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ALLIANCE ENTERTAINMENT HOLDING CORP（AENT）与Enphase Energy（ENPH）财务数据对比。点击上方公司名可切换其他公司
ALLIANCE ENTERTAINMENT HOLDING CORP的季度营收约是Enphase Energy的1.3倍（$368.7M vs $282.9M），ALLIANCE ENTERTAINMENT HOLDING CORP净利率更高（2.5% vs -2.6%，领先5.2%），ALLIANCE ENTERTAINMENT HOLDING CORP同比增速更快（-6.3% vs -20.6%），Enphase Energy自由现金流更多（$83.0M vs $-16.9M），过去两年ALLIANCE ENTERTAINMENT HOLDING CORP的营收复合增速更高（32.1% vs -3.4%）
该企业是一家总部位于加拿大多伦多的传媒公司，核心业务为加拿大市场提供专业特色媒体服务，除多伦多总部外，还在哈利法克斯、洛杉矶、伦敦、都柏林、马德里、巴塞罗那、香农以及悉尼多地设有办事机构。
Enphase Energy是总部位于美国加利福尼亚州弗里蒙特的能源科技企业，成立于2006年，是全球首家成功实现光伏微型逆变器商业化的企业，主要面向住宅用户研发生产光伏微型逆变器、储能电池及电动汽车充电桩。
AENT vs ENPH — 直观对比
营收规模更大
AENT
是对方的1.3倍
$282.9M
营收增速更快
AENT
高出14.2%
-20.6%
净利率更高
AENT
高出5.2%
-2.6%
自由现金流更多
ENPH
多$99.9M
$-16.9M
两年增速更快
AENT
近两年复合增速
-3.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $368.7M | $282.9M |
| 净利润 | $9.4M | $-7.4M |
| 毛利率 | — | 35.5% |
| 营业利润率 | 4.7% | — |
| 净利率 | 2.5% | -2.6% |
| 营收同比 | -6.3% | -20.6% |
| 净利润同比 | 32.8% | -124.9% |
| 每股收益（稀释后） | $0.18 | $-0.06 |
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AENTENPH
| Q1 26 | — | $282.9M | ||
| Q4 25 | $368.7M | $343.3M | ||
| Q3 25 | $254.0M | $410.4M | ||
| Q2 25 | $227.8M | $363.2M | ||
| Q1 25 | $213.0M | $356.1M | ||
| Q4 24 | $393.7M | $382.7M | ||
| Q3 24 | $229.0M | $380.9M | ||
| Q2 24 | $236.9M | $303.5M |
净利润AENTENPH
| Q1 26 | — | $-7.4M | ||
| Q4 25 | $9.4M | $38.7M | ||
| Q3 25 | $4.9M | $66.6M | ||
| Q2 25 | $5.8M | $37.1M | ||
| Q1 25 | $1.9M | $29.7M | ||
| Q4 24 | $7.1M | $62.2M | ||
| Q3 24 | $397.0K | $45.8M | ||
| Q2 24 | $2.5M | $10.8M |
毛利率AENTENPH
| Q1 26 | — | 35.5% | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 47.8% | ||
| Q2 25 | — | 46.9% | ||
| Q1 25 | — | 47.2% | ||
| Q4 24 | — | 51.8% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 45.2% |
营业利润率AENTENPH
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 6.5% | ||
| Q3 25 | 4.2% | 16.1% | ||
| Q2 25 | 4.3% | 10.2% | ||
| Q1 25 | 1.7% | 9.0% | ||
| Q4 24 | 3.8% | 14.3% | ||
| Q3 24 | 0.9% | 13.1% | ||
| Q2 24 | 0.2% | 0.6% |
净利率AENTENPH
| Q1 26 | — | -2.6% | ||
| Q4 25 | 2.5% | 11.3% | ||
| Q3 25 | 1.9% | 16.2% | ||
| Q2 25 | 2.5% | 10.2% | ||
| Q1 25 | 0.9% | 8.3% | ||
| Q4 24 | 1.8% | 16.2% | ||
| Q3 24 | 0.2% | 12.0% | ||
| Q2 24 | 1.1% | 3.6% |
每股收益（稀释后）AENTENPH
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.18 | $0.29 | ||
| Q3 25 | $0.10 | $0.50 | ||
| Q2 25 | $0.11 | $0.28 | ||
| Q1 25 | $0.04 | $0.22 | ||
| Q4 24 | $0.14 | $0.46 | ||
| Q3 24 | $0.01 | $0.33 | ||
| Q2 24 | $0.05 | $0.08 |
