
| Q3 25 | $78.7M | $508.7M | ||
| Q2 25 | $45.2M | $322.9M | ||
| Q1 25 | $28.9M | $303.3M | ||
| Q4 24 | $82.7M | $425.2M | ||
| Q3 24 | $34.1M | $378.2M | ||
| Q2 24 | $6.7M | $378.4M |
自由现金流AEISVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $43.0M | $885.6M | ||
| Q3 25 | $50.8M | $463.5M | ||
| Q2 25 | $17.1M | $277.9M | ||
| Q1 25 | $15.0M | $266.8M | ||
| Q4 24 | $69.9M | $364.5M | ||
| Q3 24 | $21.4M | $341.8M | ||
| Q2 24 | $-8.1M | $344.3M |
自由现金流率AEISVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 8.8% | 30.8% | ||
| Q3 25 | 11.0% | 17.3% | ||
| Q2 25 | 3.9% | 10.5% | ||
| Q1 25 | 3.7% | 13.1% | ||
| Q4 24 | 16.8% | 15.5% | ||
| Q3 24 | 5.7% | 16.5% | ||
| Q2 24 | -2.2% | 17.6% |
资本支出强度AEISVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 7.7% | 3.2% | ||
| Q3 25 | 6.0% | 1.7% | ||
| Q2 25 | 6.4% | 1.7% | ||
| Q1 25 | 3.4% | 1.8% | ||
| Q4 24 | 3.1% | 2.6% | ||
| Q3 24 | 3.4% | 1.8% | ||
| Q2 24 | 4.0% | 1.7% |
现金转化率AEISVRT
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 2.20× | ||
| Q3 25 | 1.70× | 1.28× | ||
| Q2 25 | 1.79× | 1.00× | ||
| Q1 25 | 1.17× | 1.84× | ||
| Q4 24 | 1.70× | 2.89× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | 0.45× | 2.12× |
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% |
VRT
暂无分部数据