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 | — | $497.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $117.6M | $1.1B |
| 总资产 | $434.1M | $2.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AENTENPH
| Q1 26 | — | $497.5M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $4.3M | $1.8B | ||
| Q2 24 | $1.1M | $1.6B |
总债务AENTENPH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
股东权益AENTENPH
| Q1 26 | — | $1.1B | ||
| Q4 25 | $117.6M | $1.1B | ||
| Q3 25 | $108.1M | $995.0M | ||
| Q2 25 | $103.2M | $880.6M | ||
| Q1 25 | $97.4M | $810.7M | ||
| Q4 24 | $95.6M | $833.0M | ||
| Q3 24 | $88.0M | $931.4M | ||
| Q2 24 | $87.6M | $884.5M |
总资产AENTENPH
| Q1 26 | — | $2.7B | ||
| Q4 25 | $434.1M | $3.5B | ||
| Q3 25 | $383.0M | $3.3B | ||
| Q2 25 | $361.2M | $3.2B | ||
| Q1 25 | $349.4M | $3.1B | ||
| Q4 24 | $401.7M | $3.2B | ||
| Q3 24 | $395.7M | $3.3B | ||
| Q2 24 | $340.8M | $3.2B |
负债/权益比AENTENPH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.37× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 1.47× |
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 | $-16.5M | $102.9M |
| 自由现金流经营现金流 - 资本支出 | $-16.9M | $83.0M |
| 自由现金流率自由现金流/营收 | -4.6% | 29.3% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | -1.76× | — |
| 过去12个月自由现金流最近4个季度 | $-1.4M | $145.1M |
8季度趋势，按日历期对齐
经营现金流AENTENPH
| Q1 26 | — | $102.9M | ||
| Q4 25 | $-16.5M | $47.6M | ||
| Q3 25 | $2.7M | $13.9M | ||
| Q2 25 | $10.7M | $26.6M | ||
| Q1 25 | $2.5M | $48.4M | ||
| Q4 24 | $25.3M | $167.3M | ||
| Q3 24 | $-11.6M | $170.1M | ||
| Q2 24 | $9.7M | $127.1M |
自由现金流AENTENPH
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-16.9M | $37.8M | ||
| Q3 25 | $2.4M | $5.9M | ||
| Q2 25 | $10.7M | $18.4M | ||
| Q1 25 | $2.4M | $33.8M | ||
| Q4 24 | — | $159.2M | ||
| Q3 24 | $-11.6M | $161.6M | ||
| Q2 24 | — | $117.4M |
自由现金流率AENTENPH
| Q1 26 | — | 29.3% | ||
| Q4 25 | -4.6% | 11.0% | ||
| Q3 25 | 0.9% | 1.4% | ||
| Q2 25 | 4.7% | 5.1% | ||
| Q1 25 | 1.1% | 9.5% | ||
| Q4 24 | — | 41.6% | ||
| Q3 24 | -5.1% | 42.4% | ||
| Q2 24 | — | 38.7% |
资本支出强度AENTENPH
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 2.8% | ||
| Q3 25 | 0.1% | 2.0% | ||
| Q2 25 | 0.0% | 2.3% | ||
| Q1 25 | 0.0% | 4.1% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 2.2% | ||
| Q2 24 | — | 3.2% |
现金转化率AENTENPH
| Q1 26 | — | — | ||
| Q4 25 | -1.76× | 1.23× | ||
| Q3 25 | 0.56× | 0.21× | ||
| Q2 25 | 1.86× | 0.72× | ||
| Q1 25 | 1.33× | 1.63× | ||
| Q4 24 | 3.57× | 2.69× | ||
| Q3 24 | -29.31× | 3.72× | ||
| Q2 24 | 3.85× | 11.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
